JAY AND DIANE ZIDELL CHARITABLEFOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JAY AND DIANE ZIDELL CHARITABLEFOUNDATION (EIN 20-3912349)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-10
- IRS object ID
- 202032549349100608
- Schema version
- 2019v5.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-10T13:08:42-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930504742 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK W OLDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 SW 6TH AVENUE SUITE 900 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203912349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY AND DIANE ZIDELL CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAYA | BusinessNameControlTxt |
| Phone | 5039372236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 SW 4TH AVENUE SUITE 600 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY ZIDELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5032288691 | PhoneNum |
| Signature | 2020-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON RUSSELL | PreparerPersonNm |
| PTIN | P01867644 | PTIN |
| Phone | 5032264541 | PhoneNum |
| Preparation | 2020-08-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.164.126.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-25 | IPDt |
| IP Tm | 11:50:32 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 58A24F59BD927F43681351DEAB0B1D08F2E90E8A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,157,327 | 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 | $153 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $153 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $553,178 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $553,178 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $405,107 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,342 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $577,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $658,673 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,890 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,640 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115,887 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,098 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $110,369 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,277 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,738 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,369 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $661,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $661,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $790,977 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,738 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $772,069 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$213,089 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $653,935 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $656,356 | CashBOYAmt |
| Cash EOY | $174,564 | CashEOYAmt |
| Cash EOYFMV | $174,564 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $847,432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $847,432 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $6,901 | AcctRcvblAmt |
| Acct Rcvbl BOY | $29,397 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $6,901 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $6,901 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $15,742,401 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,517,363 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,453,010 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,039,672 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,640,401 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,675,420 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,467,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,186,661 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,157,327 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $19,467,826 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,186,661 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,467,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,186,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,467,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,186,661 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,467,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$213,089 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,254,737 | SubtotalAmt |
| Other Decreases | $68,076 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,186,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ELECTRO SCIENTIFIC INDUSTRIES | D | 2013-11-01 | 2019-02-04 | $150,000 | $49,765 | $100,235 | $100,235 |
| WELLS FARGO BK | P | 2018-02-01 | 2019-03-14 | $250,000 | $250,000 | $0 | $0 |
| PASS-THROUGH GAINS | P | $5 | $5 | $5 | |||
| PASS-THROUGH GAINS | P | $5,102 | $5,102 | $5,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,342 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,170,130 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,158,152 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058047 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,504,308 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,065,060 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074972 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,337,504 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,018,408 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066814 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,035,709 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,210,684 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056874 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $977,769 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,672,954 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047297 | DistributionYr5Rt |
| Total Distribution | 0.304004 | TotalDistributionRt |
| Average Distribution | 0.060801 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,814,306 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,143,929 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,539 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,150,468 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $772,069 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,079 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,079 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,079 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,119 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,219 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $128 | EsPenaltyAmt |
| Overpayment | $12 | OverpaymentAmt |
| Applied To ES Tax | $12 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ZIDELLFP.ORG | WebsiteAddressTxt |
| Individual With Books | DAN MYERS-POWER | IndividualWithBooksNm |
| Phone | 5039372236 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 SW 4TH AVENUE SUITE 600 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $17,994,306 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,061,475 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $45,037 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,100,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,100,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $286,512 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,814,306 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $940,715 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $940,715 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,079 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,079 | TotalTaxAmt |
| Distributable Before Adj | $927,636 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $927,636 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $927,636 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $772,069 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $772,069 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $772,069 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $927,636 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $270,293 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $171,962 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $442,255 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $772,069 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $772,069 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $155,567 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $155,567 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $286,688 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $286,688 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $114,726 | ExcessFromYear2Amt |
| Excess From Year1 | $171,962 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE BROCKBANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 SW 4TH AVE SUITE 600 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5039372236 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION SHOULD BE IN WRITING AND THE USE OF THE FUNDS SHOULD BE STATED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASSISTANCE LEAGUE OF PORTLAND | ||||||||
| 4000 SW 117TH AVENUE | BEAVERTON | OR | 97005 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $20,000 | |
| ASSISTANCE LEAGUE OF SW WASHINGTON | ||||||||
| 3205 SE BALBOA DRIVE | VANCOUVER | WA | 98683 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 | |
| BNAI BRITH | ||||||||
| 9400 SW BEAVERTON-HILLSDALE HIGHWAY | BEAVERTON | OR | 97005 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $16,000 | 147 |
| BOYS & GIRLS CLUB OF SW WASHINGTON | ||||||||
| 1111 MAIN STREET SUITE 605 | VANCOUVER | WA | 98660 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $20,000 | |
| CHEHALEM CULTURAL CENTER | ||||||||
| 415 E SHERIDAN STREET | NEWBERG | OR | 97132 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $2,500 | |
| CLARK COUNTY FOOD BANK | ||||||||
| PO BOX 61833 | VANCOUVER | WA | 98666 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $30,000 | |
| CONGREGATION NEVEH SHALOM | ||||||||
| 2900 SW PEACEFUL LANE | PORTLAND | OR | 97239 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $10,000 | |
| CONGREGATION SHAARIE TORAH | ||||||||
| 920 NW 25TH AVENUE | PORTLAND | OR | 97210 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $33,000 | |
| EXPONENT PHILANTHROPY | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $1,500 | |
| FREE CLINIC OF SW WASHINGTON | ||||||||
| 4100 PLOMONDON STREET | VANCOUVER | WA | 98661 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $20,000 | |
| GESHER | ||||||||
| 10701 SW 25TH AVENUE | PORTLAND | OR | 97219 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $2,800 | |
| GREATER PORTLAND HILLEL | ||||||||
| PO BOX 1547 | PORTLAND | OR | 97207 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $10,000 | |
| HABITAT FOR HUMANITY - PORTLAND | ||||||||
| 1478 NE KILLINGSWORTH STREET | PORTLAND | OR | 97211 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 | |
| HABITAT FOR HUMANITY - VANCOUVER | ||||||||
| 521 EAST 33RD STREET | VANCOUVER | WA | 98663 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 | |
| JEWISH FAMILY & CHILD SERVICES | ||||||||
| 1221 SW YAMHILL SUITE 301 | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $1,800 | |
| JEWISH FEDERATION OF PORTLAND | ||||||||
| 6680 SW CAPITOL HIGHWAY | PORTLAND | OR | 97219 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $55,000 | |
| MAAYAN TORAH DAY SCHOOL | ||||||||
| 2900 SW PEACEFUL LANE | PORTLAND | OR | 97239 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $10,400 | |
| MAIMONIDES JEWISH DAY SCHOOL | ||||||||
| PROFORMA | PORTLAND | OR | 97209 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $5,400 | |
| MARCH OF DIMES | ||||||||
| PROFORMA | PORTLAND | OR | 97209 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 | |
| MJCC | ||||||||
| 6651 SW CAPITOL HIGHWAY | PORTLAND | OR | 97219 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $1,800 | |
| MOISHE HOUSE | ||||||||
| 6444 SE STARK STREET | PORTLAND | OR | 97215 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $12,500 | |
| NCSY | ||||||||
| 6688 SW CAPITOL HIGHWAY | PORTLAND | OR | 97219 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $5,400 | |
| NEW AVENUE FOR YOUTHS | ||||||||
| 1220 SW COLUMBIA STREET | PORTLAND | OR | 97201 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 | |
| OAICU | ||||||||
| 16101 SW 72ND AVENUE SUITE 100 | PORTLAND | OR | 97224 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $12,500 | |
| OHSU | ||||||||
| 1121 SW SALMON STREET SUITE 200 | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $55,000 | |
| OMSI | ||||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $3,000 | |
| OREGON FOOD BANK | ||||||||
| PO BOX 55370 | PORTLAND | OR | 97238 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $20,000 | |
| OREGON HILLEL | ||||||||
| 1059 HILYARD STREET | EUGENE | OR | 97401 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $10,000 | |
| OREGON JEWISH MUSEUM | ||||||||
| 1953 NW KEARNEY STREET | PORTLAND | OR | 97209 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $10,000 | |
| OREGON SYMPHONY | ||||||||
| 921 SW WASHINGTON SUITE 200 | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $94,000 | |
| OREGON ZOO FOUNDATION | ||||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $15,000 | |
| OVARIAN CANCER ALLLIANCE OF OREGON & SW WASHINGTON | ||||||||
| 16420 SE MCGILLIVRAY | VANCOUVER | WA | 98683 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $2,500 | |
| PORTLAND KOLLEL | ||||||||
| 6688 SW CAPITOL HIGHWAY | PORTLAND | OR | 97219 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $3,600 | |
| PORTLAND YOUTH PHILHARMONIC | ||||||||
| 520 SW SIXTH AVENUE SUITE 820 | PORTLAND | OR | 97204 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 | |
| PROVIDENCE PORTLAND MEDICAL FOUNDATION | ||||||||
| 4805 NE GLISAN STREET | PORTLAND | OR | 97213 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $55,000 | |
| PROVIDENCE ST VINCENT MEDICAL FOUNDATION | ||||||||
| 9205 SW BARNES ROAD | PORTLAND | OR | 97225 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $20,000 | |
| SALMON CREEK HOSPITAL FOUNDATION | ||||||||
| PO BOX 5245 | VANCOUVER | WA | 98668 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $6,000 | |
| SHAARIE TORAH SISTERHOOD | ||||||||
| 920 NW 25TH AVENUE | PORTLAND | OR | 97210 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $15,000 | |
| SMART | ||||||||
| 101 SW MARKET STREET | PORTLAND | OR | 97201 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 | |
| TRAUMA INTERVENTION PROGRAMS INC | ||||||||
| 4800 NE 122ND AVENUE | PORTLAND | OR | 97230 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 | |
| URBAN GLEANERS | ||||||||
| 15 SE 6TH AVENUE | PORTLAND | OR | 97214 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $25,000 | |
| VANCOUVER SYMPHONY ORCHESTRA | ||||||||
| PO BOX 525 | VANCOUVER | WA | 98666 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 | |
| YWCA CLARK COUNTY | ||||||||
| 3609 MAIN STREET | VANCOUVER | WA | 98663 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF ORGANIZATION | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $661,700 | 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 | $153 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $553,178 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,557 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $577,888 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $577,888 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $15,517,363 | EOYBookValueAmt |
| EOYFMV | $16,453,010 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASPEN HOUSING OPPORTUNITIES LLC | AT COST | $40,401 | $40,401 |
| BANK CDS | FMV | $2,600,000 | $2,635,019 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEARS' RETURN OF CAPITAL | Desc |
| Amt | $68,076 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSE | $2,447 | $0 | $0 |
| NON DEDUCTIBLE EXPENSES FROM PASS-THROUGH ENTITY | $1,973 | $0 | $0 |
| EXCESS RENTAL EXPENSES FROM PASS-THROUGH ENTITY | $135 | $135 | $0 |
| MANAGEMENT FEES | $110,369 | $0 | $110,369 |
| BANK FEES | $963 | $963 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,640 | $3,640 | $0 |
| FEDERAL TAXES | $1,250 | $0 | $0 |