Civic Intelligence

J & W Charitable Tr

990PF • Fiscal year 2024 • EIN 46-0511105

Sep 01, 2023 to Aug 31, 2024 • Filed on Jan 25, 2025

Organization Profile
PO Box 550Dundee, OR 97115

(503) 537-9147

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

34th percentile

-7.2%

Faster asset growth than 34% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$53,040

Down $4,129 (-7.2%) from 2023

Net Assets

Down

$53,040

Down $4,129 (-7.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Down

$4,129

Down $247 (-5.6%) from 2023

Net Income

Up

-$4,129

Up $247 (+5.6%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $99,136Liabilities 2011: $0Net Assets 2011: $99,1362011Assets 2012: $100,033Liabilities 2012: $0Net Assets 2012: $100,0332012Assets 2013: $97,244Liabilities 2013: $0Net Assets 2013: $97,2442013Assets 2014: $92,046Liabilities 2014: $1,714Net Assets 2014: $90,3322014Assets 2015: $90,312Liabilities 2015: $2,800Net Assets 2015: $87,5122015Assets 2016: $86,971Liabilities 2016: $3,563Net Assets 2016: $83,4082016Assets 2017: $83,292Liabilities 2017: $4,124Net Assets 2017: $79,1682017Assets 2018: $79,635Liabilities 2018: $0Net Assets 2018: $79,6352018Assets 2019: $75,327Liabilities 2019: $1Net Assets 2019: $75,3262019Assets 2020: $70,849Liabilities 2020: $0Net Assets 2020: $70,8492020Assets 2021: $65,922Liabilities 2021: $0Net Assets 2021: $65,9222021Assets 2022: $61,545Liabilities 2022: $0Net Assets 2022: $61,5452022Assets 2023: $57,169Liabilities 2023: $0Net Assets 2023: $57,1692023Assets 2024: $53,040Liabilities 2024: $0Net Assets 2024: $53,0402024

Highlighted filing

2024

Assets$53,040
Liabilities$0
Net Assets$53,040
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10K$5.0K$0-$5.0K-$10KExpenses 2011: $4,2732011Expenses 2012: $3,5982012Expenses 2013: $4,8582013Revenue 2014: $0Expenses 2014: $6,912Net Income 2014: -$6,9122014Revenue 2015: $0Expenses 2015: $2,820Net Income 2015: -$2,8202015Revenue 2016: $0Expenses 2016: $4,104Net Income 2016: -$4,1042016Revenue 2017: $0Expenses 2017: $4,240Net Income 2017: -$4,2402017Revenue 2018: $4,535Expenses 2018: $4,068Net Income 2018: $4672018Revenue 2019: $0Expenses 2019: $4,309Net Income 2019: -$4,3092019Revenue 2020: $0Expenses 2020: $4,478Net Income 2020: -$4,4782020Revenue 2021: $0Expenses 2021: $4,927Net Income 2021: -$4,9272021Revenue 2022: $0Expenses 2022: $4,377Net Income 2022: -$4,3772022Revenue 2023: $0Expenses 2023: $4,376Net Income 2023: -$4,3762023Revenue 2024: $0Expenses 2024: $4,129Net Income 2024: -$4,1292024

Highlighted filing

2024

Revenue$0
Expenses$4,129
Net Income-$4,129
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jan 25, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E Wayne HansonTrustee-$0--
Mary Janet Crawley HansonTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Public Education-Portland, OR, US$500
Paid Grant-Domestic Violence Victim Assistance-Portland, OR, US$300
Paid Grant-Food Assistance-Portland, OR, US$300
Paid Grant-Food Assistance-City of Industry, CA, US$300
Paid Grant-Research-Washington, DC, US$300
Paid Grant-Food Assistance-Portland, OR, US$300
Paid Grant-Meal Assistance-Salem, OR, US$300
Paid Grant-Meal Assistance-Portland, OR, US$300
Paid Grant-Building Fund, workshop, exhibitions, and classes-Portland, OR, US$200
Paid Grant-Youth Support and Healthcare services-Boys Town, NE, US$200
Paid Grant-Meal Assistance-McMinnville, OR, US$100
Paid Grant-Medical Assistance for Children-Portland, OR, US$100
Paid Grant-Medical Assistance-Memphis, TN, US$100
Paid Grant-Children Hospital-Topeka, KS, US$100
Paid Grant-Housing for Families w/ Illness-Washington, DC, US$100
Paid Grant-Housing Assistance-Americus, GA, US$3
Filing and Contact Details

Filer

Filer Name
J & W Charitable Trust
EIN
46-0511105
Phone
5035379147
Address
PO Box 550, Dundee, OR 97115

Signing Officer

Name
E Wayne Hanson
Title
Trustee
Signed
2025-01-25
Discuss with paid preparer
Yes

Preparer

Firm
KJ Steph CPA LLC
Address
11404 SW Gabriel St, Tigard, OR 97224
Preparer
Kendra Steph
Phone
9714708532
Raw XML Appendix301 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0600
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03503
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03503
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4129
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04129
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04129
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0626
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0626
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4129
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt053040
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt057169
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt053040
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02689
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02689
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02689
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/FMVAssetsEOYAmt053040
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt057169
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt053040
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt053040
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt057169
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt053040
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt057169
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt053040
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt053040
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt057169
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt053040
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt057169
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt053040
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt054597
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt054597
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0819
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02689
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt053778
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt054597
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0E Wayne Hanson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mary Janet Crawley Hanson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Dundee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Dundee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197115
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04129
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04129
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 550
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Dundee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097115
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0EWayne Hanson
IRS990PF/StatementsRegardingActyGrp/PhoneNum05035379147
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Housing Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Domestic Violence Victim Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Food Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Meal Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Food Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Public Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Food Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Meal Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Medical Assistance for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Building Fund, workshop, exhibitions, and classes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Medical Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Youth Support and Healthcare services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Children Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14Meal Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Housing for Families w/ Illness
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Habitat for Humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Raphael House of Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Portland Rescue Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3The Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Salvation Army - Yamhill County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Alzheimer's Association Oregon Chap
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Oregon Public Broadcasting
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Oregon Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Union Gospel Mission of Salem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Providence Child Center Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Oregon Society of Artists
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11St Jude Children's Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Boys Town
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13Shriners Hospitals for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14Union Gospel Mission PDX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15RMHC Oregon and SW WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0121 Habitat St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14110 SE Hawthorne 503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 3713
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31340 NE Logan St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 60118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 96011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt67140 SW Macadam Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt77900 NE 33rd Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8777 Commercial Street NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9830 NE 47th Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt102185 SW Park Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11262 Danny Thomas Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12200 Flanagan Blvd PO Box 6000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO Box 8923
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt143 NW 3rd Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15PO Box 96066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Americus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3McMinnville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4City of Industry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Salem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Boys Town
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Topeka
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15Washington
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1268010
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01281
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01634
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0532
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0532
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06750
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01479
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01281
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01634
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0916
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04129
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01440
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07282
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05842
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DOJ Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt026
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0E Wayne Hanson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J & W Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0J&WC
ReturnHeader/Filer/EIN0460511105
ReturnHeader/Filer/PhoneNum05035379147
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 550
ReturnHeader/Filer/USAddress/CityNm0Dundee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097115
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832200879
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KJ Steph CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011404 SW Gabriel St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tigard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097224
ReturnHeader/PreparerPersonGrp/PhoneNum09714708532
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kendra Steph
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-01-25T12:44:19-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,040
Liabilities
$0
Net assets
$53,040
Revenue
$0
Expenses
$4,129
Net income
-$4,129
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.00$0.04$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.00$0.04$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.00$0.04$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.00$0.05$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.00$0.04$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.00$0.04$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.05$0.04$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.04$0.79$0.00$0.04$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.04$0.83$0.00$0.04$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.03$0.88$0.00$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.00$0.07$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.04