Pass It On Foundation in Medford, Oregon (OR)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Organizations performing similar types of work
Pass It On Foundation | |
Employer Identification Number (EIN) | 900130023 |
Name of Organization | Pass It On Foundation |
In Care of Name | James Beard |
Address | 711 Medford Ctr Pmb 126, Medford, OR 97504-6772 |
Subsection | Charitable Organization |
Ruling Date | 02/2006 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 10/2013 |
Assets | $100,000 to $499,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $131,496 |
Amount of Income | $101,369 |
Form 990 Revenue Amount | $31,113 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $101,369 (it was $29,700 in 2012)
Pass It On Foundation: | $101,369 |
Other organizations performing similar types of work: | $103,138 |
Assets in 2013: $131,496 (it was $85,892 in 2012)
This organization: | $131,496 |
Other organizations performing similar types of work: | $338,623 |
Expenses in 2012: $37,369
This organization: | $37,369 |
Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2012: 2.7
Pass It On Foundation: | 2.7 |
Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 97.1%
This organization: | 97.1% |
Other organizations performing similar types of work: | 79.6% |
Revenue for 2012
Expenses for 2012
Assets for 2012
Analysis of Revenue and Expenses (for 2012) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $29,700 | $0 | $0 | |
Contributions, gifts, grants, etc., received | $28,831 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $0 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $869 | |||
Total expenses and disbursements | $37,369 | $0 | $0 | $0 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $3,565 | $0 | $0 | |
Contributions, gifts, grants paid | $33,804 | |||
Excess of revenue over expenses and disbursements | $-7,669 | |||
Net investment income | $0 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $85,892 | $124,392 |
Cash - non-interest-bearing | $892 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $85,000 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $85,892 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $0 |
Excise Tax Based on Investment Income (for 2012) | |
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
Tax based on investment income | $0 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
Overpayment | $0 |
Amount to be credited to 2013 estimated tax | $0 |
Statements Regarding Activities (for 2012) | |
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 |
Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
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 |
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
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 |
Agree to pay money or property to a government official? | No |
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | 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 |
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
Provide a grant to an individual for travel, study, or other similar purposes? | 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 |
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
Minimum Investment Return (for 2012) | |
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $0 |
Net value of noncharitable-use assets | $0 |
Minimum investment return | $0 |
Distributable Amount (for 2012) | |
Distributable amount | $0 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $0 |
Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
Private Operating Foundations (for 2012) | |||||
2012 | 2011 | 2010 | 2009 | Total | |
---|---|---|---|---|---|
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 |
Unrelated Trade or Business Income (for 2007) | |||
Income | Expenses | Net | |
---|---|---|---|
Total | $35,528 | $24,626 | $10,902 |
Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
Cost of goods sold | $0 | $0 | $0 |
Gross profit | $0 | $0 | $0 |
Capital gain net income | $198,721 | $0 | $19,872 |
Net gain | $156,561 | $0 | $15,656 |
Capital loss deduction for trusts | $0 | $0 | $0 |
Income (loss) from partnerships and S corporations | $0 | $0 | $0 |
Rent income | $0 | $0 | $0 |
Unrelated debt-financed income | $0 | $24,626 | $24,626 |
Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
Exploited exempt activity income | $0 | $0 | $0 |
Advertising income | $0 | $0 | $0 |
Other income | $0 | $0 | $0 |
Deductions Not Taken Elsewhere (for 2007) | |
Total deductions | $0 |
Compensation of officers, directors, and trustees | $0 |
Salaries and wages | $0 |
Repairs and maintenance | $0 |
Bad debts | $0 |
Interest | $0 |
Taxes and licenses | $0 |
Charitable contributions | $0 |
Depreciation | $0 |
Depletion | $0 |
Contributions to deferred compensation plans | $0 |
Employee benefit programs | $0 |
Excess exempt expenses | $0 |
Excess readership costs | $0 |
Other deductions | $0 |
Unrelated business taxable income | $9,879 |
Unrelated business taxable income before net operating loss deduction | $10,902 |
Net operating loss deduction | $1,023 |
Unrelated business taxable income before specific deduction | $9,879 |
Specific deduction | $0 |
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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Sanders Family Foundation | 1800 Blankenship Rd Ste 450, West Linn, OR 97068-4198 | OR | 2007-02 | $15,648,578 |
2 | The Renaissance Foundation | PO BOX 80516, Portland, OR 97280-1516 | OR | 2001-05 | $4,440,642 |
3 | Storms Family Foundation | 25 Nw 23rd Pl Ste 6 Pmb 325, Portland, OR 97210-5580 | OR | 2008-04 | $3,823,822 |
4 | The Leightman Maxey Foundation, Harris Dee Ann Ttee | PO BOX 907, Medford, OR 97501-0065 | OR | 2004-03 | $3,742,995 |
5 | Barbara Emily Knudson Foundation | 3637 Ne Sandy Blvd Ste 203, Portland, OR 97232-1978 | OR | 2010-09 | $2,246,971 |
6 | Hugh And Margie Colson Family Foundation | PO BOX 3407, Salem, OR 97302-0407 | OR | 2013-01 | $2,084,042 |
7 | W Glen Boyd Charitable Foundation | 25 Nw 23rd Pl Ste 6 Pmb 246, Portland, OR 97210-5580 | OR | 2002-02 | $1,449,197 |
8 | Shauna M And Kevin B Flanigan Family Foundation | 333 South State Street, Lake Oswego, OR 97034-3932 | OR | 2008-10 | $1,382,175 |
9 | The Romines Family Foundation | 2937 Nw Fitzgerald Ct, Bend, OR 97701-5442 | OR | 2006-03 | $1,375,686 |
10 | Roots For Success Charitable Foundation | PO BOX 1928, Bend, OR 97707-1928 | OR | 2001-04 | $1,262,298 |
11 | Crossroads Foundation Sunshine Brooks Permanent Fund Endowment Tr | PO BOX 3168, Portland, OR 97208-3168 | OR | 2004-02 | $908,284 |
12 | Toll & Wagner Family Foundation | 535 Lincoln Rd, Grants Pass, OR 97526-5838 | OR | 2003-01 | $907,118 |
13 | Smith Family Foundation | PO BOX 2058, Wilsonville, OR 97070-2058 | OR | 2004-10 | $878,553 |
14 | Scholarship Fund Of The Gateway Masonic Lodge 175 A F & A M Inc | 15 Nw 17th Pl, Warrenton, OR 97146-9728 | OR | 2002-05 | $573,657 |
15 | Simple Actions Family Foundation | 8045 Nw Skillings Dr, Corvallis, OR 97330-2724 | OR | 2009-08 | $538,090 |
16 | Rodger A Graef Foundation | PO BOX 3168, Portland, OR 97208-3168 | OR | 2001-06 | $429,085 |
17 | The Rhines Foundation | 01605 Sw Comus St, Portland, OR 97219-7858 | OR | 2003-03 | $407,438 |
18 | Tingley Family Foundation | PO BOX 70, Jefferson, OR 97352-0070 | OR | 2011-10 | $394,200 |
19 | Hibler Franke Foundation | 282 Nw Macleay Blvd, Portland, OR 97210-3374 | OR | 2010-05 | $379,573 |
20 | Wieden Family Public Foundation | 1221 Sw Yamhill St Ste 100, Portland, OR 97205-2108 | OR | 2000-06 | $374,845 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 20,448 |
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