2024-11-14T15:39:00-06:00 2023-12-31 930954337 TALBOT KORVOLA & WARWICK LLP 14945 SW SEQUOIA PKWY STE 150 PORTLAND OR 97224 990 2023-01-01 936022916 BENTON COMMUNITY FOUNDATION BENT 5417531603 PO BOX 911 CORVALLIS OR 97339 JULIE MANNING 2023 BOARD CHAIR 5417531603 2024-11-13 1 0 JASON R ORME P00295966 5032742849 X 2023 2024-10-15 13:58:12Z CHRIS QUAKA PO BOX 911 CORVALLIS OR 97339 4634260 0 X WWW.BCFGIVES.ORG X 1953 OR OUR MISSION IS TO ENHANCE OUR COMMUNITY THROUGH PHILANTHROPY. 14 14 7 75 0 0 3377891 3015064 0 0 526598 626725 49001 37180 3953490 3678969 1538381 1543072 0 0 435946 497978 0 0 182424 333026 431781 2307353 2472831 1646137 1206138 30122190 34939617 3432453 4189595 26689737 30750022 THE FOUNDATION'S MISSION IS TO ENHANCE OUR COMMUNITY THROUGH PHILANTHROPY. 0 0 1314172 1314172 SUPPORT COMMUNITY CHARITABLE ACTIVITIES, ORGANIZATIONS, AND FACILITIES. APPROXIMATELY 119 PROGRAMS SERVED. LARGER GRANTS ARE DESCRIBED IN DETAIL AT SCHEDULE I, PART II. 228900 228900 THERE WERE 77 SCHOLARSHIP RECIPIENTS. SCHOLARSHIPS ARE DESCRIBED IN DETAIL AT SCHEDULE I, PART II. 1543072 1 1 0 0 0 1 0 1 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X X X JESS JACOBS - BENTON COMMUNITY FOUN 5417531603 257 SW MADISON AVE CORVALLIS OR 97333 ILENE KLEINSORGE DIRECTOR 2.00 X 0 0 0 JULIE MANNING CHAIR 5.00 X X 0 0 0 SUSAN POOLE DIRECTOR 2.00 X 0 0 0 XANTHIPPE AUGEROT DIRECTOR 2.00 X 0 0 0 CAMERON HOWELL VICE CHAIR 2.00 X X 0 0 0 TAMMY BRAY DIRECTOR 2.00 X 0 0 0 TOM GALLAGHER DIRECTOR 2.00 X 0 0 0 TONY LAPIZ DIRECTOR 2.00 X 0 0 0 JUSTIN WIRTH SECRETARY 2.00 X X 0 0 0 MALCOLM LEMAY DIRECTOR 2.00 X 0 0 0 DIANA SIMPSON GODFREY DIRECTOR 2.00 X 0 0 0 NICOLE WALLACE TREASURER 2.00 X X 0 0 0 REBECCA BADGER DIRECTOR 2.00 X 0 0 0 MAMTA CHOWDHURY DIRECTOR 2.00 X 0 0 0 CHRISTOPHER QUAKA PRESIDENT/CEO 40.00 X 131344 0 7881 131344 0 7881 1 0 0 0 0 3015064 939201 3015064 679976 679976 853844 907095 -53251 -53251 -53251 58580 48196 10384 10384 AGENCY MANAGEMENT FEES 541610 26796 26796 26796 3678969 26796 0 637109 1314172 1314172 228900 228900 131344 65672 65672 263693 176139 87554 23968 14774 9194 45542 45542 33431 33431 55613 55613 3219 3219 68369 68369 53844 53844 20 20 20004 20004 10561 10561 21058 21058 33594 33594 21710 21710 15496 15496 58688 58688 5303 5303 6820 6820 MEMBERSHIPS 25622 25622 BUILDING ACQUISITION EX 25560 25560 EXPENSES TO BE CHARGED 2321 2321 POSTAGE & BOX FEES 2245 2245 1734 1734 2472831 1543072 747335 182424 310000 869363 1247481 405042 318873 1175007 17643 1153018 1157364 27690392 31899109 4375 6790 30122190 34939617 46722 6989 2200 2349839 3180067 1033692 1002539 3432453 4189595 X 999810 1109192 25689927 29640830 26689737 30750022 30122190 34939617 1206138 2861801 -7654 0 X X 0 1 X 1 0 X 1941426 2148909 2013815 3377891 3015064 12497105 1941426 2148909 2013815 3377891 3015064 12497105 3143694 9353411 797043 496648 752855 637169 679976 3363691 6609 6477 11278 15429 37180 76973 15937769 0.58690 0.54710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27 915441 482166 4074878 1 1 X X 0 0 1 X 26139602 2604043 3248122 1543072 2321 514876 29931498 29822169 3274309 -4918635 1538381 1277 498583 26139602 26360040 1871341 3212409 1204215 2200 415206 29822169 23525406 1656196 2670821 1269104 1479 221800 26360040 18555492 2610637 3464135 828925 7244 268689 23525406 0.00970 0.99030 0 0 719111 719111 447738 15932 431806 8158 1711 6447 1157364 X 6508326 2861801 2861801 3646525 32444 32444 3678969 2440387 48196 48196 2392191 80640 80640 2472831 PART III, LINE 4: THE DONATED SCULPTURE IS THE PROTOTYPE FOR A SCULPTURE ON DISPLAY IN ONE OF THE COMMUNITY'S PARKS. THE SCULPTURE REPRESENTS THE COMMUNITY'S VALUES AND HISTORY. THE DONORS REQUESTED THAT IT BE ON PERMANENT DISPLAY IN THE FOUNDATION'S OFFICE. THIS IS THE ONLY ARTWORK OWNED BY THE FOUNDATION. PART IV, LINE 2B: VARIOUS NOT-FOR-PROFIT ORGANIZATIONS (NFPO) HAVE TRANSFERRED FUNDS TO THE FOUNDATION AND EACH SUCH NFPO SPECIFIED ITSELF AS THE BENEFICIARY OF SAID FUND. THE FASB ASC TOPIC 958-20 NOT-FOR-PROFIT ENTITIES (FAS-136) ESTABLISHES ACCOUNTING AND REPORTING STANDARDS FOR TRANSACTIONS IN WHICH A NOT-FOR-PROFIT ORGANIZATION TRANSFERS TO ANOTHER ORGANIZATION (THE RECIPIENT ORGANIZATION) AND SPECIFIES ITSELF AS THE BENEFICIARY. PURSUANT TO THIS PRONOUNCEMENT, THE AGENCY ENDOWMENTS RECEIVED BY THE FOUNDATION ARE CONSIDERED LIABILITIES, RATHER THAN NET ASSETS OF THE FOUNDATION. PART X, LINE 2: EXCERPT FROM THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND COMPARABLE STATE LAW. ADDITIONALLY, THE INTERNAL REVENUE SERVICE HAS DETERMINED THE FOUNDATION IS NOT A PRIVATE FOUNDATION. MANAGEMENT BELIEVES THAT NO MATERIAL ACTIVITY OF THE FOUNDATION WOULD QUALIFY AS UNRELATED BUSINESS INCOME, AND ACCORDINGLY, BE TAXED TO THE FOUNDATION. THE TAX YEARS THAT REMAIN OPEN FOR EXAMINATION BY THE APPROPRIATE TAXING AUTHORITIES FOR THE FOUNDATION AS OF DECEMBER 31, 2023 ARE 2022, 2021, AND 2020, GENERALLY THREE YEARS FROM THE DATE THE RETURN WAS FILED. THE FOUNDATION FOLLOWS THE PROVISIONS OF THE FASB ASC TOPIC INCOME TAXES. MANAGEMENT EVALUATED THE FOUNDATION TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS TOPIC. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY MANAGEMENT FEES 26,796. FUNDRAISING EVENT EXPENSES -48,196. INVESTMENT EXPENSE 53,844. PART XII, LINE 2D - OTHER ADJUSTMENTS: AGENCY MANAGEMENT FEES 48,196. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSE 53,844. AGENCY MANAGEMENT FEES 26,796. FORKS & CORKS 58580 58580 1920 4447 25877 12807 3145 58580 58580 1920 4447 25877 12807 3145 48196 10384 1 STRENGTHENING RURAL FAMILIES 535 S 19TH ST 162 PHILOMATH OR 97370 202934930 501(C)(3) 54890 0 INVESTING IN RURAL YOUTH ABC HOUSE PO BOX 68 ALBANY OR 97321 931163555 501(C)(3) 20000 0 CHILD ABUSE PREVENTION TRAINING OUTREACH, OPERATIONS ALSEA COMMUNITY EFFORT PO BOX 281 ALSEA OR 97324 931306530 501(C)(3) 10000 0 SUPPLIES AND OPERATIONS ASHBROOK INDEPENDENT SCHOOL 4045 SW RESEARCH WAY CORVALLIS OR 97333 931131186 GOVERNMENT 10000 0 GENERAL PURPOSES BENTON 4-H CLUB 4077 SW RESEARCH WAY CORVALLIS OR 97333 930852846 501(C)(3) 5000 0 GENERAL PURPOSES BENTON COUNTY HISTORICAL SOCIETY PO BOX 35 PHILOMATH OR 97370 930784998 501(C)(3) 22458 0 OPERATIONS; YOUTH & FAMILY PROGRAMS; FIELD TRIPS IN SPANISH BENTON HABITAT FOR HUMANITY PO BOX 1551 CORVALLIS OR 97339 931040496 501(C)(3) 5091 0 HOME REPAIR INITIATIVE & FUTURE FAMILY HOMES BLACK OREGON LAND TRUST 39062 EAST KNIERIEM ROAD CORVALLIS OR 97019 856576948 501(C)(3) 30000 0 LAND ACQUISITION BOYS & GIRLS CLUB OF CORVALLIS 1112 NW CIRCLE BLVD CORVALLIS OR 97330 237153987 501(C)(3) 44955 0 YOUTH CAREER TRAINING, OPERATIONS, YOUTH PROGRAMMING, K-6 ENRICHMENT, YOUTH ARTS PROGRAM CASA-VOICES FOR CHILDREN 129 NW 4TH STREET B CORVALLIS OR 97330 943265415 501(C)(3) 7000 0 SUCCESS AND EQUITY FOR YOUTH IN CARE; ADVOCACY - SUPPORTIN THE WHO CASCADE PACIFIC RESOURCE CONSERVATION & DEVELOPMENT PO BOX 2860 CORVALLIS OR 97339 930722979 501(C)(3) 30000 0 TO SUPPORT TARWEED FOLD SCHOOL CENTER AGAINST RAPE AND DOMESTIC VIOLENCE PO BOX 914 CORVALLIS OR 97339 930792125 501(C)(3) 5000 0 OPERATIONS CHINTIMINI WILDLIFE CENTER 311 NW LEWISBURG AVE CORVALLIS OR 93010 943085445 501(C)(3) 5000 0 YOUTH PROGRAMMING CHURCH OF THE GOOD SAMARITAN 333 NW 35TH ST CORVALLIS OR 97330 930454775 501(C)(3) 16305 0 OPERATIONS CITY OF CORVALLIS PARKS & RECREATION 1310 SW AVERY AVE CORVALLIS OR 97333 936002145 GOVERNMENT 10327 0 FOR 1) SWIMMING LESSONS FOR PERSONS OF ALL AGES: 2) FACILITIES, INSTRUCTION AND EQUIPMENT TO EDUCATE AND PROVIDE THERAPY TO THE HANDICAPPED INDIVIDUAL ; AND/OR 3) EQUIPMENT TO ENHANCE EFFECTIVENESS IN THE ABOVE 2. COMMUNITY FOUNDATION OF DICKINSON COUNTY PO BOX 73 ABILENE KS 67410 481214850 501(C)(3) 10000 0 TO SUPPORT THE ABILENE STRINGS FUND - ARTS AND CULTURE COMMUNITY OUTREACH INC 865 NW REIMAN AVE CORVALLIS OR 97330 930602094 501(C)(3) 80000 0 CHILDREN IN SHELTER, TO SUPPORT MARI'S PLACE CORVALLIS - BENTON COUNTY PUBLIC LIBRARY FOUNDATION 645 NW MONROE AVE CORVALLIS OR 97330 930933948 501(C)(3) 12595 0 RENOVATIONS AND OPERATIONS CORVALLIS COMMUNITY BAND 1684 NW CREST PLACE CORVALLIS OR 97330 870688838 501(C)(3) 10000 0 FOR THE ENDOWMENT CORVALLIS MULTICULTURAL LITERACY CENTER 2638 NW JACKSON AVE CORVALLIS OR 97330 412097467 501(C)(3) 5700 0 CIVIC ENGAGEMENT WITH UNDERREPRESENTED POPULATIONS CORVALLIS PUBLIC SCHOOLS FOUNDATION 1555 SW 35TH ST CORVALLIS OR 97333 931208608 501(C)(3) 25000 0 BASIC NEEDS OF STUDENTS; SUMMER CARE AND CONNECT, SPECIAL EDUCATION CORVALLIS-BENTON COUNTY LIBRARY 645 NW MONROE AVE CORVALLIS OR 97330 936002145 GOVERNMENT 12595 0 TO PURCHASE BOOKS OF CIRCULATING MATERIALS WHICH ARE THE SUCCESSORS TO BOOKS FOR ALL AGES DIAL-A-BUS INC 4077 SW RESEARCH WAY CORVALLIS OR 97333 264836268 501(C)(3) 8000 0 EXPANDING FLEET TO MEET POST-PANDEMIC COMMUNITY NEEDS FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST 4515 SW WEST HILLS ROAD CORVALLIS OR 97333 930520107 501(C)(3) 10000 0 GENERAL CHARITABLE PURPOSES GOOD SAMARITAN HOSPITAL FOUNDATION 3600 NW SAMARITAN DRIVE CORVALLIS OR 97330 237252406 501(C)(3) 15000 0 TO BE USED FOR MENTAL HEALTH CARE FOR CHILDREN UNDER AGE 18 GRACE CENTER FOR ADULT DAY SERVICES INC 980 NW SPRUCE AVE CORVALLIS OR 97330 930839745 501(C)(3) 57040 0 OPERATIONS HEARTLAND HUMANE SOCIETY PO BOX 1184 CORVALLIS OR 97339 930574297 501(C)(3) 10000 0 OPERATIONS HOME LIFE INC 2068 NW FILMORE ST CORVALLIS OR 97330 237230042 501(C)(3) 10000 0 FOR GENERAL CHARITABLE PURPOSES HUNTERS OF COLOR 6620 PETTIBONE DR CORVALLIS OR 97330 853480850 501(C)(3) 8000 0 HUNTERS OF COLOR OREGON JENI'S PLACE - ALSEA FOOD BANK 18595 ALSEA HWY ALSEA OR 97324 930876193 501(C)(3) 5000 0 OPERATIONS LINN-BENTON FOOD SHARE PO BOX 1920 COVALLIS OR 97339 931099406 501(C)(3) 10000 0 FOR GENERAL PURPOSES MID-VALLEY STEM-CTE HUB 6500 PACIFIC BLVD SW CC-212 ALBANY OR 97321 930561307 501(C)(3) 11120 0 STEM K-12 INTEGRATION PROJECT MYTH MEDIA PO BOX 31083 PORTLAND OR 97231 431957038 501(C)(3) 32000 0 PROVIDE OPERATION SUPPORT TO REWILD PORTLAND PROGRAM OPERATIONS (MYTH MEDIA IS THE FISCAL SPONSOR) OLD MILL CENTER FOR CHILDREN & FAMILIES 1650 SW 45TH PL CORVALLIS OR 97333 930722603 501(C)(3) 30000 0 OPERATIONS AND EQUITABLE KINDERGARTEN PREPARATION AND WEEKLY RESPITE SERVICES OREGON CASCADES WEST COUNCIL OF GOVERNMENTS 1400 QUEEN AVE SE 201 ALBANY OR 97322 930584306 GOVERNMENT 5000 0 STAND BY ME - BENTON COUNTY EXPANSION PROJECT OREGON CASCADES WEST SENIOR SERVICES FOUNDATION 1400 QUEEN AVENUE SE STE 206 ALBANY OR 97322 931213218 501(C)(3) 5000 0 OPERATIONS FOR MEALS ON WHEELS PROGRAM OSU COLLEGE OF EARTH OCEAN AND ATMOSPHERIC SCIENCES 104 CEOAS ADMINISTRATION BLDG CORVALLIS OR 97331 481278540 GOVERNMENT 108988 0 GRADUATE STUDENT RECRUITMENT OSU FOUNDATION 4238 SW RESEARCH WAY CORVALLIS OR 97333 936022772 GOVERNMENT 10000 0 TO BE ADDED TO THE BRUCE STARKER MEMORIAL FUND, TO BE USED FOR TRAVEL, RESEARCH & SCHOLARSHIPS PEACEHEALTH SACRED HEART MEDICAL CENTER FOUNDATION PO BOX 10905 EUGENE OR 97440 936026548 501(C)(3) 10000 0 FOR THE SPRINGFIELD, OREGON NEO-NATAL INTENSIVE CARE UNIT PSD 17J-PHILOMATH COMMUNITY POOL 1620 APPLEGATE ST PHILOMATH OR 97370 936000208 GOVERNMENT 50209 0 PHILOMATH SWIMMING POOL OPERATIONS, YOUTH PROGRAMMING SMART READING 101 SW MARKET ST PORTLAND OR 97201 931051724 501(C)(3) 7500 0 SMART READING IN BENTON COUNTY SOUTH BENTON COMMUNITY ENHANCEMENT- ART IN THE PARK PO BOX 1512 MONROE OR 97456 931254206 501(C)(3) 5000 0 YOUTH PROGRAMMING SOUTH BENTON FOOD PANTRY 650 ORCHARD ST MONROE OR 97456 463567773 501(C)(3) 113000 0 OPERATIONS; FOR FACILITY INFRASTRUTUE; TO SUPPORT SENIOR NUITRITION, SUPPORTIN GFOOD PANTRY CONSTRUCTION AND KITCHEN SUPPLIES, FOOD PANTRY REBUILD SOUTH CORVALLIS FOOD BANK 1798 SW 3RD ST CORVALLIS OR 97333 141938201 501(C)(3) 5000 0 EMERGENCY FOOD BOXES SOUTHSIDE YOUTH OUTREACH INC 2065 SE DEBORD ST CORVALLIS OR 97333 260226994 501(C)(3) 23341 0 OPERATIONS STONE SOUP CORVALLIS INC PO BOX 2381 CORVALLIS OR 97339 462438435 501(C)(3) 10000 0 PROGRAMMATIC SUPPORT THE ARTS CENTER 700 SW MADISON AVE CORVALLIS OR 97333 936027995 501(C)(3) 16000 0 THE ART CENTER OPERATIONS, PROCURING LOCALLY CREATED ART, ROTARY HALF MARATHON GRANT THE CORVALLIS CLINIC FOUNDATION 444 NW ELKS DRIVE CORVALLIS OR 97333 936021898 501(C)(3) 10000 0 TO BE USED FOR PROJECT H.E.R. TRILLIUM FAMILY SERVICES 3415 SE POWELL BLVD PORTLAND OR 97202 930386966 501(C)(3) 6118 0 SUPPORT FOR SCHOOL-BASED PROGRAMS, AND INPATIENT AND OUTPATIENT CARE TSUGA COMMUNITY COMMISSION 10890 SW 83RD AVE TIGARD OR 97223 274287533 501(C)(3) 10000 0 VETERANS ANVETERANS AND MILITARY VINA MOSES CENTER 968 NW GARFIELD AVE CORVALLIS OR 97330 930615775 501(C)(3) 10000 0 SUPPORT FOR SCHOOL CHILDREN; VOLUNTEERS FOR VINA WE CARE 125 NW 10TH ST CORVALLIS OR 97330 930822417 501(C)(3) 6496 0 OPERATIONS WHITESIDE THEATRE FOUNDATION 361 SW MADISON AVE CORVALLIS OR 97333 261931455 501(C)(3) 5000 0 DAY TIME DROP-IN FILM 53 0 SCHOLARSHIPS TO VARIOUS COLLEGES OR UNIVERSITIES 90 228900 PART I, LINE 2: PART IV - ADDITIONAL INFORMATION PART I LINE 2 EACH GRANT OR SCHOLARSHIP APPLICANT MUST SUBMIT AN APPLICATION TO THE FOUNDATION FOR REVIEW. THE APPLICATION IS REVIEWED BY THE FOUNDATION'S BOARD OF DIRECTORS OR A COMMITTEE APPOINTED BY THE FOUNDATION'S BOARD. COMMITTEES INCLUDE AT LEAST ONE BOARD MEMBER AND SELECTED MEMBERS FROM THE COMMUNITY. SCHOLARSHIPS NOT USED FOR INTENDED PURPOSES ARE RETURNED TO THE FOUNDATION. X 2 910204 MARKET PRICE X MISCELLANEOUS 2 28997 MARKET PRICE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FORWARDED FOR REVIEW BY THE PRESIDENT/CEO; FINANCE COMMITTEE; AND FULL BOARD. UPON RECOMMENDATION OF THE PRESIDENT/CEO AND FINANCE COMMITTEE, THE 990 IS SLATED FOR REVIEW AND APPROVAL AT A REGULARLY SCHEDULED MEETING OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICT POLICY: A COPY OF THE CONFLICT OF INTEREST POLICY IS FURNISHED TO EACH DIRECTOR, OFFICER AND STAFF MEMBER. THE POLICY AND ITS APPLICATION IS REVIEWED ANNUALLY BY THE BOARD AND MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 AN EXECUTIVE COMPENSATION REVIEW COMMITTEE INDEPENDENTLY DETERMINES COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE UPON REQUEST; IT IS ALSO AVAILABLE ON GUIDESTAR AND ON THE FOUNDATION'S WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990 PART XII LINE 2C THIS RETURN INCLUDES A 2022 DEPRECIATION ADJUSTMENT OF $7,654.