Civic Intelligence

Bertram W Coltman Jr Foundation

EIN 36-3993400 • Portland, OR

Pub. 78 Eligible
1823 NW Avondale CourtPortland, OR 97229
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.00x

Higher debt load relative to revenue than 68% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

96th percentile

90%

Higher net margin than 96% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

3.0%

Faster asset growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-22%

Faster revenue growth than 31% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$292,514

Up $8,636 (+3.0%) from 2023

Liabilities

Flat

$15

Flat from 2023

Net Assets

Up

$292,499

Up $8,636 (+3.0%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin96th percentile

Revenue

Down

$9,624

Down $2,777 (-22%) from 2023

Expenses

Down

$988

Down $21,512 (-96%) from 2023

Net Income

Up

$8,636

Up $18,735 (+186%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $509,645Liabilities 2010: $273Net Assets 2010: $509,3722010Assets 2011: $472,176Liabilities 2011: $273Net Assets 2011: $471,9032011Assets 2012: $430,569Liabilities 2012: $473Net Assets 2012: $430,0962012Assets 2013: $403,835Liabilities 2013: $1,273Net Assets 2013: $402,5622013Assets 2014: $380,039Liabilities 2014: $15Net Assets 2014: $380,0242014Assets 2015: $363,640Liabilities 2015: $16Net Assets 2015: $363,6242015Assets 2016: $345,380Liabilities 2016: $15Net Assets 2016: $345,3652016Assets 2017: $349,312Liabilities 2017: $15Net Assets 2017: $349,2972017Assets 2018: $320,793Liabilities 2018: $15Net Assets 2018: $320,7782018Assets 2019: $300,515Liabilities 2019: $15Net Assets 2019: $300,5002019Assets 2020: $281,794Liabilities 2020: $15Net Assets 2020: $281,7792020Assets 2021: $285,549Liabilities 2021: $15Net Assets 2021: $285,5342021Assets 2022: $293,977Liabilities 2022: $15Net Assets 2022: $293,9622022Assets 2023: $283,878Liabilities 2023: $15Net Assets 2023: $283,8632023Assets 2024: $292,514Liabilities 2024: $15Net Assets 2024: $292,4992024

Highlighted filing

2024

Assets$292,514
Liabilities$15
Net Assets$292,499
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KExpenses 2010: $35,3872010Expenses 2011: $37,5342011Expenses 2012: $41,9522012Revenue 2013: $6,988Expenses 2013: $34,522Net Income 2013: -$27,5342013Revenue 2014: $10,093Expenses 2014: $32,631Net Income 2014: -$22,5382014Revenue 2015: $12,546Expenses 2015: $28,946Net Income 2015: -$16,4002015Revenue 2016: $18,043Expenses 2016: $36,302Net Income 2016: -$18,2592016Revenue 2017: $33,631Expenses 2017: $29,699Net Income 2017: $3,9322017Revenue 2018: $11,362Expenses 2018: $39,881Net Income 2018: -$28,5192018Revenue 2019: $8,840Expenses 2019: $29,118Net Income 2019: -$20,2782019Revenue 2020: $9,059Expenses 2020: $27,780Net Income 2020: -$18,7212020Revenue 2021: $14,034Expenses 2021: $10,279Net Income 2021: $3,7552021Revenue 2022: $12,790Expenses 2022: $4,362Net Income 2022: $8,4282022Revenue 2023: $12,401Expenses 2023: $22,500Net Income 2023: -$10,0992023Revenue 2024: $9,624Expenses 2024: $988Net Income 2024: $8,6362024

Highlighted filing

2024

Revenue$9,624
Expenses$988
Net Income$8,636
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$292,514
Liabilities
$15
Net assets
$292,499
Revenue
$9,624
Expenses
$988
Net income
$8,636
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.92$0.10$0.01$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.12$0.23$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.13$0.04$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.14$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.09$0.28$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.09$0.29$0.20
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.11$0.40$0.29
2017Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.34$0.30$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.18$0.36$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.13$0.29$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.10$0.33$0.23
2013Detailed filing. Detailed filing data is available for this year.$4.04$0.01$4.03$0.07$0.35$0.28
2012Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.30$0.42
2011Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.38
2010Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.09$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 25, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rudyard ColtmanPresident-$0--
Bertram W Coltman IIIVice President-$0--
Milenka ColtmanDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bertram W Coltman Jr Foundation
EIN
36-3993400
Phone
5037541224
Address
1823 NW Avondale Court, Portland, OR 97229

Signing Officer

Name
Bertram W Coltman III
Title
Vice President
Signed
2025-11-25
Discuss with paid preparer
Yes

Preparer

Firm
Bray & Associates Northwest LLC
Address
2500 WILLAMETTE FALLS DR STE 100, WEST LINN, OR 97068
Preparer
Karen S Jacobson CPA
Phone
5032900290
Raw XML Appendix225 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0790
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt07546
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-2
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02080
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt09626
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-2
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09624
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0790
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt09626
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt07546
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07546
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07546
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt08636
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt045033
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02080
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02080
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02080
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09626
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0198
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt09626
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0988
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09626
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt09624
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt045035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt045033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-2
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt08636
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0292499
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0283863
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0292499
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0134
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0134
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0134
IRS990PF/DistributableAmountGrp/TotalTaxAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0134
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0232590
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0190704
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt09669
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt09669
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt015
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt015
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0283863
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0292499
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt041619
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt092141
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0283878
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0292514
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt015
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt015
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0283878
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0292514
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0283863
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0292499
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Rudyard Coltman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bertram W Coltman III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Milenka Coltman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08336 NW Thompson Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11823 NW Avondale Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21823 NW Avondale Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Portland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Portland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Portland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097229
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197229
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd297229
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01823 NW Avondale Court
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Portland
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097229
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Bert Coltman
IRS990PF/StatementsRegardingActyGrp/PhoneNum05037541224
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0815
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt027475
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt027475
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034415
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0815
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024100
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt061890
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061890
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05900
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt13769
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Due from Rudyard Coltman
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Investment in Wine to Donate
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13769
TaxesSchedule/TaxesDetail/Amt0198
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bertram W Coltman III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bertram W Coltman Jr Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0363993400
ReturnHeader/Filer/PhoneNum05037541224
ReturnHeader/Filer/USAddress/AddressLine1Txt01823 NW Avondale Court
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097229
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262870219
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRAY & ASSOCIATES NORTHWEST LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 WILLAMETTE FALLS DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST LINN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097068
ReturnHeader/PreparerPersonGrp/PhoneNum05032900290
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen S Jacobson CPA
ReturnHeader/ReturnTs02025-11-25T15:36:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.