FURP.ORG / PUBLIC DATA EXPLORER

JACKSON COUNTY LIBRARY FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JACKSON COUNTY LIBRARY FOUNDATION (EIN 93-0854620)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-08
IRS object ID
202621289349300702
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2026-05-08T03:19:04-00:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Robin Braverman AssociatesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11900 Aspenridge CourtAddressLine1Txt
CityWalnut CreekCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94597ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930854620EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jackson County Library FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJACKBusinessNameControlTxt
Phone5417746572PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1205 S Central AveAddressLine1Txt
CityMedfordCityNm
State AbbreviationORStateAbbreviationCd
ZIP97501ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonViriginia AuerPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone5417746572PhoneNum
Signature2026-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobin BravermanPreparerPersonNm
PTINP01279892PTIN
Phone9259791998PhoneNum
Preparation2026-05-08PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerViriginia AuerPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1205 S Central AveAddressLine1Txt
CityMedfodCityNm
State AbbreviationORStateAbbreviationCd
ZIP97501ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$516,124GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.jclf.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionThe mission of the Jackson County Library Foundation is to secure and steward resources that support and enhance Jackson County Library ServicesActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers1TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$255,270PYContributionsGrantsAmt
CY Contributions Grants$456,406CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$43,655PYInvestmentIncomeAmt
CY Investment Income$59,718CYInvestmentIncomeAmt
PY Other Revenue$49PYOtherRevenueAmt
CY Other Revenue-$1,474CYOtherRevenueAmt
PY Total Revenue$298,974PYTotalRevenueAmt
CY Total Revenue$514,650CYTotalRevenueAmt
PY Grants And Similar Paid$77,929PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$141,928CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$22,785PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$48,052CYTotalFundraisingExpenseAmt
PY Other Expenses$85,032PYOtherExpensesAmt
CY Other Expenses$94,220CYOtherExpensesAmt
PY Total Expenses$185,746PYTotalExpensesAmt
CY Total Expenses$236,148CYTotalExpensesAmt
PY Revenues Less Expenses$113,228PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$278,502CYRevenuesLessExpensesAmt
Total Assets BOY$1,838,115TotalAssetsBOYAmt
Total Assets EOY$2,230,762TotalAssetsEOYAmt
Total Liabilities BOY$2,768TotalLiabilitiesBOYAmt
Total Liabilities EOY$23,426TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,835,347NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,207,336NetAssetsOrFundBalancesEOYAmt
MissionThe mission of the Jackson County Library Foundation is to secure and steward resources that support and enhance Jackson County Library Services. As the philanthropic partner of the library, we enact our mission by seeking financial support for selected capital improvements, enhancements, services, and programs that are not provided by the regularMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$151,482ExpenseAmt
Grant$141,948GrantAmt
DescIn FY 2024 - 2025, the Jackson County Library Foundation supported the Winter Reading Program, Rogue Reads, helping provide books for participants, an author talk with Ross Gay, and outreach events called Cup of Delights at local coffee shops throughout the county.The Foundation also supported Dolly Partons Imagination Library and Project COZY, programs serving both our youngest and oldest community members. The Imagination Library mails high-quality books each month to children ages to 5, while Project COZY partners with local high school leadership students to create handmade gifts for homebound patrons served through the At Home Services program.Desc
Total Program Service Expenses$151,482TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RBA Bookkeeping Services LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5109070929PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18708 Elk Ridge WayAddressLine1Txt
CityElk GroveCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95624ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Sue Collins
Vice President002.00Yes (X)Yes (X)$0$0$0
Jeanett Marquez
Treasurer002.00Yes (X)Yes (X)$0$0$0
Nate Galvin
Secretary on leave002.00Yes (X)Yes (X)$0$0$0
Chloe Bostwick
Board Member002.00Yes (X)$0$0$0
Patty Vanikiotis
Board Member002.00Yes (X)$0$0$0
Meghann Walk
Board Member002.00Yes (X)$0$0$0
Joann Cleckner
Board Member002.00Yes (X)$0$0$0
Phil Meyer
President002.00Yes (X)Yes (X)$0$0$0
Alexandra Luther
Board Member002.00Yes (X)$0$0$0
Lesley Klecan
Board Member002.00Yes (X)$0$0$0
Jim Theen
Board Member002.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$73,764FundraisingAmt
All Other Contributions$382,642AllOtherContributionsAmt
Total Contributions$456,406TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$59,718TotalRevenueColumnAmt
Exclusion$59,718ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$73,764ContriRptFundraisingEventAmt
Fundraising Direct Expenses$1,474FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,474TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$514,650TotalRevenueColumnAmt
Exclusion$59,718ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$141,928TotalAmt
Program Services$141,928ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,855TotalAmt
Management And General$26,855ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$42,029TotalAmt
Management And General$432ManagementAndGeneralAmt
Fundraising$41,597FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,648TotalAmt
Management And General$2,648ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,678TotalAmt
Program Services$198ProgramServicesAmt
Management And General$99ManagementAndGeneralAmt
Fundraising$1,381FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16,855TotalAmt
Program Services$8,406ProgramServicesAmt
Management And General$4,246ManagementAndGeneralAmt
Fundraising$4,203FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$397TotalAmt
Management And General$397ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,666TotalAmt
Program Services$220ProgramServicesAmt
Management And General$1,335ManagementAndGeneralAmt
Fundraising$111FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Bank charges other fees$2,064$316$995$753
Staff meeting costs$28$14$7$7

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$236,148TotalAmt
Program Services$151,082ProgramServicesAmt
Management And General$37,014ManagementAndGeneralAmt
Fundraising$48,052FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$122,773BOYAmt
EOY$33,450EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,950BOYAmt
EOY$9,935EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$403EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,427BOYAmt
EOY$3,617EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,690,952BOYAmt
EOY$2,174,211EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$14,013BOYAmt
EOY$9,146EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,838,115BOYAmt
EOY$2,230,762EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,768BOYAmt
EOY$23,426EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,768BOYAmt
EOY$23,426EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,092,674BOYAmt
EOY$1,323,103EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$742,673BOYAmt
EOY$884,233EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,835,347BOYAmt
EOY$2,207,336EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,838,115BOYAmt
EOY$2,230,762EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$278,502ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$107,572NetUnrlzdGainsLossesInvstAmt
Investment Expense-$14,085InvestmentExpenseAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$165,914CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,020CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$166,590CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$255,270CurrentTaxYearMinus1YearAmt
Current Tax Year$454,932CurrentTaxYearAmt
Total$1,215,726TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$165,914CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,020CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$166,590CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$255,270CurrentTaxYearMinus1YearAmt
Current Tax Year$454,932CurrentTaxYearAmt
Total$1,215,726TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,096CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,924CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,878CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,066CurrentTaxYearMinus1YearAmt
Total$13,964TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$407,647CurrentTaxYearMinus1YearAmt
Current Tax Year$52,583CurrentTaxYearAmt
Total$460,230TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,096CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,924CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,878CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$410,713CurrentTaxYearMinus1YearAmt
Current Tax Year$52,583CurrentTaxYearAmt
Total$474,194TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$741,532PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,623CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year$43,655CurrentTaxYearMinus1YearAmt
Current Tax Year$59,718CurrentTaxYearAmt
Total$164,996TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,623CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year$43,655CurrentTaxYearMinus1YearAmt
Current Tax Year$59,718CurrentTaxYearAmt
Total$164,996TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$227,537CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,020CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$166,590CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$298,925CurrentTaxYearMinus1YearAmt
Current Tax Year$514,650CurrentTaxYearAmt
Total$1,380,722TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.53710PublicSupportCY509Pct
Public Support PY5090.45430PublicSupportPY509Pct
Investment Income CY0.11950InvestmentIncomeCYPct
Investment Income PY0.12560InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$579,007BeginningYearBalanceAmt
Investment Earnings Or Losses$68,099InvestmentEarningsOrLossesAmt
Other Expenditures$22,945OtherExpendituresAmt
Administrative Expenses$5,330AdministrativeExpensesAmt
End Year Balance$618,831EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$545,363BeginningYearBalanceAmt
Investment Earnings Or Losses$61,176InvestmentEarningsOrLossesAmt
Other Expenditures$22,368OtherExpendituresAmt
Administrative Expenses$5,164AdministrativeExpensesAmt
End Year Balance$579,007EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$536,081BeginningYearBalanceAmt
Investment Earnings Or Losses$35,718InvestmentEarningsOrLossesAmt
Other Expenditures$21,383OtherExpendituresAmt
Administrative Expenses$5,053AdministrativeExpensesAmt
End Year Balance$545,363EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$607,196BeginningYearBalanceAmt
Investment Earnings Or Losses-$26,843InvestmentEarningsOrLossesAmt
Other Expenditures$39,475OtherExpendituresAmt
Administrative Expenses$4,797AdministrativeExpensesAmt
End Year Balance$536,081EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$538,387BeginningYearBalanceAmt
Investment Earnings Or Losses$68,809InvestmentEarningsOrLossesAmt
End Year Balance$607,196EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.96000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.04000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc
Financial derivatives and other financial products
Closely-held equity interests

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFederal income taxesDesc

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Carl Bloom AssociatesBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 Loop RoadAddressLine1Txt
CityBedfordCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10506ZIPCd
FieldValueIRS element (for citing)
ActivityDirect Mail CampaignActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$127,950GrossReceiptsAmt
Retained By Contractor$32,821RetainedByContractorAmt
Net To Organization$95,129NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$127,950TotalGrossReceiptsAmt
Total Retained By Contractors$32,821TotalRetainedByContractorsAmt
Total Net To Organization$95,129TotalNetToOrganizationAmt
Licensed StatesORLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Imagination LibraryEvent1Nm
Gross Receipts Event1$73,764GrossReceiptsEvent1Amt
Charitable Contri Event1$73,764CharitableContriEvent1Amt
Event2Major Donor EventEvent2Nm
Other Direct Expenses Event2$1,474OtherDirectExpensesEvent2Amt
Gross Receipts Total$73,764GrossReceiptsTotalAmt
Charitable Contributions Tot$73,764CharitableContributionsTotAmt
Oth Direct Expnss Total Events$1,474OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,474DirectExpenseSummaryEventsAmt
Net Income Summary-$1,474NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Jackson County Library DistrictBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1205 S Central AveAddressLine1Txt
CityMedfordCityNm
State AbbreviationORStateAbbreviationCd
ZIP97501ZIPCd
FieldValueIRS element (for citing)
Recipient EIN471609848RecipientEIN
Cash Grant$141,928CashGrantAmt
Purpose Of GrantVarious Library Programs/NeedsPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I Line 2FormAndLineReferenceDesc
ExplanationFoundation Board of Directors reviews all grant requests and supporting documentation to ensure the stated purpose conforms to the mission of the Foundation and are in accordance with donor restrictions. The Foundation also requires reports showing the use of the funds.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$163,122NoncashContributionsRptF990Amt
Method Of Determining Revenuesvalue on day of donationMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I Line 32bFormAndLineReferenceDesc
ExplanationStock donations are deposited in a investment account and immediately sold to become cash per our instructions to the invesment firm.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part XII, Line 2cThe organization is consolidated into the Library District audit annually.
Form 990, Part VI, Section B, Line 11bThe Finance Committee reviews the 990 in draft form. Once it is approved by the Finance Committee, a copy is provided to each board member before it is filed.
Form 990, Part VI, Section B, Line 12cThe Foundations Conflict of Interest Policy covers all members of the Board of Directors.All members have the duty to disclose any actual or possible conflicts of interest to the Board of Directors. Annually, all members review, sign, and date copies of the Foundations Conflict of Interest Policy.
Form 990, Part VI, Section C, Line 19The Foundation makes its governing documents, Conflict of Interest Policy, and financial statements available upon request. In addition the Foundations governing documents are filed with the Oregon Secretary of State and are available for public inspection there. The form 990 and most recent financial statements are also on the Foundations website.
Form 990, Part VI, Section A, Line 7bThe Director of the Library District has hiring and firing power, as well as supervision of the Executive Director of the Library Foundation, Thus, the governing body of the Library Foundation, the Foundations Board of Directors, does not exercise those powers at its sole discretion, as would be usual for a governing body. It would be highly unusual, however, and a significant breach of the trust relationship between the Library District and the Library Foundation for the Director of the Library District to take action related to the Foundations Executive Director without consulting the Foundations Board of Directors.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Jackson County Library DistrictBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1205 S Central AveAddressLine1Txt
CityMedfodCityNm
State AbbreviationORStateAbbreviationCd
ZIP97501ZIPCd
FieldValueIRS element (for citing)
EIN471609848EIN
Primary ActivitiesLibarayPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Jackson County Library District
b$141,948Cash Grant
Jackson County Library District
o$125,876100 of actual costs
Jackson County Library District
n$3,000Square footage
Jackson County Library District
l$253,120Amount raised for distirct this year
Jackson County Library District
m$21,124Estimates by hourly rates