2025-05-05T18:08:43-05:00 2024-12-31 931304312 IRVINE & COMPANY CPA'S LLC 345 NE 102ND AVE PORTLAND OR 972204108 990PF 2024-01-01 205237609 ERATH FAMILY FOUNDATION C/O IRVINE & COMPANY CPAS LLC ERAT 5032528449 345 NE 102ND AVE PORTLAND OR 97220 JOHN HIRSCHY PRESIDENT 5034172102 2025-05-05 1 1 MARK KYLE POSTELL P01256061 5032528449 2024 2025-03-06 01:10:19Z X 4775289 X 1015500 163 163 138798 138798 140374 314666 140374 1294835 279335 0 0 0 3907 1954 1953 22656 22656 0 1680 1184 496 1406 1020 386 29649 26814 2835 178758 178758 208407 26814 181593 1086428 252521 9824 197843 197843 3445695 4561946 4561946 0 15500 15500 3455519 4775289 4775289 0 0 X 0 0 0 0 3455519 4775289 3455519 4775289 3455519 4775289 3455519 1086428 233342 4775289 0 4775289 PUBLICLY TRADED SECURITIES 214620 174292 40328 40328 CAPITAL GAINS DIVIDENDS P 100046 100046 100046 140374 3510 0 3510 0 3510 2674 0 836 0 3510 0 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 WWW.ERATHFAMILYFOUNDATION.ORG KYLE POSTELL CPA 5032528449 345 NE 102ND AVE PORTLAND OR 97220 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 JOHN D IRVINE 345 NE 102ND AVE PORTLAND OR 97220 SECRETARY 1.00 0 0 0 JOHN A HIRSCHY 805 SW BROADWAY STE 1900 PORTLAND OR 97205 PRESIDENT 5.00 0 0 0 GREG JONES PHD ABACELA VYDS WINERY 12500 LOOKINGGL SS ROAD ROSEBURG OR 97471 DIRECTOR 1.00 0 0 0 BILL NELSON 937 NW GLISAN 1134 PORTLAND OR 97209 DIRECTOR 1.00 0 0 0 LEIGH BARTHOLOMEW 10525 SW HWY 99W MCMINNVILLE OR 97128 DIRECTOR 1.00 0 0 0 ANTHONY KING 213 NE 6TH ST MCMINNVILLE OR 97128 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 4506699 84484 15500 4606683 0 0 4606683 69100 4537583 226879 226879 3510 3510 223369 0 223369 0 223369 181593 0 181593 223369 146572 0 0 181593 146572 0 0 35021 0 0 0 0 0 0 0 0 188348 0 0 0 JOHN D IRVINE 345 NE 102ND AVE PORTLAND OR 97220 5032528449 NO SPECIFIED FORM AT THIS TIME. N/A GRANT APPLICATIONS WILL BE CONSIDERED ONLY FOR PROJECTS THAT ADVANCE SCIENCE AND EDUCATION IN THE STATE OF OREGON IN THE FIELDS OF ENOLOGY AND VITICULTURE. AGRICULTURAL RESEARCH FOUNDATION OREGON STATE UNIVERSITY 1600 SW WESTERN BLVD STE 320 CORVALLIS OR 97333 RESEARCH 126758 AHIVOY PO BOX 151 AMITY OR 97101 GENERAL SUPPORT 2000 DOUGLAS HIGH SCHOOL 1381 NW DOUGLAS WINSTON OR 97496 TO SUPPORT THE HORTICULTURAL PROGRAM'S GREENHOUSE PROJECT 2000 UNION GOSPEL MISSION 3 NW THIRD AVE PORTLAND OR 97209 TO PROVIDE MEALS, CARE, AND RECOVERY TO THE HOMELESS 4000 WORLD CENTRAL KITCHEN 1342 FLORIDA AVE NW WASHINGTON DC 20009 GENERAL SUPPORT 2000 WILLAMETTE VALLEY WINERIES ASSOCIATION PO BOX 25162 PORTLAND OR 97298 TECHNICAL TASTING PROGRAM 40000 DUNIWAY MIDDLE SCHOOL 575 NW MICHELBOOK LN MCMINNVILLE OR 97128 BOOKSGIVING FUNDRAISER 2000 178758 0 14 163 14 138798 18 140374 0 279335 0 279335 0 0 0 0 0 0 0 0 0 0 X X 1 RICHARD CHARLES ERATH ESTATE 1304 SE 58TH AVE PORTLAND OR 97215 1000000 X 2 RICHARD CHARLES ERATH ESTATE 1304 SE 58TH AVE PORTLAND OR 97215 15500 X X 2 WINE CELLAR 15500 2024-07-01 ACCOUNTING FEES 3907 1954 1953 WILLAMETTE VALLEY WINERIES ASSOCIATION PO BOX 25162 PORTLAND OR 97298 2024-12-16 40000 THIS GRANT WAS GIVEN TO WILLAMETTE VALLEY WINERY ASSOCIATION TO SUPPORT THE WILLAMETTE VALLEY TECHNICAL TASTING PROGRAM. THIS IS AN EDUCATIONAL EVENT THAT SUPPORTS THE ERATH FAMILY FOUNDATION'S EXEMPT PURPOSE: TO ADVANCE EDUCATION IN OREGON IN THE FIELDS OF ENOLOGY AND VITICULTURE. AN AGREEMENT WAS SIGNED BY BOTH ORGANIZATIONS THAT REQUIRES THE FUNDS TO BE SEGREGATED AND USED SOLELY FOR THE TECHNICAL TASTING PROGRAM. AN ACCOUNTING OF THE FUNDS IS REQUIRED WITHIN 45 DAYS OF THE EVENT WHICH WILL BE HELD IN 2025. ANY UNUSED FUNDS MUST BE DIRECTED TO THE OREGON WINE RESEARCH INSTITUTE, A 501(C)(3) ORGANIZATION. 0 N/A N/A INVESTMENTS FMV 4561946 4561946 DONATED WINE 0 15500 15500 ANNUAL REPORT FEE 50 0 50 WEBSITE 336 0 336 STORAGE 1020 1020 0 UNREALIZED GAINS/LOSSES 233342 INVESTMENT MANAGEMENT FEES 22656 22656 0 STATE FOUNDATION TAX 496 0 496 FOREIGN TAX 1184 1184 0