Marilyn Moyer Charitable Trust, Moyer Thomas P Co-Ttee 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
- Other organizations in Oregon
| Marilyn Moyer Charitable Trust, Moyer Thomas P Co-Ttee | |
| Employer Identification Number (EIN) | 936238025 |
| Name of Organization | Marilyn Moyer Charitable Trust |
| Secondary Name | Moyer Thomas P Co-Ttee |
| In Care of Name | Geffen Mesher |
| Address | 888 Sw 5th Ave Ste 800, Portland, OR 97204-2066 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 06/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 07/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,741,643 |
| Amount of Income | $24,831 |
| Form 990 Revenue Amount | $102,471 |
Non-representatives - add comments:
Revenue 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 | $24,831 | $24,831 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $170 | |||
| Dividends and interest from securities | $24,661 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $14,494 | $9,148 | $0 | $4,799 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $14,494 | $9,148 | $4,799 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $10,337 | |||
| Net investment income | $15,683 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,741,643 | $1,741,643 |
| Cash - non-interest-bearing | $188,991 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,551,889 | |
| Other | $763 | |
| Total liabilities | $8,616 | |
| Mortgages and other notes payable | $0 | |
| Other | $8,616 | |
| Total liabilities and net assets/fund balances | $1,733,027 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $314 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $314 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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? | No |
| 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? | No |
| 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 | $1,658,150 |
| Net value of noncharitable-use assets | $1,633,280 |
| Minimum investment return | $81,664 |
| Distributable Amount (for 2012) | |
| Distributable amount | $81,350 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $81,350 |
| 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 | $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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| Other organizations in Oregon | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Marathon Education Partners Inc | 610 Sw Alder St Ste 921, Portland, OR 97205-3610 | OR | 2003-05 | $239,910 |
| 2 | Marcola Web And Early College Academy | PO BOX 22312, Eugene, OR 97402-0417 | OR | 2010-03 | $2,166,982 |
| 3 | Maree Noble-Elizabeth Stumpf Memorial Foundation | 8375 Steel Bridge Rd, Sheridan, OR 97378-9653 | OR | 1991-02 | $7,848 |
| 4 | Margaret Thiele Petti Foundation | 7568 Sw 90th Pl, Portland, OR 97223-7094 | OR | 1995-08 | $599,848 |
| 5 | Margaret Watt Edwards Foundation, Edwards-Denney Bronwen Co-Ttee | 5000 Sw Hewett Blvd, Portland, OR 97221-2206 | OR | 2001-09 | $127,827 |
| 6 | Marguerite Foundation | PO BOX 280, Lake Oswego, OR 97034-0280 | OR | 2007-04 | $198,465 |
| 7 | Maria C Jackson Gen George A White Student Aid For Children Of War Ve, G | PO BOX 3168, Portland, OR 97208-3168 | OR | 1964-09 | $70,431 |
| 8 | Maria Dusciuc Ministries Inc | PO BOX 16231, Portland, OR 97292-0231 | OR | 2008-07 | $65,256 |
| 9 | Marie Lamfrom Charitable Foundation 091898 | 9685 Sw Ridder Rd Ste 100, Wilsonville, OR 97070-8896 | OR | 1999-02 | $12,666,974 |
| 10 | Marie Mills Center Inc | 1800 Front St, Tillamook, OR 97141-2230 | OR | 1973-05 | $2,121,680 |
| 11 | Marilyn Moyer Charitable Trust, Moyer Thomas P Co-Ttee | 888 Sw 5th Ave Ste 800, Portland, OR 97204-2066 | OR | 1992-06 | $24,831 |
| 12 | Marine Corps Family Foundation Inc | 4280 44th Ct Ne, Salem, OR 97305-2117 | OR | 2005-03 | $63,873 |
| 13 | Mario & Alma Pastega Family Foundation | 2595 Ne Belvue St, Corvallis, OR 97330-4202 | OR | 1998-02 | $5,694,668 |
| 14 | Marion And Polk Schools Credit Union | PO BOX 12398, Salem, OR 97309-0398 | OR | 1944-10 | $30,262,394 |
| 15 | Marion County Association Of Defenders Limited, Mcad | 683 Cottage St Ne, Salem, OR 97301-2419 | OR | 1995-04 | $3,041,111 |
| 16 | Marion County Bar Association | 345 Lincoln Street Se, Salem, OR 97302 | OR | 1975-09 | $0 |
| 17 | Marion County Farm Bureau | 1284 Court St Ne, Salem, OR 97301-4125 | OR | 1954-08 | $71,547 |
| 18 | Marion County Lamb Show | Po Box 835, Turner, OR 97392 | OR | 2014-09 | $0 |
| 19 | Marion County Law Enforcement Assoc, Marion County Sheriffs Assoc | 2802 River Rd S Apt F, Salem, OR 97302-9755 | OR | 1997-04 | $107,641 |
| 20 | Marion County Master Gardeners Association | 1320 Capital St Ne Suite 110, Salem, OR 97301 | OR | 1998-06 | $0 |
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