GRAY FAMILY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GRAY FAMILY FOUNDATION (EIN 45-3083519)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202443109349304209
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T22:25:53+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Market Street Suite 3300 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941055829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453083519 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gray Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAY | BusinessNameControlTxt |
| Phone | 5032276846 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 SW Yamhill Street 100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972052108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Erica D Daley | PersonNm |
| Person Title | Asst Treasurer/Asst Secretary | PersonTitleTxt |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diane Kirmaci | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 4155761100 | PhoneNum |
| Preparation | 2024-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maria Ramos Underwood | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 SW Yamhill Street 100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972052108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $156,181 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.grayff.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | The Gray Family Foundation is a supporting organization of The Oregon Community Foundation (OCF). The Foundation makes grants that further the mission of OCF which is to improve life in Oregon and to promote effective philanthropy. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 54 | TotalVolunteersCnt |
| Total Gross UBI | $46,095 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,873 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $300,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $156,000 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,422 | PYInvestmentIncomeAmt |
| CY Investment Income | $181 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $301,422 | PYTotalRevenueAmt |
| CY Total Revenue | $156,181 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,211,653 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,197,374 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,116 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $527,713 | PYOtherExpensesAmt |
| CY Other Expenses | $547,640 | CYOtherExpensesAmt |
| PY Total Expenses | $3,739,366 | PYTotalExpensesAmt |
| CY Total Expenses | $2,745,014 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,437,944 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,588,833 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,083,942 | TotalAssetsBOYAmt |
| Total Assets EOY | $957,343 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $136,333 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $149,990 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $947,609 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $807,353 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Gray Family Foundation is a supporting organization of The Oregon Community Foundation (OCF). The Foundation makes grants that further the mission of OCF which is to improve lives for all Oregonians through the power of philanthropy. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,269,505 | ExpenseAmt |
| Grant | $2,197,374 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The Gray Family Foundation supports efforts to promote civic engagement and build long-term sustainability in our communities by investing in programs that develop environmental and geographic literacy among Oregon students with a particular focus on K-12 grades. In addition, we work with residential camps in Oregon to help ensure 5th and 6th graders have a safe, secure environment to attend outdoor school. | Desc |
| Total Program Service Expenses | $2,269,505 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Erica D Daley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032276846 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 SW Yamhill St 100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Corrine Oishi | |||||||
| Secretary/Treasurer | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Janet Webster | |||||||
| Chair | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Maria Underwood | |||||||
| Vice Chair | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kristin Walrod | |||||||
| Board Member (Until November 2023) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Les Perkins | |||||||
| Board Member | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Sarah Gray | |||||||
| Board Member (As of November 2023) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Traci Rossi | |||||||
| Board Member | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Zavier Borja | |||||||
| Board Member | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Erica D Daley | |||||||
| Asst Treasurer/Asst Secretary | 1.0 | 40.0 | Yes (X) | $0 | $339,869 | $75,412 | |
| Nancy Bales | |||||||
| Executive Director / Asst Secretary/Asst Treasurer | 40.0 | 0.0 | Yes (X) | $0 | $148,314 | $38,540 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $488,183 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $113,952 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $156,000 | AllOtherContributionsAmt |
| Total Contributions | $156,000 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $46,095 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$45,914 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,181 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $46,095 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$45,914 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,197,374 | TotalAmt |
| Program Services | $2,197,374 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,100 | TotalAmt |
| Program Services | $3,100 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,116 | TotalAmt |
| Fundraising | $5,116 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66 | TotalAmt |
| Management And General | $66 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180 | TotalAmt |
| Management And General | $180 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,370 | TotalAmt |
| Program Services | $17,370 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,358 | TotalAmt |
| Program Services | $1,358 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| OCF Administrative Fee | $468,021 | $468,021 | |
| Outreach | $9,101 | $9,101 | |
| Dues and Membership | $4,780 | $4,780 | |
| Volunteer Expenses | $4,460 | $4,460 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,088 | TotalAmt |
| Program Services | $1,962 | ProgramServicesAmt |
| Management And General | $2,126 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,745,014 | TotalAmt |
| Program Services | $2,269,505 | ProgramServicesAmt |
| Management And General | $470,393 | ManagementAndGeneralAmt |
| Fundraising | $5,116 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,146 | BOYAmt |
| EOY | $214,277 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,357 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $180 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808,980 | BOYAmt |
| EOY | $742,886 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,083,942 | BOYAmt |
| EOY | $957,343 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,333 | BOYAmt |
| EOY | $129,990 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,333 | BOYAmt |
| EOY | $149,990 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $947,609 | BOYAmt |
| EOY | $807,353 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $947,609 | BOYAmt |
| EOY | $807,353 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,083,942 | BOYAmt |
| EOY | $957,343 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,588,833 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$88,279 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,536,856 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Oregon Community Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237315673 | EIN |
| Organization Type | 8 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $2,197,374 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,197,374 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $120,414 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $120,414 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,715,014 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $246,749,823 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,745,014 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $246,870,237 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $287,251 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $71,813 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $92,051 | CurrentYearMinus3Amt |
| Current Year Minus2 | $121,087 | CurrentYearMinus2Amt |
| Current Year Minus1 | $136,408 | CurrentYearMinus1Amt |
| Current Year | $120,414 | CurrentYearAmt |
| Total | $469,960 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $71,404 | CurrentYearMinus3Amt |
| Current Year Minus2 | $68,601 | CurrentYearMinus2Amt |
| Current Year Minus1 | $84,250 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $474,256 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $711,384 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $180 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $180 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $947,609 | BeginningYearBalanceAmt |
| Contributions | $2,681,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$88,098 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,185,518 | GrantsOrScholarshipsAmt |
| Other Expenditures | $468,021 | OtherExpendituresAmt |
| Administrative Expenses | $79,619 | AdministrativeExpensesAmt |
| End Year Balance | $807,353 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,362,289 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$165,313 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,211,653 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$2,808,719 | OtherExpendituresAmt |
| Administrative Expenses | $146,433 | AdministrativeExpensesAmt |
| End Year Balance | $947,609 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,288,594 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | $286,799 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,004,154 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$1,632,668 | OtherExpendituresAmt |
| Administrative Expenses | $141,618 | AdministrativeExpensesAmt |
| End Year Balance | $1,362,289 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,632,117 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | $68,802 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,231,332 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$1,646,128 | OtherExpendituresAmt |
| Administrative Expenses | $127,121 | AdministrativeExpensesAmt |
| End Year Balance | $1,288,594 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,884,377 | BeginningYearBalanceAmt |
| Contributions | $2,000 | ContributionsAmt |
| Investment Earnings Or Losses | $85,553 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,485,873 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$1,269,889 | OtherExpendituresAmt |
| Administrative Expenses | $123,829 | AdministrativeExpensesAmt |
| End Year Balance | $1,632,117 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interests of private equity partnerships | Desc |
| Book Value | $742,886 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $742,886 | TotalBookValueSecuritiesAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part V, Line 4 Intended uses of endowment funds | FormAndLineReferenceDesc |
| Explanation | The foundation uses endowment fund distributions to make grants to non-profit organizations. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (80 entries)
| Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|
| ELSO | |||||||
| 831208258 | 501(C)(3) | $84,000 | OST and Mentoring | ||||
| Westwind Stewardship Group | |||||||
| 201627314 | 501(C)(3) | $65,000 | K12 Education | 5933 NE Win Sivers Drive Ste 202 | Portland | OR | 97220 |
| Children's Forest of Central Oregon | |||||||
| 472678893 | 501(C)(3) | $81,000 | K12 Education | ||||
| CAPACES Leadership Institute | |||||||
| 452771253 | 501(C)(3) | $45,000 | Civic Engagement | ||||
| Rogue Climate | |||||||
| 464714467 | 501(C)(3) | $45,000 | Civic Engagement | ||||
| Siskiyou Field Institute | |||||||
| 201285400 | 501(C)(3) | $45,000 | Parks and Recreation | ||||
| Wallowa Resources | |||||||
| 911794627 | 501(C)(3) | $40,000 | K12 Education | ||||
| Lomakatsi Restoration Project | |||||||
| 931163452 | 501(C)(3) | $40,000 | Environment | ||||
| Canyonview Camp & Equestrian Center | |||||||
| 936034508 | 501(C)(3) | $55,000 | Parks and Recreation | ||||
| Progressive Multiplier Fund | |||||||
| 831264302 | 501(C)(3) | $40,000 | Community Development | ||||
| Euvalcree | |||||||
| 462224467 | 501(C)(3) | $35,000 | K12 Education | ||||
| Soul River Inc | |||||||
| 454860210 | 501(C)(3) | $65,000 | OST and Mentoring | ||||
| Camp Kiwanilong Board Inc | |||||||
| 930911789 | 501(C)(3) | $35,000 | Parks and Recreation | ||||
| Beyond Toxics | |||||||
| 931294227 | 501(C)(3) | $57,000 | Environment | ||||
| Klamath Outdoor Science School | |||||||
| 710958638 | 501(C)(3) | $35,000 | K12 Education | ||||
| Blue Mountain Conservative Baptist Association | |||||||
| 936034509 | 501(C)(3) | $35,000 | Parks and Recreation | ||||
| Mennonite Camp Association of Oregon | |||||||
| 930553172 | 501(C)(3) | $35,000 | Parks and Recreation | ||||
| YMCA of Columbia-Willamette | |||||||
| 930386981 | 501(C)(3) | $35,000 | Parks and Recreation | ||||
| Camp Arrah Wanna Inc | |||||||
| 263098394 | 501(C)(3) | $35,000 | Parks and Recreation | ||||
| The Cottonwood School of Civics and Science | |||||||
| 202738271 | 501(C)(3) | $30,000 | K12 Education | ||||
| Friends of Tryon Creek State Park | |||||||
| 237079356 | 501(C)(3) | $30,000 | K12 Education | ||||
| Understory Initiative | |||||||
| 831051907 | 501(C)(3) | $30,000 | K12 Education | ||||
| Salem-Keizer School District 24J | |||||||
| 936000763 | GOVT - PUBLIC SCHOOL | $30,000 | K12 Education | ||||
| Affiliated Tribes of Northwest Indians | |||||||
| 930934830 | 501(C)(3) | $30,000 | K12 Education | ||||
| Rural Organizing Project | |||||||
| 931159856 | 501(C)(3) | $30,000 | Civic Engagement | ||||
| Asian Pacific American Network of Oregon | |||||||
| 800252850 | 501(C)(3) | $30,000 | Civic Engagement | ||||
| Oregon Community Foundation | |||||||
| 237315673 | 501(C)(3) | $80,000 | Civic Engagement | ||||
| Oregon Museum of Science and Industry | |||||||
| 930402877 | 501(C)(3) | $47,000 | Educational Entertainment | ||||
| Gales Creek Camp Foundation | |||||||
| 936010464 | 501(C)(3) | $25,400 | Parks and Recreation | ||||
| Glide School District #12 | |||||||
| 936000416 | GOVT - PUBLIC SCHOOL | $25,000 | K12 Education | ||||
| Maxville Heritage Interpretive Center | |||||||
| 264819577 | 501(C)(3) | $25,000 | Cultural Heritage | ||||
| Growing Gardens | |||||||
| 931213728 | 501(C)(3) | $25,000 | K12 Education | ||||
| Better Together Central Oregon | |||||||
| 472747562 | 501(C)(3) | $25,000 | K12 Education | ||||
| Verde | |||||||
| 203685723 | 501(C)(3) | $25,000 | K12 Education | ||||
| Eastern Oregon University | |||||||
| 472967284 | GOVT - PUBLIC SCHOOL | $25,000 | K12 Education | ||||
| Curry Soil & Water Conservation District | |||||||
| 930736921 | STATE GOVT | $25,000 | K12 Education | ||||
| Adelante Mujeres | |||||||
| 030473181 | 501(C)(3) | $25,000 | K12 Education | ||||
| Southern Oregon Land Conservancy | |||||||
| 930724691 | 501(C)(3) | $25,000 | K12 Education | ||||
| Long Tom Watershed Council | |||||||
| 208049325 | 501(C)(3) | $37,500 | Civic Engagement | ||||
| Portland State University Foundation | |||||||
| 930619733 | 501(C)(3) | $25,000 | Higher Education | ||||
| Middle Fork Willamette Watershed Council | |||||||
| 260813058 | 501(C)(3) | $25,000 | K12 Education | ||||
| United Methodist Church Oregon-Idaho | |||||||
| 311813333 | 501(C)(3) | $25,000 | Parks and Recreation | ||||
| American-Hellenic Educational Center Inc | |||||||
| 930698692 | 501(C)(3) | $24,800 | K12 Education | ||||
| Grove Christian Service Camp | |||||||
| 930770465 | 501(C)(3) | $22,400 | Parks and Recreation | ||||
| Environmental Grantmakers Association | |||||||
| 208817646 | 501(C)(3) | $20,000 | Civic Engagement | ||||
| Butte Falls School District #91 | |||||||
| 936000528 | 501(C)(3) | $20,000 | K12 Education | ||||
| Black Oregon Land Trust | |||||||
| 856576948 | 501(C)(3) | $20,000 | K12 Education | ||||
| Grande Ronde Model Watershed Foundation | |||||||
| 470909658 | 501(C)(3) | $20,000 | K12 Education | ||||
| Food Roots | |||||||
| 205371832 | 501(C)(3) | $20,000 | K12 Education | ||||
| High Desert Partnership | |||||||
| 743261833 | 501(C)(3) | $20,000 | Civic Engagement | ||||
| Marys River Watershed Council | |||||||
| 931314764 | 501(C)(3) | $20,000 | Civic Engagement | ||||
| Rios to Rivers | |||||||
| 460720031 | 501(C)(3) | $20,000 | Civic Engagement | ||||
| Impact NW | |||||||
| 930557964 | 501(C)(3) | $20,000 | Civic Engagement | ||||
| Coos Watershed Association | |||||||
| 931146207 | 501(C)(3) | $20,000 | Civic Engagement | ||||
| Oregon State University | |||||||
| 611730890 | GOVT - PUBLIC SCHOOL | $20,000 | Higher Education | ||||
| Columbia Slough Watershed Council | |||||||
| 030456181 | 501(C)(3) | $20,000 | K12 Education | ||||
| Central Oregon Environmental Center | |||||||
| 943098623 | 501(C)(3) | $20,000 | K12 Education | ||||
| Ecology in Classrooms & Outdoors | |||||||
| 203710367 | 501(C)(3) | $18,000 | K12 Education | ||||
| Lower Columbia Estuary Partnership | |||||||
| 931249298 | 501(C)(3) | $18,000 | K12 Education | ||||
| Seed to Table Oregon | |||||||
| 823795618 | 501(C)(3) | $16,000 | K12 Education | ||||
| Next Door Inc | |||||||
| 930600421 | 501(C)(3) | $16,000 | OST and Mentoring | ||||
| Eastern Oregon Regional Arts Council | |||||||
| 930686098 | 501(C)(3) | $16,000 | K12 Education | ||||
| Childpeace Montessori Community | |||||||
| 930681409 | 501(C)(3) | $15,000 | Early Childhood | ||||
| Mt Hood Kiwanis Camp | |||||||
| 930422242 | 501(C)(3) | $15,000 | Parks and Recreation | ||||
| Springfield Education Foundation | |||||||
| 931147979 | 501(C)(3) | $15,000 | K12 Education | ||||
| Audubon Society of Portland | |||||||
| 936026088 | 501(C)(3) | $15,000 | K12 Education | ||||
| Institute for Sustainability Education and Ecology | |||||||
| 931239644 | 501(C)(3) | $12,500 | K12 Education | ||||
| Ashland Family YMCA | |||||||
| 930386976 | 501(C)(3) | $10,000 | OST and Mentoring | ||||
| Wallowa Band Nez Perce Trail Interpretive Center | |||||||
| 931192718 | 501(C)(3) | $10,000 | K12 Education | ||||
| Oregon Shores Conservation Coalition | |||||||
| 930952202 | 501(C)(3) | $10,000 | K12 Education | ||||
| Luckiamute Valley Charter Schools | |||||||
| 931320949 | 501(C)(3) | $9,000 | K12 Education | ||||
| Trinity Academy of Portland | |||||||
| 850767110 | 501(C)(3) | $8,797 | OST and Mentoring | ||||
| Episcopal Diocese of Eastern Oregon | |||||||
| 930457732 | 501(C)(3) | $8,417 | OST and Mentoring | ||||
| High Desert Museum | |||||||
| 510179336 | 501(C)(3) | $8,000 | K12 Education | ||||
| Northeast Oregon Network | |||||||
| 371582139 | 501(C)(3) | $8,000 | OST and Mentoring | ||||
| Portland Community Football Club | |||||||
| 462073904 | 501(C)(3) | $7,000 | Parks and Recreation | ||||
| Forest Hills Lutheran Christian School | |||||||
| 931145946 | 501(C)(3) | $6,180 | OST and Mentoring | ||||
| High Desert Education Service District | |||||||
| 936002511 | STATE GOVT | $6,000 | K12 Education | ||||
| Camp Fire Wilani | |||||||
| 930480213 | 501(C)(3) | $5,856 | K12 Education | ||||
| Zion Lutheran School | |||||||
| 930564827 | 501(C)(3) | $5,424 | OST and Mentoring | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 80 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | All grantees submit an annual grant report that outlines the activities completed with grant funds and documentation of grant expenditures. This report includes reference to progress towards outlined goals in initial grant submission and any variance from the submitted project budget. Foundation staff follow up directly with any concerns or clarifications necessary to insure appropriate use of funds. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Erica D Daley | ||||||||||||||
| Asst Treasurer/Asst Secretary | $0 | $338,057 | $0 | $0 | $0 | $1,812 | $0 | $35,912 | $0 | $39,500 | $0 | $415,281 | $0 | $0 |
| Nancy Bales | ||||||||||||||
| Executive Director / Asst Secretary/Asst Treasurer | $0 | $146,970 | $0 | $0 | $0 | $1,344 | $0 | $15,481 | $0 | $23,059 | $0 | $186,854 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 3 PROCESS FOR DETERMINING COMPENSATION | FormAndLineReferenceDesc |
| Explanation | Compensation for officers and key employees is paid by the related organization. The related organization (OCF) has used independent compensation consultants, Form 990 of other organizations, compensation survey or study, and approval by the board or compensation committee. The Board of Directors sets the salary of OCF's CEO. The Board reviews the CEO's salary annually. In setting the CEO's salary, the Board reviews salaries and benefits of similar positions nationally and locally. Information reviewed includes survey data and Forms 990 of similar organizations. The Board's process and decision regarding CEO's salary is documented in the Board minutes. During 2018, a comprehensive compensation review of the CEO's salary was performed and shared with the Executive Committee of the Board. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15 | Compensation for the organization's top management official is paid by the Oregon Community Foundation, a related tax-exempt organization. Because the organization's top management official, officer, and key employees are not paid by the filing organization, questions 15a & 15b have been answered no in accordance with the IRS instructions. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Janet Webster and Sarah Gray - Family relationship |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The Gray Family Foundation Council is entitled to appoint a minority of directors, currently 3 (of 7). OCF is entitled to appoint a majority of directors, currently 4. |
| Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body | There is no committee with authority to act on behalf of the governing body. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Form 990 and supplemental schedules are prepared by a public accounting firm in collaboration with the organization's Controller. The draft return is reviewed by the Chief Financial and Operations Officer for completeness and accuracy. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Board members receive copies of the Foundation's conflict of interest policy and confirm that they have read and understand the policy. Board members are asked to declare conflicts of interest before votes on grants or business issues. All Board members complete disclosure statements each year regarding transactions and grants made in previous years. |
| Form 990, Part VI, Line 19 Required documents available to the public | The Foundation is a supporting organization of the Oregon Community Foundation (OCF). OCF posts the consolidated financial statements on its website (www.oregoncf.org). Conflict of interest policies and governing documents are provided upon request either by mail, electronically or review in the office. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Transfer from The Oregon Community Foundation - 2525000; Grant Refunds - 11856; |
| Form 990, Part XII, Line 2c | The Oregon Community Foundation's audit committee oversees the audit and selection of the independent accountants. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE OREGON COMMUNITY FOUNDATION | |||||||||||
| 1221 SW Yamhill ST | Suite 100 | PORTLAND | OR | 97205 | 237315673 | MAKE GRANTS TO IMPROVE LIFE IN OREGON | OR | 501(c)(3) | 8 | NA | false |
| OCF Joseph E Weston Public Foundation | |||||||||||
| 1221 SW Yamhill ST | Suite 100 | Portland | OR | 97205 | 931046399 | Makes grants to improve life in Oregon | OR | 501(c)(3) | Type I | The Oregon Community Foundation | false |
| Wieden Family Public Foundation | |||||||||||
| 1221 SW Yamhill St | Suite 100 | Portland | OR | 97205 | 931282671 | Makes grants to improve life in Oregon | OR | 501(c)(3) | Type I | The Oregon Community Foundation | false |
| Sid and Karen DeBoer Foundation | |||||||||||
| 1221 SW Yamhill St | Suite 100 | Portland | OR | 97205 | 931235731 | Makes grants to improve life in Oregon | OR | 501(c)(3) | Type I | The Oregon Community Foundation | false |
| Peter & Julie Stott Foundation | |||||||||||
| 1221 SW Yamhill St | Suite 100 | Poretland | OR | 97205 | 931261580 | Makes grants to improve life in Oregon | OR | 501(c)(3) | Type I | The Oregon community Foundation | false |
| Robert J & Leona DeArmond Public Foundation | |||||||||||
| 1221 SW Yamhill St | Suite 100 | Portland | OR | 97205 | 972459165 | Makes grants to improve life in Oregon | OR | 501(c)(3) | Type I | The Oregon Community Foundation | false |
| The Oregon Community Foundation Trust | |||||||||||
| 1221 SW Yamhill St | Suite 100 | Portland | OR | 97205 | 467059268 | Receive/administrate closely-held gifts of OCF | OR | 501(c)(3) | Type I | The Oregon Community Foundation | false |
| John & Ginger Niemeyer Foundation | |||||||||||
| 1221 SW Yamhill St | Suite 100 | Portland | OR | 97205 | 822399486 | Makes grants to improve life in Oregon | OR | 501(c)(3) | Type I | The Oregon Community Foundation | false |
| Hollis Foundation | |||||||||||
| 1221 SW Yamhill St | Suite 100 | Portland | OR | 97205 | 611900941 | Makes grants to improve life in Oregon | OR | 501(c)(3) | Type I | The Oregon Community Foundation | false |
| Working Forests Foundation | |||||||||||
| 1221 SW Yamhill St | Suite 100 | Portland | OR | 97205 | 861188447 | accept/manage working forestlands & make distributions to OCF to support charitable purposes | OR | 501(c)(3) | Type I | The Oregon Community Foundation | false |
| CSA Foundation of Douglas County | |||||||||||
| 1221 SW Yamhill St | Suite 100 | Portland | OR | 97205 | 934194336 | Makes grants to improve life in Oregon | OR | 501(c)(3) | Type I | THE OREGON COMMUNITY FOUNDATION | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gray Family Foundation | |||||||||||||||
| 1221 SW Yamhill Street 100 | Portland | OR | 972052108 | 453083519 | Yes (X) | $0 | $30,000 | $30,000 | $2,715,014 | $2,745,014 | $287,251 | $71,813 | $0 | $0 | $0 |
| The Oregon Community Foundation | |||||||||||||||
| 1221 SW YAMHILL STREET Suite 100 | Portland | OR | 97205 | 237315673 | Yes (X) | $0 | $90,414 | $90,414 | $244,034,809 | $244,125,223 | $1,000,000 | $250,000 | $0 | $0 | $0 |
Comments