CARRICO FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CARRICO FAMILY FOUNDATION (EIN 46-1237162)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201503179349101510
- Schema version
- 2014v5.0
- 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 Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T13:42:05-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-12 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,906,056 | 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 | $532,351 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $532,351 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $640,315 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $640,315 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $640,315 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,375,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,402,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,375,767 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,438 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,438 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,549,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,549,871 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $59,858 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,425 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,172 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,172 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $27 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,522 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,522 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $340 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,159 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,934 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,616 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $156,887 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,310 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $582,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $582,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $738,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,310 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $582,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,810,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,512,561 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,240 | CashBOYAmt |
| Cash EOY | $1,691,540 | CashEOYAmt |
| Cash EOYFMV | $1,691,540 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $368,458 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $3,725,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $368,458 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $368,458 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $1,840 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,840 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,176,719 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,642,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,642,393 | CorporateStockEOYFMVAmt |
| Land Bldg Investments BOY | $350,000 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $20,326,278 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,151,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,151,825 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $50,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $50,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,600,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,906,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,906,056 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $791 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $886 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $791 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $886 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $25,599,446 | UnrestrictedBOYAmt |
| Unrestricted EOY | $23,905,170 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,599,446 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,905,170 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,600,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,906,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,599,446 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,810,984 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,410,430 | SubtotalAmt |
| Other Decreases | $4,505,260 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,905,170 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SAN RAFAEL LOT | D | 2013-06-12 | 2014-11-06 | $450,000 | $352,158 | $97,842 | $97,842 |
| SALE GROCERY OUTLET | D | 2013-12-17 | 2014-11-04 | $6,200,000 | $5,009,519 | $1,190,481 | $1,190,481 |
| COWBARN APPTS | D | 2013-06-12 | 2014-05-31 | $2,752,000 | $1,664,556 | $1,087,444 | $1,087,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,375,767 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,437,137 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.012774 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,490 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,936 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.357757 | DistributionYr2Rt |
| Total Distribution | 0.370531 | TotalDistributionRt |
| Average Distribution | 0.185266 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,877,964 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,274,253 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35,126 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,309,379 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $582,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70,251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $70,251 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $40 | EsPenaltyAmt |
| Tax Due | $70,291 | 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 | 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 | $19,977 | $0 | $0 |
| JAMES LOWMAN | ||||||||
| 839 ALDER CREEK DR | MEDFORD | OR | 97504 | DIRECTOR/SECRETARY | 5.00 | $39,881 | $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 | $6,305,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $676,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,982,705 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,982,705 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,741 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,877,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $343,898 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $343,898 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,251 | TotalTaxAmt |
| Distributable Before Adj | $273,647 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $273,647 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $273,647 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $582,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $582,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $582,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $273,647 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $267,784 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $582,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $267,784 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $273,647 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,569 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,569 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,569 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $40,569 | ExcessFromCurrentYearAmt |
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 (46 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 | $25,000 |
| BIOLA UNIVERSITY | ||||||
| 13800 BIOLA AVE | LA MIRADA | CA | 90639 | NON PROFIT | GENERAL FUND | $5,000 |
| CHILDRENS ADVOCACY CENTER OF JACKSON COUNTY | ||||||
| 816 W 10TH STt | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $25,000 |
| GUANACASTE DRY FOREST CONSERVATION FUND | ||||||
| 1024 COUNTRY CLUB DR | MORAGA | CA | 94556 | NON PROFIT | GENERAL FUND | $30,000 |
| ARC OF JACKSON COUNTY | ||||||
| 121 NORTH CENTRAL AVE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| MASLOW PROJECT | ||||||
| 500 MONROE STREET | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| MUSCULAR DYSTOPHY | ||||||
| 1249 N RIVERSIDE AVE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $7,000 |
| PROVIDENCE COMMUNITY HEALTH FOUNDATION | ||||||
| 940 ROYAL AVE SUITE 410 | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $25,000 |
| SAMARITAN'S PURSE | ||||||
| P O BOX 3000 | BOONE | NC | 28607 | NON PROFIT | GENERAL FUND | $5,000 |
| ASHLAND YMCA | ||||||
| 540 YMCA WAY | ASHLAND | OR | 97520 | NON PROFIT | GENERAL FUND | $10,000 |
| ST MARY'S FUND | ||||||
| 816 BLACK OAK DRIVE | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $25,000 |
| 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 | $25,000 |
| COMMUNITY HEALTH CENTER | ||||||
| 900 E MAIN STREET | MEDFORD | OR | 97504 | NON PROFIT | GENERAL FUND | $10,000 |
| COMMUNITY WORKS | ||||||
| 201 W MAIN SUITE 3D | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| COYOTE TRAILS | ||||||
| 3931 S PACIFIC HWY | MEDFORD | OR | 97520 | NON PROFIT | GENERAL FUND | $10,000 |
| CRATERIAN THEATER | ||||||
| 23 S CENTRAL AVE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $5,000 |
| DOWNS SYNDROME ASSOC OF SOUTHERN OREGON | ||||||
| 33 N CENTRAL AVE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $5,000 |
| FAMILY NURTURING CENTER | ||||||
| 212 N OAKDALE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $60,000 |
| FAMILY SOLUTIONS | ||||||
| 358 S OAKDAILE AVE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $7,000 |
| GOSPEL RESCUE MISSION | ||||||
| 120 SE J ST | GRANTS PASS | OR | 97526 | NON PROFIT | GENERAL FUND | $10,000 |
| HABITAT FOR HUMANITY | ||||||
| 2233 S PACIFIC HWY | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $20,000 |
| HOPE EQUESTIAN | ||||||
| 716 RILEY RD | EAGLE POINT | OR | 97524 | NON PROFIT | GENERAL FUND | $5,000 |
| 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 | $24,000 |
| 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 |
| MEDFORD YMCA | ||||||
| 522 W 6TH ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| MT ASHLAND | ||||||
| 693 WASHINGTON ST | ASHLAND | OR | 97520 | NON PROFIT | GENERAL FUND | $10,000 |
| NORTH MOUNTAIN PARK NATURE CENTER | ||||||
| 620 N MOUNTAIN AVE | ASHLAND | OR | 97520 | NON PROFIT | GENERAL FUND | $3,000 |
| PLANNED PARENTHOOD | ||||||
| 125 S CENTRAL AVE 201 | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $7,000 |
| 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 | $8,000 |
| RVCOG - MEALS ON WHEELS | ||||||
| PO BOX 3275 | CENTRAL POINT | OR | 97502 | NON PROFIT | GENERAL FUND | $7,000 |
| 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 |
| SOUTHERN OREGON HISTORICAL SOCIETY | ||||||
| 106 N CENTRAL AVE | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $5,000 |
| 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 | $2,000 |
| ST VINCENT DE PAUL | ||||||
| 2424 N PACIFIC HWY | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $20,000 |
| WILDLIFE IMAGES REHAB & EDUC CENTER | ||||||
| PO BOX 36 | MERLIN | OR | 97532 | NON PROFIT | GENERAL FUND | $2,000 |
| WINTER SPRING | ||||||
| PO BOX 8169 | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $15,000 |
| 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 | $10,000 |
| ADDICTION RECOVERY CENTER | ||||||
| 923 W MAIN ST | MEDFORD | OR | 97501 | NON PROFIT | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $582,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $532,351 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $640,315 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,438 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,375,767 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $640,315 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,909,556 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,549,871 | 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 | $50,450 | 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 | $14,642,393 | EOYBookValueAmt |
| EOYFMV | $14,642,393 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,151,825 | BookValueAmt |
| EOYFMV | $7,151,825 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,425 | 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 | ESCROW DEPOSIT | Desc |
| EOY Book Value | $50,000 | EOYBookValueAmt |
| EOYFMV | $50,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENTS TO BASIS PER ESTATE ATTORNEY | $4,269,487 |
| UNREALIZED GAIN/LOSS | $235,773 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEES | $1,440 | $1,440 | $0 |
| POSTAGE | $88 | $0 | $0 |
| MEALS | $153 | $0 | $0 |
| BANK FEES | $176 | $176 | $0 |
| OTHER COSTS | $19 | $0 | $0 |
| OUTSIDE CONTRACT SERVICES | $675 | $0 | $0 |
| SUPPLIES | $25 | $0 | $0 |
| MILEAGE REIMBURSEMENT | $531 | $0 | $0 |
| BUSINESS REGISTRATION FEE | $1,970 | $0 | $0 |
| TAXES | $1,857 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Revenue And Expenses Per Books | $1,438 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,438 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,438 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $791 | BOYBookValueAmt |
| EOY Book Value | $886 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL SERVICES | CategoryTxt |
| Amt | $33,172 | Amt |
| Net Investment Income | $33,172 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY | $2,243 | $2,243 | $0 |
| PAYROLL | $279 | $279 | $0 |