Skip to main content

Nonprofit · EIN 87-1334285

PHILANTHROPIC EXPANSION FUND

Also known as PEF

Tax-exempt · PORTLAND, OR 97239

Financials

$142K$142K2023$30K$24K2024
Revenue Expenses · by fiscal year end
Financials of PHILANTHROPIC EXPANSION FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 1, 2025990-EZ$29,685$24,438$5,247$6,921$500$6,421
February 28, 2024990-EZ (amended)$142,126$142,090$36$15,638$14,464$1,175
Financial details: 990-EZ for the year ended March 1, 2025

Revenue

Contributions, gifts and grants
$10,000
Program service revenue
$19,685

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$23,225
Other expenses
$1,213
Program services (functional)
$23,225

Balance sheet and other

Total assets, start of year
$15,638
Total assets, end of year
$6,921
Total liabilities, end of year
$500
Net assets, end of year
$6,421
Cash, savings and investments
$6,921
Gross receipts
$29,685

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended March 1, 2025, highest compensation first.

NameTitleHours / weekCompensation
Patrick SampsonPresident & Executive Director20$0
Lynn LeVice President1$0
Ryan CaveSecretary-Treasurer1$0
990-EZ for the year ended February 28, 2024: 3 people
NameTitleHours / weekCompensation
Lynn LeVice President1$0
Ryan CaveSecretary-Treasurer1$0
Patrick SampsonPresident & Executive Director10$0

Address and contacts

Address (IRS master file)
5441 S MACADAM AVE STE N, PORTLAND, OR 97239-3822
Mailing address (990-N for 2025)
5441 S MACADAM AVE STE N, Portland OR 97239
Principal officer (990-N for 2025)
Patrick Sampson, 5441 S MACADAM AVE STE N, Portland OR 97239
Signed the 990-EZ
Patrick Sampson, President & Executive Director

Mission

The primary objectives and purposes of this corporation are exclusively for charitable and educational purposes under section 501(c)(3) of the Internal Revenue Code, or corresponding section of any future federal tax code.

990-EZ for the year ended March 1, 2025

Program accomplishments

  • capacity building
    Expenses $23,225

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-N on file
2024February 28, 2025July 15, 2025Check at the IRS
2023February 29, 2024July 15, 2024990-N on file

IRS record

EIN
87-1334285
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2021
Accounting year ends
February
Files
Form 990-N (e-Postcard)
Category (NTEE)
Human services (P20)

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-N for 2025
Officer: Patrick Sampson
February 28, 2026≤ $50,000 receipts––e-Postcard
990-EZMarch 2025$29,685$24,438$6,921XML
990-N for 2023
Officer: Patrick Sampson
February 29, 2024≤ $50,000 receipts––e-Postcard
990-EZFebruary 2024$142,126$142,090$15,638XML
990-N for 2022
Officer: Patrick Sampson
February 28, 2023≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-1334285).

Questions about PHILANTHROPIC EXPANSION FUND

What is the EIN of PHILANTHROPIC EXPANSION FUND?
The employer identification number (EIN) of PHILANTHROPIC EXPANSION FUND is 87-1334285.
Is PHILANTHROPIC EXPANSION FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to PHILANTHROPIC EXPANSION FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PHILANTHROPIC EXPANSION FUND file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of PHILANTHROPIC EXPANSION FUND due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHILANTHROPIC EXPANSION FUND last file with the IRS?
The latest return in the IRS public files is the 990-N for 2025 for the year ended February 28, 2026.
Who is the principal officer of PHILANTHROPIC EXPANSION FUND?
The 990-N for 2025 names Patrick Sampson.
Who are the officers and directors of PHILANTHROPIC EXPANSION FUND?
The 990-EZ for the year ended March 1, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does PHILANTHROPIC EXPANSION FUND have?
On its 990-EZ for the year ended March 1, 2025 it reported revenue of $29,685, expenses of $24,438 and total assets of $6,921 at year end.

Other nonprofits in PORTLAND

All nonprofits in PORTLAND · Oregon · Human services