Civic Intelligence

Stephen and Jean Roth Charitable Foundation

990PF • Fiscal year 2024 • EIN 95-4479497

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 14, 2025

Organization Profile

Refreshing map…

13363 S Iron Mountain BlvdPortland, OR 97219

(503) 953-3780

Siviq Scores

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

Liabilities / Assets

56th percentile

0.04x

Higher debt load relative to assets than 56% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.17x

Higher debt load relative to revenue than 69% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

85th percentile

43%

Higher net margin than 85% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

21st percentile

-4.3%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

58th percentile

15%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$1,440,374

Down $64,284 (-4.3%) from 2023

Net Assets

$1,384,299

No earlier filing loaded for comparison.

Liabilities

Flat

$56,075

Flat from 2023

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin85th percentile

Revenue

Up

$335,303

Up $44,903 (+15%) from 2023

Expenses

Up

$190,611

Up $47,200 (+33%) from 2023

Net Income

Down

$144,692

Down $2,297 (-1.6%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $99,382Liabilities 2011: $52,5752011Assets 2012: $242,575Liabilities 2012: $55,575Net Assets 2012: $187,0002012Assets 2013: $266,015Liabilities 2013: $55,5752013Assets 2014: $303,045Liabilities 2014: $55,5752014Assets 2015: $339,399Liabilities 2015: $55,5752015Assets 2016: $458,766Liabilities 2016: $55,575Net Assets 2016: $403,1912016Assets 2017: $733,508Liabilities 2017: $55,575Net Assets 2017: $677,9332017Assets 2018: $1,165,118Liabilities 2018: $55,575Net Assets 2018: $1,109,5432018Assets 2019: $1,563,287Liabilities 2019: $55,575Net Assets 2019: $1,507,7122019Assets 2020: $1,815,205Liabilities 2020: $55,575Net Assets 2020: $1,759,6302020Assets 2021: $1,305,829Liabilities 2021: $56,075Net Assets 2021: $1,249,7542021Assets 2022: $1,411,675Liabilities 2022: $56,075Net Assets 2022: $1,355,6002022Assets 2023: $1,504,658Liabilities 2023: $56,0752023Assets 2024: $1,440,374Liabilities 2024: $56,075Net Assets 2024: $1,384,2992024

Highlighted filing

2024

Assets$1,440,374
Liabilities$56,075
Net Assets$1,384,299
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $11Expenses 2011: $60,510Net Income 2011: -$60,4992011Expenses 2012: $58,3202012Revenue 2013: $111,375Expenses 2013: $87,935Net Income 2013: $23,4402013Revenue 2014: $184,350Expenses 2014: $105,772Net Income 2014: $78,5782014Revenue 2015: $109,188Expenses 2015: $41,866Net Income 2015: $67,3222015Revenue 2016: $252,307Expenses 2016: $66,862Net Income 2016: $185,4452016Revenue 2017: $365,609Expenses 2017: $46,821Net Income 2017: $318,7882017Revenue 2018: $837,722Expenses 2018: $129,162Net Income 2018: $708,5602018Revenue 2019: $624,849Expenses 2019: $148,403Net Income 2019: $476,4462019Revenue 2020: $443,635Expenses 2020: $191,717Net Income 2020: $251,9182020Revenue 2021: $478,500Expenses 2021: $156,625Net Income 2021: $321,8752021Revenue 2022: $382,538Expenses 2022: $140,894Net Income 2022: $241,6442022Revenue 2023: $290,400Expenses 2023: $143,411Net Income 2023: $146,9892023Revenue 2024: $335,303Expenses 2024: $190,611Net Income 2024: $144,6922024

Highlighted filing

2024

Revenue$335,303
Expenses$190,611
Net Income$144,692
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN ROTHPresident-$0--
JEAN ROTHSecretary-$0--
BENJAMIN D ROTHDirector-$0--
REBECCA A ROTHDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDARBY SCHOOL DISTRICTGENERAL OPERATING SUPPORTPCDARBY, MT, US$50,000
Paid GrantALTERNATIVE NEWSWEEKLY FOUNDATIONGENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$10,000
Paid GrantBALD MOUNTAIN RESCUE FUNDGENERAL OPERATING SUPPORTPCKETCHUM, ID, US$10,000
Paid GrantMOUNT VERNON LADIES ASSOCIATIONGENERAL OPERATING SUPPORTPCMOUNT VERNON, VA, US$10,000
Paid GrantTHE NATURE CONSERVANCYGENERAL OPERATING SUPPORTPCARLINGTON, VA, US$10,000
Paid GrantDARBY PUBLIC SCHOOLSGENERAL OPERATING SUPPORTPCDARBY, MT, US$9,000
Paid GrantSUN VALLEY WRITERS CONFERENCEGENERAL OPERATING SUPPORTPCSUN VALLEY, ID, US$8,000
Paid GrantPORTLAND ART MUSEUMGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$7,000
Paid GrantIN A LANDSCAPEGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$5,000
Paid GrantUNIVERSITY OF MONTANA FOUNDATIONGENERAL OPERATING SUPPORTPCMISSOULA, MT, US$5,000
Paid GrantWILD SALMON CENTERGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$5,000
Paid GrantFAR & WISEGENERAL OPERATING SUPPORTPCHAILEY, ID, US$3,000
Paid GrantCASAGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$2,500
Paid GrantNATIONAL CATHEDRAL SCHOOLGENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$2,500
Paid GrantOREGON HUMANE SOCIETYGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$2,500
Paid GrantOREGON PUBLIC BROADCASTINGGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$2,500
Paid GrantORGAN HUMANE SOCIETYGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$2,500
Paid GrantROSE HAVENGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$2,500
Paid GrantTHE ADVOCATESGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$2,500
Paid GrantWESTERN RIVERS CONSERVANCYGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$2,500
Paid GrantCHILDREN'S BURN FOUNDATIONGENERAL OPERATING SUPPORTPCSHERMAN OAKS, CA, US$2,000
Paid GrantFRIENDS OF TRYON CREEKGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$2,000
Paid GrantPROJECT REDWOODGENERAL OPERATING SUPPORTPCSAN RAFAEL, CA, US$2,000
Paid GrantRIVERDALE SCHOOL FOUNDATIONGENERAL OPERATING SUPPORTPCLAKE OSWEGO, OR, US$2,000
Paid GrantSUN VALLEY COMMUNITY SCHOOLGENERAL OPERATING SUPPORTPCSUN VALLEY, ID, US$2,000
Paid GrantCHRIST CHURCH EPISCOPAL PARISHGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$1,560
Paid GrantBITTERROOT LAND TRUSTGENERAL OPERATING SUPPORTPCHAMILTON, MT, US$1,000
Paid GrantBLAINE COUNTY CHARITABLE FUNDGENERAL OPERATING SUPPORTPCHAILEY, ID, US$1,000
Paid GrantDARBY BREAD BOXGENERAL OPERATING SUPPORTPCDARBY, MT, US$1,000
Paid GrantDESCHUTES RIVER ALLIANCEGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$1,000
Paid GrantDESERT SCHOLARSHIP FOUNDATIONGENERAL OPERATING SUPPORTPCBOISE, ID, US$1,000
Paid GrantLEWIS & CLARK COLLEGEGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$1,000
Paid GrantOREGON FOOD BANKGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$1,000
Paid GrantPORTLAND PARKSGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$1,000
Paid GrantPORTLAND PARKS FOUNDATIONGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$1,000
Paid GrantSWIFTSURE RANCHGENERAL OPERATING SUPPORTPCBELLEVUE, ID, US$1,000
Paid GrantTHE HUNGER COALITIONGENERAL OPERATING SUPPORTPCBELLEVUE, ID, US$1,000
Paid GrantUNIVERSITY PREPGENERAL OPERATING SUPPORTPCSEATTLE, WA, US$1,000
Paid GrantWOOD RIVER FIRE & RESCUE ASSOCLGENERAL OPERATING SUPPORTPCHAILEY, ID, US$1,000
Paid GrantSAVE THE CHILDRENGENERAL OPERATING SUPPORTPCFARFIELD, CT, US$500
Paid GrantSUN VALLEY MUSIC FESTIVALGENERAL OPERATING SUPPORTPCKETCHUM, ID, US$500
Paid GrantTHE PORTLAND GARDEN CLUBGENERAL OPERATING SUPPORTPCPORTLAND, OR, US$500
Paid GrantCHURCHVILLE RECREATION CENTERGENERAL OPERATING SUPPORTPCCHURCHVILLE, MD, US$300
Filing and Contact Details

Filer

Filer Name
Roth Family Foundation
EIN
95-4479497
Phone
5039533780
Address
13363 S IRON MOUNTAIN BLVD, PORTLAND, OR 97219

Signing Officer

Name
Stephen a Roth
Title
President
Phone
5039533780
Signed
2025-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Advisory LLC
Address
400 SPECTRUM CENTER DR SUITE 400, IRVINE, CA 92618
Preparer
Paul Nuttall
Phone
9492243300
Raw XML AppendixShowing 400 of 851 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/Amt04007
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02003
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02004
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VANGUARD TECHNOLOGY ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ISHARES CORE US AGGREGATE BD ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2LOOMISSAYLES BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3PIMCO INTERNATIONAL BOND FD(USD HEDGED) INSTL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt038491
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt161866
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2150000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt37494
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0195245
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt156008
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2152862
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt36909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt120557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt517840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt619239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt79498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt922569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt102835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt122862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1316416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt144871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1544546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1712142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt188681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1911120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2014605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2214281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2329159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt245061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2510119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt265363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2737300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2841287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29147278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt042593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt135520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2127512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt323971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt421497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt540150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt633756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt721862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8103403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt940745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1047705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1124165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1333406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1571604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt166294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1713370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1811815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1915025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2015775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2214009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2332518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt245505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2529310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt265345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2767841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28558043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29949562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30120694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET INC SHS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CISCO SYSTEMS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ISHARES S&P 100 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6NATIXIS LOOMIS SAYLES GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9OAKMARK SELECT FUND INSTL CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11SPDR US FINANCIAL SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12UNITED PARCEL SVCCLB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13VANGUARD S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BAIRD MIDCAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES RUSSELL MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MFS MID CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ALLSPRING SPECIAL SMALL CAP VALUE FUND CL INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CONESTOGA SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ISHARES RUSSELL 200 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20HARDING LOEVNER FDS INC INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MEITUAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22OAKMARK INTL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23VANGUARD FTSE DEVELOPED MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24VANGUARD FTSE EMERGING MKTS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25TENCENT HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26WISDOMTREE EMERGING MARKETS HIGH DIV. FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27VANGUARD EMERGING MARKETS STOCK INDEX ADMIRAL CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28VANGUARD GROWTH INDEX ADMIRAL CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29VANGUARD LARGE CAP INDEX ADMIRAL CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30BLACKSTONE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt069795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt126522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2138225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt311470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD FTSE DEVELOPED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD FTSE EMERGING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD TOTAL STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SPDR GOLD TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt072926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt128758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2188377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt315738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt064607
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt061633
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt087
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0126327
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0126327
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02003
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02004
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04007
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0178360
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0178360
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0208976
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt064952
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt064607
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0144692
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0365412
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt061633
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt057854
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04694
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04694
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0487
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0180413
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07185
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0190611
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt065039
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0335303
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02053
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07185
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0596895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-235844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-235844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0361051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-231483
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0144692
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0208976
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01593275
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01448583
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01384299
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0160316
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0160316
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0160316
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0161120
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0804
IRS990PF/DistributableAmountGrp/TotalTaxAmt0804
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0804
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0804
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0804
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02913
IRS990PF/FMVAssetsEOYAmt03625317
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021950
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt042736
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt042736
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0179565
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0257851
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0411024
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0544871
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0551094
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02523077
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt056075
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt056075
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0466705
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0246012
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0305799
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01448583
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01384299
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0291567
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0342681
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0342681
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01504658
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01440374
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03625317
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt056075
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt056075
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01504658
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01440374
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01448583
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01384299
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03271473
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0382643
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02888830
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt049072
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0161120
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03222401
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03271473
IRS990PF/NameChangeInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN ROTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEAN ROTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BENJAMIN D ROTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3REBECCA A ROTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt013363 S IRON MOUNTAIN BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt113363 S IRON MOUNTAIN BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt213363 S IRON MOUNTAIN BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt313363 S IRON MOUNTAIN BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd297219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd397219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0180413
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0180413
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEPHEN A ROTH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt013363 S IRON MOUNTAIN BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097219
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05039533780
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEPHEN ROTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt59000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt68000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt77000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt132500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt142500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt152500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt162500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt172500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt182500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt192500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt202000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt212000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt222000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt232000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt242000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt251560
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt261000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt271000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt281000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt291000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt301000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt311000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt321000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt331000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt341000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt351000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt361000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt371000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt381000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt39500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt40500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATING SUPPORT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,440,374
Liabilities
$56,075
Net assets
$1,384,299
Revenue
$335,303
Expenses
$190,611
Net income
$144,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.06$1.38$0.34$0.19$0.14
2023Summary only. Only limited summary data is available for this year.$1.50$0.06$0.29$0.14$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.06$1.36$0.38$0.14$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.06$1.25$0.48$0.16$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.06$1.76$0.44$0.19$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.06$1.51$0.62$0.15$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.06$1.11$0.84$0.13$0.71
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.06$0.68$0.37$0.05$0.32
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.06$0.40$0.25$0.07$0.19
2015Summary only. Only limited summary data is available for this year.$0.34$0.06$0.11$0.04$0.07
2014Summary only. Only limited summary data is available for this year.$0.30$0.06$0.18$0.11$0.08
2013Summary only. Only limited summary data is available for this year.$0.27$0.06$0.11$0.09$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.24$0.06$0.19$0.06
2011Summary only. Only limited summary data is available for this year.$0.10$0.05$0.00$0.06$0.06