FOUR WAY COMMUNITY FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FOUR WAY COMMUNITY FOUNDATION (EIN 51-0173092)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-05
- IRS object ID
- 201632799349300623
- Schema version
- 2015v2.1
- 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 | 2016-10-05T12:11:02-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | Walt Slater | PersonNm |
| Person Title | Exec Director | PersonTitleTxt |
| Phone | 5419551859 | PhoneNum |
| Signature | 2016-08-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cynthia Harelson | PreparerPersonNm |
| PTIN | P00732523 | PTIN |
| Phone | 5414799775 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Walt Slater | 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 | $2,893,277 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | 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 | 2 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $33,701 | PYContributionsGrantsAmt |
| CY Contributions Grants | $638,963 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $41,127 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,854 | CYProgramServiceRevenueAmt |
| PY Investment Income | $535,066 | PYInvestmentIncomeAmt |
| CY Investment Income | $132,548 | CYInvestmentIncomeAmt |
| PY Other Revenue | $43,348 | PYOtherRevenueAmt |
| CY Other Revenue | $38,656 | CYOtherRevenueAmt |
| PY Total Revenue | $653,242 | PYTotalRevenueAmt |
| CY Total Revenue | $850,021 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $389,403 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $260,754 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,023 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,914 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,334 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $53,983 | PYOtherExpensesAmt |
| CY Other Expenses | $51,699 | CYOtherExpensesAmt |
| PY Total Expenses | $472,409 | PYTotalExpensesAmt |
| CY Total Expenses | $340,367 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $180,833 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $509,654 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,344,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,603,695 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $348,634 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $322,999 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,995,391 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,280,696 | 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 | $317,924 | ExpenseAmt |
| Grant | $255,896 | GrantAmt |
| Revenue | $79,634 | RevenueAmt |
| Desc | Grants made to charitable organizations for the benefit of residents of Josephine and Western Jackson counties in the State of Oregon | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,858 | ExpenseAmt |
| Grant | $4,858 | GrantAmt |
| Desc | Scholarships made to individuals residing in Josephine and Western Jackson counties in the State of Oregon | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $322,782 | 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 | 0 | 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 | Yes (1) | 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 | 2 | 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 |
| 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 (17 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 | ||||||
| Board Member | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Krauss-Phillippi | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Debbie Brownell part year | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Susan Cohen | ||||||
| Vice President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mike Peil | ||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Chuck Potter part year | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Jann Taylor former | ||||||
| Executive Director | 5.00 | Yes (X) | Yes (X) | $13,334 | $0 | $0 |
| Richard Adams | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Todd Thompson | ||||||
| President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Alvin Spears | ||||||
| Director | 0.50 | 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 | |
| Walter D Slater current | ||||||
| Executive Director | 5.00 | Yes (X) | Yes (X) | $6,667 | $0 | $0 |
| Deborah Sorenson | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Dawn Welch | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Cynthia Harelson CPA | ||||||
| Accountant | 2.50 | Yes (X) | $6,000 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $26,001 | 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 | $638,963 | AllOtherContributionsAmt |
| Noncash Contributions | $570,109 | NoncashContributionsAmt |
| Total Contributions | $638,963 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administration Fees | Desc |
| Business | 523930 | BusinessCd |
| Total Revenue Column | $39,854 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,854 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,854 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,318 | TotalRevenueColumnAmt |
| Exclusion | $95,318 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,080,486 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,043,256 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,230 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,230 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,230 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Capital gain distributions | 900099 | $18,480 | $18,480 | |
| Gain on merger | 900099 | $17,626 | $17,626 | |
| Community Celebration | 900099 | $2,550 | $2,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $38,656 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $850,021 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $79,634 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $131,424 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,896 | TotalAmt |
| Program Services | $255,896 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,858 | TotalAmt |
| Program Services | $4,858 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,001 | TotalAmt |
| Program Services | $13,001 | ProgramServicesAmt |
| Management And General | $7,251 | ManagementAndGeneralAmt |
| Fundraising | $5,749 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,913 | TotalAmt |
| Program Services | $956 | ProgramServicesAmt |
| Management And General | $479 | ManagementAndGeneralAmt |
| Fundraising | $478 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,578 | TotalAmt |
| Program Services | $37,578 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,779 | TotalAmt |
| Program Services | $890 | ProgramServicesAmt |
| Management And General | $593 | ManagementAndGeneralAmt |
| Fundraising | $296 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,350 | TotalAmt |
| Program Services | $675 | ProgramServicesAmt |
| Management And General | $450 | ManagementAndGeneralAmt |
| Fundraising | $225 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $879 | TotalAmt |
| Management And General | $293 | ManagementAndGeneralAmt |
| Fundraising | $586 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Event expenses-Communit | $3,869 | $3,869 | |
| Realized gains to manag | $3,576 | $3,576 | |
| Board insurance | $1,185 | $1,185 | |
| Dues and subs | $625 | $625 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858 | TotalAmt |
| Program Services | $858 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,367 | TotalAmt |
| Program Services | $322,782 | ProgramServicesAmt |
| Management And General | $10,251 | ManagementAndGeneralAmt |
| Fundraising | $7,334 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,279 | BOYAmt |
| EOY | $97,236 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,002 | BOYAmt |
| EOY | $32,640 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,178,744 | BOYAmt |
| EOY | $5,473,819 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,344,025 | BOYAmt |
| EOY | $5,603,695 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,190 | BOYAmt |
| EOY | $3,700 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,444 | BOYAmt |
| EOY | $319,299 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,634 | BOYAmt |
| EOY | $322,999 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,049,300 | BOYAmt |
| EOY | $1,909,468 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,123 | BOYAmt |
| EOY | $270,738 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,499,968 | BOYAmt |
| EOY | $3,100,490 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,995,391 | BOYAmt |
| EOY | $5,280,696 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,344,025 | BOYAmt |
| EOY | $5,603,695 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $509,654 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$231,532 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,183 | 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 | $109,504 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,058 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $638,963 | CurrentTaxYearAmt |
| Total | $948,688 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,504 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,058 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $638,963 | CurrentTaxYearAmt |
| Total | $948,688 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $88,092 | SubstantialContributorsTotAmt |
| Public Support Total170 | $860,596 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,951 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,960 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,336 | CurrentTaxYearAmt |
| Total | $486,515 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,435,203 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,432,610 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.25470 | 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
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,293,291 | BeginningYearBalanceAmt |
| Contributions | $70,462 | ContributionsAmt |
| Investment Earnings Or Losses | $392,003 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $306,927 | GrantsOrScholarshipsAmt |
| Other Expenditures | $56,913 | OtherExpendituresAmt |
| Administrative Expenses | $19,092 | AdministrativeExpensesAmt |
| End Year Balance | $4,372,824 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,161,303 | BeginningYearBalanceAmt |
| Contributions | $320,256 | ContributionsAmt |
| Investment Earnings Or Losses | $181,853 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $285,011 | GrantsOrScholarshipsAmt |
| Other Expenditures | $69,449 | OtherExpendituresAmt |
| Administrative Expenses | $15,661 | AdministrativeExpensesAmt |
| End Year Balance | $4,293,291 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Payroll liabilities | $512 |
| Managed funds | $318,787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $319,299 | TotalLiabilityAmt |
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 (40 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Boys & Girls Clubs of the Rogue Valley | |||||||
| 203 SE 9th St | Grants Pass | OR | 97526 | 930588108 | 501(c)(3) | $7,000 | Capital-facility |
| Brighton Academy | |||||||
| 1121 NE 7th Street | Grants Pass | OR | 97526 | 931048971 | 501(c)(3) | $460 | Program |
| Josephine County Historical Society | |||||||
| 512 SW 5th St | Grants Pass | OR | 97526 | 936015456 | 501(c)(3) | $12,864 | Program |
| Southern Oregon Aspire Inc | |||||||
| 1990 NW Washington Blvd | Grants Pass | OR | 97526 | 930654596 | 501(c)(3) | $20,000 | Capital-equipment |
| Rogue Valley Humane Society | |||||||
| PO Box 951 | Grants Pass | OR | 97528 | 930558872 | 501(c)(3) | $3,599 | Program, operations & equipment |
| Women's Crisis Support Team | |||||||
| 560 NE F Street Suite A | Grants Pass | OR | 97526 | 930763734 | 501(c)(3) | $10,364 | Operations |
| Josephine Community Libraries Inc | |||||||
| PO Box 1694 | Grants Pass | OR | 97528 | 261114708 | 501(c)(3) | $6,864 | Program and capital |
| College Dreams | |||||||
| 2158 NE Industry Dr | Grants Pass | OR | 97527 | 263161884 | 501(c)(3) | $10,000 | Program & capital |
| Josephine County Fairgrounds | |||||||
| 500 NW 6th St Dept 14 | Grants Pass | OR | 97526 | 936002300 | County Agency | $5,000 | Capital-equipment |
| Crossing Bridges Therapeutic Riding Center Inc | |||||||
| PO Box 2276 | Grants Pass | OR | 97528 | 371746728 | 501(c)(3) | $11,000 | Capital equipment |
| Grants Pass Family YMCA | |||||||
| PO Box 5439 | Grants Pass | OR | 97528 | 930848122 | 501(c)(3) | $14,364 | Program, operations |
| Friends of the Oregon Caves | |||||||
| PO Box 2195 | Grants Pass | OR | 97528 | 262620939 | 501(c)(3) | $5,813 | Capital-equipment |
| Grants Pass Museum of Art | |||||||
| PO Box 966 | Grants Pass | OR | 97528 | 930745985 | 501(c)(3) | $4,000 | Capital-equipment |
| Three Rivers School District | |||||||
| PO Box 160 | Murphy | OR | 97533 | 936000541 | Public School | $13,982 | Capital improvement |
| Illinois Valley CDO | |||||||
| PO Box 1824 | Cave Junction | OR | 97523 | 931154155 | 501(c)(3) | $2,400 | Capital improvement |
| Josephine County Search and Rescue | |||||||
| PO Box 814 | Grants Pass | OR | 97528 | 311082256 | 501(c)(3) | $6,864 | Program |
| Josephine County Foundation | |||||||
| PO Box 673 | Murphy | OR | 97533 | 465474176 | 501(c)(3) | $3,000 | Equipment acquisition |
| Rogue Valley Symphony | |||||||
| 1875 Highway 99 N Ste 7 | Ashland | OR | 97520 | 930565516 | 501(c)(3) | $1,500 | Capital improvement |
| Grants Pass School District | |||||||
| 939 SE 8th Street | Grants Pass | OR | 97526 | 936000542 | Public School | $15,000 | Capital improvement |
| Hearts with a Mission | |||||||
| 711 Medford Center 334 | Grants Pass | OR | 97526 | 208678122 | 501(c)(3) | $8,000 | Capital improvements |
| Josephine Parks Foundation | |||||||
| PO Box 122 | Grants Pass | OR | 97526 | 930936483 | 501(c)(3) | $5,000 | Equipment acquisition |
| Lovejoy Hospice | |||||||
| 939 SE 8th Street | Grants Pass | OR | 97526 | 930668563 | 501(c)(3) | $5,000 | Equipment acquisition |
| New Hope Christian School | |||||||
| 5961 New Hope Road | Grants Pass | OR | 97527 | 930952207 | 501(c)(3) | $5,000 | Equipment acquisition |
| On Track | |||||||
| 221 W Main St | Medford | OR | 97501 | 237088811 | 501(c)(3) | $3,000 | Equipment acquisition |
| Pacifica | |||||||
| PO Box 1 | Williams | OR | 97544 | 931258154 | 501(c)(3) | $7,000 | Capital improvement |
| Rogue Community College | |||||||
| 3345 Redwood Highway | Grants Pass | OR | 97527 | 930591783 | Public College | $3,572 | Capital improvement |
| Rogue Outreach Center | |||||||
| 801 Manzanita Dr | Grants Pass | OR | 97527 | 800600063 | 501(c)(3) | $3,750 | Equipment acquisition |
| Rogue River Community Center | |||||||
| 211 Pine St | Rogue River | OR | 97537 | 930780300 | 501(c)(3) | $3,000 | Equipment acquisition |
| Rogue Valley Council of Governments | |||||||
| PO Box 3275 | Central Point | OR | 97502 | 930611406 | 501(c)(3) | $7,500 | Equipment acquisition |
| Sanctuary One | |||||||
| 13195 Upper Applegate Rd | Jacksonville | OR | 97530 | 208982518 | 501(c)(3) | $2,000 | Capital improvement |
| Siskiyou Field Institute | |||||||
| PO Box 207 | Selma | OR | 97538 | 201285400 | 501(c)(3) | $3,000 | Capital improvement |
| Sugarloaf Community Assn | |||||||
| PO Box 440 | Williams | OR | 97544 | 931266381 | 501(c)(3) | $3,000 | Equipment acquisition |
| Table Rock Foundation | |||||||
| 231 SE H Street | Grants Pass | OR | 97526 | 931012849 | 501(c)(3) | $7,500 | Capital improvement |
| The Dome School | |||||||
| PO Box 812 | Cave Junction | OR | 97523 | 930673430 | 501(c)(3) | $7,500 | Equipment acquisition |
| UCAN-Josephine County Food Bank | |||||||
| 280 Kenneth Ford Dr | Roseburg | OR | 97470 | 930587136 | 501(c)(3) | $1,000 | Equipment acquisition |
| White Oak Farm | |||||||
| PO Box 450 | Williams | OR | 97544 | 412078214 | 501(c)(3) | $3,000 | Equipment acquisition |
| Wilderness Trails | |||||||
| PO Box 4655 | Medford | OR | 97501 | 237030922 | 501(c)(3) | $5,000 | Equipment acquisiton |
| Woodland Educational Institute Woodland Charter School | |||||||
| PO Box 740 | Murphy | OR | 97533 | 800518146 | Public School | $5,000 | Equipment acquisition |
| Partners In Community Living | |||||||
| 480 Main St E | Monmouth | OR | 97361 | 930980637 | 501(c)(3) | $10,000 | Program |
| Rogue River Rats | |||||||
| 12303 Galice Rd | Merlin | OR | 97532 | 263242553 | 501(c)(3) | $4,000 | Equipment acquisition |
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 | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $570,109 | 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 (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 11 | 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 7,183. Rounding |
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