2024-11-15T11:19:22-06:00 2023-12-31 850203431 REDW LLC 475 COTTAGE STREET NE SUITE 200 SALEM OR 97301 990 2023-01-01 930817536 OREGON LAW FOUNDATION OREG 5034473353 PO BOX 8367 PORTLAND OR 97207 WILLIAM PENN EXECUTIVE DIRECTOR 5034473353 2024-11-12 1 0 RYAN T PASQUARELLA CPA P01304274 5035817788 2024-11-05 2023 2024-10-15 13:58:12Z X WILLIAM PENN PO BOX 8367 PORTLAND OR 97207 8438190 0 X WWW.OREGONLAWFOUNDATION.ORG X 1981 OR TO BUILD A MORE EQUITABLE LEGAL SYSTEM TO SUPPORT AND FUND JUSTICE FOR ALL IN OREGON. 12 12 0 13 0 0 29540 100293 2272163 7647487 16448 167369 0 0 2318151 7915149 2208809 2111395 0 0 123104 174132 0 0 0 165177 318943 2497090 2604470 -178939 5310679 2736939 8219765 175556 71982 2561383 8147783 X THE OREGON LAW FOUNDATION BUILDS A MORE EQUITABLE LEGAL SYSTEM TO SUPPORT AND FUND JUSTICE FOR ALL IN OREGON BY:-ENSURING ACCESS TO CIVIL LEGAL HELP FOR PEOPLE WITH LOW INCOMES, OR WHO EXPERIENCE OTHER SYSTEMIC BARRIERS;-PROMOTING EQUITY, DIVERSITY, AND INCLUSION IN THE LEGAL COMMUNITY; AND-EDUCATING THE PUBLIC ABOUT THE LAW AND THE LEGAL SYSTEM. 0 0 2379505 2111395 7647487 THE OREGON LAW FOUNDATION GRANTED APPROXIMATELY $2.1 MILLION TO BUILD A MORE EQUITABLE LEGAL SYSTEM TO SUPPORT AND FUND JUSTICE FOR ALL IN OREGON BY PROVIDING CIVIL LEGAL HELP, PROMOTING EDI IN THE LEGAL COMMUNITY, AND EDUCATING THE PUBLIC ABOUT THE LEGAL SYSTEM. THE FOUNDATION CONTINUED TO COLLABORATE WITH BANKING OFFICIALS BY CREATING THE LEADERSHIP BANKER ADVISORY COMMITTEE, EDUCATED LAWYERS ABOUT IOLTAS, AND ACTIVELY PARTICIPATED IN NATIONAL EFFORTS THROUGH THE NATIONAL ASSOCIATION OF IOLTA PROGRAMS. THE FOUNDATION BEGAN RESEARCHING CONSUMER DEBT LAWSUITS IN COLLABORATION WITH THE OREGON JUDICIAL DEPARTMENT AND THE PEW CHARITABLE TRUSTS. THE OLF IS WORKING TOWARDS AN OREGON WHERE THE LEGAL SYSTEM IS TRUSTED, FAIR, ACCESSIBLE, AND SERVES THE NEEDS OF ALL. 2379505 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 1 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 0 0 OR X X THE ORGANIZATION 5034473353 PO BOX 8367 PORTLAND OR 97207 G VALERIE COLAS DIRECTOR 1.00 X 0 0 0 CHANPONE SINLAPASAI DIRECTOR 1.00 X 0 0 0 ELISE BOUNEFF SECRETARY 1.00 X X 0 0 0 RANDY COMPTON TREASURER 1.00 X X 0 0 0 DAVID ROSEN DIRECTOR 1.00 X 0 0 0 KRISTEN CONNOR DIRECTOR 1.00 X 0 0 0 LAURA SHIPLEY-STROBBE DIRECTOR 1.00 X 0 0 0 JUSTIN THORP PRESIDENT-ELECT 1.00 X X 0 0 0 BRENT HALL DIRECTOR 1.00 X 0 0 0 RIMA GHANDOUR PRESIDENT 1.00 X X 0 0 0 MAGALI SOSA-TIRADO DIRECTOR (UNTIL 7/23) 1.00 X 0 0 0 DEBRA VELURE DIRECTOR 1.00 X 0 0 0 BONNIE RICHARDSON DIRECTOR (SINCE 9/23) 1.00 X 0 0 0 WILLIAM PENN EXECUTIVE DIRECTOR 35.00 X 0 113105 27198 0 113105 27198 0 0 0 0 0 30000 70293 850 100293 IOLTA RECEIPTS 525920 7647487 7647487 7647487 103839 103839 586571 523041 63530 63530 63530 7915149 7647487 0 167369 2111395 2111395 174132 69653 104479 38342 38342 14350 14350 15886 15886 182956 131281 51675 41309 41309 6893 6893 1217 1217 8043 8043 233 233 IOLTA FEES 9714 9714 2604470 2379505 224965 0 279505 418846 838570 1229141 1320919 5654877 297945 916901 2736939 8219765 4700 13728 154270 16586 58254 175556 71982 X 1878958 7520573 682425 627210 2561383 8147783 2736939 8219765 5310679 275721 0 X 0 1 X 0 0 X 59970 42930 39739 29540 100293 272472 2671330 1776804 1514789 2272163 7647487 15882573 2731300 1819734 1554528 2301703 7747780 16155045 0 0 0 16155045 98744 59631 43466 37690 103839 343370 98744 59631 43466 37690 103839 343370 14 28 42 2830058 1879393 1597994 2339393 7851619 16498457 0.97920 0.96590 0.02080 0.03410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 47890 37673 39966 1 1 571511 193930 185364 8566 571511 571511 184134 -175581 8553 571511 571511 197927 197927 571511 571511 176773 176773 571511 540970 187381 156840 571511 1.00000 1 0 0 ACCRUED INTEREST RECEIVABLE 896901 DONATED ART 20000 916901 DUE TO OREGON STATE BAR 58254 58254 X 8165395 275721 275721 7889674 25475 25475 7915149 2578995 0 2578995 25475 25475 2604470 PART V, LINE 4: THE EARNINGS FROM THE ENDOWMENT WILL BE TRANSFERRED TO THE GENERAL FUND AND BE AVAILABLE FOR DISTRIBUTION TO GRANTEES. PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS ACCOUNTING STANDARDS CODIFICATION (ASC) ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES 740. ASC 740 PRESCRIBES A THRESHOLD FOR DETERMINING WHEN AN INCOME TAX BENEFIT CAN BE RECOGNIZED, WHICH IS A HIGHER THRESHOLD THAN THE ONE IMPOSED FOR CLAIMING DEDUCTIONS ON INCOME TAX RETURNS. ASC 740 DOES NOT HAVE ANY SIGNIFICANT IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUTES OF LIMITATIONS ON THOSE TAX RETURNS. IN GENERAL, THE FEDERAL AND STATE INCOME TAX RETURNS HAVE A THREE YEAR STATUTE OF LIMITATIONS. THE FOUNDATION WOULD RECOGNIZE ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX PROVISIONS, IF ANY, AS PART OF THE INCOME TAX PROVISION. PART XI, LINE 4B - OTHER ADJUSTMENTS: IOLTA SERVICE CHARGES 9,714. INVESTMENT FEES 15,761. PART XII, LINE 4B - OTHER ADJUSTMENTS: IOLTA SERVICE CHARGES 9,714. INVESTMENT FEES 15,761. 1 CATHOLIC CHARITIES 901 SE OAK STREET SUITE 105 PORTLAND OR 97214 930386801 501(C)(3) 78750 0 FUNDING TO ADD ATTORNEY FOR ASYLUM SEEKERS AND OFFICE SPACE CENTER FOR NON PROFIT LEGAL SERVICES PO BOX 1586 MEDFORD OR 97501 237227761 501(C)(3) 66000 0 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS CLACKAMAS WOMEN'S SERVICES 256 WARNER MILNE RD OREGON CITY OR 97045 930900119 501(C)(3) 20000 0 FUNDING TO PROVIDE SERVICES TO LOW INCOME OREGONIANS CIVICS LEARNING PROJECT 1300 SW 6TH AVENUE SUITE 190 PORTLAND OR 97201 930847940 501(C)(3) 15000 0 GENERAL PROGRAM SUPPORT DISABILITY RIGHTS OREGON 511 SW 10TH AVENUE SUITE 200 PORTLAND OR 97205 930686170 501(C)(3) 100000 0 FUNDING TO PROVIDE SERVICES TO OREGONIANS WITH DISABILITIES ECUMENICAL MINISTRIES OF OREGON - SOAR 7931 NE HALSEY ST STE 302 PORTLAND OR 97213 930625359 501(C)(3) 45150 0 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME REFUGEES & IMMIGRANTS IMMIGRANT AND REFUGEE COMMUNITY ORGANIZATION 10301 NE GLISAN STREET PORTLAND OR 97220 930806295 501(C)(3) 42000 0 FUNDING TO ASSIST FAMILIES TO BECOME SELF-SUFFICIENT AND INTEGRATED INTO OREGON SOCIETY. IMMIGRATION COUNSELING SERVICE 519 SW PARK AVENUE NO 610 PORTLAND OR 97205 930696480 501(C)(3) 173250 0 FUNDING TO PROVIDE IMMIGRANT LEGAL SERVICES TO LOW INCOME FAMILIES LEGAL AID SERVICES OF OREGON 520 SW SIXTH AVENUE NO 1130 PORTLAND OR 97204 930635480 501(C)(3) 251353 0 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS MULTNOMAH VOLUNTEER LAWYERS PROJECT 520 SW SIXTH AVENUE NO 1130 PORTLAND OR 97204 930635480 501(C)(3) 14500 0 GENERAL PROGRAM SUPPORT NEW AVENUES FOR YOUTH 1220 SW COLUMBIA ST PORTLAND OR 972013316 930910213 501(C)(3) 60000 0 FUNDING TO PROVIDE A PATH OF HOPE AND POSSIBILITIES TO HOMELESS AND AT-RISK YOUNG PEOPLE. NORTHWEST WORKERS JUSTICE PROJECT 812 SW WASHINGTON PORTLAND OR 97205 061669651 501(C)(4) 40000 0 FUNDING TO PROVIDE SERVICES TO LOW INCOME OREGONIANS OREGON LAW CENTER 522 SW FIFTH AVENUE STE 812 PORTLAND OR 97204 931194564 501(C)(3) 864042 0 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS OREGON STATE BAR OLIO PROGRAM 16037 SW UPPER BOONES FERRY RD TIGARD OR 97224 930601174 13600 0 FUNDING FOR RECRUITING AND RETAINING PROGRAMS TO INCREASE RACIAL AND ETHNIC MINORITY DIVERSITY OF THE OREGON STATE BOARD OPPORTUNITIES FOR LAW IN OREGON ST ANDREW LEGAL CLINIC 807 NE ALBERTA STREET PORTLAND OR 97211 930739368 501(C)(3) 135000 0 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME RESIDENTS OF METROPOLITAN PORTLAND THE LAWYERS' CAMPAIGN FOR EQUAL JUSTICE 620 SW 5TH AVE STE 1225 PORTLAND OR 97204 931193792 501(C)(3) 30000 0 FUNDING TO PROVIDE SERVICES TO LOW INCOME OREGONIANS YOUTH RIGHTS & JUSTICE 1785 NE SANDY BLVD NO 300 PORTLAND OR 972322791 930900864 501(C)(3) 20000 0 GENERAL PROGRAM SUPPORT LUTHERAN COMMUNITY SERVICES NW 4040 SOUTH 188TH ST NO 3000 SEATAC WA 98188 930386860 501(C)(3) 31500 0 HELP REFUGEES FIND STABILITY IN THE PACIFIC NORTHWEST CATHOLIC COMMUNITY SERVICES OF LANE COUNTY 1025 G STREET SPRINGFIELD OR 97477 930409105 501(C)(3) 26250 0 TO SUPPORT REFUGEE AND IMMIGRANT LEGAL SERVICES PROGRAM CLACKAMAS WORKFORCE PARTNERSHIP 365 WARNER MILNE RD STE 202 OREGON CITY OR 97045 931246270 501(C)(3) 25000 0 FUNDING TO SUPPORT OREGONIANS SEEKING RECORDS EXPUNGEMENT VICTIM RIGHTS LAW CENTER 11 BEACON STREET SUITE 520 BOSTON MA 02108 020588944 501(C)(3) 60000 0 FUNDING TO PROVIDE LEGAL HELP TO SEXUAL ASSAULT VICTIMS IN OREGON 20 1 PART I, LINE 2: AS A CONDITION FOR ACCEPTING A GRANT, EACH GRANTEE, AT THE END OF THE GRANT PERIOD, IS REQUIRED TO PROVIDE THE FOUNDATION WITH AN AUDIT REPORT THAT COVERS THE GRANT PERIOD, PREPARED BY A CPA. THE AUDIT IS TO BE COMPLETED WITHIN SIX MONTHS FOLLOWING THE END OF THE GRANT PERIOD, UNLESS A WRITTEN REQUEST FOR AN EXTENSION IS APPROVED BY THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION IS MANAGED WITHIN THE GUIDELINES OF A CONTRACTUAL AGREEMENT WITH THE OREGON STATE BAR, WHO PROVIDES FACILITIES, EQUIPMENT, ADMINISTRATIVE ASSISTANCE AND MANAGEMENT SERVICES. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN MAY 2023 TO SPECIFY DETAILS OF THE ANNUAL BOARD OF DIRECTORS MEETING AND UPDATED THE ANNUAL MEETING AS THE TIME WHEN NEW OFFICERS SHALL BE ELECTED. THE AMENDMENT ALSO REMOVED ANY MENTION OF MEMBERS SEPARATE FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF GOVERNERS OF THE OREGON STATE BAR APPOINTS 3 BOARD MEMBERS, AND THE CHIEF JUSTICE OF THE OREGON SUPREME COURT APPOINTS 1 BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY, AND SIGN OFF THAT THEY HAVE READ IT, UNDERSTAND IT, AND WILL DISCLOSE ANY KNOWN CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.