JAMES F AND MARION L MILLER FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JAMES F AND MARION L MILLER FOUNDATION (EIN 03-0373895)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201201359349102540
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T18:04:30-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931042710 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEFFEN MESHER & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 SW FIFTH AVENUE SUITE 800 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030373895 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES F & MARION L MILLER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JAME | NameControl |
| Phone | 5035463191 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL STREET NO 520 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTHA RICHARDS | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5035463191 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BILLY M MORGAN JR | Name |
| PTIN | P00056990 | PTIN |
| Phone | 5032210141 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 161280919 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 5409086 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5329835 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1543904 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 38432720 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1543904 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 6503 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 6503 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 6959493 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6880242 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 365000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 8000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 357000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 119306 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 12833 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 106473 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 33051 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 1717 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 31334 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 20266 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 15758 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 504 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 43589 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 33035 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 6440 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 346341 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 346341 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 833 | InterestRevAndExpnss |
| Interest Net Invst Incm | 833 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 350883 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 171599 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 11735 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 44887 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 44887 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 5062 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 4568 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 96314 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 31702 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 64612 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1437267 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 621818 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 615818 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 8339639 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 8339639 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 9776906 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 621818 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 8955457 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2817413 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6258424 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 19592426 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 13223629 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 13223629 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 108399497 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 118096993 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 139287830 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 12958858 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 7681824 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 7728611 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1617259 | InvestmentsOtherBOY |
| Investments Other EOY | 1126073 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 892574 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 61046 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 27484 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 45297 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 33562 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 33562 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 478787 | OtherAssetsBOY |
| Other Assets EOY | 114713 | OtherAssetsEOY |
| Other Assets EOYFMV | 114713 | OtherAssetsEOYFMV |
| Total Assets BOY | 143092124 | TotalAssetsBOY |
| Total Assets EOY | 140276794 | TotalAssetsEOY |
| Total Assets EOYFMV | 161280919 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 143092124 | RetainedEarningsBOY |
| Retained Earnings EOY | 140276794 | RetainedEarningsEOY |
| Total Net Assets BOY | 143092124 | TotalNetAssetsBOY |
| Total Net Assets EOY | 140276794 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 143092124 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 140276794 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 143092124 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2817413 | ExcessOfRevenueOverExpenses |
| Other Increases | 2083 | OtherIncreases |
| Subtotal | 140276794 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 140276794 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (216 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| AK STEEL HOLDING CORP | P | 2011-05-03 | 2011-08-02 | 233995 | 314400 | -80405 | -80405 |
| AK STEEL HOLDING CORP | P | 2011-05-11 | 2011-08-02 | 116998 | 146500 | -29502 | -29502 |
| AK STEEL HOLDING CORP | P | 2011-03-03 | 2011-08-02 | 233996 | 310783 | -76787 | -76787 |
| AMR CORP-DEL | P | 2011-01-18 | 2011-07-28 | 126598 | 169184 | -42586 | -42586 |
| AMR CORP-DEL | P | 2011-01-18 | 2011-11-15 | 40399 | 165600 | -125201 | -125201 |
| AMR CORP-DEL | P | 2011-01-18 | 2011-11-15 | 20500 | 82800 | -62300 | -62300 |
| AMR CORP-DEL | P | 2011-02-02 | 2011-11-15 | 40999 | 141245 | -100246 | -100246 |
| AMR CORP-DEL | P | 2011-02-02 | 2011-11-15 | 41199 | 141245 | -100046 | -100046 |
| AMR CORP-DEL | P | 2011-03-03 | 2011-11-29 | 7500 | 193793 | -186293 | -186293 |
| AMR CORP-DEL | P | 2011-07-07 | 2011-11-29 | 5000 | 190572 | -185572 | -185572 |
| CISCO SYSTEMS INC | P | 2011-02-10 | 2011-06-14 | 302399 | 302399 | 0 | 0 |
| CISCO SYSTEMS INC | P | 2011-03-02 | 2011-06-14 | 299594 | 299594 | 0 | 0 |
| CISCO SYSTEMS INC | P | 2011-03-31 | 2011-06-14 | 149797 | 172300 | -22503 | -22503 |
| CISCO SYSTEMS INC | P | 2011-03-31 | 2011-06-14 | 150497 | 172300 | -21803 | -21803 |
| CISCO SYSTEMS INC | P | 2011-06-07 | 2011-06-14 | 150497 | 157000 | -6503 | -6503 |
| CISCO SYSTEMS INC | P | 2011-06-07 | 2011-06-16 | 150597 | 192801 | -42204 | -42204 |
| CISCO SYSTEMS INC | P | 2011-06-07 | 2011-06-16 | 150597 | 192803 | -42206 | -42206 |
| CISCO SYSTEMS INC | P | 2011-06-07 | 2011-06-16 | 150597 | 191303 | -40706 | -40706 |
| FIRSTENERGY CORP | P | 2010-11-09 | 2011-05-17 | 454491 | 360852 | 93639 | 93639 |
| FIRSTENERGY CORP | P | 2010-11-16 | 2011-05-17 | 454491 | 350200 | 104291 | 104291 |
| FIRSTENERGY CORP | P | 2010-11-24 | 2011-05-17 | 454291 | 352200 | 102091 | 102091 |
| FORD MOTOR CREDIT CO | P | 2010-09-28 | 2011-01-20 | 500000 | 500000 | 0 | 0 |
| GOL LINHAS AEREAS | P | 2011-05-04 | 2011-08-02 | 77230 | 136500 | -59270 | -59270 |
| GOL LINHAS AEREAS | P | 2011-05-04 | 2011-08-02 | 77230 | 136252 | -59022 | -59022 |
| GOL LINHAS AEREAS | P | 2011-05-04 | 2011-08-02 | 77230 | 134600 | -57370 | -57370 |
| INTERNATIONAL BUSINESS | P | 2011-08-04 | 2011-08-05 | 860083 | 857500 | 2583 | 2583 |
| NOKIA CORPORATION | P | 2010-12-31 | 2011-08-02 | 219196 | 411600 | -192404 | -192404 |
| NOKIA CORPORATION | P | 2011-02-11 | 2011-08-02 | 164909 | 280200 | -115291 | -115291 |
| NOKIA CORPORATION | P | 2011-07-01 | 2011-08-02 | 109940 | 129000 | -19060 | -19060 |
| NOKIA CORPORATION | P | 2011-07-01 | 2011-08-02 | 54899 | 64500 | -9601 | -9601 |
| NOKIA CORPORATION | P | 2011-07-11 | 2011-08-02 | 42821 | 46410 | -3589 | -3589 |
| NOKIA CORPORATION | P | 2011-07-11 | 2011-08-02 | 54899 | 59500 | -4601 | -4601 |
| NOKIA CORPORATION | P | 2011-07-11 | 2011-08-02 | 12078 | 13090 | -1012 | -1012 |
| TELE NORTE LESTE | P | 2010-05-24 | 2011-04-19 | 17 | 396 | -379 | -379 |
| TRIQUINT SEMICONDUCTOR INC | P | 2011-08-17 | 2011-09-23 | 108198 | 149000 | -40802 | -40802 |
| TRIQUINT SEMICONDUCTOR INC | P | 2011-09-16 | 2011-09-23 | 108198 | 117956 | -9758 | -9758 |
| UNITED CONTINENTAL HLDGS INC | P | 2011-02-02 | 2011-08-09 | 172497 | 248900 | -76403 | -76403 |
| UNITED CONTINENTAL HLDGS INC | P | 2011-02-22 | 2011-08-09 | 174497 | 244500 | -70003 | -70003 |
| UNITED CONTINENTAL HLDGS INC | P | 2011-01-24 | 2011-08-09 | 172497 | 172497 | 0 | 0 |
| UNITED CONTINENTAL HLDGS INC | P | 2011-02-22 | 2011-08-09 | 174497 | 247500 | -73003 | -73003 |
| UNITED CONTINENTAL HLDGS INC | P | 2011-04-08 | 2011-08-15 | 182836 | 198800 | -15964 | -15964 |
| UNITED CONTINENTAL HLDGS INC | P | 2011-07-07 | 2011-08-15 | 182836 | 222999 | -40163 | -40163 |
| UNITED CONTINENTAL HLDGS INC | P | 2011-07-25 | 2011-08-15 | 182836 | 260003 | -77167 | -77167 |
| US BANCORP DEL | P | 2010-09-20 | 2011-09-14 | 310946 | 301954 | 8992 | 8992 |
| US BANCORP DEL | P | 2010-09-23 | 2011-09-14 | 159045 | 149708 | 9337 | 9337 |
| US BANCORP DEL | P | 2010-09-29 | 2011-09-14 | 117498 | 108400 | 9098 | 9098 |
| US BANCORP DEL | P | 2010-09-29 | 2011-09-14 | 117798 | 108400 | 9398 | 9398 |
| US BANCORP DEL | P | 2010-12-03 | 2011-09-14 | 471191 | 492990 | -21799 | -21799 |
| AETNA INC NEW | P | 2008-12-16 | 2011-06-15 | 75000 | 73941 | 1059 | 1059 |
| AETNA INC NEW | P | 2008-12-12 | 2011-06-15 | 240000 | 236424 | 3576 | 3576 |
| AMERCO-8.50% PFD SER A | P | 2004-06-03 | 2011-06-01 | 100000 | 100520 | -520 | -520 |
| AMERCO-8.50% PFD SER A | P | 2003-06-11 | 2011-06-01 | 15000 | 5610 | 9390 | 9390 |
| AMERCO-8.50% PFD SER A | P | 2002-10-18 | 2011-06-01 | 125000 | 37000 | 88000 | 88000 |
| AMERCO-8.50% PFD SER A | P | 2000-12-18 | 2011-06-01 | 250000 | 226675 | 23325 | 23325 |
| APPLIED MATERIALS INC | P | 2005-11-15 | 2011-12-15 | 314994 | 537000 | -222006 | -222006 |
| APPLIED MATERIALS INC | P | 2007-06-01 | 2011-12-20 | 210996 | 385800 | -174804 | -174804 |
| APPLIED MATERIALS INC | P | 2007-06-07 | 2011-12-20 | 210996 | 377000 | -166004 | -166004 |
| APPLIED MATERIALS INC | P | 2008-05-14 | 2011-12-20 | 105498 | 194800 | -89302 | -89302 |
| APPLIED MATERIALS INC | P | 2008-05-14 | 2011-12-20 | 210996 | 389600 | -178604 | -178604 |
| BRISTOL MYERS SQUIBB CO | P | 2006-01-11 | 2011-12-07 | 334194 | 224500 | 109694 | 109694 |
| BRISTOL MYERS SQUIBB CO | P | 2006-04-13 | 2011-12-07 | 334194 | 240500 | 93694 | 93694 |
| BRISTOL MYERS SQUIBB CO | P | 2008-01-22 | 2011-12-07 | 334794 | 228800 | 105994 | 105994 |
| BRISTOL MYERS SQUIBB CO | P | 2008-01-22 | 2011-12-07 | 335494 | 228800 | 106694 | 106694 |
| CIGNA CORP | P | 2008-12-08 | 2011-01-19 | 157000 | 154045 | 2955 | 2955 |
| CIGNA CORP | P | 2009-01-26 | 2011-01-19 | 252000 | 252000 | 0 | 0 |
| CIGNA CORP | P | 2009-04-29 | 2011-01-19 | 250000 | 250000 | 0 | 0 |
| CIGNA CORP | P | 2009-03-26 | 2011-10-17 | 230000 | 223675 | 6325 | 6325 |
| COMMONWEALTH REIT | P | 2005-12-13 | 2011-12-22 | 56496 | 139805 | -83309 | -83309 |
| COMMONWEALTH REIT | P | 2007-05-04 | 2011-12-22 | 125623 | 363000 | -237377 | -237377 |
| COMMONWEALTH REIT | P | 2007-06-20 | 2011-12-22 | 83898 | 216400 | -132502 | -132502 |
| COMMONWEALTH REIT | P | 2007-06-21 | 2011-12-22 | 26879 | 66816 | -39937 | -39937 |
| COMMONWEALTH REIT | P | 2010-09-23 | 2011-12-27 | 215426 | 319638 | -104212 | -104212 |
| EL PASO CORPORATION | P | 2004-06-03 | 2011-02-25 | 360581 | 142882 | 217699 | 217699 |
| EL PASO CORPORATION | P | 2004-06-03 | 2011-02-25 | 334841 | 131954 | 202887 | 202887 |
| EL PASO CORPORATION | P | 2005-06-16 | 2011-02-25 | 211749 | 132240 | 79509 | 79509 |
| EL PASO CORPORATION | P | 2005-06-16 | 2011-04-21 | 191598 | 113784 | 77814 | 77814 |
| EL PASO CORPORATION | P | 2005-08-17 | 2011-04-21 | 192296 | 115595 | 76701 | 76701 |
| EL PASO CORPORATION | P | 2005-08-17 | 2011-11-21 | 248295 | 115595 | 132700 | 132700 |
| EL PASO CORPORATION | P | 2005-11-09 | 2011-11-21 | 248295 | 110179 | 138116 | 138116 |
| EL PASO CORPORATION | P | 2005-11-29 | 2011-11-28 | 250700 | 110179 | 140521 | 140521 |
| EL PASO CORPORATION | P | 2005-11-29 | 2011-11-28 | 499990 | 222515 | 277475 | 277475 |
| EL PASO CORPORATION | P | 2006-02-14 | 2011-11-28 | 503216 | 248642 | 254574 | 254574 |
| EL PASO CORPORATION | P | 2005-11-09 | 2011-11-28 | 250700 | 111257 | 139443 | 139443 |
| FREEPORT-MCMORAN COPPER INC | P | 2009-06-04 | 2011-04-01 | 312375 | 304354 | 8021 | 8021 |
| GANNETT CO INC | P | 2008-09-05 | 2011-02-02 | 159497 | 173289 | -13792 | -13792 |
| GANNETT CO INC | P | 2008-10-16 | 2011-02-02 | 318994 | 214785 | 104209 | 104209 |
| GANNETT CO INC | P | 2009-03-16 | 2011-02-02 | 476991 | 72000 | 404991 | 404991 |
| GANNETT CO INC | P | 2009-03-16 | 2011-02-02 | 484491 | 72000 | 412491 | 412491 |
| GENERAL ELECTRIC CAPITAL CORP | P | 2009-04-28 | 2011-10-04 | 305550 | 300768 | 4782 | 4782 |
| GENERAL ELECTRIC CO | P | 2007-04-02 | 2011-12-22 | 180397 | 352500 | -172103 | -172103 |
| GENERAL ELECTRIC CO | P | 2007-04-20 | 2011-12-22 | 180397 | 351400 | -171003 | -171003 |
| GENERAL ELECTRIC CO | P | 2007-04-23 | 2011-12-22 | 180397 | 350600 | -170203 | -170203 |
| GENERAL ELECTRIC CO | P | 2004-01-30 | 2011-12-22 | 252555 | 470260 | -217705 | -217705 |
| GENERAL MOTORS COMPANY | P | 2008-06-04 | 2011-04-21 | 15 | 7 | 8 | 8 |
| GENERAL MOTORS COMPANY | P | 2008-06-25 | 2011-04-21 | 4 | 2 | 2 | 2 |
| GENERAL MOTORS COMPANY | P | 2008-06-04 | 2011-08-01 | 1 | 3 | -2 | -2 |
| GENERAL MOTORS COMPANY | P | 2008-06-04 | 2011-11-02 | 7 | 23 | -16 | -16 |
| GENERAL MOTORS COMPANY | P | 2008-06-04 | 2011-11-02 | 7 | 23 | -16 | -16 |
| HOME DEPOT INC | P | 2008-12-03 | 2011-03-01 | 131000 | 123752 | 7248 | 7248 |
| HOME DEPOT INC | P | 2008-12-05 | 2011-03-01 | 143000 | 135179 | 7821 | 7821 |
| HOME DEPOT INC | P | 2008-12-08 | 2011-03-01 | 360000 | 339822 | 20178 | 20178 |
| J P MORGAN CHASE & CO | P | 2008-12-18 | 2011-02-01 | 250000 | 250000 | 0 | 0 |
| JOHNSON CTLS INC | P | 2008-11-25 | 2011-01-18 | 107000 | 102726 | 4274 | 4274 |
| JPMORGAN CHASE & CO | P | 2008-12-12 | 2011-01-18 | 250000 | 248200 | 1800 | 1800 |
| KIMBERLY CLARK CORP | P | 2009-03-23 | 2011-09-22 | 687987 | 458900 | 229087 | 229087 |
| KIMBERLY CLARK CORP | P | 2009-04-09 | 2011-09-22 | 123660 | 86346 | 37314 | 37314 |
| KIMBERLY CLARK CORP | P | 2009-05-05 | 2011-09-22 | 563341 | 409913 | 153428 | 153428 |
| KIMBERLY CLARK CORP | P | 2009-05-05 | 2011-09-22 | 687487 | 499894 | 187593 | 187593 |
| KROGER CO | P | 2008-12-01 | 2011-04-01 | 335000 | 335000 | 0 | 0 |
| LSI CORPORATION | P | 2002-07-03 | 2011-05-06 | 75499 | 73000 | 2499 | 2499 |
| LSI CORPORATION | P | 2002-10-09 | 2011-05-06 | 26424 | 15925 | 10499 | 10499 |
| LSI CORPORATION | P | 2002-10-09 | 2011-05-06 | 124573 | 75075 | 49498 | 49498 |
| LSI CORPORATION | P | 2005-11-08 | 2011-05-06 | 32826 | 33908 | -1082 | -1082 |
| LSI CORPORATION | P | 2005-11-08 | 2011-05-09 | 119128 | 122892 | -3764 | -3764 |
| LSI CORPORATION | P | 2006-09-27 | 2011-05-09 | 32869 | 35725 | -2856 | -2856 |
| LSI CORPORATION | P | 2006-09-27 | 2011-05-10 | 153597 | 165200 | -11603 | -11603 |
| LSI CORPORATION | P | 2006-09-27 | 2011-08-03 | 42675 | 46876 | -4201 | -4201 |
| LSI CORPORATION | P | 2009-09-02 | 2011-08-03 | 150398 | 99000 | 51398 | 51398 |
| MENTOR GRAPHICS CORP | P | 2008-08-15 | 2011-01-19 | 19658 | 16501 | 3157 | 3157 |
| MENTOR GRAPHICS CORP | P | 2008-08-15 | 2011-01-20 | 29294 | 24589 | 4705 | 4705 |
| MENTOR GRAPHICS CORP | P | 2008-08-15 | 2011-01-26 | 324540 | 272411 | 52129 | 52129 |
| MENTOR GRAPHICS CORP | P | 2008-12-22 | 2011-01-26 | 6225 | 2440 | 3785 | 3785 |
| MENTOR GRAPHICS CORP | P | 2008-12-23 | 2011-01-26 | 56024 | 21960 | 34064 | 34064 |
| MENTOR GRAPHICS CORP | P | 2008-12-23 | 2011-01-26 | 157345 | 61527 | 95818 | 95818 |
| MENTOR GRAPHICS CORP | P | 2008-12-24 | 2011-01-26 | 217048 | 83320 | 133728 | 133728 |
| MENTOR GRAPHICS CORP | P | 2008-12-24 | 2011-02-02 | 64749 | 23953 | 40796 | 40796 |
| MENTOR GRAPHICS CORP | P | 2009-06-04 | 2011-02-02 | 45324 | 18375 | 26949 | 26949 |
| MENTOR GRAPHICS CORP | P | 2009-06-12 | 2011-02-02 | 35845 | 14532 | 21313 | 21313 |
| MENTOR GRAPHICS CORP | P | 2009-06-15 | 2011-02-02 | 307323 | 124593 | 182730 | 182730 |
| NOKIA CORPORATION | P | 2008-10-06 | 2011-08-02 | 54599 | 54599 | 0 | 0 |
| NOKIA CORPORATION | P | 2008-11-26 | 2011-08-02 | 109198 | 197754 | -88556 | -88556 |
| NOKIA CORPORATION | P | 2010-07-22 | 2011-08-02 | 109198 | 182994 | -73796 | -73796 |
| NOKIA CORPORATION | P | 2010-07-22 | 2011-08-02 | 54799 | 91497 | -36698 | -36698 |
| NOVARTIS AG | P | 2001-11-06 | 2011-05-25 | 308797 | 191856 | 116941 | 116941 |
| NOVARTIS AG | P | 2001-11-13 | 2011-05-25 | 123519 | 76399 | 47120 | 47120 |
| NOVARTIS AG | P | 2003-07-08 | 2011-05-25 | 12352 | 7740 | 4612 | 4612 |
| NOVARTIS AG | P | 2003-07-09 | 2011-05-25 | 172926 | 108218 | 64708 | 64708 |
| NOVARTIS AG | P | 2003-07-09 | 2011-05-26 | 123998 | 77299 | 46699 | 46699 |
| NOVARTIS AG | P | 2003-10-17 | 2011-05-26 | 61999 | 39897 | 22102 | 22102 |
| NOVARTIS AG | P | 2004-06-03 | 2011-05-26 | 433992 | 317870 | 116122 | 116122 |
| NOVARTIS AG | P | 2004-06-03 | 2011-05-27 | 189537 | 136230 | 53307 | 53307 |
| NOVARTIS AG | P | 2007-09-11 | 2011-05-27 | 126358 | 107880 | 18478 | 18478 |
| NOVARTIS AG | P | 2007-09-11 | 2011-05-31 | 321004 | 269700 | 51304 | 51304 |
| PACIFIC GAS & ELEC CO | P | 2008-12-11 | 2011-03-01 | 230000 | 227054 | 2946 | 2946 |
| PFIZER INC | P | 2004-06-03 | 2011-12-22 | 434792 | 717400 | -282608 | -282608 |
| POPULAR INC | P | 1998-07-01 | 2011-01-04 | 129998 | 14831 | 115167 | 115167 |
| POPULAR INC | P | 1998-07-01 | 2011-01-12 | 129998 | 14831 | 115167 | 115167 |
| POPULAR INC | P | 2007-10-31 | 2011-01-14 | 32999 | 105800 | -72801 | -72801 |
| POPULAR INC | P | 2007-11-01 | 2011-01-14 | 65999 | 202400 | -136401 | -136401 |
| POPULAR INC | P | 2008-06-24 | 2011-01-14 | 32999 | 77300 | -44301 | -44301 |
| POPULAR INC | P | 2008-06-24 | 2011-12-22 | 13900 | 13900 | 0 | 0 |
| POPULAR INC | P | 2008-06-30 | 2011-12-22 | 2035 | 2035 | 0 | 0 |
| POSCO | P | 2008-05-06 | 2011-08-01 | 552739 | 640988 | -88249 | -88249 |
| SPRINT NEXTEL CORPORATION | P | 2009-09-09 | 2011-06-03 | 176997 | 109800 | 67197 | 67197 |
| SPRINT NEXTEL CORPORATION | P | 2009-09-10 | 2011-06-03 | 117998 | 72200 | 45798 | 45798 |
| SPRINT NEXTEL CORPORATION | P | 2009-09-10 | 2011-08-23 | 33499 | 36100 | -2601 | -2601 |
| SPRINT NEXTEL CORPORATION | P | 2009-09-15 | 2011-08-23 | 66999 | 81800 | -14801 | -14801 |
| SPRINT NEXTEL CORPORATION | P | 2009-09-28 | 2011-08-23 | 100498 | 115800 | -15302 | -15302 |
| SPRINT NEXTEL CORPORATION | P | 2009-10-06 | 2011-08-23 | 33499 | 38200 | -4701 | -4701 |
| SPRINT NEXTEL CORPORATION | P | 2009-09-15 | 2011-08-23 | 33500 | 40900 | -7400 | -7400 |
| SPRINT NEXTEL CORPORATION | P | 2009-10-13 | 2011-09-14 | 70999 | 71000 | -1 | -1 |
| SPRINT NEXTEL CORPORATION | P | 2009-10-06 | 2011-09-14 | 70999 | 76400 | -5401 | -5401 |
| TELE NORTE LESTE | P | 2006-01-26 | 2011-04-15 | 190496 | 182354 | 8142 | 8142 |
| TELE NORTE LESTE | P | 2006-01-26 | 2011-04-15 | 167197 | 160471 | 6726 | 6726 |
| TELE NORTE LESTE | P | 2006-01-17 | 2011-04-15 | 379993 | 354482 | 25511 | 25511 |
| TELE NORTE LESTE | P | 2006-01-13 | 2011-04-15 | 22800 | 21656 | 1144 | 1144 |
| TELE NORTE LESTE | P | 2006-01-27 | 2011-04-15 | 190496 | 179620 | 10876 | 10876 |
| TELE NORTE LESTE | P | 2006-05-22 | 2011-04-15 | 190496 | 139762 | 50734 | 50734 |
| TELE NORTE LESTE | P | 2006-01-26 | 2011-04-19 | 8 | 245 | -237 | -237 |
| TELE NORTE LESTE | P | 2006-01-26 | 2011-04-19 | 7 | 215 | -208 | -208 |
| TELE NORTE LESTE | P | 2006-01-17 | 2011-04-19 | 17 | 476 | -459 | -459 |
| TELE NORTE LESTE | P | 2006-01-13 | 2011-04-19 | 1 | 29 | -28 | -28 |
| TELE NORTE LESTE | P | 2006-01-27 | 2011-04-19 | 8 | 241 | -233 | -233 |
| TELE NORTE LESTE | P | 2006-05-22 | 2011-04-19 | 8 | 188 | -180 | -180 |
| TELE NORTE LESTE | P | 2006-05-22 | 2011-04-19 | 8 | 188 | -180 | -180 |
| TELE NORTE LESTE | P | 2006-05-30 | 2011-04-19 | 187096 | 128178 | 58918 | 58918 |
| TELE NORTE LESTE | P | 2006-05-30 | 2011-04-19 | 8 | 172 | -164 | -164 |
| TELE NORTE LESTE | P | 2006-05-30 | 2011-04-19 | 8 | 172 | -164 | -164 |
| TELE NORTE LESTE | P | 2006-08-30 | 2011-04-19 | 8 | 179 | -171 | -171 |
| TELE NORTE LESTE | P | 2006-08-30 | 2011-04-19 | 187096 | 133300 | 53796 | 53796 |
| TELE NORTE LESTE | P | 2006-08-31 | 2011-04-19 | 8 | 173 | -165 | -165 |
| TELE NORTE LESTE | P | 2006-09-11 | 2011-04-19 | 8 | 166 | -158 | -158 |
| TELE NORTE LESTE | P | 2007-02-12 | 2011-04-19 | 25 | 528 | -503 | -503 |
| TELE NORTE LESTE | P | 2007-12-20 | 2011-04-19 | 25 | 742 | -717 | -717 |
| TELE NORTE LESTE | P | 2006-05-22 | 2011-04-19 | 187096 | 139762 | 47334 | 47334 |
| TELE NORTE LESTE | P | 2006-05-30 | 2011-04-19 | 187096 | 128178 | 58918 | 58918 |
| VERIZON COMMUNICATIONS | P | 2005-08-04 | 2011-01-05 | 557994 | 475561 | 82433 | 82433 |
| VERIZON COMMUNICATIONS | P | 2005-08-10 | 2011-01-05 | 373794 | 312186 | 61608 | 61608 |
| VERIZON COMMUNICATIONS | P | 2006-01-17 | 2011-01-05 | 374894 | 295109 | 79785 | 79785 |
| VERIZON COMMUNICATIONS | P | 2005-06-21 | 2011-01-05 | 185998 | 163421 | 22577 | 22577 |
| VERIZON COMMUNICATIONS | P | 2006-01-23 | 2011-02-24 | 355198 | 289964 | 65234 | 65234 |
| VERIZON COMMUNICATIONS | P | 2009-07-17 | 2011-02-24 | 355198 | 274778 | 80420 | 80420 |
| VERIZON COMMUNICATIONS | P | 2009-09-09 | 2011-02-25 | 357493 | 289741 | 67752 | 67752 |
| VERIZON COMMUNICATIONS | P | 2009-09-16 | 2011-02-25 | 719986 | 564089 | 155897 | 155897 |
| VERIZON COMMUNICATIONS | P | 2009-09-02 | 2011-02-25 | 357493 | 283772 | 73721 | 73721 |
| WALGREEN CO | P | 2007-05-14 | 2011-10-24 | 19368 | 24917 | -5549 | -5549 |
| WALGREEN CO | P | 2007-07-12 | 2011-10-24 | 494822 | 643079 | -148257 | -148257 |
| WALGREEN CO | P | 2006-11-01 | 2011-10-24 | 342793 | 418500 | -75707 | -75707 |
| WELLPOINT INC | P | 2008-12-08 | 2011-01-18 | 110000 | 106156 | 3844 | 3844 |
| WELLPOINT INC | P | 2008-12-09 | 2011-01-18 | 210000 | 203057 | 6943 | 6943 |
| WELLS FARGO CO MTN BE FR | P | 2008-12-11 | 2011-06-02 | 425000 | 414447 | 10553 | 10553 |
| WELLS FARGO CORP | P | 2009-03-23 | 2011-08-01 | 250000 | 245000 | 5000 | 5000 |
| WEYERHAEUSER CO | P | 2008-12-12 | 2011-06-02 | 487994 | 418500 | 69494 | 69494 |
| WEYERHAEUSER CO | P | 2008-12-09 | 2011-06-02 | 89203 | 75650 | 13553 | 13553 |
| WEYERHAEUSER CO | P | 2009-04-29 | 2011-06-02 | 314835 | 300000 | 14835 | 14835 |
| WEYERHAEUSER CO | P | 2009-01-21 | 2011-06-02 | 608681 | 555002 | 53679 | 53679 |
| WTS GENERAL MOTORS COMPANY | P | 2008-06-04 | 2011-04-21 | 5 | 13 | -8 | -8 |
| WTS GENERAL MOTORS COMPANY | P | 2008-06-25 | 2011-04-21 | 2 | 3 | -1 | -1 |
| WTS GENERAL MOTORS COMPANY | P | 2008-06-25 | 2011-08-01 | 18 | 42 | -24 | -24 |
| WTS GENERAL MOTORS COMPANY | P | 2008-06-25 | 2011-11-02 | 1 | -1 | -1 | |
| WTS GENERAL MOTORS COMPANY | P | 2008-06-04 | 2011-04-21 | 4 | 10 | -6 | -6 |
| WTS GENERAL MOTORS COMPANY | P | 2008-06-25 | 2011-04-21 | 1 | 3 | -2 | -2 |
| WTS GENERAL MOTORS COMPANY | P | 2008-06-25 | 2011-08-01 | 13 | 32 | -19 | -19 |
| WTS GENERAL MOTORS COMPANY | P | 2008-06-25 | 2011-11-02 | 1 | -1 | -1 | |
| WPX ENERGY INC | P | 2011-10-28 | 2011-12-31 | 11 | 11 | 0 | 0 |
| RBC CAPITAL STOCK BASIS ADJUSTMENTS | P | 2011-12-31 | 2011-12-31 | 41874 | -41874 | -41874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1543904 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 10881916 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 157380704 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.069144 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 10303926 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 144730235 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.071194 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 9453967 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 174055759 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.054316 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 8218621 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 191953485 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.042816 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 11759259 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 85821610 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.137020 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.374490 | TotalDistributionRatio |
| Average Distribution Ratio | 0.074898 | AverageDistributionRatio |
| Net Noncharitable Assets | 164078445 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 12289147 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 62584 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 12351731 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 8955457 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 125168 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 125168 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 125168 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 213000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 213000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 87832 | Overpayment |
| Amount Credited To Next Year | 87832 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OR | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.MILLERFOUND.ORG | WebsiteAddress |
| Books In Care Of Person Name | CHARLES WALKER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5035463191 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL STE 520 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CHARLES H PUTNEY | ||||||||
| 520 SW YAMHILL STREET SUITE 520 | PORTLAND | OR | 97204 | PRESIDENT | 15.00 | 0 | 0 | 0 |
| ALICE MCCARTOR | ||||||||
| 520 SW YAMHILL STREET SUITE 520 | PORTLAND | OR | 97204 | DIRECTOR | 3.00 | 50000 | 0 | 0 |
| CHARLES WALKER | ||||||||
| 520 SW YAMHILL STREET SUITE 520 | PORTLAND | OR | 97204 | SECRETARY/DIRECTOR | 15.00 | 50000 | 0 | 0 |
| CHARLES ROOKS | ||||||||
| 520 SW YAMHILL STREET SUITE 520 | PORTLAND | OR | 97204 | DIRECTOR | 5.00 | 30000 | 0 | 0 |
| MARTHA RICHARDS | ||||||||
| 520 SW YAMHILL STREET SUITE 520 | PORTLAND | OR | 97204 | EXECUTIVE DIRECTOR | 40.00 | 205000 | 5682 | 0 |
| WILLIAM SWINDELLS | ||||||||
| 520 SW YAMHILL STREET SUITE 520 | PORTLAND | OR | 97204 | DIRECTOR | 5.00 | 30000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | CHARLES H PUTNEY | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY SUITE 1800 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | INVESTMENT MANAGEMENT | TypeOfService |
| Compensation | 259266 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 152013064 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 14522371 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 41667 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 166577102 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 166577102 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2498657 | CashDeemedCharitable |
| Net Noncharitable Assets | 164078445 | NetNoncharitableAssets |
| Minimum Investment Return | 8203922 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 8203922 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 125168 | TaxBasedOnInvestmentIncome |
| Total Tax | 125168 | TotalTax |
| Distributable Amount Before Adj | 8078754 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 8078754 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 8078754 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 8955457 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 8955457 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 8955457 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 8078754 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 7418588 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 961109 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3159199 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3166151 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 14705047 | TotalExcessDistriCarryover |
| Qualifying Distributions | 8955457 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 8078754 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 876703 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 15581750 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 7418588 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 8163162 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 961109 | ExcessFromYear3 |
| Excess From Year2 | 3159199 | ExcessFromYear2 |
| Excess From Year1 | 3166151 | ExcessFromYear1 |
| Excess From Current Year | 876703 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MARTHA RICHARDS EXECUTIVE DIRECTOR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL STREET STE 520 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5035463191 | RecipientPhoneNumber |
| Form And Info And Materials | PLEASE SEE APPLICATION GUIDELINES AT WWW.MILLERFOUND.ORG/APPLY | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATION DEADLINES ARE POSTED PERIODICALLY AT WWW.MILLERFOUND.ORG | SubmissionDeadlines |
| Restrictions On Awards | THE MILLER FOUNDATION MAKES RESPONSIVE GRANTS TO REQUESTS FROM ORGANIZATIONS BASED IN OREGON WHOSE PRIMARY FOCUS IS IN THE ARTS OR EDUCATION. FOR MORE INFORMATION, PLEASE SEE APPLICATION GUIDELINES AT WWW.MILLERFOUND.ORG/APPLY | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (195 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| CHALKBOARD PROJECT | |||||||
| 221 NW 2ND AVE SUITE 203 | PORTLAND | OR | 97209 | PUBLIC | FUNDING PARTNERSHIP | $178,000 | |
| OREGON PUBLIC BROADCASTING | |||||||
| 7140 SW MACADAM AVENUE | PORTLAND | OR | 972193099 | PUBLIC | OREGON ART BEAT AND OREGON EXPERIENCE | $400,000 | |
| PORTLAND STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 751 | PORTLAND | OR | 97207 | PUBLIC | SUSTAINABILITY INITIATIVES | $1,250,000 | |
| DE LA SALLE NORTH CATHOLIC HIGH SCHOOL | |||||||
| 7528 N FENWICK | PORTLAND | OR | 97217 | PUBLIC | STUDENT BODY EXPANSION PROJECT | $50,000 | |
| COASTAL COMMUNITIES CULTURAL CENTER | |||||||
| 540 HIGHWAY 101 | LINCOLN CITY | OR | 97367 | PUBLIC | HIRE AN EXECUTIVE DIRECTOR FOR THE LINCOLN CITY CULTURAL CENTER | $15,000 | |
| IMAGO THEATRE | |||||||
| PO BOX 15182 | PORTLAND | OR | 972939581 | PUBLIC | GENERAL OPERATING EXPENSES | $10,000 | |
| OREGON BALLET THEATRE | |||||||
| 818 SE 6TH AVE | PORTLAND | OR | 972142329 | PUBLIC | GENERAL OPERATING EXPENSES | $300,000 | |
| OREGON SYMPHONY | |||||||
| 921 SW WASHINGTONSUITE 200 | PORTLAND | OR | 97205 | PUBLIC | GENERAL OPERATING EXPENSES | $500,000 | |
| OREGON SYMPHONY | |||||||
| 921 SW WASHINGTONSUITE 200 | PORTLAND | OR | 97205 | PUBLIC | GENERAL OPERATING EXPENSES | $500,000 | |
| PORTLAND ART MUSEUM | |||||||
| 1219 SW PARK AVENUE | PORTLAND | OR | 97205 | PUBLIC | GENERAL OPERATING EXPENSES | $400,000 | |
| PORTLAND CENTER STAGE | |||||||
| 128 NW 11TH AVE | PORTLAND | OR | 97209 | PUBLIC | GENERAL OPERATING EXPENSES | $200,000 | |
| PORTLAND CENTER STAGE | |||||||
| 128 NW 11TH AVE | PORTLAND | OR | 97209 | PUBLIC | GENERAL OPERATING EXPENSES | $200,000 | |
| BAG AND BAGGAGE PRODUCTIONS | |||||||
| 6085 NE ALDER STREET | HILLSBORO | OR | 97124 | PUBLIC | CAPACITY BUILDING | $5,000 | |
| NESKOWIN VALLEY SCHOOL | |||||||
| 10005 SLAB CREEK ROAD | NESKOWIN | OR | 97149 | PUBLIC | NESKOWIN COMMUNITY SCHOOL | $10,000 | |
| PORTLAND OPERA ASSOCIATION | |||||||
| 810 SE BELMONT ST STUDIO 5 | PORTLAND | OR | 97214 | PUBLIC | LARGE ARTS INITIATIVE | $250,000 | |
| WORDSTOCK | |||||||
| 810 SE BELMONT ST STUDIO 5 | PORTLAND | OR | 97214 | PUBLIC | DEVELOPMENT/MARKETING ADMIN SUPPORT | $25,000 | |
| PLAYWRITE | |||||||
| PO BOX 13420 | PORTLAND | OR | 97213 | PUBLIC | GENERAL OPERATING EXPENSES | $20,000 | |
| GILBERT HOUSE CHILDRENS MUSEUM | |||||||
| 116 MARION STREET NE | SALEM | OR | 97301 | PUBLIC | ACCESS COMMUNITY OUTREACH PROGRAM | $10,000 | |
| NEWSPACE CENTER FOR PHOTOGRAPHY | |||||||
| 1632 SE 10TH AVE | PORTLAND | OR | 97214 | PUBLIC | BUILDING MANAGEMENT CAPACITY | $5,000 | |
| OREGON STATE UNIVERSITY FOUNDATION | |||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | PUBLIC | EXPANDING THE SUPPLEMENTAL INSTRUCTION PROGRAM | $25,000 | |
| TRIANGLE PRODUCTIONS | |||||||
| 1785 NE SANDY BLVD | PORTLAND | OR | 97232 | PUBLIC | GENERAL OPERATING EXPENSES | $20,000 | |
| SOUTHERN OREGON HISTORICAL SOCIETY | |||||||
| 106 N CENTRAL | MEDFORD | OR | 97501 | PUBLIC | RESEARCH LIBRARY | $5,000 | |
| LIVE WIRE RADIO | |||||||
| 3606 N MISSISSIPPI AVE | PORTLAND | OR | 97227 | PUBLIC | BUILDING MARKETING CAPACITY | $25,000 | |
| ARTISTS REPERTORY THEATRE | |||||||
| 1515 SW MORRISON STREET | PORTLAND | OR | 97205 | PUBLIC | GENERAL OPERATING EXPENSES | $25,000 | |
| ENTERPRISE PUBLIC LIBRARY | |||||||
| 101 NE FIRST STREET | ENTERPRISE | OR | 97828 | PUBLIC | CAPITAL IMPROVEMENTS TO EXISTING LIBRARY BUILDING | $5,000 | |
| LITERARY ARTS | |||||||
| 224 NW 13TH AVENUE SUITE 306 | PORTLAND | OR | 97209 | PUBLIC | CAPACITY BUILDING | $20,000 | |
| METROPOLITAN YOUTH SYMPHONY | |||||||
| 4800 SW MACADAM SUITE 105 | PORTLAND | OR | 97239 | PUBLIC | 2010/2011 CONCERT SEASON | $10,000 | |
| NORTHWEST CENTER FOR EDUCATIONAL OPTIONS | |||||||
| 10121 SE SUNNYSIDE ROAD | CLACKAMAS | OR | 97015 | PUBLIC | GENERAL OPERATING EXPENSES | $25,000 | |
| OREGON EPISCOPAL SCHOOL | |||||||
| 6300 SW NICOL ROAD | PORTLAND | OR | 97223 | PUBLIC | AARDVARKS ADVOCATE SKILLS & KNOWLEDGE PROGRAM | $10,000 | |
| WHITE BIRD | |||||||
| 5620 SW EDGEMONT PLACE | PORTLAND | OR | 97239 | PUBLIC | GENERAL OPERATING EXPENSES | $37,500 | |
| LAN SU CHINESE GARDEN | |||||||
| PO BOX 3706 | PORTLAND | OR | 972083706 | PUBLIC | THE VISITOR EXPERIENCE MASTER PLAN | $25,000 | |
| CHAMBER MUSIC NORTHWEST | |||||||
| 522 SW FIFTH AVE SUITE 920 | PORTLAND | OR | 97204 | PUBLIC | GENERAL OPERATING EXPENSES | $50,000 | |
| HIGH DESERT MUSEUM | |||||||
| 59800 SOUTH HIGHWAY 97 | BEND | OR | 977027962 | PUBLIC | CAPACITY BUILDING AND THE "CHANGING EXHIBITS" PROGRAM | $25,000 | |
| SCHOOLHOUSE SUPPLIES | |||||||
| 2735 NE 82ND AVE | PORTLAND | OR | 97220 | PUBLIC | BUILDING MARKETING CAPACITY | $15,000 | |
| BLUE SKY GALLERY | |||||||
| 122 NW 8TH AVENUE | PORTLAND | OR | 97211 | PUBLIC | GENERAL OPERATING EXPENSES | $6,750 | |
| OREGON TECH FOUNDATION INC | |||||||
| 3201 CAMPUS DRIVE | KLAMATH FALLS | OR | 976018801 | PUBLIC | BUILDING FUNDRAISING CAPACITY | $100,000 | |
| CROSSROADS CARNEGIE ART CENTER INC | |||||||
| 2020 AUBURN AVE | BAKER CITY | OR | 97814 | PUBLIC | BUILDING STAFF CAPACITY | $20,000 | |
| MIRACLE THEATRE GROUP | |||||||
| 425 SE 6TH AVE | PORTLAND | OR | 97214 | PUBLIC | GENERAL OPERATING EXPENSES | $10,000 | |
| ARTS CENTERLINN-BENTON REGIONAL ARTS COUNCIL | |||||||
| 700 SW MADISON AVENUE | PORTLAND | OR | 97333 | PUBLIC | GLOBETROTTERS ARTS & CULTURE PROGRAM | $15,000 | |
| YOUTH SYMPHONY OF SOUTHERN OREGON | |||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | PUBLIC | 2010-11 CONCERT SERIES | $10,000 | |
| SOUTHERN OREGON UNIVERSITY FOUNDATION | |||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97250 | PUBLIC | CHALLENGE GRANT IN SUPPORT OF THE SCHNEIDER MUSEUM OF ART | $15,000 | |
| SALEM ART ASSOCIATION | |||||||
| 600 MISSION STREET SE | SALEM | OR | 97302 | PUBLIC | GENERAL OPERATING EXPENSES | $10,000 | |
| PORTLAND OPPORTUNITIES INDUSTRIALIZATION CENTER | |||||||
| 717 N KILLINGSWORTH COURT | PORTLAND | OR | 97217 | PUBLIC | THE TRANSITIONS PROGRAM | $30,000 | |
| LEADERSHIP & ENTREPRENEURSHIP CHARTER HIGH SCHOOL | |||||||
| 2044 E BURNSIDE STREET | PORTLAND | OR | 97241 | PUBLIC | INCREASING FACULTY/STAFF CAPACITY | $20,000 | |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 972143354 | PUBLIC | GENERAL OPERATING EXPENSES | $125,000 | |
| NW DOCUMENTARY | |||||||
| 115 SW ASH STREET SUITE 620 | PORTLAND | OR | 97204 | PUBLIC | GENERAL OPERATING EXPENSES | $7,000 | |
| MOSIER COMMUNITY SCHOOL | |||||||
| PO BOX 307 | MOSIER | OR | 97040 | PUBLIC | BUILDING FUNDRAISING CAPACITY | $5,000 | |
| MOSIER COMMUNITY SCHOOL | |||||||
| PO BOX 307 | MOSIER | OR | 97040 | PUBLIC | BUILDING FUNDRAISING CAPACITY | $15,000 | |
| SALEMKEIZER COALITION FOR EQUALITY | |||||||
| PO BOX 4296 | SALEM | OR | 97302 | PUBLIC | PROGRAMS TO INCREASE PARENT AND FAMILY INVOLVEMENT IN SCHOOL | $25,000 | |
| FEAR NO MUSIC | |||||||
| PO BOX 1262 | PORTLAND | OR | 97207 | PUBLIC | PERFORMANCES OF "THE JULIET LETTERS" AND GUITARIST STEVEN MACKEY | $5,000 | |
| BEAVERTON SCHOOL DISTRICT | |||||||
| 16550 SW MERLO ROAD | BEAVERTON | OR | 97005 | PUBLIC | ARTS FOR LEARNING LESSONS PROJECT | $20,000 | |
| CURRY COUNTY LIBRARY FOUNDATION | |||||||
| 94341 3RD STREET | GOLD BEACH | OR | 97444 | PUBLIC | CAPACITY BUILDING GRANT IN SUPPORT OF HARDWARE UPGRADES | $16,000 | |
| CRATERIAN PERFORMANCES COMPANY | |||||||
| 23 S CENTRAL AVENUE | MEDFORD | OR | 97501 | PUBLIC | GENERAL OPERATING EXPENSES | $10,000 | |
| PROFILE THEATRE PROJECT | |||||||
| PO BOX 14845 | PORTLAND | OR | 97293 | PUBLIC | GENERAL OPERATING EXPENSES | $15,000 | |
| OREGON COMMUNITY FOUNDATION - BONNIE BRONSON FUND | |||||||
| 1801 NW UPSHUR 510 | PORTLAND | OR | 97209 | PUBLIC | BONNIE BRONSON EXHIBITION AND COLLECTION CATALOG | $15,000 | |
| CASCADES THEATRICAL COMPANY | |||||||
| 148 NW GREENWOOD AVENUE | BEND | OR | 97701 | PUBLIC | INCREASED STAFFING AND EQUIPMENT UPGRADES | $15,000 | |
| CASCADE COMMUNITY SCHOOL OF MUSIC | |||||||
| 200 NW PACIFIC PARK LANE | BEND | OR | 97701 | PUBLIC | GENERAL OPERATING EXPENSES | $15,000 | |
| COLUMBIA GORGE ARTS IN EDUCATION | |||||||
| 1009 EUGENE STREET | HOOD RIVER | OR | 97031 | PUBLIC | GENERAL OPERATING EXPENSES | $10,000 | |
| PORTLAND READING FOUNDATION | |||||||
| PO BOX 80516 | PORTLAND | OR | 97280 | PUBLIC | READING TEAM MODEL | $15,000 | |
| PACIFIC NORTHWEST COLLEGE OF ART | |||||||
| 1241 NW JOHNSON STREET | PORTLAND | OR | 97209 | PUBLIC | CHALLENGE GRANT TO BUILD AN ANNUAL FUND | $40,000 | |
| PORTLAND SYMPHONIC CHOIR | |||||||
| PO BOX 1517 | PORTLAND | OR | 97207 | PUBLIC | WEBSITE DEVELOPMENT | $10,000 | |
| PORTLAND BAROQUE ORCHESTRA | |||||||
| 1020 SW TAYLOR ST SUITE 200 | PORTLAND | OR | 97205 | PUBLIC | COLLABORATION WITH THE OREGON BACH FESTIVAL | $50,000 | |
| PORTLAND GAY MENS CHORUS | |||||||
| PO BOX 3223 | PORTLAND | OR | 97208 | PUBLIC | BUILDING FUNDRAISING CAPACITY | $10,000 | |
| CORNUCOPIA ARTS COUNCIL | |||||||
| PO BOX 921 | HALFWAY | OR | 97834 | PUBLIC | SUMMER MUSIC FESTIVAL IN PINE VALLEY | $5,000 | |
| I HAVE A DREAM FOUNDATION - OREGON | |||||||
| 1478 NE KILLINGSWORTH | PORTLAND | OR | 97211 | PUBLIC | DREAMER SCHOOL PROJECT | $200,000 | |
| PORTLAND CHILDREN'S MUSEUM | |||||||
| 4015 SW CANYON ROAD | PORTLAND | OR | 97221 | PUBLIC | EDUCATIONAL PROGRAMMING | $30,000 | |
| ROGUE VALLEY CHORALE ASSOCIATION | |||||||
| 319 7TH STREET | ROGUE RIVER | OR | 97537 | PUBLIC | BUILDING STAFF CAPACITY | $13,500 | |
| MUSEUM OF CONTEMPORARY CRAFT | |||||||
| 724 NW DAVIS STREET | PORTLAND | OR | 97209 | PUBLIC | CHALLENGE GRANT TO BUILD AN ANNUAL FUND | $15,000 | |
| CHALKBOARD PROJECT | |||||||
| 221 NW 2ND AVE SUITE 203 | PORTLAND | OR | 97209 | PUBLIC | SPECIAL PROJECT: CASH RESERVES FOR CLASS | $60,000 | |
| OREGON COAST CHILDREN'S THEATRE | |||||||
| PO BOX 538 | TOLEDO | OR | 97391 | PUBLIC | EXPANDING THE ARTS IN EDUCATION AND COMMUNITY ARTS INITIATIVE PROGRAMS | $5,000 | |
| COOS ART MUSEUM | |||||||
| 235 ANDERSON AVENUE | COOS BAY | OR | 97240 | PUBLIC | AMERICAN SOCIETY OF MARINE ARTISTS EXHIBIT | $4,000 | |
| CHILDRENS INSTITUTE | |||||||
| 1221 SW YAHMHILL ST SUITE 260 | PORTLAND | OR | 97205 | PUBLIC | EARLY LEARNING DEMONSTRATION INITIATIVE | $25,000 | |
| SHADOW PROJECT | |||||||
| 6663 SW BEAVERTON HILLSDALE HWY 108 | PORTLAND | OR | 97225 | PUBLIC | BUILDING FUNDRAISING CAPACITY | $6,050 | |
| SOUTH BENTON COMMUNITY ENHANCEMENT ASSOCIATION | |||||||
| PO BOX 591 | MONROE | OR | 97456 | PUBLIC | NEW LIBRARY BUILDING | $50,000 | |
| PORTLAND JAPANESE GARDEN | |||||||
| PO BOX 3847 | PORTLAND | OR | 97208 | PUBLIC | ART, CULTURE AND EDUCATIONAL PROGRAMS | $25,000 | |
| HAND2MOUTH THEATRE | |||||||
| 6551 N MARYLAND AVE | PORTLAND | OR | 97217 | PUBLIC | NEW THEATRE FOR OREGON AND BEYOND | $10,000 | |
| MERCYCORPS | |||||||
| 45 SW ANKENY STREET | PORTLAND | OR | 97204 | PUBLIC | BUILDING STAFF CAPACITY | $20,000 | |
| OREGON HISTORICAL SOCIETY | |||||||
| 1200 SOUTHWEST PARK AVE | PORTLAND | OR | 97205 | PUBLIC | BUILDING FUNDRAISING CAPACITY AND GENERAL OPERATING EXPENSES | $50,000 | |
| PHAME ACADEMY OF FINE ARTS | |||||||
| 1631 NE BROADWAY 134 | PORTLAND | OR | 97232 | PUBLIC | GENERAL OPERATING EXPENSES | $5,000 | |
| PORTLAND YOUTH PHILHARMONIC ASSOCIATION | |||||||
| 421 SW 6TH AVENUE SUITE 1350 | PORTLAND | OR | 97204 | PUBLIC | GENERAL OPERATING EXPENSES | $25,000 | |
| ACE ACADEMY | |||||||
| 4222 NORTHEAST 158TH AVENUE | PORTLAND | OR | 97230 | PUBLIC | TEACHING AWARD | $4,573 | |
| ACE ACADEMY | |||||||
| 4222 NORTHEAST 158TH AVENUE | PORTLAND | OR | 97230 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| CENTRAL POINT SCHOOL DISTRICT 6 | |||||||
| 300 ASH STREET | CENTRAL POINT | OR | 97502 | PUBLIC | TEACHING AWARD | $4,785 | |
| CENTRAL POINT SCHOOL DISTRICT 6 | |||||||
| 300 ASH STREET | CENTRAL POINT | OR | 97502 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| BEND SR HIGH SCHOOL | |||||||
| 320 NE 6TH STREET | BEND | OR | 97701 | PUBLIC | TEACHING AWARD | $2,240 | |
| BEND SR HIGH SCHOOL | |||||||
| 320 NE 6TH STREET | BEND | OR | 97701 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| CENTURY HIGH SCHOOL | |||||||
| 2000 SE CENTURY BLVD | HILLSBORO | OR | 97123 | PUBLIC | TEACHING AWARD | $4,340 | |
| CENTURY HIGH SCHOOL | |||||||
| 2000 SE CENTURY BLVD | HILLSBORO | OR | 97123 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| CORVALLIS SCHOOL DISTRICT | |||||||
| 1555 SW 35TH STREET | CORVALLIS | OR | 97330 | PUBLIC | TEACHING AWARD | $5,000 | |
| CORVALLIS SCHOOL DISTRICT | |||||||
| 1555 SW 35TH STREET | CORVALLIS | OR | 97330 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| HOOD RIVER COUNTY SCHOOL DISTRICT | |||||||
| 1011 EUGENE STREET | HOOD RIVER | OR | 97301 | PUBLIC | TEACHING AWARD | $2,770 | |
| HOOD RIVER COUNTY SCHOOL DISTRICT | |||||||
| 1011 EUGENE STREET | HOOD RIVER | OR | 97301 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| JACKSON COUNTY SCHOOL DISTRICT #9 | |||||||
| 11 NORTH ROYAL AVENUE | EAGLE POINT | OR | 97524 | PUBLIC | TEACHING AWARD | $4,847 | |
| JACKSON COUNTY SCHOOL DISTRICT #9 | |||||||
| 11 NORTH ROYAL AVENUE | EAGLE POINT | OR | 97524 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| CRATER SCHOOL OF BUSINESS INNOVATION AND SCIENCE | |||||||
| 655 N THIRD STREET | CENTRAL POINT | OR | 97502 | PUBLIC | TEACHING AWARD | $1,057 | |
| CRATER SCHOOL OF BUSINESS INNOVATION AND SCIENCE | |||||||
| 655 N THIRD STREET | CENTRAL POINT | OR | 97502 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| DAVID DOUGLAS HIGH SCHOOL | |||||||
| 1001 SE 135TH AVE | PORTLAND | OR | 97233 | PUBLIC | TEACHING AWARD | $3,246 | |
| DAVID DOUGLAS HIGH SCHOOL | |||||||
| 1001 SE 135TH AVE | PORTLAND | OR | 97233 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| DAYVILLE SCHOOL DISRICT | |||||||
| 285 SCHOOL HOUSE ROAD | DAYVILLE | OR | 97825 | PUBLIC | TEACHING AWARD | $2,732 | |
| DAYVILLE SCHOOL DISRICT | |||||||
| 285 SCHOOL HOUSE ROAD | DAYVILLE | OR | 97825 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| JOSEPH SCHOOL DISTRICT | |||||||
| PO BOX W | JOSEPH | OR | 97846 | PUBLIC | TEACHING AWARD | $2,735 | |
| JOSEPH SCHOOL DISTRICT | |||||||
| PO BOX W | JOSEPH | OR | 97846 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| ESTACADA HIGH SCHOOL | |||||||
| 355 NE 6TH STREET | ESTACADA | OR | 97023 | PUBLIC | TEACHING AWARD | $1,832 | |
| ESTACADA HIGH SCHOOL | |||||||
| 355 NE 6TH STREET | ESTACADA | OR | 97023 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| GASTON HIGH SCHOOL | |||||||
| PO BOX 68 | GASTON | OR | 97119 | PUBLIC | TEACHING AWARD | $5,000 | |
| GASTON HIGH SCHOOL | |||||||
| PO BOX 68 | GASTON | OR | 97119 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| HARRIET TUBMAN LEADERSHIP ACADEMY FOR YOUNG WOMEN | |||||||
| 2231 N FLINT AVE | PORTLAND | OR | 97227 | PUBLIC | TEACHING AWARD | $5,000 | |
| HARRIET TUBMAN LEADERSHIP ACADEMY FOR YOUNG WOMEN | |||||||
| 2231 N FLINT AVE | PORTLAND | OR | 97227 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| HOOD RIVER COUNTY SCHOOL DISTRICT | |||||||
| 1011 EUGENE STREET | HOOD RIVER | OR | 97031 | PUBLIC | TEACHING AWARD | $4,991 | |
| HOOD RIVER COUNTY SCHOOL DISTRICT | |||||||
| 1011 EUGENE STREET | HOOD RIVER | OR | 97031 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| KINGS VALLEY CHARTER SCHOOL | |||||||
| 38840 KINGS VALLEY HWY | PHILOMATH | OR | 97370 | PUBLIC | TEACHING AWARD | $4,841 | |
| KINGS VALLEY CHARTER SCHOOL | |||||||
| 38840 KINGS VALLEY HWY | PHILOMATH | OR | 97370 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| LEADERSHIP AND ENTREPRENEURSHIP PUBLIC CHARTER SCHOOL | |||||||
| 2044 E BURNSIDE | PORTLAND | OR | 97214 | PUBLIC | TEACHING AWARD | $5,000 | |
| LEADERSHIP AND ENTREPRENEURSHIP PUBLIC CHARTER SCHOOL | |||||||
| 2044 E BURNSIDE | PORTLAND | OR | 97214 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| MILWAUKIE HIGH SCHOOL | |||||||
| 11300 SE 23RD AVE | MILWAUKIE | OR | 97222 | PUBLIC | TEACHING AWARD | $1,958 | |
| MILWAUKIE HIGH SCHOOL | |||||||
| 11300 SE 23RD AVE | MILWAUKIE | OR | 97222 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| MULTNOMAH EDUCATION SERVICE DISTRICT | |||||||
| 11611 NE AINSWORTH CIRCLE | PORTLAND | OR | 97060 | PUBLIC | TEACHING AWARD | $1,360 | |
| MULTNOMAH EDUCATION SERVICE DISTRICT | |||||||
| 11611 NE AINSWORTH CIRCLE | PORTLAND | OR | 97060 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| NEWBERG HIGH SCHOOL | |||||||
| 2400 DOUGLAS AVE | NEWBERG | OR | 97132 | PUBLIC | TEACHING AWARD | $4,176 | |
| NEWBERG HIGH SCHOOL | |||||||
| 2400 DOUGLAS AVE | NEWBERG | OR | 97132 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| PARKROSE HIGH SCHOOL | |||||||
| 12003 NE SHAVER ST | PORTLAND | OR | 97220 | PUBLIC | TEACHING AWARD | $2,540 | |
| PARKROSE HIGH SCHOOL | |||||||
| 12003 NE SHAVER ST | PORTLAND | OR | 97220 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| PERRYDALE SCHOOL DISTRICT | |||||||
| 7445 PERRYDALE RD | AMITY | OR | 97101 | PUBLIC | TEACHING AWARD | $5,000 | |
| PERRYDALE SCHOOL DISTRICT | |||||||
| 7445 PERRYDALE RD | AMITY | OR | 97101 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| PHOENIX-TALENT SCHOOL DISTRICT | |||||||
| PO BOX 698 | PHOENIX | OR | 97535 | PUBLIC | TEACHING AWARD | $4,925 | |
| PHOENIX-TALENT SCHOOL DISTRICT | |||||||
| PO BOX 698 | PHOENIX | OR | 97535 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| ROOSEVELT HIGH SCHOOL | |||||||
| 6941 N CENTRAL STREET | PORTLAND | OR | 97203 | PUBLIC | TEACHING AWARD | $1,000 | |
| ROOSEVELT HIGH SCHOOL | |||||||
| 6941 N CENTRAL STREET | PORTLAND | OR | 97203 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $3,039 | |
| ROOSEVELT HIGH SCHOOL | |||||||
| 6941 N CENTRAL STREET | PORTLAND | OR | 97203 | PUBLIC | TEACHING AWARD | $3,738 | |
| ROOSEVELT HIGH SCHOOL | |||||||
| 6941 N CENTRAL STREET | PORTLAND | OR | 97203 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| SCAPPOOSE HIGH SCHOOL | |||||||
| 33700 SE HIGH SCHOOL WAY | SCAPPOOSE | OR | 97056 | PUBLIC | TEACHING AWARD | $4,775 | |
| SCAPPOOSE HIGH SCHOOL | |||||||
| 33700 SE HIGH SCHOOL WAY | SCAPPOOSE | OR | 97056 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| NORTH EUGENE HIGH SCHOOL | |||||||
| 200 SILVER LANE | EUGENE | OR | 97401 | PUBLIC | TEACHING AWARD | $5,000 | |
| NORTH EUGENE HIGH SCHOOL | |||||||
| 200 SILVER LANE | EUGENE | OR | 97401 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| SCIO SCHOOL DISTRICT | |||||||
| 38875 NW 1ST AVE | SCIO | OR | 97374 | PUBLIC | TEACHING AWARD | $4,760 | |
| SCIO SCHOOL DISTRICT | |||||||
| 38875 NW 1ST AVE | SCIO | OR | 97374 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| ROOSEVELT HIGH SCHOOL | |||||||
| 6941 N CENTRAL STREET | PORTLAND | OR | 97203 | PUBLIC | TEACHING AWARD | $3,680 | |
| ROOSEVELT HIGH SCHOOL | |||||||
| 6941 N CENTRAL STREET | PORTLAND | OR | 97203 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| TILLAMOOK SCHOOL DISTRICT #9 | |||||||
| 2510 1ST STREET | TILLAMOOK | OR | 97918 | PUBLIC | TEACHING AWARD | $4,950 | |
| TILLAMOOK SCHOOL DISTRICT #9 | |||||||
| 2510 1ST STREET | TILLAMOOK | OR | 97918 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| VALE HIGH SCHOOL | |||||||
| 505 VIKING DRIVE | VALE | OR | 97502 | PUBLIC | TEACHING AWARD | $3,571 | |
| VALE HIGH SCHOOL | |||||||
| 505 VIKING DRIVE | VALE | OR | 97502 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| CENTRAL POINT SCHOOL DISTRICT 6 | |||||||
| 300 ASH STREET | CENTRAL POINT | OR | 97103 | PUBLIC | TEACHING AWARD | $4,785 | |
| CENTRAL POINT SCHOOL DISTRICT 6 | |||||||
| 300 ASH STREET | CENTRAL POINT | OR | 97103 | PUBLIC | STUDENT ACHIEVEMENT GRANT | $1,000 | |
| ASTORIA MUSIC FESTIVAL | |||||||
| PO BOX 113 | ASTORIA | OR | 97501 | PUBLIC | PROGRAM SUPPORT-EXHIBITION PERFORMANCE COSTS | $10,000 | |
| PETER BRITT GARDENS MUSIC AND ARTS FESTIVAL ASSOCIATION | |||||||
| 216 WEST MAIN STREETPOST OFFICE BOX | MEDFORD | OR | 97045 | PUBLIC | GENERAL OPERATING SUPPORT | $15,000 | 1124 |
| CLACKAMAS COMMUNITY COLLEGE FOUNDATION | |||||||
| 19600 MOLALLA AVENUE | OREGON CITY | OR | 97401 | PUBLIC | THEATRICAL PRODUCATION OF OKLAHOMA! | $5,000 | |
| EUGENE SYMPHONY ASSOCIATION | |||||||
| 115 WEST 8TH AVENUE SUITE 115 | EUGENE | OR | 97031 | PUBLIC | PROGRAM SUPPORT - EXHIBITION/PERFORMANCE/PRODUCTION COSTS | $10,000 | |
| HOOD RIVER COUNTY LIBRARY DISTRICT | |||||||
| 502 STATE STREET | HOOD RIVER | OR | 97205 | PUBLIC | GENERAL OPERATING SUPPORT | $15,000 | |
| INDEPENDENT PUBLISHING RESOURCE CENTER | |||||||
| 917 SW OAK 218 | PORTLAND | OR | 97222 | PUBLIC | CAPACITY BUILDING PLANNING | $15,000 | |
| LA SALLE CATHOLIC COLLEGE PREPARATORY | |||||||
| 11999 SE FULLER ROAD | MILWAUKIE | OR | 97402 | PUBLIC | A THREE-YEAR GRANT IN SUPPORT OF TEACHER AND CURRICULUM DEVELOPMENT | $30,000 | |
| LANE COUNTY SCHOOL DISTRICT 4J | |||||||
| 200 NORTH MONROE | EUGENE | OR | 97204 | PUBLIC | AVID PROGRAM | $20,000 | |
| LIBRARY FOUNDATION | |||||||
| 620 SW FIFTH AVE SUITE 1025 | PORTLAND | OR | 97242 | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 | |
| NORTHWEST PROFESSIONAL DANCE PROJECT | |||||||
| PO BOX 42488 | PORTLAND | OR | 97205 | PUBLIC | GENERAL OPERATING SUPPORT | $20,000 | |
| OREGON COMMUNITY FOUNDATION | |||||||
| 1221 SW YAMHILL SUITE 100 | PORTLAND | OR | 972083588 | PUBLIC | PROGRAM SUPPORT - PROGRAM DEVELOPMENT/EXPANSION | $32,500 | |
| OREGON CULTURAL HERITAGE COMMISSION | |||||||
| PO BOX 3588 | PORTLAND | OR | 97207 | PUBLIC | CAPACITY BUILDING | $3,000 | |
| PORTLAND FESTIVAL SYMPHONY | |||||||
| PO BOX 585 | PORTLAND | OR | 97210 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | |
| PUBLIC HOUSE THEATRE COMPANY | |||||||
| C/O COHO THEATRE 2257 NW RALEIGH | PORTLAND | OR | 97205 | PUBLIC | PROGRAM SUPPORT - PROGRAM DEVELOPMENT/EXPANSION | $3,000 | STREET |
| SATURDAY ACADEMY | |||||||
| 830 SW 10TH AVE SUITE 200 | PORTLAND | OR | 972271265 | PUBLIC | GENERAL OPPERATING SUPPORT | $25,000 | |
| SELF ENHANCEMENT INC | |||||||
| 3920 N KERBY AVENUE | PORTLAND | OR | 97470 | PUBLIC | CAPACITY BUILDING - MANAGEMENT | $100,000 | |
| UMPQUA SYMPHONY ASSOCIATION | |||||||
| PO BOX 241 | ROSEBURG | OR | 97213 | PUBLIC | EXPANDING MUSIC PROGRAMS | $2,500 | |
| YOUNG MUSICIANS & ARTISTS | |||||||
| PO BOX 13277 | PORTLAND | OR | 97801 | PUBLIC | CAPACITY BUILDING | $12,000 | |
| BLUE MOUNTAIN COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 100 | PENDLETON | OR | 977015998 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $50,000 | |
| CENTRAL OREGON COMMUNITY COLLEGE FOUNDATION | |||||||
| 2600 NW COLLEGE WAY | BEND | OR | 97309 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $50,000 | |
| CHEMEKETA COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 14007 | SALEM | OR | 97045 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $150,000 | |
| CLACKAMAS COMMUNITY COLLEGE FOUNDATION | |||||||
| 19600 MOLALLA AVENUE | OREGON CITY | OR | 97103 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $110,000 | |
| CLATSOP COMMUNITY COLLEGE FOUNDATION | |||||||
| 1653 JEROME AVE | ASTORIA | OR | 97058 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $50,000 | |
| COLUMBIA GORGE COMMUNITY COLLEGE FOUNDATION | |||||||
| 400 EAST SCENIC DRIVE | THE DALLES | OR | 97405 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $50,000 | |
| LANE COMMUNITY COLLEGE FOUNDATION | |||||||
| 4000 E 30TH AVE | EUGENE | OR | 97321 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $150,000 | |
| LINN-BENTON COMMUNITY COLLEGE FOUNDATION | |||||||
| 6500 SW PACIFIC BLVD | ALBANY | OR | 97030 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $90,000 | |
| MT HOOD COMMUNITY COLLEGE FOUNDATION | |||||||
| 26000 SE STARK ST | GRESHAM | OR | 97366 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $120,000 | |
| OREGON COAST COMMUNITY COLLEGE FOUNDATION | |||||||
| 400 SE COLLEGE WAY | NEWPORT | OR | 97280 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $50,000 | |
| PORTLAND COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 19000 | PORTLAND | OR | 97527 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $320,000 | |
| ROGUE COMMUNITY COLLEGE FOUNDATION | |||||||
| 3345 REDWAY HIGHWAY | GRANTS PASS | OR | 97420 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $60,000 | |
| SOUTHWESTERN OREGON COMMUNITY COLLEGE FOUNDATION | |||||||
| 1988 NEWMARK AVE | COOS BAY | OR | 97141 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $50,000 | |
| TILLAMOOK BAY COMMUNITY COLLEGE FOUNDATION | |||||||
| 4301 THIRD STREET | TILLAMOOK | OR | 97914 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $50,000 | |
| TREASURE VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 650 COLLEGE BLVD | ONTARIO | OR | 97470 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $50,000 | |
| UMPQUA COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 967 | ROSEBURG | OR | 97210 | PUBLIC | COMMUNITY COLLEGE INITIATIVE | $50,000 | |
| CHESS FOR SUCCESS | |||||||
| 2701 NW VAUGHN SUITE 101 | PORTLAND | OR | 97141 | PUBLIC | PROGRAM EXPANSION | $20,000 | |
| MONDAY MUSICAL CLUB OF TILLAMOOK | |||||||
| 6415 WESTWOOD COURT | TILLAMOOK | OR | 97365 | PUBLIC | BRINGING THE VIENNA BOYS' CHOIR TO THE 2011-12 SEASON OPENING | $4,000 | |
| OREGON COAST AQUARIUM | |||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97205 | PUBLIC | GENERAL OPERATING EXPENSES | $50,000 | |
| OREGON MENTORS | |||||||
| 1221 SW YAMHILL STREET SUITE 260 | PORTLAND | OR | 97201 | PUBLIC | MENTORING PROGRAMS | $20,000 | |
| PORTLAND ACTORS CONSERVATORY | |||||||
| 1436 SW MONTGOMERY | PORTLAND | OR | 97292 | PUBLIC | CAMPAIGN TO INCREASE APPLICANT POOL | $20,000 | |
| SERENDIPITY CENTER INC | |||||||
| PO BOX 33350 | PORTLAND | OR | 97281 | PUBLIC | LEARNING SPECIALIST TO TRAIN TEACHERS | $15,000 | |
| CLASSIC GREEK THEATRE OF OREGON | |||||||
| PO BOX 23908 | PORTLAND | OR | 97223 | PUBLIC | TOURING PRODUCTION OF IPHIGENIA IN TAURIS | $7,500 | |
| BROADWAY ROSE THEATRE COMPANY | |||||||
| 12850 SW GRANT AVENUE | TIGARD | OR | 97203 | PUBLIC | HIRING A STRATEGIC PLANNING CONSULTANT | $15,000 | |
| CATHEDRAL PARK JAZZ FESTIVAL | |||||||
| 7325 N ALTA AVE | PORTLAND | OR | 97217 | PUBLIC | TRANSITIONING TO PAID STAFF | $10,000 | |
| PORTLAND PLAYHOUSE | |||||||
| 4307 N COMMERCIAL AVE | PORTLAND | OR | 972027798 | PUBLIC | BUILDING STAFF CAPACITY | $30,000 | |
| REED COLLEGE | |||||||
| 3203 SE WOODSTOCK BLVD | PORTLAND | OR | 97501 | PUBLIC | IMPROVEMENTS TO THE THEATRE ARTS PROGRAM | $32,893 | |
| SOUTH MEDFORD HIGH SCHOOL | |||||||
| 1551 CUNNINGHAM AVENUE | MEDFORD | OR | 97520 | PUBLIC | LEADERSHIP/LINKS PROGRAM | $20,000 | |
| ROGUE VALLEY SYMPHONY ASSOCIATION | |||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97801 | PUBLIC | DATABASE AND COMPUTER HARDWARE UPGRADE PROJECT | $3,200 | |
| CHILDRENS MUSEUM OF EASTERN OREGON | |||||||
| 400 SOUTH MAIN STREET | PENDLETON | OR | 97709 | PUBLIC | ART ROOM ENHANCEMENTS | $5,000 | |
| NATURE OF WORDS | |||||||
| PO BOX 56 | BEND | OR | 97209 | PUBLIC | GENERAL OPERATING EXPENSES | $5,000 | |
| CHALKBOARD PROJECT | |||||||
| 221 NW 2ND AVE SUITE 203 | PORTLAND | OR | 97209 | PUBLIC | TO FUND A POSITION TO SUPPORT THE STATE'S OREGON EDUCATION INVESTMENT BOARD | $20,000 | |
| PORTLAND OPERA ASSOCIATION | |||||||
| 211 SE CARUTHERS ST | PORTLAND | OR | 97214 | PUBLIC | GENERAL OPERATING SUPPORT | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 8339639 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (131 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| DEFUNKT THEATRE | ||||||
| 4319 SE HAWTHORNE BLVD | PORTLAND | OR | 97215 | PUBLIC | IN SUPPORT OF TWO MAIN STAGE PRODUCTIONS AT THE BACK DOOR THEATER | $3,250 |
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 751 | PORTLAND | OR | 97207 | PUBLIC | SUSTAINABILITY INITIATIVES | $1,250,000 |
| SOUTHERN OREGON HISTORICAL SOCIETY | ||||||
| 106 N CENTRAL | MEDFORD | OR | 97501 | PUBLIC | RESEARCH LIBRARY | $5,000 |
| CHALKBOARD PROJECT | ||||||
| 221 NW 2ND AVE SUITE 203 | PORTLAND | OR | 97209 | PUBLIC | IN SUPPORT OF THE CLASS PROJECT | $206,500 |
| CHAMBER MUSIC NORTHWEST | ||||||
| 522 SW FIFTH AVE SUITE 920 | PORTLAND | OR | 97204 | PUBLIC | GENERAL OPERATING EXPENSES | $50,000 |
| EASTERN OREGON REGIONAL ARTS COUNCIL DBA ARTSEAST | ||||||
| PO BOX 541 | LA GRANDE | OR | 97850 | PUBLIC | IN SUPPORT OF ARTS LEARNING OPPORTUNITIES IN EASTERN OREGON | $10,000 |
| FILM ACTION OREGON | ||||||
| 4122 NE SANDY BLVD | PORTLAND | OR | 97212 | PUBLIC | IN SUPPORT OF DIGITAL PROJECTION EQUIPMENT UPGRADES | $15,000 |
| FISHTRAP | ||||||
| POST OFFICE BOX 38 | ENTERPRISE | OR | 97828 | PUBLIC | IN SUPPORT OF BUILDING ADMINISTRATIVE, COMMUNICATION, AND FINANCIAL CAPACITY | $10,000 |
| HIGH DESERT MUSEUM | ||||||
| 59800 SOUTH HIGHWAY 97 | BEND | OR | 977027962 | PUBLIC | CAPACITY BUILDING AND THE "CHANGING EXHIBITS" PROGRAM | $25,000 |
| LEADERSHIP & ENTREPRENEURSHIP CHARTER HIGH SCHOOL | ||||||
| 2044 E BURNSIDE STREET | PORTLAND | OR | 97241 | PUBLIC | INCREASING FACULTY/STAFF CAPACITY | $20,000 |
| MIRACLE THEATRE GROUP | ||||||
| 425 SE 6TH AVE | PORTLAND | OR | 97214 | PUBLIC | GENERAL OPERATING EXPENSES | $10,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | ||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 972143354 | PUBLIC | GENERAL OPERATING EXPENSES | $125,000 |
| OREGON PUBLIC BROADCASTING | ||||||
| 7140 SW MACADAM AVENUE | PORTLAND | OR | 972193099 | PUBLIC | OREGON ART BEAT AND OREGON EXPERIENCE | $400,000 |
| OREGON TECH FOUNDATION INC | ||||||
| 3201 CAMPUS DRIVE | KLAMATH FALLS | OR | 976018801 | PUBLIC | BUILDING FUNDRAISING CAPACITY | $75,000 |
| PACIFIC YOUTH CHOIR | ||||||
| 3716 SW MT ADAMS DRIVE | PORTLAND | OR | 97239 | PUBLIC | IN SUPPORT OF GENERAL OPERATIN EXPENSES | $4,000 |
| PORTLAND COLUMBIA SYMPHONY | ||||||
| PO BOX 6559 | PORTLAND | OR | 97228 | PUBLIC | IN SUPPORT OF CONCERT ACTIVITIES OF THE 30TH ANNIVERSARY SEASON (2011-2012) | $7,500 |
| PORTLAND JAZZ FESTIVAL INC | ||||||
| 133 SW SECOND AVE SUITE 420 | PORTLAND | OR | 97204 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $5,000 |
| SALEM ART ASSOCIATION | ||||||
| 600 MISSION STREET SE | SALEM | OR | 97302 | PUBLIC | GENERAL OPERATING EXPENSES | $10,000 |
| SALEMKEIZER COALITION FOR EQUALITY | ||||||
| PO BOX 4296 | SALEM | OR | 97302 | PUBLIC | PROGRAMS TO INCREASE PARENT AND FAMILY INVOLVEMENT IN SCHOOL | $25,000 |
| SCHOOLHOUSE SUPPLIES | ||||||
| 2735 NE 82ND AVE | PORTLAND | OR | 97220 | PUBLIC | BUILDING MARKETING CAPACITY | $15,000 |
| THE ARTS CENTERLINN-BENTON REGIONAL ARTS CENTER | ||||||
| 700 SW MADISON AVENUE | PORTLAND | OR | 97333 | PUBLIC | GLOBETROTTERS ARTS & CULTURE PROGRAM | $10,000 |
| THIRD ANGLE NEW MUSIC ENSEMBLE | ||||||
| PO BOX 28225 | PORTLAND | OR | 97209 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $5,000 |
| THIRD RAIL REPERTORY THEATRE | ||||||
| PO BOX 96063 | PORTLAND | OR | 97296 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $20,000 |
| CASCADE COMMUNITY SCHOOL OF MUSIC | ||||||
| 200 NW PACIFIC PARK LANE | BEND | OR | 97701 | PUBLIC | GENERAL OPERATING EXPENSES | $10,000 |
| CREATIVE ADVOCACY NETWORK | ||||||
| 3242 NE 12TH AVENUE | PORTLAND | OR | 97209 | PUBLIC | IN SUPPORT OF PUBLIC OUTREACH PROGRAMS | $30,000 |
| PORTLAND GAY MEN'S CHORUS | ||||||
| PO BOX 3223 | PORTLAND | OR | 97208 | PUBLIC | BUILDING FUNDRAISING CAPACITY | $10,000 |
| ROGUE VALLEY CHORALE ASSOCIATION | ||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | PUBLIC | IN SUPPORT OF THE PURCHASE OF SOFTWARE AND HARDWARE TO IMPROVE PATRON RELATIONS | $12,500 |
| TEARS OF JOY THEATRE | ||||||
| 323 NE WYGANT STREET 201 | PORTLAND | OR | 97211 | PUBLIC | IN SUPPORT OF BUILDING FUNDRAISING CAPACITY | $30,000 |
| BEAVERTON SCHOOL DISTRICT | ||||||
| 16550 SW MERLO ROAD | BEAVERTON | OR | 97005 | PUBLIC | ARTS FOR LEARNING LESSONS PROJECT | $20,000 |
| IMAGO THEATRE | ||||||
| PO BOX 15182 | PORTLAND | OR | 972939581 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $10,000 |
| NORTHWEST FILM CENTER | ||||||
| 1219 SW SALMON | PORTLAND | OR | 97205 | PUBLIC | IN SUPPORT OF ONGOING FILM EXHIBITION PROGRAMS | $15,000 |
| CRATERIAN PERFORMANCES COMPANY | ||||||
| 23 S CENTRAL AVENUE | MEDFORD | OR | 97501 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES FOR THE 2011-12 PERFORMANCE SEASON | $10,000 |
| PDX SUMMER SCHOOL | ||||||
| 3126 SE ANKENY ST | PORTLAND | OR | 97214 | PUBLIC | IN SUPPORT OF TEACHER SALARIES | $5,000 |
| PORTLAND INSTITUTE FOR CONTEMPORARY ART | ||||||
| 224 NW 13TH AVE 305 | PORTLAND | OR | 97209 | PUBLIC | IN SUPPORT OF BUILDING DEVELOPMENT CAPACITY | $20,000 |
| OREGON COAST CHILDRENS THEATRE | ||||||
| PO BOX 538 | TOLEDO | OR | 97391 | PUBLIC | IN SUPPORT OF EXPANDING THE ARTS IN EDUCATION AND COMMUNITY ARTS INITIATIVE PROGRAMS | $5,000 |
| PHAME ACADEMY OF FINE ARTS | ||||||
| 1631 NE BROADWAY 134 | PORTLAND | OR | 97232 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $5,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 751 | PORTLAND | OR | 97207 | PUBLIC | SUSTAINABILITY INITIATIVES | $1,250,000 |
| PORTLAND YOUTH PHILHARMONIC ASSOCIATION | ||||||
| 421 SW 6TH AVENUE SUITE 1350 | PORTLAND | OR | 97204 | PUBLIC | GENERAL OPERATING EXPENSES | $25,000 |
| PETER BRITT GARDENS MUSIC AND ARTS FESTIVAL ASSOCIATION | ||||||
| 216 WEST MAIN STREET | MEDFORD | OR | 97501 | PUBLIC | IN SUPPORT OF THE BRITT CLASSICAL FESTIVAL | $10,000 |
| ARTS CENTRAL | ||||||
| 15 SW COLORADO SUITE 260 | BEND | OR | 97702 | PUBLIC | IN SUPPORT OF BUILDING ADMINISTRATIVE CAPACITY AND GENERAL OPERATING EXPENSES | $10,000 |
| PORTLAND READING FOUNDATION | ||||||
| PO BOX 80516 | PORTLAND | OR | 97280 | PUBLIC | IN SUPPORT OF SUSTAINABLE PROGRAM EXPANSION. | $25,000 |
| PROFILE THEATRE PROJECT | ||||||
| PO BOX 14845 | PORTLAND | OR | 97293 | PUBLIC | GENERAL OPERATING EXPENSES | $15,000 |
| THE OREGON COMMUNITY FOUNDATION | ||||||
| 1221 SW YAMHILL SUITE 100 | PORTLAND | OR | 972083588 | PUBLIC | PROGRAM SUPPORT - PROGRAM DEVELOPMENT/EXPANSION | $17,500 |
| I HAVE A DREAM FOUNDATION - OREGON | ||||||
| 1478 NE KILLINGSWORTH | PORTLAND | OR | 97211 | PUBLIC | IN SUPPORT OF THE DREAMER SCHOOL PROJECT | $200,000 |
| LA SALLE CATHOLIC COLLEGE PREPARATORY | ||||||
| 11999 SE FULLER ROAD | MILWAUKIE | OR | 97222 | PUBLIC | IN SUPPORT OF TEACHER AND CURRICULUM DEVELOPMENT | $20,000 |
| PORTLAND ACTORS CONSERVATORY | ||||||
| 1436 SW MONTGOMERY | PORTLAND | OR | 97201 | PUBLIC | IN SUPPORT OF A NEW CAMPAIGN TO INCREASE THE CONSERVATORY'S APPLICANT POOL | $20,000 |
| REGIONAL ARTS & CULTURE COUNCIL | ||||||
| 108 NW 9TH AVENUE SUITE 300 | PORTLAND | OR | 97209 | PUBLIC | IN SUPPORT OF THE RIGHT BRAIN INITIATIVE | $50,000 |
| PORTLAND CHILDRENS MUSEUM | ||||||
| 4015 SW CANYON ROAD | PORTLAND | OR | 97221 | PUBLIC | EDUCATIONAL PROGRAMMING | $30,000 |
| REED COLLEGE | ||||||
| 3203 SE WOODSTOCK BLVD | PORTLAND | OR | 972027798 | PUBLIC | IN SUPPORT OF IMPROVEMENTS TO THE THEATRE ARTS PROGRAM | $199,999 |
| COASTAL COMMUNITIES CULTURAL CENTER | ||||||
| 540 HIGHWAY 101 | LINCOLN CITY | OR | 97367 | PUBLIC | HIRE AND EXECUTIVE DIRECTOR FOR THE LINCOLN CITY CULTURAL CENTER | $10,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 751 | PORTLAND | OR | 97207 | PUBLIC | SUSTAINABILITY INITIATIVES | $1,250,000 |
| CHALKBOARD PROJECT | ||||||
| 221 NW 2ND AVE SUITE 203 | PORTLAND | OR | 97209 | PUBLIC | IN SUPPORT OF THE CLASS PROJECT | $206,500 |
| FISHTRAP | ||||||
| POST OFFICE BOX 38 | ENTERPRISE | OR | 97828 | PUBLIC | IN SUPPORT OF BUILDING ADMINISTRATIVE, COMMUNICATION, AND FINANCIAL CAPACITY | $10,000 |
| OREGON PUBLIC BROADCASTING | ||||||
| 7140 SW MACADAM AVENUE | PORTLAND | OR | 972193099 | PUBLIC | OREGON ART BEAT AND OREGON EXPERIENCE | $300,000 |
| THIRD ANGLE NEW MUSIC ENSEMBLE | ||||||
| PO BOX 28225 | PORTLAND | OR | 97209 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $5,000 |
| ROGUE VALLEY CHORALE ASSOCIATION | ||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | PUBLIC | IN SUPPORT OF THE PURCHASE OF SOFTWARE AND HARDWARE TO IMPROVE PATRON RELATIONS | $10,000 |
| BEAVERTON SCHOOL DISTRICT | ||||||
| 16550 SW MERLO ROAD | BEAVERTON | OR | 97005 | PUBLIC | ARTS FOR LEARNING LESSONS PROJECT | $20,000 |
| IMAGO THEATRE | ||||||
| PO BOX 15182 | PORTLAND | OR | 972939581 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $10,000 |
| NORTHWEST FILM CENTER | ||||||
| 1219 SW SALMON | PORTLAND | OR | 97205 | PUBLIC | IN SUPPORT OF ONGOING FILM EXHIBITION PROGRAMS | $15,000 |
| PDX SUMMER SCHOOL | ||||||
| 3126 SE ANKENY ST | PORTLAND | OR | 97214 | PUBLIC | IN SUPPORT OF TEACHER SALARIES | $5,000 |
| PORTLAND INSTITUTE FOR CONTEMPORARY ART | ||||||
| 224 NW 13TH AVE 305 | PORTLAND | OR | 97209 | PUBLIC | IN SUPPORT OF BUILDING DEVELOPMENT CAPACITY | $20,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 751 | PORTLAND | OR | 97207 | PUBLIC | SUSTAINABILITY INITIATIVES | $1,250,000 |
| PORTLAND YOUTH PHILHARMONIC ASSOCIATION | ||||||
| 421 SW 6TH AVENUE SUITE 1350 | PORTLAND | OR | 97204 | PUBLIC | GENERAL OPERATING EXPENSES | $25,000 |
| PORTLAND READING FOUNDATION | ||||||
| PO BOX 80516 | PORTLAND | OR | 97280 | PUBLIC | IN SUPPORT OF SUSTAINABLE PROGRAM EXPANSION. | $25,000 |
| I HAVE A DREAM FOUNDATION - OREGON | ||||||
| 1478 NE KILLINGSWORTH | PORTLAND | OR | 97211 | PUBLIC | IN SUPPORT OF THE DREAMER SCHOOL PROJECT | $200,000 |
| LA SALLE CATHOLIC COLLEGE PREPARATORY | ||||||
| 11999 SE FULLER ROAD | MILWAUKIE | OR | 97222 | PUBLIC | IN SUPPORT OF TEACHER AND CURRICULUM DEVELOPMENT | $10,000 |
| REGIONAL ARTS & CULTURE COUNCIL | ||||||
| 108 NW 9TH AVENUE SUITE 300 | PORTLAND | OR | 97209 | PUBLIC | IN SUPPORT OF THE RIGHT BRAIN INITIATIVE | $50,000 |
| REED COLLEGE | ||||||
| 3203 SE WOODSTOCK BLVD | PORTLAND | OR | 972027798 | PUBLIC | IN SUPPORT OF IMPROVEMENTS TO THE THEATRE ARTS PROGRAM | $67,108 |
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 751 | PORTLAND | OR | 97207 | PUBLIC | SUSTAINABILITY INITIATIVES | $1,250,000 |
| CHALKBOARD PROJECT | ||||||
| 221 NW 2ND AVE SUITE 203 | PORTLAND | OR | 97209 | PUBLIC | IN SUPPORT OF THE CLASS PROJECT | $206,500 |
| OREGON PUBLIC BROADCASTING | ||||||
| 7140 SW MACADAM AVENUE | PORTLAND | OR | 972193099 | PUBLIC | OREGON ART BEAT AND OREGON EXPERIENCE | $300,000 |
| BEAVERTON SCHOOL DISTRICT | ||||||
| 16550 SW MERLO ROAD | BEAVERTON | OR | 97005 | PUBLIC | ARTS FOR LEARNING LESSONS PROJECT | $20,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 751 | PORTLAND | OR | 97207 | PUBLIC | SUSTAINABILITY INITIATIVES | $1,250,000 |
| I HAVE A DREAM FOUNDATION - OREGON | ||||||
| 1478 NE KILLINGSWORTH | PORTLAND | OR | 97211 | PUBLIC | IN SUPPORT OF THE DREAMER SCHOOL PROJECT | $200,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 751 | PORTLAND | OR | 97207 | PUBLIC | SUSTAINABILITY INITIATIVES | $1,250,000 |
| BEAVERTON SCHOOL DISTRICT | ||||||
| 16550 SW MERLO ROAD | BEAVERTON | OR | 97005 | PUBLIC | ARTS FOR LEARNING LESSONS PROJECT | $20,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 751 | PORTLAND | OR | 97207 | PUBLIC | SUSTAINABILITY INITIATIVES | $1,250,000 |
| I HAVE A DREAM FOUNDATION - OREGON | ||||||
| 1478 NE KILLINGSWORTH | PORTLAND | OR | 97211 | PUBLIC | IN SUPPORT OF THE DREAMER SCHOOL PROJECT | $200,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 751 | PORTLAND | OR | 97207 | PUBLIC | SUSTAINABILITY INITIATIVES | $1,250,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 751 | PORTLAND | OR | 97207 | PUBLIC | SUSTAINABILITY INITIATIVES | $1,250,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 751 | PORTLAND | OR | 97207 | PUBLIC | SUSTAINABILITY INITIATIVES | $1,250,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 751 | PORTLAND | OR | 97207 | PUBLIC | SUSTAINABILITY INITIATIVES | $1,250,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 751 | PORTLAND | OR | 97207 | PUBLIC | SUSTAINABILITY INITIATIVES | $1,250,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 751 | PORTLAND | OR | 97207 | PUBLIC | SUSTAINABILITY INITIATIVES | $1,250,000 |
| BENTON COUNTY HISTORICAL SOCIETY | ||||||
| 1101 MAIN STREET | PHILOMATH | OR | 97370 | PUBLIC | IN SUPPORT OF COLLECTION PRESERVATION SYSTEM IMPROVEMENTS | $25,000 |
| ETHOS MUSIC CENTER | ||||||
| 10 N KILLINGSWORTH STREET | PORTLAND | OR | 97217 | PUBLIC | IN SUPPORT OF A RURAL MUSIC CORPS PROGRAM | $25,000 |
| ETHOS MUSIC CENTER | ||||||
| 10 N KILLINGSWORTH STREET | PORTLAND | OR | 97217 | PUBLIC | IN SUPPORT OF A RURAL MUSIC CORPS PROGRAM | $25,000 |
| LAKE COUNTY LIBRARY DISTRICT | ||||||
| 513 CENTER STREET | LAKEVIEW | OR | 97603 | PUBLIC | IN SUPPORT OF BUILDING A NEW LIBRARY | $100,000 |
| LEWIS AND CLARK COLLEGE | ||||||
| 0615 SW PALANTINE HILL | PORTLAND | OR | 97219 | PUBLIC | IN SUPPORT OF NATURAL SCIENCE PROGRAMS | $3,500,000 |
| LITERARY ARTS | ||||||
| 224 NW 13TH AVENUE SUITE 306 | PORTLAND | OR | 97209 | PUBLIC | CAPACITY BUILDING | $10,000 |
| MOSIER COMMUNITY SCHOOL | ||||||
| PO BOX 307 | MOSIER | OR | 97040 | PUBLIC | BUILDING FUNDRAISING CAPACITY | $10,000 |
| MUSEUM OF CONTEMPORARY CRAFT | ||||||
| 724 NW DAVIS STREET | PORTLAND | OR | 97209 | PUBLIC | CHALLENGE GRANT TO BUILD AN ANNUAL FUND | $35,000 |
| NEWPORT SYMPHONY ORCHESTRA | ||||||
| PO BOX 1617 | NEWPORT | OR | 97365 | PUBLIC | IN SUPPORT OF BUILDING OUTREACH AND FINANCIAL CAPACITY | $15,000 |
| NEWPORT SYMPHONY ORCHESTRA | ||||||
| PO BOX 1617 | NEWPORT | OR | 97365 | PUBLIC | IN SUPPORT OF BUILDING OUTREACH AND FINANCIAL CAPACITY | $15,000 |
| NEWPORT SYMPHONY ORCHESTRA | ||||||
| PO BOX 1617 | NEWPORT | OR | 97365 | PUBLIC | IN SUPPORT OF BUILDING OUTREACH AND FINANCIAL CAPACITY | $15,000 |
| OREGON BALLET THEATRE | ||||||
| 818 SE 6TH AVE | PORTLAND | OR | 97214 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $300,000 |
| OREGON BALLET THEATRE | ||||||
| 818 SE 6TH AVE | PORTLAND | OR | 97214 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $300,000 |
| OREGON CHILDRENS FOUNDATION | ||||||
| 101 SW MARKET STREET | PORTLAND | OR | 97201 | PUBLIC | IN SUPPORT OF STRATEGIC PLANNING TO IMPROVE FINANCIAL STABILITY | $50,000 |
| OREGON CHILDRENS FOUNDATION | ||||||
| 101 SW MARKET STREET | PORTLAND | OR | 97201 | PUBLIC | IN SUPPORT OF STRATEGIC PLANNING TO IMPROVE FINANCIAL STABILITY | $50,000 |
| OREGON COAST AQUARIUM | ||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97365 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $50,000 |
| OREGON COAST AQUARIUM | ||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97365 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $50,000 |
| OREGON SHAKESPEARE FESTIVAL | ||||||
| PO BOX 158 | ASHLAND | OR | 97520 | PUBLIC | IN SUPPORT OF BUILDING A MORE FLEXIBLE BUSINESS MODEL | $250,000 |
| OREGON SHAKESPEARE FESTIVAL | ||||||
| PO BOX 158 | ASHLAND | OR | 97520 | PUBLIC | IN SUPPORT OF BUILDING A MORE FLEXIBLE BUSINESS MODEL | $200,000 |
| OREGON SYMPHONY | ||||||
| 921 SW WASHINGTON | PORTLAND | OR | 97205 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $1,000,000 |
| OREGON SYMPHONY | ||||||
| 921 SW WASHINGTON | PORTLAND | OR | 97205 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $1,000,000 |
| PACIFIC NORTHWEST COLLEGE OF ART | ||||||
| 1241 NW JOHNSON STREET | PORTLAND | OR | 97209 | PUBLIC | CHALLENGE GRANT TO BUILD AN ANNUAL FUND | $60,000 |
| PLAYWRITE | ||||||
| PO BOX 13420 | PORTLAND | OR | 97213 | PUBLIC | IN SUPPORT OF BUILDING FUNDRAISING CAPACITY | $10,000 |
| PORTLAND ART MUSEUM | ||||||
| 1219 SW PARK AVENUE | PORTLAND | OR | 97205 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $400,000 |
| PORTLAND ART MUSEUM | ||||||
| 1219 SW PARK AVENUE | PORTLAND | OR | 97205 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $400,000 |
| PORTLAND CENTER STAGE | ||||||
| 128 NW 11TH AVE | PORTLAND | OR | 97209 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $400,000 |
| PORTLAND CENTER STAGE | ||||||
| 128 NW 11TH AVE | PORTLAND | OR | 97209 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $400,000 |
| PORTLAND OPERA ASSOCIATION | ||||||
| 211 SE CARUTHERS STREET | PORTLAND | OR | 97214 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $500,000 |
| PORTLAND OPERA ASSOCIATION | ||||||
| 211 SE CARUTHERS STREET | PORTLAND | OR | 97214 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $500,000 |
| SATURDAY ACADEMY | ||||||
| 830 SW 10TH AVE SUITE 200 | PORTLAND | OR | 972271265 | PUBLIC | GENERAL OPPERATING SUPPORT | $25,000 |
| SOUTH MEDFORD HIGH SCHOOL | ||||||
| 1551 CUNNINGHAM AVENUE | MEDFORD | OR | 97520 | PUBLIC | LEADERSHIP/LINKS PROGRAM | $20,000 |
| SUNRIVER MUSIC FESTIVAL | ||||||
| PO BOX 4308 | SUNRIVER | OR | 97707 | PUBLIC | IN SUPPORT OF BUILDING FUNDRAISING CAPACITY | $25,000 |
| TEARS OF JOY THEATRE | ||||||
| 323 NE WYGANT STREET 201 | PORTLAND | OR | 97211 | PUBLIC | IN SUPPORT OF BUILDING FUNDRAISING CAPACITY | $30,000 |
| TEARS OF JOY THEATRE | ||||||
| 323 NE WYGANT STREET 201 | PORTLAND | OR | 97211 | PUBLIC | IN SUPPORT OF BUILDING FUNDRAISING CAPACITY | $20,000 |
| THIRD RAIL REPERTORY THEATRE | ||||||
| PO BOX 96063 | PORTLAND | OR | 97296 | PUBLIC | IN SUPPORT OF GENERAL OPERATING EXPENSES | $20,000 |
| UNIVERSITY OF OREGON | ||||||
| PO BOX 3346 | EUGENE | OR | 97403 | PUBLIC | IN SUPPORT OF TECHNOLOGY AND MARKETING EXPANSION FOR THE OREGON BACH FESTIVAL | $25,000 |
| EUGENE CONCERT CHOIR | ||||||
| 1590 WILLAMETTE ST400 | EUGENE | OR | 97401 | PUBLIC | IN SUPPORT OF MUSIC EDUCATION AND YOUNG AUDIENCE DEVELOPMENT | $5,000 |
| YOUTH SYMPHONY OF SOUTHERN OREGON | ||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | PUBLIC | IN SUPPORT OF CONCERT SEASON PRODUCTION AND PROGRAMMING COSTS | $5,000 |
| YOUNG MUSICIANS & ARTISTS | ||||||
| PO BOX 13277 | PORTLAND | OR | 97213 | PUBLIC | IN SUPPORT OF BUILDING MARKETING CAPACITY | $11,000 |
| INDEPENDENT PUBLISHING RESOURCE CENTER | ||||||
| 917 SW OAK 218 | PORTLAND | OR | 97205 | PUBLIC | IN SUPPORT OF BUILDING STAFF CAPACITY | $15,000 |
| PORTLAND PLAYHOUSE | ||||||
| 4307 N COMMERCIAL AVE | PORTLAND | OR | 97217 | PUBLIC | IN SUPPORT OF BUILDING STAFF CAPACITY | $20,000 |
| PORTLAND PLAYHOUSE | ||||||
| 4307 N COMMERCIAL AVE | PORTLAND | OR | 97217 | PUBLIC | IN SUPPORT OF BUILDING STAFF CAPACITY | $10,000 |
| DO JUMP | ||||||
| 1515 SE 37TH AVE | PORTLAND | OR | 97214 | PUBLIC | SUPPORT OF BUILDING FUNDRAISING CAPACITY | $13,000 |
| DO JUMP | ||||||
| 1515 SE 37TH AVE | PORTLAND | OR | 97214 | PUBLIC | SUPPORT OF BUILDING FUNDRAISING CAPACITY | $13,000 |
| OREGON TRAIL LIBRARY DISTRICT | ||||||
| BOX 107 | BOARDMAN | OR | 97818 | IN SUPPORT OF A NEW PUBLIC LIBRARY BUILDING | $50,000 | |
| THE SHADOW PROJECT | ||||||
| 6663 SW BEAVERTON HILLSDALE HWY 108 | PORTLAND | OR | 97225 | IN SUPPORT OF BUILDING FUNDRAISING CAPACITY | $15,000 | |
| THE SHADOW PROJECT | ||||||
| 6663 SW BEAVERTON HILLSDALE HWY 108 | PORTLAND | OR | 97225 | PUBLIC | IN SUPPORT OF BUILDING FUNDRAISING CAPACITY | $8,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 31322307 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,409,086 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,503 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,543,904 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $6,959,493 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6959493 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| GEFFEN MESHER & CO., P.C. | $13,140 | 12540 | 0 |
| YVONNE BLEWETT, C.P.A. | $17,568 | 14054 | 0 |
| MCDONALD JACOBS, P.C. | $12,881 | 6441 | 6440 |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (3 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| SOFTWARE | 2010-10-15 | 16964 | 1414 | 200DB | 3.000000000000 | 5656 | 0 |
| FURNITURE AND FIXTURES | 2009-03-16 | 35128 | 6728 | 200DB | 7.000000000000 | 5047 | 0 |
| COMPUTERS | 2007-01-31 | 8954 | 7607 | 200DB | 5.000000000000 | 1032 | 0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ATTACHMENT TO PART VIII, LINE 1(C)IN ADDITION TO SERVING AS A DIRECTOR, CHARLES H PUTNEY IS AN INVESTMENT MANAGER FOR THE FOUNDATION. HE RECEIVES NO COMPENSATION FOR HIS ROLE AS A DIRECTOR. | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (36 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERCO SERIES A 8.5% PREFERRED | 0 | 0 |
| MISSOURI PAC RR CO B FLAT RATE 04.750% MATURES 01/01/30 | 9800 | 13090 |
| CIGNA CORP NTS RATE 07.000% MATURES 01/15/11 | 0 | 0 |
| JOHNSON CONTROLS INC RATE 05.250% MATURES 01/15/11 | 0 | 0 |
| WELLPOINT INC NTS B/E RATE 05.000% MATURES 01/15/11 | 0 | 0 |
| J P MORGAN CHASE & CO NTS B/E RATE 04.600% MATURES 01/17/11 | 0 | 0 |
| J P MORGAN CHASE & CO SUB NOTES RATE 06.750% MATURES 02/01/11 | 0 | 0 |
| HOME DEPOT INC NTS RATE 05.200% MATURES 03/01/11 | 0 | 0 |
| PAC GAS & ELEC CO NTS RATE 04.200% MATURES 03/01/11 | 0 | 0 |
| KROGER CO NTS RATE 06.800% MATURES 04/01/11 | 0 | 0 |
| WELLS FARGO & CO SER MTN RATE 04.000% MATURES 06/02/11 | 0 | 0 |
| AETNA INC NOTES RATE 05.750% MATURES 06/15/11 | 0 | 0 |
| ARIZONA PUB SERVICE NTS RATE 06.500% MATURES 03/01/12 | 812405 | 840535 |
| WEYERHAEUSER CO NTS B/E RATE 06.750% MATURES 03/15/12 | 0 | 0 |
| GENL ELEC CAP CORP NTS RATE 06.000% MATURES 06/15/12 | 446423 | 460167 |
| WEYERHAEUSER CO NTS B/E RATE 07.250% MATURES 07/01/13 | 485000 | 529597 |
| ALCOA INC B/E RATE 06.000% MATURES 07/15/13 | 545939 | 621539 |
| GENERAL MOTORS CORP 7.3750% SENIOR NOTES | 195389 | 0 |
| WELLS FARGO & CO NEW RATE 06.375% MATURES 08/01/11 | 0 | 0 |
| CIGNA CORP NTS RATE 06.375% MATURES 10/15/11 | 0 | 0 |
| GENL ELEC CAP CORP MTN RATE 05.875% MATURES 02/15/12 | 0 | 0 |
| BANK OF AMER CORP NTS RATE 04.875% MATURES 09/15/12 | 223020 | 241541 |
| TRAVELERS PPTY CASUALTY CORP RATE 05.000% MATURES 03/15/13 | 154493 | 162782 |
| VERIZON VA INC NTS RATE 04.625% MATURES 03/15/13 | 477870 | 520739 |
| PPL ENERGY SUPPYL LLC CALL RATE 06.300% MATURES 07/15/13 | 228596 | 240478 |
| WELLPOINT INC NTS B/E RATE 06.000% MATURES 02/15/14 | 302168 | 327152 |
| WELLS FARGO & CO NEW GLOBAL NOTES RATE 04.625% MATURES 04/15/14 | 275001 | 312165 |
| FREEPORT-MCMORAN COPPER & GOLD INC NTS RATE 08.250% MATURES 04/01/15 | 0 | 0 |
| HUMANA INC NTS RATE 06.450% MATURES 06/01/16 | 117593 | 154036 |
| FORD MOTOR CREDIT CO GLOBAL NOTE RATE 7.000% MATURES 10/01/2013 | 724965 | 737990 |
| NEXTEL COMMUNICATIONS INC SENIOR SERIAL RED. NT RATE 5.950% MATURES 03/15/14 | 299499 | 291000 |
| SPRINT NEXTEL CORP RATE 6.000% MATURES 12/01/2016 | 494375 | 417500 |
| UNITED STS STLCPR NEW SR NT RATE 6.050% MATURES 06/01/2017 | 397538 | 382000 |
| FORD MOTOR CREDIT CO CONTINUOUSLY OFFERED BONDS RATE 7.250% MATURES 07/20/17 | 0 | 0 |
| FORD MOTOR CREDIT CO LLC RATE 03.000% MATURES 06/20/13 | 996000 | 976650 |
| FORD MOTOR CREDIT CO LLC RATE 05.00% MATURES 08/20/16 | 495750 | 499650 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (100 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ALCOA INC | 4244779 | 2595000 |
| APPLIED MATERIALS INC | 1269699 | 1178100 |
| AT&T INC | 6313056 | 7257600 |
| BP PLC SPON ADR | 3889208 | 3419200 |
| BRISTOL MYERS SQUIBB CO | 938200 | 1409600 |
| E I DU PONT DE NEMOURS | 2563277 | 3204600 |
| EL PASO CORP | 0 | 0 |
| FIRST NATIONAL BANK ALASKA | 310965 | 616000 |
| GENERAL ELECTRIC CO | 3751910 | 3868560 |
| HONDA MOTOR CO ADR JAPAN | 529840 | 748475 |
| INTEL CORP | 6882453 | 7760000 |
| IBM | 2581039 | 5516400 |
| INTL PAPER CO | 6137273 | 6512000 |
| LSI CORP | 0 | 0 |
| MERCK & CO | 4646438 | 5668910 |
| NOVARTIS AG SPON ADR | 599000 | 857550 |
| PETROLEO BRASILEIRO SA NON VTG | 2278342 | 10335600 |
| PETROLEO BRASILEIRO SA | 260600 | 994000 |
| PFIZER INC | 6527654 | 6405440 |
| POPULAR INC | 769834 | 401065 |
| ROYAL DUTCH SHELL PLC CL A | 2793963 | 4385400 |
| SASOL LTS SPON ADR | 1517938 | 3318000 |
| TRAVELERS COS INC/THE | 1368367 | 2047281 |
| STORA ENSO OYJ REPSTG SER R | 1525188 | 841120 |
| TEXAS INSTRUMENTS | 1591316 | 1746600 |
| UNILEVER NV N Y SHS NEW | 866702 | 1443540 |
| VERIZON COMMUNICATIONS | 0 | 0 |
| AETNA INC | 2555269 | 3164250 |
| CHEVRON CORP | 1573942 | 3192000 |
| CONOCOPHILLIPS | 2427488 | 3643500 |
| EXXON MOBIL CORP | 959483 | 1695200 |
| NOKIA CORP SPONS ADR FINLAND ADR | 0 | 0 |
| TELE NORTE LESTE PARTICIPACOES S A ADR | 1492795 | 951000 |
| WALGREEN CO | 0 | 0 |
| WTB FINANCIAL CORP NON-VOTING CL B | 819035 | 711077 |
| WTB FINANCIAL CORP VTG CL A | 1160 | 24003 |
| MENTOR GRAPHICS CORP | 0 | 0 |
| US AIRWAYS GROUP INC | 1776298 | 1115400 |
| GANNETT CO | 0 | 0 |
| GLAXO SMITHKLINE PLC ADR | 1599800 | 1825200 |
| POSCO SPON ADR | 640988 | 410500 |
| ABBOTT LABS | 2645326 | 3373800 |
| KIMBERLY CLARK CORP | 0 | 0 |
| ELI LILLY & CO | 2735259 | 3324800 |
| SPRINT NEXTEL CORP SERIES 1 | 728200 | 468000 |
| AMGEN INC | 1611085 | 1926300 |
| BOEING CO | 637891 | 733500 |
| EXELON CORP | 2540094 | 2602200 |
| FIRSTENERGY CORP | 0 | 0 |
| FRONTIER COMMUNICATIONS CORP | 717368 | 463515 |
| HEWLETT PACKARD CO | 3545685 | 2576000 |
| ISIS PHARMACEUTICALS INC | 931390 | 721000 |
| JOHNSON & JOHNSON | 1173483 | 1311600 |
| MEADWESTVACO CORP | 656378 | 898500 |
| MEDTRONIC INC | 1047515 | 1147500 |
| MICRON TECHNOLOGY INC | 1878000 | 1635400 |
| NUCOR CORP | 1688688 | 1780650 |
| US BANCORP DEL COM | 0 | 0 |
| VODAFONE GROUP PLC | 1403700 | 1681800 |
| ALLSTATE CORP | 621136 | 548200 |
| COMCAST CORP NEW CL A | 442000 | 474200 |
| CORNING INC | 299600 | 259600 |
| CVS CAREMARK CORP | 654400 | 815600 |
| DOW CHEMICAL CO | 1494787 | 1725600 |
| EATON CORP | 559476 | 652950 |
| FORD MOTOR CO | 405150 | 376600 |
| HALLIBURTON CO | 338800 | 345100 |
| MICROSOFT CORP | 3222588 | 3115200 |
| TELEFONICA SA SPONSORED ADR | 1509293 | 1203300 |
| GENERAL MOTORS COMPANY | 2118194 | 1288584 |
| ASHLAND INC | 161513 | 169194 |
| BROOKDALE SR LIVING INC | 167465 | 175030 |
| CINTAS CORP | 141914 | 162563 |
| CNO FINANCIAL GROUP INC | 184395 | 175734 |
| COMPASS MINERALS INTL INC | 54307 | 47162 |
| CROWN HOLDINGS INC | 194717 | 190231 |
| DARLING INTERNATIONAL INC | 128698 | 129511 |
| EL PASO CORP | 224199 | 234746 |
| FLUOR CORP | 134235 | 113816 |
| FOREST OIL CORP | 134174 | 139294 |
| GENERAL CABLE CORP | 87456 | 73654 |
| HARRIS CORP | 119872 | 112265 |
| HERTZ GLOBAL HLDGS INC | 155695 | 151657 |
| IRON MOUNTAIN INC | 133871 | 131824 |
| KLA-TENCOR CORP | 94189 | 96500 |
| MEADWESTVACO CORP | 160092 | 165923 |
| ONEOK INC | 224774 | 254869 |
| OWENS ILLINOIS INC | 149948 | 140893 |
| PERRICO CO | 90885 | 97300 |
| SBA COMMUNICATIONS CORP | 170858 | 189668 |
| SLM CORPORATION | 204646 | 201402 |
| SMUCKER J M COMPANY | 129346 | 131326 |
| SUPERVALUE INC | 165240 | 158259 |
| THOMAS & BETTS CORP | 148907 | 156156 |
| TIDEWATER INC | 152209 | 150612 |
| VERISK ANALYTICS INC | 158153 | 181588 |
| WENDY'S COMPANY | 144031 | 150402 |
| WILLIAMS COMPANIES INC | 183658 | 196799 |
| XYLEM INC | 147875 | 157994 |
| ASPEN INSURANCE HOLDINGS LIMITED | 140886 | 139788 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| COMMONWEALTH REIT | AT COST | 747100 | 499200 |
| WTS GENERAL MOTORS COMPANY EXP 7/10/2016 | AT COST | 2344 | 622 |
| WTS GENERAL MOTORS COMPANY EXP 7/10/2019 | AT COST | 1815 | 414 |
| HEALTH CARE REIT INC | AT COST | 107474 | 110151 |
| OMEGA HEALTHCARE INVESTORS INC | AT COST | 140661 | 151124 |
| WEYERHAEUSER CO | AT COST | 126679 | 131063 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| SOFTWARE | 16964 | 7070 | 9894 | 0 |
| FURNITURE AND FIXTURES | 35128 | 11775 | 23353 | 0 |
| COMPUTERS | 8954 | 8639 | 315 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TONKON TORP LLP | $10,266 | 5758 | 504 |
| KLEINBERG, KAPLAN, WOLFF & COHEN | $10,000 | 10000 | 0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MORTGAGE LOAN | 250000 | 0 | 0 |
| ACCRUED INTEREST | 228787 | 114713 | 114713 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (15 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | 1200 | 0 | 1200 |
| OFFICE SUPPLIES | 2985 | 0 | 2985 |
| PAYROLL SERVICE | 983 | 49 | 934 |
| PROGRAM EDUCATION | 3356 | 0 | 3356 |
| WEBSITE FEES AND TECHNICAL SUPPORT | 11356 | 0 | 11356 |
| INSURANCE | 9576 | 1653 | 7923 |
| POSTAGE AND DELIVERY | 850 | 0 | 850 |
| TELEPHONE | 2950 | 0 | 2950 |
| MISCELLANEOUS | 2972 | 0 | 2972 |
| TEACHER AWARDS LUNCHEON | 11058 | 0 | 11058 |
| DIRECTOR MEETINGS | 1472 | 0 | 1472 |
| INVESTMENT CONSULTING | 30000 | 30000 | 0 |
| LARGE ARTS INITIATIVE | 14474 | 0 | 14474 |
| STATE REGISTRATION | 50 | 0 | 50 |
| CONTRACTED SERVICES | 3032 | 0 | 3032 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| INCOME FROM SECURITIES AND LITIGATION SETTLEMENTS | 1985 | 1985 | 1985 |
| OTHER INVESTMENT INCOME | 4518 | 4518 | 4518 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECONCILIATION TO AUDITED FINANCIAL STATEMENTS | Description |
| Amount | $2,083 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $259,266 | 259266 | 0 |
| RBC CUSTODIAL FEES | $87,075 | 87075 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES WITHHELD ON DIVIDENDS | $171,599 | 171599 | 0 |
| INVESTMENT EXCISE TAX | $179,284 | 0 | 0 |
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