2023-10-10T17:16:08-05:00 2022-12-31 952302617 SINGERLEWAK LLP 1255 LEE ST SE SUITE 210 SALEM OR 97302 990 2022-01-01 931229227 LARRY AND JEANETTE EPPING FAMILY FOUNDATION C/O PIONEER TRUST BANK LARR 5033633136 PO BOX 2305 SALEM OR 97308 GARY J EPPING PRESIDENT 5033633136 2023-09-25 1 GARY EPPING 999009999 1 BRADLEY BINGENHEIMER P00357744 5035857751 2023-09-25 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z GARY J EPPING PO BOX 2305 SALEM OR 97308 40843529 0 X N/A X 1997 OR DISTRIBUTE MONEY AND PROPERTY TO SUPPORTED CHARITIES. 5 5 0 0 0 0 0 0 0 0 13308246 13229716 409737 469664 13717983 13699380 7655690 7029778 0 0 0 0 0 0 0 705592 539510 8361282 7569288 5356701 6130092 179042811 185139518 43259 5375 178999552 185134143 X THE CORPORATION IS ORGANIZED AND AT ALL TIMES SHALL OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF OUR SUPPORTED CHARITIES, ALL OF WHICH ARE NON-PROFIT ORGANIZATIONS DESCRIBED IN IRC SECTION 501(C)(3).THE SPECIFIC PURPOSES OF THE CORPORATION ARE TO SOLICIT, RECEIVE AND MAINTAIN GIFTS OF MONEY AND PROPERTY AND TO DISTRIBUTE MONEY AND PROPERTY ON BEHALF OF THE SUPPORTED CHARITIES AND TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES RELATED TO THE SUPPORTED CHARITIES. 0 0 2501472 2501472 THE SALEM FOUNDATION 1367892 1367892 OREGON COMMUNITY FOUNDATION 827400 827400 BOYS AND GIRLS CLUB OF SALEM 2333014 2333014 GRANTS:BLANCHET SCHOOL $450,000BOY SCOUTS OF AMERICA $250,000BENEDICTINE SISTERS OF MT. ANGEL $217,176ROMAN CATHOLIC ARCHDIOCESE OF PORTLAND $215,838SALEM CATHOLIC SCHOOLS FOUNDATION $825,000MT. ANGEL ABBEY $375,000 2333014 2333014 7029778 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 OR X MICHAEL S COMPTON PIONEER TRUST BANK 5033633136 PO BOX 2305 SALEM OR 97308 X GARY J EPPING PRESIDENT/DIRECTOR 1.00 X X 0 0 0 VERN L CAMERON VICE PRESIDENT/DIRECTOR 1.00 X X 0 0 0 MICHAEL COMPTON DIRECTOR 1.00 X 0 0 0 SHAWN ENGELBERG SECRETARY/TREASURER/DIRECT 1.00 X X 0 0 0 RON RUFENER DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 PIONEER TRUST BANK NA PO BOX 2305 SALEM OR 97308 ADMINISTRATION AND REAL PROPERTY MANAGEM 319504 1 3176755 3176755 1245759 776095 469664 469664 469664 34416015 2005000 25505875 862179 8910140 1142821 10052961 10052961 13699380 0 0 13699380 7029778 7029778 260 260 21300 21300 427479 427479 19128 19128 PROPERTY TAXES 47875 47875 FOREIGN TAXES 21018 21018 OTHER TAXES 2450 2450 7569288 7029778 539510 0 1 12579988 5110670 22873 88801 895591 224951 19935615 1039795 19300692 18895820 146243666 160819276 179042811 185139518 1856 1280 41403 4095 43259 5375 X 0 0 0 0 178999552 185134143 178999552 185134143 179042811 185139518 6130092 4499 0 X 0 0 0 X X 9 THE BOYS AND GIRLS CLUB OF SALEM MARIONPOLK COUNTIES INC 930581470 8 1 827400 0 THE SALEM FOUNDATION 936018523 10 1 2501472 0 BENEDICTINE SISTERS OF MT ANGEL 930387331 1 1 217176 0 BOY SCOUTS OF AMERICA CASCADE PACIFIC COUNCIL 221576300 8 1 250000 0 BLANCHET SCHOOL 931171184 2 1 450000 0 OREGON COMMUNITY FOUNDATION 237315673 8 1 1367892 0 SALEM CATHOLIC SCHOOLS FOUNDATION 930727839 2 1 825000 0 MT ANGEL ABBEY 930386869 1 1 375000 0 ROMAN CATHOLIC ARCHDIOCESE OF PORTLAND IN OREGON 930114100 1 1 215838 0 9 7029778 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1561340 819370 0 0 3985233 4422514 5546573 5241884 196927 197666 0 0 1305661 117939 4043985 4926279 209287343 192729853 330 -310 38772507 35457321 248060180 228186864 0 0 0 248060180 228186864 3720903 3422803 244339277 224764061 8551875 7866742 0 0 8551875 7866742 4043985 3437387 8551875 8551875 0 8551875 7029778 0 0 0 0 0 7029778 7029778 8551875 82.200000000000 8551875 0 0 0 0 0 2574023 2574023 0 2574023 0 0 7029778 0 5977852 1051926 0 0 1051926 0 0 0 0 1051926 PART IV., SECTION D, LINE 3 DIRECTOR MICHAEL COMPTON IS ALSO AN OFFICER AND DIRECTOR OF PIONEER TRUST BANK, N.A. WHICH IS THE TRUSTEE FOR THE SALEM FOUNDATION-ONE OF THE SUPPORTED ORGANIZATIONS. DIRECTOR COMPTON SERVES ON THE INVESTMENT COMMITTEE FOR THE LARRY AND JEANETTE EPPING FAMILY FOUNDATION AND DUE TO THE ROLES ON THE INVESTMENT COMMITTEE AND BOARD OF DIRECTORS, HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME AND ASSETS AT ALL TIMES DURING THE TAX YEAR. PART V, SECTION D, LINE 8 DISTRIBUTIONS TO RESPONSIVE ORGANIZATIONS WERE AS FOLLOWS: BENEDICTINE SISTERS OF MT ANGEL $217,176 BLANCHET SCHOOL $450,000 BOYS AND GIRLS CLUB OF SALEM $827,400 BOY SCOUTS OF AMERICA $250,000 MT ANGEL ABBEY $375,000 OREGON COMMUNITY FOUNDATION $1,367,892 ROMAN CATHOLIC ARCHDIOCESE OF PORTLAND $215,838 SALEM CATHOLIC SCHOOLS FOUNDATION $825,000 SALEM FOUNDATION $2,501,472 14350597 14350597 5585018 1039795 4545223 18895820 BONDS 52542901 C STOCKS 11879984 C MUTUAL FUNDS 81143972 C US TREASURY NOTES 15252419 C 160819276 OTHER LIABILITIES 4095 4095 1 ARCHBISHOP FRANCIS NORBERT BLANCHET SCHOOL 4373 MARKET ST NE SALEM OR 973012029 931171184 501(C)(3) 450000 0 GENERAL SUPPORT AND CAPITAL IMPROVEMENTS MT ANGEL ABBEY ONE ABBEY DRIVE ST BENEDICT OR 97373 930386869 501(C)(3) 375000 0 GENERAL SUPPORT, CAPITAL IMPROVEMENTS BOY SCOUTS OF AMERICA CASCADE PACIFIC COUNCIL 2145 SW NAITO PARKWAY PORTLAND OR 97201 221576300 501(C)(3) 250000 0 CAPITAL IMPROVEMENTS OREGON COMMUNITY FOUNDATION 1221 SW YAMHILL 100 PORTLAND OR 97205 237315673 501(C)(3) 1367892 0 CAPITAL IMPROVEMENTS, GENERAL SUPPORT AND SCHOLARSHIPS SALEM CATHOLIC SCHOOLS FOUNDATION 2009 STATE ST SALEM OR 973014349 930727839 501(C)(3) 825000 0 TUITION ASSISTANCE AND CAPITAL IMPROVEMENTS BENEDICTINE SISTERS OF MT ANGEL 840 S MAIN ST MT ANGEL OR 97362 930387331 501(C)(3) 217176 0 CAPITAL IMPROVEMENTS AND GENERAL SUPPORT ROMAN CATHOLIC ARCHDIOCESE OF PORTLAND IN OREGON 2838 E BURNSIDE ST PORTLAND OR 972141895 930114100 501(C)(3) 215838 0 CAPITAL IMPROVEMENTS AND GENERAL SUPPORT THE BOYS AND GIRLS CLUB OF SALEM MARION AND POLK COUNTIES INC 1395 SUMMER ST NE SALEM OR 972141895 930581470 501(C)(3) 827400 0 CAPITAL IMPROVEMENTS AND GENERAL SUPPORT THE SALEM FOUNDATION PO BOX 2305 SALEM OR 973082305 936018523 501(C)(3) 2501472 0 GENERAL SUPPORT AND CAPITAL IMPROVEMENTS 9 FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIPS: GARY EPPING AND SHAWN ENGELBERG. FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATIONAL FORM 990 IS SUBMITTED TO THE FULL BOARD FOR REVIEW AND THEN TO LEGAL COUNSEL FOR FINAL REVIEW OR TO ADDRESS ANY QUESTION THE BOARD MAY HAVE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRES ARE REVIEWED ANNUALLY AND APPROPRIATE ACTION TAKEN IF NECESSARY. FORM 990, PART VI, SECTION C, LINE 18 THE INFORMATIONAL FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.