CARRICO FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CARRICO FAMILY FOUNDATION (EIN 46-1237162)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349101471
- Schema version
- 2015v2.1
- 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 Decreases 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 | 2016-11-14T12:14:26-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MONTE WILLIAMS | PreparerPersonNm |
| PTIN | P00033826 | PTIN |
| Phone | 5417797641 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,745,335 | 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 | $705,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $705,104 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $475,191 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $475,191 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $462,846 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $44 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,003 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,180,339 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,180,339 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,503 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,519 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $151,221 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $151,221 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $91,965 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $91,965 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,345 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $12,345 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,418 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,418 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $364 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,505 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $409,990 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $257,036 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,185,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,185,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,595,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $257,036 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,185,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$414,751 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $923,303 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,691,540 | CashBOYAmt |
| Cash EOY | $3,438,616 | CashEOYAmt |
| Cash EOYFMV | $3,438,616 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $493,425 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $368,458 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $493,425 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $493,425 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,840 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,378 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,378 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $14,642,393 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,344,241 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,344,241 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,151,825 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,351,798 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,351,798 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $50,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $115,877 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $115,877 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,906,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,745,335 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,745,335 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $886 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,675 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $886 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,675 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $23,905,170 | UnrestrictedBOYAmt |
| Unrestricted EOY | $32,727,660 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,905,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,727,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,906,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,745,335 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,905,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$414,751 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,855,060 | OtherIncreasesAmt |
| Subtotal | $33,345,479 | SubtotalAmt |
| Other Decreases | $617,819 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,727,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COAL MINE ROAD BOOK SALE | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2015-02-10 | AcquiredDt |
| Sold | 2015-03-19 | SoldDt |
| Gross Sales Price | $110,003 | GrossSalesPriceAmt |
| Cost Or Other Basis | $109,959 | CostOrOtherBasisAmt |
| Gain Or Loss | $44 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $44 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $582,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,336,506 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040596 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,437,137 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.012774 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,490 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,936 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.357757 | DistributionYr3Rt |
| Total Distribution | 0.411127 | TotalDistributionRt |
| Average Distribution | 0.137042 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,229,274 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,142,680 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,233 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,151,913 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,185,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,466 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,466 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,466 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $156 | EsPenaltyAmt |
| Overpayment | $1,378 | OverpaymentAmt |
| Applied To ES Tax | $1,378 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
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 | $91,503 | $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 | $17,587,732 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,126,388 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,975,498 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,689,618 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,689,618 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $460,344 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,229,274 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,511,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,511,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,466 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,466 | TotalTaxAmt |
| Distributable Before Adj | $1,492,998 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,492,998 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,492,998 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,185,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,185,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,185,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,492,998 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $332,358 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,185,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $332,358 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $852,742 | 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 | $640,256 | 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 (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS FOOD SHARE | ||||||
| P O BOX 4666 | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $15,000 |
| ADDICTION RECOVERY CENTER | ||||||
| 923 W MAIN ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $5,000 |
| ARC OF JACKSON COUNTY | ||||||
| 121 NORTH CENTRAL AVE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| ASHLAND YMCA | ||||||
| 540 YMCA WAY | ASHLAND | OR | 97520 | NON PROFIT | GENERAL FUND | $10,000 |
| BIOLA UNIVERSITY | ||||||
| 13800 BIOLA AVE | LA MIRADA | CA | 90639 | NON PROFIT | GENERAL FUND | $5,000 |
| BRITT FESTIVALS | ||||||
| PO BOX 1124 | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| CASA OF JACKSON COUNTY | ||||||
| 613 MARKET STREET | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $22,000 |
| CHILDRENS ADVOCACY CENTER OF JACKSON COUNTY | ||||||
| 816 W 10TH ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $20,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 31 W 6TH ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $7,500 |
| COMMUNITY WORKS | ||||||
| 201 W MAIN SUITE 3D | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| GIRL SCOUTS OF OREGON & SW WASHINGTON | ||||||
| 72 CENTENNIAL LOOP | EUGENE | OR | 97401 | NON PROFIT | GENERAL FUND | $5,000 |
| CRATERIAN THEATER | ||||||
| 23 S CENTRAL AVE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $5,000 |
| KIDS UNLIMITED | ||||||
| 821 N RIVERSIDE AVE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $500,000 |
| FAMILY NURTURING CENTER | ||||||
| 212 N OAKDALE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $50,000 |
| FAMILY SOLUTIONS | ||||||
| 358 S OAKDAILE AVE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $4,000 |
| GOSPEL RESCUE MISSION | ||||||
| 120 SE J ST | GRANTS PASS | OR | 97526 | NON PROFIT | GENERAL FUND | $10,000 |
| GUANACASTE DRY FOREST CONSERVATION FUND | ||||||
| 1024 COUNTRY CLUB DR | MORAGA | CA | 94556 | NON PROFIT | GENERAL FUND | $30,000 |
| HABITAT FOR HUMANITY | ||||||
| 2233 S PACIFIC HWY | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| HOPE EQUESTIAN | ||||||
| 716 RILEY RD | EAGLE POINT | OR | 97524 | NON PROFIT | GENERAL FUND | $10,000 |
| JPR FOUNDATION INC | ||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | NON PROFIT | GENERAL FUND | $5,000 |
| KID TIME | ||||||
| 106 N CENTRAL AVE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $25,000 |
| LACLINICA HEALTH CARE | ||||||
| 3617 S PACIFIC HWY | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| LIVING OPPORTUNITIES | ||||||
| PO BOX 1105 | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| MASLOW PROJECT | ||||||
| 500 MONROE STREET | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| MEDFORD YMCA | ||||||
| 522 W 6TH ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $15,000 |
| MT ASHLAND | ||||||
| 693 WASHINGTON ST | ASHLAND | OR | 97520 | NON PROFIT | GENERAL FUND | $10,000 |
| MUSCULAR DYSTOPHY | ||||||
| 1249 N RIVERSIDE AVE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $5,000 |
| ON TRACK | ||||||
| 221 W MAIN ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $25,000 |
| PLANNED PARENTHOOD | ||||||
| 125 S CENTRAL AVE 201 | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| PROVIDENCE COMMUNITY HEALTH FOUNDATION | ||||||
| 940 ROYAL AVE SUITE 410 | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $25,000 |
| ROGUE VALLEY FARM TO SCHOOL | ||||||
| PO BOX 898 | ASHLAND | OR | 97520 | NON PROFIT | GENERAL FUND | $5,000 |
| ROOTS AND WINGS COMMUNITY PRESCHOOL | ||||||
| 3703 INTERNATIONAL WAY | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $5,100 |
| RVCOG - MEALS ON WHEELS | ||||||
| PO BOX 3275 | CENTRAL POINT | OR | 97502 | NON PROFIT | GENERAL FUND | $3,000 |
| SAMARITAN'S PURSE | ||||||
| P O BOX 3000 | BOONE | NC | 28607 | NON PROFIT | GENERAL FUND | $5,000 |
| SCIENCE WORKS | ||||||
| 1500 E MAIN ST | ASHLAND | OR | 97520 | NON PROFIT | GENERAL FUND | $10,000 |
| SHEPARD OF THE VALLEY CATHOLIC CHURCH | ||||||
| 600 BEEBE RD | CENTRAL POINT | OR | 97502 | NON PROFIT | GENERAL FUND | $20,000 |
| SMART READING PROGRAM | ||||||
| 670 SUPERIOR CT STE 108 | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $10,000 |
| SALVATION ARMY MEDFORD CITADEL | ||||||
| 304 BEATTY ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $20,000 |
| SOUTHERN OREGON MUSIC FESTIVAL | ||||||
| PO BOX 1830 | JACKSONVILLE | OR | 97530 | NON PROFIT | GENERAL FUND | $5,000 |
| ST LABRE INDIAN SCHOOL | ||||||
| 1000 TONGUE RIVER RD | ASHLAND | MT | 59004 | NON PROFIT | GENERAL FUND | $1,000 |
| ST MARY'S FUND | ||||||
| 816 BLACK OAK DRIVE | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $55,000 |
| ST VINCENT DE PAUL | ||||||
| 2424 N PACIFIC HWY | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $15,000 |
| WILDERNESS TRAILS INC | ||||||
| 1600 SKY PARK DRIVE 216 | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $10,000 |
| WINTER SPRING | ||||||
| PO BOX 8169 | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| WOMEN'S CRISIS SUPPORT TEAM | ||||||
| 560 NE F ST STE A430 | GRANTS PASS | OR | 97526 | NON PROFIT | GENERAL FUND | $20,000 |
| YOUTH SYMPHONY OF SOUTHERN OREGON | ||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $12,500 |
| ASHLAND SUPPORTIVE HOUSING | ||||||
| 693 WASHINGTON ST SUITE B | ASHLAND | OR | 97520 | NON PROFIT | GENERAL FUND | $2,500 |
| OREGON SHAKESPEARE FESTIVAL | ||||||
| 15 S PIONEER ST | ASHLAND | OR | 97520 | NON PROFIT | GENERAL FUND | $10,000 |
| PATHWAY ENTERPRISES INC | ||||||
| 1600 SKY PARK DRIVE | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $10,000 |
| ROGUE COMMUNITY HEALTH | ||||||
| 19 MYRTLE ST | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $25,000 |
| ROGUE GALLERY & ART CENTER | ||||||
| 40 S BARTLETT ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $2,500 |
| ROGUE VALLEY SYMPHONY | ||||||
| 1875 ROGUE VALLEY HWY 99 N 7 | ASHLAND | OR | 97520 | NON PROFIT | GENERAL FUND | $5,000 |
| SOUTHERN OREGON HEAD START | ||||||
| 1001 BEALL LN | CENTRAL POINT | OR | 97502 | NON PROFIT | GENERAL FUND | $15,000 |
| ST MARY MAGDALEN CATHOLIC SCHOOL | ||||||
| 8615 7TH AVE SE | EVERETT | WA | 98208 | NON PROFIT | GENERAL FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,185,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $705,104 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $462,846 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $462,846 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $705,148 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,167,994 | 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 | $32,150 | 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 | $17,344,241 | EOYBookValueAmt |
| EOYFMV | $17,344,241 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $11,351,798 | BookValueAmt |
| EOYFMV | $11,351,798 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $9,519 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ESCROW DEPOSIT | $50,000 | $70,000 | $70,000 |
| VEHICLES | $0 | $45,877 | $45,877 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $617,819 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $165 | $0 | $0 |
| MEALS | $236 | $0 | $0 |
| BANK FEES | $87 | $87 | $0 |
| BUSINESS REGISTRATION FEES | $1,350 | $0 | $0 |
| INSURANCE | $17,511 | $0 | $0 |
| PENALTIES & FEES | $156 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL FUNDS DEPOSIT, CARRICO TRUST | Desc |
| Amt | $9,855,060 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $886 | BOYBookValueAmt |
| EOY Book Value | $17,675 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL SERVICES | CategoryTxt |
| Amt | $151,221 | Amt |
| Net Investment Income | $151,221 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY | $773 | $773 | $0 |
| PAYROLL | $558 | $558 | $0 |
| EXCISE | $88,757 | $88,757 | $0 |
| OTHER | $1,877 | $1,877 | $0 |