Southern Oregon Historical Society Foundation in Medford, Oregon (OR)
Table of contents:
| Southern Oregon Historical Society Foundation | |
| Employer Identification Number (EIN) | 931198683 |
| Name of Organization | Southern Oregon Historical Society Foundation |
| In Care of Name | William G Purdy Pres |
| Address | 106 N Central Ave, Medford, OR 97501-5926 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 11/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Organizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $104,495 |
| Amount of Income | $2,396 |
| Form 990 Revenue Amount | $2,396 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: |
Non-representatives - add comments:
Amount of income in 2014: $2,396 (it was $2,314 in 2013)
| Southern Oregon Historical Society Foundation: | $2,396 |
| Other organizations performing similar types of work: | $161,555 |
Assets in 2014: $104,495 (it was $85,487 in 2013)
| This organization: | $104,495 |
| Other organizations performing similar types of work: | $432,086 |
Expenses in 2014: $69
| This organization: | $69 |
| Other organizations performing similar types of work: | $61,941 |
Income to expenses ratio in 2014: 34.7
| Southern Oregon Historical Society Foundation: | 34.7 |
| Other organizations performing similar types of work: | 2.8 |
Grants share in income in 2014: 2.9%
| This organization: | 2.9% |
| Other organizations performing similar types of work: | 0.0% |
Revenue for 2014
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2013 | 2014 | |
|---|---|---|---|
| Total revenue | $21,282 | $2,314 | $2,396 |
| Contributions, gifts, grants, and similar amounts received | $100 | $38 | $69 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $21,182 | $2,276 | $2,327 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $442 | $10,038 | $69 |
| Total net assets | $96,217 | $85,487 | $104,495 |
| Excess/Deficit for the year | $20,840 | $-7,724 | $2,327 |
| Net assets or fund balances at beginning of year | $75,377 | $79,256 | $83,160 |
| Other changes in net assets or fund balances | $0 | $13,955 | $19,008 |
| Net assets or fund balances at end of year | $85,487 | $106,822 | |
| Balance Sheets | |||
| 2011 | 2013 | 2014 | |
|---|---|---|---|
| Total assets | $96,217 | $85,487 | $104,495 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $96,217 | $85,487 | $104,495 |
| Other Information | |||
| 2011 | 2013 | 2014 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2014) | |
| The organization is not a private foundation because it is: | An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) |
| Number of organizations supported | 1 |
| Sum of amounts of support | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | W T Anderson Trust Uw 7 | PO BOX 40200 FL9-100-10-19, Jacksonville, FL 32203-0200 | FL | 1997-05 | $14,399,004 |
| 2 | Saint Marys Home For Disabled Children Foundation | 6171 Kempsville Cir, Norfolk, VA 23502-3930 | VA | 1998-05 | $9,117,444 |
| 3 | The John P & Constance A Curran Charitable Foundation | 100 Scarborough Sta Rd, Scarborough, NY 10510-2028 | NY | 1997-08 | $8,476,230 |
| 4 | Tr Uw Of Jacob R Marcus Fbo Nettie And Merle J Marcus Memorial | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | 1998-03 | $5,158,943 |
| 5 | Youth Foundation | PO BOX 309, Vail, CO 81658-0309 | CO | 1998-06 | $3,183,916 |
| 6 | Mary Clara Allison Charitable Trust, Charities | PO BOX 3168, Portland, OR 97208-3168 | OR | 1998-02 | $3,064,981 |
| 7 | Williamsburg Community School District Foundation | PO BOX 8, Williamsburg, IA 52361-0008 | IA | 1998-04 | $2,883,937 |
| 8 | St Josephs Health And Retirement Center | 2464 E Ojai Ave, Ojai, CA 93023-9638 | CA | 1946-03 | $2,744,911 |
| 9 | The Philip Cogan Charitable Trust | 1721 49th St, Brooklyn, NY 11204-1217 | NY | 1997-09 | $2,743,645 |
| 10 | Witherbee Foundation | 528 Arizona Ave Ste 220, Santa Monica, CA 90401-1442 | CA | 1996-11 | $2,682,747 |
| 11 | Seedworks Fund, Hagedorn Susan Ttee | C/O Susan Hagedorn 2990 East 17th, Denver, CO 80206 | CO | 1996-06 | $2,338,202 |
| 12 | The Littlejohn Family Foundation | 18 W Harris St, Savannah, GA 31401-4354 | GA | 1997-08 | $1,856,653 |
| 13 | Friends Of Paul Bunyan Foundation | PO BOX 12339, Salem, OR 97309-0339 | OR | 1998-01 | $561,953 |
| 14 | Mcdougal Foundation Inc | 188 W B St Ste O, Springfield, OR 97477-4593 | OR | 1996-08 | $347,439 |
| 15 | Oregon Restaurant And Lodging Association Education Foundation | 8565 Sw Salish Lane, Wilsonville, OR 97070-6901 | OR | 1992-03 | $89,898 |
| 16 | Dussin Family Charitable Trust, Dussin Guss Ttee | 0715 Sw Bancroft St, Portland, OR 97239-4273 | OR | 1998-04 | $45,271 |
| 17 | Southern Oregon Historical Society Foundation | 106 N Central Ave, Medford, OR 97501-5926 | OR | 1996-11 | $2,396 |
| 18 | Gateway America Inc | PO BOX 817, Gold Hill, OR 97525-0817 | OR | 1998-04 | $150 |
| 19 | Louis And Ruth Romoff Charitable Foundation | 601 Sw 2nd Ave Ste 2100, Portland, OR 97204-3158 | OR | 1997-05 | $15 |
| 20 | Hrf Of America | 837 Sw 1st Ave, Portland, OR 97204-3307 | OR | 1994-10 | $0 |
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