Private foundation
PORTLAND, OREIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $11,491,121 | $21,758,534 | $12,363,393 | $19,645,304 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 45% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| MAURICE LUCAS FOUNDATIONLAKE OSWEGO, OR | OPERATIONAL SUPPORT | $160,000 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeffrey Heatherington | EX-OFFICIO | 1.00 | $0 |
| Bob Carus | BOARD CHAIR | 1.00 | $0 |
| Rob Richardson Do | VICE CHAIR | 1.00 | $0 |
| Erik Szeto Do | TREASURER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $8,076,839 |
| FY2023 | 990-PF | $11,156,275 | $14,239,580 | $14,156,234 | $19,344,780 | $18,297,427 |
| FY2022 | 990-PF | $4,501,032 | $5,346,417 | $5,207,791 | $19,634,290 | $19,513,514 |
| FY2021 | 990-PF | $4,609,047 | $13,999,185 | $13,840,616 | $23,789,452 | $23,473,971 |
| FY2020 | 990-PF | $208,508 | $1,457,888 | $1,333,113 | $33,848,455 | $33,640,250 |
| FY2019 | 990-PF | $678,038 | $4,989,608 | $4,749,959 | $31,719,556 | $31,554,156 |
| FY2018 | 990-PF | $21,039,311 | $119,822 | $35,182 | $36,261,957 | $34,410,546 |
| FY2017 | 990-PF | $744,517 | $21,016 | $3,915 | $15,154,836 | $15,154,786 |
| OPERATIONAL SUPPORT |
| $150,000 |
| 2021 |
| LEBANON SCHOOLS CLINICLEBANON, OR | OPERATIONAL SUPPORT | $150,000 | 2023 |
| VOLUNTEERS OF AMERICA ORPORTLAND, OR | OPERATIONAL SUPPORT | $150,000 | 2024 |
| BLACK PARENT INITIATIVEPORTLAND, OR | HIRING OF ADDITIONAL MENTAL HEALTH PROFESSIONSL TO AUGMENT ONGOING WORK | $130,000 | 2021 |
| WESTERNU MEDICAL ANATOMY CENTERLEBANNON, OR | OPERATIONAL SUPPORT | $125,000 | 2023 |
| MAURICE LUCAS FOUNDATIONLAKE OSWEGO, OR | OPERATIONAL SUPPORT | $119,350 | 2022 |
| IRCOPORTLAND, OR | SURVIVOR SERVICES AND TRAUMA INFORMED CARE INTERVENTIONS | $115,000 | 2021 |
| AFRICA HOUSEPORTLAND, OR | REFUGEE MENTAL HEALTH ASSESSMENTS, AFRICAN IMMIGRANT COUNSELING AND INTEGRATION SERVICES | $112,000 | 2021 |
| WILLAMETTE WEEKPORTLAND, OR | OPERATIONAL SUPPORT | $104,000 | 2024 |
| LEBANON HOSPITAL SWEET HOME CLINICSWEET HOME, OR | OPERATIONAL SUPPORT | $100,000 | 2023 |
| OUTSIDE INPORTLAND, OR | OPERATIONAL SUPPORT | $100,000 | 2024 |
| OSTEOPATHIC PHYSICIANS & SURGEONS OF OREGONPORTLAND, OR | OPERATIONS SUPPORT | $100,000 | 2021 |
| CASCADIA BEHAVIORAL HEALTHCAREMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2018 to 2024. Counted Oct 9, 2026.PORTLAND, OR | OPERATIONAL SUPPORT | $100,000 | 2023 |
| PORTLAND ADVENTIST COMMUNITY SERVICESPORTLAND, OR | ONE-TIME DONATION TO BE USED FOR SENIOR ORAL CARE | $100,000 | 2024 |
| THE OREGON SYMPHONYPORTLAND, OR | OPERATIONAL SUPPORT | $100,000 | 2023 |
| THE OREGON SYMPHONYPORTLAND, OR | SUPPORT OF TITLE I SCHOOLS | $100,000 | 2021 |
| LATINO NETWORKPORTLAND, OR | OPERATIONAL SUPPORT | $100,000 | 2023 |
| OREGON HEALTH FORUMPORTLAND, OR | OPERATIONAL SUPPORT | $100,000 | 2022 |
| OSTEOPATHIC PHYSICIANS & SURGEONS OF OREGONPORTLAND, OR | OPERATIONAL SUPPORT | $100,000 | 2023 |
| ALL CLASSICAL PUBLIC MEDIA INCPORTLAND, OR | CHILDREN'S PROGRAMMING SUPPORT | $100,000 | 2024 |
| OSTEOPATHIC PHYSICIANS & SURGEONS OF OREGONPORTLAND, OR | OPERATIONAL SUPPORT | $100,000 | 2024 |
| HOLLA SCHOOLPORTLAND, OR | OPERATIONAL SUPPORT | $100,000 | 2024 |
| OREGON SYMPHONYMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.PORTLAND, OR | OPERATIONAL SUPPORT | $100,000 | 2024 |
| OREGON SYMPHONY ASSOCIATIONPORTLAND, OR | GENERAL OPERATING SUPPORT | $100,000 | 2019 |
| 1.00 |
| $0 |
| Karen Carnahan | SECRETARY | 1.00 | $0 |
| Paula Crone Do | DIRECTOR | 1.00 | $0 |
| Charles Kaluza Do | DIRECTOR | 1.00 | $0 |
| Jeff Pawlowski | DIRECTOR | 1.00 | $0 |
| Sarah Wolff Do | DIRECTOR | 1.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202443189349101404
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202313179349103921
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202242229349100934
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202123199349106347
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202033219349106908
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201923189349102842
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201823109349100732
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201622809349300542
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.