2023-07-24T11:55:41-05:00 2022-12-31 930504742 JACK W OLDS & COMPANY LLP 8705 SW NIMBUS AVE SUITE 230 BEAVERTON OR 97008 990PF 2022-01-01 203912349 JAY AND DIANE ZIDELL CHARITABLE FOUNDATION JAYA 5039372236 2020 SW 4TH AVENUE SUITE 600 PORTLAND OR 97201 JAY ZIDELL DIRECTOR 5032288691 2023-07-18 1 JAY ZIDELL XXX-XX-XXXX 0 JASON RUSSELL P01867644 5032264541 2023-07-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 23383841 X 1413106 50151 50151 486079 486079 -17213 133818 0 1932123 536230 0 0 0 14500 0 0 1815 1762 0 3585 0 3585 151246 3635 144200 171146 5397 147785 1347548 1347548 1518694 5397 1495333 413429 530833 74512 118023 118023 128913 101371 101371 -2516 -2516 -2516 -2516 653913 0 1500000 653913 653913 15012949 16275025 22504195 27384 8855 8855 16741242 17154671 23383841 0 0 X 0 0 0 0 16741242 17154671 16741242 17154671 16741242 17154671 16741242 413429 0 17154671 0 17154671 PASS-THROUGH GAIN P 26126 26126 26126 AT&T INC P 2018-07-09 2022-02-02 97927 129184 -31257 -31257 KYNDRYL HOLDINGS INC P 2018-02-05 2022-02-02 9763 19338 -9575 -9575 WARNER BROS DISCOVERY INC P 2018-07-09 2022-04-11 2 3 -1 -1 -14707 7379 0 7379 0 7379 13549 0 0 0 13549 0 6170 6170 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 WWW.ZIDELLFP.ORG MARK VETETO 5039372236 2020 SW 4TH AVENUE SUITE 600 PORTLAND OR 97201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAY ZIDELL 2020 SW 4TH AVE SUITE 600 PORTLAND OR 97201 DIRECTOR 0.00 0 0 0 DIANE ZIDELL 2020 SW 4TH AVE SUITE 600 PORTLAND OR 97201 DIRECTOR 0.00 0 0 0 LARRY RICHARDS 2020 SW 4TH AVE SUITE 600 PORTLAND OR 97201 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 20235170 645642 672032 21552844 0 0 21552844 323293 21229551 1061478 1061478 7379 7379 1054099 0 1054099 0 1054099 1495333 0 1495333 1054099 0 0 114726 171962 482765 278912 1048365 1495333 0 0 0 1054099 441234 0 0 1489599 0 0 0 0 0 0 114726 1374873 171962 482765 278912 441234 JANE BROCKBANK 2020 SW 4TH AVE SUITE 600 PORTLAND OR 97201 5039372236 APPLICATION SHOULD BE IN WRITING AND THE USE OF THE FUNDS SHOULD BE STATED NONE NONE ASSISTANCE LEAGUE OF PORTLAND 4000 SW 117TH AVENUE BEAVERTON OR 97005 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 25000 ASSISTANCE LEAGUE OF SW WASHINGTON 3205 SE BALBOA DRIVE VANCOUVER WA 98683 NONE PUBLIC CHARITY OPERATION SCHOOL BELL 10000 BNAI BRITH 9400 SW BEAVERTON-HILLSDALE HIGHWAY 147 BEAVERTON OR 97005 NONE PUBLIC CHARITY ZIDELL FIELD HOUSE AND GOLF TOURNAMENT 93100 BOYS & GIRLS CLUB OF SW WASHINGTON 1111 MAIN STREET SUITE 605 VANCOUVER WA 98660 NONE PUBLIC CHARITY YOUTH DEVELOPMENT PROGRAMS 10000 CHEHALEM CULTURAL CENTER 415 E SHERIDAN STREET NEWBERG OR 97132 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2500 CLARK COUNTY FOOD BANK PO BOX 61833 VANCOUVER WA 98666 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 25000 CONGREGATION NEVEH SHALOM 2900 SW PEACEFUL LANE PORTLAND OR 97239 NONE PUBLIC CHARITY FUNDING OUR FUTURE CAMPAIGN AND GENERAL SUPPORT 46000 CONGREGATION SHAARIE TORAH 920 NW 25TH AVENUE PORTLAND OR 97210 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 15000 EXPONENT PHILANTHROPY 1720 N STREET NW WASHINGTON DC 20036 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 1500 FREE CLINIC OF SW WASHINGTON 4100 PLOMONDON STREET VANCOUVER WA 98661 NONE PUBLIC CHARITY FREE CLINIC OPERATIONS 30000 GESHER 10701 SW 25TH AVENUE PORTLAND OR 97219 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 5400 GREATER PORTLAND HILLEL PO BOX 1547 PORTLAND OR 97207 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 10000 JEWISH FAMILY & CHILD SERVICES 1221 SW YAMHILL SUITE 301 PORTLAND OR 97205 NONE PUBLIC CHARITY HOLOCAUST SURVIVOR COMMUNITY FUND 5400 MAAYAN TORAH DAY SCHOOL 2900 SW PEACEFUL LANE PORTLAND OR 97239 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 35000 MAIMONIDES JEWISH DAY SCHOOL PROFORMA PORTLAND OR 97209 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 7200 MIZELL SENIOR CENTER 480 S SUNRISE WAY PALM SPRINGS CA 92262 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 1000 MJCC 6651 SW CAPITOL HIGHWAY PORTLAND OR 97219 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 5000 MOISHE HOUSE 6444 SE STARK STREET PORTLAND OR 97215 NONE PUBLIC CHARITY MOISHE POD WEST PORTLAND AND GENERAL SUPPORT 17500 NCSY 6688 SW CAPITOL HIGHWAY PORTLAND OR 97219 NONE PUBLIC CHARITY CAMP PROGRAMMING 18000 NEW AVENUE FOR YOUTHS 1220 SW COLUMBIA STREET PORTLAND OR 97201 NONE PUBLIC CHARITY YOUTH HOMELESSNESS PREVENTION 10000 NORTHWEST MOTHERS MILK BANK 15875 SW 74TH AVENUE TIGARD OR 97224 NONE PUBLIC CHARITY EXISTING PROGRAM IMPROVEMENTS 20000 OAICU 16101 SW 72ND AVENUE SUITE 100 PORTLAND OR 97224 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 12500 OMSI 1945 SE WATER AVE PORTLAND OR 97214 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 5000 OREGON FOOD BANK PO BOX 55370 PORTLAND OR 97238 NONE PUBLIC CHARITY HEALTHY FOOD SYSTEMS 30000 OREGON HILLEL 1059 HILYARD STREET EUGENE OR 97401 NONE PUBLIC CHARITY UO AND OSU BOARD FELLOWSHIP 40000 OREGON JEWISH MUSEUM 1953 NW KEARNEY STREET PORTLAND OR 97209 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 16000 OREGON SYMPHONY 921 SW WASHINGTON SUITE 200 PORTLAND OR 97205 NONE PUBLIC CHARITY 125TH ANNIVERSARY GALA AND 22/23 SEASON 200000 OREGON ZOO FOUNDATION 4001 SW CANYON ROAD PORTLAND OR 97221 NONE PUBLIC CHARITY OREGON ZOO PRIMATE FOREST 60000 PORTLAND JEWISH ACADEMY 6651 SW CAPITOL HIGHWAY PORTLAND OR 97219 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 293548 PORTLAND KOLLEL 6688 SW CAPITOL HIGHWAY PORTLAND OR 97219 NONE PUBLIC CHARITY CLASSES AND EVENTS 5400 PORTLAND YOUTH PHILHARMONIC 520 SW SIXTH AVENUE SUITE 820 PORTLAND OR 97204 NONE PUBLIC CHARITY MUSIC EDUCATION EQUITY 5000 PROVIDENCE PORTLAND MEDICAL FOUNDATION 4805 NE GLISAN STREET PORTLAND OR 97213 NONE PUBLIC CHARITY GALA SUPPORT 125000 PROVIDENCE ST VINCENT MEDICAL FOUNDATION 9205 SW BARNES ROAD PORTLAND OR 97225 NONE PUBLIC CHARITY BLACK AND WHITE BALL 75000 SHAARIE TORAH SISTERHOOD 920 NW 25TH AVENUE PORTLAND OR 97210 NONE PUBLIC CHARITY BAKE SALE 15000 SMART 101 SW MARKET STREET PORTLAND OR 97201 NONE PUBLIC CHARITY READING PLEDGE 5000 ST JOHN SCHOOL 24250 REGINA STREET PLAQUEMINE LA 70764 NONE PUBLIC CHARITY SCHOLARSHIP FUND 5000 TRAUMA INTERVENTION PROGRAMS INC 4800 NE 122ND AVENUE PORTLAND OR 97230 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 7500 URBAN GLEANERS 15 SE 6TH AVENUE PORTLAND OR 97214 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 35000 YWCA CLARK COUNTY 3609 MAIN STREET VANCOUVER WA 98663 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 10000 PATH HOME 6220 SE 92ND AVENUE PORTLAND OR 97266 NONE PUBLIC CHARITY HOMELESS FAMILIES WITH CHILDREN 10000 1347548 0 14 50151 14 486079 16 531390 18 -17213 0 519017 0 519017 0 0 0 0 0 0 0 0 0 0 X X 1 JAY ZIDELL 2020 SW 4TH AVE SUITE 600 PORTLAND OR 97201 1413106 X 1 BIOGEN - 500 SHARES 139580 2022-12-23 1 BROADCOM INC - 500 SHARES 276215 2022-12-23 1 COMCAST - 5,989 SHARES 210453 2022-12-23 1 UNITED HEALTH GROUP - 635 SHARES 337382 2022-12-23 1 VERTEX PHARMACEUTICALS - 923 SHARES 267384 2022-12-23 1 TE CONNECTIVITY - 1,598 SHARES 182092 2022-12-23 ACCOUNTING FEES 14500 0 0 SECURITIES 16275025 22504195 ASPEN HOUSING OPPORTUNITIES LLC AT COST 8855 8855 LICENSES 1744 0 0 NON DEDUCTIBLE EXPENSES FROM PASS-THROUGH ENTITY 1667 0 0 EXCESS RENTAL EXPENSES FROM PASS-THROUGH ENTITY 3382 3382 0 MANAGEMENT FEES 144200 0 144200 BANK FEES 253 253 0 STATE 53 0 0 FOREIGN TAXES 1762 1762 0