JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE (EIN 93-6020752)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-01
- IRS object ID
- 201243069349100729
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-01T14:00:27-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936020752 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACKSON FOUNDATION 97305070 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JACK | NameControl |
| Phone | 5032754327 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3168 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97208 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | 99004 | Name |
| Title | OFFICER | Title |
| Phone | 5032754327 | Phone |
| Date Signed | 2012-10-15 | DateSigned |
| 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 | 12333490 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 258144 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 258144 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -163696 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5258816 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 94448 | TotalRevenueAndExpenses |
| Total Net Investment Income | 258144 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 147831 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 73916 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 73916 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1500 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6860 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Other Expenses Rev And Expnss | 10663 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 10663 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 166854 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 73916 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 86079 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 551156 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 551156 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 718010 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 73916 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 637235 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -623562 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 184228 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 9580 | CashEOY |
| Cash EOYFMV | 9580 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 54644 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 602768 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 602768 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 9576 | AccountsReceivable |
| Accounts Receivable EOY | 9576 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 9576 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 7946329 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8625445 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 9492456 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 3985853 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2118778 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2219110 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Total Assets BOY | 11986826 | TotalAssetsBOY |
| Total Assets EOY | 11366147 | TotalAssetsEOY |
| Total Assets EOYFMV | 12333490 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 11986826 | CapitalStockBOY |
| Capital Stock EOY | 11366147 | CapitalStockEOY |
| Total Net Assets BOY | 11986826 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11366147 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11986826 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11366147 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11986826 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -623562 | ExcessOfRevenueOverExpenses |
| Other Increases | 2883 | OtherIncreases |
| Subtotal | 11366147 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 11366147 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| . MOTOROLA INC | 2011-08-08 | 34 | 34 | 34 | |||
| 128369.15 EATON VANCE LARGE CAP VAL I | 2011-09-02 | 2098836 | -216943 | -216943 | 2010-12-20 | 2315779 | |
| 108650.719 NUVEEN INTERMEDIATE TERM B CL I | 2011-09-02 | 1146265 | 4346 | 4346 | 2003-05-12 | 1141919 | |
| 48283.153 NUVEEN SMALL CAP SELECT FD CL I | 2011-09-02 | 591469 | -127451 | -127451 | 718920 | ||
| 5384.279 NUVEEN INTERMEDIATE TERM B CL I | 2011-09-29 | 55943 | -646 | -646 | 2003-05-12 | 56589 | |
| 2373.863 NUVEEN MID CAP GRWTH OPP FD CL I | 2011-12-15 | 94598 | 10929 | 10929 | 83669 | ||
| 669.392 NUVEEN MID CAP GRWTH OPP FD CL I | 2012-05-23 | 30846 | 10182 | 10182 | 2003-05-13 | 20664 | |
| 3098.81 PRICE T ROWE GROWTH STK FD INC #40 | 2012-05-23 | 110689 | 11217 | 11217 | 2010-12-20 | 99472 | |
| 44344.531 NUVEEN INTERMEDIATE TERM B CL I | 2012-06-01 | 471826 | 5765 | 5765 | 2003-05-12 | 466061 | |
| 1497.848 NUVEEN MID CAP GRWTH OPP FD CL I | 2012-06-01 | 65456 | 19217 | 19217 | 2003-05-13 | 46239 | |
| 7401.042 PRICE T ROWE GROWTH STK FD INC #40 | 2012-06-01 | 253042 | 15469 | 15469 | 2010-12-20 | 237573 | |
| 1060.207 T ROWE PRICE SC STOCK | 2012-06-01 | 34223 | 1102 | 1102 | 2011-09-02 | 33121 | |
| 19267.913 NUVEEN INTERMEDIATE TERM B CL I | 2012-06-22 | 204625 | 2119 | 2119 | 2003-05-12 | 202506 | |
| CAPITAL GAIN DIVIDENDS | 533 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -163696 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 600953 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12411625 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048419 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 498991 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11505316 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04337 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 472541 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 10438086 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045271 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 805619 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 14029964 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057421 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 672144 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 13913948 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048307 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.242788 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048558 | AverageDistributionRatio |
| Net Noncharitable Assets | 12114414 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 588252 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1842 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 590094 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 637235 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1842 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1842 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1842 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4303 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 4303 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Overpayment | 2461 | Overpayment |
| Amount Credited To Next Year | 1844 | AmountCreditedToNextYear |
| Amount To Be Refunded | 617 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OR | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5032754327 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SW OAK | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| US BANK | ||||||
| PO BOX 3168 | PORTLAND | OR | 97208 | CO-TRUSTEE | 1 | 137331 |
| JULIE VIGELAND | ||||||
| 900 SW 5TH AVE STE 2300 | PORTLAND | OR | 97204 | CO-TRUSTEE | 1 | 12000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 12145973 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 152924 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12298897 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12298897 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 184483 | CashDeemedCharitable |
| Net Noncharitable Assets | 12114414 | NetNoncharitableAssets |
| Minimum Investment Return | 605721 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 605721 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1842 | TaxBasedOnInvestmentIncome |
| Total Tax | 1842 | TotalTax |
| Distributable Amount Before Adj | 603879 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 1500 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 605379 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 605379 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 637235 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 637235 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1842 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 635393 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 605379 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 11694 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 637235 | QualifyingDistributions |
| Applied To Year1 | 11694 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 605379 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 20162 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 20162 | 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 | 20162 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 20162 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE JACKSON FOUNDATION ATTN MR R | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3168 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5032756564 | RecipientPhoneNumber |
| Form And Info And Materials | A FORMAL APPLICATION IS AVAILABLE ON REQUEST GRANTS ARE MADE ONLY TO 501(C)(3) NON-PRIVATE FOUNDATATIONS WHOSE EXEMPTION LETTER SHOWS THEM TO BE OREGON ORGANIZATIONS. | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS MAY BE SUBMITTED AT ANYTIME AND WILL BE REVIEWED AT A SPRING, FALL AND WINTER MEETING. | SubmissionDeadlines |
| Restrictions On Awards | FUNDS REQUESTED FOR GENERAL OPERATING PURPOSES, STAFF SALARIES AND THE LIKE DO NOT GENERALLY HAVE THE SAME PRIORITY THAT FUNDS FOR ONE-TIME, SPECIAL PROJECTS OR DEVELOPMENTAL PROJECTS ENJOY. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (151 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| ADELANTE MUJERES | ||||||||
| 2420 19TH AVE | FOREST GROVE | OR | 97116 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| ALBERTINA KERR CENTER | ||||||||
| 424 NE 22ND AVE | PORTLAND | OR | 97232 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| AMERICAN RED CROSS | ||||||||
| 3131 N VANCOUVER AVE | PORTLAND | OR | 97227 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | OREGON TRAIL CHAPTER |
| ARTISTS REPERTORY THEATRE | ||||||||
| 1515 SW MORRISON | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| BETTER PEOPLE | ||||||||
| 4310 NE MLK JR BLVD | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| BIENESTAR | ||||||||
| 220 SE 12TH AVE STE A-100 | HILLSBORO | OR | 97123 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| BIG BROTHERS BIG SISTERS NORTHWEST | ||||||||
| 1827 NE 44TH AVE | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| BIRCH COMMUNITY SERVICES | ||||||||
| 17780 NE SAN RAFAEL | PORTLAND | OR | 97230 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| BLACK UNITED FUND OF OREGON | ||||||||
| 2828 NE ALBERTA ST | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| BOYS & GIRLS AID SOCIETY | ||||||||
| 018 SW BOUNDARY COURT | PORTLAND | OR | 97239 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| BRADLEY ANGLE HOUSE | ||||||||
| 5432 N ALBINA ST | PORTLAND | OR | 97217 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| BROADWAY ROSE THEATRE CO | ||||||||
| PO BOX 231004 | TIGARD | OR | 97281 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| CALDERA | ||||||||
| 224 NW 13TH AVENUE STE 304 | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| CAMPFIRE USA PORTLAND COLUMBIA | ||||||||
| 619 SW 11TH AVE STE 234 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| CASA FOR CHILDREN | ||||||||
| 1401 NE 68TH AVE | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $5,290 | |
| CASCADE AIDS PROJECT | ||||||||
| 208 SW 5TH AVE STE 800 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| CASH OREGON | ||||||||
| 2013 LLOYD CENTER | PORTLAND | OR | 97232 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| CENTER FOR EARTH LEADERSHIP | ||||||||
| 319 SW WASHINGTON ST 400 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| CHAMBER MUSIC NORTHWEST | ||||||||
| 522 SW 5TH AVE STE 920 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| CHESS FOR SUCCESS | ||||||||
| 2701 NW VAUGHN ST SUITE 101 | PORTLAND | OR | 97210 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| CHILDREN'S CANCER ASSN | ||||||||
| 433 NW 4TH AVE STE 100 | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| CHILDREN'S CENTER OF CLACKAMAS CO | ||||||||
| 1713 PENN LANE | OREGON CITY | OR | 97045 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| THE CHILDREN'S COURSE | ||||||||
| 19825 RIVER ROAD | GLADSTONE | OR | 97027 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| CLASSIC GREEK THEATRE OF OREGON | ||||||||
| PO BOX 23908 | PORTLAND | OR | 97281 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| CLASSROOM LAW PROJECT | ||||||||
| 620 SW MAIN ST SUITE 102 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| COLLABORATIVE ARTS & CULTURE FDN | ||||||||
| 4221 NE GLISAN ST | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| COLUMBIA RIVER MARITIME MUSEUM | ||||||||
| 1792 MARINE DRIVE | ASTORIA | OR | 97103 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| COMMUNITY TRANSITIONAL SCHOOL | ||||||||
| 6601 NE KILLINGSWORTH ST | PORTLAND | OR | 97218 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| CONDUIT DANCE INC | ||||||||
| 918 SW YAMHILL ST STE 401 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| CRATER LAKE NATIONAL PARK | ||||||||
| 820 CRATER LAKE AVE STE 205 | MEDFORD | OR | 97504 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | TRUST |
| DO JUMP EXTREMELY PHYSICAL THEATER | ||||||||
| 1515 SE 37TH AVE | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| THE DOUGY CENTER INC | ||||||||
| 3903 SE 52ND AVE | PORTLAND | OR | 97206 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 | |
| DRESS FOR SUCCESS OF OREGON INC | ||||||||
| 1532 B NE 37TH AVE | PORTLAND | OR | 97232 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| ECUMENICAL MINISTRIES OF OR | ||||||||
| 0245 SW BANCROFT ST STE B | PORTLAND | OR | 97239 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| ELEVATE OREGON | ||||||||
| 12730 NE MARX ST | PORTLAND | OR | 97230 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| THE ESSENTIAL HEALTH CLINIC | ||||||||
| 266 W MAIN ST MS 68 | HILLSBORO | OR | 97123 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| FILM ACTION OREGON | ||||||||
| 4122 NE SANDY BLVD | PORTLAND | OR | 97212 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| FINANCIAL BEGINNINGS | ||||||||
| 7327 SW BARNES ROAD 213 | PORTLAND | OR | 97225 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| FREDERICK J ARTZ CENTER FOR | ||||||||
| 1675 SW MARLOW STE 200 | PORTLAND | OR | 97225 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | DEVEL HEALTH & AUDIOLOGY |
| THE FRESHWATER TRUST | ||||||||
| 65 SW YAMHILL ST STE 200 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| FRIENDS OF THE CHILDREN-PORTLAND | ||||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| FRIENDS OF THE COLUMBIA GORGE | ||||||||
| 522 SW 5TH AVE STE 720 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| FRIENDS OF CRESTON CHILDREN'S | ||||||||
| 4701 SE BUSH ST | PORTLAND | OR | 97206 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | DENTAL |
| FRIENDS OF SATURDAY ACADEMY | ||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | NONE | PUBLIC | GENERAL SUPPORT | $4,500 | |
| FRIENDS OF TRYON CREEK | ||||||||
| 11321 SW TERWILLIGER BLVD | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF ZENGER FARM | ||||||||
| 11741 SE FOSTER RD | PORTLAND | OR | 97266 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| GEORGE FOX UNIVERSITY | ||||||||
| 414 N MERIDIAN ST | NEWBERG | OR | 97132 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 | |
| GROWING GARDENS | ||||||||
| 2203 NE OREGON ST | PORTLAND | OR | 97232 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| HABITAT FOR HUMANITY PORTLAND | ||||||||
| 1478 NE KILLINGSWORTH | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| HANDS ON GREATER PORTLAND | ||||||||
| PO BOX 4889 | PORTLAND | OR | 97208 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| HIGH DESERT MUSEUM | ||||||||
| 59800 S HIGHWAY 97 | BEND | OR | 97702 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| HOMOWO AFRICAN ARTS & CULTURES | ||||||||
| 7725 N FOWLER AVE | PORTLAND | OR | 97217 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| HUMAN SOLUTIONS INC | ||||||||
| 12350 SE POWELL BLVD | PORTLAND | OR | 97236 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| I HAVE A DREAM FOUNDATION OREGON | ||||||||
| 1478 NE KILLINGSWORTH ST 1ST FLOOR | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $12,000 | |
| IMAGO THEATRE | ||||||||
| PO BOX 15182 | PORTLAND | OR | 97293 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| IMPACT NW | ||||||||
| PO BOX 33530 | PORTLAND | OR | 97292 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| INTERVARSITY CHRISTIAN FELLOWSHIP | ||||||||
| 5532 NE HALSEY ST | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| JANUS YOUTH PROGRAMS INC | ||||||||
| 707 NE COUCH ST | PORTLAND | OR | 97232 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| JAPANESE GARDEN SOCIETY | ||||||||
| PO BOX 3847 | PORTLAND | OR | 97208 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | OF OREGON |
| JOIN | ||||||||
| 1435 NE 81ST AVE STE 100 | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| KINSHIP HOUSE | ||||||||
| 1823 NE 8TH AVE | PORTLAND | OR | 97212 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| LEWIS & CLARK LAW SCHOOL | ||||||||
| 10015 SW TERWILLIGER BLVD | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL PURPOSE | $1,500 | PACIFIC ENVIRON ADVOC CTR |
| THE LIBRARY FOUNDATION | ||||||||
| 620 SW 5TH AVE STE 102 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $8,000 | |
| LINFIELD COLLEGE | ||||||||
| 900 SE BAKER STREET | MCMINNVILLE | OR | 97128 | NONE | PUBLIC | GENERAL SUPPORT | $4,500 | |
| LITERARY ARTS INC | ||||||||
| 925 SW WASHINGTON ST | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| MACDONALD CENTER | ||||||||
| 605 NW COUCH STREET | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| MEDICAL TEAMS INTERNATIONAL | ||||||||
| 14150 SW MILTON CT | TIGARD | OR | 97224 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| MERCY CORPS | ||||||||
| 45 SW ANKENY ST | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| METROPOLITAN FAMILY SERVICE | ||||||||
| 1808 SE BELMONT ST | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| METROPOLITAN YOUTH SYMPHONY | ||||||||
| 4800 SW MACADAM SUITE 105 | PORTLAND | OR | 97239 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| MIRACLE THEATRE GROUP | ||||||||
| 415 SE SIXTH AVENUE | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| MORRISON CHILD & FAMILY SERVICES | ||||||||
| 9911 SE MT SCOTT BLVD | PORTLAND | OR | 97266 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| MUSEUM OF CONTEMPORARY CRAFT | ||||||||
| 724 NW DAVIS ST | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| MUSEUM OF THE CITY | ||||||||
| 3332 NW SAVIER ST | PORTLAND | OR | 97210 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| NATIONAL FOREST FOUNDATION | ||||||||
| 805 SW BROADWAY SUITE 2100 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| NATIVE AMERICAN YOUTH & FAMILY CTR | ||||||||
| 5135 NE COLUMBIA BLVD | PORTLAND | OR | 97218 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 821 SE 14TH AVENUE | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| NEIGHBORHOOD HOUSE INC | ||||||||
| 7780 SW CAPITOL HWY | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| NEW SONG CHRISTIAN SCHOOL OF MUSIC | ||||||||
| 11687 NE GLISAN ST | PORTLAND | OR | 97220 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| NONPROFIT ASSN OF OR | ||||||||
| 5100 SW MACADAM AVE STE 360 | PORTLAND | OR | 97239 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| NW CHILDREN'S THEATER & SCHOOL | ||||||||
| 1819 NW EVERETT ST | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| NW PROFESSIONAL DANCE PROJECT | ||||||||
| PO BOX 42488 | PORTLAND | OR | 97242 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| NW EARTH INSTITUTE | ||||||||
| 107 SE WASHINGTON ST SUITE 235 | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| NORTHWEST HOUSING ALTERNATIVES | ||||||||
| 2316 SE WILLARD ST | MILWAUKIE | OR | 97222 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| OPAL CREEK ANCIENT FOREST CTR | ||||||||
| 721 NW 9TH AVE STE 236 | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| OPEN MEADOW ALTERNATIVE SCHOOL | ||||||||
| 7621 N WABASH AVE | PORTLAND | OR | 97217 | NONE | PUBLIC | GENERAL SUPPORT | $4,500 | |
| OREGON ALLIANCE OF INDEP | ||||||||
| 16101 SW 72ND AVE STE 100 | PORTLAND | OR | 97224 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | COLLEGES & UNIVERSITIES |
| OREGON BALLET THEATRE | ||||||||
| 818 SE 6TH AVENUE | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| OREGON CHILDREN'S FOUNDATION | ||||||||
| 101 SW MARKET ST | PORTLAND | OR | 97201 | NONE | PUBLIC | GENERAL SUPPORT | $12,000 | (SMART) |
| OREGON CHILDREN'S THEATRE | ||||||||
| 600 SW 10TH AVE STE 313 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| OREGON COAST AQUARIUM | ||||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97365 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| OREGON COMMUNITY FDN | ||||||||
| 1221 SW YAMHILL ST STE 100 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $19,916 | |
| OREGON ENVIRONMENTAL COUNCIL | ||||||||
| 222 NW DAVIS ST STE 309 | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| OREGON HUMANITIES | ||||||||
| 813 SW ALDER ST STE 702 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| OREGON MENTORS | ||||||||
| 1221 SW YAMHILL ST | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| OREGON MUSEUM OF SCIENCE & | ||||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | NDUSTRY |
| OREGON NATURAL DESERT ASSOCIATION | ||||||||
| 50 SW BOND ST STE 4 | BEND | OR | 97702 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| OREGON SHAKESPEARE FESTIVAL | ||||||||
| 15 SOUTH PIONEER ST | ASHLAND | OR | 97520 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| OREGON SYMPHONY ASSN | ||||||||
| 921 SW WASHINGTON ST STE 200 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $13,500 | |
| OREGON TECH DEVELOPMENT | ||||||||
| 3201 CAMPUS DR | KLAMATH FALLS | OR | 97601 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | FOUNDATION |
| OREGON ZOO FOUNDATION | ||||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| PACIFIC NORTHWEST COLLEGE OF ART | ||||||||
| 1241 NW JOHNSON STREET | PORTLAND | OR | 97209 | NONE | COLLEGE | SCHOLARSHIP | $2,500 | |
| PACIFIC YOUTH CHOIR | ||||||||
| 1012 SW KING AVE STE 10 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| THE PARK ACADEMY | ||||||||
| PO BOX 34 | MARYLHURST | OR | 97036 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| PDX SUMMER SCHOOL | ||||||||
| 3126 SE ANKENY ST | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL PURPOSE | $1,500 | |
| PEAR | ||||||||
| 338 NW 6TH AVE | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| POLARIS DANCE THEATRE | ||||||||
| 425 SE 3RD AVE STE 2020 | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| PORTLAND ACTORS CONSERVATORY | ||||||||
| 1436 SW MONTGOMERY ST | PORTLAND | OR | 97201 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| PORTLAND ART MUSEUM | ||||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| PORTLAND BAROQUE ORCHESTRA | ||||||||
| 1020 SW TAYLOR ST SUITE 200 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $4,500 | |
| PORTLAND CENTER STAGE | ||||||||
| 128 NW 11TH AVE | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $17,500 | |
| PORTLAND CHAMBER ORCHESTRA | ||||||||
| PO BOX 9024 | PORTLAND | OR | 97207 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| PORTLAND CHILDREN'S MUSEUM | ||||||||
| 4015 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| PORTLAND COMMUNITY COLLEGE FDN | ||||||||
| PO BOX 19000 | PORTLAND | OR | 97280 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| PORTLAND FESTIVAL SYMPHONY | ||||||||
| PO BOX 585 | PORTLAND | OR | 97207 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| PORTLAND INSTITUTE FOR | ||||||||
| 415 SW 10TH AVE | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | CONTEMPORARY ART |
| PORTLAND OPERA ASSOCIATION | ||||||||
| 211 SE CARUTHERS ST | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $11,000 | |
| PORTLAND PARKS FOUNDATION | ||||||||
| 506 SW 6TH AVE STE 1100 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| PORTLAND READING PROJECT | ||||||||
| 221 NW 2ND AVE STE 210-F | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| PORTLAND RESCUE MISSION | ||||||||
| 1507 NE 122ND AVE | PORTLAND | OR | 97230 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| PORTLAND SYMPHONIC CHOIR | ||||||||
| PO BOX 1517 | PORTLAND | OR | 97207 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| PORTLAND WOMEN'S CRISIS LINE | ||||||||
| PO BOX 42610 | PORTLAND | OR | 97242 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| PORTLAND YOUTH PHILHARMONIC | ||||||||
| 520 SW 6TH AVE STE 820 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| PORTLAND YOUTHBUILDERS | ||||||||
| 4816 SE 92ND AVENUE | PORTLAND | OR | 97266 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| PROFILE THEATRE PROJECT | ||||||||
| PO BOX 14845 | PORTLAND | OR | 97293 | NONE | PUBLIC | GENERAL SUPPORT | $8,000 | |
| PROVIDENCE CHILD CENTER FOUNDATION | ||||||||
| 830 NE 47TH AVENUE | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| THE SALVATION ARMY WESTERN | ||||||||
| 8495 SE MONTEREY AVE | HAPPY VALLEY | OR | 97086 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | TERRITORY WOMENS & CHILDRENS SHELTE |
| SCHOOLHOUSE SUPPLIES | ||||||||
| 2735 NE 82ND AVE | PORTLAND | OR | 97220 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| SERENDIPITY CENTER INC | ||||||||
| 14815 SE DIVISION | PORTLAND | OR | 97292 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| THE SHADOW PROJECT | ||||||||
| 6663 SW BEAVERTON HILLSDALE HWY 108 | PORTLAND | OR | 97225 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| SISTERS OF THE ROAD INC | ||||||||
| 133 NW 6TH AVENUE | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $4,500 | |
| SOUTHWEST COMMUNITY HEALTH CTR | ||||||||
| 7754 SW CAPITOL HWY | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| ST ANDREW LEGAL CLINIC | ||||||||
| 807 NE ALBERTA ST | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| STORE TO DOOR | ||||||||
| PO BOX 4665 | PORTLAND | OR | 97208 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| TEARS OF JOY THEATRE | ||||||||
| 323 NE WYGANT ST 20 | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| THIRD ANGLE NEW MUSIC ENSEMBLE | ||||||||
| PO BOX 28225 | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| THIRD RAIL REPATORY THEA | ||||||||
| PO BOX 96063 | PORTLAND | OR | 97202 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| TRIANGLE PRODUCTIONS | ||||||||
| 8420 SW CANYON LN 13 | PORTLAND | OR | 97225 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| TRILLIUM FAMILY SERVICES INC | ||||||||
| 3415 SE POWELL BLVD | PORTLAND | OR | 97202 | NONE | PUBLIC | GENERAL SUPPORT | $5,500 | |
| WALLACE MEDICAL CONCERN | ||||||||
| PO BOX 3506 | GRESHAM | OR | 97030 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| WARNER PACIFIC COLLEGE | ||||||||
| 2219 SE 68TH AVE | PORTLAND | OR | 97215 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| WESTERN RIVERS CONSERVANCY | ||||||||
| 71 SW OAK ST STE 100 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| WHITE BIRD | ||||||||
| 5620 SW EDGEMONT PLACE | PORTLAND | OR | 97239 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| WILLAMETTE RIVERKEEPER | ||||||||
| 1515 SE WATER AVE 102 | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| WILLAMETTE WRITERS | ||||||||
| 2108 BUCK ST | WEST LINN | OR | 97068 | NONE | PUBLIC | GENERAL SUPPORT | $450 | |
| WOAPE INC | ||||||||
| PO BOX 182 | BRIGHTWOOD | OR | 97011 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| WORDSTOCK | ||||||||
| 810 SE BELMONT ST STUDIO 5 | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| WORLD FORESTRY CENTER | ||||||||
| 4033 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| WRITE AROUND PORTLAND | ||||||||
| 917 SW OAK STREET SUITE 406 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| YOUNG AUDIENCES OF OREGON INC | ||||||||
| 1220 SW MORRISON ST 1000 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| YWCA OF GREATER PORTLAND | ||||||||
| 1111 SW 10TH AVE | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 551156 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $258,144 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$163,696 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $94,448 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 94448 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $1,500 | Amount |
| Disbursements Charitable Prps | 1500 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | NUVEEN INTERMEDIATE TERM BD | NameOfBond |
| EOY Book Value | 2118778 | EOYBookValue |
| EOYFMV | 2219110 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (13 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| EATON VANCE LARGE CAP VALUE | ||
| NUVEEN MID CAP GRWTH OPP | 618707 | 922749 |
| NUVEEN SMALL CAP SELECT | ||
| FRANK RUSSELL EMERGING MKT | 300000 | 216315 |
| T ROWE PRICE GROWTH STK | 1320899 | 1483851 |
| LAUDUS INTL MARKETMASTERS | 680000 | 718322 |
| AMERICAN EUROPACIFIC GRTH | 620000 | 640770 |
| PIMCO TOTAL RETURN FUND | 1224691 | 1212066 |
| NUVEEN INFLATION PRO SEC FD | 851437 | 865360 |
| NUVEEN REAL ESTATE SECS | 486536 | 574827 |
| NUVEEN SANTA BARBARA DIV GRWTH | 973071 | 1094812 |
| T ROWE PRICE SC STOCK | 453415 | 501021 |
| VANGUARD EQUITY INCOME | 1096689 | 1262363 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE CHARITABLE FILING FEE | 1045 | 0 | 1045 |
| GRANTMAKERS | 2375 | 0 | 2375 |
| WEB HOSTING | 7243 | 0 | 7243 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FED TAX REFUND | $1,383 |
| REVERSAL OF SCHOLARSHIP FROM PY | $1,500 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FED EXCISE ESTIMATES | $2,823 | 0 | 0 |
| FOREIGN TAX PAID | $3,836 | 0 | 0 |
| FOREIGN TAX PAID ON NON QUAL | $201 | 0 | 0 |
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