Civic Intelligence

Emile Spaulding Foundation

EIN 82-1023118 • Lake Oswego, OR

Pub. 78 Eligible
2013 Ridgewood RoadLake Oswego, OR 97034
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

971%

Higher net margin than 100% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$50,000

Higher top officer pay than 60% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Asset Growth

17th percentile

-7.9%

Faster asset growth than 17% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Down

$2,388,044

Down $204,441 (-7.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$2,388,044

Down $204,441 (-7.9%) from 2023

Revenue

Down

-$24,820

Down $30,384 (-546%) from 2023

Expenses

Down

$216,188

Down $5,843 (-2.6%) from 2023

Net Income

Down

-$241,008

Down $24,541 (-11%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $941,431Liabilities 2017: $0Net Assets 2017: $941,4312017Assets 2019: $2,860,379Liabilities 2019: $1Net Assets 2019: $2,860,3792019Assets 2020: $3,001,768Liabilities 2020: $1Net Assets 2020: $3,001,7682020Assets 2021: $2,952,948Liabilities 2021: $1Net Assets 2021: $2,952,9482021Assets 2022: $2,780,682Liabilities 2022: $1Net Assets 2022: $2,780,6822022Assets 2023: $2,592,485Liabilities 2023: $1Net Assets 2023: $2,592,4852023Assets 2024: $2,388,044Liabilities 2024: $0Net Assets 2024: $2,388,0442024

Highlighted filing

2024

Assets$2,388,044
Liabilities$0
Net Assets$2,388,044

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2017: $1,030,456Expenses 2017: $97,767Net Income 2017: $932,6892017Revenue 2019: -$32,674Expenses 2019: $155,302Net Income 2019: -$187,9762019Revenue 2020: $292,809Expenses 2020: $156,964Net Income 2020: $135,8452020Revenue 2021: $187,259Expenses 2021: $244,985Net Income 2021: -$57,7262021Revenue 2022: $34,522Expenses 2022: $247,175Net Income 2022: -$212,6532022Revenue 2023: $5,564Expenses 2023: $222,031Net Income 2023: -$216,4672023Revenue 2024: -$24,820Expenses 2024: $216,188Net Income 2024: -$241,0082024

Highlighted filing

2024

Revenue-$24,820
Expenses$216,188
Net Income-$241,008

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 16, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY A GURSEYTrusteeFT$50,000-$50,000
Filing and Contact Details

Filer

Filer Name
Emile Spaulding Foundation
EIN
82-1023118
Phone
3106218763
Address
2013 RIDGEWOOD ROAD, Lake Oswego, OR 97034

Signing Officer

Name
Kim Gursey
Title
Trustee
Phone
3106218763
Signed
2025-10-16
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 105F, KANSAS CITY, MO 64108
Preparer
Gilbert Gleason
Phone
8004725625
Raw XML Appendix392 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/Amt0725
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02021-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12019-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FREELINE THERAPEUTICS HOLDINGS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1TORTOISE ENERGY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt024764
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt151
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0650
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt124
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02024-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-24114
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-27
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt055569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1204532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt259593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3129918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt412075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt537272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt619431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt744183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt840060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt951602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1046892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1133444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1236310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1371621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1430216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1525472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16121538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1756593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1825200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1994312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2046642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2132686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2264206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2329937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2426360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2536127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2639256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2751946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2866351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2950859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3088976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3113520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3238509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3327610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3413534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3528737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3673306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3726693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38114692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt176311
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt294124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3175512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt429679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt575126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt616350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt745540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt89055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt930584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1048464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1130632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1238450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1355675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1436890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1578360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1676113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1752675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1826520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19157971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2084300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2126763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2289132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2346929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2475630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2560175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2632790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2771233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2896852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2989476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3014800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3119500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3312735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt345105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3529815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3624483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3722700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3853340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALECTOR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALBABA GRP HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALNYLAM PHAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMERICAN EXPRESS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ARBUTUS BIOPHARMA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BILIBILI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BIOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CENTENE COPR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CITIZENS FINANCIAL GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COGNIZANT TECHNOLOGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DISNEY WALT COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ELEVANCE HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ENERGY TRANSFER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17INVESCO TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18KNIGHT-SWIFT TRANS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NETEASE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NETFLIX COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PALANTIR TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PHILIP MORRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26REALREAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27REGENERON PHAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SPOTIFY TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30SUNRUN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32TUSIMPLE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33VODAPHONE GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34WARNER BROTHERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35WESTERN DIGITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ZOOM COMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38TORTOISE ENERGY
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt036436
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt079700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt079700
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt037112
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt037112
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-241008
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-24141
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010442
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0-676
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-676
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-676
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt068020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt068020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt036436
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0147201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt068020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0216188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt036433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-24820
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt067501
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt068020
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0136488
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt07301
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt07301
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-241008
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt036567
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02388044
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02592485
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02388044
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0112014
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0112014
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0112014
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0112014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/FMVAssetsEOYAmt02337178
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02093284
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02065780
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02014914
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02592485
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02388044
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0499201
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0322264
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0322264
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02592485
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02388044
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02337178
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02592485
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02388044
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02592485
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02388044
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02274395
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0409035
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01865360
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034116
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0112014
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02240279
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02274395
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt050000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KIMBERLY A GURSEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02013 RIDGEWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Lake Oswego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097034
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0147201
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0147201
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
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/TransactionsFailToQlfyAsExcInd0false
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/IndividualWithBooksNm0KIMBERLY GURSEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02013 RIDGEWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Lake Oswego
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097034
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03105439688
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt37500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORTS EQUESTRIAN PRESERVATION AND EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO AID THEATRE'S NEED RESULTING FROM COVID SHUTDOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROTECTION OF ANIMALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ORGANIZATION ASSISTS HOMELESS TO FIND HOME, REGAIN HEALTH, ETC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO ASSIST WITH PROVIDING MEALS TO NEEDY SENIOR CITIZENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5DOG RESCUE FOR AT RISK DOGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PROVIDE ANIMAL RESCUE AND ADOPTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FRIENDS OF THE HUNT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1NEW YORK CLASSICAL THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2A WISH FOR ANIMALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CENTRAL CITY CONCERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4MEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5BALOOJAS RESERVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6MARTINA ANIMAL RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02725 SW IRON MOUNTAIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt165 FULTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1662
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3232 NW SIXTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 24156
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5154A WEST FOOTHILL BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt642 HARBOR WAY STE P3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Lake Oswego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Pacific Palisades
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Upland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Vallejo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290272
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd591786
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694590
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt079700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0112014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt040105
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01579
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt053294
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt040105
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011610
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0147201
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt053294
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt053294
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0112014
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CALIFORNIA DEPT OF JUSTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FUNDRAISING EVENTS, UPS NYCT EVENTS, REIMBURSED EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210200
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-676
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENERGY TRANSFER
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-676
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-676
OtherIncreasesSchedule/OtherIncreasesDetail/Amt036567
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CORRECTION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt068020
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt068020
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM GURSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03106218763
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMILE SPAULDING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EMIL
ReturnHeader/Filer/EIN0821023118
ReturnHeader/Filer/PhoneNum03106218763
ReturnHeader/Filer/USAddress/AddressLine1Txt02013 RIDGEWOOD ROAD
ReturnHeader/Filer/USAddress/CityNm0Lake Oswego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097034
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 105F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064108
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gilbert Gleason
ReturnHeader/ReturnTs02025-11-18T02:51:16Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.