CARRICO FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CARRICO FAMILY FOUNDATION (EIN 46-1237162)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-30
- IRS object ID
- 202231819349101363
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-30T14:11:34-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204749363 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLER MEDFORD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 839 ALDER CREEK DR | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461237162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARRICO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARR | BusinessNameControlTxt |
| Phone | 5417797641 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 4436 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAGNA O CARRICO LOWMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5417797641 | PhoneNum |
| Signature | 2022-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAGNA | PersonFirstNm |
| Person Last | CARRICO LOWMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MONTE WILLIAMS | PreparerPersonNm |
| PTIN | P00033826 | PTIN |
| Phone | 5417797641 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,678,123 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $933,069 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $933,069 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,366,866 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,366,866 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,829,572 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $767,933 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,026,619 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $767,933 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,067,868 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,067,868 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $73,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,598 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,162 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $192,548 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $192,183 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $237,319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $184,958 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $537,294 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $537,294 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $333,638 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,393,563 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $914,435 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,573,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,573,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,966,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $914,435 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,573,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $101,105 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,153,433 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $890,131 | CashBOYAmt |
| Cash EOY | -$5,749 | CashEOYAmt |
| Cash EOYFMV | -$5,749 | CashEOYFMVAmt |
| Acct Rcvbl | $37,790 | AcctRcvblAmt |
| Acct Rcvbl BOY | $309,119 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $37,790 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $37,790 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $17,908 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $17,908 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $17,908 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $17,908 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $18,695,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,674,628 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,674,627 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,865,721 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,350,266 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,907,670 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $45,877 | OtherAssetsBOYAmt |
| Other Assets EOY | $45,877 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $45,877 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,824,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,120,720 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,678,123 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,400 | AccountsPayableBOYAmt |
| Accounts Payable EOY | -$2,301 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $110,875 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $104,392 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $113,275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $102,091 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $31,711,221 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $33,018,629 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,711,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,018,629 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,824,496 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,120,720 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,711,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $101,105 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,206,303 | OtherIncreasesAmt |
| Subtotal | $33,018,629 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,018,629 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED UTILITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $6,026,619 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,258,686 | CostOrOtherBasisAmt |
| Gain Or Loss | $767,933 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $767,933 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $767,933 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,833 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,833 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,833 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,880 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $94 | EsPenaltyAmt |
| Tax Due | $23,047 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAGNA CARRICO LOWMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5417797641 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 839 ALDER CREEK DR | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MAGNA CARRICO LOWMAN | ||||||||
| 839 ALDER CREEK DR | MEDFORD | OR | 97504 | DIRECTOR/PRESIDENT | 5.00 | $0 | $0 | $0 |
| JAMES LOWMAN | ||||||||
| 839 ALDER CREEK DR | MEDFORD | OR | 97504 | DIRECTOR/SECRETARY | 5.00 | $0 | $0 | $0 |
| MONTE D WILLIAMS | ||||||||
| 839 ALDER CREEK DR | MEDFORD | OR | 97504 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,907,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $592,398 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $53,740,739 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,240,865 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $16,719,646 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,521,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $877,818 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,643,401 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,882,170 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,882,170 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,833 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,833 | TotalTaxAmt |
| Distributable Before Adj | $2,838,337 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,838,337 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,838,337 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,573,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,573,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,838,337 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,571,846 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,573,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,571,846 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,354 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,836,983 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MAGNA CARRICO LOWMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 839 ALDER CREEK DR | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5417797641 | RecipientPhoneNum |
| Form And Info And Materials | FOUNDATION APPLICATION MUST BE SUBMITTED BY APPLICANTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS | ||||||
| P O BOX 4666 | MEDFORD | OR | 97501 | NON PROFIT | FIRE RELIEF FUNDS | $10,000 |
| BUTTE FALLS COMMUNITY SCHOOL PARTNERSHIP | ||||||
| 801 LAUREL AVE | BUTTE FALLS | OR | 97522 | NON PROFIT | GENERAL FUND | $10,000 |
| ALS ASSOC OF OR AND SW WA | ||||||
| 700 NE MULTNOMAH ST | PORTLAND | OR | 97232 | NON PROFIT | GENERAL FUND | $7,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 0330 SW CURRY STREET | PORTLAND | OR | 97239 | NON PROFIT | GENERAL FUND | $7,500 |
| ASANTE FOUNDATION | ||||||
| 229 N BARTLETT ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND, FIRE RELIEF FUNDS | $200,000 |
| ASHLAND INDEPENDENT FILM FESTIVAL | ||||||
| 389 E MAIN ST | ASHLAND | OR | 97520 | NON PROFIT | GENERAL FUND | $7,000 |
| BIOLA UNIVERSITY | ||||||
| 13800 BIOLA AVE | LA MIRANDA | CA | 90639 | NON PROFIT | GENERAL FUND | $9,000 |
| BOYS & GIRLS CLUB OF THE RV | ||||||
| 203 SE 9TH STREET | GRANTS PASS | OR | 97526 | NON PROFIT | GENERAL FUND, FIRE RELIEF FUNDS | $15,000 |
| CASA OF JACKSON COUNTY | ||||||
| 409 N FRONT ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $25,000 |
| CHILDRENS ADVOCACY CENTER OF JACKSON COUNTY | ||||||
| 816 W 10TH ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $20,000 |
| COMMUNITY WORKS | ||||||
| 2594 E BARNETT RD SUITE C | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $400,000 |
| DOGS FOR BETTER LIVES | ||||||
| 10175 WHEELER RD | CENTRAL POINT | OR | 97502 | NON PROFIT | GENERAL FUND | $25,000 |
| GRACE CASCADE CHRISTIAN SCHOOLS | ||||||
| 855 CHEVY WAY | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $300,000 |
| GUANACASTE DRY FOREST CONSERVATION FUND | ||||||
| 4780 MAIN ROAD | HUNTINGTON | VT | 05462 | NON PROFIT | GENERAL FUND | $30,000 |
| HEARTS WITH A MISSION | ||||||
| 711 MEDFORD CENTER 334 | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $40,000 |
| HOPE EQUESTIAN | ||||||
| PO BOX 396 | EAGLE POINT | OR | 97524 | NON PROFIT | GENERAL FUND | $20,000 |
| HOPE RANCH YOUTH PROGRAM | ||||||
| 10663 MEADOWS RD | WHITE CITY | OR | 97503 | NON PROFIT | GENERAL FUND | $29,000 |
| KIDS UNLIMITED | ||||||
| 821 N RIVERSIDE AVE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUNDGENERAL FUND, FIRE RELIEF FUND | $250,000 |
| LA CLINICA | ||||||
| 1301 WEST MAIN ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $50,000 |
| LA PINE COMMUNITY KITCHEN | ||||||
| 16480 FINLEY BUTTE RD | LA PINE | OR | 97739 | NON PROFIT | GENERAL FUND | $5,000 |
| MAKE A WISH FOUNDATION | ||||||
| 2000 SW 1ST AVE 410 | PORTLAND | OR | 97201 | NON PROFIT | GENERAL FUND | $10,000 |
| MEDFORD GOSPEL MISSION | ||||||
| 125 W JACKSON ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $15,000 |
| OPTIONS FOR HELPING RESIDENTS OF ASHLAND | ||||||
| PO BOX 1133 | ASHLAND | OR | 97520 | NON PROFIT | GENERAL FUND | $50,000 |
| PARKER HOUSE PROJECT | ||||||
| 2895 OR-66 | ASHLAND | OR | 97520 | NON PROFIT | GENERAL FUND | $10,000 |
| PROVIDENCE COMMUNITY HEALTH FOUNDATION | ||||||
| 940 ROYAL AVE SUITE 410 | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $40,000 |
| PROJECT YOUTH | ||||||
| 500 MONROE ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $15,000 |
| ROGUE ROWING | ||||||
| 175 EMIGRANT LAKE RD | ASHLAND | OR | 97520 | NON PROFIT | GENERAL FUND | $5,000 |
| ROGUE RETREAT | ||||||
| 711 E MAIN ST SUITE 25 | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $120,000 |
| ROGUE VALLEY ADVENTIST ACADEMY | ||||||
| 3675 SOUTH STAGE RD | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $35,000 |
| ROOTS AND WINGS COMMUNITY PRESCHOOL | ||||||
| 3703 INTERNATIONAL WAY STE B | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $7,500 |
| SALVATION ARMY | ||||||
| 304 BEATTY ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $50,000 |
| SAMARITAN'S PURSE | ||||||
| PO BO 3000 | BOONE | NC | 28607 | NON PROFIT | GENERAL FUND | $5,000 |
| SANCTUARY ONE | ||||||
| 13195 UPPER APPLEGATE RD | JACKSONVILLE | OR | 97530 | NON PROFIT | GENERAL FUND | $5,000 |
| SET FREE CHRISTIAN FELLOWSHIP | ||||||
| 1032 W MAIN STREET | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $15,000 |
| SMART READING PROGRAM | ||||||
| 670 SUPERIOR CT STE 108 | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $15,000 |
| ST ANNE CATHOLIC SCHOOL | ||||||
| 1131 NE 10TH STREET | GRANTS PASS | OR | 97526 | NON PROFIT | GENERAL FUND | $115,000 |
| ST MARK'S EPISCOPAL CHURCH | ||||||
| 140 N OAKDALE AVE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $14,200 |
| ST MARY'S FUND | ||||||
| 816 BLACK OAK DRIVE | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $250,000 |
| ST VINCENT DE PAUL MEDFORD | ||||||
| PO BOX 1663 | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $25,000 |
| THE PREGNANCY CENTER | ||||||
| 2019 AERO WAY SUITE 103 | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $6,000 |
| WALKING TALL SOUTHERN OREGON | ||||||
| PO BOX 3789 | CENTRAL POINT | OR | 97502 | NON PROFIT | GENERAL FUND | $16,000 |
| WILDERNESS TRAILS INC | ||||||
| PO BOX 4655 | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| YOUTH 71 FIVE MINISTRIES | ||||||
| 529 EDWARDS ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $270,000 |
| YOUTH SYMPHONY OF SOUTHERN OREGON | ||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,573,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $933,069 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,829,572 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $767,933 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,829,572 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,701,002 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,530,574 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $18,162 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $21,674,628 | EOYBookValueAmt |
| EOYFMV | $21,674,627 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT COST | $10,463,689 | $37,021,093 |
| AT COST | $886,577 | $886,577 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,598 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VEHICLES | Desc |
| BOY Book Value | $45,877 | BOYBookValueAmt |
| EOY Book Value | $45,877 | EOYBookValueAmt |
| EOYFMV | $45,877 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $174 | $0 | $0 |
| MISCELLANEOUS | $100 | $0 | $0 |
| INSURANCE | $38,163 | $0 | $0 |
| RENTAL EXPENSES | $295,201 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,206,303 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $110,875 | BOYBookValueAmt |
| EOY Book Value | $104,392 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL SERVICES | $192,183 | $192,183 | $0 |
| OUTSIDE CONTRACTORS | $365 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY | $184,958 | $184,958 | $0 |
| PAYROLL | $6,128 | $0 | $0 |
| EXCISE TAX | $46,233 | $0 | $0 |