MEHLUM FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MEHLUM FAMILY FOUNDATION (EIN 77-0708571)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-05
- IRS object ID
- 202423109349100002
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T02:38:08-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770708571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEHLUM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Ann Mehlum | InCareOfNm |
| Business Name Control | MEHL | BusinessNameControlTxt |
| Foreign Phone | 5415798407 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ANN MEHLUM 2088 EASTWOOD LANE | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Marie Mehlum | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2024-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frank Paliotta | PreparerPersonNm |
| PTIN | P86782614 | PTIN |
| Phone | 6318062224 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $4,439,455 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $223,100 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $943 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $943 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $943 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $141,185 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $141,185 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $141,185 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $365,228 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,128 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $142,128 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $85 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,578 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,338 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,494 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,562 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $169,562 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $195,666 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $142,128 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $142,128 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $144,464 | CashBOYAmt |
| Cash EOY | $28,338 | CashEOYAmt |
| Cash EOYFMV | $28,338 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,824 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66,354 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,354 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $1,199,781 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,261,903 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,261,903 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,046,181 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,555,441 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,555,441 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $469,788 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $527,419 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $527,419 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,879,038 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,439,455 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,439,455 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,879,038 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,439,455 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,879,038 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,439,455 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,879,038 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,439,455 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,879,038 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $195,666 | ExcessRevenueOverExpensesAmt |
| Other Increases | $433,347 | OtherIncreasesAmt |
| Subtotal | $4,508,051 | SubtotalAmt |
| Other Decreases | $68,596 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,439,455 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,976 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,976 | SubtotalAmt |
| Tax Based On Investment Income | $1,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Tax Due | $1,976 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N A | WebsiteAddressTxt |
| Individual With Books | Ann Mehlum | IndividualWithBooksNm |
| Phone | 5415798407 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Ann Mehlum | AddressLine1Txt |
| Address Line2 | 2088 Eastwood Lane | AddressLine2Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Rolf Erik Mehlum | ||||||||
| 5252 Russell Drive | Florence | OR | 97439 | Vice Pres. Director | 0.00 | $0 | $0 | $0 |
| Ann Marie Mehlum | ||||||||
| 2088 Eastwood Lane | Eugene | OR | 97401 | Treas. Director | 0.00 | $0 | $0 | $0 |
| Katherine Woodman | ||||||||
| 8115 SW 152nd avenue | Beaverton | OR | 97007 | President Director | 0.00 | $0 | $0 | $0 |
| Susan Hekimoglu | ||||||||
| 1601 N Rhododendron Dr 617 | Florence | OR | 97439 | Secy Director | 0.00 | $0 | $0 | $0 |
| Emel Mehlum | ||||||||
| 2181 Westwood Lane | Eugene | OR | 97401 | Director | 0.00 | $0 | $0 | $0 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,030,257 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,159,247 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,159,247 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,389 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,096,858 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $204,843 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $204,843 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,976 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $1,976 | TotalTaxAmt |
| Distributable Before Adj | $202,867 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $202,867 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $202,867 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $159,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $202,867 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $158,480 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $158,480 | AppliedToYear1Amt |
| Applied To Current Year | $520 | 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 | $202,347 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| United Way of Lane County | |||||||||||||
| 3171 Gateway Loop | Springfield | OR | 97477 | No Relationship | PC | Community Programs | $5,000 | ||||||
| Siuslaw Pioneer Museum | |||||||||||||
| PO Box 2637 | Florence | OR | 97439 | No Relationship | PC | Community Health | $10,000 | ||||||
| Boys and Girls Clubs of Lane Co | |||||||||||||
| PO Box 739 | Florence | OR | 97439 | No Relationship | PC | Community Programs | $1,000 | ||||||
| Eugene Symphony | |||||||||||||
| 115 West 8th Avenue | Eugene | OR | 97401 | No Relationship | PC | The Arts | $2,500 | ||||||
| The Shedd Institute | |||||||||||||
| 868 High Street | Eugene | OR | 97401 | No Relationship | PC | The Arts-Music School | $10,000 | ||||||
| KLCC | |||||||||||||
| 136 West 8th Avenue | Eugene | OR | 97401 | No Relationship | PC | Public Radio | $10,000 | ||||||
| Soroptimist of Eugene | |||||||||||||
| PO Box 10664 | Eugene | OR | 97401 | No Relationship | PC | Womens Global Volunteer Movement | $5,000 | ||||||
| Ophelia's Place | |||||||||||||
| 1577 Pearl Street | Eugene | OR | 97401 | No Relationship | PC | Support for Teenage Women | $2,500 | ||||||
| Cascade Health | |||||||||||||
| 2650 Suzanne Way 200 | E | OR | 97408 | No Relationship | PC | Pete Moore Hospice House | $5,000 | ||||||
| Kiwanis Club of Florence | |||||||||||||
| Box 1667 | Florence | OR | 97439 | No Relationship | PC | Community Programs | $2,500 | ||||||
| Eisenhower Medical Center | |||||||||||||
| 39000 Bob Hope Drive | Rancho Mirage | CA | 92270 | No Relationship | PC | Community Health | $5,000 | ||||||
| Relief Nursery | |||||||||||||
| 1720 west 25th Avenue | Eugene | OR | 97405 | No Relationship | PC | Community Services | $10,000 | ||||||
| Volunteers in Medicine | |||||||||||||
| 22560 Marcola Road | Springfield | OR | 97477 | No Relationship | PC | Medical Services-Health Programs | $5,000 | ||||||
| Food For Lane County | |||||||||||||
| 770 Bailey Hill Road | Eugene | OR | 97402 | No Relationship | PC | Food Pantry-Lane County Oregon | $7,500 | ||||||
| Florence Food Share | |||||||||||||
| 2190 Spruce Street | Florence | OR | 97409 | No Relationship | PC | Community Services | $5,000 | ||||||
| Mapleton Food Share | |||||||||||||
| 27373 8th Street | Alvalore | OR | 97409 | No Relationship | PC | Community Services | $5,000 | ||||||
| Western Lane County Foundation | |||||||||||||
| PO Box 1589 | Florence | OR | 97439 | No Relationship | PC | Community Services-Chris Mehlum Fund | $10,000 | ||||||
| Eugene Ballet | |||||||||||||
| 174 East 16th Street | Eugene | OR | 97401 | No Relationship | PC | The Arts | $2,500 | ||||||
| Breast Cancer Research | |||||||||||||
| 520 Country Club Road | Eugene | OR | 97401 | No Relationship | PC | Cancer Research | $5,000 | ||||||
| Springfield Rotary Foundation | |||||||||||||
| 1701 Centennial Blvd | Springfield | OR | 97477 | No Relationship | PC | Community Services-Scholarships | $5,000 | ||||||
| Center for Community Counseling | |||||||||||||
| 1465 Coburg Road | Eugene | OR | 97401 | No Relationship | PC | Community Counseling Services | $7,500 | ||||||
| Rotary Club of Florence | |||||||||||||
| Box 297 | Florence | OR | 97439 | No Relationship | PC | Community Programs | $2,000 | ||||||
| OBA Educational Foundation | |||||||||||||
| PO Box 13429 | Salem | OR | 97309 | No Relationship | PC | Education | $5,000 | ||||||
| St Vincent de Paul | |||||||||||||
| Coburg Road | Eugene | OR | 97401 | No Relationship | PC | Community Services | $5,000 | ||||||
| Bright Focus Foundation | |||||||||||||
| 22512 Gateway Center Drive | Clarksburg | MD | 20871 | No Relationship | PC | Macular Degeneration Research | $5,000 | ||||||
| Roberts College of Instanbul | |||||||||||||
| No Relationship | PC | Education | $5,000 | 1430 Broadway | New York | New York | TU | 10018 | |||||
| Greenhill Humane Society | |||||||||||||
| 88530 Green Hill Road | Eugene | OR | 97402 | No Relationship | PC | Community Services | $2,500 | ||||||
| Oregon Coast Humane Society | |||||||||||||
| 2840 Rhododendron Drive | Florence | OR | 97439 | No Relationship | PC | Community Services | $2,500 | ||||||
| The Arc Lane County | |||||||||||||
| 4181 East Street | Springfield | OR | 97478 | No Relationship | PC | Adult and children disability services | $2,500 | ||||||
| Boy scouts of America | |||||||||||||
| 2525 Martin Luther King Jr Blvd | Eugene | OR | 97401 | No Relationship | PC | Community Services | $1,500 | ||||||
| Various | |||||||||||||
| c/o Ann Mehlum | Eugene | OR | 97401 | No Relationship | PC | Various Grants for Community Services | $7,000 | 2088 Eastwood Lane | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 30 | ExclusionCd |
| Exclusion | $943 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 30 | ExclusionCd |
| Exclusion | $141,185 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $142,128 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,128 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|
| Johan Mehlum Charitable Trust | ||||||||
| 1 | c/o Ann Marie Mehlum | 2088 Eastwood Lane | Eugene | OR | 97401 | $23,888 | Yes (X) | |
| Susan Hekimoglu | ||||||||
| 2 | 1601 N Rhododendron Dr 617 | Florence | OR | 97439 | $40,046 | Yes (X) | ||
| Ann Marie Mehlum | ||||||||
| 3 | 2088 Eastwood Lane | Eugene | OR | 97401 | $39,475 | Yes (X) | ||
| Katherine Woodman | ||||||||
| 4 | 8115 SW 152nd Avenue | Beaverton | OR | 97007 | $39,460 | Yes (X) | ||
| Rolf Mehlum | ||||||||
| 5 | 5252 Russell Drive | Florence | OR | 97439 | $40,283 | Yes (X) | ||
| Emel Mehlum | ||||||||
| 6 | 2181 Westwood Lane | Eugene | OR | 97401 | $39,948 | Yes (X) | ||
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 735 shares Banner Co. Stock | $40,046 | 2023-12-14 |
| 3 | 1850 shares SBKO and 368 shares Banner Co stock | $39,475 | 2023-12-14 |
| 4 | 742 shares Banner Co stock | $39,460 | 2023-12-20 |
| 5 | 871 shares Banner Co. Stock | $40,283 | 2024-03-25 |
| 6 | 81 shares ETF XLC 83 shares ETF XLK 83 shares ETF VONE | $39,948 | 2023-12-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation Fees | CategoryTxt |
| Amt | $1,578 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $527,419 | EOYBookValueAmt |
| EOYFMV | $527,419 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock | StockNm |
| EOY Book Value | $2,555,441 | EOYBookValueAmt |
| EOYFMV | $2,555,441 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,199,781 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,261,903 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,261,903 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,261,903 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Research Fee | CategoryTxt |
| Legal Fees | $85 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | change in Cash | Desc |
| Amt | $68,596 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Service Fees | Desc |
| Revenue And Expenses Per Books | $67 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Investments | Desc |
| Amt | $433,347 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Set up fees for 2025 Filings- $6,500 and filing fees with Oregon Secretary of State $838.00 | CategoryTxt |
| Amt | $7,338 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | U.S. Treasury | CategoryTxt |
| Amt | $1,494 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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