EMINGER STEWART FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- EMINGER STEWART FOUNDATION (EIN 35-6797693)
- Tax period
- 2010-03-01 to 2011-02-28
- Filed
- 2009-10-15
- IRS object ID
- 201101799349100800
- Schema version
- 2010v3.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2011-02-28 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-03-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356797693 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMINGER STEWART FOUNDATION 050013119300 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEW | 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 | 2011-06-22 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 3973404 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2327221 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 73146 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 73146 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 24949 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 207188 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 24949 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 2425316 | TotalRevenueAndExpenses |
| Total Net Investment Income | 98095 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 28569 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 25712 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 2857 | 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 | 7225 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 7225 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 232 | 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 | 143 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 143 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 36169 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 25712 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10225 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 42600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 78769 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 25712 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 52825 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2346547 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 72383 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 43480 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 280197 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 280197 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 1059447 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2677136 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3081358 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 75000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 575000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 611849 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1177927 | TotalAssetsBOY |
| Total Assets EOY | 3532333 | TotalAssetsEOY |
| Total Assets EOYFMV | 3973404 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1177927 | CapitalStockBOY |
| Capital Stock EOY | 3532333 | CapitalStockEOY |
| Total Net Assets BOY | 1177927 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3532333 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1177927 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3532333 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1177927 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2346547 | ExcessOfRevenueOverExpenses |
| Other Increases | 11613 | OtherIncreases |
| Subtotal | 3536087 | Subtotal |
| Other Decreases | 3754 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3532333 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 17489.328 P I M C O FDS TOTAL RETURN FD | DescriptionOfAsset |
| Date Acquired | 2009-06-02 | DateAcquired |
| Date Sold | 2010-11-16 | DateSold |
| Gross Sales Price | 201477 | GrossSalesPrice |
| Cost Or Other Basis | 182239 | CostOrOtherBasis |
| Gain Or Loss | 19238 | GainOrLoss |
| Gains Minus Excess Or Losses | 19238 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 24949 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 79505 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1243450 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.063939 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 437 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1074268 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.000407 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.064346 | TotalDistributionRatio |
| Average Distribution Ratio | 0.032173 | AverageDistributionRatio |
| Net Noncharitable Assets | 2828906 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 91014 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 724 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 91738 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 52825 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1448 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1448 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1448 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 160 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 160 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 1288 | TaxDue |
| Amount To Be Refunded | 0 | 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 |
| 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 | 97208 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK | BusinessNameLine1 |
US Address USAddress
| 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) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 1 | AvgHoursPerWkDevotedToPosition |
| Compensation | 35794 | Compensation |
| 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 | 2235688 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 636298 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2871986 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2871986 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 43080 | CashDeemedCharitable |
| Net Noncharitable Assets | 2828906 | NetNoncharitableAssets |
| Minimum Investment Return | 141445 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 141445 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1448 | TaxBasedOnInvestmentIncome |
| Total Tax | 1448 | TotalTax |
| Distributable Amount Before Adj | 139997 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 11613 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 151610 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 151610 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 52825 | 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 | 52825 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 52825 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 151610 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 35538 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | 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 | 52825 | QualifyingDistributions |
| Applied To Year1 | 35538 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 17287 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 134323 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | 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 | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | US BANK ATTN LINDA THOMAS-BUSH | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WILLAMETTE ST | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5034654120 | RecipientPhoneNumber |
| Form And Info And Materials | REQUEST FROM US BANK | FormAndInfoAndMaterials |
| Submission Deadlines | CONTACT US BANK | SubmissionDeadlines |
| Restrictions On Awards | RESIDENTS OF GRANT COUNTY, OREGON - SCHOLARSHIPS FOR COLLEGE, UNIVERSITY, OR OTHER INSTITUTIONS OF HIGHER LEARNING. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALPINE COLLEGE | |||||||
| 10020 E KNOX SUITE 500 | SPOKANE VALLEY | WA | 99206 | NONE | PUBLIC | SCHOLARSHIP | $1,800 |
| AMERICAN MUSIC & DRAMA ACADEMY | |||||||
| 211 WEST 61ST STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | SCHOLARSHIP | $1,000 |
| BETHEL UNIVERSITY | |||||||
| 3900 BETHEL DRIVE | ST PAUL | MN | 55112 | NONE | PUBLIC | SCHOLARSHIP | $1,800 |
| BLUE MOUNTAIN COMMUNITY COLLEGE | |||||||
| 2411 NW CARDEN AVE | PENDLETON | OR | 97801 | NONE | PUBLIC | SCHOLARSHIP | $17,200 |
| BOISE STATE UNIVERSITY | |||||||
| 1910 UNIVERSITY DRIVE | BOISE | ID | 83725 | NONE | PUBLIC | SCHOLARSHIP | $8,200 |
| BRIGHAM YOUNG UNIVERSITY | |||||||
| 150 E BULLDOG BLVD | PROVO | UT | 84602 | NONE | PUBLIC | SCHOLARSHIP | $11,908 |
| OREGON STATE UNIVERSITY | |||||||
| 218 KERR ADMIN BUILDING | CORVALLIS | OR | 97331 | NONE | PUBLIC | SCHOLARSHIP | $692 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 42600 | 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 | $73,146 | 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 | $24,949 | 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 | $98,095 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 98095 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | E Stewart III Estate | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o US Bank P O BOX 3168 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 2327221 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | Category |
| Amount | $7,225 | Amount |
| Disbursements Charitable Prps | 7225 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN CENTY INTL BD FD | 75000 | 72668 |
| NUVEEN HIGH BOND FD | 500000 | 539181 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (27 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BAXTER INTL INC | 100079 | 101091 |
| BOEING CO | 45868 | 36509 |
| C V S/CAREMARK CORP | 21704 | 20795 |
| CARDINAL HEALTH INC | 24164 | 19404 |
| CATERPILLAR INC | 120605 | 185274 |
| CHEVRON CORPORATION | 102930 | 144627 |
| DOW CHEM CO | 413 | 334 |
| EDISON INTL | 7231 | 5345 |
| EDWARDS LIFESCIENCES CORP | 12405 | 42520 |
| GENERAL ELECTRIC CO | 61754 | 36150 |
| J P MORGAN CHASE & CO | 20423 | 19656 |
| NORTHWEST NAT GAS CO | 20618 | 21150 |
| PRAXAIR INC | 766 | 1193 |
| TEXTRON INC | 3686 | 2167 |
| XEROX CORP | 4987 | 3096 |
| AMERICAN CENT SMALL CAP VALUE | 80000 | 128866 |
| FIDELITY ADV MID CAP FUND I | 80000 | 120627 |
| PIMCO TOTAL RETURN FUND | ||
| ROWE T PRICE MID-CAP GROWTH | 80000 | 129871 |
| VANGUARD EXPLORER #24 | 80000 | 130927 |
| CAREFUSION CORPORATION | 9575 | 6366 |
| AMERICAN CENT EQUITY INC FD | 300000 | 324313 |
| BLACKROCK CAPITAL APPREC | 300000 | 337125 |
| CREDIT SUISSE COMMOD RET STRAT | 300000 | 325734 |
| ISHARES MSCI EMERGING MKTS ETF | 214928 | 217686 |
| NUVEEN INFLATION PRO SEC FD | 500000 | 506711 |
| NUVEEN REAL ESTATE SECS FD | 185000 | 213821 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REC'D VS REP'T SECS PY | Description |
| Amount | $3,754 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STATE FILING FEE | Description |
| Revenue And Expenses Per Books | 143 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 143 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURNED SCHOLARSHIPS PY | Description |
| Amount | $11,613 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAX PAID | $72 | 0 | 0 |
| EXCISE TAX ESTIMATES | $160 | 0 | 0 |
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