DONALD N MCGREGOR FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DONALD N MCGREGOR FOUNDATION (EIN 20-3159482)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201203199349101185
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T15:46:42-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930954337 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TALBOT KORVOLA & WARWICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 MEADOWS RD STE 200 | AddressLine1 |
| City | LAKE OSWEGO | City |
| State | OR | State |
| ZIP Code | 970354293 | 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 | 203159482 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD N MCGREGOR FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DONA | NameControl |
| Phone | 5037960909 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SW FIFTH AVENUE SUITE 1775 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT HOWARD | Name |
| Title | DIRECTOR | Title |
| Phone | 5037960909 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JASON R ORME | Name |
| PTIN | P00295966 | PTIN |
| Phone | 5032742849 | Phone |
| Self Employed | X | SelfEmployed |
| 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 383789 | 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 | 10284 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10284 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7396 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 187513 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7396 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 17680 | TotalRevenueAndExpenses |
| Total Net Investment Income | 17680 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 2090 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 2090 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1250 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3239 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3239 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 147 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 147 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 50 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 50 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6776 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6776 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 41375 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 41375 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 48151 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6776 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 41375 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -30471 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10904 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5058 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4706 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4706 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 426001 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 395882 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 379083 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 431059 | TotalAssetsBOY |
| Total Assets EOY | 400588 | TotalAssetsEOY |
| Total Assets EOYFMV | 383789 | 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 | 431059 | RetainedEarningsBOY |
| Retained Earnings EOY | 400588 | RetainedEarningsEOY |
| Total Net Assets BOY | 431059 | TotalNetAssetsBOY |
| Total Net Assets EOY | 400588 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 431059 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 400588 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 431059 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -30471 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 400588 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 400588 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| AMERICAN FD GROWTH FD OF AMERICA 232.1260 SH | 2010-03-10 | 2011-04-27 | 7500 | 6428 | 1072 | 1072 | |
| FORWARD TACTICAL GROWTH 935.605 SH | 2010-04-12 | 2011-12-22 | 23230 | 24990 | -1760 | -1760 | |
| MANAGERS AMG ESSEX SMALL 140.647 SH | 2007-05-27 | 2011-04-27 | 3000 | 2896 | 104 | 104 | |
| PIMCO LOW DURATION FUND 4783.732 SHS | 2010-04-12 | 2011-04-27 | 50267 | 49990 | 277 | 277 | |
| PIMCO SHORT TERM INSTL 8354.622 SH | 2009-09-29 | 2011-04-27 | 82784 | 78895 | 3889 | 3889 | |
| WHG SMALLCAP VALUE INST 194.363 SH | 2007-04-27 | 2011-04-27 | 1990 | 2017 | -27 | -27 | |
| WILLIAM BLAIR INTL | 2008-10-14 | 2011-04-27 | 5000 | 3156 | 1844 | 1844 | |
| WILLIAM BLAIR INTL SMALL 356.125 SHS | 2011-04-27 | 2009-09-29 | 5000 | 3540 | 1460 | 1460 | |
| I SHARES S & P 500 55 SH | 2007-04-25 | 2011-04-29 | 7419 | 8205 | -786 | -786 | |
| CAPITAL GAINS DIVIDENDS | 1323 | 1323 | 1323 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7396 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 35236 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 416711 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.084557 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 19087 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 378505 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050427 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 33527 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 472913 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.070895 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 38657 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 585533 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.066020 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 35250 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 629952 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055957 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.327856 | TotalDistributionRatio |
| Average Distribution Ratio | 0.065571 | AverageDistributionRatio |
| Net Noncharitable Assets | 422591 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 27710 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 109 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 27819 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 41375 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 109 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 109 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 109 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 106 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 106 | TotalCreditsAndPayments |
| Tax Due | 3 | TaxDue |
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 | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT HOWARD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5037960909 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SW FIFTH AVENUE SUITE 1775 | 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 | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT HOWARD | ||||||||
| 111 SW FIFTH AVENUE SUITE 1775 | PORTLAND | OR | 97204 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| LUCY KIVEL | ||||||||
| 111 SW FIFTH AVENUE SUITE 1775 | PORTLAND | OR | 97204 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| ANDREW HOWARD | ||||||||
| 111 SW FIFTH AVENUE SUITE 1775 | PORTLAND | OR | 97204 | DIRECTOR | 1.00 | 0 | 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 |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| 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 | 413557 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 15469 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 429026 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 429026 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6435 | CashDeemedCharitable |
| Net Noncharitable Assets | 422591 | NetNoncharitableAssets |
| Minimum Investment Return | 21130 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21130 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 109 | TaxBasedOnInvestmentIncome |
| Total Tax | 109 | TotalTax |
| Distributable Amount Before Adj | 21021 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 21021 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 21021 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 41375 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 41375 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 109 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 41266 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 21021 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 5077 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 228 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 14476 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 19781 | TotalExcessDistriCarryover |
| Qualifying Distributions | 41375 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 21021 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 20354 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 40135 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 40135 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 5077 | ExcessFromYear3 |
| Excess From Year2 | 228 | ExcessFromYear2 |
| Excess From Year1 | 14476 | ExcessFromYear1 |
| Excess From Current Year | 20354 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SCOTT HOWARD | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SW FIFTH AVENUE SUITE 1775 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5037960909 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS SHOULD BE WRITTEN AND DESCRIBE THE PROPOSED RESPONSIBILITIES OF THE FOUNDATION AND APPLICANT INCLUDING THE OBLIGATION TO USE SUCH FUNDS ONLY FOR THE PURPOSE THAT THE GRANT WAS MADE, TO PROVIDE ACCOUNTING AND REPORTING DOCUMENTATION TO ENSURE THE FUND USE, AND ACKNOWLEDGING THE FOUNDATION'S AUTHORITY TO WITHHOLD OR RECOVER GRANT FUNDS IN THE EVENT SUCH FUNDS WERE USED FOR PURPOSES BEYOND THE SCOPE OF THE FOUNDATION OR WERE OTHERWISE MISUSED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALS FOUNDATION OREGON AND SW WASHINGTON CHAPTER | |||||||
| 700 NE MULTNOMAH ST SUITE 870 | PORTLAND | OR | 97232 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $500 |
| AUTISM RESEARCH AND RESOURCES OF OREGON | |||||||
| 2360 SW 170TH | BEAVERTON | OR | 97006 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $500 |
| BEYOND VICTORY MINISTRIES | |||||||
| 16658 NORTHWEST DUBLIN COURT | PORTLAND | OR | 97229 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $250 |
| BLACK PARENT INITIATIVE | |||||||
| 2811 NE HOLMAN | PORTLAND | OR | 97211 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $500 |
| CALDERA CHILDRENS CAMP | |||||||
| 224 NW 13TH AVE STE 304 | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| FC PORTLAND SOCCER ACADEMY | |||||||
| 21255 NW JACOBSON ROAD SUITE 300 | HILLSBORO | OR | 97124 | N/A | PUBLIC CHARITY | ACADEMIC PROGRAMS | $2,000 |
| LAKE OSWEGO PRESERVATION SOCIETY | |||||||
| PO BOX 502 | MARYLHURST | OR | 97036 | N/A | PUBLIC CHARITY | PRESERVATION OF HERITAGE | $1,000 |
| MEDICAL TEAMS INTERNATIONAL | |||||||
| 14150 SOUTHWEST MILTON COURT | PORTLAND | OR | 97224 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $5,500 |
| NEW AVENUES FOR YOUTH | |||||||
| 1220 SW COLUMBIA | PORTLAND | OR | 97201 | N/A | PUBLIC CHARITY | YOUTH SERVICES | $3,500 |
| OPEN ARMS INTERNATIONAL | |||||||
| PO BOX 343 | PORTLAND | OR | 97207 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $6,000 |
| OREGON BALLET THEATRE | |||||||
| 818 SOUTHEAST 6TH AVENUE | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $945 |
| OREGON COMMUNITY WAREHOUSE | |||||||
| 3969 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 |
| OUR HOUSE OF PORTLAND INC | |||||||
| 2727 SE ALDER | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| PARK ACADEMY | |||||||
| PO BOX 34 | MARYLHURST | OR | 97036 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,180 |
| PARROT CREET | |||||||
| 1001 MOLALLA AVEUNE SUITE 209 | OERGON CITY | OR | 97045 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $250 |
| PORTLAND SCHOOL FOUNDATION | |||||||
| 2069 NE HOYT STREET | PORTLAND | OR | 97232 | N/A | PUBLIC CHARITY | ACADEMIC SERVICES | $250 |
| ST MARY'S SCHOOL FOR BOYS | |||||||
| 16535 SW TV HIGHWAY | BEAVERTON | OR | 97006 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| VITAL LIFE FOUNDATION | |||||||
| 4560 SE INTERNATIONAL WAY SUITE 100 | MILWAUKIE | OR | 97224 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 41375 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | 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 | $10,284 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,396 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $17,680 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 17680 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,250 | Amount |
| Net Investment Income | 1250 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITY FUNDS | NameOfStock |
| EOY Book Value | 395882 | EOYBookValue |
| EOYFMV | 379083 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $2,090 | Amount |
| Net Investment Income | 2090 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OR REGISTRATION | Description |
| Revenue And Expenses Per Books | 50 | RevenueAndExpensesPerBooks |
| Net Investment Income | 50 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $3,239 | Amount |
| Net Investment Income | 3239 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| STATE TAXES | $53 | 53 | 0 | 0 |
| FOREIGN TAXES | $94 | 94 | 0 | 0 |
Comments