ANNA MAY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANNA MAY FAMILY FOUNDATION (EIN 93-1269424)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-02
- IRS object ID
- 202432769349100913
- Schema version
- 2023v5.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-02T19:32:07-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 STEWART AVENUE SUITE 301 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931269424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA MAY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 5418571040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314-B CENTER DRIVE BOX 264 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY BELKIN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5416019915 | PhoneNum |
| Signature | 2024-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | APRIL STITH | PreparerPersonNm |
| PTIN | P01245039 | PTIN |
| Phone | 5418571040 | PhoneNum |
| Preparation | 2024-10-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,982,573 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $88,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $377,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,803 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $112,230 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,230 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $57,304 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,652 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,652 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,082 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,041 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,041 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,432 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,432 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,312 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,473 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,839 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,950 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,950 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,039 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,289 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,119 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,771 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $241,119 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,771 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$128,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,632 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,587 | CashBOYAmt |
| Cash EOY | $51,186 | CashEOYAmt |
| Cash EOYFMV | $51,186 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $98,148 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,397 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,397 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,876,125 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,808,383 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,924,990 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,006,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,865,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,982,573 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,006,860 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,865,966 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,006,860 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,865,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,006,860 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,865,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,006,860 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$128,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,877,971 | SubtotalAmt |
| Other Decreases | $12,005 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,865,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| UBS- PUBLICLY TRADED SECURITIES | $1,110 | $1,096 | $14 | $14 | |
| UBS- PUBLICLY TRADED SECURITIES | $372,784 | $352,333 | $20,451 | $20,451 | |
| UBS- WASH SALES | $817 | $817 | $817 | ||
| CAPITAL GAINS DIVIDENDS | $2,521 | $2,521 | $2,521 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,803 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $829 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $829 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $829 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,680 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,851 | OverpaymentAmt |
| Applied To ES Tax | $5,851 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | AMY BELKIN EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 5418571040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314-B CENTER DRIVE BOX 264 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | 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 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| AMY BELKIN | ||||||||
| 1314-B CENTER DRIVE NO 264 | MEDFORD | OR | 97501 | EXECUTIVE DIRECTOR & SECRETARY | 20.00 | $57,304 | $0 | $0 |
| BELLE SHEPARD | ||||||||
| 1314-B CENTER DRIVE NO 264 | MEDFORD | OR | 97501 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| CHARLEY BOLEN | ||||||||
| 1314-B CENTER DRIVE NO 264 | MEDFORD | OR | 97501 | VICE-PRESIDENT | 0.50 | $0 | $0 | $0 |
| APRIL STITH | ||||||||
| 1314-B CENTER DRIVE NO 264 | MEDFORD | OR | 97501 | TREASURER | 0.50 | $0 | $0 | $0 |
| JULIE BARRY | ||||||||
| 1314-B CENTER DRIVE NO 264 | MEDFORD | OR | 97501 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| WILL BRAKE | ||||||||
| 1314-B CENTER DRIVE NO 264 | MEDFORD | OR | 97501 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| STACY BRUBAKER | ||||||||
| 1314-B CENTER DRIVE NO 264 | MEDFORD | OR | 97501 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| AARON HOEFLING | ||||||||
| 1314-B CENTER DRIVE NO 264 | MEDFORD | OR | 97501 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| NANCY MCKINNIS | ||||||||
| 1314-B CENTER DRIVE NO 264 | MEDFORD | OR | 97501 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARK MEYER | ||||||||
| 1314-B CENTER DRIVE NO 264 | MEDFORD | OR | 97501 | FORMER DIRECTOR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,799,753 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,897,372 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,897,372 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,853,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $142,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $142,696 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $829 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $829 | TotalTaxAmt |
| Distributable Before Adj | $141,867 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $141,867 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $141,867 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,771 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $187,771 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $141,867 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $19,554 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,554 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,771 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $141,867 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,904 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $65,458 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $65,458 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $19,554 | ExcessFromYear1Amt |
| Excess From Current Year | $45,904 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY BELKIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314-B CENTER DRIVE BOX 264 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5416019915 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | DISTRIBUTIONS WILL BE MADE WHICH PRIMARILY BENEFIT OR HAVE CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES WITHIN JACKSON, JOSEPHINE AND KLAMATH COUNTIES OF OREGON. SECONDARY CONSIDERATION WILL BE GIVEN TO THOSE THAT BENEFIT OR HAVE CHARITABLE, EDUCATIONAL & SCIENTIFIC PURPOSES WITHIN CURRY, LAKE, DOUGLAS, DESCHUTES AND COOS COUNTIES OF OREGON. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS | |||||||
| P O BOX 4666 | MEDFORD | OR | 97501 | NONE | PC | FOOD DISTIBUTION TO THOSE IN NEED | $5,000 |
| ALS ASSOCIATION OREGON AND SW WASHINGTON CHAPTER | |||||||
| 700 NE MULTNOMAH ST 210 | PORTLAND | OR | 97232 | NONE | PC | ALS FAMILY SUPPORT PROGRAM | $2,500 |
| ASHLAND HIGH ARTS ADVOCATES | |||||||
| 201 SOUTH MOUNTAIN AVENUE | ASHLAND | OR | 97520 | NONE | PC | K-12 ASHLAND ARTS | $2,000 |
| BOYS & GIRLS CLUB | |||||||
| 203 S E 9TH STREET | GRANTS PASS | OR | 97540 | NONE | PC | TRIPLE PLAY PROGRAM | $6,000 |
| COMMUNITY VOLUNTEER NETWORK | |||||||
| 1 W MAIN ST STE 303 | MEDFORD | OR | 97501 | NONE | PC | FOSTER GRANDPARENT PROGRAM OF SOUTHERN OREGON | $3,500 |
| COMPASS HOUSE INC | |||||||
| 332 W 6TH ST | MEDFORD | OR | 97501 | NONE | PC | EMPLOYMENT PROGRAM | $6,000 |
| CONSUMER CREDIT COUNSELING | |||||||
| 820 CRATER LAKE AVE 202 | MEDFORD | OR | 97504 | NONE | PC | COMMUNITY FINANCIAL EDUCATION WITH ADDITIONAL NEED DUE TO COVID | $8,000 |
| FAMILY NURTURING CENTER | |||||||
| 212 N OAKDALE AVE | MEDFORD | OR | 97501 | NONE | PC | FARM AND FOOD PROGRAM | $7,000 |
| FIRST PHEONIX COMMUNITY CENTER | |||||||
| 121 W 2ND STREET | PHOENIX | OR | 97535 | NONE | PC | HIGHER QUALITY PROTEIN PURCHASES | $3,000 |
| HOPE EQUESTRIAN | |||||||
| PO BOX 396 | EAGLE POINT | OR | 97524 | NONE | PC | ADOPT A RIDER FUND | $4,000 |
| JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM | |||||||
| 2305 ASHLAND STREET C-418 | ASHLAND | OR | 97520 | NONE | PC | SEXUAL ASSAULT ACUTE RESPONSE PROGRAM | $7,000 |
| JOSEPHINE COUNTY FOUNDATION | |||||||
| PO BOX 673 | MURPHY | OR | 97533 | NONE | PC | VISION CLINIC IN ROGUE RIVER | $2,000 |
| MAGDALENE HOME | |||||||
| 12 BLACK OAK DRIVE | MEDFORD | OR | 97501 | NONE | PC | RESIDENT ESSENTIAL NEEDS FUNDS | $2,000 |
| MEDFORD SCHOOL DISTRICT 549C | |||||||
| 500 MONROE | MEDFORD | OR | 97501 | NONE | GOV | EMERGENCY FUNDS FOR BASIC NEEDS/EMERGENCY GRANT | $10,000 |
| OASIS CENTER OF THE ROGUE VALLEY | |||||||
| 1025 EAST MAIN ST SUITE 108 | MEDFORD | OR | 97504 | NONE | PC | FAMILY ACTIVITIES TO SUPPORT CHILD DEVELOPMENT AND RELATIONSHIPS | $5,000 |
| ONTRACK INC | |||||||
| 300 W MAIN STREET | MEDFORD | OR | 97501 | NONE | PC | BREAKING FREE DOMESTIC VIOLENCE PROGRAM | $2,000 |
| OREGON CENTER FOR CREATIVE LEARNING | |||||||
| 413 W MAIN ST | MEDFORD | OR | 97501 | NONE | PC | MUSEUM GRANT | $3,000 |
| PROJECT LEMONADE INC | |||||||
| PO BOX 96144 | PORTLAND | OR | 97296 | NONE | PC | LEMONADE PROJECT MEDFORD | $2,000 |
| RIDING BEYOND | |||||||
| PO BOX 1281 | ASHLAND | OR | 97520 | NONE | PC | YOUTH SUPPORT PROGRAM | $5,000 |
| ROGUE COMMUNITY HEALTH | |||||||
| 19 MYRTLE ST | MEDFORD | OR | 97501 | NONE | PC | EMERGENCY PRESCRIPTION MEDICATION ASSISTANCE/EMERGENCY GRANT | $5,000 |
| ROGUE GALLERY & ART CENTER | |||||||
| 40 SO BARTLETT | MEDFORD | OR | 97501 | NONE | PC | ELEMENTARY SCHOOL ARTS OUTREACH PROGRAM | $2,000 |
| ROGUE VALLEY COUNCIL OF GOVERNMENT | |||||||
| 155 N 1ST STR | CENTRAL POINT | OR | 97502 | NONE | PC | EMERGENCY FUND/EMERGENCY GRANT | $5,000 |
| ROGUE VALLEY FAMILY YMCA | |||||||
| 522 WEST SIXTH STREET | MEDFORD | OR | 97501 | NONE | PC | FINANCIAL ASSISTANCE FOR CHILD CARE PROJECT | $5,000 |
| ROGUE VALLEY MENTORING | |||||||
| 2931 S PACIFIC HWY | MEDFORD | OR | 97501 | NONE | PC | MENTORING SERVICES TO HELP STUDENTS IN AFTERMATH OF THE ALMEDA WILDFIRE | $5,000 |
| ROOTS AND WINGS CHILD DEVELOPMENT | |||||||
| 3703 INTERNATIONAL WAY STE B | MEDFORD | OR | 97504 | NONE | PC | EQUAL ACCESS FOR EARLY CHILDHOOD EDUCATION | $2,000 |
| SO JOBS WITH JUSTICE | |||||||
| 258 A ST STE 1 220 | ASHLAND | OR | 97520 | NONE | PC | FILLING THE GAP OF FOOD INSECURITY | $3,000 |
| SALVATION ARMY | |||||||
| 304 BEATTY | MEDFORD | OR | 97501 | NONE | PC | HOPE HOUSE TRANSITIONAL SHELTER FOR HOMELESS MEN, WOMEN, CHILDREN (IN FAMILIES) | $5,000 |
| SANCTUARY ONE | |||||||
| 13195 UPPER APPLEGATE RD | JACKSONVILLE | OR | 97530 | NONE | PC | RESCUED ANIMALS EDUCATION PROGRAM | $4,000 |
| SCIENCEWORKS HANDS-ON MUSEUM | |||||||
| 1500 E MAIN ST | ASHLAND | OR | 97520 | NONE | PC | RURAL OUTREACH | $4,000 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 2424 NORTH PACIFIC HWY | MEDFORD | OR | 97501 | NONE | PC | EMERGENCY FUND/EMERGENCY GRANT | $5,000 |
| UNITED ROTARY CLUBS OF SOUTHERN OREGON | |||||||
| PO BOX 8171 | MEDFORD | OR | 97501 | NONE | PC | ROTARY FIRST HARVEST OF OREGON | $5,000 |
| UNITED WAY OF JACKSON COUNTY | |||||||
| 60 HAWTHORNE ST | MEDFORD | OR | 97504 | NONE | PC | BIG IDEA NEXT: FOCUSING ON STUDENTS WHO ARE NOT GOING TO GRADUATE | $5,000 |
| UNITED WAY OF JACKSON COUNTY | |||||||
| 60 HAWTHORNE ST | MEDFORD | OR | 97504 | NONE | PC | FOR HOPE (HELPING OUT PEOPLE EVERY DAY) CHEST, AN EMERGENCY ASSISTANCE FUND, AND BIG IDEA NEXT PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,000 | 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 | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,425 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,803 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $112,230 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,230 | 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 | CategoryTxt |
| Amt | $12,082 | Amt |
| Net Investment Income | $6,041 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,041 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (78 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PROD & CHEMICAL INC -7233 | $2,376 | $2,738 |
| ALBEMARLE CORP -7233 | $3,110 | $2,312 |
| ALIBABA GROUP HLDG LTD SPON SDR -4823 | $3,735 | $1,860 |
| ALPHABET INC CL A -4823 | $2,887 | $7,683 |
| ALPHABET INC CL C -4823 | $3,452 | $6,765 |
| ALPHABET INC LC C -7233 | $3,635 | $6,906 |
| ALTRIA GROUP INC -7233 | $3,136 | $2,904 |
| AMAZON.COM INC -4823 | $3,872 | $12,763 |
| APPLE INC -7233 | $2,340 | $7,894 |
| AUTODESK INC -4823 | $2,204 | $7,061 |
| BERKSHIRE HATHAWAY INC NEW -7233 | $3,554 | $7,133 |
| BLACKROCK INC -7233 | $3,677 | $5,683 |
| BLOCK INC CL A - 4823 | $3,472 | $2,862 |
| BOEING COMPANY -4823 | $9,507 | $13,294 |
| CARMAX INC -7233 | $1,202 | $1,842 |
| CHEVRON CORP -7233 | $3,369 | $2,983 |
| CHURCH & DWIGHT CO INC -7233 | $2,904 | $3,120 |
| CISCO SYSTEMS -7233 | $1,355 | $2,324 |
| DEERE AND CO -4823 | $624 | $1,599 |
| DODGE & COX INCOME FUND CLASS I - 5850 | $450,538 | $434,683 |
| DODGE & COX STOCK FUND CLASS I - 5850 | $116,229 | $115,728 |
| EXPEDITORS INTL WASH INC -4823 | $1,719 | $3,689 |
| FACTSET RESH SYSTEMS INC -4823 | $1,568 | $3,816 |
| FEDEX CORP -7233 | $2,549 | $3,542 |
| FISERV INC -7233 | $3,069 | $3,720 |
| HOME DEPOT INC -7233 | $2,432 | $4,159 |
| ILLUMINA INC -4823 | $5,338 | $2,924 |
| INTUITIVE SURGICAL INC NEW -4823 | $1,784 | $3,036 |
| JOHNSON & JOHNSON COM -7233 | $2,511 | $2,665 |
| JOHN HANCOCK INTL GROWTH - 5850 | $295,434 | $255,170 |
| LOWES COMPANIES INC -7233 | $672 | $2,226 |
| MARTIN MARIETTA MATERIALS INC -7233 | $2,730 | $5,488 |
| META PLATFORMS INC CL A - 4823 | $7,912 | $18,052 |
| MICROSOFT CORP -4823 | $3,262 | $12,033 |
| MONSTER BEVERAGE CORP NEW COM -4823 | $2,686 | $7,028 |
| NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR -7233 | $2,413 | $3,122 |
| NETFLIX INC | $6,174 | $10,224 |
| NEWMARKET CORP -7233 | $2,889 | $3,821 |
| NORFOLK STHN CORP -7233 | $1,619 | $3,309 |
| NOVARTIS AG SPON ADR -4823 | $2,512 | $2,928 |
| NOVO NORDISK ADR DENMARK ADR -4823 | $1,283 | $4,552 |
| NVIDIA CORP -4823 | $3,313 | $17,333 |
| O REILLY AUTOMOTIVE INC -7233 | $1,960 | $3,800 |
| OLD DOMINION FREIGHT LINES INC -7233 | $2,008 | $3,243 |
| ORACLE CORP -4823 | $4,346 | $9,383 |
| PAYPAL HOLDINGS INC - 4823 | $3,222 | $2,027 |
| PFIZER INC -7233 | $2,002 | $1,468 |
| PIMCO INCOME FUND CLASS I -5850 | $270,188 | $255,719 |
| PIMCO LOW DURATION INSTL CLASS -5850 | $135,234 | $135,968 |
| PROGRESSIVE CORP OHIO -7233 | $1,416 | $4,301 |
| QUALCOMM INC -4823 | $1,716 | $4,050 |
| REPUBLIC SERVICES INC -7233 | $3,113 | $3,463 |
| REGENERON PHARMACEUTICLS INC -4823 | $2,804 | $5,270 |
| ROCHE HLDG LTD SPONS ADR SWITZ ADR -4823 | $2,549 | $2,427 |
| SALESFORCE.COM INC -4823 | $4,939 | $7,894 |
| SANDOZ GROUP AG SPON ADR | $118 | $160 |
| SCHWAB CHARLES CORP NEW -7233 | $2,354 | $4,059 |
| SEI INVESTMENTS CO -4823 | $2,207 | $2,796 |
| SHOPIFY INC CL A - 4823 | $3,301 | $4,752 |
| STARBUCKS CORP -4823 | $3,283 | $3,936 |
| STARBUCKS CORP -7233 | $3,418 | $3,552 |
| TESLA INC - 4823 | $9,327 | $12,176 |
| TEXAS INSTRUMENTS -7233 | $2,743 | $3,750 |
| THERMO FISHER SCIENTIFIC INC -7233 | $3,174 | $3,185 |
| VANGUARD HIGH YIELD CORP FUND ADMIRAL -5850 | $121,379 | $113,837 |
| VANGUARD S&P 500 ETF - 5850 | $438,361 | $459,077 |
| VANGUARD TOTAL INTL STOCK INDEX FUND ETF - 5850 | $261,199 | $255,720 |
| VANGUARD MID-CAP VALUE INDEX ADM -5850 | $125,020 | $123,228 |
| VANGUARD SMALL CAP INDEX FUND ADMIRAL -5850 | $89,065 | $126,776 |
| VANGUARD INTERNATIONAL VALUE FUND - 5850 | $249,723 | $255,019 |
| VERTEX PHARMACEUTICAL INC -4823 | $3,299 | $6,103 |
| VISA INC CL A -4823 | $5,675 | $12,757 |
| VISA INC CL A -7233 | $1,691 | $4,686 |
| WALT DISNEY CO (HOLDING CO) -4823 | $8,527 | $6,411 |
| WORKDAY INC CL A -4823 | $1,378 | $2,761 |
| YUM CHINA HLDGS INC -4823 | $684 | $1,018 |
| YUM! BRANDS INC -4823 | $1,282 | $2,613 |
| FEDERATED HERMES GOVERNMENT GOVERNMENT OBLIGATIONS FUND | $54,631 | $54,631 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| WASH SALE LOSSES DISALLOWED | $817 |
| FEDERAL INCOME TAXES | $11,188 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $353 | $0 | $353 |
| OREGON ANNUAL FILING FEES | $651 | $0 | $651 |
| BANK SERVICE CHARGE | $155 | $0 | $155 |
| INSURANCE EXPENSE | $750 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $815 | $0 | $815 |
| WEBSITE | $315 | $0 | $315 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $12,432 | Amt |
| Net Investment Income | $12,432 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $2,634 | $2,634 | $0 |
| PAYROLL TAXES | $5,678 | $2,839 | $2,839 |
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