OAK CREEK FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- OAK CREEK FOUNDATION (EIN 20-0459104)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-21
- IRS object ID
- 202622029349100707
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-21T10:55:20-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 WASHINGTONIAN BLVD STE 500 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | 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 | 200459104 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAK CREEK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKC | BusinessNameControlTxt |
| Phone | 2402951600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1429 N 45TH STREET | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY C ACKER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2402951600 | PhoneNum |
| Signature | 2026-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 3012963600 | PhoneNum |
| Preparation | 2026-07-14 | PreparationDt |
| 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 | $2,706,567 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,370 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,370 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,612 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $217,386 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,612 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $136,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,988 | 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 | $5,472 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,872 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,222 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,222 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,044 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,044 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $546 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $546 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,284 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,866 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,418 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,866 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,418 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,296 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,122 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,188 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,188 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $173 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $49,869 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $50,014 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $50,014 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,305,208 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,387,922 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,387,922 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $59,805 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $62,167 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $62,167 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,028,218 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,157,276 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,157,276 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,525,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,706,567 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,706,567 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,525,743 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,706,567 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,525,743 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,706,567 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,525,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,706,567 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,525,743 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,296 | ExcessRevenueOverExpensesAmt |
| Other Increases | $199,120 | OtherIncreasesAmt |
| Subtotal | $2,706,567 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,706,567 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LT | P | $186,945 | $138,774 | $48,171 | $48,171 |
| CAPITAL GAINS DIVIDENDS | P | $30,441 | $30,441 | $30,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,612 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,697 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,697 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,697 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,658 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,658 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,961 | OverpaymentAmt |
| Applied To ES Tax | $2,961 | 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 | WA | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | WHITE OAK ENTERPRISES LLC | IndividualWithBooksNm |
| Phone | 2402951600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8171 MAPLE LAWN BLVD 375 | AddressLine1Txt |
| City | FULTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20759 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT RENSCHLER | ||||||||
| 1429 N 45TH STREET | SEATTLE | WA | 98103 | CO-PRES/DIRECTOR | 0.50 | $0 | $0 | $0 |
| TODD RENSCHLER | ||||||||
| 1429 N 45TH STREET | SEATTLE | WA | 98103 | CO-PRES/DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARY C ACKER | ||||||||
| 8171 MAPLE LAWN BLVD 375 | FULTON | MD | 20759 | SECRETARY/TREASURER | 0.50 | $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 | $2,576,416 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,716 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,649,132 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,649,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,737 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,609,395 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,697 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,697 | TotalTaxAmt |
| Distributable Before Adj | $128,773 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $128,773 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $128,773 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,418 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $140,418 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,773 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $120,122 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $140,418 | QualifyingDistributionsAmt |
| Applied To Year1 | $120,122 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,296 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $108,477 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT RENSCHLER | ContributingManagerNm |
| Contributing Manager | TODD RENSCHLER | ContributingManagerNm |
| Contributing Manager | MARY C ACKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COMMON POWER FUTURE | ||||||
| PO BOX 51125 | SEATTLE | WA | 98115 | PC | DEMOCRACY OUTREACH | $50,000 |
| EXTRAFOOD ORG | ||||||
| 907 SIR FRANCIS DRAKE BLVD | KENTFIELD | CA | 94904 | PC | ADDRESS WORLD HUNGER | $25,000 |
| HALLECK CREEK RANCH | ||||||
| PO BOX 159 | NICASIO | CA | 94946 | PC | EMPOWERING DISABILITIES THROUGH THERAPEUTIC HORSEBACK RIDING | $5,000 |
| MARIN ACADEMY | ||||||
| 1600 MISSION AVENUE | SAN RAFAEL | CA | 94901 | PC | PROGRESSIVE COLLEGE-PREP EDUCATION | $15,000 |
| NICASIO LAND PRESERVE | ||||||
| PO BOX 532 | NICASIO | CA | 94946 | PC | LAND CONSERVATION | $15,000 |
| NICASIO VOLUNTEER FIRE DEPARTMENT | ||||||
| PO BOX 791 | NICASIO | CA | 94946 | PC | FIRE PREVENTION | $10,000 |
| OPAL COMMUNITY LAND TRUST | ||||||
| PO BOX 1133 | EASTSOUND | WA | 98245 | PC | AFFORDABLE HOUSING | $7,500 |
| ORCAS ISLAND COMMUNITY FOUNDATION | ||||||
| PO BOX 1496 | EASTSOUND | WA | 98245 | PC | ORCAS ISLAND PHILANTHROPY | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,370 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,612 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $136,988 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,988 | 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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLNESS ADVOCACY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(4) | OrganizationTypeDesc |
| Relationship Description | A MAJORITY OF THE OAK CREEK BOARD MEMBERS ARE BOARD MEMBERS OF WELLNESS ADVOCACY FUND. | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,472 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,872 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FOUNDATION MANAGERS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART XIV, LINE 1A | FormAndLineReferenceDesc |
| Medium Explanation | WHITE OAK LEGACY INC (F/K/A REALTY INV CO., INC) CONTRIBUTED >2% OF THE TOTAL CONTRIBUTIONS TO THE FOUNDATION;SCOTT AND TODD RENSCHLER (CO PRESIDENTS) ARE STOCKHOLDERS OF WHITE OAK LEGACY INC.MARY ACKER (TREASURER) IS AN OFFICER OF WHITE OAK LEGACY INC. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ELI LILLY & CO 3.1% 05/15/27 | $49,570 | $49,570 |
| VANGUARD SHORT-TERM CORPORATE BOND | $12,597 | $12,597 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COLUMBIA DIVIDEND INCOME FUND | $183,522 | $183,522 |
| COLUMBIA GLOBAL TECH | $98,662 | $98,662 |
| GOLDMAN SACHS INTL SMALL | $52,470 | $52,470 |
| ISHARES INC CORE MSCI | $69,842 | $69,842 |
| ISHARES MSCI ALL COUNTRY | $21,883 | $21,883 |
| JP MORGAN UNDISC MGRS | $48,445 | $48,445 |
| VANGUARD 500 INDEX FUND | $87,798 | $87,798 |
| VANGUARD FTSE DEVELOPED | $115,007 | $115,007 |
| VANGUARD MID-CAP ETF | $261,779 | $261,779 |
| VANGUARD REAL ESTATE ETF | $58,404 | $58,404 |
| VANGUARD SMALL CAP | $138,003 | $138,003 |
| VANGUARD VALUE ETF | $252,107 | $252,107 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $50,014 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $50,014 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK HIGH YIELD PTF INST (BHYIX) | FMV | $35,344 | $35,344 |
| CALVERT BOND I (CBDIX) | FMV | $49,333 | $49,333 |
| CALVERT INTL EQUITY I (CWVIX) | FMV | $97,447 | $97,447 |
| CALVERT SHORT DURATION INC I (CDSIX) | FMV | $93,581 | $93,581 |
| CALVERT ULTRA SHORT DUR INC I (CULIX) | FMV | $57,941 | $57,941 |
| CLEARBRIDGE INTL GROWTH I (LMGNX) | FMV | $101,450 | $101,450 |
| COHEN & STEERS REALTY SHS INC (CSRSX) | FMV | $20,457 | $20,457 |
| E V ATLANTA CAP SMID CAP I (EISMX) | FMV | $90,970 | $90,970 |
| MATTHEWS EMRG MKT SUST FUT I (MISFX) | FMV | $51,544 | $51,544 |
| NUVEEN CORE IMPACT BD R6 (TSBIX) | FMV | $50,825 | $50,825 |
| NUVEEN SHT DUR IMPACT BD R6 (TSDJX) | FMV | $34,144 | $34,144 |
| PIMCO TOTAL RETURN ESG I2 (PRAPX) | FMV | $27,175 | $27,175 |
| PRINCIPAL GLB REL EST SEC INST (POSIX) | FMV | $20,130 | $20,130 |
| VANGUARD ESG US STOCK ETF (ESGV) | FMV | $82,979 | $82,979 |
| VANGUARD FTSE SOC INDX ADM (VFTAX) | FMV | $343,956 | $343,956 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSES & FEES | Desc |
| Revenue And Expenses Per Books | $546 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $546 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $198,781 |
| BOOK/TAX DIFFERENCE | $339 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $13,222 | Amt |
| Net Investment Income | $13,222 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN WITHHOLDING TAX | CategoryTxt |
| Amt | $1,044 | Amt |
| Net Investment Income | $1,044 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |