FOUR WAY COMMUNITY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FOUR WAY COMMUNITY FOUNDATION (EIN 51-0173092)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-15
- IRS object ID
- 201133199349305338
- Schema version
- 2010v3.2
- 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) |
|---|---|---|
| Timestamp | 2011-11-15T13:49:16-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYNTHIA HARELSON CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510173092 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Four Way Community Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOUR | NameControl |
| Phone | 5414799775 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Charles Potter | Name |
| Title | President | Title |
| Phone | 5414747002 | Phone |
| Date Signed | 2011-08-04 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cynthia Harelson | Name |
| Phone | 5414799775 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Charles Potter | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 538 | AddressLine1 |
| City | Wilderville | City |
| State | OR | State |
| ZIP Code | 97543 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3616741 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | Support of charitable organizations benefiting the residents of Josephine and Western Jackson counties in the State of Oregon. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 29058 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 846976 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 666 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 104031 | InvestmentIncomePriorYear |
| Investment Income Current Year | 297350 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2085 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2720 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 135840 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1147046 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 255901 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 216025 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15854 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18314 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3133 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 46018 | OtherExpensePriorYear |
| Other Expenses Current Year | 64551 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 317773 | TotalExpensesPriorYear |
| Total Expenses Current Year | 298890 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -181933 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 848156 | RevenuesLessExpensesCY |
| Total Assets BOY | 3370167 | TotalAssetsBOY |
| Total Assets EOY | 4214469 | TotalAssetsEOY |
| Total Liabilities BOY | 57025 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 53171 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3313142 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4161298 | NetAssetsOrFundBalancesEOY |
| Mission Description | Support of charitable organizations benefiting the residents of Josephine and Western Jackson counties in the State of Oregon. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 286360 | Expense |
| Grants | 216025 | Grants |
| Description | Grants made to charitable organizations for the benefit of residents of Josephine and Western Jackson counties in the State of Oregon | Description |
| Total Program Service Expense | 286360 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cynthia Harelson CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5414799775 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|
| Midge Renton | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Charles Seagraves Jr | |||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | X | |
| Charles Potter | |||||||
| President | 1.00 | X | 0 | 0 | 0 | X | |
| Brady Adams | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Debbie Brownell | |||||||
| Treasurer | 3.00 | X | 0 | 0 | 0 | X | |
| Jim Dole | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Margaret Bradford | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| John Higgins | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Christopher Matthews | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Jennifer Phillippi | |||||||
| Vice President | 0.50 | X | 0 | 0 | 0 | X | |
| Richard Adams | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Cherryl Walker | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Mike Murphy | |||||||
| Executive Director | 5.00 | 8250 | 0 | 0 | X | ||
| Phil Hart | |||||||
| Former Executive Director | 8225 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 8250 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 846976 | AllOtherContributions |
| Total Contributions | 846976 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126755 | TotalRevenueColumn |
| Exclusion | $126,755 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2640290 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2469695 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 170595 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 170595 | TotalRevenueColumn |
| Exclusion | $170,595 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Community Celebration | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2720 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2720 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2720 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1147046 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2720 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $297,350 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216025 | Total |
| Program Services | 216025 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8250 | Total |
| Program Services | 4125 | ProgramServices |
| Management And General | 3094 | ManagementAndGeneral |
| Fundraising | 1031 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8225 | Total |
| Program Services | 4113 | ProgramServices |
| Management And General | 3084 | ManagementAndGeneral |
| Fundraising | 1028 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1839 | Total |
| Program Services | 919 | ProgramServices |
| Management And General | 690 | ManagementAndGeneral |
| Fundraising | 230 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6144 | Total |
| Program Services | 3072 | ProgramServices |
| Management And General | 2304 | ManagementAndGeneral |
| Fundraising | 768 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32351 | Total |
| Program Services | 32351 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 860 | Total |
| Program Services | 559 | ProgramServices |
| Management And General | 225 | ManagementAndGeneral |
| Fundraising | 76 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1400 | Total |
| Program Services | 1400 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| Scholarships | 16527 | 16527 |
| Event expenses | 4443 | 4443 |
| Insurance | 1193 | 1193 |
| Investment expenses | 1083 | 1083 |
| Dues and subs | 550 | 550 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 298890 | Total |
| Program Services | 286360 | ProgramServices |
| Management And General | 9397 | ManagementAndGeneral |
| Fundraising | 3133 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3166 | BOY |
| EOY | 6381 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43501 | BOY |
| EOY | 90999 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3002907 | BOY |
| EOY | 3254199 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 320593 | BOY |
| EOY | 862890 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3370167 | BOY |
| EOY | 4214469 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57025 | BOY |
| EOY | 53171 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57025 | BOY |
| EOY | 53171 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1927635 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1376620 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3313142 | BOY |
| EOY | 857043 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3313142 | BOY |
| EOY | 4161298 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3370167 | BOY |
| EOY | 4214469 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 848156 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 304467 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 100610 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41899 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29058 | CurrentTaxYearMinus1Year |
| Current Tax Year | 846975 | CurrentTaxYear |
| Total | 1323009 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 304467 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 100610 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41899 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29058 | CurrentTaxYearMinus1Year |
| Current Tax Year | 846975 | CurrentTaxYear |
| Total | 1323009 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 815720 | AmountsSubstContributorsTotal |
| Public Support Total170 | 507289 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 115770 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 131448 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 156744 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 105107 | CurrentTaxYearMinus1Year |
| Current Tax Year | 126755 | CurrentTaxYear |
| Total | 635824 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1958833 | TotalSupport |
| Gross Receipts From Admissions Etc | 8968 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.25900 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.38280 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests PY170 | X | ThirtyThreePercntTestsPY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3313142 | BeginningOfYearBalance |
| Contributions | 846975 | Contributions |
| Investment Earnings Or Losses | 300074 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 232552 | GrantsOrScholarships |
| Administrative Expenses | 66337 | AdministrativeExpenses |
| End Of Year Balance | 4161303 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3267714 | BeginningOfYearBalance |
| Contributions | 29058 | Contributions |
| Investment Earnings Or Losses | 304931 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 255235 | GrantsOrScholarships |
| Administrative Expenses | 33326 | AdministrativeExpenses |
| End Of Year Balance | 3313142 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3836257 | BeginningOfYearBalance |
| Contributions | 17493 | Contributions |
| Investment Earnings Or Losses | 128163 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 222670 | GrantsOrScholarships |
| Administrative Expenses | 27127 | AdministrativeExpenses |
| End Of Year Balance | 3267714 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Money market account | 62074 | C |
| Publicaly traded mututal funds | 800816 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 862890 | TotalOfBookValueSecurities |
| Total Revenue | 1147046 | TotalRevenue |
| Total Expenses | 298890 | TotalExpenses |
| Excess Or Deficit For Year | 848156 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 848156 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Intended Use of Endowment Funds: | Identifier |
| Return Reference | Part V, Line 4: | ReturnReference |
| 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (39 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|
| Boys & Girls Clubs of the Rogue Valley | |||||
| 203 SE 9th St | Grants Pass | OR | 97526 | 24390 | Operations and equipment acquisition |
| Coalition for Kids | |||||
| 223 SE M Street | Grants Pass | OR | 97526 | 3900 | Facility improvement |
| Friends of the Oregon Caves | |||||
| 19000 Caves Highway | Cave Junction | OR | 97523 | 3000 | Equipment acquisition/upgrade |
| Harvest Kitchen | |||||
| c/o 600 NW 5th ST | Grants Pass | OR | 97526 | 2450 | Facility improvement |
| Grants Pass Family YMCA | |||||
| PO Box 5439 | Grants Pass | OR | 97528 | 2579 | Operations |
| Gospel Rescue Mission | |||||
| 530 SW Foundry | Grants Pass | OR | 97526 | 3772 | Facility furnishings |
| HASL | |||||
| 1252 Redwood Ave | Grants Pass | OR | 97527 | 2300 | Facility improvement |
| Helpline | |||||
| Courthouse | Grants Pass | OR | 97526 | 2579 | Operations |
| Illinois Valley HS Booster Club | |||||
| 625 East River Street | Cave Junction | OR | 97523 | 10000 | Facility improvement |
| Merlin Community Park | |||||
| 393 Becklin Dr | Merlin | OR | 97532 | 6000 | Facility improvement |
| Illinois Valley Grange | |||||
| 3763 Holland Loop Rd | Cave Junction | OR | 97523 | 2188 | Facility repair/improvement |
| Illinois Valley Family Coalition | |||||
| 535 East River Street | Cave Junction | OR | 97523 | 7500 | Playground equipment |
| Options of Southern Oregon | |||||
| 1215 SW G ST | Grants Pass | OR | 97526 | 4090 | Facility furnishings |
| Pacificia | |||||
| 14615 Watergap Road | Williams | OR | 97544 | 2700 | Equipment acquisition |
| Illinois Valley Safe House | |||||
| 535 East River Street | Cave Junction | OR | 97523 | 6235 | Facility improvement |
| Josephine County Food Bank | |||||
| 1470 SE M St 1-C | Grants Pass | OR | 97526 | 3024 | Property improvement |
| Rogue Valley Young Marines | |||||
| 480 Red Mountain Drive | Grants Pass | OR | 97526 | 600 | Facility imrpvement & equipment |
| SPCA of Josephine Co | |||||
| PO Box 5045 | Grants Pass | OR | 97528 | 8482 | Operations |
| Josephine County Parks and Recreation | |||||
| 198 SW 6th Street | Grants Pass | OR | 97526 | 4880 | Property improvement |
| Rogue River Mural Society | |||||
| 24195 Redwood Hwy | Kerby | OR | 97531 | 1000 | Program expenditures-community improvement |
| Kerbyville Museum | |||||
| PO Box 2547 | Cave Junction | OR | 97523 | 2500 | Facility repair/improvement |
| Rogue River Community Center | |||||
| 211 Pine Street | Grants Pass | OR | 97537 | 43 | Operations |
| Josephine County Search and Rescue | |||||
| PO Box 814 | Grants Pass | OR | 97528 | 6476 | Equipment acquisition |
| OnTrack Inc | |||||
| 535 East River Street | Cave Junction | OR | 97523 | 3500 | Facility improvement |
| Planned Parenthood | |||||
| 160 NW Franklin Blvd | Grants Pass | OR | 97526 | 2235 | Equipment acquisition |
| Rogue River Greenway Foundation | |||||
| 1057 Foots Creek Rd | Gold Hill | OR | 97525 | 2000 | Property improvement |
| Siskiyou Field Institute | |||||
| 1241 Illinois River Road | Selma | OR | 97538 | 3000 | Equip0ment acquisition |
| Sugarloaf Community Association | |||||
| PO Box 440 | Williams | OR | 97544 | 3587 | Facility repair/improvement |
| Sunny Wolf Charter School | |||||
| 100 Ruth Avenue | Wolf Creek | OR | 97497 | 8200 | Equipment acquisition |
| ROC Food Pantry | |||||
| 564 Foundry St | Grants Pass | OR | 97526 | 7000 | Facility improvement |
| Wildlife Images | |||||
| 11845 Lower River Rd | Grants Pass | OR | 97526 | 5000 | Facility improvement |
| Grants Pass High School Performing Arts Center | |||||
| Dean Drive | Grants Pass | OR | 97526 | 10000 | Equipment acquisition |
| Women's Crisis Support Team | |||||
| 830 NE 9th St | Grants Pass | OR | 97526 | 5578 | Equipment acquisition |
| (no name) | |||||
| Equipment acquisition | |||||
| Selma Community & Education Center | |||||
| Redwood Highway | Selma | OR | 97538 | 3000 | Equipment acquisition |
| Saint Anne Catholic School | |||||
| 1131 NE 10th St | Grants Pass | OR | 97526 | 6340 | Equipment acquisition |
| Rogue Valley Humane Society | |||||
| PO Box 951 | Grants Pass | OR | 97528 | 11482 | Operations & facility upgrade |
| Josephine County Historical Society | |||||
| 512 SW 5th T | Grants Pass | OR | 97526 | 23837 | Operations |
| Josephine County Community Library | |||||
| PO Box 1694 | Grants Pass | OR | 97528 | 10578 | Equipment acquisition & operations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Organization requires report from organization receiving the grant, reporting on the use of the grant. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| Organizations asks board members to review conflict of interest policy every year. | Form 990, Part VI, Section B, line 12c | |
| The governing documents, conflict of interest policy, and financial statements are available to the public upon request. | Form 990, Part VI, Section C, line 19 |
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