JAY AND DIANE ZIDELL CHARITABLEFOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JAY AND DIANE ZIDELL CHARITABLEFOUNDATION (EIN 20-3912349)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349101388
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T12:06:20-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 8705 SW NIMBUS AVE SUITE 230 | AddressLine1Txt |
| City | BEAVERTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON RUSSELL | PreparerPersonNm |
| PTIN | P01867644 | PTIN |
| Phone | 5032264541 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,536,178 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $424,985 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,384 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,384 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $590,430 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $590,430 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$580,960 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,686,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $460,214 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $345 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $345 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $439,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,055,373 | 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 |
| Legal Fees Rev And Expnss | $4,342 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,342 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,518 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,422 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,673 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,673 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $441,654 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $214,623 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $226,593 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $482,687 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $217,045 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $253,108 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,957,044 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,957,044 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,439,731 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $217,045 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,210,152 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,000,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $838,328 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $488,528 | CashBOYAmt |
| Cash EOY | $266,610 | CashEOYAmt |
| Cash EOYFMV | $266,610 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $132,998 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $16,332,334 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,489,489 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,063,077 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,277 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $206,491 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $206,491 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,963,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,962,590 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,536,178 | 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 | $16,963,137 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,962,590 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,963,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,962,590 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,963,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,962,590 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,963,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,000,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,962,590 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,962,590 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | D | 2023-01-03 | 2024-02-12 | $29,190 | $21,560 | $7,630 | $7,630 |
| ANHEUSER BUSCH | P | 2016-12-27 | 2024-09-16 | $310,466 | $500,242 | -$189,776 | -$189,776 |
| AUTODESK INC | D | 2006-01-06 | 2024-02-12 | $155,934 | $25,694 | $130,240 | $130,240 |
| DOLBY | D | 2008-10-16 | 2024-02-12 | $59,855 | $25,320 | $34,535 | $34,535 |
| FREEPORT-MCMORAN | D | 2019-01-22 | 2024-02-12 | $75,240 | $24,592 | $50,648 | $50,648 |
| JOHNSON CONTROLS | D | 2002-01-31 | 2024-02-12 | $32,791 | $13,436 | $19,355 | $19,355 |
| SEAGATE TECHNOLOGY | D | 2001-12-28 | 2024-02-12 | $151,588 | $39,584 | $112,004 | $112,004 |
| SNOWFLAKE INC | D | 2022-05-05 | 2024-02-12 | $136,716 | $85,275 | $51,441 | $51,441 |
| SOLVENTUM CORP | P | 2020-02-26 | 2024-09-16 | $59,471 | $77,456 | -$17,985 | -$17,985 |
| WARNER BROS DISCOVERY INC | P | 2018-07-09 | 2024-02-12 | $25,961 | $83,413 | -$57,452 | -$57,452 |
| ATLANTA BRAVES HOLDINGS INC | D | 2001-12-28 | 2024-02-12 | $793 | $21 | $772 | $772 |
| IONIS PHARMACEUTICALS INC | D | 2010-10-25 | 2024-02-12 | $1,966 | $367 | $1,599 | $1,599 |
| KRAFT HEINZ CO | D | 1998-04-20 | 2024-09-16 | $110,704 | $43,536 | $67,168 | $67,168 |
| LIBERTY BROADBAND CORP | D | 2001-12-28 | 2024-02-12 | $38,681 | $4,359 | $34,322 | $34,322 |
| LIBERTY FORMULA ONE A | D | 2001-12-28 | 2024-02-12 | $14,585 | $440 | $14,145 | $14,145 |
| LIBERTY SIRIUSXM A | D | 2001-12-28 | 2024-02-12 | $29,604 | $1,812 | $27,792 | $27,792 |
| LIBERTY LIVE GROUP A | D | 2001-12-28 | 2024-02-12 | $8,839 | $660 | $8,179 | $8,179 |
| LIBERTY FORMULA ONE C | D | 2001-12-28 | 2024-02-12 | $30,841 | $801 | $30,040 | $30,040 |
| LIBERTY LIVE GROUP C | D | 2001-12-28 | 2024-02-12 | $12,814 | $849 | $11,965 | $11,965 |
| LIBERTY SIRIUSXM C | D | 2001-12-28 | 2024-02-12 | $40,877 | $2,392 | $38,485 | $38,485 |
| L3 HARRIS TECHNOLOGIES INC | D | 2001-12-28 | 2024-02-12 | $122,667 | $27,480 | $95,187 | $95,187 |
| NOV INC | D | 2008-09-29 | 2024-09-16 | $237,287 | $247,367 | -$10,080 | -$10,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $460,214 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,653 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,653 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,653 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,771 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,771 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,118 | OverpaymentAmt |
| Applied To ES Tax | $18,118 | 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 | ANDREA MAREK | 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 (5 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 |
| JOSH FRANKEL | ||||||||
| 2020 SW 4TH AVE SUITE 600 | PORTLAND | OR | 97201 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JASON ZIDELL | ||||||||
| 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 | $29,203,895 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $938,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,142,874 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,142,874 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $452,143 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,690,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,484,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,484,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,653 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,653 | TotalTaxAmt |
| Distributable Before Adj | $1,472,884 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,472,884 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,472,884 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,210,152 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,210,152 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,472,884 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $482,765 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $278,912 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $441,234 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,958 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,263,869 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,210,152 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,472,884 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $737,268 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,001,137 | 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 | $2,001,137 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $482,765 | ExcessFromYear4Amt |
| Excess From Year3 | $278,912 | ExcessFromYear3Amt |
| Excess From Year2 | $441,234 | ExcessFromYear2Amt |
| Excess From Year1 | $60,958 | ExcessFromYear1Amt |
| Excess From Current Year | $737,268 | ExcessFromCurrentYearAmt |
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 (40 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 | HUMAN SERVICES | GENERAL OPERATIONS SUPPORT | $25,000 | |
| ASSISTANCE LEAGUE OF SW WASHINGTON | ||||||||
| 3205 SE BALBOA DRIVE | VANCOUVER | WA | 98683 | NONE | HUMAN SERVICES | OPERATION SCHOOL BELL | $10,000 | |
| BNAI BRITH | ||||||||
| 9400 SW BEAVERTON-HILLSDALE HIGHWAY | BEAVERTON | OR | 97005 | NONE | JEWISH CULTURE & EDU | 2024 BB BASH LEGACY BUILDING & ANNUAL PLEDGE | $97,000 | 147 |
| BOYS & GIRLS CLUB OF SW WASHINGTON | ||||||||
| 1111 MAIN STREET SUITE 605 | VANCOUVER | WA | 98660 | NONE | HUMAN SERVICES | YOUTH DEVELOPMENT PROGRAMS | $10,000 | |
| CLARK COUNTY FOOD BANK | ||||||||
| PO BOX 61833 | VANCOUVER | WA | 98666 | NONE | HUMAN SERVICES | GENERAL OPERATIONS SUPPORT | $25,000 | |
| COMMUNITY FOUNDATION FOR SW WASHINGTON | ||||||||
| 1053 OFFICERS ROW | VANCOUVER | WA | 98661 | NONE | EDUCATION | 2024 SCHOLARSHIP FUND | $50,000 | |
| CONGREGATION NEVEH SHALOM | ||||||||
| 2900 SW PEACEFUL LANE | PORTLAND | OR | 97239 | NONE | JEWISH CULTURE & EDU | FUNDING OUR FUTURE CAMPAIGN AND GENERAL SUPPORT | $46,000 | |
| CONGREGATION SHAARIE TORAH | ||||||||
| 920 NW 25TH AVENUE | PORTLAND | OR | 97210 | NONE | JEWISH CULTURE & EDU | GENERAL OPERATIONS SUPPORT | $15,000 | |
| EASTSIDE JEWISH COMMONS | ||||||||
| 2420 NE SANDY BLVD | PORTLAND | OR | 97232 | NONE | JEWISH CULTURE & EDU | 2024-2025 OPERATIONAL SUPPORT | $54,000 | |
| EXPONENT PHILANTHROPY | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | EDUCATION | GENERAL OPERATIONS SUPPORT | $1,500 | |
| FREE CLINIC OF SW WASHINGTON | ||||||||
| 4100 PLOMONDON STREET | VANCOUVER | WA | 98661 | NONE | HEALTH & MEDICAL RES | FREE CLINIC OPERATIONS | $30,000 | |
| GESHER | ||||||||
| 10701 SW 25TH AVENUE | PORTLAND | OR | 97219 | NONE | JEWISH CULTURE & EDU | GENERAL OPERATIONS SUPPORT | $5,400 | |
| GREATER PORTLAND HILLEL | ||||||||
| PO BOX 1547 | PORTLAND | OR | 97207 | NONE | JEWISH CULTURE & EDU | GENERAL OPERATIONS SUPPORT | $10,000 | |
| JEWISH FAMILY & CHILD SERVICES | ||||||||
| 1221 SW YAMHILL SUITE 301 | PORTLAND | OR | 97205 | NONE | JEWISH CULTURE & EDU | COUNSELING SUPPORT SERVICES | $5,400 | |
| JEWISH FEDERATION OF PORTLAND | ||||||||
| 6680 SW CAPITOL HIGHWAY | PORTLAND | OR | 97219 | NONE | JEWISH CULTURE & EDU | CATALYST FUND $1 FOR $2 MATCH & SECURITY FUND MATCHING GRANT | $130,000 | |
| MAAYAN TORAH DAY SCHOOL | ||||||||
| 2900 SW PEACEFUL LANE | PORTLAND | OR | 97239 | NONE | JEWISH CULTURE & EDU | 2024 ANNUAL FUNDRAISER | $36,000 | |
| MAIMONIDES JEWISH DAY SCHOOL | ||||||||
| 4635 NE 9TH AVENUE | PORTLAND | OR | 97211 | NONE | JEWISH CULTURE & EDU | GENERAL OPERATIONS SUPPORT | $9,000 | |
| MIZELL SENIOR CENTER | ||||||||
| 480 S SUNRISE WAY | PALM SPRINGS | CA | 92262 | NONE | HUMAN SERVICES | GENERAL OPERATIONS SUPPORT | $1,000 | |
| MOISHE HOUSE | ||||||||
| 6444 SE STARK STREET | PORTLAND | OR | 97215 | NONE | HUMAN SERVICES | MOISHE POD WEST PORTLAND AND GENERAL SUPPORT | $17,500 | |
| NCSY | ||||||||
| 6688 SW CAPITOL HIGHWAY | PORTLAND | OR | 97219 | NONE | JEWISH CULTURE & EDU | THE Q PROJECT 2024 | $36,000 | |
| NORTHWEST MOTHERS MILK BANK | ||||||||
| 15875 SW 74TH AVENUE | TIGARD | OR | 97224 | NONE | HUMAN SERVICES | EXISTING PROGRAM IMPROVEMENTS | $25,000 | |
| OAICU | ||||||||
| 16101 SW 72ND AVENUE SUITE 100 | PORTLAND | OR | 97224 | NONE | EDUCATION | GENERAL OPERATIONS SUPPORT | $12,500 | |
| OREGON HILLEL | ||||||||
| 1059 HILYARD STREET | EUGENE | OR | 97401 | NONE | JEWISH CULTURE & EDU | 2024-2025 SUPPORT PLEDGE | $50,000 | |
| OREGON JEWISH MUSEUM | ||||||||
| 1953 NW KEARNEY STREET | PORTLAND | OR | 97209 | NONE | JEWISH CULTURE & EDU | 2024 CAPITAL CAMPAIGN PLEDGE & ANNUAL SUPPORT | $265,020 | |
| OREGON SYMPHONY | ||||||||
| 921 SW WASHINGTON SUITE 200 | PORTLAND | OR | 97205 | NONE | ARTS & CULTURE | 2024 GALA | $100,000 | |
| OREGON ZOO FOUNDATION | ||||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | EDUCATION | OREGON ZOO PRIMATE FOREST | $60,000 | |
| OVARIAN CANCER ALLLIANCE OF OREGON & SW WASHINGTON | ||||||||
| 16420 SE MCGILLIVRAY | VANCOUVER | WA | 98683 | NONE | HEALTH & MEDICAL RES | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 | |
| PATH HOME | ||||||||
| 6220 SE 92ND AVENUE | PORTLAND | OR | 97266 | NONE | HUMAN SERVICES | GENERAL OPERATIONS SUPPORT | $10,000 | |
| PORTLAND JEWISH ACADEMY | ||||||||
| 6651 SW CAPITOL HIGHWAY | PORTLAND | OR | 97219 | NONE | JEWISH CULTURE & EDU | 2023 AUCTION MATCH SPONSORSHIP | $295,324 | |
| PORTLAND KOLLEL | ||||||||
| 6688 SW CAPITOL HIGHWAY | PORTLAND | OR | 97219 | NONE | JEWISH CULTURE & EDU | STAFFING | $5,400 | |
| PORTLAND YOUTH PHILHARMONIC | ||||||||
| 520 SW SIXTH AVENUE SUITE 820 | PORTLAND | OR | 97204 | NONE | ARTS & CULTURE | MUSIC EDUCATION EQUITY | $5,000 | |
| PROVIDENCE PORTLAND MEDICAL FOUNDATION | ||||||||
| 4805 NE GLISAN STREET | PORTLAND | OR | 97213 | NONE | HEALTH & MEDICAL RES | CREATING HOPE 2024 SUPPORT AND PANCREATIC CANCER RESEARCH | $150,000 | |
| PROVIDENCE ST VINCENT MEDICAL FOUNDATION | ||||||||
| 9205 SW BARNES ROAD | PORTLAND | OR | 97225 | NONE | HEALTH & MEDICAL RES | REIMAGINING EMERGENCY ROOM | $250,000 | |
| SHAARIE TORAH SISTERHOOD | ||||||||
| 920 NW 25TH AVENUE | PORTLAND | OR | 97210 | NONE | JEWISH CULTURE & EDU | BAKE SALE | $15,000 | |
| ST JOHN SCHOOL | ||||||||
| 24250 REGINA STREET | PLAQUEMINE | LA | 70764 | NONE | EDUCATION | SCHOLARSHIP FUND | $5,000 | |
| TIVNU BUILDING JUSTICE | ||||||||
| 7971 SE 11TH AVENUE | PORTLAND | OR | 97202 | NONE | JEWISH CULTURE & EDU | CHARITABLE PURPOSE OF ORGANIZATION | $30,000 | |
| TRAUMA INTERVENTION PROGRAMS INC | ||||||||
| 4800 NE 122ND AVENUE | PORTLAND | OR | 97230 | NONE | HUMAN SERVICES | GENERAL OPERATIONS SUPPORT | $10,000 | |
| URBAN GLEANERS | ||||||||
| 15 SE 6TH AVENUE | PORTLAND | OR | 97214 | NONE | HUMAN SERVICES | GENERAL OPERATIONS SUPPORT | $35,000 | |
| YWCA CLARK COUNTY | ||||||||
| 3609 MAIN STREET | VANCOUVER | WA | 98663 | NONE | HUMAN SERVICES | GENERAL OPERATIONS SUPPORT | $10,000 | |
| MITTLEMAN JEWISH COMMUNITY CENTER | ||||||||
| 6651 SW CAPITOL HIGHWAY | PORTLAND | OR | 97219 | NONE | JEWISH CULTURE & EDU | GENERAL OPERATIONS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,957,044 | 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 | $4,384 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $590,430 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $345 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$580,960 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $345 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,854 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,199 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAY ZIDELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $424,985 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ARCOSA INC - 4,249 SHARES | NoncashPropertyDesc |
| Fair Market Value | $424,985 | FairMarketValueAmt |
| Received | 2024-12-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $14,489,489 | EOYBookValueAmt |
| EOYFMV | $29,063,077 | 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 | $9,187 | $9,187 |
| KCB REAL ESTATE VIII LP | AT COST | $197,304 | $197,304 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,342 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,342 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES | $50 | $0 | $50 |
| NON DEDUCTIBLE EXPENSES FROM PASS-THROUGH ENTITY | $438 | $0 | $0 |
| EXCESS RENTAL EXPENSES FROM PASS-THROUGH ENTITY | $207,093 | $207,093 | $0 |
| BANK FEES | $7,530 | $7,530 | $0 |
| DUES AND SUBSCRIPTIONS | $2,157 | $0 | $2,157 |
| OFFICE EXPENSE | $224,386 | $0 | $224,386 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASPEN HOUSING OPPORTUNITIES LLC | Desc |
| Revenue And Expenses Per Books | $345 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $345 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $345 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE | $2,096 | $0 | $0 |
| FOREIGN TAXES | $2,422 | $2,422 | $0 |
| FEDERAL TAXES | $10,000 | $0 | $0 |