FOUR WAY COMMUNITY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FOUR WAY COMMUNITY FOUNDATION (EIN 51-0173092)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-12-02
- IRS object ID
- 201433379349300403
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-02T18:54:49-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1537 | AddressLine1 |
| City | GRANTS PASS | City |
| State | OR | State |
| ZIP Code | 97528 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Grants Pass | City |
| State | OR | State |
| ZIP Code | 97528 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jann Taylor | PersonNm |
| Person Title | Exec Director | PersonTitleTxt |
| Phone | 5414749774 | PhoneNum |
| Signature | 2014-12-02 | 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 | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jann Taylor | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 188 | AddressLine1 |
| City | Cave Junction | City |
| State | OR | State |
| ZIP Code | 97523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,749,487 | 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 benefiting 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 | $70,462 | PYContributionsGrantsAmt |
| CY Contributions Grants | $96,058 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,156 | CYProgramServiceRevenueAmt |
| PY Investment Income | $379,157 | PYInvestmentIncomeAmt |
| CY Investment Income | $466,559 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,845 | PYOtherRevenueAmt |
| CY Other Revenue | $11,606 | CYOtherRevenueAmt |
| PY Total Revenue | $462,464 | PYTotalRevenueAmt |
| CY Total Revenue | $614,379 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $291,847 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $319,908 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,554 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,084 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,661 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $68,530 | PYOtherExpensesAmt |
| CY Other Expenses | $72,139 | CYOtherExpensesAmt |
| PY Total Expenses | $382,931 | PYTotalExpensesAmt |
| CY Total Expenses | $415,131 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $79,533 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $199,248 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,398,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,626,816 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,293 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $95,296 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,372,824 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,531,520 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Support of charitable organizations benefiting 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 | $397,200 | ExpenseAmt |
| Grant | $319,908 | GrantAmt |
| Desc | Grants made to charitable organizations for the benefit of residents of Josephine and Western Jackson counties in the State of Oregon | Desc |
| Total Program Service Expenses | $397,200 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 |
| 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 | 0 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5414799775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 NW A Street | AddressLine1 |
| City | Grants Pass | City |
| State | OR | State |
| ZIP Code | 97526 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 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 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Margaret Bradford | ||||||
| Vice-President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jennifer Krauss-Phillippi | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Debbie Brownell | ||||||
| President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Susan Cohen | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Mike Peil | ||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Chuck Potter | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Jann Taylor | ||||||
| Executive Director 1/2 year | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Richard Adams | ||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Todd Thompson | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Mike Murphy | ||||||
| Executive Director 1/2 year | 5.00 | Yes (X) | Yes (X) | $20,000 | $0 | $0 |
| Steve Roe | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $20,000 | 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 | $96,058 | AllOtherContributionsAmt |
| Total Contributions | $96,058 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administration Fees | Desc |
| Business | 523930 | BusinessCd |
| Total Revenue Column | $40,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,156 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,156 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,389 | TotalRevenueColumnAmt |
| Exclusion | $90,389 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,511,278 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,135,108 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $376,170 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $376,170 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $376,170 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Returned Grants | 900099 | $8,782 | $8,782 |
| Community Celebration | 900099 | $2,824 | $2,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,606 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $614,379 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $427,932 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $90,389 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,908 | TotalAmt |
| Program Services | $319,908 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
| Management And General | $7,500 | ManagementAndGeneralAmt |
| Fundraising | $2,500 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,084 | TotalAmt |
| Program Services | $1,542 | ProgramServicesAmt |
| Management And General | $1,157 | ManagementAndGeneralAmt |
| Fundraising | $385 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
| Management And General | $2,250 | ManagementAndGeneralAmt |
| Fundraising | $750 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,784 | TotalAmt |
| Program Services | $37,784 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889 | TotalAmt |
| Program Services | $444 | ProgramServicesAmt |
| Management And General | $178 | ManagementAndGeneralAmt |
| Fundraising | $267 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Scholarships | $17,673 | $17,673 | |
| Event expenses-Communit | $3,682 | $3,682 | |
| Investment expenses | $2,080 | $2,080 | |
| Publications-brochures | $1,759 | $1,759 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,272 | TotalAmt |
| Program Services | $1,087 | ProgramServicesAmt |
| Management And General | $1,185 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,131 | TotalAmt |
| Program Services | $397,200 | ProgramServicesAmt |
| Management And General | $12,270 | ManagementAndGeneralAmt |
| Fundraising | $5,661 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,934 | BOYAmt |
| EOY | $37,874 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,957 | BOYAmt |
| EOY | $80,928 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,339,226 | BOYAmt |
| EOY | $5,508,014 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,398,117 | BOYAmt |
| EOY | $5,626,816 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,293 | BOYAmt |
| EOY | $94,822 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $474 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,293 | BOYAmt |
| EOY | $95,296 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,899 | BOYAmt |
| EOY | $2,253,182 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,485,083 | BOYAmt |
| EOY | $692,120 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,289,842 | BOYAmt |
| EOY | $2,586,218 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,372,824 | BOYAmt |
| EOY | $5,531,520 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,398,117 | BOYAmt |
| EOY | $5,626,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $199,248 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $959,448 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $29,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,058 | CurrentTaxYearAmt |
| Total | $326,249 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,058 | CurrentTaxYearAmt |
| Total | $326,249 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $118,378 | SubstantialContributorsTotAmt |
| Public Support Total170 | $207,871 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $134,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,389 | CurrentTaxYearAmt |
| Total | $497,648 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $823,897 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $729,201 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.25230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.25130 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, Section C, line 17a Facts and Circumstances Test: | FormAndLineReferenceDesc |
| Explanation | The organization is currently working on expanding it's outreach to the local community to broaden the public support base and provide additional grants to assist local charitable organizations. This is being accomplished through expanded public relations programs and direct mail campaigns. Because of the substantial size of the endowment funds and resulting investment revenues it is expected these changes will take several years to bring the public support percentage up to 33-1/3%. A change was made to prior year amounts to change the treatment of the administrative fee to bring in accordance with the current year presentation. | ExplanationTxt |
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 | $4,372,824 | 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,313,142 | BeginningYearBalanceAmt |
| Contributions | $846,975 | ContributionsAmt |
| Investment Earnings Or Losses | $300,074 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $232,552 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $66,337 | AdministrativeExpensesAmt |
| End Year Balance | $4,161,303 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,267,714 | BeginningYearBalanceAmt |
| Contributions | $29,058 | ContributionsAmt |
| Investment Earnings Or Losses | $304,931 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $255,235 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $33,326 | AdministrativeExpensesAmt |
| End Year Balance | $3,313,142 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll liabilities | Desc |
| Amt | $474 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $474 | 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 (20 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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) | $8,605 | Program |
| Gospel Rescue Mission | |||||||
| 530 SW Foundry | Grants Pass | OR | 97526 | 930829653 | 501(c)(3) | $6,000 | Capital improvement |
| SPCA of Josephine Co | |||||||
| PO Box 5045 | Grants Pass | OR | 97528 | 930972035 | 501(c)(3) | $7,335 | Operations |
| Josephine County Historical Society | |||||||
| 512 SW 5th St | Grants Pass | OR | 97526 | 936015456 | 501(c)(3) | $20,657 | Operations |
| Parkside Elementary PTA | |||||||
| 735 SW Wagner Meadows | Grants Pass | OR | 97526 | 481268637 | 501(c)(3) | $10,000 | Equipment acquisition |
| Southern Oregon Aspire Inc | |||||||
| 1990 NW Washington Blvd | Grants Pass | OR | 97526 | 930654596 | 501(c)(3) | $9,878 | Program |
| ROC Food Pantry | |||||||
| PO Box 2004 | Grants Pass | OR | 97528 | 271447732 | 501(c)(3) | $7,500 | Facility improvement |
| Rogue Valley Humane Society | |||||||
| PO Box 951 | Grants Pass | OR | 97528 | 930558872 | 501(c)(3) | $10,013 | Program, operations & equipment |
| Women's Crisis Support Team | |||||||
| 560 NE F Street Suite A | Grants Pass | OR | 97526 | 930763734 | 501(c)(3) | $8,172 | Operations |
| Josephine Community Libraries Inc | |||||||
| PO Box 1694 | Grants Pass | OR | 97528 | 261114708 | 501(c)(3) | $12,272 | Operations & facility improvement |
| Southern Oregon ESD | |||||||
| 1021 Highland Ave | Grants Pass | OR | 97526 | 936008718 | 501(c)(3) | $14,736 | Facility acquisiton/improvement |
| Siskiyou Smokejumper Museum | |||||||
| 412 Airport Drive | Cave Junction | OR | 97523 | 204274096 | 501(c)(3) | $6,000 | Operations |
| PTA Oregon Congress dba Evans Valley Community Association | |||||||
| 8205 E Evans Ck Road | Rogue River | OR | 97537 | 936039433 | 501(c)(3) | $5,000 | Program |
| Grants Pass High School Band Boosters | |||||||
| 830 NE 9th Street | Grants Pass | OR | 97526 | 931285490 | 501(c)(3) | $12,000 | Program |
| Grants Pass School District | |||||||
| 939 SE 8th ST | Grants Pass | OR | 97527 | 936000542 | Public School | $5,200 | Program |
| Josephine County Fairgrounds | |||||||
| 500 NW 6th St Dept 14 | Grants Pass | OR | 97526 | 936002300 | County Agency | $10,000 | Program |
| New Hope Christian School | |||||||
| 5961 New Hope Road | Grants Pass | OR | 97527 | 930952207 | 501(c)(3) | $6,000 | Program |
| Rogue Valley Farm to School | |||||||
| PO Box 898 | Ashland | OR | 97520 | 931322736 | 501(c)(3) | $5,000 | Program |
| Oregon State Grange Foundation | |||||||
| 1125 SE Madison Rm 102 | Portland | OR | 97214 | 931151316 | 501(c)(3) | $5,000 | Program |
| Sunny Wolf Charter School | |||||||
| PO Box 438 | Wolf Creek | OR | 97497 | 271714059 | 501(c)(3) | $5,000 | Program |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Organization requires report from organization receiving the grant, reporting on the use of the grant. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 8b | No committies 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 recieved the Form 990 for review prior to filing. |
| Form 990, Part VI, Section B, line 12c | Organizations 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. |
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