2024-09-23T19:07:01-05:00 2023-12-31 952302617 SINGERLEWAK LLP 1255 LEE ST SE SUITE 210 SALEM OR 97302 990 2023-01-01 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 2024-09-13 1 1 BRADLEY BINGENHEIMER P00357744 5035857751 2024-09-13 2023 2024-08-08 14:25:15Z GARY J EPPING PO BOX 2305 SALEM OR 97308 27703219 0 X N/A X 1997 OR DISTRIBUTE MONEY AND PROPERTY TO SUPPORTED CHARITIES. 5 5 0 0 0 0 0 0 0 0 13229716 6502769 469664 349888 13699380 6852657 7029778 7387985 0 0 0 0 0 0 0 539510 524901 7569288 7912886 6130092 -1060229 185139518 184126149 5375 11972 185134143 184114177 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 2840478 2840478 THE SALEM FOUNDATION 1151971 1151971 OREGON COMMUNITY FOUNDATION 855000 855000 SALEM CATHOLIC SCHOOLS FOUNDATION 2540536 2540536 GRANTS:BOYS AND GIRLS CLUB OF SALEM $775,000MT. ANGEL ABBEY $475,000BLANCHET SCHOOL $450,000BOY SCOUTS OF AMERICA, CASCADE PACIFIC COUNCIL $435,000ROMAN CATHOLIC ARCHDIOCESE OF PORTLAND $239,404BENEDICTINE SISTERS OF MT. ANGEL $166,132 2540536 2540536 7387985 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 5 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 300580 1 4073221 4073221 1269243 919355 349888 349888 349888 20875755 1485000 17595477 2335730 3280278 -850730 2429548 2429548 6852657 0 0 6852657 7387985 7387985 23400 23400 409441 409441 26810 26810 PROPERTY TAXES 31665 31665 FOREIGN TAXES 25952 25952 OTHER TAXES 7633 7633 7912886 7387985 524901 0 1 5110670 2178951 88801 82210 224951 205277 17701637 1236800 18895820 16464837 96870352 160819276 66824521 0 1500000 185139518 184126149 1280 7869 4095 4103 5375 11972 X 0 0 0 0 185134143 184114177 185134143 184114177 185139518 184126149 X -1060229 40263 X 0 0 0 X X 9 THE BOYS AND GIRLS CLUB OF SALEM MARIONPOLK COUNTIES INC 930581470 8 1 775000 0 THE SALEM FOUNDATION 936018523 10 1 2833478 0 BENEDICTINE SISTERS OF MT ANGEL 930387331 1 1 166132 0 BOY SCOUTS OF AMERICA CASCADE PACIFIC COUNCIL 221576300 8 1 435000 0 BLANCHET SCHOOL 931171184 2 1 450000 0 OREGON COMMUNITY FOUNDATION 237315673 8 1 1151971 0 SALEM CATHOLIC SCHOOLS FOUNDATION 930727839 2 1 855000 0 MT ANGEL ABBEY 930386869 1 1 482000 0 ROMAN CATHOLIC ARCHDIOCESE OF PORTLAND IN OREGON 930114100 1 1 239404 0 9 7387985 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 819370 0 0 0 4422514 5342464 5241884 5342464 197666 202985 0 0 1117939 1241270 3926279 3898209 192729853 193170828 -310 3380 35457321 33101886 228186864 226276094 0 0 0 228186864 226276094 3422803 3394141 224764061 222881953 7866742 7800868 0 0 7866742 7800868 3926279 3337337 7866742 7866742 0 7866742 7387985 0 0 0 0 0 7387985 7387985 7866742 93.910000000000 7866742 0 0 0 0 0 1051926 1051926 0 1051926 0 0 7387985 0 6814816 573169 0 0 573169 0 0 0 0 573169 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 $166,132 BLANCHET SCHOOL $450,000 BOYS AND GIRLS CLUB OF SALEM $775,000 BOY SCOUTS OF AMERICA $435,000 MT ANGEL ABBEY $482,000 OREGON COMMUNITY FOUNDATION $1,151,971 ROMAN CATHOLIC ARCHDIOCESE OF PORTLAND $239,404 SALEM CATHOLIC SCHOOLS FOUNDATION $855,000 SALEM FOUNDATION $2,833,478 12118744 12118744 5577148 1236800 4340348 5745 5745 16464837 BONDS 51773024 C US TREASURY NOTES 15051497 C 66824521 OTHER LIABILITIES 4103 4103 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) 475000 0 GENERAL SUPPORT, CAPITAL IMPROVEMENTS BOY SCOUTS OF AMERICA CASCADE PACIFIC COUNCIL 2145 SW NAITO PARKWAY PORTLAND OR 97201 221576300 501(C)(3) 435000 0 CAPITAL IMPROVEMENTS OREGON COMMUNITY FOUNDATION 1221 SW YAMHILL 100 PORTLAND OR 97205 237315673 501(C)(3) 1151971 0 CAPITAL IMPROVEMENTS, GENERAL SUPPORT AND SCHOLARSHIPS SALEM CATHOLIC SCHOOLS FOUNDATION 2009 STATE ST SALEM OR 973014349 930727839 501(C)(3) 855000 0 TUITION ASSISTANCE AND CAPITAL IMPROVEMENTS BENEDICTINE SISTERS OF MT ANGEL 840 S MAIN ST MT ANGEL OR 97362 930387331 501(C)(3) 166132 0 CAPITAL IMPROVEMENTS AND GENERAL SUPPORT ROMAN CATHOLIC ARCHDIOCESE OF PORTLAND IN OREGON 2838 E BURNSIDE ST PORTLAND OR 972141895 930114100 501(C)(3) 239404 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) 775000 0 CAPITAL IMPROVEMENTS AND GENERAL SUPPORT SALEM FOUNDATION PO BOX 2305 SALEM OR 973082305 936018523 501(C)(3) 2840478 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. FORM 990, PART XI, LINE 9: NONDIVIDEND DISTRIBUTIONS 3,305. REFUND OF DEPOSIT, ADJUSTMENT TO CORPUS 36,370. MISCELLANEOUS CORPUS ADJUSTMENTS 588.