- Revenue 2024
- $1,577,611
- Expenses 2024
- $1,020,822
Program services were 79.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- T31
- Classification
- 1000
- Street
- PO BOX 652
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
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.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $1,577,611
- Expenses
- $1,020,822
- Contributions
- $587,454
- Grants paid
- $551,459
-
2023
- Revenue
- $1,341,566
- Expenses
- $965,004
- Contributions
- $842,794
- Grants paid
- $553,559
-
2022
- Revenue
- $2,870,303
- Expenses
- $1,006,148
- Contributions
- $2,383,046
- Grants paid
- $689,278
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $1,481,815
- Expenses
- $855,741
- Assets (EOY)
- $10,195,975
-
2020 · 990
- Revenue
- $1,198,123
- Expenses
- $656,006
- Assets (EOY)
- $10,971,738
-
2019 · 990
- Revenue
- $512,282
- Expenses
- $522,034
- Assets (EOY)
- $8,772,728
-
2018 · 990
- Revenue
- $1,025,418
- Expenses
- $522,467
- Assets (EOY)
- $8,563,685
-
2017 · 990
- Revenue
- $1,158,286
- Expenses
- $455,261
- Assets (EOY)
- $7,750,503
-
2016 · 990
- Revenue
- $1,375,026
- Expenses
- $437,697
- Assets (EOY)
- $6,918,937
-
2015 · 990
- Revenue
- $850,021
- Expenses
- $340,367
- Assets (EOY)
- $5,603,695
-
2014 · 990
- Revenue
- $653,242
- Expenses
- $472,409
- Assets (EOY)
- $5,344,025
-
2013 · 990
- Revenue
- $614,379
- Expenses
- $415,131
- Assets (EOY)
- $5,626,816
-
2012 · 990
- Revenue
- not reported
- Expenses
- $382,931
- Assets (EOY)
- $4,398,117
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
Josephine County Library Foundation
$250,000
2022 Capital
-
2024 Program support
-
2024 Womer Fund
-
Grants Pass School District #7
$45,979
2023 Program
-
2023 Program support
-
$39,565
2024 Capital improvements & program support
-
Grants Pass School District #7
$37,735
2024 Program
-
$31,051
2022 Program support
-
$30,983
2023 Program support
-
$29,838
2024 Program support
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
$2,379,938
2023 Civic Engagement
-
DONOR ADVISED CHARITABLE GIVING
$22,000
2024 PUBLIC, SOCIETAL BENEFIT
-
$16,000
2022 Civic Engagement
-
$10,000
2022 GENERAL SUPPORT
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.