Accepts applications871 grants on file · $7.1M · FY2017–2025IRS 990-PF · FY2025
Can I apply?
Accepts applications
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
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 FY2025 return.
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 |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $1,149,641 | $1,323,837 | $1,177,886 | $18,558,346 |
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 42% 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 |
|---|---|---|---|---|
| OREGON SHAKESPEARE FESTIVAL ASSOCIATIONASHLAND, OR | IN SUPPORT OF THE 2025 OSF 90TH ANNIVERSARY SEASON. | $30,000 | 2025 | |
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 |
|---|---|---|---|
| Emily Mostue | TRUSTEE/PRESIDENT | 30.00 | $51,617 |
| Karen C Allan | TRUSTEE/VP & SEC | 3.00 | $0 |
| Dan Thorndike | TRUSTEE/TREASURER/INVESTMENT ADVISOR | 5.00 | $0 |
| Sue Naumes | FAMILY TRUSTEE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $18,178,791 |
| FY2024 | 990-PF | $920,491 | $1,302,923 | $1,151,836 | $18,649,940 | $18,352,987 |
| FY2023 | 990-PF | $1,367,354 | $1,188,495 | $1,050,312 | $18,955,238 | $18,735,419 |
| FY2022 | 990-PF | $1,677,416 | $902,481 | $826,149 | $18,791,579 | $18,556,560 |
| FY2021 | 990-PF | $2,523,290 | $1,081,494 | $902,843 | $18,113,088 | $17,781,625 |
| FY2020 | 990-PF | $592,935 | $1,020,095 | $873,774 | $16,593,428 | $16,332,770 |
| FY2019 | 990-PF | $1,003,957 | $1,024,826 | $938,424 | $16,980,123 | $16,758,886 |
| FY2018 | 990-PF | $614,676 | $1,041,660 | $845,767 | $17,023,269 | $16,779,755 |
| FY2017 | 990-PF | $772,015 | $1,050,369 | $945,453 | $17,344,321 | $17,206,739 |
| BRITT FESTIVALSMEDFORD, OR |
| IN SUPPORT OF THE 2024 ORCHESTRA SEASON. |
| $30,000 |
| 2024 |
| OREGON SHAKESPEARE FESTIVAL ASSOCIATIONASHLAND, OR | IN SUPPORT OF THE 2024 OSF SEASON. | $30,000 | 2024 |
| BRITT FESTIVALSMEDFORD, OR | IN SUPPORT OF THE 2025 ORCHESTRA SEASON. | $30,000 | 2025 |
| BRITT FESTIVALSMEDFORD, OR | IN SUPPORT OF THE 2023 ORCHESTRA SEASON. | $30,000 | 2023 |
| Oregon Shakespeare FestivalMatched to this organization because 14 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.Ashland, OR | To provide special matinees and reduced-price performances for low income residents. | $25,000 | 2017 |
| Southern Oregon UniversityAshland, OR | In support of faculty development opportunities which improve teaching skills. | $25,000 | 2017 |
| BRITT FESTIVALSMEDFORD, OR | IN SUPPORT OF THE 2019 BRITT FESTIVAL ORCHESTRA. | $25,000 | 2019 |
| ROGUE COMMUNITY COLLEGE FOUNDATIONGRANTS PASS, OR | FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. | $25,000 | 2019 |
| UNITED WAY OF JACKSON COUNTYMEDFORD, OR | TOWARD GENERAL OPERATING SUPPORT. | $25,000 | 2022 |
| SOUTHERN OREGON UNIVERSITYASHLAND, OR | IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. | $25,000 | 2019 |
| ROGUE COMMUNITY COLLEGE FOUNDATIONGRANTS PASS, OR | FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. | $25,000 | 2023 |
| SOUTHERN OREGON UNIVERSITY FOUNDATIONASHLAND, OR | IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. | $25,000 | 2024 |
| OREGON SHAKESPEARE FESTIVALMatched to this organization because 14 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.ASHLAND, OR | IN SUPPORT OF PROGRAMS FOR LOCAL STUDENTS TO EXPERIENCE THE FESTIVAL. | $25,000 | 2018 |
| OREGON SHAKESPEARE FESTIVALMatched to this organization because 14 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.ASHLAND, OR | GENERAL OPERATING SUPPORT. | $25,000 | 2021 |
| OREGON SHAKESPEARE FESTIVALMatched to this organization because 14 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.ASHLAND, OR | IN SUPPORT OF FREE AND DISCOUNTED TICKETS TO STUDENTS, SENIORS AND LOW-INCOME INDIVIDUALS. | $25,000 | 2019 |
| BRITT FESTIVALSMEDFORD, OR | IN SUPPORT OF THE 2021 CLASSICAL MUSIC SEASON. | $25,000 | 2021 |
| LA CLINICA DEL VALLEMEDFORD, OR | IN SUPPORT OF EXPANDING A VARIETY OF URGENT CARE SERVICES FOR UNDERSERVED RESIDENTS. | $25,000 | 2023 |
| ROGUE COMMUNITY COLLEGE FOUNDATIONGRANTS PASS, OR | FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. | $25,000 | 2021 |
| SOUTHERN OREGON UNIVERSITYASHLAND, OR | IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. | $25,000 | 2018 |
| UNITED WAY OF JACKSON COUNTYMEDFORD, OR | TOWARD GENERAL OPERATING SUPPORT. | $25,000 | 2024 |
| BRITT FESTIVALSMEDFORD, OR | IN SUPPORT OF THE 2022 CLASSICAL MUSIC SEASON. | $25,000 | 2022 |
| SOUTHERN OREGON UNIVERSITY FOUNDATIONASHLAND, OR | IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. | $25,000 | 2024 |
| OPTIONS FOR HELPING RESIDENTS OF ASHLANDASHLAND, OR | TOWARD THE RENOVATION OF A LOCAL MOTEL INTO A SHELTER AND RESOURCE CENTER FOR UNHOUSED AND ECONOMICALLY STRESSED INDIVIDUALS. | $25,000 | 2023 |
| SOUTHERN OREGON UNIVERSITYASHLAND, OR | IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. | $25,000 | 2022 |
| 3.00 |
| $0 |
| Deborah Ameen | PUBLIC TRUSTEE | 3.00 | $0 |
| Steve Boyarsky | PUBLIC TRUSTEE | 3.00 | $0 |
| Bruce Van Zee | PUBLIC TRUSTEE | 3.00 | $0 |
| Amy Cuddy | PUBLIC TRUSTEE | 3.00 | $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 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202433559349100408
Form 990-PF · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202420799349100872
Form 990-PF · FY2022 · period ending Jun 30, 2022
Filing id 202300759349100115
Form 990-PF · FY2021 · period ending Jun 30, 2021
Filing id 202210629349100916
Form 990-PF · FY2020 · period ending Jun 30, 2020
Filing id 202110539349100316
Form 990-PF · FY2019 · period ending Jun 30, 2019
Filing id 202010499349100321
Form 990-PF · FY2018 · period ending Jun 30, 2018
Filing id 201900779349100610
Form 990-PF · FY2017 · period ending Jun 30, 2017
Filing id 201703459349100305
Form 990-PF · FY2016 · period ending Jun 30, 2016
Filing id 201623549349100407
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.