ECOWORKS FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ECOWORKS FOUNDATION INC (EIN 93-1306217)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201721299349101917
- Schema version
- 2016v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T17:44:59-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930418710 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELAP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 MEADOWS ROAD NO 200 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931306217 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECOWORKS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ECOW | BusinessNameControlTxt |
| Phone | 5035390294 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 NW 12TH AVE STE 203 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PRESIDENT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5035390294 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY W STACHLOWSKI | PreparerPersonNm |
| PTIN | P00163708 | PTIN |
| Phone | 5036974118 | PhoneNum |
| Preparation | 2017-05-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.14.192.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-08 | IPDt |
| IP Tm | 07:01:07 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3A4FF7865B06DAFC1F115623AA005B3E585D39CC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F5D6AFCA11DB172F730E55604FA5BD65C013B34 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,589,938 | 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 |
| Dividends Rev And Expnss | $33,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,342 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $514,192 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,053 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,342 | 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 | $32 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $32 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,098 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,098 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $547 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $547 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $950 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $950 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,177 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,177 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,177 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$70,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,165 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,444 | CashBOYAmt |
| Cash EOY | $85,707 | CashEOYAmt |
| Cash EOYFMV | $85,707 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,398,210 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,259,823 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,504,231 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,415,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,345,530 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,589,938 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,415,654 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,345,530 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,415,654 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,345,530 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,415,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,345,530 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,415,654 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$70,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,345,530 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,345,530 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $511,141 | $517,481 | -$6,340 | -$6,340 | |
| CAPITAL GAINS DIVIDENDS | $3,051 | $3,051 | $3,051 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,289 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $86,715 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,669,856 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051930 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $87,145 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,714,562 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050826 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,437 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,650,238 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045713 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,083 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,549,911 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049089 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,551,586 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048402 | DistributionYr5Rt |
| Total Distribution | 0.245960 | TotalDistributionRt |
| Average Distribution | 0.049192 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,589,426 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $78,187 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $212 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $78,399 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $88,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $212 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $212 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $212 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $897 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $897 | TotalPaymentsAndCreditsAmt |
| Overpayment | $685 | OverpaymentAmt |
| Applied To ES Tax | $685 | 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.ECOWORKSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BRADLEY A ZENGER | IndividualWithBooksNm |
| Phone | 5035390294 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 NW 12TH AVE STE 203 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| BRADLEY A ZENGER | ||||||||
| 408 NW 12TH AVE STE 203 | PORTLAND | OR | 97209 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAVID REICHLE | ||||||||
| 408 NW 12TH AVE STE 203 | PORTLAND | OR | 97209 | DIRECTOR/TREASURER | 1.00 | $0 | $0 | $0 |
| BRENDA MELUM | ||||||||
| 408 NW 12TH AVE STE 203 | PORTLAND | OR | 97209 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| RORY SCHMICK | ||||||||
| 408 NW 12TH AVE STE 203 | PORTLAND | OR | 97209 | DIRECTOR | 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 | $1,548,424 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,206 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,613,630 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,613,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,204 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,589,426 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,471 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,471 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $212 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $212 | TotalTaxAmt |
| Distributable Before Adj | $79,259 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,259 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,259 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $88,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $212 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $87,788 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $41,426 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $41,426 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,574 | 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 | $32,685 | 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 | BRADLEY A ZENGER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRADLEY A ZENGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 NW 12TH AVE STE 203 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5035390294 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICANTS MUST SUBMIT THE FOLLOWING TO THE BOARD FOR REVIEW: - APPLICATION FORM WITH ORIGINAL SIGNATURES - COPY OF IRS 501(C)(3) TAX EXEMPTION - CURRENT FINANCIAL STATEMENTS - DETAILED PROJECT BUDGET - LIST OF OFFICERS AND BOARD MEMBERS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | YES - PROGRAMS WORKING TO DEVELOP SUSTAINABLE MODELS OF ECONOMIC DEVELOPMENT THAT CAN BE IMPLEMENTED AROUND THE WORLD - PROGRAMS THAT ARE STUDYING, DEVELOPING, AND IMPLEMENTING IMPROVEMENTS TO EDUCATION - PROGRAMS THAT ARE STUDYING, DEVELOPING, AND IMPLEMENTING CONSERVATION OF THE EARTH'S BIOLOGICAL DIVERSITY AND THE PRESERVATION OF EXISTING AND ULTIMATE RESTORATION OF LOST NATURAL HABITATS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLIMATE SOLUTIONS | |||||||
| 222 NW DAVIS SUITE 300 | PORTLAND | OR | 97209 | NONE | PC | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $2,000 |
| CONCORDIA UNIVERSITY FOUNDATION | |||||||
| 2811 NE HOLMAN ST | PORTLAND | OR | 97211 | NONE | PC | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $1,000 |
| DE LA SALLE NORTH | |||||||
| 7528 N FENWICK AVE | PORTLAND | OR | 97217 | NONE | PC | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $1,000 |
| FRIENDS OF ZENGER FARM | |||||||
| 11741 SE FOSTER RD | PORTLAND | OR | 97266 | NONE | PC | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $25,000 |
| KENYA KEYS SANITARY PROGRAM | |||||||
| 5314 TUALATA CT | LAKE OSWEGO | OR | 97035 | NONE | PC | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $1,000 |
| OREGON ENTREPRENEURS NETWORK | |||||||
| 309 SW 6TH AVE NO 212 | PORTLAND | OR | 97204 | NONE | PC | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $1,000 |
| OREGON FOOD BANK INC | |||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97211 | NONE | PC | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $1,000 |
| OSU FOUNDATION | |||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | NONE | PC | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $34,000 |
| PSU FOUNDATION | |||||||
| 1600 SW FOURTH AVE SUITE 730 | PORTLAND | OR | 97201 | NONE | PC | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $21,000 |
| THE WETLANDS CONSERVANCY INC | |||||||
| 4640 SW MACADAM AVE STE 50 | PORTLAND | OR | 97239 | NONE | PC | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,342 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,053 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,053 | 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 | $2,550 | Amt |
| Net Investment Income | $2,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $1,259,823 | EOYBookValueAmt |
| EOYFMV | $1,504,231 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $32 | LegalFeesAmt |
| Net Investment Income | $32 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC EXPENSE (CREDITS) | Desc |
| Revenue And Expenses Per Books | $950 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $8,098 | Amt |
| Net Investment Income | $8,098 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OREGON DEPARTMENT OF JUSTICE | $187 | $187 | $0 |
| FOREIGN TAXES | $360 | $360 | $0 |