LESTA HOEL MEMORIAL TRUST FUND

Cite this

Plain text LESTA HOEL MEMORIAL TRUST FUND. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/lesta-hoel-memorial-trust-fund-936071709. Retrieved 2026-11-02.

APA furp.org. (n.d.). LESTA HOEL MEMORIAL TRUST FUND [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 2, 2026, from https://furp.org/org/lesta-hoel-memorial-trust-fund-936071709

MLA “LESTA HOEL MEMORIAL TRUST FUND.” furp.org, tax years 2010–2024, https://furp.org/org/lesta-hoel-memorial-trust-fund-936071709. Accessed 2 Nov. 2026.

Retrieved 2026-11-02; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $341K · expenses $207K · assets $5.4M

EIN
93-6071709
Address
2545 SW TERWILLIGER BLVD, PORTLAND, OR 97201-6302
NTEE code
T90Z
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
August 1977 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
Foundation status
Supporting organization, 509(a)(3)
Cross-check
ProPublica Nonprofit Explorer

Mission

TO FURNISH ASSISTANCE TO SENIOR CITIZENS, PRIMARILY AT TERWILLIGER PLAZA HAVE EITHER EXHAUSTED THEIR FUNDS OR THEIR FUNDS HAVE BEEN DEPLETED TO SUCH AN EXTENT THAT THEY REQUIRE ASSISTANCE IN THE PAYMENT OF THEIR LIVING EXPENSES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

7 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Judy O'Donnell VICE PRESIDENT OF FINANCE & CFO2016-2024 $221,314$1,531,443 3
Ryan Miller PRESIDENT & CEO2023-2024 $334,984$633,582 3
Robert Johnson (former) PRESIDENT & CEO2016-2022 $286,735$1,612,284 3
Delores Sellner (former) Former Pres/CEO2010-2015 $257,021$1,312,899 3
Diane Gibson (former) Fmr VP & CFO2010-2016 $69,630$858,518 3
John Larson (former) Fmr Pres/CEO2016-2017 $146,310$254,358 3
Elizabeth Comfort (former) Fmr Intrm CFO2016 $67,628$67,628 3

Officers and directors, no compensation reported

43 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Kay Moran CHAIR2021-2024 1 $0 reported 2
Helen Westbrook VICE CHAIR2022-2024 1 $0 reported 3
Ronald Maben SECRETARY & DIRECTOR2019-2024 1 $0 reported 2
Will Carpenter SECRETARY (AS OF MARCH 2024)2024 1 $0 reported 2
Virginia Burgess TREASURER2010-2024 1 $0 reported 2
Sarah Dys DIRECTOR2023-2024 1 $0 reported 2
David Kingsbury DIRECTOR (THROUGH MARCH 2024)2023-2024 1 $0 reported 3
Harmon Laurin DIRECTOR2019-2024 1 $0 reported 3
Harley Spring DIRECTOR2016-2024 1 $0 reported 2
Mary Lou Stewart DIRECTOR (THROUGH MARCH 2024)2018-2024 1 $0 reported 2
Dick Teutsch DIRECTOR (AS OF MARCH 2024)2024 1 $0 reported 2
Bernie Thurber DIRECTOR2013-2024 1 $0 reported 2
Eric Wieland DIRECTOR2013-2024 1 $0 reported 2
Linda Mather (former) CHAIR (THROUGH MARCH 2023)2017-2023 1 $0 reported 3
Ginny Burgess (former) TREASURER2023 1 $0 reported 1
Diana White Phd (former) DIRECTOR (THROUGH MARCH 2023)2013-2023 1 $0 reported 2
Roger Wirt (former) DIRECTOR (THROUGH MARCH 2023)2020-2023 1 $0 reported 2
Roberta Taussig (former) Treasurer2016-2021 1 $0 reported 2
Elizabeth Hinds (former) FORMER SEC.2019-2021 1 $0 reported 2
CLIFFORD DROKE Jan-Mar (former) Chair2019 1 $0 reported 1
Frances Ousley (former) Director2019 1 $0 reported 2
Linda Mather Apr-Dec (former) Chair2019 1 $0 reported 1
Allen Dobbins (former) Treasurer2012-2018 1 $0 reported 3
Clifford Droke (former) Chair2015-2018 1 $0 reported 3
Jean Rogers (former) Director2015-2018 1 $0 reported 2
Fran Ousley (former) Secretary2014-2018 1 $0 reported 3
Kent B Thurber (former) Director2015-2018 1 $0 reported 2
Donna Muehleck (former) Director2016-2018 1 $0 reported 2
C Scott Philips (former) Chair2011-2017 0 $0 reported 2
Al Goudy (former) Trustee2010-2015 0 $0 reported 2
Ernest Stephens II (former) Trustee2015 0 $0 reported 2
BJ Wittwer (former) Trustee2012-2014 0 $0 reported 2
Clif Droke (former) Treasurer2013-2014 0 $0 reported 2
Gerard DeBlois (former) Trustee2010-2014 0 $0 reported 2
Rose Rustin (former) Secretary2011-2013 1 $0 reported 2
Margaret Neal (former) Trustee2010-2012 1 $0 reported 2
Charles J Pruitt (former) Trustee2012 1 $0 reported 2
Ron Shrock (former) Chair2010-2012 1 $0 reported 2
Beth Reid (former) Chair2010-2011 1 $0 reported 3
Lee Kell (former) Trustee2010-2011 1 $0 reported 2
Diane Pinney (former) Trustee2010-2011 1 $0 reported 2
Robert Schuberg (former) Trustee2010-2011 1 $0 reported 1
Marian Martinez (former) Secretary2010 1 $0 reported 2

People by year

2024 · 15 people listed · 2 paid, $556K · 0 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RYAN MILLER PRESIDENT & CEO2 $0$294,610$40,374 $334,9843
JUDY O'DONNELL VICE PRESIDENT OF FINANCE & CFO2 $0$202,916$18,398 $221,3143
KAY MORAN CHAIR1 $0$0$0 $02
HELEN WESTBROOK VICE CHAIR1 $0$0$0 $03
RONALD MABEN SECRETARY & DIRECTOR1 $0$0$0 $02
WILL CARPENTER SECRETARY (AS OF MARCH 2024)1 $0$0$0 $02
VIRGINIA BURGESS TREASURER1 $0$0$0 $02
SARAH DYS DIRECTOR1 $0$0$0 $02
DAVID KINGSBURY DIRECTOR (THROUGH MARCH 2024)1 $0$0$0 $03
HARMON LAURIN DIRECTOR1 $0$0$0 $03
HARLEY SPRING DIRECTOR1 $0$0$0 $02
MARY LOU STEWART DIRECTOR (THROUGH MARCH 2024)1 $0$0$0 $02
DICK TEUTSCH DIRECTOR (AS OF MARCH 2024)1 $0$0$0 $02
BERNIE THURBER DIRECTOR1 $0$0$0 $02
ERIC WIELAND DIRECTOR1 $0$0$0 $02
2023 · 16 people listed · 2 paid, $533K · 0 employees · 14 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RYAN MILLER PRESIDENT & CEO0 $0$264,444$34,154 $298,5983
JUDY O'DONNELL VICE PRESIDENT OF FINANCE & CFO0 $0$187,478$47,311 $234,7893
LINDA MATHER CHAIR (THROUGH MARCH 2023)1 $0$0$0 $03
KAY MORAN VICE CHAIR & CHAIR1 $0$0$0 $02
HELEN WESTBROOK TREASURER & VICE CHAIR1 $0$0$0 $03
RONALD MABEN SECRETARY1 $0$0$0 $02
GINNY BURGESS TREASURER1 $0$0$0 $01
SARAH DYS DIRECTOR1 $0$0$0 $02
DAVID KINGSBURY DIRECTOR1 $0$0$0 $03
HARMON LAURIN DIRECTOR1 $0$0$0 $03
HARLEY SPRING DIRECTOR1 $0$0$0 $02
MARY LOU STEWART DIRECTOR1 $0$0$0 $02
BERNIE THURBER DIRECTOR1 $0$0$0 $02
DIANA WHITE PHD DIRECTOR (THROUGH MARCH 2023)1 $0$0$0 $02
ERIC WIELAND DIRECTOR1 $0$0$0 $02
ROGER WIRT DIRECTOR (THROUGH MARCH 2023)1 $0$0$0 $02
2022 · 13 people listed · 2 paid, $465K · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT JOHNSON PRESIDENT & CEO0 $0$276,302$10,433 $286,7353
JUDY O'DONNELL VICE PRESIDENT OF FINANCE & CFO0 $0$168,575$10,034 $178,6093
LINDA MATHER CHAIR1 $0$0$0 $03
RONALD MABEN VICE CHAIR & SECRETARY1 $0$0$0 $02
KAY MORAN SECRETARY & VICE CHAIR1 $0$0$0 $02
HELEN WESTBROOK TREASURER1 $0$0$0 $03
HARMON LAURIN DIRECTOR1 $0$0$0 $03
HARLEY SPRING DIRECTOR1 $0$0$0 $02
MARY LOU STEWART DIRECTOR1 $0$0$0 $02
BERNIE THURBER DIRECTOR1 $0$0$0 $02
DIANA WHITE PHD DIRECTOR1 $0$0$0 $02
ERIC WIELAND DIRECTOR1 $0$0$0 $02
ROGER WIRT DIRECTOR1 $0$0$0 $02
2021 · 14 people listed · 2 paid, $489K · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert Johnson President & CEO0 $0$288,085$26,391 $314,4763
Judy O'Donnell VP & CFO0 $0$162,430$12,569 $174,9993
Kay Moran Secretary1 $0$0$0 $02
Elizabeth Hinds FORMER SEC.1 $0$0$0 $02
Roberta Taussig Treasurer1 $0$0$0 $02
Ronald Maben Vice Chair1 $0$0$0 $02
Linda Mather Chair1 $0$0$0 $03
Mary Lou Stewart Director1 $0$0$0 $02
Harmon Laurin Director1 $0$0$0 $03
DIANA WHITE Director1 $0$0$0 $02
Bernie Thurber Director1 $0$0$0 $02
Eric Wieland Director1 $0$0$0 $02
Harley Spring Director1 $0$0$0 $02
Roger Wirt Director1 $0$0$0 $02
2020 · 13 people listed · 2 paid, $457K · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert Johnson President & CEO0 $0$259,229$30,463 $289,6923
Judy O'Donnell VP & CFO0 $0$156,309$11,025 $167,3343
Elizabeth Hinds Secretary1 $0$0$0 $02
Roberta Taussig Treasurer1 $0$0$0 $02
Ronald Maben Vice Chair1 $0$0$0 $02
Linda Mather Chair1 $0$0$0 $03
Mary Lou Stewart Director1 $0$0$0 $02
Harmon Laurin Director1 $0$0$0 $03
DIANA WHITE Director1 $0$0$0 $02
Bernie Thurber Director1 $0$0$0 $02
Eric Wieland Director1 $0$0$0 $02
Harley Spring Director1 $0$0$0 $02
Roger Wirt Director1 $0$0$0 $02
2019 · 14 people listed · 2 paid, $431K · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert Johnson President & CEO40 $0$238,305$30,040 $268,3453
Judy O'Donnell VP & CFO40 $0$152,987$9,253 $162,2403
CLIFFORD DROKE Jan-Mar Chair1 $0$0$0 $01
Elizabeth Hinds Secretary1 $0$0$0 $02
Roberta Taussig Treasurer1 $0$0$0 $02
Ronald Maben Vice Chair1 $0$0$0 $02
Frances Ousley Director1 $0$0$0 $02
Linda Mather Apr-Dec Chair1 $0$0$0 $01
Mary Lou Stewart Director1 $0$0$0 $02
Harmon Laurin Director1 $0$0$0 $03
DIANA WHITE Director1 $0$0$0 $02
Bernie Thurber Director1 $0$0$0 $02
Eric Wieland Director1 $0$0$0 $02
Harley Spring Director1 $0$0$0 $02
2018 · 14 people listed · 2 paid, $437K · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert Johnson President & CEO0 $0$250,790$29,011 $279,8013
Judy O'Donnell VP & CFO0 $0$145,703$11,737 $157,4403
CLIFFORD DROKE Chair1 $0$0$0 $03
ALLEN DOBBINS Treasurer1 $0$0$0 $03
Roberta Taussig Vice Chair1 $0$0$0 $02
Jean Rogers Director1 $0$0$0 $02
Fran Ousley Secretary1 $0$0$0 $03
Linda Mather Director1 $0$0$0 $03
Mary Lou Stewart Director1 $0$0$0 $02
Donna Muehleck Director1 $0$0$0 $02
DIANA WHITE Director1 $0$0$0 $02
Kent B Thurber Director1 $0$0$0 $02
Eric Wieland Director1 $0$0$0 $02
Harley Spring Director1 $0$0$0 $02
2017 · 15 people listed · 3 paid, $429K · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Judy O'Donnell VP & CFO0 $0$145,665$34,648 $180,3133
John Larson Fmr Pres/CEO0 $0$130,252$16,058 $146,3103
Robert Johnson President & CEO0 $0$101,920$318 $102,2383
Roberta Taussig Director0 $0$0$0 $02
Jean Rogers Director0 $0$0$0 $02
ALLEN DOBBINS Vice President0 $0$0$0 $03
ERIC WIELAND Director0 $0$0$0 $02
Harley Spring Director0 $0$0$0 $02
CLIFFORD DROKE Treasurer0 $0$0$0 $03
Donna Muehleck Director0 $0$0$0 $02
KENT B THURBER Director0 $0$0$0 $02
DIANA WHITE Director0 $0$0$0 $02
Linda Mather Director0 $0$0$0 $03
FRAN OUSLEY Secretary0 $0$0$0 $03
C SCOTT PHILIPS Chair0 $0$0$0 $02
2016 · 16 people listed · 5 paid, $371K · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John Larson Fmr Pres/CEO0 $0$101,674$6,374 $108,0483
Robert Johnson Fmr Intrm Pres0 $0$70,997$0 $70,9973
Diane Gibson Fmr VP & CFO0 $0$62,822$6,808 $69,6303
Elizabeth Comfort Fmr Intrm CFO0 $0$67,628$0 $67,6283
Judy O'Donnell VP & CFO0 $0$52,747$1,658 $54,4053
Roberta Taussig Director0 $0$0$0 $02
Jean Rogers Director0 $0$0$0 $02
ALLEN DOBBINS Vice President0 $0$0$0 $03
ERIC WIELAND Director0 $0$0$0 $02
Harley Spring Director0 $0$0$0 $02
CLIFFORD DROKE Treasurer0 $0$0$0 $03
Donna Muehleck Director0 $0$0$0 $02
KENT B THURBER Director0 $0$0$0 $02
DIANA WHITE Director0 $0$0$0 $02
FRAN OUSLEY Secretary0 $0$0$0 $03
C SCOTT PHILIPS Chair0 $0$0$0 $02
2015 · 13 people listed · 2 paid, $437K · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DELORES SELLNER Former Pres/CEO1 $0$245,645$11,376 $257,0213
DIANE GIBSON Former CFO1 $0$169,922$10,163 $180,0853
Jean Rogers Trustee0 $0$0$0 $02
ALLEN DOBBINS Vice President0 $0$0$0 $03
ERIC WIELAND Trustee0 $0$0$0 $02
AL GOUDY Trustee0 $0$0$0 $02
CLIFFORD DROKE Treasurer0 $0$0$0 $03
Ernest Stephens II Trustee0 $0$0$0 $02
KENT B THURBER Trustee0 $0$0$0 $02
DIANA WHITE Trustee0 $0$0$0 $02
VIRGINIA BURGESS Trustee0 $0$0$0 $02
FRAN OUSLEY Secretary0 $0$0$0 $03
C SCOTT PHILIPS Chair0 $0$0$0 $02
2014 · 13 people listed · 2 paid, $373K · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DELORES SELLNER President & CEO1 $0$224,103$11,386 $235,4893
DIANE GIBSON CFO1 $0$128,411$8,924 $137,3353
BJ WITTWER Trustee0 $0$0$0 $02
ALLEN DOBBINS Secretary0 $0$0$0 $03
ERIC WIELAND Trustee0 $0$0$0 $02
AL GOUDY Chairperson0 $0$0$0 $02
CLIF DROKE Treasurer0 $0$0$0 $02
GERARD DEBLOIS Trustee0 $0$0$0 $02
BERNIE B THURBER Trustee0 $0$0$0 $02
DIANA WHITE Trustee0 $0$0$0 $02
VIRGINIA BURGESS Trustee0 $0$0$0 $02
FRAN OUSLEY Trustee0 $0$0$0 $03
C SCOTT PHILIPS Vice Chair0 $0$0$0 $02
2013 · 13 people listed · 2 paid, $342K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DELORES SELLNER President & CEO4 $0$197,712$10,509 $208,2213
DIANE GIBSON CFO4 $0$125,501$8,511 $134,0123
BJ WITTWER Trustee1 $0$0$0 $02
ALLEN DOBBINS Trustee1 $0$0$0 $03
ERIC WIELAND Trustee1 $0$0$0 $02
AL GOUDY Chairperson1 $0$0$0 $02
CLIF DROKE Treasurer1 $0$0$0 $02
GERARD DEBLOIS Trustee1 $0$0$0 $02
BERNIE B THURBER Trustee1 $0$0$0 $02
DIANA WHITE Trustee1 $0$0$0 $02
VIRGINIA BURGESS Trustee1 $0$0$0 $02
ROSE RUSTIN Secretary1 $0$0$0 $02
C SCOTT PHILIPS Vice Chair1 $0$0$0 $02
2012 · 12 people listed · 2 paid, $322K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DELORES SELLNER President & CEO4 $0$193,892$10,609 $204,5013
DIANE GIBSON CFO4 $0$108,857$8,219 $117,0763
C SCOTT PHILIPS Secretary1 $0$0$0 $02
ROSE RUSTIN Trustee1 $0$0$0 $02
VIRGINIA BURGESS Treasurer1 $0$0$0 $02
MARGARET NEAL Trustee1 $0$0$0 $02
GERARD DEBLOIS Trustee1 $0$0$0 $02
AL GOUDY Vice Chair1 $0$0$0 $02
Charles J Pruitt Trustee1 $0$0$0 $02
ALLEN DOBBINS Trustee1 $0$0$0 $03
BJ WITTWER Trustee1 $0$0$0 $02
RON SHROCK Chair1 $0$0$0 $02
2011 · 13 people listed · 2 paid, $321K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DELORES SELLNER President & CEO4 $0$193,892$15,992 $209,8843
DIANE GIBSON CFO4 $0$103,356$7,825 $111,1813
C SCOTT PHILIPS Trustee1 $0$0$0 $02
ROSE RUSTIN Trustee1 $0$0$0 $02
VIRGINIA BURGESS Treasurer1 $0$0$0 $02
LEE KELL Trustee1 $0$0$0 $02
MARGARET NEAL Trustee1 $0$0$0 $02
GERARD DEBLOIS Trustee1 $0$0$0 $02
AL GOUDY Secretary1 $0$0$0 $02
BETH REID Chair1 $0$0$0 $03
DIANE PINNEY Trustee1 $0$0$0 $02
ROBERT SCHUBERG Trustee1 $0$0$0 $01
RON SHROCK Vice Chair1 $0$0$0 $02
2010 · 12 people listed · 2 paid, $307K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DELORES SELLNER President & CEO4 $0$186,118$11,665 $197,7833
DIANE GIBSON CFO4 $0$103,761$5,438 $109,1993
VIRGINIA BURGESS Trustee2 $0$0$0 $02
LEE KELL Trustee2 $0$0$0 $02
MARGARET NEAL Trustee1 $0$0$0 $02
GERARD DEBLOIS Trustee1 $0$0$0 $02
MARIAN MARTINEZ Secretary1 $0$0$0 $02
AL GOUDY Trustee2 $0$0$0 $02
BETH REID Chair2 $0$0$0 $03
DIANE PINNEY Treasurer2 $0$0$0 $02
ROBERT SCHUBERG Trustee1 $0$0$0 $01
RON SHROCK Vice Chair1 $0$0$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $179K
2023 · 1 grant to organizations · $224K
2022 · 1 grant to organizations · $332K
2021 · 1 grant to organizations · $244K
2020 · 1 grant to organizations · $178K
2019 · 1 grant to organizations · $224K
2018 · 1 grant to organizations · $188K
2017 · 2 grants to organizations · $83K
2016 · 1 grant to organizations · $189K
2015 · 1 grant to organizations · $233K
2014 · 1 grant to organizations · $155K
2013 · 1 grant to organizations · $141K
2012 · 1 grant to organizations · $156K
2011 · 1 grant to organizations · $105K
2010 · 1 grant to organizations · $182K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$340,716$207,184 $5,411,452$5,409,587 $74,736$0 $0013
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$165,656$254,156 $5,017,659$5,009,419 $61,074$0 $0014
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
-$38,871$358,229 $4,601,500$4,600,081 $68,371$0 $0012
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$914,101$286,448 $5,704,765$5,684,007 $72,453$0 $0012
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$221,221$201,957 $5,002,979$4,998,432 $177,553$0 $0012
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$260,966$259,149 $4,795,961$4,782,842 $154,829$0 $0012
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$263,974$216,723 $4,276,177$4,268,995 $2,295$0 $0012
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$223,531$108,972 $4,670,804$4,668,272 $2,340$0 $0011
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$1,477,681$206,573 $4,382,929$4,382,929 $1,291,943$0 $0011
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$113,656$246,960 $2,367,620$2,349,445 $63,991$0 $0011
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$294,529$169,633 $2,613,552$2,599,588 $140,827$0 $0011
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$1,578,356$149,608 $2,491,082$2,475,562 $1,520,458$0 $00-
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$96,811$161,727 $939,229$923,307 $56,365$0 $00-
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$68,194$111,631 $962,375$954,642 $42,317$0 $00-
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$143,153$187,368 $1,018,740$1,002,925 $62,786$0 $00-

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

2 grantors reported grants to this organization, $3,759,112 in all, tax years 2010 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
TERWILLIGER PLAZA FOUNDATION INC Public charity Exact 2010-2014, 2016, 2019-2024 12$3,408,506 2024$11,883
show
OREGON COMMUNITY FOUNDATION DAF sponsor Exact 2014-2024 11$350,606 2024$37,670
show

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THE JILL FOX MEMORIAL FUND INCMDT90 $666,678$869,539 PRESIDENT AND PUBLIC DIRECTOR$374,833 Same NTEE code T90, revenue within 2x
F & M POTTER TUA MEMORIAL FUND TRTXT90 $542,592$788,881 CO-TRUSTEE$119,788 Same NTEE code T90, revenue within 2x
WALTER R EARLE MEMORIAL FOUNDATION INCNJT90 $512,447$577,045 BOARD MEMBER$0 Same NTEE code T90, revenue within 2x
ERNEST H & HELEN D BAILEY MEMORIAL TRMAT90 $428,910$277,547 Trustee$0 Same NTEE code T90, revenue within 2x
EARL NELSON MEMORIAL FUNDTXT90 $188,530$117,020 TRUSTEE$7,772 Same NTEE code T90, revenue within 2x
CHARITABLE TRUST IN MEMORY OF THE DESCENDENTS OF LEMA AND BERELDET90 $376,932$195,795 TRUSTEE$0 Same NTEE code T90, revenue within 2x
NAOMI WOOD TESTAMENTARY TRUSTPAT90 $288,235$420,743 CO-TRUSTEE$48,532 Same NTEE code T90, revenue within 2x
THE NORTHWEST CONNECTICUT COMMUNITY FOUNDATION TRUSTCTT90 $307,387$509,101 President$251,986 Same NTEE code T90, revenue within 2x
MACHON BY CHARITABLE TRUSTNYT90 $187,941$1,249,000 TRUSTEE$0 Same NTEE code T90, revenue within 2x
THEOSOPHICAL INVESTMENT TRUSTILT90 $485,591$176,784 TSA President / Trustee$78,154 Same NTEE code T90, revenue within 2x
LICR CHARITABLE TRUSTNYT90 $279,620$502,696 Individual Trustee$670,727 Same NTEE code T90, revenue within 2x
A P Y C INC ENDOWMENT TRUSTDET90 $236,349$255,280 TRUSTEE$24,975 Same NTEE code T90, revenue within 2x
J GEORGE SCHMID JR MEMORIAL FUNDNYT90 $223,893$154,966 TRUSTEE$45,960 Same NTEE code T90, revenue within 2x
GLADYS M FRIANT TRUST UW 04641-007OHT90 $500,510$254,025 TRUSTEE$51,286 Same NTEE code T90, revenue within 2x
WEAVER-PARRISH CHARITABLE TRUSTALT90 $658,289$275,558 Board Member$0 Same NTEE code T90, revenue within 2x
JULIA EVANS REED CHARITABLE TRUSTMST90 $329,578$251,192 Trustee$0 Same NTEE code T90, revenue within 2x
JOHN W NELSON TRUSTIAT90 $342,164$353,887 TRUSTEE$34,797 Same NTEE code T90, revenue within 2x
JOE AND ANNA SCHMITZ AND PAT AND ANNA BURKE CHARITABLE TRUSTMNT90 $487,089$435,779 Roman Catholic Bishop of Great Falls$0 Same NTEE code T90, revenue within 2x
JAMES DICK FOUNDATION ENDOWMENT TRUSTTXT90 $432,514$6,263 President$66,374 Same NTEE code T90, revenue within 2x
CHARLES R NIEHAUS TR FBO SALVATION ARMY FUND OF DAYTON OHIOOHT90 $171,444$84,465 TRUSTEE$10,463 Same NTEE code T90, revenue within 2x
JOHN H BURKHART JR CHARITABLE TRUST UWPAT90 $191,430$65,809 Trustee$0 Same NTEE code T90, revenue within 2x
HORACE C HUNT MEMORIAL FOUNDATIONPAT90 $270,830$290,525 TRUSTEE$49,517 Same NTEE code T90, revenue within 2x
GORDON J BARNETT FOUNDATION TRUST ORLANDO TRUST DEPARTMENTFLT90 $195,437$159,937 TRUSTEE$27,077 Same NTEE code T90, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
COMMUNITY FOUNDATION OF ORANGE COUNTY DAF sponsor$1,195,5211 12024–2024 FRIENDS OF T J FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$686,65523 92019–2024 MIGHTY ACORN FOUNDATION INC; ENVIRONMENTAL HEALTH TRUST; THE STEVE SMITH FAMILY FOUNDATION; MIFAL CHESED FOUNDATION INC and 5 more
JEWISH FEDERATION OF GREATER PITTSBURGH DAF sponsor$589,04115 12010–2024 HEBREW FREE LOAN ASSOCIATION OF PITTSBURGH PENNSYLVANIA
The Klungness Family Foundation Inc Private foundation$496,5006 12020–2023 ENVIRONMENTAL HEALTH TRUST
CARROLL PETRIE FOUNDATION Private foundation$390,0004 12021–2024 ENVIRONMENTAL HEALTH TRUST
DAVID AND NICOLE TEPPER CHARITABLE FOUNDATION INC Private foundation$375,0003 12023–2025 THE STEVE SMITH FAMILY FOUNDATION
COMMUNITY FOUNDATION OF JACKSON HOLE DAF sponsor$280,2066 12019–2024 ENVIRONMENTAL HEALTH TRUST
DONOR ADVISED CHARITABLE GIVING DAF sponsor$213,70020 82016–2024 HEBREW FREE LOAN ASSOCIATION OF PITTSBURGH PENNSYLVANIA; H O P E FOR YOUTH FOUNDATION INC; ENVIRONMENTAL HEALTH TRUST; COPPERLEAF CHARITABLE FOUNDATION INC and 4 more
ASSOCIATED JEWISH CHARITIES OF BALTIMORE DAF sponsor$207,84211 12011–2022 THE JILL FOX MEMORIAL FUND INC
PAYPAL CHARITABLE GIVING FUND DAF sponsor$168,50210 52018–2024 ARNOLD & WINNIE PALMER FOUNDATION INC; ERIC MARSH FOUNDATION FOR WILDLAND FIREFIGHTERS; ENVIRONMENTAL HEALTH TRUST; LOUIX DOR DEMPRIEY FOUNDATION and 1 more
FORGOOD INC DAF sponsor$166,90013 52012–2024 ERIC MARSH FOUNDATION FOR WILDLAND FIREFIGHTERS; HEBREW FREE LOAN ASSOCIATION OF PITTSBURGH PENNSYLVANIA; MIGHTY ACORN FOUNDATION INC; SAV-A-LIFE OF THE MISSISSIPPI GULF COAST INC and 1 more
TULSA COMMUNITY FOUNDATION DAF sponsor$150,0006 12019–2024 WILL ROGERS HERITAGE INC C/O WILL ROGERS MEMORIAL
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$139,7028 52019–2022 THE STEVE SMITH FAMILY FOUNDATION; ARNOLD & WINNIE PALMER FOUNDATION INC; THE NORTHWEST CONNECTICUT COMMUNITY FOUNDATION TRUST; EUGENE ONEILL FOUNDATION TAO HOUSE and 1 more
JEWISH COMMUNAL FUND DAF sponsor$131,5005 22018–2023 ENVIRONMENTAL HEALTH TRUST; H O P E FOR YOUTH FOUNDATION INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$128,47511 32016–2024 MIFAL CHESED FOUNDATION INC; ARNOLD & WINNIE PALMER FOUNDATION INC; JAMES DICK FOUNDATION ENDOWMENT TRUST

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $207,184 spent · pay $0 · grants $179,199 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $179,199$179,199-- 86.5%
Fees: investment management $24,605-$24,605- 11.9%
Fees: accounting $2,730-$2,730- 1.3%
Fees: other services $650-$650- 0.3%
Total$207,184100%

View the filing

2023 · Form 990 · $254,156 spent · pay $0 · grants $224,062 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $224,062$224,062-- 88.2%
Fees: investment management $21,904-$21,904- 8.6%
Other (as described)OTHER EXPENSES $7,710-$7,710- 3.0%
Fees: other services $480-$480- 0.2%
Total$254,156100%

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2022 · Form 990 · $358,229 spent · pay $0 · grants $332,432 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $332,432$332,432-- 92.8%
Fees: investment management $22,784-$22,784- 6.4%
Fees: accounting $2,125-$2,125- 0.6%
Fees: other services $888-$888- 0.2%
Total$358,229100%

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2021 · Form 990 · $286,448 spent · pay $0 · grants $243,818 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $243,818$243,818-- 85.1%
Fees: investment management $21,515-$21,515- 7.5%
Other (as described)Endowment Fee $18,465-$18,465- 6.4%
Fees: accounting $2,000-$2,000- 0.7%
Other (as described)BANK FEES $650-$650- 0.2%
Total$286,448100%

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2020 · Form 990 · $201,957 spent · pay $0 · grants $177,960 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $177,960$177,960-- 88.1%
Fees: investment management $24,020-$24,020- 11.9%
Other (as described)BANK FEES $677-$677- 0.3%
Other (as described)Endowment Fee REIMBURSEMEnt -$700--$700- -0.3%
Total$201,957100%

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2019 · Form 990 · $259,149 spent · pay $0 · grants $224,097 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $224,097$224,097-- 86.5%
Fees: investment management $22,434-$22,434- 8.7%
Other (as described)ADMINISTRATIVE EXPENSES $9,564-$9,564- 3.7%
Fees: accounting $1,727-$1,727- 0.7%
Other (as described)Endowment Fund Fees $700-$700- 0.3%
Other (as described)BANK FEES $627-$627- 0.2%
Total$259,149100%

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2018 · Form 990 · $216,723 spent · pay $0 · grants $187,551 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $187,551$187,551-- 86.5%
Fees: investment management $23,465-$23,465- 10.8%
Fees: accounting $3,412-$3,412- 1.6%
Other (as described)Endowment Fund Fees $2,295-$2,295- 1.1%
Total$216,723100%

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2017 · Form 990 · $108,972 spent · pay $0 · grants $83,259 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $83,259$83,259-- 76.4%
Fees: investment management $23,375-$23,375- 21.5%
Fees: accounting $1,500-$1,500- 1.4%
Other (as described)CT-12 FILING FEE $838-$838- 0.8%
Total$108,972100%

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2016 · Form 990 · $206,573 spent · pay $0 · grants $188,730 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $188,730$188,730-- 91.4%
Fees: investment management $17,533-$17,533- 8.5%
Other (as described)CT-12 FILING FEE $310-$310- 0.2%
Total$206,573100%

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2015 · Form 990 · $246,960 spent · pay $0 · grants $232,510 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $232,510$232,510-- 94.1%
Fees: investment management $12,678-$12,678- 5.1%
Other (as described)ADMINISTRATIVE EXPENSES $1,412-$1,412- 0.6%
Other (as described)CT-12 FILING FEE $360-$360- 0.1%
Total$246,960100%

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2014 · Form 990 · $169,633 spent · pay $0 · grants $155,048 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $155,048$155,048-- 91.4%
Fees: investment management $12,631-$12,631- 7.4%
Other (as described)ADMINISTRATIVE EXPENSES $1,506-$1,506- 0.9%
Other (as described)CT-12 FILING FEE $448-$448- 0.3%
Total$169,633100%

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2013 · Form 990 · $149,608 spent · pay $0 · grants $141,425 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $141,425$141,425-- 94.5%
Fees: investment management $6,846-$6,846- 4.6%
Other (as described)ADMINISTRATIVE EXPENSES $1,200-$1,200- 0.8%
Other (as described)CT-12 FILING FEE $137-$137- 0.1%
Total$149,608100%

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2012 · Form 990 · $161,727 spent · pay $0 · grants $155,597 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $155,597$155,597-- 96.2%
Fees: investment management $4,540-$4,540- 2.8%
Other (as described)ADMINISTRATIVE EXPENSES $1,450-$1,450- 0.9%
Other (as described)CT-12 FILING FEE $140-$140- 0.1%
Total$161,727100%

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2011 · Form 990 · $111,631 spent · pay $0 · grants $105,460 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $105,460$105,460-- 94.5%
Fees: investment management $4,796-$4,796- 4.3%
Other (as described)ADMINISTRATIVE EXPENSES $1,200-$1,200- 1.1%
Other (as described)CT-12 FILING FEE $175-$175- 0.2%
Total$111,631100%

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2010 · Form 990 · $187,368 spent · pay $0 · grants $182,200 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $182,200$182,200-- 97.2%
Fees: investment management $4,989$4,989-- 2.7%
Other (as described)CT-12 FILING FEE $179-$179- 0.1%
Total$187,368100%

View the filing

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