R & M CLARK FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- R & M CLARK FAMILY FOUNDATION (EIN 86-0778653)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349102951
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T11:42:45-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7098 E COCHISE RD STE 100 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | 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 | 860778653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R & M CLARK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CAROLE LEE RANDALL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | R&MC | BusinessNameControlTxt |
| Phone | 4804831170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5565 W 70TH STREET | AddressLine1Txt |
| City | EDINA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55439 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLE LEE RANDALL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4804831170 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HALEY M BRAUN | PreparerPersonNm |
| PTIN | P02161212 | PTIN |
| Phone | 4804831170 | PhoneNum |
| Preparation | 2026-05-13 | 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 | $6,699,264 | 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 | $362,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $362,262 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $486,318 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $831,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $486,318 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,213 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,213 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $853,793 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $853,793 | 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 |
| Legal Fees Rev And Expnss | $340 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $340 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,671 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,671 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,365 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,588 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,349 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $347,876 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,349 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $302,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $505,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $828,444 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,620 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,924 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,924 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,011,540 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,444,155 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,704,646 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $894,706 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $973,801 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $961,573 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $218 | OtherAssetsBOYAmt |
| Other Assets EOY | $121 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $121 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,945,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,451,001 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,699,264 | 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 | $5,945,084 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,451,001 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,945,084 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,451,001 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,945,084 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,451,001 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,945,084 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $505,917 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,451,001 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,451,001 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $395,024 | $345,655 | $49,369 | $49,369 | |
| CAPITAL GAINS DIVIDENDS | $436,949 | $436,949 | $436,949 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $486,318 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,515 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,515 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,515 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | 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 | $15,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,485 | OverpaymentAmt |
| Applied To ES Tax | $3,485 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
| Individual With Books | BAKER TILLY ADVISORY GROUP LP | IndividualWithBooksNm |
| Phone | 4804831170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7098 E COCHISE ROAD SUITE 100 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLE LEE RANDALL | ||||||||
| 5565 W 70TH STREET | EDINA | MN | 55439 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| THOMAS E CLARK | ||||||||
| 404 W BROADWAY | GRANVILLE | OH | 43023 | VICE PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES W CLARK | ||||||||
| 30 E 33RD AVE 5397 | EUGENE | OR | 97405 | SECRETARY/TREASURER/DIRECT | 0.00 | $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 | $6,382,300 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,414,682 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,414,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,318,462 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $315,923 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $315,923 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,515 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,515 | TotalTaxAmt |
| Distributable Before Adj | $304,408 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $304,408 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $304,408 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $302,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $302,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $304,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $14,835 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,128 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,963 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $302,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $302,750 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,658 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,658 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,305 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,305 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $13,177 | ExcessFromYear2Amt |
| Excess From Year1 | $21,128 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAQUA ANIMAL REFUGE | |||||||
| 155 DUGAS WAY | FEREPORT | FL | 32439 | NONE | PC | GENERAL FUND | $1,500 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 12701 WHITEWATER DRIVE STE 290 | MINNETONKA | MN | 55343 | NONE | PC | GENERAL FUND | $20,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 5285 MEADOWS RD STE 451 | LAKE OSWEGO | OR | 97035 | NONE | PC | GENERAL FUND | $5,000 |
| AMERICA RED CROSS SW OREGON CHAPTER) | |||||||
| 3131 N VANCOUVER AVE | PORTLAND | OR | 97227 | NONE | PC | GENERAL FUND | $6,500 |
| ANGEL HAIR FOUNDATION | |||||||
| PO BOX 2727 | EUGENE | OR | 97402 | NONE | PC | GENERAL FUND | $2,500 |
| BAGS OF LOVE | |||||||
| 1052 GREEN ACRES RD | EUGENE | OR | 97408 | NONE | PC | GENERAL FUND | $2,000 |
| BAUCOM ELEMENTARY PTA | |||||||
| 400 HUNTER ST | APEX | NC | 27502 | NONE | PC | GENERAL FUND | $25,000 |
| BEACON INTERFAITH | |||||||
| 2610 UNIVERSITY AVENUE W SUITE 100 | ST PAUL | MN | 55114 | NONE | PC | GENERAL FUND | $4,000 |
| BEYOND LIMITS | |||||||
| 3134 EAST MADISON LAKE BOULEVARD | PLYMOUTH | MN | 55441 | NONE | PC | GENERAL FUND | $2,000 |
| BIG BROTHERSBIG SISTERS | |||||||
| 62 WEST LOCUST STREET | NEWARK | OH | 43055 | NONE | PC | GENERAL FUND | $20,000 |
| BOYS & GIRLS CLUB OF GREATER SANTIAM | |||||||
| 305 SOUTH 5TH ST | LEBANON | OR | 97355 | NONE | PC | GENERAL FUND | $2,000 |
| BOYS & GIRLS CLUBS OF EMERALD VALLEY | |||||||
| 1545 W 22ND AVE | EUGENE | OR | 97405 | NONE | PC | GENERAL FUND | $5,000 |
| BRIDGEWAY HOUSE | |||||||
| 555 E 15TH AVE | EUGENE | OR | 97401 | NONE | PC | GENERAL FUND | $3,500 |
| BRIDGING | |||||||
| 201 W 87TH ST | BLOOMINGTON | MN | 55420 | NONE | PC | GENERAL FUND | $6,000 |
| COURAGEOUS KIDS | |||||||
| 123 INTERNATIONAL WAY | SPRINGFIELD | OR | 97477 | NONE | PC | GENERAL FUND | $7,500 |
| DEPAUW UNIVERSITY | |||||||
| 300 E SEMINARY STREET | GREENCASTLE | IN | 46135 | NONE | PC | GENERAL FUND | $10,000 |
| DRURY UNIVERSITY | |||||||
| 900 NORTH BENTON AVENUE | SPRINGFIELD | MO | 65802 | NONE | PC | GENERAL FUND | $7,500 |
| EASTERN LOCAL SCHOOL DISTRICT | |||||||
| 50008 STATE ROUTE 681 | REEDSVILLE | OH | 45772 | NONE | PC | GENERAL FUND | $10,000 |
| EUGENE MISSION | |||||||
| 1542 W 1ST AVENUE | EUGENE | OR | 97402 | NONE | PC | GENERAL FUND | $5,000 |
| FIRST PLACE FAMILY CENTER | |||||||
| PO BOX 24608 | EUGENE | OR | 97408 | NONE | PC | GENERAL FUND | $3,000 |
| FOOD FOR LANE COUNTY | |||||||
| 770 BAILEY HILL ROAD | EUGENE | OR | 97402 | NONE | PC | GENERAL FUND | $5,000 |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 40726 | NASHVILLE | TN | 37204 | NONE | PC | GENERAL FUND | $5,000 |
| GIVING VOICE | |||||||
| 7400 METRO BLVD 255 | EDINA | MN | 55439 | NONE | PC | GENERAL FUND | $5,000 |
| GOOD EATS FOR LIFE | |||||||
| 170 E 92ND STREET 3B | NEW YORK | NY | 10128 | NONE | PC | GENERAL FUND | $6,500 |
| GUILD INCORPORATED | |||||||
| 122 WABASHA ST S STE 400 | ST PAUL | MN | 55107 | NONE | PC | GENERAL FUND | $5,000 |
| HOPE & SAFETY ALLIANCE | |||||||
| 1577 PEARL ST 200 | EUGENE | OR | 97401 | NONE | PC | GENERAL FUND | $3,000 |
| HOPE ACADEMY | |||||||
| 2300 CHICAGO AVE S | MINNEAPOLIS | MN | 55404 | NONE | PC | GENERAL FUND | $2,000 |
| JASPER MOUNTAIN | |||||||
| 37875 JASPER-LOWELL ROAD | JASPER | OR | 97438 | NONE | PC | GENERAL FUND | $4,000 |
| KIDS FIRST CENTER | |||||||
| 299 E 18TH AVE | EUGENE | OR | 97401 | NONE | PC | GENERAL FUND | $5,000 |
| LANE COUNTY SENIOR & DISABILITY SVCS | |||||||
| 1015 WILLAMETTE ST | EUGENE | OR | 97477 | NONE | PC | GENERAL FUND | $2,000 |
| LARRY'S KIDS FOUNDATION | |||||||
| 8835 HWY 22E | OWENTON | KY | 40359 | NONE | PC | GENERAL FUND | $7,000 |
| LICKING COUNTY HUMANE SOCIETY | |||||||
| 825 THORNWOOD DR SW | HEATH | OH | 43056 | NONE | PC | GENERAL FUND | $5,000 |
| LIGHTHOUSE SPECIAL EDUCATION ACADEMY | |||||||
| 66 THOMAS GRACE ANNEX LANE | SHARPSBURG | GA | 30277 | NONE | PC | GENERAL FUND | $1,500 |
| LIVING WELL DISABILITY SERVICES | |||||||
| 1168 NORTHLAND DR | MENDOTA HEIGHTS | MN | 55120 | NONE | PC | GENERAL FUND | $10,000 |
| LOOKING GLASS COMMUNITY SERVICES | |||||||
| 1790 W 11TH AVE SUITE 200 | EUGENE | OR | 97402 | NONE | PC | GENERAL FUND | $1,500 |
| MAINE PAWS FOR VETERANS | |||||||
| PO BOX 516 | TOPSHAM | ME | 04086 | NONE | PC | GENERAL FUND | $5,000 |
| MCKENZIE RIVER TRUST | |||||||
| PO BOX 1451 | EUGENE | OR | 97440 | NONE | PC | GENERAL FUND | $2,000 |
| MEETINGHOUSE CHURCH | |||||||
| 6200 COLONIAL WAY | EDINA | OR | 55436 | NONE | PC | GENERAL FUND | $8,000 |
| MESH | |||||||
| 740 E 17TH STREET | MINNEAPOLIS | MN | 55404 | NONE | PC | GENERAL FUND | $3,000 |
| MINNEAPOLIS YOUNG LIFE | |||||||
| PO BOX 390546 | MINNEAPOLIS | MN | 55439 | NONE | PC | GENERAL FUND | $8,000 |
| NAACP EMPOWERMENT PROGRAM | |||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | NONE | PC | GENERAL FUND | $1,500 |
| NICU - RIVERBEND PEACEHEALTH | |||||||
| 123 INTERNATIONAL WAY | SPRINGFIELD | OR | 97477 | NONE | PC | GENERAL FUND | $1,500 |
| OPHELIA'S PLACE | |||||||
| 1577 PEARL ST 100 | EUGENE | OR | 97401 | NONE | PC | GENERAL FUND | $2,000 |
| PARENTING NOW | |||||||
| 86 CENTENNIAL LOOP | EUGENE | OR | 97401 | NONE | PC | GENERAL FUND | $5,000 |
| PORT WASHINGTON MEDICAL CLINIC | |||||||
| 1290 NORTH CO HIGHWAY 395 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | GENERAL FUND | $10,000 |
| RELIEF NURSERY | |||||||
| 1720 W 25TH AVE | EUGENE | OR | 97405 | NONE | PC | GENERAL FUND | $5,000 |
| ROCKY MOUNTAIN PBS | |||||||
| 2101 ARAPAHOE STREET | DENVER | CO | 80205 | NONE | PC | GENERAL FUND | $2,000 |
| SALVATION ARMY-CASCADE DIVISION | |||||||
| 8495 SE MONTEREY AVE | HAPPY VALLEY | OR | 97086 | NONE | PC | GENERAL FUND | $5,000 |
| SCHOOL GARDEN PROJECT OF LANE COUNTY | |||||||
| PO BOX 30072 | EUGENE | OR | 97403 | NONE | PC | GENERAL FUND | $5,000 |
| SHELTERCARE | |||||||
| 499 W 4TH AVENUE | EUGENE | OR | 97401 | NONE | PC | GENERAL FUND | $3,500 |
| SOUTHDALE YMCA | |||||||
| 7355 YORK AVE SOUTH | EDINA | MN | 55435 | NONE | PC | GENERAL FUND | $8,000 |
| ST VINCENT DE PAUL - EGAN WARMING CENTER | |||||||
| PO BOX 24608 | EUGENE | OR | 97402 | NONE | PC | GENERAL FUND | $1,000 |
| WHITTIER WILDFLOWERS PRESCHOOL | |||||||
| 2608 BLAISDELL AVE S | MINNEAPOLIS | MN | 55408 | NONE | PC | GENERAL FUND | $2,000 |
| WORLD VISION | |||||||
| 4325 UPTON AVE S | MINNEAPOLIS | MN | 55410 | NONE | PC | GENERAL FUND | $3,000 |
| YOUTH FRONTIERS | |||||||
| 5215 EDINA INDUSTRIAL BLVD 400 | MINNEAPOLIS | MN | 55439 | NONE | PC | GENERAL FUND | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | 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 | $362,262 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,213 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $436,949 | ExclusionAmt |
| Related Or Exempt Function Incm | $49,369 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $804,424 | ExclusionAmt |
| Related Or Exempt Function Incm | $49,369 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $853,793 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | ALL LINES - SUPPORT EXEMPT PURPOSE | RelationshipStatementTxt |
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 | BAKER TILLY US, LLP | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SECURITIES HELD AT US BANK | BondNm |
| EOY Book Value | $973,801 | EOYBookValueAmt |
| EOYFMV | $961,573 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES HELD AT US BANK | StockNm |
| EOY Book Value | $5,444,155 | EOYBookValueAmt |
| EOYFMV | $5,704,646 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $340 | LegalFeesAmt |
| Net Investment Income | $340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS AND SALES RECEIVABLE | Desc |
| BOY Book Value | $218 | BOYBookValueAmt |
| EOY Book Value | $121 | EOYBookValueAmt |
| EOYFMV | $121 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $5,213 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,213 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US BANK MANAGEMENT FEES | $18,593 | $18,593 | $0 |
| OTHER FEES | $78 | $78 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,588 | $3,588 | $0 |
| FEDERAL EXCISE TAXES | $19,777 | $0 | $0 |
Comments