CHALLENGE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHALLENGE FOUNDATION (EIN 58-1817816)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349103856
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T14:37:43-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930567723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAGINNIS & CAREY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 MEADOWS ROAD SUITE 200 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 970354293 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581817816 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHALLENGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAL | BusinessNameControlTxt |
| Phone | 5037810237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14550 SW HAZELTREE TERRACE | AddressLine1Txt |
| City | TIGARD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972242905 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL REINSTADLER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5037810237 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD W WINGARD CPA | PreparerPersonNm |
| PTIN | P00144061 | PTIN |
| Phone | 5032270519 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $396,205 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $681,169 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,600 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,600 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,027 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,259,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,810,229 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,259,867 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,949,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,268,494 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $132,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,499 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,237 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,990 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,163 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,830 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,727 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $205,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,685,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,685,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,890,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,685,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $59,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,268,494 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $144,376 | CashBOYAmt |
| Cash EOY | $212,499 | CashEOYAmt |
| Cash EOYFMV | $212,499 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $138,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $155,196 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $155,196 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $63,821 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $63,821 | InvstLandAccumDepreciationAmt |
| Other Investments BOY | $43,764 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,510 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,510 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $326,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $396,205 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $396,205 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,779 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,117 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $7,282 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $18,444 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,061 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,561 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $313,433 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $371,644 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $313,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $371,644 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $326,494 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $396,205 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $313,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $59,217 | ExcessRevenueOverExpensesAmt |
| Other Increases | $703 | OtherIncreasesAmt |
| Subtotal | $373,353 | SubtotalAmt |
| Other Decreases | $1,709 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $371,644 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS PUBLIC EQUITY - NONCOVERED | D | $373,127 | $49,838 | $323,289 | $323,289 |
| GOLDMAN SACHS PUBLIC EQUITY - COVERED | D | $1,237,016 | $469,024 | $767,992 | $767,992 |
| TRILANTIC CAPITAL PARTNERS IV OFFSHORE AIV LP | D | $99,573 | $99,573 | $99,573 | |
| TRILANTIC CAPITAL PARTNERS IV LP | D | $1 | $1 | $1 | |
| ENTERPRISE PRODUCTS PARTNERS LP | D | $100,512 | $31,500 | $69,012 | $69,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,259,867 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,632 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,632 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,632 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $812 | EsPenaltyAmt |
| Tax Due | $18,444 | TaxDueAmt |
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.CHALLENGEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | APN GROUP | IndividualWithBooksNm |
| Phone | 4044355238 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1718 PEACHTREE ST STE 181 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARTHA BRYAN | ||||||||
| PO BOX 1929 | LAKE OSWEGO | OR | 97035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHERYL REINSTADLER | ||||||||
| 14550 SW HAZELTREE TERRACE | TIGARD | OR | 97224 | EXECUTIVE DIRECTOR | 40.00 | $132,000 | $0 | $0 |
| RUPERT REINSTADLER | ||||||||
| 14550 SW HAZELTREE TERRACE | TIGARD | OR | 97224 | 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 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $596,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $44,116 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $640,467 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $640,467 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $630,860 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,543 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,632 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,632 | TotalTaxAmt |
| Distributable Before Adj | $13,911 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,911 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,911 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,685,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,685,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,911 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,261,941 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,720,910 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,693,332 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,694,347 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,719,486 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,090,016 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,685,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,671,089 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,761,105 | 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 | $1,261,941 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,499,164 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,720,910 | ExcessFromYear4Amt |
| Excess From Year3 | $1,693,332 | ExcessFromYear3Amt |
| Excess From Year2 | $1,694,347 | ExcessFromYear2Amt |
| Excess From Year1 | $1,719,486 | ExcessFromYear1Amt |
| Excess From Current Year | $1,671,089 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE CHALLENGE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 PRESTON ROAD 267 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9728673265 | RecipientPhoneNum |
| Form And Info And Materials | REVIEW THE GRANTMAKING GUIDELINES ON THE FOUNDATION'S WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO FIXED DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTER FOR AMERICAN RIGHTS | ||||||
| 747 N LE SALLE ST SUITE 210 | CHICAGO | IL | 60654 | PF | SCHOOL CHOICE EXPANSION, CENSORSHIP | $100,000 |
| CAROLINA CAN | ||||||
| 1380 MONROE ST NW 413 | WASHINGTON | DC | 20010 | PF | OUTREACH PROGRAMS | $50,000 |
| CASCADE POLICY INSTITUTE | ||||||
| 4850 SW SCHOLLS FERRY RD SUITE 103 | PORTLAND | OR | 97225 | PF | CHILDREN'S SCHOLARSHIP PROGRAM | $50,000 |
| CENTER FOR RIGHTS OF ABUSED CHILDREN | ||||||
| 300 EAST CAMELBACK RD SUITE 300 | PHOENIX | AZ | 85016 | PF | SUPPORT ONGOING EFFORTS FOR FOSTER CHILDREN | $250,000 |
| GOLDWATER INSTITUTE | ||||||
| 500 E CORONADO RD | PHOENIX | AZ | 85004 | PF | PARENTAL RIGHTS, ACADEMIC TRANSPARENCY, ETC. | $100,000 |
| HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | PF | PROJECTS WITH THE CENTER FOR EDUCATION POLICY | $125,000 |
| MOVING PICTURE INSTITUTE | ||||||
| 375 GREENWICH ST | NEW YORK | NY | 10013 | PF | UPCOMING FILMS, INTERN PROGRAM | $200,000 |
| MT VERNON LADIES' ASSOCIATION OF THE UNION | ||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | PF | REVITALIZATION OF EXHIBITS | $100,000 |
| PACIFIC RESEARCH INSTITUTE | ||||||
| PO BOX 60485 | PASADENA | CA | 91101 | PF | SUPPORT OF EDUCATIONAL OUTREACH PROGRAMS | $70,000 |
| PARENTS FOR EDUCATIONAL FREEDOM IN NC (PEFNC) | ||||||
| 3100 SMOKETREE CT SUITE 501 | RALEIGH | NC | 27502 | PF | EXPANDING SCHOOL CHOICE & SCHOLARSHIPS | $100,000 |
| STATE POLICY NETWORK | ||||||
| 1655 NORTH FORT MYER DR SUITE 360 | ARLINGTON | VA | 22209 | PF | ESA PROGRAMS | $150,000 |
| YMCA CAMP COLLINS | ||||||
| 3001 SE OXBOW PARKWAY | GRESHAM | OR | 97080 | PF | SUMMER CAMP SCHOLARSHIPS | $40,000 |
| YOUNG AMERICAN'S FOUNDATION | ||||||
| 11480 COMMERCE PARK DRIVE 6TH FLOOR | RESTON | VA | 20191 | PF | NATIONAL STUDENT CONFERENCE | $350,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,685,000 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,600 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,027 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,259,867 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,627 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,259,867 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,268,494 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MARTHA BRYAN | ||||||
| 1 | PO BOX 1929 | LAKE OSWEGO | OR | 97035 | $518,862 | Yes (X) |
| MARTHA BRYAN | ||||||
| 2 | PO BOX 1929 | LAKE OSWEGO | OR | 97035 | $31,500 | Yes (X) |
| MARTHA BRYAN | ||||||
| 3 | PO BOX 1929 | LAKE OSWEGO | OR | 97035 | $130,807 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | COMMON STOCK FROM VARIOUS PUBLICLY-TRADED BUSINESSES | $518,862 | 2025-01-17 |
| 2 | 3,000 UNITS OF ENTERPRISE PRODUCTS PARTNERS LP | $31,500 | 2025-01-17 |
| 3 | .172727% INTEREST IN TRILANTIC CAPITAL PARTNERS IV LP | $130,807 | 2025-01-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,237 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $28,510 | BookValueAmt |
| EOYFMV | $28,510 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,499 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENALTIES | $812 |
| NONDEDUCTIBLE MEALS | $897 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $549 | $0 | $0 |
| OFFICE EXPENSE | $324 | $0 | $0 |
| MISCELLANEOUS | $1,529 | $0 | $0 |
| PORTFOLIO DEDUCTIONS - K-1 | $6,325 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $703 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX PAYABLE | Desc |
| BOY Book Value | $7,282 | BOYBookValueAmt |
| EOY Book Value | $18,444 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL FEES | CategoryTxt |
| Amt | $1,990 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $10,531 | $0 | $0 |
| EXCISE TAX | $17,632 | $0 | $0 |
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