Mary Clara Allison Charitable Trust, Charities in Portland, Oregon (OR)

Mary Clara Allison Charitable Trust, Charities
Employer Identification Number (EIN)	846304177
Name of Organization	Mary Clara Allison Charitable Trust
Secondary Name	Charities
In Care of Name	U S Bank N A Trust
Address	PO BOX 3168, Portland, OR 97208-3168
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	02/1998
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	06/2014
Assets	$1,000,000 to $4,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$2,776,170
Amount of Income	$3,064,981
Form 990 Revenue Amount	$96,015
National Taxonomy of Exempt Entities (NTEE)	Philanthropy, Voluntarism and Grantmaking Foundations:

Non-representatives - add comments:

Amount of income in 2014: $3,064,981 (it was $214,660 in 2013)

This organization:	$3,064,981
Other organizations performing similar types of work:	$161,555

Assets in 2014: $2,776,170 (it was $2,486,158 in 2013)

This organization:	$2,776,170
Other organizations performing similar types of work:	$432,086

Expenses in 2014: $180,415

Mary Clara Allison Charitable Trust, Charities:	$180,415
Other organizations performing similar types of work:	$61,941

Income to expenses ratio in 2014: 17.0

This organization:	17.0
Other organizations performing similar types of work:	2.8

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2014)
Total revenue	$470,427	$470,427	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$5,906
Dividends and interest from securities	$57,476
Gross rents	$0
Gross sales price for all assets	$3,001,599
Gross profit from sales of goods	$0
Other income	$0
Other	$407,045
Total expenses and disbursements	$180,415	$35,712	$0	$143,851
Compensation of officers, directors, trustees, etc.	$40,648
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$200
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$45,034	$35,712		$8,470
Contributions, gifts, grants paid	$135,381
Excess of revenue over expenses and disbursements	$290,012
Net investment income		$434,715
Adjusted net income			$0

	2012		2013		2014
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$2,562,538	$2,763,083	$2,486,158	$2,860,134	$2,776,170	$3,081,154
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$0		$0		$0
Investments-corporate bonds	$202,266		$152,687		$154,870
Investments-mortgage loans	$0		$0		$0
Investments-other	$2,340,329		$2,288,959		$2,516,443
Other assets	$0		$0		$0
Total liabilities	$0		$0		$0
Total liabilities and net assets/fund balances	$2,562,538		$2,486,158		$2,776,170

	2012	2013	2014
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$0	$30,088	$407,045
Net capital loss	$-9,527	$0	$0

	2012	2013	2014
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$390	$621	$4,347
Total credits and payments	$668	$390	$621
Current year estimated tax payments and previous year's overpayment credited to current year	$668	$390	$621
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	$231	$3,726
Overpayment	$278	$0	$0
Amount to be credited to next year's estimated tax	$278	$0	$0

	2012	2013	2014
Statements Regarding Activities
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?	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?	No	No	No
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?	No	No	No
Has the foundation filed a tax return on Form 990-T for this year?	No	No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?	Yes	Yes	Yes
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?	No	No	No
Did any persons become substantial contributors during the tax year?	No	No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?	No	No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?	Yes	Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041	No	No	No

	2012	2013	2014
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	Yes	Yes	Yes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No
Agree to pay money or property to a government official?	No	No	No
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?	No	No	No
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?	No	No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
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?	No	No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
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?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
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?	No	No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No
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)?	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No
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?	No	No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?	No	No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?	No	No	No

	2012	2013	2014
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$2,831,819	$2,823,899	$3,037,923
Net value of noncharitable-use assets	$2,789,342	$2,880,041	$2,992,354
Minimum investment return	$139,467	$144,002	$149,618

	2012	2013	2014
Distributable Amount
Distributable amount	$139,077	$143,381	$145,271

	2012	2013	2014
Undistributed Income
Distributable amount for this year	$139,077	$143,381	$145,271
Undistributed income for this year. This amount must be distributed in the next year	$132,301	$135,150	$136,570

	2014	2013	2012	2011	Total
Private Operating Foundations (for 2011 - 2014)
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

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2014)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$5,906	$0
Dividends and interest from securities	$57,476	$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:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	W T Anderson Trust Uw 7	PO BOX 40200 FL9-100-10-19, Jacksonville, FL 32203-0200	FL	1997-05	$14,399,004
2	Saint Marys Home For Disabled Children Foundation	6171 Kempsville Cir, Norfolk, VA 23502-3930	VA	1998-05	$9,117,444
3	The John P & Constance A Curran Charitable Foundation	100 Scarborough Sta Rd, Scarborough, NY 10510-2028	NY	1997-08	$8,476,230
4	Tr Uw Of Jacob R Marcus Fbo Nettie And Merle J Marcus Memorial	PO BOX 1118, Cincinnati, OH 45201-1118	OH	1998-03	$5,158,943
5	Youth Foundation	PO BOX 309, Vail, CO 81658-0309	CO	1998-06	$3,183,916
6	Mary Clara Allison Charitable Trust, Charities	PO BOX 3168, Portland, OR 97208-3168	OR	1998-02	$3,064,981
7	Williamsburg Community School District Foundation	PO BOX 8, Williamsburg, IA 52361-0008	IA	1998-04	$2,883,937
8	St Josephs Health And Retirement Center	2464 E Ojai Ave, Ojai, CA 93023-9638	CA	1946-03	$2,744,911
9	The Philip Cogan Charitable Trust	1721 49th St, Brooklyn, NY 11204-1217	NY	1997-09	$2,743,645
10	Witherbee Foundation	528 Arizona Ave Ste 220, Santa Monica, CA 90401-1442	CA	1996-11	$2,682,747
11	Seedworks Fund, Hagedorn Susan Ttee	C/O Susan Hagedorn 2990 East 17th, Denver, CO 80206	CO	1996-06	$2,338,202
12	The Littlejohn Family Foundation	18 W Harris St, Savannah, GA 31401-4354	GA	1997-08	$1,856,653
13	Friends Of Paul Bunyan Foundation	PO BOX 12339, Salem, OR 97309-0339	OR	1998-01	$561,953
14	Mcdougal Foundation Inc	188 W B St Ste O, Springfield, OR 97477-4593	OR	1996-08	$347,439
15	Oregon Restaurant And Lodging Association Education Foundation	8565 Sw Salish Lane, Wilsonville, OR 97070-6901	OR	1992-03	$89,898
16	Dussin Family Charitable Trust, Dussin Guss Ttee	0715 Sw Bancroft St, Portland, OR 97239-4273	OR	1998-04	$45,271
17	Southern Oregon Historical Society Foundation	106 N Central Ave, Medford, OR 97501-5926	OR	1996-11	$2,396
18	Gateway America Inc	PO BOX 817, Gold Hill, OR 97525-0817	OR	1998-04	$150
19	Louis And Ruth Romoff Charitable Foundation	601 Sw 2nd Ave Ste 2100, Portland, OR 97204-3158	OR	1997-05	$15
20	Hrf Of America	837 Sw 1st Ave, Portland, OR 97204-3307	OR	1994-10	$0

Number of organizations performing similar types of work

Alaska	2
Alabama	4
Arkansas	2
Arizona	5
California	55
Colorado	9
Connecticut	3
District of Columbia	4
Delaware	1
Florida	24
Georgia	3
Hawaii	1
Iowa	4
Idaho	2
Illinois	20
Indiana	5
Kansas	2
Kentucky	2
Louisiana	2
Massachusetts	16
Maryland	9
Maine	3
Michigan	8
Minnesota	3
Missouri	4

Mississippi	2
Montana	1
North Carolina	16
Nebraska	4
New Hampshire	6
New Jersey	8
New Mexico	1
Nevada	3
New York	37
Ohio	10
Oklahoma	3
Oregon	9
Pennsylvania	18
Rhode Island	3
South Carolina	1
South Dakota	2
Tennessee	2
Texas	25
Utah	9
Virginia	9
Vermont	2
Washington	13
Wisconsin	4
West Virginia	6

Total

387

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