Waldorf Family Foundation Inc

Portland, OR
Tax-exempt since Feb. 1994
EIN: 11-3136497

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$58.2k (2024)

Expenses

$73.1k (2024)

Total Assets

$782k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$58,185

Expenses

$73,114

Net Income

-$14,929

Net Assets

$782,191

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,647	6.3%
Dividends	$28,713	49.3%
Sales of Assets	$25,825	44.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,000	75.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$782,191
Total Liabilities	$0
Net Assets	$782,191

Compensation

Key Employees and Officers	Compensation	Other
Kathleen Waldorf (President)	$0	$0
Kathleen Passantino (Treasurer)	$0	$0
Kathleen Rizzotti (Director)	$0	$0

990-PF

Filed on Feb. 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$7,890

Expenses

$28,939

Net Income

-$21,049

Net Assets

$777,734

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	> 100%
Interest Revenue	$680	8.6%
Dividends	$35,520	> 100%
Sales of Assets	-$53,310
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,000	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$777,734
Total Liabilities	$0
Net Assets	$777,734

Compensation

Key Employees and Officers	Compensation	Other
Kathleen Waldorf (President)	$0	$0
Kathleen Passantino (Treasurer)	$0	$0
Kathleen Rizzotti (Director)	$0	$0

990-PF

Filed on Feb. 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$64,351

Expenses

$47,036

Net Income

$17,315

Net Assets

$744,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	46.6%
Interest Revenue	$840	1.3%
Dividends	$31,567	49.1%
Sales of Assets	$1,944	3.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,000	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$744,919
Total Liabilities	$0
Net Assets	$744,919

Compensation

Key Employees and Officers	Compensation	Other
Kathleen Waldorf (President)	$0	$0
Kathleen Passantino (Treasurer)	$0	$0
Kathleen Rizzotti (Director)	$0	$0

990-PF

Filed on Jan. 31, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$58,348

Expenses

$60,539

Net Income

-$2,191

Net Assets

$873,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	42.8%
Interest Revenue	$2,127	3.6%
Dividends	$22,123	37.9%
Sales of Assets	$9,098	15.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	82.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$873,744
Total Liabilities	$0
Net Assets	$873,744

Compensation

Key Employees and Officers	Compensation	Other
Kathleen Waldorf (President Sec)	$0	$0
Kathleen Biemer (Treasurer Direc)	$0	$0

990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$32,325

Expenses

$159,866

Net Income

-$127,541

Net Assets

$878,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,359	4.2%
Dividends	$29,046	89.9%
Sales of Assets	$1,920	5.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,000	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$878,082
Total Liabilities	$1
Net Assets	$878,081

Compensation

Key Employees and Officers	Compensation	Other
Kathleen Waldorf (President Sec)	$0	$0
Kathleen Biemer (Treasurer Direc)	$0	$0

990-PF

Filed on Nov. 22, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$26,552

Expenses

$77,475

Net Income

-$50,923

Net Assets

$999,073

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,502	9.4%
Dividends	$13,261	49.9%
Sales of Assets	$10,789	40.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,475	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$999,074
Total Liabilities	$1
Net Assets	$999,073

Compensation

Key Employees and Officers	Compensation	Other
Kathleen Waldorf (President Secy)	$0	$0
Kathleen Biemer (Treasurer Dir)	$0	$0

990-PF

Filed on May 2, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$20,964

Expenses

$62,197

Net Income

-$41,233

Net Assets

$1,026,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,092	5.2%
Dividends	$10,714	51.1%
Sales of Assets	$9,158	43.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,197	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,026,613
Total Liabilities	$0
Net Assets	$1,026,613

Compensation

Key Employees and Officers	Compensation	Other
Kathleen Waldorf (President Secy)	$0	$0
Kathleen Biemer (Treasurer Dir)	$0	$0

990-PF

Filed on Oct. 3, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$19,464

Expenses

$42,100

Net Income

-$22,636

Net Assets

$1,067,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$178	0.9%
Dividends	$19,286	99.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,100	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,067,846
Total Liabilities	$0
Net Assets	$1,067,846

Compensation

Key Employees and Officers	Compensation	Other
Kathleen Waldorf (President Secy)	$0	$0
Kathleen Biemer (Treasurer Dir)	$0	$0

990-PF

Filed on Nov. 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$22,918

Expenses

$72,418

Net Income

-$49,500

Net Assets

$1,116,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,624	15.8%
Dividends	$19,364	84.5%
Sales of Assets	-$70
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,418	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,116,764
Total Liabilities	$0
Net Assets	$1,116,764

Compensation

Key Employees and Officers	Compensation	Other
Helyn Waldorf (V.Pres)	$0	$0
Kathleen Waldorf (President Secy)	$0	$0
Kathleen Biemer (Treasurer Dir)	$0	$0

990-PF

Filed on May 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$15,057

Expenses

$81,945

Net Income

-$66,888

Net Assets

$1,166,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,337	35.4%
Dividends	$9,720	64.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,945	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,166,264
Total Liabilities	$0
Net Assets	$1,166,264

Compensation

Key Employees and Officers	Compensation	Other
Helyn Waldorf (V.Pres)	$0	$0
Kathleen Waldorf (President Secy)	$0	$0
Kathleen Biemer (Treasurer Dir)	$0	$0

990-PF

Filed on Sept. 20, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2014

Revenue

$33,796

Expenses

$12,250

Net Income

$21,546

Net Assets

$1,220,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,374	24.8%
Dividends	$27,692	81.9%
Sales of Assets	-$2,270
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,250	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,217,298
Total Liabilities	-$2,875
Net Assets	$1,220,173

Compensation

Key Employees and Officers	Compensation	Other
Helyn Waldorf (V.Pres)	$0	$0
Kathleen Waldorf (President Secy)	$0	$0
Kathleen Biemer (Treasurer Dir)	$0	$0

990-PF

Filed on Nov. 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$714,824

Expenses

$88,025

Net Income

$626,799

Net Assets

$1,198,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$690,510	96.6%
Interest Revenue	$10,640	1.5%
Dividends	$14,580	2.0%
Sales of Assets	-$906
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,025	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,170,648
Total Liabilities	-$27,979
Net Assets	$1,198,627

Compensation

Key Employees and Officers	Compensation	Other
Helyn Waldorf (V.Pres)	$0	$0
Kathleen Waldorf (President Secy)	$0	$0
Kathleen Biemer (Treasurer Dir)	$0	$0

990-PF

Filed on June 23, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$130,353

Expenses

$50,487

Net Income

$79,866

Net Assets

$571,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$130,005	99.7%
Interest Revenue	$348	0.3%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,487	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$571,828
Total Liabilities	$0
Net Assets	$571,828

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$25,434

Expenses

$145,219

Net Income

-$119,785

Net Assets

$491,690

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	98.3%
Interest Revenue	$434	1.7%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,219	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$491,690
Total Liabilities	$0
Net Assets	$491,690

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Waldorf Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $58.2k (2024)

Expenses $73.1k (2024)

Total Assets $782k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Revenue

$58.2k (2024)

Expenses

$73.1k (2024)

Total Assets

$782k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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