Civic Intelligence

Mason Trust 1017200

990PF • Fiscal year 2014 • EIN 51-0171871

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 18, 2014

Organization Profile
P O Box 3168Milwaukee, WI 97208

(503) 464-3580

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

5th percentile

-116%

Higher net margin than 5% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

62nd percentile

$17,671

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 62.1% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

27th percentile

-3.5%

Faster asset growth than 27% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

12th percentile

-30%

Faster revenue growth than 12% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$901,298

Down $32,525 (-3.5%) from 2013

Net Assets

Down

$901,298

Down $32,525 (-3.5%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin5th percentile

Revenue

Down

$28,478

Down $12,183 (-30%) from 2013

Expenses

Down

$61,375

Down $3,284 (-5.1%) from 2013

Net Income

Down

-$32,897

Down $8,899 (-37%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$1.0M$500K$0Assets 2011: $916,087Liabilities 2011: $0Net Assets 2011: $916,0872011Assets 2012: $957,817Liabilities 2012: $0Net Assets 2012: $957,8172012Assets 2013: $933,823Liabilities 2013: $1Net Assets 2013: $933,8232013Assets 2014: $901,298Liabilities 2014: $1Net Assets 2014: $901,2982014Assets 2015: $849,744Liabilities 2015: $1Net Assets 2015: $849,7442015Assets 2016: $845,138Liabilities 2016: $1Net Assets 2016: $845,1382016Assets 2017: $811,281Liabilities 2017: $0Net Assets 2017: $811,2812017Assets 2018: $798,371Liabilities 2018: $0Net Assets 2018: $798,3712018Assets 2019: $849,926Liabilities 2019: $0Net Assets 2019: $849,9262019Assets 2020: $834,932Liabilities 2020: $1Net Assets 2020: $834,9322020Assets 2021: $804,482Liabilities 2021: $1Net Assets 2021: $804,4822021Assets 2022: $831,675Liabilities 2022: $1Net Assets 2022: $831,6752022Assets 2023: $791,468Liabilities 2023: $1Net Assets 2023: $791,4682023Assets 2024: $768,382Liabilities 2024: $1Net Assets 2024: $768,3822024Assets 2025: $789,496Liabilities 2025: $0Net Assets 2025: $789,4962025

Highlighted filing

2014

Assets$901,298
Liabilities$1
Net Assets$901,298
Open 2014 Filing

Operations Trend

Revenue Growth12th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $16,1612011Expenses 2012: $61,3472012Revenue 2013: $40,661Expenses 2013: $64,659Net Income 2013: -$23,9982013Revenue 2014: $28,478Expenses 2014: $61,375Net Income 2014: -$32,8972014Revenue 2015: $62,835Expenses 2015: $114,389Net Income 2015: -$51,5542015Revenue 2016: $58,247Expenses 2016: $62,853Net Income 2016: -$4,6062016Revenue 2017: $27,861Expenses 2017: $61,564Net Income 2017: -$33,7032017Revenue 2018: $54,477Expenses 2018: $67,387Net Income 2018: -$12,9102018Revenue 2019: $68,284Expenses 2019: $16,726Net Income 2019: $51,5582019Revenue 2020: $50,391Expenses 2020: $65,336Net Income 2020: -$14,9452020Revenue 2021: $34,117Expenses 2021: $64,562Net Income 2021: -$30,4452021Revenue 2022: $92,106Expenses 2022: $67,163Net Income 2022: $24,9432022Revenue 2023: $30,639Expenses 2023: $70,848Net Income 2023: -$40,2092023Revenue 2024: $37,807Expenses 2024: $60,891Net Income 2024: -$23,0842024Revenue 2025: $86,552Expenses 2025: $65,431Net Income 2025: $21,1212025

Highlighted filing

2014

Revenue$28,478
Expenses$61,375
Net Income-$32,897
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 18, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$17,671-$17,671
Filing and Contact Details

Filer

EIN
51-0171871
Phone
5034643580

Signing Officer

Name
99004
Title
Officer
Phone
5034643580
Signed
2014-08-18
Raw XML AppendixShowing 400 of 567 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/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ING GLOBAL BOND FUND I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AMERICAN CENTY INTL BOND FD IN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2AMER CENT DIVERSIFI BOND INS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3NUVEEN HIGH INCOME BOND FD CL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4T ROWE PRICE INTL BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt042590
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt136711
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt219538
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt041630
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt138971
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt219554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt028946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt218638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt328946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt442506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt521362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt633443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt752473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt863101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt960934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1019022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1161775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1242851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1361194
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1438505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1563401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1628204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1758332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1819225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt027309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt120553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt220190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt334175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt441576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt520874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt633910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt755630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt881835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt980842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1018405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1180817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1241933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1387137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1449960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1576344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1637078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1777966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1818239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BLACKROCK EMERGING MKTS L S EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1PRINCIPAL GL R E SEC INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2NUVEEN REAL ESTATE SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ROBECO BP LNG SHRT RES INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4COLUMBIA INCOME FD CL Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CREDIT SUISSE COMM RET ST CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DRIEHAUS SELECT CREDIT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ABERDEEN FDS EMRGN MKT INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMERICAN EUROPACIFIC GRTH F2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9LAUDUS INTL MARKETMASTERS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10NUVEEEN INFLATION PRO SEC CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11NUVEEN SANTA BARBARA DIV GROWT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12PIMCO TOTAL RETURN FUND INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13PRICE T ROWE GROWTH STK FD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ROWE T PRICE MID-CAP GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15SCOUT INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16T ROWE PRICE SC STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17VANGUARD EQUITY INCOME INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18TCW EMERGING MARKETS INCOME FD
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt019136
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09342
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt028478
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt028478
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09342
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01617
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt014554
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt016171
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt043093
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt043093
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019136
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019136
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-32897
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt083756
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09342
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013431
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0118
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0118
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0493
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0493
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt046328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt015047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt061375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt028478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt028478
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03235
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt015047
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018282
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt64527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt919111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1019297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-1405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1110011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-1405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt55139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt917706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1019738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0509.761 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1545.912 COLUMBIA INCOME FD CL Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2962.476 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc38.256 AMERICAN EUROPACIFIC GRTH F2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc489.041 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5477.204 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6119.347 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc728.449 LAUDUS INTERNATIONAL MARKETMASTERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc879.25 VANGUARD EQUITY INCOME ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91692.745 ING GLOBAL BOND FUND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101377.394 AMERICAN CENTY INTL BOND FD INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09342
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-32897
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0374
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0901300
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0933823
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0901298
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt049137
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt049137
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt049137
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt049271
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0134
IRS990PF/DistributableAmountGrp/TotalTaxAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0264
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0264
IRS990PF/FMVAssetsEOYAmt01045232
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0147
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0147
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0147
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0933823
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0901298
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0143142
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt098839
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0100155
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0780089
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0762155
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0904773
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010592
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt040157
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt040157
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0933823
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0901298
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01045232
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0933823
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0901298
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0933823
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0901298
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01000421
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016180
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0984241
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015006
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt049271
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0985415
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01000421
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt017671
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 3168
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode097208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt042481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt042615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt048256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt047164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt045539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt043602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.004057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0985415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0941068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0901588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0928602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0862865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0790959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt046328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.215549
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt046194
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt046328
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0134
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt046328
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/AddressLine10555 SW OAK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode097204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10US BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05034643580
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT ABOVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM DOLAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05032755929
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10C/O US BANK PO BOX 3168
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0PORTLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode097208
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0DAVID & LOA MASON TRUST HAS 76% OF IT'S INCOME DEDICATED TO NAMED CHARITABLE ORGANIZATIONS. THE COMITTEE HAS THE PEROGATIVE TO SELECT NO MORE THAN THREE UN-NAMED ORGANIZATIONS TO RECEIVE NO MORE THAN 8%.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0CONTACT ABOVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03747
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13747
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt313115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt47494
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54684
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10BRADLEY ANGLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11PLAYWORKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12FOREST HISTORY SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13OREGON HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14OREGON INDEPENDENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15OREGON MUSEUM OF SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine16OREGON SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine17PORTLAND ART MUSEUM

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$901,298
Liabilities
$1
Net assets
$901,298
Revenue
$28,478
Expenses
$61,375
Net income
-$32,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.87$0.65$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$0.00$7.68$0.38$0.61$0.23
2023Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.31$0.71$0.40
2022Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.92$0.67$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.04$0.00$8.04$0.34$0.65$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.35$0.00$8.35$0.50$0.65$0.15
2019Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.68$0.17$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.98$0.00$7.98$0.54$0.67$0.13
2017Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.28$0.62$0.34
2016Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.58$0.63$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.50$0.00$8.50$0.63$1.14$0.52
2014Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.28$0.61$0.33
2013Detailed filing. Detailed filing data is available for this year.$9.34$0.00$9.34$0.41$0.65$0.24
2012Detailed filing. Detailed filing data is available for this year.$9.58$0.00$9.58$0.61
2011Detailed filing. Detailed filing data is available for this year.$9.16$0.00$9.16$0.16