Margaret Thiele Petti Foundation in Lake Oswego, Oregon (OR)

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Margaret Thiele Petti Foundation
Employer Identification Number (EIN)931161002
Name of OrganizationMargaret Thiele Petti Foundation
In Care of NameBuckley Lechevallier Pc
Address5300 Meadows Rd Ste 200, Lake Oswego, OR 97035-8225
ActivitiesOther religious activities
SubsectionCharitable Organization
Ruling Date08/1995
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$500,000 to $999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,467,202
Amount of Income$599,848
Form 990 Revenue Amount$197,712
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2012: $599,848 (it was $197,712 in 2011)
Margaret Thiele Petti Foundation: 

 $599,848
Other organizations performing similar types of work: 

 $107,200

Assets in 2012: $1,467,202 (it was $1,552,427 in 2011)
Margaret Thiele Petti Foundation: 

 $1,467,202
Other organizations performing similar types of work: 

 $441,077

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$197,712$197,712$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$132
Dividends and interest from securities$37,895
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$159,685
Total expenses and disbursements$263,593$8,742$0$178,000
Compensation of officers, directors, trustees, etc.$46,467
Total operating and administrative expenses$85,593$8,742$0
Contributions, gifts, grants paid$178,000
Excess of revenue over expenses and disbursements$-65,881
Net investment income$188,970
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$1,552,427$1,598,377
Cash - non-interest-bearing$29,908
Investments-U.S. and state government obligations$0
Investments-corporate stock$1,517,689
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$4,830
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$1,552,427
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$159,685
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$1,890
Total credits and payments$0
Any penalty for underpayment of estimated tax$13
Tax due$1,903
Amount to be credited to 2012 estimated tax$0
Statements Regarding Activities (for 2011)
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$1,814,522
Net value of noncharitable-use assets$1,787,300
Minimum investment return$89,365
Distributable Amount (for 2011)
Distributable amount$87,475
Undistributed Income (for 2011)
Distributable amount for 2011$87,475
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The City College 21st Century Foundation Inc138th Street And Convent Avenue, New York, NY 10031NY1997-03$86,641,569
2Center For Inquiry Development Fund3965 Rensch Rd, Amherst, NY 14228-2743NY1998-12$10,791,389
3Chapel Hill Training Outreach Project Inc800 Eastowne Dr Ste 105, Chapel Hill, NC 27514-2215NC1993-05$8,975,022
4Ziering Family Foundation6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960CA1996-06$3,505,573
5Our Lady Of Divine Providence House Of Prayer Foundation Inc711 S Bayview Ave, Clearwater, FL 33759-4251FL1994-08$283,880
6Knight Foundation1 Sw Bowerman Dr, Beaverton, OR 97005-0979OR1997-05$63,514,789
7Leo Adler Community Fdn Tr 2429000-01PO BOX 3168, Portland, OR 97208-3168OR1995-04$13,365,663
8Mario & Alma Pastega Family Foundation2595 Ne Belvue St, Corvallis, OR 97330-4202OR1998-02$6,332,713
9Campbell Foundation260 Sw Birdshill Rd, Portland, OR 97219-8504OR1995-05$5,473,354
10Larson Family FoundationPO BOX 10667, Eugene, OR 97440-2667OR1996-06$3,721,869
11Coit Family Foundation111 Sw Fifth Ave C/O Peter Duffy No, Portland, OR 97204OR1997-07$3,566,655
12Lamb-Baldwin Foundation693 Terrace Dr, Lake Oswego, OR 97034-4610OR1998-02$1,112,138
13Richard And Mary Rosenberg Charitable Foundation2855 Sw Rutland Ter, Portland, OR 97205-5855OR1996-11$970,984
14The Jordan Schnitzer Family FoundationPO BOX 2708, Portland, OR 97208-2708OR1998-11$951,939
15Riverdale School FoundationPO BOX 69015, Portland, OR 97239-0015OR1993-10$914,939
16Greendale Lynn Family Foundation Inc991 Sw Florence Ct, Gresham, OR 97080-9668OR1997-03$714,465
17Guistina Foundation800 Willamette St Ste 800, Eugene, OR 97401-2996OR1997-06$645,558
18Margaret Thiele Petti Foundation5300 Meadows Rd Ste 200, Lake Oswego, OR 97035-8225OR1995-08$599,848
19Leonard Schnitzer Charitable Foundation Inc1211 Sw 5th Ave Ste 2250, Portland, OR 97204-3701OR1998-02$375,544
20Boller-Thomas Foundation Of OregonPO BOX 3168, Portland, OR 97208-3168OR1995-06$352,931
21Arthur R Dubs FoundationPO BOX 1727, Medford, OR 97501-0256OR1996-05$344,581
22Steven Mcgeady Foundation2229 Ne Thompson St, Portland, OR 97212-4802OR1997-05$322,110
23Anne A Berni FoundationPO BOX 3168, Portland, OR 97208-3168OR1995-03$303,131
24Morgan Siskiyou Foundation6222 Hwy 140, Eagle Point, OR 97524-5570OR1997-05$254,725
25John & Jean Loosley Charitable Foundation Trust, Loosley M John & S Jean Ttees239 Maplewood Ln, Roseburg, OR 97471-9236OR1995-03$194,152
26Harold & Wilma Haller Fdn Trust 1845901PO BOX 3168, Portland, OR 97208-3168OR1996-08$188,790
27Richard I Swenson TrustPO BOX 1012, Salem, OR 97308-1012OR1998-08$182,226
28Crane Creek Foundation391 Stillwater Rd, Roseburg, OR 97470-9456OR1995-05$174,735
29Erickson Family Foundation4900 Sw Griffith Dr Ste 133, Beaverton, OR 97005-2977OR1997-11$155,117
30Marshall Christensen Foundation For International Higher Education, Co-Serve InternationalPO BOX 40567, Portland, OR 97240-0567OR1998-01$107,167
Number of organizations performing similar types of work
Alaska4
Alabama56
Arkansas18
Arizona58
California548
Colorado116
Connecticut78
District of Columbia24
Delaware45
Florida344
Georgia158
Hawaii18
Iowa56
Idaho24
Illinois311
Indiana83
Kansas53
Kentucky40
Louisiana50
Massachusetts115
Maryland116
Maine18
Michigan199
Minnesota100
Missouri76
Mississippi26
Montana9
North Carolina135
North Dakota2
Nebraska43
New Hampshire17
New Jersey210
New Mexico24
Nevada41
New York530
Ohio224
Oklahoma53
Oregon62
Pennsylvania249
Rhode Island33
South Carolina40
South Dakota12
Tennessee47
Texas381
Utah45
Virginia119
Vermont8
Washington86
Wisconsin98
West Virginia9
Wyoming19
International13
Total5,243

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