Civic Intelligence

Hubert & Ludmila Schlesinger Foundation

990PF • Fiscal year 2012 • EIN 93-0900123

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

Organization Profile
6500 SW Macadam Ave97239
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

97th percentile

$24,000

Higher top officer pay than 97% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

32nd percentile

-2.9%

Faster asset growth than 32% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$992,113

Down $29,496 (-2.9%) from 2011

Net Assets

$992,113

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$65,682

Up $652 (+1.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,021,609Liabilities 2011: $12011Assets 2012: $992,113Liabilities 2012: $0Net Assets 2012: $992,1132012Assets 2013: $1,031,627Liabilities 2013: $0Net Assets 2013: $1,031,6272013Assets 2014: $1,020,748Liabilities 2014: $0Net Assets 2014: $1,020,7482014Assets 2015: $1,067,602Liabilities 2015: $0Net Assets 2015: $1,067,6022015Assets 2016: $1,032,567Liabilities 2016: $0Net Assets 2016: $1,032,5672016Assets 2017: $993,161Liabilities 2017: $0Net Assets 2017: $993,1612017Assets 2018: $1,025,543Liabilities 2018: $0Net Assets 2018: $1,025,5432018Assets 2019: $1,035,244Liabilities 2019: $0Net Assets 2019: $1,035,2442019Assets 2020: $970,240Liabilities 2020: $0Net Assets 2020: $970,2402020Assets 2021: $962,472Liabilities 2021: $0Net Assets 2021: $962,4722021Assets 2022: $1,042,370Liabilities 2022: $0Net Assets 2022: $1,042,3702022Assets 2023: $1,039,823Liabilities 2023: $0Net Assets 2023: $1,039,8232023Assets 2024: $1,098,528Liabilities 2024: $0Net Assets 2024: $1,098,5282024

Highlighted filing

2012

Assets$992,113
Liabilities$0
Net Assets$992,113
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2011: $32,999Expenses 2011: $65,030Net Income 2011: -$32,0312011Expenses 2012: $65,6822012Revenue 2013: $107,702Expenses 2013: $68,188Net Income 2013: $39,5142013Revenue 2014: $58,974Expenses 2014: $69,853Net Income 2014: -$10,8792014Revenue 2015: $118,548Expenses 2015: $71,694Net Income 2015: $46,8542015Revenue 2016: $44,202Expenses 2016: $79,237Net Income 2016: -$35,0352016Revenue 2017: $70,304Expenses 2017: $109,710Net Income 2017: -$39,4062017Revenue 2018: $121,540Expenses 2018: $89,158Net Income 2018: $32,3822018Revenue 2019: $104,419Expenses 2019: $94,718Net Income 2019: $9,7012019Revenue 2020: $40,852Expenses 2020: $105,856Net Income 2020: -$65,0042020Revenue 2021: $118,785Expenses 2021: $126,553Net Income 2021: -$7,7682021Revenue 2022: $195,082Expenses 2022: $115,184Net Income 2022: $79,8982022Revenue 2023: $104,174Expenses 2023: $106,721Net Income 2023: -$2,5472023Revenue 2024: $177,672Expenses 2024: $118,967Net Income 2024: $58,7052024

Highlighted filing

2012

Revenue-
Expenses$65,682
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW JOSEPHSONTrusteePT$24,000-$24,000
SUSAN JOSEPHSONTrustee-$6,000-$6,000
GERALD M CHASETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL OPERATIONSPUBLICPORTLAND, OR, US$12,500
Paid Grant-GENERAL PURPOSEPUBLICHILLSBORO, OR, US$12,000
Paid Grant-GENERAL OPERATIONSPUBLICPORTLAND, OR, US$4,500
Filing and Contact Details

Filer

EIN
93-0900123
Raw XML Appendix343 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
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome028593
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome07591
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome02
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome036186
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA036186
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome028595
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm07591
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps024000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm06000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps029000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss029000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm028593
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm028593
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss028593
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-29496
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0149947
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss07591
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome026455
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps02824
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm03198
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss06022
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0533
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0660
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome028595
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps055824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm09731
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss065682
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome036186
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses036186
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps026824
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm09731
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss036682
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0988472
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0964519
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01110443
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY0979095
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY0979095
IRS990PF/BalanceSheets/RetainedEarningsBOY042514
IRS990PF/BalanceSheets/RetainedEarningsEOY013018
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY033137
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY027594
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV027594
IRS990PF/BalanceSheets/TotalAssetsBOY01021609
IRS990PF/BalanceSheets/TotalAssetsEOY0992113
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01138037
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01021609
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0992113
IRS990PF/BalanceSheets/TotalNetAssetsBOY01021609
IRS990PF/BalanceSheets/TotalNetAssetsEOY0992113
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome07591
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis016342
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis119108
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis217260
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis343157
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis421969
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis524520
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42011-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-02-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-01-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-01-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-03-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-04-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-12-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0300 SEMPRA
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1750 MICROSOFT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2500 MEDRONICS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31281.72 FPA PERENN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4700 BEST BUY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5736 AMERICAN GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss01063
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12720
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21905
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss36843
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-5420
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5480
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses01063
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12720
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses21905
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses36843
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-5420
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5480
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice017405
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice121828
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice219165
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice350000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice416549
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice525000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-1637
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-29496
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0992113
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01021609
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0992113
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted053472
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj053472
IRS990PF/DistributableAmount/DistributableAmountBeforeDed053472
IRS990PF/DistributableAmount/MinimumInvestmentReturn053737
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0265
IRS990PF/DistributableAmount/TotalTax0265
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0526
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0791
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0265
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0526
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0265
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0265
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0791
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01138037
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01091104
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances030365
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01060739
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable016367
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn053737
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01074737
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01091104
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition28.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation16000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation224000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0GERALD M CHASE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SUSAN JOSEPHSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ANDREW JOSEPHSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10722 SW 2nd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112737 NE HAMBLET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine126500 SW MACADAM AVE STE 300
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PORTLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1PORTLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2PORTLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode097204
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode197212
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode297239
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct051584
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets051319
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.04775
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.05155
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.04324
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.05205
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.03944
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.05248
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01074737
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101100134
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201121670
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30892459
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401149514
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501397713
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0265
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions055824
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1056714
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2048497
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3046450
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4045333
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5073351
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.23875
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions055559
IRS990PF/QualifyingDistributions/ExpensesAndContributions055824
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0265
IRS990PF/QualifyingDistributions/QualifyingDistributions055824
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber04 & 8
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0INVESTMENT INCOME IS USED TO PROVIDE CHARITABLE CONTRIBUTIONS TO OTHER QUALIFYING ORGANIZATIONS.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10ANDREW H JOSEPHSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05034450860
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine106500 SW MACADAM AVE SUITE 300
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PORTLAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode097239
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OR
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN INFORMATION REGARDING THE CHARITY SHOULD BE MAILED TO THE FOUNDATION MANAGER.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ANDREW JOSEPHSON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05034450860
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine106500 SW MACADAM AVE SUITE 300
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0PORTLAND
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode097236
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount012000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount212500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0WILLAMETTE WEST HABITAT HUMAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1NW CHILDREN'S THTR SCHL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2HOLLYWOOD SENIOR CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102630 SE 39TH LOOP SUITE A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111819 NW EVERETT STE 206
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121820 NE 40TH AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HILLSBORO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode097123
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode197209
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode297212
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear029000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear011374
IRS990PF/UndistributedIncome/AppliedToYear1044450
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted053472
IRS990PF/UndistributedIncome/QualifyingDistributions055824
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY042098
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear044450
OtherExpensesSchedule/OtherExpenses/Description0MISCELLANEOUS
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT MANAGEMENT
OtherExpensesSchedule/OtherExpenses/Description2INSURANCE
OtherExpensesSchedule/OtherExpenses/Description3DUE AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0184
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps11250
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps21390
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome03198
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0184
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks13198
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks21250
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks31390
TaxesSchedule/Taxes/Amount0127
TaxesSchedule/Taxes/Amount1482
TaxesSchedule/Taxes/Amount251
TaxesSchedule/Taxes/Category0STATE
TaxesSchedule/Taxes/Category1FOREIGN TAXE
TaxesSchedule/Taxes/Category2FED
TaxesSchedule/Taxes/NetInvestmentIncome0482
TaxesSchedule/Taxes/NetInvestmentIncome151
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0930900123
ReturnHeader/Filer/Name/BusinessNameLine10HUBERT & LUDMILA SCHLESINGER FOUNDATION
ReturnHeader/Filer/NameControl0HUBE
ReturnHeader/Filer/Phone05034450860
ReturnHeader/Filer/USAddress/AddressLine106500 SW MACADAM AVE
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097239
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0ANDREW JOSEPHSON
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10David W Scott CPA PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104380 SW Macadam Suite 575
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Portland
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode097239
ReturnHeader/Preparer/Name0David W Scott
ReturnHeader/Preparer/Phone05032746277
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T13:10:30-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$992,113
Liabilities
$0
Net assets
$992,113
Revenue
-
Expenses
$65,682
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.18$0.12$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.10$0.11$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.20$0.12$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.12$0.13$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.11$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.10$0.09$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.12$0.09$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.04$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.12$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.11$0.07$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$0.03$0.07$0.03