Harold & Arlene Schnitzer Care Foundation 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in Oregon
| Harold & Arlene Schnitzer Care Foundation | |
| Employer Identification Number (EIN) | 931159884 |
| Name of Organization | Harold & Arlene Schnitzer Care Foundation |
| In Care of Name | Theodore P Malaska Vice Pres |
| Address | 1121 Sw Salmon Street, Portland, OR 97205-2000 |
| Activities | Other inner city or community benefit activities |
| Subsection | Charitable Organization |
| Ruling Date | 02/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $44,618,599 |
| Amount of Income | $6,650,329 |
| Form 990 Revenue Amount | $4,071,309 |
| National Taxonomy of Exempt Entities (NTEE) | Unknown: Unknown |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $1,766,712 | $1,608,652 | $0 | |
| Contributions, gifts, grants, etc., received | $1,340 | |||
| Interest on savings and temporary cash investments | $10,209 | |||
| Dividends and interest from securities | $501,921 | |||
| Gross rents | $412,702 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $534,715 | |||
| Other | $305,825 | |||
| Total expenses and disbursements | $8,165,446 | $227,905 | $0 | $5,069,155 |
| Compensation of officers, directors, trustees, etc. | $71,906 | |||
| Total operating and administrative expenses | $592,223 | $227,905 | $330,599 | |
| Contributions, gifts, grants paid | $7,573,223 | |||
| Excess of revenue over expenses and disbursements | $-6,398,734 | |||
| Net investment income | $1,380,747 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $42,404,316 | $42,404,316 |
| Cash - non-interest-bearing | $273,195 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $19,202,087 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $18,506,840 | |
| Other | $4,422,194 | |
| Total liabilities | $6,366,699 | |
| Mortgages and other notes payable | $0 | |
| Other | $6,366,699 | |
| Total liabilities and net assets/fund balances | $36,037,617 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $305,825 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $13,807 |
| Total credits and payments | $46,859 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $46,859 |
| 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 | $0 |
| Overpayment | $33,052 |
| Amount to be credited to 2013 estimated tax | $33,052 |
| Statements Regarding Activities (for 2012) | |
| 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 2012 or the taxable year beginning in 2012? | Yes |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | 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 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $42,618,777 |
| Net value of noncharitable-use assets | $41,979,500 |
| Minimum investment return | $2,098,975 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $2,098,975 | $0 | $0 | $0 | $2,098,975 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| 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 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $23,039,911 | $1,977,893 | $326,098 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $0 | $0 | $0 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $23,039,911 | $1,977,893 | $326,098 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $8,623 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $8,623 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $158,353 |
| Unrelated business taxable income before net operating loss deduction | $317,475 |
| Net operating loss deduction | $475,828 |
| Unrelated business taxable income before specific deduction | $158,353 |
| Specific deduction | $1,000 |
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| Other organizations in Oregon | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Eugene Symphony Association Inc | 115 W 8th Ave Ste 115, Eugene, OR 97401-2973 | OR | 1966-10 | $2,292,331 |
| 2 | Favell Museum Inc | 125 W Main St, Klamath Falls, OR 97601-4287 | OR | 2004-03 | $159,788 |
| 3 | Ford Family Foundation | 1600 Nw Stewart Pkwy, Roseburg, OR 97471-1957 | OR | 1996-09 | $444,400,205 |
| 4 | Forests Forever Inc | PO BOX 1320, Oregon City, OR 97045-0320 | OR | 1990-12 | $117,949 |
| 5 | Friendly House Inc | 2617 Nw Savier St, Portland, OR 97210-2413 | OR | 1965-08 | $1,750,501 |
| 6 | Friendsview Manor | 1301 E Fulton St, Newberg, OR 97132-1850 | OR | 1960-05 | $10,511,096 |
| 7 | Garten Services Inc | PO BOX 13970, Salem, OR 97309-1970 | OR | 1970-12 | $11,471,893 |
| 8 | Gold Beach Senior Center Inc | PO BOX 1277, Gold Beach, OR 97444-1277 | OR | 1986-02 | $113,875 |
| 9 | Gordon Elwood Foundation | 670 Superior Ct Ste 108, Medford, OR 97504-6179 | OR | 1999-07 | $1,247,293 |
| 10 | Greenhill Humane Society | 88530 Green Hill Rd, Eugene, OR 97402-9111 | OR | 1957-05 | $1,969,950 |
| 11 | Harold & Arlene Schnitzer Care Foundation | 1121 Sw Salmon Street, Portland, OR 97205-2000 | OR | 1995-02 | $6,650,329 |
| 12 | Hearts Of Love | PO BOX 22800, Portland, OR 97269-2800 | OR | 1993-08 | $72,742 |
| 13 | Hedinger Family Foundation | 1750 Nw Front Ave Ste 106, Portland, OR 97209-2532 | OR | 1999-03 | $2,326,744 |
| 14 | Integrated Research Services Inc | 66 Club Rd Ste 370, Eugene, OR 97401-2464 | OR | 1986-06 | $1,443,133 |
| 15 | International Society For Technology In Education | 180 W 8th Ave Ste 300, Eugene, OR 97401-2916 | OR | 1986-03 | $2,790,841 |
| 16 | International Society Of Arboriculture, Pacific Northwest Chapter | PO BOX 811, Silverton, OR 97381-0811 | OR | 1996-09 | $305,791 |
| 17 | James & Lila Miller Charitable Tr | 1805 Nw Glisan St, Portland, OR 97209-2010 | OR | $2,499,171 | |
| 18 | Jazz Society Of Oregon | Po Box 19882, Portland, OR 97280 | OR | 1979-12 | $0 |
| 19 | Jeld-Wen Foundation | 3250 Lakeport Blvd, Klamath Falls, OR 97601-1036 | OR | 1969-11 | $632,108 |
| 20 | Junior League Of Eugene | PO BOX 1029, Eugene, OR 97440-1029 | OR | 1964-11 | $65,446 |
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