Totals
- Total revenue
- $1,577,611
- Total expenses
- $1,020,822
- Contributions and grants received
- $587,454
- Grants paid
- $551,459
- Program service revenue
- $178,093
- Investment income
- $812,064
- Other revenue
- $0
- Total assets, end of year
- $15,895,352
- Total liabilities, end of year
- $509,571
- Net assets or fund balances, end of year
- $15,385,781
- Program services expenses (Part IX)
- $809,379
- Management and general expenses
- $150,678
- Fundraising expenses
- $60,765
- Program service expenses (Part III)
- $809,379
Program services were 79.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$587,454
-
1g · Noncash contributions included above
$198,612
-
2a · Program service revenue: Administration Fees
total $168,547 · related or exempt $168,547
-
2b · Program service revenue: Community Celebration
total $9,525 · related or exempt $9,525
-
2c · Program service revenue: Insurance premium refund
total $21 · related or exempt $21
-
3 · Investment income
total $297,808 · excluded $297,808
-
7a · Gross sales of assets other than inventory
securities $5,448,291
-
7b · Less cost or other basis and sales expenses
securities $4,934,035
-
7c · Gain or loss
securities $514,256
-
7d · Net gain or loss
total $514,256 · excluded $514,256
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $551,459 · program services $551,459
-
5 · Compensation of officers, directors and key employees
total $92,484 · program services $42,642 · management and general $28,521 · fundraising $21,321
-
7 · Other salaries and wages
total $49,552 · program services $24,776 · management and general $12,388 · fundraising $12,388
-
8 · Pension plan contributions
total $1,237 · program services $619 · management and general $309 · fundraising $309
-
10 · Payroll taxes
total $10,396 · program services $5,198 · management and general $2,599 · fundraising $2,599
-
11f · Fees: investment management
total $86,799 · management and general $86,799
-
11g · Fees: other
total $163,550 · program services $161,075 · management and general $1,238 · fundraising $1,237
-
12 · Advertising and promotion
total $8,502 · program services $4,251 · management and general $2,834 · fundraising $1,417
-
13 · Office expenses
total $8,132 · management and general $8,132
-
16 · Occupancy
total $5,439 · program services $2,720 · management and general $1,813 · fundraising $906
-
17 · Travel
total $3,283 · management and general $1,642 · fundraising $1,641
-
19 · Conferences, conventions and meetings
total $1,320 · management and general $660 · fundraising $660
-
23 · Insurance
total $1,482 · management and general $1,482
-
24a · Other expenses: Event expenses
total $34,279 · program services $16,038 · fundraising $18,241
-
24b · Other expenses: Dues/subs-lic/fees
total $2,139 · program services $463 · management and general $1,676
-
24c · Other expenses: Board expenses
total $493 · management and general $493
-
24d · Other expenses: Web design/hosting
total $276 · program services $138 · management and general $92 · fundraising $46
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1 · end of year $85
-
2 · Savings and temporary cash investments
beginning of year $286,559 · end of year $487,567
-
11 · Investments: publicly traded securities
beginning of year $14,226,917 · end of year $15,402,781
-
15 · Other assets
beginning of year $34,975 · end of year $4,919
-
17 · Accounts payable and accrued expenses
beginning of year $3,497 · end of year $4,276
-
18 · Grants payable
beginning of year $52,859 · end of year $78,859
-
21 · Escrow or custodial account liability
beginning of year $445,184 · end of year $426,436
-
27 · Net assets without donor restrictions
beginning of year $5,860,108 · end of year $5,680,437
-
28 · Net assets with donor restrictions
beginning of year $8,186,804 · end of year $9,705,344
Mission and programs · 2024
Mission
Support of charitable organizations benefitting the residents of Josephine and Western Jackson counties in the State of Oregon through building a permanent endowment for the community, promoting effective stewardship of assets and uniting resources to address important community needs.
-
The foundation administers charitable funds and makes grants from those funds for charitable and educational purposes, primarily in Josephine and western Jackson Counties in the State of Oregon. In 2024-25 the foundation gave 82 grants totaling $1,584,003 to 53 organizations. The foundation also provided opportunities for donors and not-for-profit organizations to learn about philanthropy and related topics.
Expenses $809,379 · Grants $551,459 · Revenue $178,093
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Cynthia Harelson CPA
Accountant
- Total calculated
- $7,200
- From this org
- $7,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2.5
-
Erin Smith-Mateja
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Greg Fishwick
Director
- Total calculated
- $0
- Hours/week
- 2.5
-
Hyla Lipson
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Jann Taylor
Treasurer
- Total calculated
- $0
- Hours/week
- 0.5
-
John Higgins
President
- Total calculated
- $0
- Hours/week
- 1.5
-
Josh Welch
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Kate Dwyer
Executive Director
- Total calculated
- $85,284
- From this org
- $82,800
- From related orgs
- $0
- Other
- $2,484
- Hours/week
- 40
-
Mark Koberstein
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Teresa Stover
Vice President
- Total calculated
- $0
- Hours/week
- 2.5
-
Sue Orris
Secretary
- Total calculated
- $0
- Hours/week
- 2.5
-
Meadow Martell
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Augustus Ogu
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Leonora Rogers
Director
- Total calculated
- $0
- Hours/week
- 0.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
Program support
-
Womer Fund
-
$39,565
Capital improvements & program support
-
Grants Pass School District #7
$37,735
Program
-
$29,838
Program support
-
New preschool in Grants Pass
-
Program support
-
City of Gold Hill
$10,000
Playground fence for family safety
-
Fresh paint and new gable for square dance building
-
$10,000
Program supplies, operations & scholarships
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 26 January 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600269349301915
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.