2025-05-15T12:12:33-04:00 2024-06-30 930819646 JONES & ROTH PC PO BOX 10086 EUGENE OR 97440 990 2023-07-01 931254344 TRILLIUM FAMILY SERVICES FOUNDATION TRIL 5032349591 3415 SE POWELL BLVD PORTLAND OR 97202 LISA KANE CAO 5032349591 2024-05-13 true false FRITZ S DUNCAN P00036435 5416872320 2025-05-13 2023 2025-03-06 01:10:19Z LISA KANE 3415 SE POWELL BLVD PORTLAND OR 97202 2232244 false X WWW.TRILLIUMFAMILY.ORG X 1998 OR TO PROVIDE SUPPORT TO TRILLIUM FAMILY SERVICES MENTAL HEALTH CARE PROGRAMS. 16 16 0 16 0 8109 715000 0 661991 1494704 19171 19103 689271 2228807 639864 1108273 0 0 0 0 41360 59743 681224 1168016 8047 1060791 17487762 16208257 3003028 131590 14484734 16076667 TO PROVIDE SUPPORT TO TRILLIUM FAMILY SERVICES MENTAL HEALTH CARE PROGRAMS. false false 1125288 1108273 TRILLIUM FAMILY SERVICES FOUNDATION IS A CHARITABLE ORGANIZATION THAT PROVIDES FINANCIAL SUPPORT TO TRILLIUM FAMILY SERVICES, A SECTION 501(C)(3) ORGANIZATION. 1125288 true true false false false false false false false true true false false true false false false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false false X 16 16 true false false false false false false true true false false true true true true true true false false false OR X X NALI THANASOUK 5032349591 3415 SE POWELL BLVD PORTLAND OR 97202 KIM SCOTT EXEC DIR THR 50.00 1.00 X 0 371480 37586 JAMIE VANDERGON CEO 1.00 50.00 X 0 361928 29616 LISA KANE CAO 1.00 50.00 X 0 337863 29039 SCOTT BERRY CHAIR 1.00 X X 0 0 0 MATT HARRIS VICE CHAIR 1.00 X X 0 0 0 BARBARA TRACHTENBERG TREASURER 1.00 X X 0 0 0 WADE LAND SECRETARY 1.00 X X 0 0 0 CAMI BENSON-NOECKER TRUSTEE 1.00 X 0 0 0 DEBBIE BENSON TRUSTEE 1.00 X 0 0 0 BRAD BICKLEY TRUSTEE 1.00 X 0 0 0 KATRINA BICKLEY TRUSTEE 1.00 X 0 0 0 MIKE COWGILL TRUSTEE 1.00 X 0 0 0 SHAWN DUFFY TRUSTEE 1.00 X 0 0 0 DAWN STONE TRUSTEE 1.00 X 0 0 0 REBECCA TIMMS TRUSTEE 1.00 X 0 0 0 CATHY JO LINDQUIST TRUSTEE 1.00 X 0 0 0 KIMBERLY AINGE PAYNE TRUSTEE 1.00 X 0 0 0 GRETCHEN HOLCE TRUSTEE 1.00 X 0 0 0 FRANCES VIRDEN TRUSTEE 1.00 X 0 0 0 1071271 96241 false true false 715000 715000 1494704 1494704 22540 3437 19103 19103 19103 2228807 1513807 1108273 1108273 BANK FEES 59743 17015 42728 1168016 1125288 42728 0 2138021 210911 125000 2434138 653759 4889 630100 648870 6770609 9336790 5514894 5886686 17487762 16208257 3028 131590 3000000 3003028 131590 X 7214877 8292179 7269857 7784488 14484734 16076667 17487762 16208257 X 1060791 154502 376640 X false true X true false X 2948944 1024070 111870 8109 715000 4807993 2948944 1024070 111870 8109 715000 4807993 857716 3950277 406213 322212 603986 683386 1517244 3533041 8341034 0.47360 0.59140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3634339 12007 4848 3641498 3538287 100603 4551 3634339 3813541 -270947 4307 3538287 3450902 366893 4254 3813541 3456825 -1925 3998 3450902 0.52810 0.47190 true false 332500 332500 316370 316370 4889 4889 648870 INTEREST IN PERPETUAL TRUSTS 5440670 CONTRIBUTIONS REC BY CHARITABLE REM 322794 INTEREST IN ASSETS HELD BY OCF 123222 5886686 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE TO BE USED FOR CHILDREN'S SPECIAL NEEDS AND OTHER OPERATING PURPOSES. true TRILLIUM FAMILY SERVICES 3415 SE POWELL BLVD PORTLAND OR 97202 830386966 501C3 1108273 FINANCIAL SUPPORT 1 SCHEDULE I, PAGE 1, PART I, LINE 2 THE TRILLIUM FAMILY SERVICE FOUNDATION MONITORS THE USE OF GRANT FUNDS THROUGH ITS REVIEW OF TRILLIUM FAMILY SERVICE'S MONTHLY FINANCIAL STATEMENTS AND PROGRAM ACCOMPLISHMENTS. false false false false false false false false false KIM SCOTT EXEC DIR THRU 09/24 250320 121160 12200 25386 409066 JAMIE VANDERGON CEO 288578 73350 16778 12838 391544 LISA KANE CAO 271863 66000 15366 13673 366902 FORM 990, PAGE 1, PART I, LINE 6 THE RESPONSIBILITIES OF THE BOARD INCLUDE ENGAGING IN FUNDRAISING ON BEHALF OF TRILLIUM FAMILY SERVICES AND THE FOUNDATION, PROVIDING OVERSIGHT OF THE FOUNDATION'S FINANCIAL MANAGEMENT AND INVESTMENTS, ESTABLISHING INVESTMENT GUIDELINES INTENDED TO PROTECT AND INCREASE FUNDS OF THE FOUNDATION, SERVING AS ADVOCATES AND AMBASSADORS OF TRILLIUM FAMILY SERVICES AND THE FOUNDATION. FORM 990, PAGE 6, PART VI, LINE 2 BRAD BICKLEY KATRINA BICKLEY BOARD CHAIR BOARD CHAIR HUSBAND AND WIFE CAMI BENSON-NOECKER DEBBIE BENSON BOARD MEMBER BOARD SEC MOTHER AND DAUGHTER SCOTT BERRY LISA KANE BOARD TREAS CAO FINANCIAL ADVISOR FORM 990, PAGE 6, PART VI, LINE 11B THE IRS FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTANT. AFTER THE SUPPORTING DATA HAS BEEN PROVIDED TO THE OUTSIDE ACCOUNTANT, AND THE 990 (AND OREGON FORM CT-12) IS COMPLETED, IT IS RETURNED TO THE ORGANIZATION FOR REVIEW. AS PART OF THE REVIEW PROCESS, THE VP OF FINANCE TRACES AND AGREES ALL SUPPORTING DOCUMENTS, INCLUDING THE TRIAL BALANCES TO THE 990 AND CT-12 TO ENSURE COMPLETENESS AND ACCURACY. THE VP OF FINANCE ALSO REVIEWS THE 990 AND CT-12 IN ITS ENTIRETY ENSURING THE FILING IS COMPLETE AND ACCURATE. AFTER THE VP OF FINANCE HAS TIED OUT AND REVIEWED THE FILING, AND ANY NECESSARY EDITS HAVE BEEN MADE, IT IS REVIEWED BY THE CAO AND THE FINANCE COMMITTEE CHAIR. AFTER ALL MEMBERS OF THE BOARD HAVE REVIEWED THE FILING, AND ANY QUESTIONS AND/OR EDITS HAVE BEEN ADDRESSED/MADE, THE DOCUMENTS ARE TIMELY FILED WITH THE REQUISITE AUTHORITY. FORM 990, PAGE 6, PART VI, LINE 12C ON AN ANNUAL BASIS, OFFICERS, DIRECTORS, AND TRUSTEES ARE REQUIRED TO POSITIVELY CONFIRM WHETHER THEY ARE OR ARE NOT AWARE OF ANY CONFLICTS OF INTEREST. IF ANY ARE IDENTIFIED, THEY ARE DOCUMENTED, REVIEWED, AND CORRECTIVE ACTION IS TAKEN IF NECESSARY. THERE WERE NO CONFLICTS OF INTEREST IDENTIFIED DURING FISCAL YEAR 2024. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 INCREASE IN ASSETS HELD BY OCF 12,007 INCREASE IN CARRYING VALUE OF THE CHARITABLE TRUST 364,633 TOTAL 376,640 TRILLIUM FAMILY SERVICES 3415 SE POWELL BLVD PORTLAND OR 97202 930386966 SUPPORT OR 501C3 7 TRILLIUM GROUP INC false TRILLIUM GROUP INC 3415 SE POWELL BLVD PORTLAND OR 97202 931262476 SUPPORT OR 501C3 10 NA false false true false false false false false false false false false true false true true false false false false TRILLUM FAMILY SERVICES B 1108273 CASH