De & Jane Clark Foundation Ltd in Portland, Oregon (OR)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| De & Jane Clark Foundation Ltd | |
| Employer Identification Number (EIN) | 930935220 |
| Name of Organization | De & Jane Clark Foundation Ltd |
| Address | PO BOX 3168, Portland, OR 97208-3168 |
| Activities | Scholarships (other), Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $1,207,609 |
| Amount of Income | $275,634 |
| Form 990 Revenue Amount | $21,819 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2010: $275,634 (it was $21,819 in 2011)
| This organization: | $275,634 |
| Other organizations performing similar types of work: | $72,336 |
Assets in 2010: $1,207,609 (it was $1,151,311 in 2011)
| This organization: | $1,207,609 |
| Other organizations performing similar types of work: | $239,394 |
Expenses in 2011: $78,906
| This organization: | $78,906 |
| Other organizations performing similar types of work: | $40,888 |
Income to expenses ratio in 2011: 3.5
| This organization: | 3.5 |
| Other organizations performing similar types of work: | 1.4 |
Grants share in income in 2011: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 0.1% |
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $21,819 | $21,819 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $18,949 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,870 | |||
| Total expenses and disbursements | $78,906 | $18,992 | $0 | $59,914 |
| Compensation of officers, directors, trustees, etc. | $21,102 | |||
| Total operating and administrative expenses | $21,906 | $18,992 | $2,914 | |
| Contributions, gifts, grants paid | $57,000 | |||
| Excess of revenue over expenses and disbursements | $-57,087 | |||
| Net investment income | $2,827 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,151,311 | $1,133,643 |
| Cash - non-interest-bearing | $1,647 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $692,252 | |
| Investments-corporate bonds | $439,573 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $17,839 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,151,311 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $2,870 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $28 |
| Total credits and payments | $44 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $44 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $16 |
| Amount to be credited to 2012 estimated tax | $16 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,229,697 |
| Net value of noncharitable-use assets | $1,211,260 |
| Minimum investment return | $60,563 |
| Distributable Amount (for 2011) | |
| Distributable amount | $60,535 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $60,535 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $7,922 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Sylvester H Reed Memorial Trust | PO BOX 1111, Pflugerville, TX 78691-1111 | TX | 1998-01 | $1,242,927 |
| 2 | Merrill Family Foundation Inc | 17952 Sw Parrish Ln, Sherwood, OR 97140-8857 | OR | 1996-04 | $11,422,419 |
| 3 | Red And Gena Leonard Foundation | PO BOX 1024, Hermiston, OR 97838-3024 | OR | 1998-06 | $711,111 |
| 4 | Watt Brothers Scholars Trust | PO BOX 999, Tillamook, OR 97141-0999 | OR | 1998-08 | $371,447 |
| 5 | Walter E & Helen W Bruckert Scholarship Fund | PO BOX 3168, Portland, OR 97208-3168 | OR | 1991-09 | $225,778 |
| 6 | West Linn-Wilsonville Education Foundation | 22210 Sw Stafford Rd, Tualatin, OR 97062-7738 | OR | 1994-07 | $115,660 |
| 7 | Silvey Family Foundation | PO BOX 205, Tualatin, OR 97062-0205 | OR | 1996-09 | $88,343 |
| 8 | Suhr Family Memorial Scholarship Fund | PO BOX 3168, Portland, OR 97208-3168 | OR | 1998-09 | $32,047 |
| 9 | Tillamook High School Alumni Scholarship Fund Inc | PO BOX 195, Tillamook, OR 97141-0195 | OR | 1998-04 | $25,593 |
| 10 | Ruth Mishler Memorial Trust | PO BOX 37, Sheridan, OR 97378-0037 | OR | 1996-01 | $18,916 |
| 11 | Sonshine School Foundation | 317 Court St Ne Ste 203, Salem, OR 97301-3564 | OR | 1996-05 | $9,670 |
| 12 | Southeast Asia Scholarship Fund | 8780 Sw Pacer Dr, Beaverton, OR 97008-6915 | OR | 1995-08 | $1,600 |
| 13 | Mexican-American Citizens League | Po Box 653, Ontario, OR 97914 | OR | 1993-09 | $53 |
| 14 | Earle C May Kruse Way Rotary Foundation Inc, Kruse Way Rotary Foundation Inc | Po Box 1401, Lake Oswego, OR 97035 | OR | 1996-11 | $0 |
| 15 | Knappa High School Scholarship Inc | Rt 6 Box 226, Astoria, OR 97103-9806 | OR | 1995-02 | $0 |
| 16 | Legacy From The Heart | PO BOX 932, Albany, OR 97321-0347 | OR | 1996-04 | $0 |
| 17 | Pendleton High School Faculty Scholarship Fund | 1800 Nw Carden Ave, Pendleton, OR 97801-1185 | OR | 1985-05 | $0 |
| 18 | Steady Course | 10175 Sw Barbur Blvd Ste 30bl, Portland, OR 97219-5908 | OR | 1996-09 | $0 |
| 19 | Warrenton High School Scholarships Inc | Po Box 316, Hammond, OR 97121 | OR | 1995-01 | $0 |
| 20 | Women For Cascade-Columbia | 10550 Se Market St, Portland, OR 97216-2952 | OR | 1996-07 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,412 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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