GREENFISH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GREENFISH FOUNDATION (EIN 87-2873697)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-25
- IRS object ID
- 202630849349100903
- Schema version
- 2025v4.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-25T10:04:22-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5454 W 110TH STREET | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | 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 | 872873697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENFISH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 5413800067 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1130 | AddressLine1Txt |
| City | HOOD RIVER | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY FISHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5413800067 | PhoneNum |
| Signature | 2026-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILY HANOVER CPA | PreparerPersonNm |
| PTIN | P01919277 | PTIN |
| Phone | 9133382727 | PhoneNum |
| Preparation | 2026-03-24 | PreparationDt |
| 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 | $5,304,805 | 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 |
| Dividends Rev And Expnss | $122,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $201,110 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $872,316 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $201,110 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $323,882 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $322,302 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,142 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,142 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $865 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $865 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,996 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,338 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $308 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $308 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,611 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,345 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,608 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $234,512 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $234,512 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $278,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,345 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $293,957 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,127 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,593 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,593 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,245,094 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,054,836 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,107,210 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,972,766 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,265,489 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,161,675 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $327 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $327 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,267,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,356,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,304,805 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,267,987 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,356,245 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,267,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,356,245 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,267,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,356,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,267,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $44,069 | OtherIncreasesAmt |
| Subtotal | $4,357,815 | SubtotalAmt |
| Other Decreases | $1,570 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,356,245 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB ACCOUNT #0830 | PropertyDesc |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $872,316 | GrossSalesPriceAmt |
| Cost Or Other Basis | $671,206 | CostOrOtherBasisAmt |
| Gain Or Loss | $201,110 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $201,110 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $201,110 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,086 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,086 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,086 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,160 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $92 | EsPenaltyAmt |
| Tax Due | $3,018 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | J A FISHER | IndividualWithBooksNm |
| Phone | 5413800067 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1130 | AddressLine1Txt |
| City | HOOD RIVER | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY A FISHER | ||||||||
| 1022 NINA LANE | HOOD RIVER | OR | 97031 | DIR, PRES, SEC, TREAS | 1.00 | $0 | $0 | $0 |
| ALISSA J GREENWOOD | ||||||||
| 1022 NINA LANE | HOOD RIVER | OR | 97031 | DIR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,028,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,043,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,043,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,647 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,967,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $248,376 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $248,376 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,086 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,086 | TotalTaxAmt |
| Distributable Before Adj | $244,290 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $245,290 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $245,290 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,120 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $236,120 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,290 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $211,228 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $211,228 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $220,398 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY A FISHER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADOPT A DOG INC | ||||||
| 3910 HERON DR | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $2,500 |
| ARTS IN EDUCATION OF THE GORGE | ||||||
| 1009 EUGENE ST | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $5,000 |
| COLUMBIA ARTS | ||||||
| 215 CASCADE AVE | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $7,500 |
| COLUMBIA GORGE CASA | ||||||
| 1308 12TH ST | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $7,500 |
| COLUMBIA GORGE CAT RESCUE INC | ||||||
| PO BOX 486 | LYLE | WA | 98635 | PC | GENERAL PURPOSE | $1,000 |
| COLUMBIA GORGE CHILDRENS ADVOCACY CENTER | ||||||
| 206 WASCO LOOP | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $5,000 |
| COLUMBIA GORGE COMMUNITY COLLEGE FOUNDATION | ||||||
| 400 E SCENIC DR BULDING 1 | THE DALLES | OR | 97058 | PC | GENERAL PURPOSE | $5,000 |
| COLUMBIA LAND TRUST | ||||||
| 850 OFFICERS ROW | VANCOUVER | WA | 98661 | PC | GENERAL PURPOSE | $2,500 |
| COLUMBIA RIVERKEEPER | ||||||
| PO BOX 950 | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $5,000 |
| CRATES POINT | ||||||
| 5000 DISCOVERY DR | THE DALLES | OR | 97058 | PC | GORGE ECOLOGY OUTDOORS | $2,500 |
| CULTURESEED | ||||||
| PO BOX 1861 | WHITE SALMON | WA | 98672 | PC | GENERAL PURPOSE | $2,500 |
| FISH FOOD BANK | ||||||
| 1767 12TH ST 147 | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $7,334 |
| FRIENDS OF OAK GROVE PARK | ||||||
| 1767 12TH ST 334 | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $1,000 |
| FRIENDS OF THE COLUMBIA GORGE LAND TRUST | ||||||
| 123 NE 3RD AVE STE 108 | PORTLAND | OR | 97232 | PC | GENERAL PURPOSE | $5,000 |
| FRIENDS OF THE COLUMBIA GORGE | ||||||
| 123 NE 3RD AVE STE 108 | PORTLAND | OR | 97232 | PC | GENERAL PURPOSE | $2,500 |
| GORGE COMMUNITY FOUNDATION | ||||||
| 408 CASCADE AVE | HOOD RIVER | OR | 97031 | PC | GENERAL SUPPORT; JAMES MACMILLAN MUSIC AWARD FUND | $7,500 |
| GORGE ECUMENICAL MINISTRIES | ||||||
| 2149 CASCADE AVE STE 106A PMB 635 | HOOD RIVER | OR | 97031 | PC | BOOKS FOR KIDS COLUMBIA GORGE | $2,500 |
| GORGE GROWN FOOD NETWORK | ||||||
| 203 2ND ST | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $5,000 |
| HELPING HANDS AGAINST VIOLENCE INC | ||||||
| PO BOX 441 | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $7,500 |
| HOOD RIVER COUNTY CHRISTMAS PROJECT | ||||||
| PO BOX 872 | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $5,000 |
| HOOD RIVER COUNTY LIBRARY FOUNDATION INC | ||||||
| 502 STATE ST | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $5,000 |
| HOOD RIVER COUNTY SCHOOL DISTRICT FOUNDATION INC | ||||||
| 1011 EUGENE ST | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $15,045 |
| HOOD RIVER SENIOR CITIZENS INC | ||||||
| 2010 STERLING PLACE | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $5,000 |
| HOOD RIVER VALLEY PARKS & RECREATION FOUNDATION | ||||||
| PO BOX 336 | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $15,000 |
| IMMIGRATION COUNSELING SERVICE INC | ||||||
| 519 SW PARK AVE 610 | PORTLAND | OR | 97031 | PC | HOOD RIVER OFFICE OPERATIONS SUPPORT | $10,000 |
| MID-COLUMBIA CHILDRENS COUNCIL INC | ||||||
| 1100 E MARINA WAY STE 215 | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $5,000 |
| MID-COLUMBIA COMMUNITY ACTION COUNCIL INC | ||||||
| 2505 W 7TH ST | THE DALLES | OR | 97058 | PC | GENERAL PURPOSE | $7,500 |
| NEXT DOOR INC | ||||||
| 965 TUCKER RD | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $15,295 |
| ONE COMMUNITY HEALTH LA CLINICA DEL CARINO FAMILY HEALTH | ||||||
| 1040 WEBBET ST | THE DALLES | OR | 97058 | PC | GENERAL PURPOSE | $9,838 |
| OREGON FOOD BANK | ||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97211 | PC | COLUMBIA GORGE FOOD BANK | $10,000 |
| PORTLAND IMMIGRANT RIGHTS COALITION | ||||||
| PO BOX 13434 | PORTLAND | OR | 97213 | PC | GENERAL PURPOSE | $10,000 |
| PROVIDENCE HOOD RIVER MEMORIAL HOSPITAL FOUNDATION | ||||||
| 810 12TH ST | HOOD RIVER | OR | 97031 | PC | SUNSHINE CLUB | $10,000 |
| ROWENA WILDLIFE CLINIC | ||||||
| 6900 US-30 | MOSIER | OR | 97040 | PC | GENERAL PURPOSE | $2,500 |
| RURAL OPERATING PROJECT | ||||||
| PO BOX 664 | COTTAGE GROVE | OR | 97424 | PC | HOOD RIVER LATINO NETWORK | $5,000 |
| THRIVE HOOD RIVER | ||||||
| PO BOX 1544 | HOOD RIVER | OR | 97031 | PC | GENERAL PURPOSE | $2,500 |
| WASHINGTON GORGE ACTION PROGRAMS | ||||||
| 115 W STEUBEN ST | BINGEN | WA | 98605 | PC | GENERAL PURPOSE | $7,500 |
| WESTSIDE ELEMENTARY PTO | ||||||
| 3685 BELMONT DR | HOOD RIVER | OR | 97031 | PC | NEW PLAYGROUND FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $234,512 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,772 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $201,110 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $323,882 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $323,882 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,300 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB ACCOUNT #0830 - FIXED INCOME | BondNm |
| EOY Book Value | $1,054,836 | EOYBookValueAmt |
| EOYFMV | $1,107,210 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB ACCOUNT #0830 - EQUITIES | AT COST | $158,045 | $394,933 |
| CHARLES SCHWAB ACCOUNT #0830 - EXCHANGE TRADED FUNDS | AT COST | $2,607,444 | $3,266,742 |
| CHARLES SCHWAB ACCOUNT #0830 - ALTERNATIVE INVESTMENTS | AT COST | $500,000 | $500,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| EOY Book Value | $327 | EOYBookValueAmt |
| EOYFMV | $327 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS - NO TAX EFFECT | Desc |
| Amt | $1,570 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DELAWARE ANNUAL FILING | Desc |
| Revenue And Expenses Per Books | $308 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $308 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON GRANTS MADE IN-KIND | $43,069 |
| RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS | $1,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $25,142 | Amt |
| Net Investment Income | $25,142 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY A FISHER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1022 NINA LANE | AddressLine1Txt |
| City | HOOD RIVER | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97031 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $2,338 | $2,338 | $0 |
| FEDERAL TAX | $13,658 | $0 | $0 |
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