Wilbur V Harlan Scholarship Trust in Philomath, 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
- Other organizations in Oregon
| Wilbur V Harlan Scholarship Trust | |
| Employer Identification Number (EIN) | 261464038 |
| Name of Organization | Wilbur V Harlan Scholarship Trust |
| In Care of Name | Sherry R Harlan |
| Address | 2565 Newgate Dr, Philomath, OR 97370-9541 |
| Subsection | Charitable Organization |
| Ruling Date | 05/2010 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 08/2012 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $10,300,251 |
| Amount of Income | $394,729 |
| Form 990 Revenue Amount | $377,064 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Educational Services and Schools - Other |
Non-representatives - add comments:
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 | $394,717 | $394,631 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $48 | |||
| Dividends and interest from securities | $386,367 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $36 | |||
| Other | $8,266 | |||
| Total expenses and disbursements | $159,333 | $10,084 | $0 | $144,096 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $15,237 | $10,084 | $0 | |
| Contributions, gifts, grants paid | $144,096 | |||
| Excess of revenue over expenses and disbursements | $235,384 | |||
| Net investment income | $384,547 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $10,300,251 | $10,107,505 |
| Cash - non-interest-bearing | $6,078 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $9,486,087 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $808,086 | |
| Total liabilities | $144,096 | |
| Mortgages and other notes payable | $0 | |
| Other | $144,096 | |
| Total liabilities and net assets/fund balances | $10,156,155 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $8,266 |
| 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 | $7,691 |
| Total credits and payments | $2,814 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,814 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $9 |
| Tax due | $4,886 |
| 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 | $9,519,402 |
| Net value of noncharitable-use assets | $9,376,620 |
| Minimum investment return | $468,831 |
| Distributable Amount (for 2012) | |
| Distributable amount | $461,140 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $461,140 |
| 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 |
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| Other organizations in Oregon | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Whispering Winds Youth Ranch | 14755 Ne Springbrook Rd, Newberg, OR 97132-7243 | OR | 2010-02 | $11,270 |
| 2 | White Bird | 5620 Sw Edgemont Pl, Portland, OR 97239-2707 | OR | 1999-06 | $1,279,278 |
| 3 | White Bird Clinic | 341 E 12th Ave, Eugene, OR 97401-3212 | OR | 1971-05 | $3,843,951 |
| 4 | White City Charitable Foundation | P O Box 2796, White City, OR 97503 | OR | 2000-01 | $0 |
| 5 | White Horse Ministries | 19740 Wildwood Dr, West Linn, OR 97068-2246 | OR | 2001-10 | $104,751 |
| 6 | White Rose Educational Fund Incorporated | PO BOX 3882, Portland, OR 97208-3882 | OR | 2005-12 | $17,876 |
| 7 | White Wolf Sanctuary | PO BOX 65, Tidewater, OR 97390-0065 | OR | 1999-10 | $122,993 |
| 8 | Whole Child Montessori Center Inc | 5909 Se 40th Ave, Portland, OR 97202-7514 | OR | 1993-08 | $393,646 |
| 9 | Whole Systems Foundation | PO BOX 1917, Jacksonville, OR 97530-1917 | OR | 1974-04 | $37,605 |
| 10 | Whoozits Whatsits Gadgets & Widgets Inc | 58 W 5th St, Coquille, OR 97423-1205 | OR | 2006-12 | $54,260 |
| 11 | Wilbur V Harlan Scholarship Trust | 2565 Newgate Dr, Philomath, OR 97370-9541 | OR | 2010-05 | $394,729 |
| 12 | Wild Canyon Events Inc | PO BOX 2017, Beaverton, OR 97075-2017 | OR | 2008-10 | $487,812 |
| 13 | Wild Hope Inc, Sierra Treks Littlefoot Expeditions | 15187 Highway 66, Ashland, OR 97520-9439 | OR | 1993-06 | $105,936 |
| 14 | Wild Salmon Center | 721 Nw 9th Ave Ste 300, Portland, OR 97209-3446 | OR | 1992-10 | $3,500,294 |
| 15 | Wildlife Center Of The North Coast | 89686 Highway 202, Astoria, OR 97103-8170 | OR | 1997-10 | $78,233 |
| 16 | Wildlife Images Rehabilitation And Education Center | PO BOX 36, Merlin, OR 97532-0036 | OR | 1982-04 | $869,083 |
| 17 | Wildlife Society Inc, Oregon Chapter | PO BOX 2378, Corvallis, OR 97339-2378 | OR | 1969-12 | $81,245 |
| 18 | Wildlife Warriors Usa Inc | PO BOX 2745, Eugene, OR 97402-0253 | OR | 2003-02 | $47,021 |
| 19 | Willamettans Inc | PO BOX 969, Marcola, OR 97454-0969 | OR | 1953-12 | $274,899 |
| 20 | Willamette Agility Group | 579 Sweetwater Ln, Eugene, OR 97404-7008 | OR | 2001-01 | $55,668 |
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