FOUR WAY COMMUNITY FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FOUR WAY COMMUNITY FOUNDATION (EIN 51-0173092)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-15
- IRS object ID
- 202333199349330373
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T20:51:42-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200461947 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYNTHIA HARELSON CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 1537 | AddressLine1Txt |
| City | GRANTS PASS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510173092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Four Way Community Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUR | BusinessNameControlTxt |
| Phone | 5414799775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 652 | AddressLine1Txt |
| City | Grants Pass | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kate Dwyer | PersonNm |
| Person Title | Exec Director | PersonTitleTxt |
| Phone | 5414749774 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kate | PersonFirstNm |
| Person Last | Dwyer | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cynthia Harelson | PreparerPersonNm |
| PTIN | P00732523 | PTIN |
| Phone | 5414799775 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kate Dwyer | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 652 | AddressLine1Txt |
| City | Grants Pass | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,796,380 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | fourwaycommunityfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | Support of charitable organizations benefitting the residents of Josephine and Western Jackson counties in the State of Oregon through building a permanent endowment for the community, promoting effective stewardship of assets and uniting resources to address important community needs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $722,126 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,383,046 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $118,789 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $114,429 | CYProgramServiceRevenueAmt |
| PY Investment Income | $633,900 | PYInvestmentIncomeAmt |
| CY Investment Income | $372,828 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,000 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,481,815 | PYTotalRevenueAmt |
| CY Total Revenue | $2,870,303 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $546,233 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $689,278 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $62,608 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $83,563 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $36,784 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $246,900 | PYOtherExpensesAmt |
| CY Other Expenses | $233,307 | CYOtherExpensesAmt |
| PY Total Expenses | $855,741 | PYTotalExpensesAmt |
| CY Total Expenses | $1,006,148 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $626,074 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,864,155 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,195,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,762,496 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $514,949 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $506,999 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,681,026 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,255,497 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Support of charitable organizations benefitting the residents of Josephine and Western Jackson counties in the State of Oregon through building a permanent endowment for the community, promoting effective stewardship of assets and uniting resources to address important community needs. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $932,935 | ExpenseAmt |
| Grant | $689,278 | GrantAmt |
| Revenue | $114,429 | RevenueAmt |
| Desc | The foundation administers charitable funds and makes grants from those funds for charitable and educational purposes, primarily in Josephine and western Jackson Counties in the State of Oregon. In 2022-23 the foundation gave 76 grants totaling $689,278 to 69 organizations. The foundation also provided opportunities for donors and not-for-profit organizations to learn about philanthropy and related topics. | Desc |
| Total Program Service Expenses | $932,935 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 | Cynthia Harelson CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5414799775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 NW A Street | AddressLine1Txt |
| City | Grants Pass | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97526 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Brandace Rojo | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Brenda Aguilera | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Cynthia Harelson CPA | ||||||
| Accountant | 2.50 | Yes (X) | $7,200 | $0 | $0 | |
| Dawn Welch | ||||||
| Secretary | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Deborah Sorenson | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Greg Fishwick | ||||||
| President | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jann Taylor | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| John Higgins | ||||||
| Vice-President | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Kate Dwyer | ||||||
| Executive Director | 40.00 | Yes (X) | $52,046 | $0 | $1,776 | Yes (X) |
| Meadow Martell | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Peter Angstadt | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Sue Orris | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Teresa Stover | ||||||
| Treasurer | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Judy Basker | ||||||
| Director (former) | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $59,246 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,776 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,383,046 | AllOtherContributionsAmt |
| Total Contributions | $2,383,046 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Administration Fees | 561000 | $107,434 | $107,434 |
| Community Celebration | 713990 | $6,995 | $6,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $114,429 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $225,189 | TotalRevenueColumnAmt |
| Exclusion | $225,189 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,073,716 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,926,077 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $147,639 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,639 | TotalRevenueColumnAmt |
| Exclusion | $147,639 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,870,303 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $114,429 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $372,828 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,278 | TotalAmt |
| Program Services | $689,278 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,822 | TotalAmt |
| Program Services | $26,911 | ProgramServicesAmt |
| Management And General | $13,456 | ManagementAndGeneralAmt |
| Fundraising | $13,455 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,386 | TotalAmt |
| Program Services | $10,193 | ProgramServicesAmt |
| Management And General | $5,097 | ManagementAndGeneralAmt |
| Fundraising | $5,096 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,355 | TotalAmt |
| Program Services | $4,678 | ProgramServicesAmt |
| Management And General | $2,339 | ManagementAndGeneralAmt |
| Fundraising | $2,338 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275 | TotalAmt |
| Program Services | $138 | ProgramServicesAmt |
| Management And General | $92 | ManagementAndGeneralAmt |
| Fundraising | $45 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,200 | TotalAmt |
| Program Services | $3,600 | ProgramServicesAmt |
| Management And General | $2,400 | ManagementAndGeneralAmt |
| Fundraising | $1,200 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,438 | TotalAmt |
| Program Services | $66,438 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,499 | TotalAmt |
| Program Services | $100,467 | ProgramServicesAmt |
| Management And General | $16 | ManagementAndGeneralAmt |
| Fundraising | $16 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,944 | TotalAmt |
| Program Services | $8,472 | ProgramServicesAmt |
| Management And General | $5,648 | ManagementAndGeneralAmt |
| Fundraising | $2,824 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,743 | TotalAmt |
| Program Services | $3,288 | ProgramServicesAmt |
| Management And General | $2,193 | ManagementAndGeneralAmt |
| Fundraising | $2,262 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,796 | TotalAmt |
| Program Services | $2,398 | ProgramServicesAmt |
| Management And General | $1,599 | ManagementAndGeneralAmt |
| Fundraising | $799 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,830 | TotalAmt |
| Management And General | $1,415 | ManagementAndGeneralAmt |
| Fundraising | $1,415 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634 | TotalAmt |
| Management And General | $317 | ManagementAndGeneralAmt |
| Fundraising | $317 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,185 | TotalAmt |
| Management And General | $1,185 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Event expenses-Communit | $13,886 | $6,943 | $6,943 | |
| Income to managed funds | $7,470 | $7,470 | ||
| Dues and subs | $2,438 | $2,438 | ||
| Web design/hosting | $446 | $223 | $74 | $149 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523 | TotalAmt |
| Management And General | $523 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,006,148 | TotalAmt |
| Program Services | $932,935 | ProgramServicesAmt |
| Management And General | $36,429 | ManagementAndGeneralAmt |
| Fundraising | $36,784 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808,017 | BOYAmt |
| EOY | $380,247 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,354,883 | BOYAmt |
| EOY | $12,352,497 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,075 | BOYAmt |
| EOY | $29,751 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,195,975 | BOYAmt |
| EOY | $12,762,496 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,803 | BOYAmt |
| EOY | $2,957 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,059 | BOYAmt |
| EOY | $45,359 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,087 | BOYAmt |
| EOY | $458,683 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $514,949 | BOYAmt |
| EOY | $506,999 | 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 | $4,647,851 | BOYAmt |
| EOY | $6,983,774 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,033,175 | BOYAmt |
| EOY | $5,271,723 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,681,026 | BOYAmt |
| EOY | $12,255,497 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,195,975 | BOYAmt |
| EOY | $12,762,496 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,864,155 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $711,181 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$11,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $10,135 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $821,164 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $441,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $722,126 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,383,046 | CurrentTaxYearAmt |
| Total | $4,517,386 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $821,164 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $441,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $722,126 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,383,046 | CurrentTaxYearAmt |
| Total | $4,517,386 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,283,599 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,233,787 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $212,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $211,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $185,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $269,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $225,190 | CurrentTaxYearAmt |
| Total | $1,103,373 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,620,759 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $469,112 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.57530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.27680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,941,472 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,035,901 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $449,087 | BeginningBalanceAmt |
| Additions During Year | $112,911 | AdditionsDuringYearAmt |
| Distributions During Year | $55,000 | DistributionsDuringYearAmt |
| Ending Balance | $506,998 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,681,026 | BeginningYearBalanceAmt |
| Contributions | $2,383,046 | ContributionsAmt |
| Investment Earnings Or Losses | $487,258 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $689,278 | GrantsOrScholarshipsAmt |
| Other Expenditures | $243,658 | OtherExpendituresAmt |
| Administrative Expenses | $73,213 | AdministrativeExpensesAmt |
| End Year Balance | $12,255,497 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,496,243 | BeginningYearBalanceAmt |
| Contributions | $722,126 | ContributionsAmt |
| Investment Earnings Or Losses | -$627,185 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $546,233 | GrantsOrScholarshipsAmt |
| Other Expenditures | $309,548 | OtherExpendituresAmt |
| Administrative Expenses | $54,377 | AdministrativeExpensesAmt |
| End Year Balance | $9,681,026 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,405,073 | BeginningYearBalanceAmt |
| Contributions | $441,557 | ContributionsAmt |
| Investment Earnings Or Losses | $2,295,471 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $389,320 | GrantsOrScholarshipsAmt |
| Other Expenditures | $217,109 | OtherExpendituresAmt |
| Administrative Expenses | $39,429 | AdministrativeExpensesAmt |
| End Year Balance | $10,496,243 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,212,731 | BeginningYearBalanceAmt |
| Contributions | $149,493 | ContributionsAmt |
| Investment Earnings Or Losses | $545,191 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $306,383 | GrantsOrScholarshipsAmt |
| Other Expenditures | $164,584 | OtherExpendituresAmt |
| Administrative Expenses | $31,375 | AdministrativeExpensesAmt |
| End Year Balance | $8,405,073 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,381,063 | BeginningYearBalanceAmt |
| Contributions | $821,164 | ContributionsAmt |
| Investment Earnings Or Losses | $519,471 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $339,022 | GrantsOrScholarshipsAmt |
| Other Expenditures | $144,084 | OtherExpendituresAmt |
| Administrative Expenses | $25,861 | AdministrativeExpensesAmt |
| End Year Balance | $8,212,731 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43012 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25220 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31768 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | Funds held and invested for local 501(c)(3) organizations which want to share in the large investment advisory fund this organization maintains. |
| Part V, Line 4: | Endowment funds are restricted to being used for investment and the earnings are used for the support of charitable organizations benefiting the residents of Josephine and Western Jackson counties in the State of Oregon. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (32 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Crossing Bridges | ||||||||
| PO Box 2276 | Grants Pass | OR | 97528 | 371746728 | 501(c)(3) | $18,000 | $0 | Program support |
| Family Solutions | ||||||||
| 201 West Main St Ste 4B | Medford | OR | 97501 | 930605594 | 501(c)(3) | $31,051 | $0 | Program support |
| Grants Pass Museum of Art | ||||||||
| PO Box 966 | Grants Pass | OR | 97528 | 930745985 | 501(c)(3) | $6,500 | $0 | Capital improvements |
| Josephine County Historical Society | ||||||||
| 512 SW 5th Street | Grants Pass | OR | 97528 | 936015456 | 501(c)(3) | $21,241 | $0 | Capital improvement & program support |
| Pacifica | ||||||||
| PO Box 1003 | Williams | OR | 97544 | 931258154 | 501(c)(3) | $10,000 | $0 | Capital improvements |
| Project Youth | ||||||||
| PO Box 1407 | Grants Pass | OR | 97528 | 263161884 | 501(c)(3) | $9,000 | $0 | Program support |
| Rogue Valley Humane Society | ||||||||
| PO Box 951 | Grants Pass | OR | 97528 | 930558872 | 501(c)(3) | $16,551 | $0 | Capital improvements & program support |
| Illinois Valley Family coalition | ||||||||
| 535 E River St | Cave Junction | OR | 97523 | 931136024 | 501(c)(3) | $10,000 | $0 | Capital improvements |
| Illinois Valley Volunteer Firefighters Foundation | ||||||||
| 681 Caves Hwy | Cave Junction | OR | 97523 | 882295359 | 501(c)(3) | $10,000 | $0 | Doors and Windows for Training Facility |
| Illinois Valley Community Development Org | ||||||||
| PO Box 1824 | Cave Junction | OR | 97523 | 931154155 | 501(c)(3) | $13,000 | $0 | Equipment upgrades & program support |
| Kalmopsis Community Arts High School | ||||||||
| PO Box 110 | OBrien | OR | 97534 | 834239250 | 501(c)(3) | $8,000 | $0 | Education Equipment |
| The Dome School | ||||||||
| PO Box 812 | Cave Junction | OR | 97523 | 930673430 | 501(c)(3) | $16,300 | $0 | Replace Generator for Community Emergency Capacity |
| Green Leaf Industries | ||||||||
| 1630 Williams Hwy | Grants Pass | OR | 97527 | 930767381 | 501(c)(3) | $10,000 | $0 | Operations |
| Wildlife Images Rehabilitation & Education Ctr | ||||||||
| PO Box 36 | Merlin | OR | 97532 | 930793314 | 501(c)(3) | $7,500 | $0 | Habitat Development |
| Boys & Girls Club of the Rogue Valley | ||||||||
| 203 SE 9th Street | Grants Pass | OR | 97526 | 930588108 | 501(c)(3) | $27,907 | $0 | Program & capital improvement |
| Grants Pass High School | ||||||||
| 939 SE 8th Street | Grants Pass | OR | 97526 | 936000542 | public school | $16,162 | $0 | Program |
| Barnstormers | ||||||||
| 112 NE Evelyn Avenue | Grants Pass | OR | 97526 | 936040643 | 501(c)(3) | $5,400 | $0 | Exterior Paint and Repair |
| Bridge Street Recovery | ||||||||
| PO Box 1595 | Grants Pass | OR | 97528 | 261541974 | 501(c)(3) | $10,000 | $0 | Meeting Charis and Tables |
| Table Rock Foundation | ||||||||
| 369 Shan Ck Rd | grants Pass | OR | 97527 | 931012849 | 501(c)(3) | $10,000 | $0 | Operations (22-23 celebration) |
| City of Cave Junction | ||||||||
| PO Box 1396 | Cave Junction | OR | 97523 | 936002135 | Government | $10,000 | $0 | Fencing |
| Family Nuturing CenterGrowing Together Center | ||||||||
| 212 N Oakdale | Medford | OR | 97501 | 161726574 | 501(c)(3) | $10,000 | $0 | Operations |
| Friends of the Josephine County Chilren's Advocacy Center | ||||||||
| 100 big Pine Drive | Grants Pass | OR | 97526 | 862568020 | 501(c)(3) | $10,000 | $0 | Furniture Purchase |
| Grants Pass YMCA | ||||||||
| 1000 Redwood Avenue | Grants Pass | OR | 97527 | 930848122 | 501(c)(3) | $15,000 | $0 | Operations and Playground |
| Hearts with a Mission | ||||||||
| 71 Medford Center 334 | Medford | OR | 97540 | 208678122 | 501(c)(3) | $7,500 | $0 | Furniture Purchase |
| Illinois Valley Living Solutions | ||||||||
| PO Box 342 | Cave Junction | OR | 97523 | 834097565 | 501(c)(3) | $10,000 | $0 | Capital Construction |
| Josephine County Library Foundation | ||||||||
| PO Box 1684 | Grants Pass | OR | 97528 | 943051415 | 501(c)(3) | $250,000 | $0 | Capital |
| Rusk Ranch Nature Center | ||||||||
| PO Box 872 | Cave Junction | OR | 97523 | 203372120 | 501(c)(3) | $6,000 | $0 | Landscaping Upgrade |
| Salvation Army | ||||||||
| 1377 Redwood Ave | Grants Pass | OR | 97527 | 941156347 | 501(c)(3) | $9,000 | $0 | Capital Improvements |
| Southern Oregon Aspire | ||||||||
| 1465 NE 7th Street Ste B | Grants Pass | OR | 97526 | 930654596 | 501(c)(3) | $10,000 | $0 | Operations |
| Sugarloaf | ||||||||
| PO Box 440 | Williams | OR | 97544 | 931266381 | 501(c)(3) | $10,000 | $0 | Capital Equipment |
| Three Rivers School District | ||||||||
| 8550 New Hope Rd | Grants Pass | OR | 97527 | 936000541 | public school | $7,700 | $0 | Operations |
| Woodland Charter School | ||||||||
| 301 Murphy Creek Rd | Grants Pass | OR | 97527 | 800518146 | 501(c)(3) | $6,500 | $0 | Capital Improvements |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 54 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Organization requires report from organization receiving the grant, reporting on the use of the grant. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | Cynthia Harelson, CPA, PC employs Cynthia Harelson, CPA who effectively acts as the CFO for the Four Way Community Foundation. The organization paid Cynthia Harelson, CPA, PC $7,200 during the fiscal year for such services. |
| Form 990, Part VI, Section A, line 8b | No committees exist with authorization to act on behalf of the governing body. All committee actions are reviewed and approved/disapproved by the full board, and all record of such activities are noted in the written record of the full board meeting. |
| Form 990, Part VI, Section B, line 11b | All board members received the public inspection copy of the form 990 for review prior to filing. The review of the complete form 990 will be done at the next regularly scheduled board meeting which will take place after the due date of the return. |
| Form 990, Part VI, Section B, line 12c | Organization asks board members to review conflict of interest policy every year. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements are available to the public upon request. |
| Form 990, Part XI, line 9: | Returned Grants 10,135. |
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