Harrie Morehouse Deceased Tuw in Portland, Oregon (OR)

Organization representatives - add corrected or new information about Harrie Morehouse Deceased Tuw »

Non-representatives - add comments about Harrie Morehouse Deceased Tuw»

Harrie Morehouse Deceased Tuw
Employer Identification Number (EIN)936019483
Name of OrganizationHarrie Morehouse Deceased Tuw
In Care of NameTrust Division U S N B
AddressPO BOX 3168, Portland, OR 97208-3168
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date01/1971
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$352,890
Amount of Income$38,942
Form 990 Revenue Amount$43,330


Non-representatives - add comments:


CAPTCHA

Your IP address 54.211.203.45 will be logged.

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$11,226$11,226$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$8,089
Gross rents$0
Gross sales price for all assets$30,853
Gross profit from sales of goods$0
Other income$0
Other$3,137
Total expenses and disbursements$30,835$6,579$0$24,255
Compensation of officers, directors, trustees, etc.$7,085
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$1,500
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$8,835$6,579$2,255
Contributions, gifts, grants paid$22,000
Excess of revenue over expenses and disbursements$-19,609
Net investment income$4,647
Adjusted net income$0
Balance Sheets
201220132014
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$378,575$389,574$372,449$403,469$352,890$431,138
Cash - non-interest-bearing$255$226$0
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$305,744$308,213$297,825
Investments-corporate bonds$64,331$60,283$42,783
Investments-mortgage loans$0$0$0
Investments-other$0$0$0
Other assets$0$0
Total liabilities$1$1$1
Mortgages and other notes payable$0$0$0
Other liabilities$0$0
Total liabilities and net assets/fund balances$378,575$372,449$352,890
Capital Gains and Losses for Tax on Investment Income
201220132014
Capital gain net income$34,487$13,321$3,137
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201220132014
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$371$159$46
Total credits and payments$16$372$160
Current year estimated tax payments and previous year's overpayment credited to current year$16$372$160
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$0$0
Overpayment$213$114
Amount to be credited to next year's estimated tax$0$160$48
Statements Regarding Activities
201220132014
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201220132014
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201220132014
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$394,081$407,292$421,478
Net value of noncharitable-use assets$401,183$415,156
Minimum investment return$19,409$20,059$20,758
Distributable Amount
201220132014
Distributable amount$19,038$19,900$20,712
Undistributed Income
201220132014
Distributable amount for this year$19,038$19,900$20,712
Undistributed income for this year. This amount must be distributed in the next year$16,485$15,104$11,561
Private Operating Foundations (for 2011 - 2014)
2014201320122011Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$8,089$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Harrie Morehouse Deceased Tuw to others? (optional)
  
Add photo of Harrie Morehouse Deceased Tuw (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Oregon
IdNameAddressStateEstablishedTotal Income
1Harney County Senior And Community Services CenterPO BOX 728, Burns, OR 97720-0728OR1985-12$1,219,528
2Harney County Watershed Council Inc450 N Buena Vista Ave Ste 4, Burns, OR 97720-1533OR1999-09$75,866
3Harney Electric Cooperative IncPO BOX 587, Hines, OR 97738-0587OR1959-10$11,768,873
4Harney Helping Organization For Personal Emergencies85 N Date Ave, Burns, OR 97720-2120OR1983-10$167,706
5Harney Pioneer Homes Inc210 Roe Davis Ave, Hines, OR 97738-9406OR1994-05$1,281,729
6Harney Senior Housing Inc210 Roe Davis Ave, Hines, OR 97738-9406OR2001-08$102,102
7Harold & Wilma Haller Fdn Trust 1845901PO BOX 3168, Portland, OR 97208-3168OR1996-08$19,148
8Harold C & Jessie M Hudson Trus 51-6195-5, Idaho First Natl Bank TteePO BOX 3168, Portland, OR 97208-3168OR1998-12$282,797
9Harold Cummings Test Tr 99027080PO BOX 3168, Portland, OR 97208-3168OR1997-04$200,531
10Harold Oliver Parents & Educators15811 Se Main St, Portland, OR 97233-3201OR1996-08$7,638
11Harrie Morehouse Deceased TuwPO BOX 3168, Portland, OR 97208-3168OR1971-01$38,942
12Harrington Family Foundation708 Ne Royal Ct, Portland, OR 97232-2671OR2002-10$803,605
13Harris Private SchoolPO BOX 347, Harrisburg, OR 97446-0347OR2001-09$255,348
14Harrisburg Booster Club25405 Malpass Road, Harrisburg, OR 97446OR1998-05$17,818
15Harrisburg Harvesters Gleaners Inc93320 Dorsey Ln, Junction City, OR 97448-9502OR2008-04$216,486
16Harry & Dorothy S Murphy Foundation01925 Sw Military Rd, Portland, OR 97219-8351OR1954-03$88,029
17Harry A Merlo Foundation Inc1001 Se Sandy Blvd, Portland, OR 97214-1331OR1989-04$1,035,370
18Harry W Vicksman And Louis L Vicksman Charitable TrustPO BOX 3168, Portland, OR 97208-3168OR1996-01$1,914,093
19Harvard Business School Association Of Oregon5265 Sw Humphrey Blvd, Portland, OR 97221OR1993-11$0
20Harvest House Foundation990 Owen Loop N, Eugene, OR 97402-9173OR2003-02$134,740

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Harrie Morehouse Deceased Tuw and has no official or unofficial affiliation with Harrie Morehouse Deceased Tuw