FOUR WAY COMMUNITY FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FOUR WAY COMMUNITY FOUNDATION (EIN 51-0173092)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-12-12
- IRS object ID
- 201923469349300937
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-12T17:09:45-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2019-12-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cynthia Harelson | PreparerPersonNm |
| PTIN | P00732523 | PTIN |
| Phone | 5414799775 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.115.12.132 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-02 | IPDt |
| IP Tm | 12:31:16 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BA55F9E3A74EE8DFF3F3754F13C82789BA63CC6A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 59A6B238E1D9C2B05249CB931D82E5890EFBEA77 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | 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 | $4,677,366 | 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 | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $772,675 | PYContributionsGrantsAmt |
| CY Contributions Grants | $821,165 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $54,099 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $61,798 | CYProgramServiceRevenueAmt |
| PY Investment Income | $329,287 | PYInvestmentIncomeAmt |
| CY Investment Income | $142,455 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,225 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,158,286 | PYTotalRevenueAmt |
| CY Total Revenue | $1,025,418 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $345,864 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $352,520 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,760 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,533 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,126 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $85,637 | PYOtherExpensesAmt |
| CY Other Expenses | $164,414 | CYOtherExpensesAmt |
| PY Total Expenses | $455,261 | PYTotalExpensesAmt |
| CY Total Expenses | $522,467 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $703,025 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $502,951 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,750,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,563,685 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $369,440 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $350,954 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,381,063 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,212,731 | 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 | $491,458 | ExpenseAmt |
| Grant | $347,373 | GrantAmt |
| Revenue | -$7,861 | 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 2018-19 the foundation made grants totaling $347,373 to 42 organizations. The foundation also provided opportunities for donors and not-for-profit organizations to learn about philanthropy and related topics. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,147 | ExpenseAmt |
| Grant | $5,147 | GrantAmt |
| Desc | Scholarships made for the benefit of individuals residing in Josephine and Western Jackson counties in the State of Oregon. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $496,605 | 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 | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Midge Renton | ||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Margaret Bradford | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Debbie Brownell part year | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Susan Cohen | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Mike Peil part year | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Richard Adams | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Todd Thompson part year | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Alvin Spears | ||||||
| Treasurer | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Steve Roe | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Steve Swearingen | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Cynthia Harelson CPA | ||||||
| Accountant | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Walter D Slater former | ||||||
| Executive Director | 5.00 | Yes (X) | Yes (X) | $16,941 | $0 | $0 |
| Deborah Sorenson | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Dawn Welch | ||||||
| President | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kate Dwyer current | ||||||
| Executive Director | 20.00 | Yes (X) | Yes (X) | $23,328 | $0 | $0 |
| Caleb LaPlante | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Peter Angstadt | ||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Teresa Stover | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $40,269 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | 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 | $821,165 | AllOtherContributionsAmt |
| Noncash Contributions | $498,336 | NoncashContributionsAmt |
| Total Contributions | $821,165 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Administration Fees | 561000 | $59,074 | $59,074 |
| Community Celebration | 900099 | $2,724 | $2,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $61,798 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $212,114 | TotalRevenueColumnAmt |
| Exclusion | $212,114 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,582,289 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,651,948 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$69,659 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$69,659 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$69,659 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,025,418 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$7,861 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $212,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,373 | TotalAmt |
| Program Services | $347,373 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,147 | TotalAmt |
| Program Services | $5,147 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,108 | TotalAmt |
| Program Services | $2,554 | ProgramServicesAmt |
| Management And General | $1,277 | ManagementAndGeneralAmt |
| Fundraising | $1,277 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425 | TotalAmt |
| Program Services | $213 | ProgramServicesAmt |
| Management And General | $106 | ManagementAndGeneralAmt |
| Fundraising | $106 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,328 | TotalAmt |
| Program Services | $11,664 | ProgramServicesAmt |
| Management And General | $5,832 | ManagementAndGeneralAmt |
| Fundraising | $5,832 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
| Management And General | $2,000 | ManagementAndGeneralAmt |
| Fundraising | $1,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,927 | TotalAmt |
| Program Services | $53,927 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,074 | TotalAmt |
| Program Services | $59,074 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534 | TotalAmt |
| Program Services | $267 | ProgramServicesAmt |
| Management And General | $178 | ManagementAndGeneralAmt |
| Fundraising | $89 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,610 | TotalAmt |
| Program Services | $2,306 | ProgramServicesAmt |
| Management And General | $1,536 | ManagementAndGeneralAmt |
| Fundraising | $768 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,600 | TotalAmt |
| Program Services | $1,800 | ProgramServicesAmt |
| Management And General | $1,200 | ManagementAndGeneralAmt |
| Fundraising | $600 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474 | TotalAmt |
| Program Services | $158 | ProgramServicesAmt |
| Management And General | $158 | ManagementAndGeneralAmt |
| Fundraising | $158 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77 | TotalAmt |
| Program Services | $38 | ProgramServicesAmt |
| Management And General | $26 | ManagementAndGeneralAmt |
| Fundraising | $13 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,685 | TotalAmt |
| Management And General | $1,685 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Event expenses-Communit | $6,495 | $6,495 | ||
| Web design/hosting | $1,693 | $846 | $564 | $283 |
| License & fees | $1,138 | $1,138 | ||
| Dues and subs | $765 | $765 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,014 | TotalAmt |
| Program Services | $978 | ProgramServicesAmt |
| Management And General | $36 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,467 | TotalAmt |
| Program Services | $496,605 | ProgramServicesAmt |
| Management And General | $15,736 | ManagementAndGeneralAmt |
| Fundraising | $10,126 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,912 | BOYAmt |
| EOY | $3,695 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,885 | BOYAmt |
| EOY | $138,096 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,432,706 | BOYAmt |
| EOY | $8,421,894 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,750,503 | BOYAmt |
| EOY | $8,563,685 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599 | BOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,988 | BOYAmt |
| EOY | $647 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,853 | BOYAmt |
| EOY | $350,307 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,440 | BOYAmt |
| EOY | $350,954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,689,922 | BOYAmt |
| EOY | $3,933,400 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,651 | BOYAmt |
| EOY | $1,178,841 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,100,490 | BOYAmt |
| EOY | $3,100,490 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,381,063 | BOYAmt |
| EOY | $8,212,731 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,750,503 | BOYAmt |
| EOY | $8,563,685 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $502,951 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $315,219 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $13,498 | 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 | $33,701 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $638,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $772,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $821,164 | CurrentTaxYearAmt |
| Total | $2,379,117 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,701 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $638,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $772,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $821,164 | CurrentTaxYearAmt |
| Total | $2,379,117 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,156,748 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,222,369 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $128,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $135,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $212,114 | CurrentTaxYearAmt |
| Total | $800,370 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,179,487 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $252,734 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.38450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.41750 | 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) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $354,853 | BeginningBalanceAmt |
| Additions During Year | $15,454 | AdditionsDuringYearAmt |
| Distributions During Year | $20,000 | DistributionsDuringYearAmt |
| Ending Balance | $350,307 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,570,251 | BeginningYearBalanceAmt |
| Contributions | $772,674 | ContributionsAmt |
| Investment Earnings Or Losses | $478,777 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $331,243 | GrantsOrScholarshipsAmt |
| Other Expenditures | $89,363 | OtherExpendituresAmt |
| Administrative Expenses | $20,033 | AdministrativeExpensesAmt |
| End Year Balance | $7,381,063 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,280,696 | BeginningYearBalanceAmt |
| Contributions | $1,112,615 | ContributionsAmt |
| Investment Earnings Or Losses | $614,636 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $345,815 | GrantsOrScholarshipsAmt |
| Other Expenditures | $71,827 | OtherExpendituresAmt |
| Administrative Expenses | $20,054 | AdministrativeExpensesAmt |
| End Year Balance | $6,570,251 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,995,391 | BeginningYearBalanceAmt |
| Contributions | $638,963 | ContributionsAmt |
| Investment Earnings Or Losses | $14,367 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $253,413 | GrantsOrScholarshipsAmt |
| Other Expenditures | $39,644 | OtherExpendituresAmt |
| Administrative Expenses | $74,968 | AdministrativeExpensesAmt |
| End Year Balance | $5,280,696 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,386,268 | BeginningYearBalanceAmt |
| Contributions | $33,701 | ContributionsAmt |
| Investment Earnings Or Losses | $139,097 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $293,727 | GrantsOrScholarshipsAmt |
| Other Expenditures | $186,943 | OtherExpendituresAmt |
| Administrative Expenses | $83,005 | AdministrativeExpensesAmt |
| End Year Balance | $4,995,391 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Barnstormers Theatre | |||||||
| 112 NE Evelyn Ave | Grants Pass | OR | 97526 | 936040643 | 501(c)(3) | $5,545 | Capital improvement |
| Boys & Girls Clubs of the Rogue Valley | |||||||
| 203 SE 9th St | Grants Pass | OR | 97526 | 930588108 | 501(c)(3) | $24,423 | Capital improvement & program |
| College Dreams | |||||||
| 2158 NE Industry Dr | Grants Pass | OR | 97526 | 263161884 | 501(c)(3) | $8,531 | Capital equipment |
| Dome School | |||||||
| PO Box 812 | Cave Junction | OR | 97523 | 930673430 | 501(c)(3) | $6,407 | Capital improvements |
| Crossing Bridges Therapeutic Riding Center Inc | |||||||
| PO Box 2276 | Grants Pass | OR | 97528 | 371746728 | 501(c)(3) | $15,777 | Capital and program |
| Family Solutions | |||||||
| 358 S Oakdale Ave | Medford | OR | 97501 | 930605594 | 501(c)(3) | $61,663 | Program |
| Illinois Valley Little League | |||||||
| PO Box 86 | Cave Junction | OR | 97523 | 030380469 | 501(c)(3) | $7,528 | Capital improvement |
| Jacksonville Elementary School PTO | |||||||
| 655 Hueners Lane | Jacksonville | OR | 97530 | 262644058 | 501(c)(3) | $7,251 | Capital equipment |
| Josephine County Historical Society | |||||||
| 512 SW 5th Street | Grants Pass | OR | 97528 | 936015456 | 501(c)(3) | $17,095 | Capital equipment and scholarships |
| Josephine County Food Bank | |||||||
| PO Box 2363 | Grants Pass | OR | 97528 | 471904505 | 501(c)(3) | $8,532 | Capital equipment |
| Josephine Community Library District | |||||||
| 200 NW C Street | Grants Pass | OR | 97526 | 822213656 | govnmt agency | $6,526 | Capital equipment |
| Kairos Northwest | |||||||
| 1750 Nebraska Ave Bldg A | Grants Pass | OR | 97527 | 930686923 | 501(c)(3) | $8,531 | Capital equipment-technology upgrade |
| Rogue Valley Humane Society | |||||||
| PO Box 951 | Grants Pass | OR | 97528 | 930558872 | 501(c)(3) | $14,370 | Program |
| Southern Oregon Aspire Inc | |||||||
| 1990 NW Washington Blvd | Grants Pass | OR | 97526 | 930654596 | 501(c)(3) | $20,717 | Capital improvements |
| Siskiyou Field Institute | |||||||
| PO Box 207 | Selma | OR | 97538 | 201285400 | 501(c)(3) | $5,801 | Capital equipment |
| Sugarloaf Community Association | |||||||
| PO Box 440 | Williams | OR | 97544 | 931266381 | 501(c)(3) | $8,000 | Capital improvements |
| Sunny Wolf Charter School | |||||||
| PO Box 438 | Wolf Creek | OR | 97497 | 271714059 | 501(c)(3) | $10,000 | Capital improvement |
| Three Rivers School District | |||||||
| PO Box 160 | Murphy | OR | 97533 | 936000541 | Public School | $26,448 | Capital improvement & program |
| Women's Crisis Support Team | |||||||
| 560 NE F Street Suite A | Grants Pass | OR | 97526 | 930763734 | 501(c)(3) | $14,344 | Capital improvement & program |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 16 | RecipientCnt |
| Cash Grant | $5,147 | CashGrantAmt |
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 M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 30 | ContributionCnt |
| Noncash Contributions Rpt F990 | $498,336 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 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 $6,000 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 Form 990 for review prior to filing. |
| 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 IX, line 11g | Administrative management fees: Program service expenses 59,074. Management and general expenses 0. Fundraising expenses 0. Total expenses 59,074. |
| Form 990, Part XI, line 9: | Returned Grants 13,498. |
Comments