FORM 1023-EZ for THE CARTER JAMES FOUNDATION

Field Data
EIN 82-2412371
Case Number EO-2017226-000278
Form 1023-EZ version 62014
Eligibility Worksheet 1
Organization Name THE CARTER JAMES FOUNDATION
Organization’s Mailing Address 1139 NW MAYFIELD RD
City PORTLAND
State OR
ZIP 97229
Accounting period End 12
Primary contact name CHAD FLAHERTY
Primary contact phone [Hidden]
Primary contact phone extension [Hidden]
Primary contact fax [Hidden]
User fee submitted $275.00
Officer/Director/Trustee One

CHAD FLAHERTY
PRESIDENT
1139 NW MAYFIELD RD
PORTLAND OR 97229

Officer/Director/Trustee Two

KAREN FLAHERTY
VICE PRESIDENT/SECRETARY
1139 NW MAYFIELD RD
PORTLAND OR 97229

Officer/Director/Trustee Three

JOHN HANCOCK
TREASURER
805 SW BROADWAY SUITE 1200
PORTLAND OR 97205

Organization’s website HTTP://CARTERJAMESFOUNDATION.ORG/
Organization’s email
Organization Incorporated Yes
Organization trust No
Necessary Organizing Documents Yes
Organization Incorporation Date 8/7/2017
Organization Incorporation State OR
Contains Limitation Yes
Does not expressly empower Yes
Contains dissolution Yes
National Taxonomy of Exempt Entities (NTEE) code P99 - Human Services - Multipurpose and Other N.E.C.
Organization’s purpose Charitable: Yes
Religious: No
Educational: No
Scientific: No
Literary: No
Public Safety: No
Amateur Sports: No
Cruelty Prevention: No
Qualify For Exemption No
Legislation influence No
Compensation of Officer director trustee Yes
Donation of funds Yes
Conducting Activities Outside of United States No
Financial transactions with officers No
Unrelated Gross Income $1,000 or More No
Gaming Activity Yes
Disaster relief assistance No
One Third Support Public No
One Third Support Gifts Yes
Benefit of College No
Private Foundation 508(e) No
Seeking Retroactive Reinstatement No
Seeking Section 7 Reinstatement No
Correctness Declaration Yes
Signature Name
Signature Title
Signature Date

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