JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE (EIN 93-6020752)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2009-10-15
- IRS object ID
- 201122989349101202
- 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
- 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 | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-07-01 | 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 | 2011-09-19 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 12881744 | 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 | 223058 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 223058 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -135368 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5399952 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 87690 | TotalRevenueAndExpenses |
| Total Net Investment Income | 223058 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 150621 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 75311 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 75310 | 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 | 7896 | 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 | 3028 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 163045 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 75311 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 76810 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 525620 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 525620 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 688665 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 75311 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 602430 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -600975 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 147747 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 85798 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 54644 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 54644 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 7598278 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7946329 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8796879 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 4903724 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3985853 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 4030221 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 12587800 | TotalAssetsBOY |
| Total Assets EOY | 11986826 | TotalAssetsEOY |
| Total Assets EOYFMV | 12881744 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 12587800 | CapitalStockBOY |
| Capital Stock EOY | 11986826 | CapitalStockEOY |
| Total Net Assets BOY | 12587800 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11986826 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 12587800 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11986826 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 12587800 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -600975 | ExcessOfRevenueOverExpenses |
| Other Increases | 1 | OtherIncreases |
| Subtotal | 11986826 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 11986826 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 3801.017 EATON VANCE LARGE CAP VAL I | 2010-12-20 | 2011-03-29 | 71079 | 68570 | 2509 | 2509 |
| 2150.725 EATON VANCE LARGE CAP VAL I | 2010-12-20 | 2011-06-21 | 39401 | 38799 | 602 | 602 |
| 143826.004 EATON VANCE LARGE CAP VALUE CLA | 2006-05-03 | 2010-12-20 | 2587430 | 2822614 | -235184 | -235184 |
| 38240.918 NUVEEN INTERMD TERM BD FD CL Y | 2003-05-12 | 2010-08-17 | 400000 | 401912 | -1912 | -1912 |
| 2865.33 NUVEEN INTERMD TERM BD FD CL Y | 2003-05-12 | 2010-08-20 | 30000 | 30115 | -115 | -115 |
| 9541.985 NUVEEN INTERMD TERM BD FD CL Y | 2003-05-12 | 2010-11-19 | 100095 | 100286 | -191 | -191 |
| 36684.936 NUVEEN INTERMD TERM BD FD CL Y | 2003-05-12 | 2010-12-07 | 380790 | 385559 | -4769 | -4769 |
| 2428.245 NUVEEN MID CAP GRWTH OPP FD CL I | 2010-03-18 | 2011-06-02 | 116046 | 87465 | 28581 | 28581 |
| 7074.637 T ROWE PRICE GROWTH STK CL ADV | 2010-03-18 | 2010-12-20 | 225327 | 200000 | 25327 | 25327 |
| 44211.417 T ROWE PRICE GROWTH STK CL ADV | 2007-01-16 | 2010-12-20 | 1408134 | 1400000 | 8134 | 8134 |
| . ROYAL DUTCH PETE NY REG N GLDR 1.25 | 2011-06-28 | 34 | 34 | 34 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -135368 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 498991 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 11505316 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04337 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 472541 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 10438086 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045271 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 805619 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 14029964 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.057421 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 672144 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 13913948 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048307 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 603788 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 13338502 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045267 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.239636 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047927 | AverageDistributionRatio |
| Net Noncharitable Assets | 12411625 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 594855 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1477 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 596332 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 602430 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1477 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1477 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1477 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4340 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 4340 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Overpayment | 2863 | Overpayment |
| Amount Credited To Next Year | 1480 | AmountCreditedToNextYear |
| Amount To Be Refunded | 1383 | 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 | 140121 |
| 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 | 12549081 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 51554 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12600635 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12600635 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 189010 | CashDeemedCharitable |
| Net Noncharitable Assets | 12411625 | NetNoncharitableAssets |
| Minimum Investment Return | 620581 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 620581 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1477 | TaxBasedOnInvestmentIncome |
| Total Tax | 1477 | TotalTax |
| Distributable Amount Before Adj | 619104 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 619104 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 619104 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 602430 | 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 | 602430 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1477 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 600953 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 619104 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | 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 | 4980 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4980 | TotalExcessDistriCarryover |
| Qualifying Distributions | 602430 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 602430 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 4980 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 4980 | 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 | 11694 | 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 | 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 (158 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 |
|---|---|---|---|---|---|---|---|---|
| ALBERTINA KERR CENTER | ||||||||
| 424 NE 22ND AVE | PORTLAND | OR | 97232 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| THE ARC OF WASHINGTON COUNTY | ||||||||
| PO BOX 5778 | ALOHA | OR | 97007 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| BRADLEY-ANGLE HOUSE | ||||||||
| 4548 N ALBINA AVE STE 101 | PORTLAND | OR | 97217 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| BIG BROTHERS BIG SISTERS NORTHWEST | ||||||||
| 1827 NE 44TH AVE | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| BOYS & GIRLS AID SOCIETY | ||||||||
| 018 SW BOUNDARY COURT | PORTLAND | OR | 97239 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| BRAIN INJURY ASSN OF OR | ||||||||
| 2561 CENTER ST NE | SALEM | OR | 97301 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| BIENESTAR | ||||||||
| 220 SE 12TH AVE STE A-100 | HILLSBORO | OR | 97123 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| BETTER PEOPLE | ||||||||
| 4310 NE MLK JR BLVD | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| THE BROADWAY ROSE THEATRE COMPANY | ||||||||
| PO BOX 231004 | TIGARD | OR | 97281 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| CALDERA | ||||||||
| 224 NW 13TH AVENUE STE 304 | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| COMMUNITY ACTION ORGANIZATION | ||||||||
| 1001 SW BASELINE ST | HILLSBORO | OR | 97123 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| COMMUNITY ALLIANCE OF TENANTS | ||||||||
| 2710 NE 14TH AVENUE | PORTLAND | OR | 97212 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| CATHOLIC CHARITIES | ||||||||
| 2740 SE POWELL BLVD 1 | PORTLAND | OR | 97202 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| CHILDREN'S CANCER ASSN | ||||||||
| 433 NW 4TH AVE STE 100 | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| CHILDREN'S COMMUNITY CLINIC | ||||||||
| 27 NE KILLINGSWORTH ST | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| CCI ENTERPRISES INC | ||||||||
| 5285 SE MALLARD WAY | MILWAUKIE | OR | 97222 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| CENTRAL CITY CONCERN | ||||||||
| 232 NW 6TH AVE | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| CASA FOR CHILDREN | ||||||||
| 1401 NE 68TH AVENUE | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| CENTER FOR EARTH LEADERSHIP | ||||||||
| 319 SW WASHINGTON ST 400 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| CLASSIC GREEK THEATRE OF OREGON | ||||||||
| PO BOX 23908 | PORTLAND | OR | 97281 | NONE | PUBLIC | GENERAL SUPPORT | $750 | |
| CHESS FOR SUCCESS | ||||||||
| 2701 NW VAUGHN ST SUITE 101 | PORTLAND | OR | 97210 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| THE CHILDRENS BOOK BANK | ||||||||
| 2680 SW RAVENSVIEW DR | PORTLAND | OR | 97201 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| CHOSEN INTERNATIONAL | ||||||||
| 11860 SW PALERMO | WILSONVILLE | OR | 97070 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| CLASSROOM LAW PROJECT | ||||||||
| 620 SW MAIN ST SUITE 102 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| CHAMBER MUSIC NORTHWEST | ||||||||
| 522 SW FIFTH AVENUE SUITE 920 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| COMMUNITY PARTNERS FOR AFFORDABLE | ||||||||
| PO BOX 23206 | TIGARD | OR | 97281 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | HOUSING |
| CHILDREN'S RELIEF NURSERY | ||||||||
| 8425 N LOMBARD STREET | PORTLAND | OR | 97203 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| CLACKAMAS SERVICE CENTER INC | ||||||||
| 8800 SE 80TH AVE | PORTLAND | OR | 97206 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| COMMUNITY TRANSITIONAL SCHOOL | ||||||||
| 6601 NE KILLINGSWORTH ST | PORTLAND | OR | 98218 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| CONCORDIA UNIVERSITY | ||||||||
| 2811 NE HOLMAN ST | PORTLAND | OR | 97211 | NONE | UNIVERSITY | SCHOLARSHIP | $7,000 | |
| CAMPFIRE USA PORTLAND COLUMBIA | ||||||||
| 619 SW 11TH AVE STE 234 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| THE DOUGY CENTER INC | ||||||||
| 3903 SE 52ND AVE | PORTLAND | OR | 97206 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| DOERNBECHER CHILDREN'S HOSPITAL FDN | ||||||||
| 1121 SW SALMON ST STE 100 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| DO JUMP EXTREMELY PHYSICAL THEATER | ||||||||
| 1515 SE 37TH AVE | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| DONATE LIFE NORTHWEST | ||||||||
| PO BOX 532 | PORTLAND | OR | 97207 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| DE LA SALLE NORTH CATHOLIC | ||||||||
| 7528 N FENWICK AVE | PORTLAND | OR | 97217 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | HIGH SCHOOL |
| DRESS FOR SUCCESS | ||||||||
| 1532 B NE 37TH AVE | PORTLAND | OR | 97232 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| DEFUNKT THEATER | ||||||||
| 4319 SE HAWTHORNE BLVD | PORTLAND | OR | 97215 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| ELDERS IN ACTION | ||||||||
| 1411 SW MORRISON ST SUITE 290 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| ECUMENICAL MINISTRIES OF OR | ||||||||
| 0245 SW BANCROFT ST STE B | PORTLAND | OR | 97239 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| ELEVATE OREGON | ||||||||
| 1910 NW 23RD PLACE | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| FRIENDS OF THE CHILDREN-PORTLAND | ||||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| FRUIT & FLOWER DAY NURSERY | ||||||||
| 2378 NW IRVING STREET | PORTLAND | OR | 97210 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | OF PORTLAND |
| FINANCIAL BEGINNINGS | ||||||||
| 7327 SW BARNES ROAD 213 | PORTLAND | OR | 97225 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF TREES | ||||||||
| 3117 NE MLK JR BLVD | PORTLAND | OR | 97212 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| FRIENDS OF ZENGER FARM | ||||||||
| 11741 SE FOSTER RD | PORTLAND | OR | 97266 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF TRYON CREEK | ||||||||
| 11321 SW TERWILLIGER BLVD | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| GALES CREEK CAMP FOUNDATION | ||||||||
| 6975 SW SANDBURG ST 150 | PORTLAND | OR | 97223 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| GROWING GARDENS | ||||||||
| 2003 NE 42ND AVENUE 3 | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| GIRL SCOUTS OF OR & SW WA | ||||||||
| 9620 SW BARBUR BLVD | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | COLUMBIA RIVER COUNCIL |
| HABITAT FOR HUMANITY PORTLAND | ||||||||
| 1478 NE KILLINGSWORTH | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| HANDS ON GREATER PORTLAND | ||||||||
| PO BOX 4889 | PORTLAND | OR | 97208 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| HISPANIC METROPOLITAN CHAMBER | ||||||||
| PO BOX 1837 | PORTLAND | OR | 97207 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| HUMAN SOLUTIONS INC | ||||||||
| 12350 SE POWELL BLVD | PORTLAND | OR | 97236 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| ILLAHEE | ||||||||
| 720 SW WASHINGTON ST STE 800 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| INTERVARSITY CHRISTIAN FELLOWSHIP | ||||||||
| 7039 NE RODNEY COURT | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| IMPACT NW | ||||||||
| PO BOX 33530 | PORTLAND | OR | 97292 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| JOIN | ||||||||
| 1435 NE 81ST AVE STE 100 | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| KINSHIP HOUSE | ||||||||
| 1823 NE 8TH AVENUE | PORTLAND | OR | 97212 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| LITERARY ARTS INC | ||||||||
| 224 NW 13TH AVENUE STE 306 | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| LEWIS & CLARK COLLEGE | ||||||||
| 0615 SW PALATINE HILL RD | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| LOAVES & FISHES CENTERS INC | ||||||||
| 7710 SW 31ST AVE | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $4,500 | |
| THE LIBRARY FOUNDATION | ||||||||
| 620 SW FIFTH AVE STE 1025 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $8,000 | |
| LEAGUE OF WOMEN VOTERS OF OR | ||||||||
| 1330 12TH ST SE STE 200 | SALEM | OR | 97302 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| MACDONALD CENTER | ||||||||
| 605 NW COUCH STREET | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| 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 | |
| METROARTS INC | ||||||||
| 0240 SW CANBY ST | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| MUSEUM OF CONTEMPORARY CRAFT | ||||||||
| 724 NW DAVIS ST | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| MORRISON CENTER | ||||||||
| 9911 SE MT SCOTT BLVD | PORTLAND | OR | 97266 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 | |
| MT HOOD COMMUNITY COLLEGE FDN | ||||||||
| 26000 SE STARK ST | GRESHAM | OR | 97030 | NONE | COLLEGE | SCHOLARSHIP | $2,500 | |
| MEDICAL TEAMS INTERNATIONAL | ||||||||
| PO BOX 10 | PORTLAND | OR | 97207 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| METROPOLITAN YOUTH SYMPHONY | ||||||||
| 4800 SW MACADAM SUITE 105 | PORTLAND | OR | 97239 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| THE NONPROFIT ASSN OF OR | ||||||||
| 1001 SW WATER AVE STE 490 | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| NEW AVENUES FOR YOUTH | ||||||||
| 1220 SW COLUMBIA STREET | PORTLAND | OR | 97201 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| NATIVE AMERICAN YOUTH & FAMILY CTR | ||||||||
| 5135 NE COLUMBIA BLVD | PORTLAND | OR | 97218 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| THE NATURE CONSERVANCY | ||||||||
| 821 SE 14TH AVENUE | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| NEWSPACE CENTER FOR PHOTOGRAPHY | ||||||||
| 1632 SE 10TH AVE | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $500 | |
| NW CHILDRENS THEATER & SCHOOL | ||||||||
| 1819 NW EVERETT ST | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| NORTHWEST EARTH INSTITUTE | ||||||||
| 107 SE WASHINGTON ST SUITE 235 | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| NEIGHBORHOOD HOUSE INC | ||||||||
| 7780 SW CAPITOL HWY | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| NATL INDIAN CHILD WELFARE ASSN | ||||||||
| 5100 SW MACADAM AVE STE 300 | PORTLAND | OR | 97239 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| NW PROFESSIONAL DANCE PROJECT | ||||||||
| PO BOX 42488 | PORTLAND | OR | 97242 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| NORTHWEST HOUSING ALTERNATIVES | ||||||||
| 2316 SE WILLARD ST | MILWAUKIE | OR | 97222 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| NW PORTLAND MINISTRIES INC | ||||||||
| 2701 NW VAUGHN ST 102 | PORTLAND | OR | 97210 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| NORTHWEST PILOT PROJECT | ||||||||
| 1430 SW BROADWAY SUITE 200 | PORTLAND | OR | 97201 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| OREGON BALLET THEATRE | ||||||||
| 818 SE SIXTH AVENUE | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| OREGON COAST AQUARIUM | ||||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97365 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| OPAL CREEK ANCIENT FOREST CTR | ||||||||
| 1220 SW MORRISON ST STE 527 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| OREGON COMMUNITY FDN | ||||||||
| 1221 SW YAMHILL ST STE 100 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| OREGON CHILDREN'S FOUNDATION | ||||||||
| 101 SW MARKET ST | PORTLAND | OR | 97201 | NONE | PUBLIC | GENERAL SUPPORT | $12,000 | |
| OREGON CHILDREN'S THEATRE | ||||||||
| 600 SW 10TH AVE STE 313 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| OREGON COMMUNITY WAREHOUSE | ||||||||
| 3969 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | NONE | PUBLIC | GENERAL SUPPORT | $2,400 | |
| OREGON ENVIRONMENTAL COUNCIL | ||||||||
| 222 NW DAVIS ST STE 309 | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| OUR HOUSE OF PORTLAND | ||||||||
| 2727 SE ALDER | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| OREGON HISTORICAL SOCIETY | ||||||||
| 1200 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| OREGON HUMANITIES | ||||||||
| 813 SW ALDER ST STE 702 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| OREGON INDEPENDENT COLLEGES | ||||||||
| PO BOX 23 | MARYLHURST | OR | 97036 | NONE | COLLEGE | SCHOLARSHIP | $1,500 | FOUNDATION |
| OREGON MENTORS | ||||||||
| 1221 SW YAMHILL | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| OPEN MEADOW ALTERNATIVE SCHOOL | ||||||||
| 7621 N WABASH AVE | PORTLAND | OR | 97217 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| OMSI | ||||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $7,000 | |
| OREGON RAIL HERITAGE FDN | ||||||||
| PO BOX 42443 | PORTLAND | OR | 97242 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| OREGON ZOO FOUNDATION | ||||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| OREGON SYMPHONY | ||||||||
| 921 SW WASHINGTON ST STE 200 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $12,500 | |
| OREGON SHAKESPEARE FESTIVAL | ||||||||
| 15 SOUTH PIONEER ST | ASHLAND | OR | 97520 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| OUR UNITED VILLAGES | ||||||||
| 3625 N MISSISSIPPI AVE | PORTLAND | OR | 97227 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| PORTLAND ACTORS CONSERVATORY | ||||||||
| 1436 SW MONTGOMERY ST | PORTLAND | OR | 97201 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| PORTLAND ART MUSEUM | ||||||||
| 1219 SW PARK AVENUE | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| PORTLAND BAROQUE ORCHESTRA | ||||||||
| 1020 SW TAYLOR ST SUITE 200 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| PROVIDENCE CHILD CENTER FOUNDATION | ||||||||
| 830 NE 47TH AVENUE | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| PORTLAND CHILDREN'S MUSEUM | ||||||||
| 4015 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| PORTLAND COMM REINV INITIATIVES | ||||||||
| 6329 NE MLK BLVD | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| PORTLAND CENTER STAGE | ||||||||
| 128 NW 11TH AVENUE | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| POLARIS DANCE THEATRE | ||||||||
| 425 SE 3RD AVE STE 2020 | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| PORTLAND FESTIVAL SYMPHONY | ||||||||
| PO BOX 585 | PORTLAND | OR | 97207 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| PORTLAND JAZZ FESTIVAL | ||||||||
| 133 SW 2ND AVE STE 420 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| PACIFIC NORTHWEST COLLEGE OF ART | ||||||||
| 1241 NW JOHNSON STREET | PORTLAND | OR | 97209 | NONE | COLLEGE | SCHOLARSHIP | $2,500 | |
| PORTLAND OPERA ASSOCIATION | ||||||||
| 211 SE CARUTHERS ST | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $11,000 | |
| PLANNED PARENTHOOD OF THE | ||||||||
| 3231 SE 50TH AVENUE | PORTLAND | OR | 97206 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | COLUMBIA WILLAMETTE |
| PORTLAND READING FOUNDATION | ||||||||
| PO BOX 80516 | PORTLAND | OR | 97280 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| PORTLAND RESCUE MISSION | ||||||||
| PO BOX 3713 | PORTLAND | OR | 97208 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| PORTLAND SYMPHONIC CHOIR | ||||||||
| 1905 NE 45TH AVE 9 | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| PROFILE THEATRE PROJECT | ||||||||
| PO BOX 14845 | PORTLAND | OR | 97293 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| PORTLAND WOMEN'S CRISIS LINE | ||||||||
| PO BOX 42610 | PORTLAND | OR | 97242 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| PORTLAND YOUTHBUILDERS | ||||||||
| 4816 SE 92ND AVENUE | PORTLAND | OR | 97266 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| PORTLAND YOUTH PHILHARMONIC | ||||||||
| 421 SW SIXTH AVENUE SUITE 1350 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| ROSE COMMUNITY DEVELOPMENT CORP | ||||||||
| 5215 SE DUKE ST | PORTLAND | OR | 97206 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| REACH COMMUNITY DEVELOPMENT INC | ||||||||
| 1135 SE SALMON ST | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| RETURNING VETERAN'S PROJECT | ||||||||
| 833 SE MAIN BOX 122 | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| ST ANDREW LEGAL CLINIC | ||||||||
| 807 NE ALBERTA STREET | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| THE SALVATION ARMY WESTERN | ||||||||
| 211 NE 18TH AVE | PORTLAND | OR | 97232 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | TERRITORY WOMENS & CHILDRENS SHELTE |
| STORE TO DOOR | ||||||||
| PO BOX 4665 | PORTLAND | OR | 97208 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| SELF ENHANCEMENT INC | ||||||||
| 3920 N KERBY AVE | PORTLAND | OR | 97227 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 | |
| THE SHADOW PROJECT | ||||||||
| 6663 SW BEAVERTON HILLSDALE HWY 108 | PORTLAND | OR | 97225 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| SOLV | ||||||||
| 5193 NE ELAM YOUNG PARKWAY SUITE B | HILLSBORO | OR | 97124 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| SISTERS OF THE ROAD INC | ||||||||
| 133 NW SIXTH AVENUE | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $4,500 | |
| SCHOOLHOUSE SUPPLIES | ||||||||
| 2735 NE 82ND AVENUE | PORTLAND | OR | 97220 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| STAND FOR CHILDREN | ||||||||
| 516 SE MORRISON ST STE 420 | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| SOUTHWEST COMMUNITY HEALTH CTR | ||||||||
| 7754 SW CAPITOL HIGHWAY | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| THIRD ANGLE NEW MUSIC ENSEMBLE | ||||||||
| PO BOX 28225 | PORTLAND | OR | 97228 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| TRILLIUM FAMILY SERVICES INC | ||||||||
| 3415 SE POWELL BLVD | PORTLAND | OR | 97202 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 | |
| THE FRESHWATER TRUST | ||||||||
| 65 SW YAMHILL ST STE 200 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| TEARS OF JOY THEATRE | ||||||||
| 323 NE WYGANT STREET 201 | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| TUCKER-MAXON ORAL SCHOOL | ||||||||
| 2860 SE HOLGATE | PORTLAND | OR | 97202 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| THIRD RAIL REPERTORY THEATRE | ||||||||
| PO BOX 82389 | PORTLAND | OR | 97202 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| VOLUNTEERS OF AMERICA OREGON INC | ||||||||
| 3910 SE STARK ST | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| WORDSTOCK | ||||||||
| 810 SE BELMONT ST STUDIO 5 | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| WELLS ART INSTITUTE | ||||||||
| 2710 NE 14TH AVENUE | PORTLAND | OR | 97212 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| WHITE BIRD | ||||||||
| 5620 SW EDGEMONT PLACE | PORTLAND | OR | 97239 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| WORLD FORESTRY CENTER | ||||||||
| 4033 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| WOAPE INC | ||||||||
| PO BOX 182 | BRIGHTWOOD | OR | 97011 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| WALLACE MEDICAL CONCERN | ||||||||
| PO BOX 3506 | GRESHAM | OR | 97030 | NONE | PUBLIC | GENERAL SUPPORT | $7,470 | |
| WESTERN RIVERS CONSERVANCY | ||||||||
| 71 SW OAK STREET STE 100 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| WILLAMETTE RIVERKEEPER | ||||||||
| 1515 SE WATER AVE 102 | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| WILLAMETTE UNIVERSITY | ||||||||
| 900 STATE ST | SALEM | OR | 97301 | NONE | UNIVERSITY | SCHOLARSHIP | $5,000 | |
| XERCES SOCIETY INC | ||||||||
| 4828 SE HAWTHORNE BLVD | PORTLAND | OR | 97215 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| YOUNG AUDIENCES OF OREGON INC | ||||||||
| 1220 SW MORRISON STREET SUITE 900 | 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 | 525620 | 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 | $223,058 | 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 | -$135,368 | 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 | $87,690 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 87690 | 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 PREP 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 | 3985853 | EOYBookValue |
| EOYFMV | 4030221 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| EATON VANCE LARGE CAP VALUE | 2315779 | 2395368 |
| NUVEEN MID CAP GRWTH OPP | 769279 | 1195247 |
| NUVEEN SMALL CAP SELECT | 718920 | 734387 |
| FRANK RUSSELL EMERGING MKT | 300000 | 270168 |
| T ROWE PRICE GROWTH STK | 1657944 | 1747814 |
| LAUDUS INTL MARKETMASTERS | 680000 | 857132 |
| AMERICAN EUROPACIFIC GRTH | 620000 | 748604 |
| PIMCO TOTAL RETURN FUND | 884407 | 848159 |
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 | 1010 | 0 | 0 |
| GRANTMAKERS | 1900 | 0 | 0 |
| WEB HOSTING | 118 | 0 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT FOR ROUNDING | Description |
| Amount | $1 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FED EXCISE TAX | $179 | 0 | 0 |
| FED EXCISE TAX ESTIMATES | $4,340 | 0 | 0 |
| FOREIGN TAX PAID | $3,062 | 0 | 0 |
| FOREIGN TAX PAID ON NON QUAL | $315 | 0 | 0 |
Comments