W E Stevenson 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
- Other organizations in Oregon
| W E Stevenson Foundation | |
| Employer Identification Number (EIN) | 931098127 |
| Name of Organization | W E Stevenson Foundation |
| In Care of Name | John H Rosenfeld |
| Address | 1905 Se 10th Ave, Portland, OR 97214-4659 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 09/2012 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $22,277 |
| Amount of Income | $7,987 |
| Form 990 Revenue Amount | $7,196 |
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 | $7,987 | $787 | $0 | |
| Contributions, gifts, grants, etc., received | $7,200 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $787 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $7,633 | $0 | $0 | $6,050 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,583 | $0 | $0 | |
| Contributions, gifts, grants paid | $6,050 | |||
| Excess of revenue over expenses and disbursements | $354 | |||
| Net investment income | $787 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $22,277 | $29,780 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $19,062 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,062 | |
| Other | $1,153 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $22,277 | |
| 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 | $16 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $16 |
| 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 | $28,723 |
| Net value of noncharitable-use assets | $28,300 |
| Minimum investment return | $1,415 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,399 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,399 |
| 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 | Volunteer Connect | 119 Nw Drake Rd, Bend, OR 97701-2311 | OR | 2004-10 | $126,424 |
| 2 | Volunteer Optometric Services To Humanity Oregon, Vosh-Oregon | 1987 Sw 16th Ave, Portland, OR 97201-6016 | OR | 1995-05 | $1,900 |
| 3 | Volunteers In Medicine Clinic | 2260 Marcola Rd, Springfield, OR 97477-2594 | OR | 1999-12 | $2,490,032 |
| 4 | Volunteers In Medicine Clinic Of The Cascades | 2300 Ne Neff Rd, Bend, OR 97701-6577 | OR | 2001-11 | $1,805,539 |
| 5 | Volunteers Of America Inc, Volunteers Of America Of Oregon Inc | 3910 Se Stark St, Portland, OR 97214-3241 | OR | 1965-05 | $17,932,256 |
| 6 | Von Der Ahe School Trust 1317700 | PO BOX 3168, Portland, OR 97208-3168 | OR | 1972-02 | $25,640 |
| 7 | Vose Elementary School Parent Teacher Organization | 11350 Sw Denney Rd, Beaverton, OR 97008 | OR | 2010-11 | $13,591 |
| 8 | W C & Pearl Campbell Scholarship Fund For Linfield College Students, C | PO BOX 3168, Portland, OR 97208-3168 | OR | 1965-01 | $17,786 |
| 9 | W C & Pearl Campbell Scolarship Fund For Other Than Linfield Colle | PO BOX 3168, Portland, OR 97208-3168 | OR | 1965-01 | $8,015 |
| 10 | W C Campbell Charitable Trust | PO BOX 3168, Portland, OR 97208-3168 | OR | 1973-09 | $31,138 |
| 11 | W E Stevenson Foundation | 1905 Se 10th Ave, Portland, OR 97214-4659 | OR | 1993-01 | $7,987 |
| 12 | W S O 100 Club Inc | 16078 Nw Saint Andrews Drive, Portland, OR 97229 | OR | 1992-11 | $8,933 |
| 13 | Waldorf Education Association Of | 1350 Mclean Blvd, Eugene, OR 97405-1998 | OR | 1980-06 | $1,374,647 |
| 14 | Waldorf School Of Bend, Sagewood School | 19888 Rocking Horse Rd, Bend, OR 97702 | OR | 1998-07 | $302,914 |
| 15 | Waldorf Teacher Training Eugene | 3976 Oak St, Eugene, OR 97405-3953 | OR | 1996-03 | $101,387 |
| 16 | Waldport Chapter 1124 Women Of The Moose | 250 Ne John St, Waldport, OR 97394 | OR | 1972-09 | $0 |
| 17 | Waldport Lodge No 396, 396 Waldport Lodge | PO BOX 289, Waldport, OR 97394-0289 | OR | 1972-09 | $770,725 |
| 18 | Walk In The Park Foundation | PO BOX 99, Carlton, OR 97111-0099 | OR | 2009-03 | $157,374 |
| 19 | The Walker Family Foundation | 16750 Se Kens Court, Milwaukie, OR 97267-4759 | OR | 1998-07 | $1,439,398 |
| 20 | Walker L Bean Foundation | 1905 Se 10th Ave, Portland, OR 97214-4659 | OR | 1999-01 | $42,242 |
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