2025-05-20T14:16:26-05:00 2024-12-31 320305619 MARQUAM LLC 833 SW 11TH AVENUE SUITE 717 PORTLAND OR 97205 990 2024-01-01 201226604 THE JOSEPH B VANDERVELDEN FOUNDATION C/O GEORGE VANDEHEY PRESIDENT JOSE 5099568412 4185 NW OWL DRIVE FOREST GROVE OR 97116 GEORGE VANDEHEY PRESIDENT 5099568412 2025-05-16 1 1 MATTHEW P O'DONNELL CPA P00267220 5037150042 2024 2025-03-06 01:10:19Z GEORGE VANDEHEY 4185 NW OWL DRIVE FOREST GROVE OR 97116 398318 0 X N/A X 2004 OR PROVIDE FUNDS FOR STUDENT SCHOLARSHIPS AT PACIFIC UNIVERSITY(FOREST GROVE, OR). 6 6 0 0 0 0 0 0 0 0 52502 285667 0 0 52502 285667 151479 152884 0 0 12000 15000 0 0 0 15971 31749 179450 199633 -126948 86034 4417660 4635237 0 0 4417660 4635237 PROVIDE FUNDS FOR STUDENT SCHOLARSHIPS AT PACIFIC UNIVERSITY IN FOREST GROVE, OR. 0 0 152884 152884 FUNDED $152,884 FOR PACIFIC UNIVERSITY SCHOLARSHIPS 152884 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 OR X GEORGE VANDEHEY 5099568412 4185 NW OWL DRIVE FOREST GROVE OR 97116 CATHY KEATHLEY VICE PRESIDENT 2.00 X 3000 0 0 CHARMAINE KROUT TREASURER 2.00 X 3000 0 0 GEORGE VANDEHEY PRESIDENT 2.00 X 3000 0 0 JAN STRICKLAND SECRETARY 2.00 X 0 0 0 LANI VANDEHEY TRUSTEE 2.00 X 3000 0 0 RYAN KROUT MEMBER 2.00 X 3000 0 0 15000 0 0 0 0 0 0 0 285741 285741 112577 112651 -74 -74 -74 285667 -74 0 285741 152884 152884 15000 15000 4157 4157 953 953 INVESTMENT EXPENSES 24718 24718 FOREIGN TAXES 1339 1339 STATE INCOME TAXES 532 532 OTHER TAXES & LICENSE 50 50 199633 152884 46749 0 14705 18118 202480 350918 4200475 4266201 4417660 4635237 0 0 X 0 0 0 0 4417660 4635237 4417660 4635237 4417660 4635237 86034 131543 0 X 0 0 0 X X 1 PACIFIC UNIVERSITY 930386892 2 1 152884 0 1 152884 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4417910 417210 152884 46999 4635237 4252839 344271 151479 27721 4417910 4849060 -461175 106385 28661 4252839 4494242 452364 79350 18196 4849060 4294795 317324 108789 9089 4494242 0 0 0 PART V, LINE 4: FUNDS ARE USED TO GENERATE INVESTMENT INCOME TO FUND SCHOLARSHIPS AT PACIFIC UNIVERSITY. 1 PACIFIC UNIVERSITY 2043 COLLEGE WAY FOREST GROVE OR 97116 930386892 170(B)(1)(A)(II) 152884 0 STUDENT SCHOLARSHIPS SCHEDULE I, PART I, LINE 1 & 2: THE FOUNDATIONS'S BYLAWS DIRECT THAT NET INVESTMENT INCOME EARNED FOR THE YEAR IS TO BE PROVIDED TO PACIFIC UNIVERSITY TO FUND STUDENT SCHOLARHIPS. THE DIRECTORS ARE PROVIDED A CALCULATION OF NET INVESTMENT INCOME BY THE FOUNDATION'S ACCOUNTANT. UPON REVIEW AND APPROVAL OF THIS CALCULATION, A CHECK FOR THIS AMOUNT IS PROVIDED TO THE UNIVERSITY BY THE FOUNDATION. A REPRESENTATIVE OF THE UNIVERSITY SERVES ON THE BOARD AND PROVIDES PERIODIC UPDATES TO THE BOARD REGARDING THE UNIVERSITY'S USE OF THE FUNDS FOR ITS SCHOLARSHIP PROGRAMS. FORM 990, PART I, LINE 22: CURRENT YEAR FUND BALANCE: CHANGE FROM PRIOR YEAR FUND BALANCE TO THE CURRENT YEAR FUND BALANCE CONSISTS OF THE CURRENT YEAR NET INCOME SHOWN IN PART ONE ($86,034) AND THE UNREALIZED GAIN ON INVESTMENTS FOR THE CURRENT YEAR ($131,543). FORM 990, PART VI, SECTION A, LINE 2 THERE IS A FAMILY RELATIONSHIP BETWEEN SOME BOARD MEMBERS. THERE ARE NO BUSINESS RELATIONSHIPS BETWEEN BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 AND OREGON FORM CT-12 ARE PROVIDED TO THE FOUNDATION'S GOVERNING BOARD MEMBERS PRIOR TO FILING. THE MEMBERS DISCUSS THEIR RESPECTIVE COMMENTS/QUESTIONS WITH THE FOUNDATION'S ACCOUNTANT. AFTER THESE QUESTIONS HAVE BEEN ADDRESSED, THE RETURNS ARE FINALIZED BY THE ACCOUNTANTS WHO PROVIDE THE FINAL FILING COPIES OF THE RETURNS TO THE FOUNDATION'S TREASURER OR PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REGULARLY REMINDS ITS MEMBERS OF THE CONFLICT OF INTEREST POLICY AND DISCUSSES ANY POTENTIAL CONFLICTS THAT COULD ARISE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION PROVIDES COPIES OF ITS TAX RETURNS, INTERNAL FINANCIAL STATEMENTS, AND OTHER REQUESTED INFORMATION DIRECTLY TO RECIPIENTS WHO REQUESTED THE INFORMATION VIA ORDINARY MAIL DELIVERY.