WIANCKO CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WIANCKO CHARITABLE FOUNDATION INC (EIN 83-0291490)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-01-18
- IRS object ID
- 202210189349100501
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-18T10:27:31-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911233794 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAGEN KURTH PERMAN AND CO PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 THIRD AVE SUITE 800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981013216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830291490 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIANCKO CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIAN | BusinessNameControlTxt |
| Phone | 2066829200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 THIRD AVE NO 800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R DENNIS WIANCKO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2066829200 | PhoneNum |
| Signature | 2022-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | R | PersonFirstNm |
| Person Last | DENNIS WIANCKO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R RAMBORGER CPA | PreparerPersonNm |
| PTIN | P00444104 | PTIN |
| Phone | 2066829200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,518,441 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $39,217 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,217 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $759,354 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $759,354 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $154,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $682,968 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $154,146 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,292 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,292 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $965,009 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $965,009 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,477 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,477 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $117,608 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $38,174 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $79,434 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $320,537 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $260,537 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $60,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $46,037 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $46,037 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,378 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,378 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,148 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $511,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $361,126 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $150,059 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,001,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,001,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,512,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $361,126 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,151,059 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,547,176 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $603,883 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $246,375 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $262,911 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $262,911 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,858,345 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,197,738 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,187,048 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $19,343,433 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,068,482 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,068,482 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $33,448,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,529,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,518,441 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $33,448,153 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,529,131 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,448,153 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,529,131 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,448,153 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,529,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,448,153 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,547,176 | ExcessRevenueOverExpensesAmt |
| Other Increases | $628,154 | OtherIncreasesAmt |
| Subtotal | $32,529,131 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,529,131 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| SHORT TERMCAPITAL LOSS FROM PARTNERSHIP | $528,822 | -$528,822 | -$528,822 | |
| CAPITAL GAIN FROM MORGAN STANLEY ACCT | $268,919 | $268,919 | $268,919 | |
| LONG TERM CAPITAL GAINS FROM PARTNERSHIP | $414,049 | $414,049 | $414,049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,146 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,394 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,394 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,394 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $93,862 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $93,862 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $85,468 | OverpaymentAmt |
| Applied To ES Tax | $85,468 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRADLEY PARKER | IndividualWithBooksNm |
| Phone | 2069099182 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 THIRD AVE 800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| R DENNIS WIANCKO | ||||||||
| 1111 THIRD AVE SUITE 800 | SEATTLE | WA | 98101 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANNA K WIANCKO-CHASMAN | ||||||||
| 1111 THIRD AVE SUITE 800 | SEATTLE | WA | 98101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRADLEY PARKER | ||||||||
| 1111 THIRD AVE SUITE 800 | SEATTLE | WA | 98101 | TREASURER | 5.00 | $1,500 | $0 | $0 |
| CYNTHIA WIANCKO | ||||||||
| 1111 THIRD AVE SUITE 800 | SEATTLE | WA | 98101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EMILY BONIFACE | ||||||||
| 1111 THIRD AVE SUITE 800 | SEATTLE | WA | 98101 | SECRETARY | 5.00 | $3,500 | $0 | $0 |
| CHRIS BONIFACE | ||||||||
| 1111 THIRD AVE SUITE 800 | SEATTLE | WA | 98101 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SASHA SWERDLOFF | ||||||||
| 1111 THIRD AVE SUITE 800 | SEATTLE | WA | 98101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDERS MEYER | ||||||||
| 1111 THIRD AVE SUITE 800 | SEATTLE | WA | 98101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| REBECCA PARKER | ||||||||
| 1111 THIRD AVE SUITE 800 | SEATTLE | WA | 98101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACKERMAN-MUNSON STRATEGIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20200 SE WALGREN RD | AddressLine1Txt |
| City | DAMASCUS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONTRIBUTION STRATEGY | ServiceTypeTxt |
| Compensation | $60,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,036,007 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $620,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,368,582 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,025,264 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,025,264 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $525,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,499,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,724,994 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,724,994 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,394 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,394 | TotalTaxAmt |
| Distributable Before Adj | $1,716,600 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,716,600 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,716,600 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,151,059 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,151,059 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,151,059 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,716,600 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $276,700 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $123,011 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $168,607 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $464,432 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $334,244 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,366,994 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,151,059 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,716,600 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $434,459 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,801,453 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $276,700 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,524,753 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $123,011 | ExcessFromYear4Amt |
| Excess From Year3 | $168,607 | ExcessFromYear3Amt |
| Excess From Year2 | $464,432 | ExcessFromYear2Amt |
| Excess From Year1 | $334,244 | ExcessFromYear1Amt |
| Excess From Current Year | $434,459 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | R DENNIS WIANCKO | ShareholderManagerNm |
| Shareholder Manager | ANNA K WIANCKO-CHASMAN | ShareholderManagerNm |
| Shareholder Manager | BRADLEY PARKER | ShareholderManagerNm |
| Shareholder Manager | CYNTHIA WIANCKO | ShareholderManagerNm |
| Shareholder Manager | EMILY BONIFACE | ShareholderManagerNm |
| Shareholder Manager | CHRIS BONIFACE | ShareholderManagerNm |
| Shareholder Manager | SASHA SWERDLOFF | ShareholderManagerNm |
| Shareholder Manager | ANDERS MEYER | ShareholderManagerNm |
| Shareholder Manager | REBECCA PARKER | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 350 PDX | ||||||
| 9725 NE SHAVER ST | PORTLAND | OR | 97220 | PUBLIC | UNRESTRICTED | $3,000 |
| ADVOCATES FOR THE WEST | ||||||
| PO BOX 1612 | BOISE | ID | 83701 | PUBLIC | UNRESTRICTED | $15,000 |
| AFRICAN WILDLIFE FOUNDATION | ||||||
| 1400 16TH ST NW SUITE 120 | WASHINGTON DC | DC | 20036 | PUBLIC | UNRESTRICTED | $40,000 |
| ALASKA CONSERVATION FOUNDATION | ||||||
| 430 W 7TH AVE STE 215 | ANCHORAGE | AK | 99501 | PUBLIC | UNRESTRICTED | $35,000 |
| AUDUBON SOCIETY OF WASHINGTON | ||||||
| 5902 LAKE WASHINGTON BLVD S | SEATTLE | WA | 98118 | PUBLIC | UNRESTRICTED | $12,000 |
| BARK | ||||||
| PO BOX 12065 | PORTLAND | OR | 97212 | PUBLIC | UNRESTRICTED | $5,000 |
| CLIMATE SOLUTIONS | ||||||
| 1402 3RD AVE 1200 | SEATTLE | WA | 98101 | PUBLIC | UNRESTRICTED | $50,000 |
| COLUMBIA LAND TRUST | ||||||
| 1351 OFFICERS ROW | VANCOUVER | WA | 98661 | PUBLIC | UNRESTRICTED | $120,000 |
| COLUMBIA RIVER KEEPER | ||||||
| 111 THIRD STREET | HOOD RIVER | OR | 97031 | PUBLIC | UNRESTRICTED | $32,000 |
| CONSERVATION INTERNATIONAL | ||||||
| 3131 EAST MADISON ST 201 | SEATTLE | WA | 98112 | PUBLIC | UNRESTRICTED | $20,000 |
| CRAG LAW CENTER | ||||||
| 3141 E BURNSIDE ST | PORTLAND | OR | 97214 | PUBLIC | UNRESTRICTED | $20,000 |
| E LAW | ||||||
| 1877 GRADEN AVE | EUGENE | OR | 97403 | PUBLIC | UNRESTRICTED | $20,000 |
| EARTHCORPS | ||||||
| 6310 NE 74TH ST STE 201E | SEATTLE | WA | 98115 | PUBLIC | UNRESTRICTED | $15,000 |
| EARTHJUSTICE | ||||||
| 426 17TH STREET 6TH FLOOR | OAKLAND | CA | 94612 | PUBLIC | UNRESTRICTED | $70,000 |
| ECOFLIGHT | ||||||
| 307 L AABC | ASPEN | CO | 81611 | PUBLIC | UNRESTRICTED | $24,000 |
| ECOTRUST | ||||||
| 721 NW 9TH AVENUE STE 200 | PORTLAND | OR | 97209 | PUBLIC | UNRESTRICTED | $26,000 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | PUBLIC | UNRESTRICTED | $35,000 |
| FORTERRA | ||||||
| 901 5TH AVE SUITE 2200 | SEATTLE | WA | 98164 | PUBLIC | UNRESTRICTED | $15,000 |
| FRIENDS OF THE COLUMBIA GORGE | ||||||
| 522 SW FIFTH AVE STE 720 | PORTLAND | OR | 97204 | PUBLIC | UNRESTRICTED | $15,000 |
| GRAND CANYON TRUST | ||||||
| ROUTE 4 BOX 718 | FLAGSTAFF | AZ | 86001 | PUBLIC | UNRESTRICTED | $38,000 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||
| 1920 L ST NW STE 800 | WASHINGTON DC | DC | 20036 | PUBLIC | UNRESTRICTED | $11,000 |
| MORGAN STANLEY GIVING | ||||||
| 1301 A STREET SUITE 300 | TACOMA | WA | 98402 | PUBLIC | UNRESTRICTED | $495,000 |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | PUBLIC | UNRESTRICTED | $30,000 |
| NATUREBRIDGE | ||||||
| 28 GEARY ST STE 650 | SAN FRANCISCO | CA | 94108 | PUBLIC | UNRESTRICTED | $8,000 |
| NORTHWEST ENEREGY COALITION | ||||||
| 811 1ST AVE SUITE 305 | SEATTLE | WA | 98104 | PUBLIC | UNRESTRICTED | $25,000 |
| OCEAN CONSERVANCY | ||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON DC | DC | 20036 | PUBLIC | UNRESTRICTED | $56,000 |
| OREGON BUSINESS COUNCIL | ||||||
| 1100 SW 6TH AVE 1608 | PORTLAND | OR | 97204 | PUBLIC | UNRESTRICTED | $55,000 |
| OREGON ENVIRONMENTAL COUNCIL | ||||||
| 222 NW DAVIS ST 309 | PORTLAND | OR | 97209 | PUBLIC | UNRESTRICTED | $55,000 |
| OREGON WILDLIFE FEDERATION | ||||||
| PO BOX 5878 | PORTLAND | OR | 97228 | PUBLIC | UNRESTRICTED | $15,000 |
| PACIFIC CREST SCHOOL | ||||||
| 600 NW BRIGHT STREET | SEATTLE | WA | 98107 | PUBLIC | UNRESTRICTED | $6,000 |
| PLANNED PARENTHOOD OF GREATER WA AND ID | ||||||
| 1525 KIND DR | PULLMAN | WA | 99163 | PUBLIC | UNRESTRICTED | $158,000 |
| POPULATION ACTION INTL | ||||||
| 1300 19TH ST NW STE 200 | WASHINGTON DC | DC | 20036 | PUBLIC | UNRESTRICTED | $30,000 |
| REALIZE IMPACT | ||||||
| PO BOX 11948 | BAINBRIDGE ISLAND | WA | 98111 | PUBLIC | UNRESTRICTED | $14,000 |
| RESOURCES LEGACY FUND | ||||||
| 555 CAPITAL MALL STE 1095 | SACRAMENTO | CA | 95814 | PUBLIC | UNRESTRICTED | $10,000 |
| ROCKEFELLER FAMILY FUND | ||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | PUBLIC | UNRESTRICTED | $20,000 |
| ROCKY MOUNTAIN INSTITUTE | ||||||
| 1820 FOLSOM ST | BOULDER | CO | 80302 | PUBLIC | UNRESTRICTED | $35,000 |
| SIGHTLINE INSTITUTE | ||||||
| 1402 3RD AVE SUITE 500 | SEATTLE | WA | 98101 | PUBLIC | UNRESTRICTED | $18,000 |
| STAND EARTH (FORMERLY FOREST ETHICS) | ||||||
| ONE HAIGHT STREET | SAN FRANCISCO | CA | 94102 | PUBLIC | UNRESTRICTED | $45,000 |
| SUNRISE MOVEMENT EDUCATION FUND | ||||||
| 50 F STREET NW NO 700 | WASHINGTON DC | DC | 20001 | PUBLIC | UNRESTRICTED | $40,000 |
| SUSTAINABLE NORTH WEST | ||||||
| 1130 SW MORRISON ST STE 510 | PORTLAND | OR | 97205 | PUBLIC | UNRESTRICTED | $10,000 |
| THE PARTNERSHIP PROJECT | ||||||
| PO BOX 65826 | WASHINGTON DC | DC | 20035 | PUBLIC | UNRESTRICTED | $25,000 |
| UNION OF CONCERNED SCIENTISTS | ||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02238 | PUBLIC | UNRESTRICTED | $30,000 |
| VERDE | ||||||
| 6899 NE COLUMBIA BLVD SUITE A | PORTLAND | OR | 97218 | PUBLIC | UNRESTRICTED | $30,000 |
| WASHINGTON ENVIRONMENTAL COUNCIL | ||||||
| 1402 THIRD AVE STE 1400 | SEATTLE | WA | 98101 | PUBLIC | UNRESTRICTED | $60,000 |
| WESTERN ENVIRONMENTAL LAW CENTER | ||||||
| 120 SHELTON MCMURPHEY BLVD | EUGENE | OR | 97401 | PUBLIC | UNRESTRICTED | $35,000 |
| WESTERN RIVERS CONSERVANCY | ||||||
| 71 SW OAK ST STE 100 | PORTLAND | OR | 97204 | PUBLIC | UNRESTRICTED | $15,000 |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH ST NW PO BOX 97180 | WASHINGTON DC | DC | 20090 | PUBLIC | UNRESTRICTED | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,001,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,217 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $759,354 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,292 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $154,146 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $965,009 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $965,009 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WIANCKO FAMILY LTD PARTNERSHIP | $76,348 | $38,174 | $38,174 |
| HKP ACCOUNTING FEES | $41,260 | $0 | $41,260 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICALLY TRADED STOCK HELD AT MORGAN STANLEY | $7,144,219 | $8,480,914 |
| PUBLICALLY TRADED STOCK HELD AT MORGAN STANLEY | $5,053,519 | $7,706,134 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LTD PARTNER INTEREST IN WIANCKO FAMILY LTD PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $20,068,482 | BookValueAmt |
| EOYFMV | $20,068,482 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,477 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,477 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $222 | $0 | $222 |
| CONSULTING | $2,926 | $0 | $2,926 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $12,292 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,292 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,292 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN FMV OF PARTNERSHIP INVESTMENT | Desc |
| Amt | $628,154 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WIANCKO FAMILY LTD PARTNERSHIP | $2,995 | $2,995 | $0 |
| MERRILL LYNCH & MORGAN STANLEY | $46,955 | $46,955 | $0 |
| WFLP MORGAN STANLEY ACCOUNT FEES | $104,282 | $104,282 | $0 |
| WIANCKO FAMILY LTD PARTNERSHIP -OPERATING | $75,342 | $75,342 | $0 |
| WIANCKO FAMILY LTD PARTNERSHIP -PORTFOLIO DEDUCTIONS | $30,963 | $30,963 | $0 |
| CONTRIBUTION STATEGY CONSULTING | $60,000 | $0 | $60,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $16,378 | Amt |
| Net Investment Income | $16,378 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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