Civic Intelligence

Louis G Clarke and Elizabeth L Clarke Endowment

990PF • Fiscal year 2014 • EIN 93-6020655

Jan 01, 2014 to Dec 31, 2014 • Filed on May 04, 2015

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

12th percentile

-33%

Higher net margin than 12% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

30th percentile

-2.2%

Faster asset growth than 30% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

57th percentile

6.9%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,366,844

Down $30,122 (-2.2%) from 2013

Net Assets

Down

$1,366,844

Down $30,122 (-2.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin12th percentile

Revenue

Up

$97,461

Up $6,320 (+6.9%) from 2013

Expenses

Up

$129,869

Up $52,737 (+68%) from 2013

Net Income

Down

-$32,408

Down $46,417 (-331%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,322,073Liabilities 2010: $0Net Assets 2010: $1,322,0732010Assets 2011: $1,342,381Liabilities 2011: $0Net Assets 2011: $1,342,3812011Assets 2012: $1,383,225Liabilities 2012: $0Net Assets 2012: $1,383,2252012Assets 2013: $1,396,966Liabilities 2013: $0Net Assets 2013: $1,396,9662013Assets 2014: $1,366,844Liabilities 2014: $0Net Assets 2014: $1,366,8442014Assets 2015: $1,403,984Liabilities 2015: $0Net Assets 2015: $1,403,9842015Assets 2016: $1,374,183Liabilities 2016: $0Net Assets 2016: $1,374,1832016Assets 2017: $1,340,581Liabilities 2017: $0Net Assets 2017: $1,340,5812017Assets 2018: $1,319,794Liabilities 2018: $0Net Assets 2018: $1,319,7942018Assets 2019: $1,275,829Liabilities 2019: $02019Assets 2020: $1,202,431Liabilities 2020: $0Net Assets 2020: $1,202,4312020Assets 2021: $1,359,775Liabilities 2021: $0Net Assets 2021: $1,359,7752021Assets 2022: $1,281,649Liabilities 2022: $0Net Assets 2022: $1,281,6492022Assets 2023: $1,255,974Liabilities 2023: $0Net Assets 2023: $1,255,9742023Assets 2024: $1,247,217Liabilities 2024: $0Net Assets 2024: $1,247,2172024

Highlighted filing

2014

Assets$1,366,844
Liabilities$0
Net Assets$1,366,844
Open 2014 Filing

Operations Trend

Revenue Growth57th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $75,8412010Expenses 2011: $68,1602011Expenses 2012: $69,4302012Revenue 2013: $91,141Expenses 2013: $77,132Net Income 2013: $14,0092013Revenue 2014: $97,461Expenses 2014: $129,869Net Income 2014: -$32,4082014Revenue 2015: $92,009Expenses 2015: $54,894Net Income 2015: $37,1152015Revenue 2016: $51,061Expenses 2016: $80,978Net Income 2016: -$29,9172016Revenue 2017: $102,767Expenses 2017: $136,365Net Income 2017: -$33,5982017Revenue 2018: $76,341Expenses 2018: $96,734Net Income 2018: -$20,3932018Revenue 2019: $60,019Expenses 2019: $103,994Net Income 2019: -$43,9752019Revenue 2020: $34,992Expenses 2020: $108,200Net Income 2020: -$73,2082020Revenue 2021: $263,680Expenses 2021: $105,835Net Income 2021: $157,8452021Revenue 2022: $42,083Expenses 2022: $119,915Net Income 2022: -$77,8322022Revenue 2023: $53,025Expenses 2023: $82,931Net Income 2023: -$29,9062023Revenue 2024: $73,817Expenses 2024: $82,243Net Income 2024: -$8,4262024

Highlighted filing

2014

Revenue$97,461
Expenses$129,869
Net Income-$32,408
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 4, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$25,602-$25,602
Filing and Contact Details

Filer

Filer Name
Louis G Clarke and Elizabeth L Clarke Endowme
EIN
93-6020655
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
US Bank
Title
Officer
Phone
5034643580
Signed
2015-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Donald J Roman
Phone
4123556000
Raw XML AppendixShowing 400 of 520 raw XML fields

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

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0NOVARTIS CAPITAL 4.125 2/10/14
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AMER CENT DIVERSIFI BOND INS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2AMER CENT INTL BOND FD INSTL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3COLUMBIA INCOME FD CL Z
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4CREDIT SUISSE COMM RET ST CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5DRIEHAUS SELECT CREDIT FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6NUVEEN HIGH INCOME BOND FD CL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7NUVEEN INFLATION PRO SEC CL I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8PIMCO TOTAL RETURN FUND INST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9T ROWE PRICE INTL BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10TCW EMERGING MARKETS INCOME FU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11DOUBLELINE TOTAL RET BD I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt031515
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt196375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt235723
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt362227
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt461356
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt515326
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt632026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt734022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt884905
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt031725
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt193978
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt226604
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt356494
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt458262
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt515354
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt629218
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt729948
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt884597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt013808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt194978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt290145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt365386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt475208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt598143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt693369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt783018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt848394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt927992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1057375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1160263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1245197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt029644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1105278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt296830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3103309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4108955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt591048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6102605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7110589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt846941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt930444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1066926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1174847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1254080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0NUVEEN REAL ESTATE SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN EUROPACIFIC GRWTH F2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SCOUT INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3T ROWE PRICE GROWTH STK #40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VANGUARD EQUITY INCOME ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ABERDEEN FDS EMRGN MKT INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6LAUDUS INTL MARKETMASTERS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7NUVEEN SANTA BARBARA DIV GROWT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BLACKROCK EMERGING MKTS L S EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9PRINCIPAL GI R E SEC INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ROBECO BOSTON PARTNERS L S RSR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11T ROWE PRICE MID CAP GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12T ROWE PRICE SC STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt032489
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt064972
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt097461
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt097461
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt064972
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02560
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt023042
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt025602
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100539
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100539
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt032489
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt032489
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-32408
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0346287
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt064972
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt073372
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0185
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0185
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01047
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02043
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0104784
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt024089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0129869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt097461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt097461
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04245
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt024089
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029330
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02009-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112003-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152011-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt035237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt210482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt311531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt415973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt59399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt63752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt710898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt830131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt105043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1212572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1331922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1463614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt156183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt162139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt173073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt48972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt73477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt154460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt171171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1838286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt48972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt154460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt171171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt035000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt212315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt314459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt424945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt510930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt714375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt830645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt106778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1212663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1331440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1463265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1510643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt162359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt174244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc035000. F H L M C M T N 2.500% 1/07/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc125000. NOVARTIS CAPITAL 4.125% 2/10/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2247.092 AMERICAN EUROPACIFIC GRTH F2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3427.406 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4485.789 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5452.948 LAUDUS INTERNATIONAL MARKETMASTERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6116.988 SCOUT INTERNATIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7223.217 VANGUARD EQUITY INCOME ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82138.5 AMERICAN CENTY INTL BOND FD INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9113.856 AMERICAN CENTY INTL BOND FD INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10186.922 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11116.898 NUVEEN REAL ESTATE SECS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121143.941 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc132889.746 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc145814.839 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15188.041 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16253.134 PRINCIPAL GL R E SEC INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1762.937 VANGUARD EQUITY INCOME ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt064972
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-32408
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02286
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01366844
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01396966
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01366844
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt078426
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt076807
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt078426
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt077541
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt01619
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0734
IRS990PF/DistributableAmountGrp/TotalTaxAmt0734
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0630
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01364
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0734
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0630
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0734
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0734
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01364
IRS990PF/FMVAssetsEOYAmt01507769
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01117
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0725
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01117
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01117
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01396966
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01366844
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0842
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0842
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0428998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0453475
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0426180
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0912053
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0853276
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01021496
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt019953
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt058134
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt058134
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01396966
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01366844
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01507769
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01396966
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01366844
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01396966
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01366844
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt035237
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01574438
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt018263
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01556175
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023617
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt077541
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01550821
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01574438
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0US BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 3168
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt067129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt067863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt052119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt045983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt049215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt058776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt086751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043286
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.03449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.032588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.035443
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.069599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01550821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01511116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01411040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01388559
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01326520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01246440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0104784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.216428
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0104050
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0104784
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0734
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0104784
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0555 SW OAK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,366,844
Liabilities
$0
Net assets
$1,366,844
Revenue
$97,461
Expenses
$129,869
Net income
-$32,408
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.07$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.04$0.12$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.26$0.11$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.11$0.07
2019Summary only. Only limited summary data is available for this year.$1.28$0.00$0.06$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.08$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.10$0.14$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.05$0.08$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.09$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.10$0.13$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.09$0.08$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.08