DEMOREST FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DEMOREST FAMILY FOUNDATION (EIN 20-3399144)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-31
- IRS object ID
- 202642129349100124
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-31T11:57:15-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454779518 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Erin Chatard LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 SW 12th Ave Ste 222 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203399144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMOREST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEMO | BusinessNameControlTxt |
| Phone | 5032432671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 SW UPPER HALL ST | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY L DEMOREST | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Erin M Chatard | PreparerPersonNm |
| PTIN | P00968030 | PTIN |
| Phone | 5038089255 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,202,961 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $46,191 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46,191 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $153,315 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $153,315 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,071,651 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,280,817 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,071,651 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,271,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,271,157 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,152 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,152 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $232 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $232 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,134 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,259 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $700,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $700,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $703,134 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,259 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $700,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $568,023 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,268,898 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,270,169 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,964,280 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,964,280 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,615,822 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,489,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,238,681 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,885,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,454,014 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,202,961 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,885,991 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,454,014 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,885,991 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,454,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,885,991 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,454,014 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,885,991 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $568,023 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,454,014 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,454,014 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 APPLE INC | P | 2012-12-07 | 2025-01-28 | $71,583 | $5,716 | $65,867 | $65,867 |
| 200 APPLE INC | P | 2012-12-07 | 2025-01-28 | $47,722 | $3,811 | $43,911 | $43,911 |
| 40 APPLE INC | P | 2012-12-07 | 2025-06-26 | $8,006 | $762 | $7,244 | $7,244 |
| 550 APPLE INC | P | 2012-12-13 | 2025-06-26 | $110,077 | $10,385 | $99,692 | $99,692 |
| 5000 BARRICK MINING CORP | P | 2001-01-01 | 2025-09-05 | $140,500 | $126,915 | $13,585 | $13,585 |
| 500 ELI LILLY & CO | P | 2001-01-01 | 2025-01-28 | $403,109 | $27,863 | $375,246 | $375,246 |
| 200 ELI LILLY & CO | P | 2007-07-27 | 2025-03-19 | $167,226 | $11,148 | $156,078 | $156,078 |
| 1000 TEXAS INSTRUMENTS | P | 1995-11-22 | 2025-01-28 | $181,661 | $6,876 | $174,785 | $174,785 |
| 300 UNITED HEALTH GROUP | P | 2007-01-22 | 2025-03-19 | $150,933 | $15,690 | $135,243 | $135,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,071,651 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,638 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,638 | SubtotalAmt |
| Tax Based On Investment Income | $17,638 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,301 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,301 | TotalPaymentsAndCreditsAmt |
| Tax Due | $9,337 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY DEMOREST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032432671 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 SW UPPER HALL ST | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HARRY L DEMOREST | ||||||
| 1581 SW UPPER HALL ST | PORTLAND | OR | 97201 | President | 1.00 | $0 |
| KAAREN M DEMOREST | ||||||
| 1581 SW UPPER HALL ST | PORTLAND | OR | 97201 | Secretary | 0.25 | $0 |
| CHRISTINE BARBOUR | ||||||
| C/O 1581 SW UPPER HALL ST | PORTLAND | OR | 97201 | Director | 1.00 | $0 |
| SCOTT DEMOREST | ||||||
| C/O 1581 SW UPPER HALL ST | PORTLAND | OR | 97201 | Director | 0.25 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,857,513 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,246,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,104,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $16,104,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $241,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,862,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $793,147 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $793,147 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,638 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,638 | TotalTaxAmt |
| Distributable Before Adj | $775,509 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $775,509 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $775,509 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $700,875 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $700,875 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $775,509 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $696,866 | UndistributedIncomePYAmt |
| Qualifying Distributions | $700,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $696,866 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,009 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $771,500 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARRY L DEMOREST | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OHSU FOUNDATION | ||||||||||||
| 2020 SW 4TH AVE STE 900 | PORTLAND | OR | 97201 | N/A | PC | MEDICAL RESEARCH AND CARE | $115,000 | |||||
| ALZHEIMER'S ASSOCIATION | ||||||||||||
| 225 N MICHIGAN AVE FL17 | CHICAGO | IL | 60601 | N/A | PC | MEDICAL RESEARCH | $5,000 | |||||
| OMSI | ||||||||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | N/A | PC | EDUCATION | $25,000 | |||||
| ST JUDE'S | ||||||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | MEDICAL RESEARCH | $10,000 | |||||
| MEALS ON WHEELS | ||||||||||||
| 7710 SW 31ST AVE | PORTLAND | OR | 97219 | N/A | PC | SOCIAL SERVICES | $15,000 | |||||
| SHRINERS HOSPITALS | ||||||||||||
| 3101 SW SAM JACKSON PARK RD | PORTLAND | OR | 97239 | N/A | PC | SOCIAL SERVICES | $5,000 | |||||
| BLANCHETT HOUSE | ||||||||||||
| 310 NW GLISAN ST | PORTLAND | OR | 97209 | N/A | PC | PROVIDES FOOD AND CLOTHING | $20,000 | |||||
| UNIVERSITY OF PORTLAND | ||||||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97206 | N/A | PC | EDUCATION | $175,000 | |||||
| OHSU DOERNBECHER FOUNDATION | ||||||||||||
| 2020 SW 4TH AVE STE 900 | PORTLAND | OR | 97201 | N/A | PC | MEDICAL RESEARCH AND CARE | $25,000 | |||||
| SAM DAY FOUNDATION | ||||||||||||
| 1665 NW 136TH AVE | PORTLAND | OR | 97229 | N/A | PC | MEDICAL RESEARCH | $5,000 | |||||
| ACHON UGANDA CHILDREN'S FUND | ||||||||||||
| 13645 NW LARIAT | PORTLAND | OR | 97229 | N/A | PC | SOCIAL SERVICES | $1,000 | |||||
| INCIGHT | ||||||||||||
| PO BOX 82056 | PORTLAND | OR | 97282 | N/A | PC | EDUCATION/EMPLOYMENT SUPPORT | $5,000 | |||||
| UNIVERSITY OF OREGON FOUNDATION | ||||||||||||
| 1720 E 13TH AVE SUITE 410 | EUGENE | OR | 97403 | N/A | PC | SOCIAL SERVICES | $50,000 | |||||
| CASA HOGAR DE CABO SAN LUCAS | ||||||||||||
| N/A | PC | SOCIAL SERVICES | $5,000 | CALLE PLAYAS ENTRE PLAYA DEL AMOR | CABO SAN LUCAS | BCS | MX | |||||
| LOS CABOS CHILDREN'S FDN | ||||||||||||
| N/A | PC | YOUTH SUPPORT | $10,000 | COLONIA CERRO COLORADO | SAN JOSE DEL CABE | BCS | MX | 23405 | ||||
| OLD TIMERS BASEBALL OF PORTLAND | ||||||||||||
| 5019 SW LOWELL | PORTLAND | OR | 97221 | N/A | PC | EDUCATION | $15,000 | |||||
| PARKINSONS RESOURCES OF OREGON | ||||||||||||
| 3975 MERCANTILE DR SUITE 154 | LAKE OSWEGO | OR | 97035 | N/A | PC | MEDICAL RESEARCH | $10,000 | |||||
| WILLIAM TEMPLE HOUSE | ||||||||||||
| 2023 NW HOYT ST | PORTLAND | OR | 97209 | N/A | PC | SOCIAL SERVICES | $5,000 | |||||
| ROSE HAVEN | ||||||||||||
| 1740 NW GLISAN ST | PORTLAND | OR | 97209 | N/A | PC | SERVICES FOR HOMELESS AND ABUSED WOMEN | $5,000 | |||||
| WOUNDED WARRIOR | ||||||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | SOCIAL SERVICES | $6,000 | |||||
| WORLD WILDLIFE FUND | ||||||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | N/A | PC | NATURE CONSERVATION | $1,000 | |||||
| FIRST TEE OREGON | ||||||||||||
| 19825 RIVER ROAD | GLADSTONE | OR | 97027 | N/A | PC | YOUTH SUPPORT | $5,000 | |||||
| THE FRESHWATER TRUST | ||||||||||||
| 1120 SE MADISON ST | PORTLAND | OR | 97214 | N/A | PC | NATURE CONSERVATION | $50,000 | |||||
| THE NATURE CONSERVANCY | ||||||||||||
| 4245 N FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22203 | N/A | PC | NATURE CONSERVATION | $25,000 | |||||
| FRIENDS OF THE CHILDREN | ||||||||||||
| 5432 N ALBINA | PORTLAND | OR | 97217 | N/A | PC | YOUTH SUPPORT | $25,000 | |||||
| OREGON HISTORICAL SOCIETY | ||||||||||||
| 1200 SW PARK AVE | PORTLAND | OR | 97205 | N/A | PC | EDUCATION | $10,000 | |||||
| BRADLEY ANGLE | ||||||||||||
| 5432 N ALBINA AVE | PORTLAND | OR | 97217 | N/A | PC | PROVIDES SHELTER FOR DOMESTIC VIOLENCE VICTIMS | $5,000 | |||||
| CANDLELIGHTERS FOR CHILDREN WITH CA | ||||||||||||
| 10700 SW BEAVERTON HILLSDALE HWY | BEAVERTON | OR | 97005 | N/A | PC | MEDICAL RESEARCH AND CARE | $1,000 | |||||
| CENTRAL CITY CONCERN | ||||||||||||
| 121 NW EVERETT ST | PORTLAND | OR | 97209 | N/A | PC | SOCIAL SERVICES | $5,000 | |||||
| FANCONI CANCER FOUNDATION | ||||||||||||
| 360 E 10TH AVE STE 201 | EUGENE | OR | 97401 | N/A | PC | MEDICAL RESEARCH | $1,000 | |||||
| JOHN MUIR HEALTH FOUNDATION | ||||||||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | N/A | PC | MEDICAL RESEARCH AND CARE | $25,000 | |||||
| KAHN ACADEMY | ||||||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | N/A | PC | EDUCATION | $1,000 | |||||
| NEW AVENUES FOR YOUTH | ||||||||||||
| 1220 SW COLUMBIA ST | PORTLAND | OR | 97201 | N/A | PC | SOCIAL SERVICES | $5,000 | |||||
| PKU FOUNDATION | ||||||||||||
| 2014 ELECTRIC ROAD 212 | ROANOKE | VA | 24018 | N/A | PC | MEDICAL RESEARCH AND CARE | $5,000 | |||||
| PORTLAND RESCUE MISSION | ||||||||||||
| PO BOX 3713 | PORTLAN | OR | 97208 | N/A | PC | SOCIAL SERVICES | $1,000 | |||||
| THE SALVATION ARMY | ||||||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | N/A | PC | SOCIAL SERVICES | $2,000 | |||||
| SOAR4 FOUNDATION | ||||||||||||
| 3256 NW VAN BUREN AVE | CORVALLIS | OR | 97330 | N/A | PC | SOCIAL SERVICES | $20,000 | |||||
| ST VINCENT DE PAUL | ||||||||||||
| PO BOX 42157 | PORTLAND | OR | 97242 | N/A | PC | SOCIAL SERVICES | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $700,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,191 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,315 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,071,651 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,271,157 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,271,157 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC SHS CL A | $376,906 | $939,000 |
| APPLE INC | $160,572 | $1,087,440 |
| APPLIED MATERIAL INC | $89,500 | $1,284,950 |
| BERKSHIRE HATHAWAY | $672,728 | $3,795,008 |
| CHEVRON CORP | $298,681 | $609,640 |
| CISCO SYSTEMS INC COM | $69,743 | $154,060 |
| CITIGROUP INC COM NEW | $175,400 | $291,725 |
| DISNEY (WALT) CO COM STK | $64,651 | $227,540 |
| GE HEALTHCARE | $263,324 | $295,272 |
| HOME DEPOT INC | $45,566 | $767,687 |
| NWPX INFRASTRUCTURE INC | $115,137 | $624,900 |
| SLB LTD | $223,367 | $268,737 |
| TEXAS INSTRUMENTS | ||
| UNITED HEALTHCARE GROUP | $58,578 | $726,242 |
| GLOBAL X FUNDS SHS US | $128,109 | $191,160 |
| ISHARES BIOTECHNOLOGY | $88,846 | $592,383 |
| ISHARES US HEALTHCARE | $201,340 | $976,500 |
| SECTOR SPDR ENERGY | $192,791 | $268,260 |
| ELI LILLY & CO | $44,137 | $1,289,616 |
| GE AEROSPACE | $174,704 | $554,454 |
| GE VERNOVA LLC | $45,654 | $294,107 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MERRILL LYNCH FEES | $182 | $182 |
| OTHER FEES | $50 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2024 ODR BALANCE DUE | $889 | $889 |
| FOREIGN TAXES PAID | $263 | $263 |
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