CLARK LEWIS FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CLARK LEWIS FAMILY FOUNDATION (EIN 20-3839795)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-09
IRS object ID
201221309349100537
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-09T12:58:53-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FELLNER & KUHN PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1900 SW 5TH AVE 1815AddressLine1
CityPORTLANDCity
StateORState
ZIP Code972041227ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN203839795EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CLARKLEWIS FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCLARNameControl
Phone5032353685Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 SE SPOKANE STREETAddressLine1
Address Line2ROOM/SUITE 7AddressLine2
CityPORTLANDCity
StateORState
ZIP Code97202ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCANDACE C HOLZGRAFEName
TitlePRESIDENTTitle
Phone5032353685Phone
Date Signed2012-05-04DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJ D KUHNName
Phone5032270443Phone
Date Prepared2012-05-09DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY53224FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss150000ContriReceivedRevAndExpnss
Total Revenue And Expenses150000TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Legal Fees Rev And Expnss285LegalFeesRevAndExpnss
Accounting Fees Rev And Expnss850AccountingFeesRevAndExpnss
Other Prof Fees Rev And Expnss119OtherProfFeesRevAndExpnss
Taxes Rev And Expnss95TaxesRevAndExpnss
Tot Opr Expenses Rev And Expnss1349TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss98535ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps98535ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss99884TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps98535TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses50116ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY1CashEOY
Savings And Temp Cash Invst BOY3109SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY53224SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV53224SavingsAndTempCashInvstEOYFMV
Total Assets BOY3109TotalAssetsBOY
Total Assets EOY53225TotalAssetsEOY
Total Assets EOYFMV53224TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY3109UnrestrictedBOY
Unrestricted EOY53225UnrestrictedEOY
Total Net Assets BOY3109TotalNetAssetsBOY
Total Net Assets EOY53225TotalNetAssetsEOY
Total Liabilities Net Assets BOY3109TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY53225TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3109TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses50116ExcessOfRevenueOverExpenses
Subtotal53225Subtotal
Total Net Assets Fund Balances EOY53225TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year186825QualifyingDistributionsYear1
Qualifying Distributions Year2153795QualifyingDistributionsYear2
Qualifying Distributions Year3116890QualifyingDistributionsYear3
Qualifying Distributions Year485811QualifyingDistributionsYear4
Qualifying Distributions Year532550QualifyingDistributionsYear5
Net Noncharitable Assets27744NetNoncharitableAssets
Adj Nonchrtbl Assets And One0AdjNonchrtblAssetsAndOnePct
Qualifying Distributions98535QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithORStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameCANDACE C HOLZGRAFEBooksInCareOfPersonName
Books In Care Of Phone Number5032353685BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1300 SE SPOKANE 7AddressLine1
CityPORTLANDCity
StateORState
ZIP Code97202ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1Address Line2USAddress/AddressLine2CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
CANDACE C HOLZGRAFE
300 SE SPOKANESUITE 7PORTLANDOR97202PRESIDENT0.00000
JON R HOLZGRAFE
300 SE SPOKANESUITE 7PORTLANDOR97202SECRETARY0.00000
ANTHONY BEBER
17426 SW SARALA STBEAVERTONOR97007DIRECTOR0.00000
TRACEY BEBER
17426 SW SARALA STBEAVERTONOR97007DIRECTOR0.00000
BRETT BEBER
6206 SW VIEWPOINT LANEPORTLANDOR97239DIRECTOR0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances28166AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets28166TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets28166AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable422CashDeemedCharitable
Net Noncharitable Assets27744NetNoncharitableAssets
Minimum Investment Return1387MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1387MinimumInvestmentReturn
Distributable Amount Before Adj1387DistributableAmountBeforeAdj
Distributable Amount Before Ded1387DistributableAmountBeforeDed
Distributable Amount As Adjusted1387DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions98535ExpensesAndContributions
Qualifying Distributions98535QualifyingDistributions
Adj Qualifying Distributions98535AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1387DistributableAmountAsAdjusted
Excess Distri Carryover Year532550ExcessDistriCarryoverYear5
Excess Distri Carryover Year468361ExcessDistriCarryoverYear4
Excess Distri Carryover Year3116890ExcessDistriCarryoverYear3
Excess Distri Carryover Year2153795ExcessDistriCarryoverYear2
Excess Distri Carryover Year186825ExcessDistriCarryoverYear1
Total Excess Distri Carryover458421TotalExcessDistriCarryover
Qualifying Distributions98535QualifyingDistributions
Applied To Current Year1387AppliedToCurrentYear
Remaining Distri From Corpus97148RemainingDistriFromCorpus
Total Corpus555569TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year532550ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year523019ExcessDistriCyovToNextYear
Excess From Year468361ExcessFromYear4
Excess From Year3116890ExcessFromYear3
Excess From Year2153795ExcessFromYear2
Excess From Year186825ExcessFromYear1
Excess From Current Year97148ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerCANDACE C HOLZGRAFEContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameCANDACE HOLZGRAFERecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1300 SE SPOKANE APT 7AddressLine1
CityPORTLANDCity
StateORState
ZIP Code97202ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number5032353685RecipientPhoneNumber
Form And Info And MaterialsNO PRESCRIBED FORMFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountBusiness Name Line2RecipientBusinessName/BusinessNameLine2
BIG BROTHERSSISTERS
42-600 COOK STREET 110PALM DESERTCA92211NONEPROGRAM SUPPORT$6,300
OREGON ZOO FOUNDATION
4001 SW CANYON ROADPORTLANDOR97221NONEPROGRAM SPONSORSHIP$2,000
WESTSIDE METROS SOCCER
4840 SW WESTERN AVEBEAVERTONOR97005NONESUPPORT CHILDRENS SOCCER TEAMS$2,000
THE LIVING DESERT
47-900 PORTSIDE AVEPALM DESERTCA92263NONEPROGRAM SUPPORT$9,705
COASTER THEATRE FOUND
9770 SW SUNSHINE CTBEAVERTONOR97005NONEPROGRAM SPONSOR$5,000
PORTLAND WOMEN'S FOUND
PO BOX 1032PORTLANDOR97207NONEPROGRAM SUPPORT$20,000
ST MARY'S ACADEMY
1615 SW 5TH AVENUEPORTLANDOR97201NONETUITION ASSISTANCE FUND$10,000
VARIETY
74-040 HWY 111PALM DESERTCA92260NONEPROVIDING BIKES/HELMETS TO CHILDREN$5,000
MY SISTER'S HOUSE
PO BOX 305TROUTDALEOR97060NONEPROGRAM SUPPORT$5,000
GOOD SAMARITAN HOME
2130 HARRISONQUINCYIL62301NONEPROGRAM SUPPORT$5,000
PORTLAND GARDEN CLUB
1132 SW VISTA AVENUEPORTLANDOR97205NONEPROGRAM SUPPORT$730
AFRICAN SPORTS OUTREACH
2859 SW CEDAR HILLS BLVDBEAVERTONOR97005NONESUPPORT CHILDRENS SOCCER TEAMS$15,000
CAT HOUSE ON THE KINGS RIVER
7120 S KINGS RIVER ROADPARLIERCA93648NONEPROGRAM SUPPORT$2,000
FIRST TEE OF GREATER PORTLAND
19825 RIVER ROADGLADSTONEOR97027NONEPROGRAM SUPPORT$2,000
GROWING GARDENTS
2203 NE OREGON STREETPORTLANDOR97232NONEPROGRAM SUPPORT$3,000
COLLEGE OF THE DESERT
43-500 MONTEREY AVENUEPALM DESERTCA92260NONESCHOLARSHIP PROGRAM$1,000JACKIE SHOOPMAN SCHOLARSHIP FUND
PRESTON DEAN SCHOLARSHIP FUND
UNIV OF MISSOURICOLUMBIAMO65211NONEPROGRAM SUPPORT$500
RALLY FOR THE CURE
20 WESTPORT ROADWILTONCT06897NONEPROGRAM SUPPORT$500
STEVE MARTIN SCHOLARSHIP FUND
PO BOX 219CANNON BEACHOR97110NONEPROGRAM SUPPORT$800
DESERT COMMUNITY FOUNDATION
75-105 MERLE DRIVE SUITEPALM DESERTCA92211NONEPROGRAM SUPPORT$1,000TED ROBINSON SCHOLARSHIP FUND
TRILLIUM FAMILY SERVICES
3415 SE POWELL BLVDPORTLANDOR97202NONEPROGRAM SUPPORT$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year98535TotGrantOrContriPaidDuringYear

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualCANDACE HOLZGRAFEContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1300 SE SPOKANE STREETAddressLine1
CityPORTLANDCity
StateORState
ZIP Code97202ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions150000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategory
Amount$850Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (5 entries)

CANDACE C HOLZGRAFE
JON R HOLZGRAFE
ANTHONY BEBER
TRACEY BEBER
BRETT BEBER

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategory
Amount$285Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategory
Amount$119Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategory
Amount$95Amount

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