Jacqueline Rayot Olsson Charitable Foundation

990PF • Fiscal year 2022 • EIN 93-1274620

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 20, 2022

Organization Profile

2165 SW Main Street Ste 101Portland, OR 97205

(503) 222-3673

Siviq Scores

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

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

34%

Higher net margin than 81% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

$1,500

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

-12%

Faster asset growth than 18% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

72%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets40th percentile

Assets

Down

$617,199

Down $81,925 (-12%) from 2021

Net Assets

Down

$617,199

Down $81,925 (-12%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue39th percentile Net Margin81st percentile

Revenue

$60,218

Up $25,226 (+72%) from 2021

Expenses

Down

$39,717

Down $6,371 (-14%) from 2021

Net Income

$20,501

Up $31,597 (+285%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

Highlighted filing

2022

Assets$617,199

Liabilities$0

Net Assets$617,199

Open 2022 Filing

Operations Trend

Revenue Growth85th percentile

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

Highlighted filing

2022

Revenue$60,218

Expenses$39,717

Net Income$20,501

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2021 to Jun 30, 2022
Signed: Jul 20, 2022
Return Version: 2021v4.0

Compensation and Service Providers

Top Officer Pay58th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LISA A JOERIN	President	-	$1,500	-	$1,500
MELISSA S ANDAL	VP/Treasurer	-	$1,500	-	$1,500
COLLIN C ARD	Secretary	-	$1,500	-	$1,500

Filing and Contact Details

Filer

Filer Name: Jacqueline Rayot Olsson
EIN: 93-1274620
Phone: 5032223673
Address: 2165 SW MAIN STREET STE 101, PORTLAND, OR 97205

Signing Officer

Name: Lisa a Joerin
Title: President
Signed: 2022-07-20
Discuss with paid preparer: Yes

Preparer

Firm: Simpson & Company Pc
Address: 2165 SW MAIN ST STE 101, PORTLAND, OR 97205
Preparer: Melissa S Andal
Phone: 5032223673

Raw XML Appendix340 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	4918
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	4917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	140227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	60014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	28447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	49671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	133982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	7656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	74844
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	7	85314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	8	16061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	AMERICAN MUTUAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	CAPITAL INCOME BUILDER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	COLUMBIA SELIGMAN COMMUNICATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	FUNDAMENTAL INVESTORS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	INCOME FUND OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	JANUS HENDERSON GLOBAL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	PIMCO INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	PIMCO INCOME CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	8	VANGUARD SMALL CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	9	LORD ABBETT ULTRA SHORT BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	140227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	60014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	28447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	49671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	133982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	7656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	74844
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	7	85314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	8	16061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	6	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	7	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	8	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	9	FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	18465
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	41730
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	MISCELLANEOUS
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	0	1
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	60218
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	60218
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	4918
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	4917
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	9835
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	41730
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	2250
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	2250
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	4500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	18000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	18000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	18465
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	18465
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	20501
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	103233
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	41730
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	46348
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	252
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	251
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	503
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	23
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	6429
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	6429
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	120
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	25540
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	13847
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	39717
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	60195
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	60218
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	7540
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	13847
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	21717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	18477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	13009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	30017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	21523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	2991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	21523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	2991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	40000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	16000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	30257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	801.282 SH AMERICAN MUTUAL CL F2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	629.921 INCOME FUND OF AMERICA CL F2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	3016.605 LORD ANNETT LUTRA SHORT BON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2021-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2021-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2021-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	41730
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	20501
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	102426
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	719625
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	699124
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	617199
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	33542
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	33542
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	33542
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	34186
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	644
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	5
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	649
IRS990PF/FMVAssetsEOYAmt	0	617199
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	9403
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	20983
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	20983
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	689721
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	596216
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	596216
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	699124
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	617199
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	699124
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	617199
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	617199
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	699124
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	617199
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	699124
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	617199
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	694127
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	34249
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	659878
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	10412
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	34186
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	683715
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	694127
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	1500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	1500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	1500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	LISA A JOERIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MELISSA S ANDAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	COLLIN C ARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VP/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	2165 SW MAIN ST SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	3539 NW 61ST CIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	CAMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	OR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	98607
IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	25540
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	2165 SW MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	97205
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	SIMPSON AND COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5032223673
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	8000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	POLARIS DANCE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	PSU- SCHOOL OF FINE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	THE PORTLAND BALLET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	509A1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	509A1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	509A1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	509A1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2145 SW NAITO PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1826 NW 18TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 751
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	6250 SW CAPITOL HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	97201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	97209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	97207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	97239
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	18000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	25540
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	33542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	8002
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	3264
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	9358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	4877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	5413
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	8002
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	14910
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	3264
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	9358
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	2288
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	25540
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	14910
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	22912
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	102426
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	D&O INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	252
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	251
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	503
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	23
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	6429
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	6429
TaxesSchedule/TaxesDetail/Amt	0	120
TaxesSchedule/TaxesDetail/Amt	1	330
TaxesSchedule/TaxesDetail/CategoryTxt	0	STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	120
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LISA A JOERIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JACQUELINE RAYOT OLSSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	JACQ
ReturnHeader/Filer/EIN	0	931274620
ReturnHeader/Filer/PhoneNum	0	5032223673
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2165 SW MAIN STREET STE 101
ReturnHeader/Filer/USAddress/CityNm	0	PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OR
ReturnHeader/Filer/USAddress/ZIPCd	0	97205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	930741343
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SIMPSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2165 SW MAIN ST STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	97205
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5032223673
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MELISSA S ANDAL
ReturnHeader/ReturnTs	0	2022-07-22T12:13:15-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	JOERIN
ReturnHeader/TaxPeriodBeginDt	0	2021-07-01
ReturnHeader/TaxPeriodEndDt	0	2022-06-30
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $617,199
Liabilities: $0
Net assets: $617,199
Revenue: $60,218
Expenses: $39,717
Net income: $20,501

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$6.80	$0.00	$6.80	$0.55	$0.50	$0.05
2024Detailed filing. Detailed filing data is available for this year.	$6.43	$0.00	$6.43	$0.28	$0.55	$0.27
2023Detailed filing. Detailed filing data is available for this year.	$6.22	$0.00	$6.22	$0.54	$0.43	$0.11
2022Detailed filing. Detailed filing data is available for this year.	$6.17	$0.00	$6.17	$0.60	$0.40	$0.21
2021Detailed filing. Detailed filing data is available for this year.	$6.99	$0.00	$6.99	$0.35	$0.46	$0.11
2020Detailed filing. Detailed filing data is available for this year.	$6.14	$0.00	$6.14	$0.55	$0.47	$0.08
2019Detailed filing. Detailed filing data is available for this year.	$6.49	$0.00	$6.49	$0.34	$0.57	$0.23
2018Detailed filing. Detailed filing data is available for this year.	$6.70	$0.00	$6.70	$0.48	$0.52	$0.04
2017Detailed filing. Detailed filing data is available for this year.	$6.75	$0.00	$6.75	$0.37	$0.50	$0.13
2016Detailed filing. Detailed filing data is available for this year.	$6.38	$0.00	$6.38	$0.37	$0.45	$0.07
2015Detailed filing. Detailed filing data is available for this year.	$6.68	$0.00	$6.68	$0.52	$0.39	$0.13
2014Detailed filing. Detailed filing data is available for this year.	$6.89	$0.00	$6.89	$0.28	$0.39	$0.10
2013Detailed filing. Detailed filing data is available for this year.	$6.14	$0.00	$6.14		$0.37
2012Detailed filing. Detailed filing data is available for this year.	$5.68	$0.00	$5.68		$0.46