FOUR WAY COMMUNITY FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FOUR WAY COMMUNITY FOUNDATION (EIN 51-0173092)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-03-12
- IRS object ID
- 201930719349300533
- Schema version
- 2017v2.3
- 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 | 2019-03-12T20:26:53-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 | 2019-03-12 | 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 | 2019-03-12 | IPDt |
| IP Tm | 13:23:48 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 091BEA3F5DB0C0D598353ADF4A6B2A76A010A45C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 59A6B238E1D9C2B05249CB931D82E5890EFBEA77 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $2,815,067 | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,112,616 | PYContributionsGrantsAmt |
| CY Contributions Grants | $772,675 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $45,344 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $54,099 | CYProgramServiceRevenueAmt |
| PY Investment Income | $214,316 | PYInvestmentIncomeAmt |
| CY Investment Income | $329,287 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,750 | PYOtherRevenueAmt |
| CY Other Revenue | $2,225 | CYOtherRevenueAmt |
| PY Total Revenue | $1,375,026 | PYTotalRevenueAmt |
| CY Total Revenue | $1,158,286 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $345,616 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $345,864 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,785 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,760 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,744 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $64,296 | PYOtherExpensesAmt |
| CY Other Expenses | $85,637 | CYOtherExpensesAmt |
| PY Total Expenses | $437,697 | PYTotalExpensesAmt |
| CY Total Expenses | $455,261 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $937,329 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $703,025 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,918,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,750,503 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $348,686 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $369,440 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,570,251 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,381,063 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Support of charitable organizations benefitting the residents of Josephine and Western Jackson counties in the State of Oregon. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $430,229 | ExpenseAmt |
| Grant | $340,864 | GrantAmt |
| Revenue | $56,324 | 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 2017-18 the foundation made grants totaling $340,864 to 38 organizaitons. The foundation also provided opportunities for donors and not-for-profit organiaitons to learn about philanthropy and related topics. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,000 | ExpenseAmt |
| Grant | $5,000 | 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 | $435,229 | 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 | 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 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | 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 |
| 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) | $17,833 | $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 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Caleb LaPlant | ||||||
| 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 | $17,833 | 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 | $772,675 | AllOtherContributionsAmt |
| Noncash Contributions | $199,047 | NoncashContributionsAmt |
| Total Contributions | $772,675 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administration Fees | Desc |
| Business | 523930 | BusinessCd |
| Total Revenue Column | $54,099 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,099 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $54,099 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,034 | TotalRevenueColumnAmt |
| Exclusion | $126,034 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,860,034 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,656,781 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $203,253 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $203,253 | TotalRevenueColumnAmt |
| Exclusion | $203,253 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Community Celebration | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,225 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,225 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,225 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,158,286 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,324 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $329,287 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,664 | TotalAmt |
| Program Services | $345,664 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200 | TotalAmt |
| Program Services | $200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,833 | TotalAmt |
| Program Services | $8,917 | ProgramServicesAmt |
| Management And General | $4,458 | ManagementAndGeneralAmt |
| Fundraising | $4,458 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,927 | TotalAmt |
| Program Services | $2,963 | ProgramServicesAmt |
| Management And General | $1,482 | ManagementAndGeneralAmt |
| Fundraising | $1,482 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,099 | TotalAmt |
| Program Services | $54,099 | ProgramServicesAmt |
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 |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584 | TotalAmt |
| Program Services | $293 | ProgramServicesAmt |
| Management And General | $194 | ManagementAndGeneralAmt |
| Fundraising | $97 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,800 | TotalAmt |
| Program Services | $900 | ProgramServicesAmt |
| Management And General | $600 | ManagementAndGeneralAmt |
| Fundraising | $300 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345 | TotalAmt |
| Program Services | $115 | ProgramServicesAmt |
| Management And General | $115 | ManagementAndGeneralAmt |
| Fundraising | $115 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380 | TotalAmt |
| Management And General | $380 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Income to managed funds | $13,153 | $13,153 | ||
| Event expenses-Communit | $4,051 | $4,051 | ||
| Publications-brochures | $1,754 | $877 | $585 | $292 |
| License & fees | $1,309 | $20 | $1,289 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,162 | TotalAmt |
| Program Services | $977 | ProgramServicesAmt |
| Management And General | $1,185 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,261 | TotalAmt |
| Program Services | $435,229 | ProgramServicesAmt |
| Management And General | $12,288 | ManagementAndGeneralAmt |
| Fundraising | $7,744 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,910 | BOYAmt |
| EOY | $2,912 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,138 | BOYAmt |
| EOY | $119,885 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,502,889 | BOYAmt |
| EOY | $7,432,706 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $195,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,918,937 | BOYAmt |
| EOY | $7,750,503 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898 | BOYAmt |
| EOY | $599 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,488 | BOYAmt |
| EOY | $13,988 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,300 | BOYAmt |
| EOY | $354,853 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,686 | BOYAmt |
| EOY | $369,440 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,102,525 | BOYAmt |
| EOY | $3,689,922 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,236 | BOYAmt |
| EOY | $590,651 | 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 | $6,570,251 | BOYAmt |
| EOY | $7,381,063 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,918,937 | BOYAmt |
| EOY | $7,750,503 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $703,025 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $98,321 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $9,466 | 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 | $45,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $638,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $112,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $772,674 | CurrentTaxYearAmt |
| Total | $1,603,511 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $638,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $112,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $772,674 | CurrentTaxYearAmt |
| Total | $1,603,511 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $650,694 | SubstantialContributorsTotAmt |
| Public Support Total170 | $952,817 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,389 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,402 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,034 | CurrentTaxYearAmt |
| Total | $505,022 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,108,533 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $949,901 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.45190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $344,300 | BeginningBalanceAmt |
| Additions During Year | $30,053 | AdditionsDuringYearAmt |
| Distributions During Year | $19,500 | DistributionsDuringYearAmt |
| Ending Balance | $354,853 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,372,824 | BeginningYearBalanceAmt |
| Contributions | $98,883 | ContributionsAmt |
| Investment Earnings Or Losses | $1,338,474 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $346,363 | GrantsOrScholarshipsAmt |
| Other Expenditures | $59,619 | OtherExpendituresAmt |
| Administrative Expenses | $17,931 | AdministrativeExpensesAmt |
| End Year Balance | $5,386,268 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.44040 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13960 | TermEndowmentBalanceEOYPct |
| 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 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 (37 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Access | |||||||
| 3680 Aviation Way | Medford | OR | 97504 | 930665396 | 501(c)(3) | $5,220 | Capital equipment |
| Barnstormers Theatre | |||||||
| 112 NE Evelyn Ave | Grants Pass | OR | 97526 | 936040643 | 501(c)(3) | $5,040 | Capital improvement |
| Boys & Girls Clubs of the Rogue Valley | |||||||
| 203 SE 9th St | Grants Pass | OR | 97526 | 930588108 | 501(c)(3) | $10,000 | Capital improvement |
| Bridge Street Recovery | |||||||
| PO Box 1595 | Grants Pass | OR | 97528 | 261541974 | 501(c)(3) | $8,500 | Capital improvement |
| Compass House | |||||||
| 37 N Ivy St | Medford | OR | 97501 | 931294230 | 501(c)(3) | $1,000 | Capital improvement |
| Coalition for Kids | |||||||
| 223 SE M Street | Grants Pass | OR | 97526 | 943143417 | 501(c)(3) | $10,000 | Capital improvements |
| Crossing Bridges Therapeutic Riding Center Inc | |||||||
| PO Box 2276 | Grants Pass | OR | 97528 | 371746728 | 501(c)(3) | $10,000 | Scholarships |
| Eugene Debbs Potts Foundation | |||||||
| PO Box 324 | Merlin | OR | 97532 | 841662316 | 501(c)(3) | $2,204 | Capital improvement |
| Family Solutions | |||||||
| 1836 Fremont St | Ashland | OR | 97520 | 930605594 | 501(c)(3) | $109,530 | Capital equipment |
| Grants Pass Chamber of Commerce | |||||||
| PO Box 970 | Grants Pass | OR | 97528 | 931320805 | 501(c)(3) | $4,000 | Capital equipment |
| Green Leaf Industries | |||||||
| 1630 Williams Hwy PMB 192 | Grants Pass | OR | 97527 | 930767381 | 501(c)(3) | $11,000 | Capital equipment |
| Illinois Valley Booster Club | |||||||
| 625 E River St | Cave Junction | OR | 97523 | 930944590 | 501(c)(3) | $10,000 | Capital improvement |
| Illinois Valley Family Coalition | |||||||
| 535 E River St | Cave Junction | OR | 97523 | 931136024 | 501(c)(3) | $5,000 | Capital equipment |
| Josephine County Education Foundation | |||||||
| PO Box 908 | Grants Pass | OR | 97528 | 936041252 | 501(c)(3) | $7,400 | Capital equipment and scholarships |
| Josephine County Fairgrounds | |||||||
| 1451 Fairgrounds Rd | Grants Pass | OR | 97527 | 263027262 | 501(c)(3) | $7,500 | Capital equipment |
| Josephine County Food Bank | |||||||
| PO Box 2363 | Grants Pass | OR | 97528 | 471904505 | 501(c)(3) | $3,000 | Capital equipment |
| Josephine County Library Foundation | |||||||
| 1624 NW Olmar Dr | Grants Pass | OR | 97526 | 943051415 | 501(c)(3) | $3,500 | Capital equipment |
| Merlin Community Park | |||||||
| PO Box 866 | Merlin | OR | 97532 | 931034687 | 501(c)(3) | $5,500 | Capital improvements |
| Options for Southern Oregon | |||||||
| 1515 Harbeck Road | Grants Pass | OR | 97527 | 930804385 | 501(c)(3) | $3,000 | Capital improvement |
| Pacifica | |||||||
| PO Box 1 | Williams | OR | 97544 | 931258154 | 501(c)(3) | $10,000 | Capital improvement |
| RCC Foundation | |||||||
| 3345 Redwood Hwy Bldg H | Grants Pass | OR | 97527 | 930777701 | 501(c)(3) | $7,500 | Capital equipment |
| ROC Food Pantry | |||||||
| PO Box 2004 | Grants Pass | OR | 97528 | 271447732 | 501(c)(3) | $5,000 | Capital improvement |
| Rogue River Community Center | |||||||
| 211 Pine St | Rogue River | OR | 97537 | 930780300 | 501(c)(3) | $243 | Operations |
| Rogue River Rats | |||||||
| 12303 Galice Rd | Merlin | OR | 97532 | 263242553 | 501(c)(3) | $1,660 | Capital equipment |
| Rogue Valley Humane Society | |||||||
| PO Box 951 | Grants Pass | OR | 97528 | 930558872 | 501(c)(3) | $243 | Program and capital improvements |
| Rogue Valley Young Marines | |||||||
| 345 Merlin Rd | Merlin | OR | 97532 | 382346425 | 501(c)(3) | $1,330 | Capital improvement |
| Rogue Youth Transitions | |||||||
| 1105 Wylie Lane | Grants Pass | OR | 97527 | 815081784 | 501(c)(3) | $4,000 | Capital equipment |
| Rusk Ranch Nature Center | |||||||
| PO Box 872 | Cave Junction | OR | 97523 | 203372120 | 501(c)(3) | $3,000 | Capital improvement |
| Southern Oregon Aspire Inc | |||||||
| 1990 NW Washington Blvd | Grants Pass | OR | 97526 | 930654596 | 501(c)(3) | $5,931 | Capital equipment |
| Southern Oregon Child Council | |||||||
| PO Box 3697 | Central Point | OR | 97502 | 930564896 | 501(c)(3) | $8,500 | Capital development |
| Southern Oregon Education Service District | |||||||
| 1021 NW Highland Avenue | Grants Pass | OR | 97526 | 936008718 | Public School | $13,675 | Capital improvement & Program |
| St Anne Catholic School | |||||||
| 1131 NE 10th St | Grants Pass | OR | 97526 | 930502586 | Church | $5,800 | Capital equipment & scholarship |
| St Vincent de Paul | |||||||
| 132 SE H Street | Grants Pass | OR | 97526 | 931230481 | 501(c)(3) | $10,000 | Capital improvement |
| Table Rock Foundation | |||||||
| 231 SE H Street | Grants Pass | OR | 97526 | 931012849 | 501(c)(3) | $10,000 | Fiscal sponsor |
| Three Rivers School District | |||||||
| PO Box 160 | Murphy | OR | 97533 | 936000541 | Public School | $18,000 | Program |
| White Oaks Farm Education Ctr | |||||||
| PO Box 450 | Williams | OR | 97544 | 412078214 | 501(c)(3) | $5,000 | Capital expenditure |
| Women's Crisis Support Team | |||||||
| 560 NE F Street Suite A | Grants Pass | OR | 97526 | 930763734 | 501(c)(3) | $14,388 | Operations |
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
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $195,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | 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 (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 $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 XI, line 9: | Prior year grants returned 14,621. Portion of unrealised gain to managed funds -5,156. Rounding 1. |
Comments