efile Public Visual Render
ObjectId: 202341359349309074 - Submission: 2023-05-15
TIN: 93-0386892
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
21
Open to Public Inspection
Name of the organization
PACIFIC UNIVERSITY
Employer identification number
93-0386892
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Page 2
Schedule R (Form 990) 2021
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
LOUIS & CAMILLE WAINWRIGHT
5700 NE 82ND AVE APT 48
VANCOUVER
,
WA
98662
93-1305429
CHARITABLE REMAINDER ANNUITY TRUST
OR
N/A
T
60.000 %
Yes
(2)
TIMOTHY SCHAUERMANN & NANCY CROSS
20600 NW QUAIL HOLLOW DR
PORTLAND
,
OR
97229
82-6105750
CHARITABLE REMAINDER UNITRUST
OR
N/A
T
100.000 %
Yes
(3)
MILAN & JEAN STOYANOV
241 NW HILLTOP RD
PORTLAND
,
OR
97210
86-6341685
CHARITABLE REMAINDER UNITRUST
OR
N/A
T
100.000 %
Yes
(4)
DANIEL & KATHRYN BUMP
315 GILBERT STREET
MENLO PARK
,
CA
94025
93-1305430
CHARITABLE REMAINDER UNITRUST
OR
N/A
T
100.000 %
Yes
(5)
LARRY WILLIAMS
PO BOX 729
GASTON
,
OR
97119
82-6105812
CHARITABLE REMAINDER UNITRUST
OR
N/A
T
100.000 %
Yes
(6)
MILTON JOHNSTON
12204 N 53RD STREET
TAMPA
,
FL
33617
51-0533108
CHARITABLE REMAINDER UNITRUST
OR
N/A
T
100.000 %
Yes
(7)
AE & EVONA BRIM
FIRST REPUBLIC TRUST COMPANY 111 PI
SAN FRANCISCO
,
CA
94111
CHARITABLE REMAINDER UNITRUST
OR
N/A
T
75.000 %
Yes
(8)
RALFE A SELBERG
2320 GOFF PLACE
FOREST GROVE
,
OR
97116
93-1239969
CHARITABLE REMAINDER UNITRUST
OR
N/A
T
100.000 %
Yes
(9)
ROSSMAN TRUST
US BANK 111 SW 5TH AVE 6TH FLOOR
PORTLAND
,
OR
97204
CHARITABLE TRUST
OR
N/A
T
-121,281
100.000 %
Yes
(10)
SCOTT WALTER TRUST
WELLS FARGO BANK PO BOX 20160
LONG BEACH
,
CA
908013160
CHARITABLE PRIVATE FOUNDATION
OR
N/A
T
7,750
100.000 %
Yes
(11)
VANDERVELDEN TRUST
JOSEPH B VANDERVELDEN FOUNDATION 27
ELLENSBURG
,
WA
98926
CHARITABLE PRIVATE FOUNDATION
OR
N/A
T
55,505
100.000 %
Yes
(12)
ELISE EILERS ELLIOTT
SAN FRANCISCO FOUNDATION 225 BUSH S
SAN FRANCISCO
,
CA
94104
REVOCABLE LIVING TRUST
OR
N/A
T
2,242,301
100.000 %
Yes
Schedule R (Form 990) 2021
Page 3
Schedule R (Form 990) 2021
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
Yes
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
No
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
No
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
No
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
No
p
Reimbursement paid to related organization(s) for expenses
............................
1p
No
q
Reimbursement paid by related organization(s) for expenses
............................
1q
No
r
Other transfer of cash or property to related organization(s)
............................
1r
No
s
Other transfer of cash or property from related organization(s)
............................
1s
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
SCOTT WALKER TRUST
A
7,750
CASH RECEIVED
(2)
VANDERVELDEN TRUST
A
55,505
CASH RECEIVED
(3)
ELISE EILERS ELLIOT
A
2,242,301
CASH RECEIVED
Schedule R (Form 990) 2021
Page 4
Schedule R (Form 990) 2021
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2021
Page 5
Schedule R (Form 990) 2021
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
Schedule R (Form 990) 2021
Additional Data
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