Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
JUDITH ANN MOGAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COOS BAY, OR97420
A Employer identification number

84-4560891
B Telephone number (see instructions)

(541) 267-4113
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$37,643,038J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 309,823
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 927,639 926,755  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,212,039
b Gross sales price for all assets on line 6a 22,123,123
7 Capital gain net income (from Part IV, line 2)... 3,287,749
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
35,355 0  
12 Total. Add lines 1 through 11........ 4,484,856 4,214,504  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 440,642 96,176   344,466
14 Other employee salaries and wages...... 52,538 0   52,538
15 Pension plans, employee benefits....... 26,068 0   26,068
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,448 0   7,721
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,953 15,286   35,667
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
273,910 269,432   4,478
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
78,200 25,517   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 4,789 0   4,789
21 Travel, conferences, and meetings....... 53,238 0   53,238
22 Printing and publications.......... 3,289 0   3,289
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
40,663 3,297   35,193
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,028,738 409,708   567,447
25 Contributions, gifts, grants paid....... 1,529,283 1,213,653
26 Total expenses and disbursements. Add lines 24 and 25 2,558,021 409,708   1,781,100
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,926,835
b Net investment income (if negative, enter -0-) 3,804,796
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 102,762 104,977 104,977
2 Savings and temporary cash investments......... 587,996 588,081 588,081
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 18,911 19,143 19,143
10a Investments—U.S. and state government obligations (attach schedule) 1,362,881 Click to see attachment
List of Attached Documents:
// Content
1,293,489 		1,293,489
b Investments—corporate stock (attach schedule)....... 28,699,632 Click to see attachment
List of Attached Documents:
// Content
23,348,087 		23,348,087
c Investments—corporate bonds (attach schedule)....... 1,366,933 Click to see attachment
List of Attached Documents:
// Content
9,321,504 		9,321,504
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,656,595 Click to see attachment
List of Attached Documents:
// Content
2,967,757 		2,967,757
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
104,332 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,900,042 37,643,038 37,643,038
Liabilities 17 Accounts payable and accrued expenses.......... 5,077 7,214
18 Grants payable................. 123,000 434,130
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
40,991 		Click to see attachment
List of Attached Documents:
// Content
111,839
23 Total liabilities (add lines 17 through 22)......... 169,068 553,183
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 35,730,974 37,089,855
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 35,730,974 37,089,855
30 Total liabilities and net assets/fund balances (see instructions). 35,900,042 37,643,038
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
35,730,974
2
Enter amount from Part I, line 27a .....................
2
1,926,835
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
37,657,809
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
567,954
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
37,089,855
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b ALTERNATIVE INVESTMENTS P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 22,119,423   18,843,186 3,276,237
b 7,812     7,812
c 3,700     3,700
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,276,237
b       7,812
c       3,700
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,287,749
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 52,887
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 52,887
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 52,887
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,164
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 53,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 60,164
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 7,277
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow7,277 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOR
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowHTTPS://JAMOGANFOUNDATION.ORG/
14
The books are in care ofright arrowMARJORIE CROOK Telephone no.right arrow (541) 267-4113

Located atright arrowPO BOX 300COOS BAYOR ZIP+4right arrow97420
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOSEPH B MCKEOWN PRESIDENT/DIRECTOR
3.00 		40,000 0 0
PO BOX 300
COOS BAY,OR97420
MARJORIE CROOK SECRETARY/EXECUTIVE DIRECTOR
30.00 		100,000 53,585 984
PO BOX 300
COOS BAY,OR97420
WILLIAM TROUT DIRECTOR/INVESTMENT COMMITTEE CHAIR
3.00 		30,000 0 0
PO BOX 300
COOS BAY,OR97420
SHIRLEY MACADAM DIRECTOR/TREASURER
2.00 		40,000 0 0
PO BOX 300
COOS BAY,OR97420
RICHARD BARRON DIRECTOR
1.00 		30,000 0 0
PO BOX 300
COOS BAY,OR97420
JOHN SWEET DIRECTOR
1.00 		30,000 0 0
PO BOX 300
COOS BAY,OR97420
KARA DAVIDSON DIRECTOR
1.00 		30,000 0 0
PO BOX 300
COOS BAY,OR97420
PAYTON SMITH DIRECTOR
1.00 		26,000 0 0
PO BOX 300
COOS BAY,OR97420
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
SUSAN CENIZA GRANTS MANAGER
30.00 		43,167 26,068 0
PO BOX 300
COOS BAY,OR97420
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
MOSS ADAMS LLP AUDIT & TAX 53,453
999 THIRD AVE STE 200
SEATTLE,WA98104
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
33,297,819
b
Average of monthly cash balances.......................
1b
588,673
c
Fair market value of all other assets (see instructions)................
1c
2,967,757
d
Total (add lines 1a, b, and c).........................
1d
36,854,249
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
36,854,249
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
552,814
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
36,301,435
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,815,072
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,815,072
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
52,887
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
52,887
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,762,185
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,762,185
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,762,185
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,781,100
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,781,100
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,762,185
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 18,265
f Total of lines 3a through e ........ 18,265
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,781,100
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,762,185
e Remaining amount distributed out of corpus 18,915
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 37,180
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		37,180
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 18,265
e Excess from 2024.... 18,915
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AGNESS COMMUNITY LIBRARY

3905 COUGAR LN
AGNESS,OR97406 		  GOV TO REFURBISH, RENOVATE & RESTORE THE LIBRARY ESTABLISHED IN 1929 35,000

BANDON COMMUNITY YOUTH CENTER

PO BOX 495
BANDON,OR97411 		  PC TO SUPPORT AFTER-SCHOOL AND SUMMER RECREATION PROGRAMS 9,000

BOYS & GIRLS CLUB OF SOUTHWESTERN OREGON

PO BOX 1082
COOS BAY,OR97420 		  PC BACKFLOW REPLACEMENT, TENNIS CENTER DOORS/GATE, VIDEO SURVEILLANCE, FIRE SUPPRESSION 20,000

BOYS & GIRLS CLUB

PO BOX 300
COOS BAY,OR97420 		  PC SPONSOR A CHILD 10,000

CCD BUSINESS DEVELOPMENT

540 ANDERSON AVE
COOS BAY,OR97420 		  PC 2024 TECHNICAL ASSISTANCE PROGRAM 20,000

CHETCO ACTIVITY CENTER

PO BOX 1444
BROOKINGS,OR97415 		  PC SUPPORT THE MEALS PROJECT: IN-HOUSE, CONGREGATE, AND MEALS-ON-WHEELS 10,000

CITY OF COOS BAY

500 CENTRAL AVE
COOS BAY,OR97420 		  GOV PHASE II MINGUS PARK IMPROVEMENTS: RESTROOM IMPROVEMENTS 50,000

COOS ART MUSEUM

235 ANDERSON AVE
COOS BAY,OR97420 		  PC SUPPORT ESTABLISHMENT OF CAM STUDIO - A NEW STUDIO AND ART EDUCATION LOCATION IN COOS BAY 8,000

COOS BAY COAST LEAGUE

PO BOX 56
COOS BAY,OR97420 		  PC SUPPORT BUILDING NEW BASEBALL/SOFTBALL FIELDS AT THE BOYS AND GIRLS CLUB IN COOS COUNTY 7,500

COOS BAY SCHOOLS COMMUNITY FOUNDATION

PO BOX 873
COOS BAY,OR97420 		  PC GENERAL SUPPORT 1,000

COOS COUNTY FAIR

PO BOX 332
MYRTLE POINT,OR97458 		  GOV GENERAL SUPPORT 3,000

COOS COUNTY HISTORICAL SOCIETY DBA COOS HISTORY MUSEUM

1210 N FRONT ST
COOS BAY,OR97420 		  PC TO EXPAND & ENHANCE EDUCATIONAL PROGRAMMING OPTIONS 20,000

COOS COUNTY SALMON TROUT ENHANCEMENT PLAN COMMISSION

93962 BRIDGE VIEW LN
NORTH BEND,OR97459 		  PC TO REPLACE AN OLD DEMOLISHED BARN 40,000

COOS COUNTY

PO BOX 332
MYRTLE POINT,OR97458 		  GOV WATER TRUCK FOR COOS COUNTY FAIR 4,000

COOS FOOD CUPBOARD

PO BOX 1028
COOS BAY,OR97420 		  PC FACILITIES REPAIR 1,000

COOS WATERSHED ASSOCIATION

PO BOX 388
COOS BAY,OR97420 		  PC BIRTHDAY BASH FUNDRAISER 1,000

COOS-CURRY HOUSING AUTHORITY

1700 MONROE AVE
NORTH BEND,OR97459 		  GOV TO TRANSITION REGIONAL HOUSING FROM NEIGHBORWORKS UMPQUA TO CCHA 35,000

CURRY COUNTY MASTER GARDENER ASSOCIATION

PO BOX 107
GOLD BEACH,OR97444 		  PC SUPPORT THE BUILDING OF A LEARNING GARDEN IN CURRY COUNTY 5,000

CURRY PUBLIC LIBRARY

94341 3RD ST
GOLD BEACH,OR97444 		  GOV ASCEND PROGRAM 40,000

DORA SITKUM RURAL FIRE DEPARTMENT

56129 GOLDBRICK RD
MYRTLE POINT,OR97458 		  PC TO HELP REPLACE OLD HEATING SYSTEMS AT DORA-SITKUM FIRE DEPARTMENT 10,000

EGYPTIAN THEATRE PRESERVATION ASSOCIATION

229 S BROADWAY
COOS BAY,OR97420 		  PC CLASSIC MOVIE MATINEES 4,000

FOREST BRIDGES THE O&C FOREST HABITAT PROJECT INC

522 SE WASHINGTON AVE
ROSEBURG,OR97470 		  PC SUPPORT COMMUNICATION AND MOBILIZATION OUTREACH TO YOUTH OF COASTAL DOUGLAS, COOS & CURRY COUNTIES 7,500

GEORGE FOX UNIVERSITY

414 N MERIDIAN ST 6256
NEWBERG,OR97132 		  PC HIGH FIDELITY MANIKINS FOR STUDENTS TO PRACTICE INTUBATION, ASSESSMENTS & CORRECT PLACEMENT OF VARIOUS ANESTHETIC BLOCKS 40,000

GOLD BEACH COMMUNITY CENTER

PO BOX 1277
GOLD BEACH,OR97444 		  PC SUPPORT THE NUTRITION AND MEALS SERVICES FOR ALL AGES PROGRAM IN THE GREATER GOLD BEACH AREA 10,000

GOLD BEACH MAIN STREET

PO BOX 1203
GOLD BEACH,OR97444 		  PC TO SUPPORT INCREASE ORGANIZATION'S STAFFING TO IMPROVE THE VITALITY, SAFETY, AND ACCESSIBILITY OF GOLD BEACH 10,000

HIV ALLIANCE

1195 CITY VIEW ST
EUGENE,OR97402 		  PC TO SUPPORT OUR COOS/CURRY TESTING STAFF AND SUPPLY OF RAPID HIV, HEPATITIS C & SYPHILIS TESTS 20,000

KIDS HOPE CENTER

1925 THOMPSON RD
COOS BAY,OR97420 		  PC GENERAL SUPPORT 2,500

LITTLE THEATRE ON THE BAY

PO BOX 404
NORTH BEND,OR97459 		  PC PURCHASE AND INSTALLATION OF A PLATFORM LIFT FOR THE NEW PROGRAM CENTER TO FULFILL ADA REQUIREMENTS 10,000

LITTLE THEATRE ON THE BAY

PO BOX 404
NORTH BEND,OR97459 		  PC THEATRE RESTORATION FUNDRAISER 1,000

MINGUS PARK POOL MANAGEMENT

PO BOX 1074
COOS BAY,OR97420 		  PC SUPPORT LIFEGUARD TRAINING AND PURCHASE NECESSARY LIFEGUARD, POOL, AND SWIM MEET EQUIPMENT 10,000

NORTH BEND ACTIVITY & RECREATION SENIOR CENTER

1470 AIRPORT LN
NORTH BEND,OR97459 		  PC SUPPORT THE ORGANIZATION'S EXERCISE AND ACTIVITY PROGRAM FOR SENIORS 3,500

NORTH BEND SCHOOL DISTRICT

1913 MEADE ST
NORTH BEND,OR97459 		  GOV HELP WITH START-UP COSTS FOR A PRE-K PROGRAM 15,000

NORTHWEST HOUSING ALTERNATIVES

2316 SE WILLARD ST
MILWAUKIE,OR97222 		  PC TO FUND PREDEVELOPMENT COSTS NECESSARY TO GATHER THE INFORMATION & RESEARCH 50,000

OHSU FOUNDATION

2020 SW 4TH AVE SUITE 900
PORTLAND,OR97201 		  PC TELEHEALTH SITE TO SERVE THE SOUTH COAST TO PROVIDE EARLY DETECTION & INTERVENTION FOR EYE DISEASES 150,000

OHSU FOUNDATION

2020 SW 4TH AVE SUITE 900
PORTLAND,OR97201 		  PC TO HIRE AN ADDITIONAL INTERVENTIONIST TO INCREASE BENEFICIARIES OF THE NICH PROGRAM 167,000

OHSU FOUNDATION

2020 SW 4TH AVE SUITE 900
PORTLAND,OR97201 		  PC HOSPITAL EXPANSION 10,000

OHSU FOUNDATION

2020 SW 4TH AVE SUITE 900
PORTLAND,OR97201 		  PC CARDIOLOGY 10,000

OHSU FOUNDATION

2020 SW 4TH AVE SUITE 900
PORTLAND,OR97201 		  PC KNIGHT CENTER 10,000

OHSU FOUNDATION

2020 SW 4TH AVE SUITE 900
PORTLAND,OR97201 		  PC LYMPHOMA FUND 10,000

OHSU FOUNDATION

2020 SW 4TH AVE SUITE 900
PORTLAND,OR97201 		  PC TO SUPPORT KIDNEY TRANSPLANT PATIENTS 5,000

OHSU FOUNDATION

2020 SW 4TH AVE SUITE 900
PORTLAND,OR97201 		  PC DOERNBECHER HOSPITAL 2,000

OREGON AGRICULTURAL TRUST INC

PO BOX 7359
SALEM,OR97303 		  PC SUPPORT SUSTAINABILITY OF WORKING FARMS WHILE CONSERVING HABITATS ON AGRICULTURAL LANDS IN COOS & CURRY COUNTIES 8,000

OREGON COAST MUSIC ASSOCIATION

PO BOX 663
COOS BAY,OR97420 		  PC TO CONTINUE AND INCREASE COMMUNITY INTERACTIONS, COLLABORATIONS & PARTNERSHIPS 30,000

OREGON COAST SCHOOL OF ART

PO BOX 294
GARDINER,OR97441 		  PC SUPPORT THE HIRING OF AN EVENTS DIRECTOR TO INCREASE CAPACITY, EXPAND PROGRAMMING 6,000

PARKINSON'S RESOURCES OF OREGON

8880 SW NIMBUS AVE SUITE B
BEAVERTON,OR97008 		  PC SUPPORT EXPANSION OF SERVICES IN COOS COUNTY 9,000

PORT OF BANDON

390 1ST ST SW
BANDON,OR97411 		  GOV PARKING IMPROVEMENTS, ADA ACCESSIBILITY, AND EDUCATIONAL MATERIAL ADDITIONS TO THE BANDON WATERFRONT 8,000

RONALD MCDONALD HOUSE

2620 N COMMERCIAL AVE
PORTLAND,OR97227 		  PC GENERAL SUPPORT 2,073

SAWDUST THEATRE

PO BOX 51
COQUILLE,OR97423 		  PC TO REPLACE ALL STAGE LIGHTING & ASSOCIATED EQUIPMENT, CONTROL PANELS & WIRING IN SAWDUST THEATRE 50,000

SHRINERS HOSPITAL FOR CHILDREN

2900 ROCKY POINT DR
TAMPA,FL33607 		  PC GENERAL SUPPORT 2,080

SOUTH COAST HOSPICE & PALLIATIVE CARE SERVICES INC

1620 THOMPSON RD
COOS BAY,OR97420 		  PC SUPPORT MEDICAL PROVIDERS TRAINING AND COMMUNICATION, VOLUNTEER RECRUITMENT/RETENTION, EXPAND GRIEF SUPPORT 20,000

SOUTHWESTERN OREGON WORKFORCE INVESTMENT BOARD

PO BOX 415
COOS BAY,OR97420 		  PC TO ADDRESS CRITICAL NEED FOR CLEAR CAREER PATHWAYS FOR YOUTH TRANSITIONING FROM HIGH SCHOOL TO THE WORKFORCE 40,000

THE EVERGREEN QUEST

290 S 4TH
COOS BAY,OR97420 		  PC TO SUPPORT CONSTRUCTION OF A COVERED ARENA FOR OUR YOUTH TO UTILIZE THROUGHOUT THE YEAR 30,000

THE EVERGREEN QUEST

290 S 4TH
COOS BAY,OR97420 		  PC GENERAL SUPPORT 1,000

TIOGA COMMUNITY HEALTH SERVICES

1900 WOODLAND DR
COOS BAY,OR97420 		  PC GROWING TOGETHER PROJECT 8,000

TIOGA COMMUNITY HEALTH SERVICES

1900 WOODLAND DR
COOS BAY,OR97420 		  PC EQUIPMENT FOR OREGON COAST ECHO LAB 3,500

UNDERDOG ROCKS

11192 SE 45TH AVE
MILWAUKEE,OR97222 		  PC GENERAL SUPPORT 1,000

UNITED WAY OF SOUTHWESTERN OREGON

PO BOX 1288
COOS BAY,OR97420 		  PC DELIVER WRAP-AROUND SUPPORT FOR YOUTH IN CARE AND THOSE WHO CARE FOR THEM IN COOS & CURRY COUNTIES 20,000

UNIVERSITY OF OREGON FOUNDATION

PO BOX 5389
EUGENE,OR97420 		  PC SUPPORT INSTALLATION OF DIGITAL DISPLAY WALL FOR A MORE IMMERSIVE EDUCATION EXPERIENCE 5,000

WALLY'S HOUSE DBA CURRY CHILD ABUSE INTERVENTION CENTER

PO BOX 1845
GOLD BEACH,OR97444 		  PC HIRE A PROGRAM OPERATIONS ASSISTANT TO SUPPORT CAPACITY EXPANSION 15,000

WATERFALL CLINIC

1890 WAITE ST
NORTH BEND,OR97459 		  PC TO REMODEL THE STARFISH YOUTH THERAPY CENTER 30,000

WATERFALL CLINIC

1890 WAITE ST
NORTH BEND,OR97459 		  PC TO HIRE STAFF TO MANAGE THE GARDEN AND NUTRITION PROGRAM 8,000

WILD RIVERS LAND TRUST

93633 ELK RIVER RD
PORT ORFORD,OR97465 		  PC TO FUND CAPACITY AND PERSONNEL COSTS FOR THE REMEDIATION PROJECT OF BAGLEY CREEK 40,000
Total .................................right arrow 3a 1,213,653
bApproved for future payment

OHSU FOUNDATION
2020 SW 4TH AVE SUITE 900
PORTLAND,OR97201 		  PC 2024 NOVEL INTERVENTIONS IN CHILDREN'S HEALTHCARE (NICH) 100,600

OHSU FOUNDATION
2020 SW 4TH AVE SUITE 900
PORTLAND,OR97201 		  PC 2024 OREGON VISION HEALTH NETWORK - SOUTH COAST 283,530
Total ................................. right arrow 3b 384,130
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 927,639  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,212,039  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRETURN OF PARTNERSHIP CAPITAL 		    14 35,355  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,175,033 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,175,033
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
JUDITH ANN MOGAN FOUNDATION
 
Employer identification number

84-4560891
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
JUDITH ANN MOGAN FOUNDATION
  		Employer identification number
84-4560891
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
AL PEIRCE CO LLC
 
PO BOX 300
 
COOS BAY, OR97420

$ 309,823


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
JUDITH ANN MOGAN FOUNDATION
  		Employer identification number

84-4560891
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
JUDITH ANN MOGAN FOUNDATION
  		Employer identification number

84-4560891
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
JUDITH ANN MOGAN FOUNDATION
EIN:
84-4560891
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 50,953 15,286   35,667

TY 2024 InvestmentsCorpBondsSchedule
Name:
JUDITH ANN MOGAN FOUNDATION
EIN:
84-4560891
Name of Bond End of Year Book Value End of Year Fair Market Value
ACCENTURE CAPITAL INC 82,532 82,532
AMER BEACON AHL MNGD FUT STR Y 58,393 58,393
AMERICAN BEACON AHL TARGETRISK 49,531 49,531
AMGEN INC 45,084 45,084
ASTRAZENECA FINANCE LLC 45,093 45,093
ASTRAZENECA PLC 60,789 60,789
AT&T INC 120,727 120,727
BANK OF AMERICA CORP 93,265 93,265
BANK OF AMERICA CORP 92,502 92,502
BLACKROCK EVENT DRIVEN EQ INST 62,645 62,645
BLACKROCK GLB EQ MKT NEUTRAL I 62,889 62,889
BLACKROCK INC 57,329 57,329
BLACKROCK SYSTMC MULTI STRAT I 116,091 116,091
BNY MELLON GLB REAL RETURN I 71,752 71,752
BP CAPITAL MARKETS AMERICA INC 105,164 105,164
CALAMOS MARKET NEUTRAL INC I 55,033 55,033
CITIGROUP INC 123,774 123,774
CITIGROUP INC 42,522 42,522
COMCAST CORP 27,997 27,997
CVS HEALTH CORP 39,049 39,049
DIAMOND HILL LONG-SHORT I 46,895 46,895
DOUBLELINE TOTAL RETURN I 1,056,722 1,056,722
DRIEHAUS EVENT DRIVEN INSTL 53,562 53,562
EQUINOR ASA 84,050 84,050
FEDERATED HERMES CORP BD STRGY 307,505 307,505
FEDERATED HERMES HI YLD STRGY 60,324 60,324
FEDERATED HERMES INTL BD STRGY 115,231 115,231
FEDERATED HERMES MTG STRATEGY 2,068,271 2,068,271
GQG PARTNERS EMRG MKTS EQ INS 793,066 793,066
INVESCO PREM US GOVT MNY INST 667,661 667,661
JOHN HANCOCK DVRSFD MACRO I 59,229 59,229
JPMORGAN CHASE & CO 58,655 58,655
JPMORGAN CHASE & CO 59,512 59,512
JPMORGAN CHASE & CO 52,309 52,309
JPMORGAN HEDGED EQUITY I 58,360 58,360
JPMORGAN MORTGAGE-BACKED SEC I 1,098,653 1,098,653
LOCORR MARKET TREND I 45,744 45,744
MSILF TREASURY SECURITIES INST 312,499 312,499
NEUBERGER BERMAN LG SH INST 67,662 67,662
ORACLE CORP 96,289 96,289
PHILIP MORRIS INTERNATIONAL INC 135,301 135,301
PIMCO CREDIT OPP BD I2 54,863 54,863
PIMCO MORTGAGE OPP & BD I2 127,067 127,067
SHELL FINANCE US INC 86,616 86,616
THE GOLDMAN SACHS GROUP INC 92,158 92,158
THE GOLDMAN SACHS GROUP INC 23,366 23,366
THE GOLDMAN SACHS GROUP INC 91,080 91,080
THORNBURG STRATEGIC INC I 41,303 41,303
US BANCORP 95,390 95,390

TY 2024 InvestmentsCorpStockSchedule
Name:
JUDITH ANN MOGAN FOUNDATION
EIN:
84-4560891
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 8,644 8,644
A O SMITH CORP 8,117 8,117
ABB LTD 56,149 56,149
ABBOTT LABORATORIES 48,977 48,977
ABBVIE INC 71,969 71,969
ACCENTURE PLC 27,278 27,278
ADIDAS 9,266 9,266
AGILENT TECHNOLOGIES 14,643 14,643
AIA GROUP LTD 29,571 29,571
AIR LIQUIDE 30,646 30,646
AIRBNB INC 25,756 25,756
AIRBUS SE 18,752 18,752
AKAMAI TECHNOLOGIES INC 6,137 6,137
AKZO NOBEL NV 8,683 8,683
ALBANY INTL 5,633 5,633
ALBEMARLE CORP 4,766 4,766
ALCON INC 8,574 8,574
ALIBABA GROUP HLDG LTD 5,357 5,357
ALLEGION PUB LTD CO 7,825 7,825
ALPHABET INC CL A 92,000 92,000
ALPHABET INC CL C 59,798 59,798
AMADEUS IT GROUP SA 39,971 39,971
AMAZON COM INC 171,124 171,124
AMEREN CORP 8,415 8,415
AMERICAN ELEC PWR CO INC 8,610 8,610
AMERICAN EXPRESS CO 26,401 26,401
AMGEN INC 16,362 16,362
AMPHENOL CORP 5,591 5,591
ANALOG DEVICES INC 25,495 25,495
ANHEUSER BUSCH INBEV SA 14,070 14,070
ANSYS INC 8,871 8,871
ANZ GROUP HLDGS LTD 7,369 7,369
AON PLC 21,765 21,765
APPLE INC 103,674 103,674
APPLIED MATERIALS INC 11,182 11,182
APPLOVIN CORP 6,616 6,616
ARCHROCK INC 14,834 14,834
ARES MANAGEMENT CORP 29,210 29,210
ARGENX SE 9,144 9,144
ARISTA NETWORKS INC 12,932 12,932
ARROW ELECTRONICS 8,349 8,349
ASHTEAD GROUP PLC ADR 10,957 10,957
ASML HOLDING NV NY REG NEW 59,996 59,996
ASTELLAS PHARMA INCADR 10,369 10,369
ASTRAZENECA PLC ADR 65,389 65,389
AT&T INC 24,205 24,205
AUTOLIV INC 8,078 8,078
AUTOMATIC DATA PROCESSING INC 25,818 25,818
AUTONATION INC 14,645 14,645
AUTOZONE INC 26,266 26,266
AVALONBAY COMM INC 8,292 8,292
AVERY DENNISON CORPORATION 7,302 7,302
AXA ADS 26,369 26,369
B&M EUROPEAN VALUE RET SA ADR 2,723 2,723
BAE SYS PLC SPON ADR 14,154 14,154
BANK OF AMERICA CORP 33,842 33,842
BANK OF NEW YORK MELLON CORP 22,819 22,819
BASF SE SP ADR 5,694 5,694
BAYER AG SPON ADR 5,215 5,215
BECTON DICKINSON & CO 8,434 8,434
BERKSHIRE HATHAWAY CL-B NEW 11,299 11,299
BHP GROUP LIMITED ADR 24,366 24,366
BIO RAD LAB A 7,674 7,674
BLACKROCK INC 22,552 22,552
BLACKSTONE INC 21,380 21,380
BLOCK INC CL A 2,746 2,746
BLUE OWL CAPITAL INC 17,747 17,747
BOOKING HOLDINGS INC 14,384 14,384
BOOZ ALLEN HAMILTON HLDG CL-A 6,096 6,096
BORG WARNER INC 5,404 5,404
BOX,INC. CL A 10,554 10,554
BP PLC ADS 9,164 9,164
BRISTOL MYERS SQUIBB CO 20,022 20,022
BRITISH AMER TOB SPON ADR 9,044 9,044
BROADCOM INC 105,951 105,951
BROOKFIELD CORP CL A 11,605 11,605
BUILDERS FIRSTSOURCE INC 8,205 8,205
BUNZL PLC NEW 10,857 10,857
BXP INC 8,105 8,105
CABOT CORP 6,845 6,845
CADENCE DESIGN SYSTEM 32,149 32,149
CANADIAN NATL RAILWAY CO 15,937 15,937
CANADIAN NATURAL RESOURCES LTD 12,348 12,348
CAPGEMINI S E UNSPONSORED ADR 21,716 21,716
CARLSBERG AS 8,086 8,086
CARRIER GLOBAL CORPORATION 11,263 11,263
CBRE GROUP INC - A 14,179 14,179
CENCORA INC 27,411 27,411
CENOVUS ENERGY INC COM 13,620 13,620
CENTENE CORPORATION 5,917 5,917
CENTERPOINT ENERGY INC 15,770 15,770
CF INDUSTRIES HOLDINGS,INC 12,201 12,201
CHARLES RIVER LABS INTL INC 7,338 7,338
CHEVRON CORP 33,168 33,168
CHIPOTLE MEXICAN GRILL INC COM 26,170 26,170
CHUBB LTD 40,892 40,892
CHUGAI PHARMACEUTIC UNSP ADR 8,261 8,261
CIRRUS LOGIC INC 8,592 8,592
CISCO SYS INC 32,856 32,856
CME GROUP INC 20,848 20,848
CMS ENERGY CP 5,739 5,739
COCA COLA CO 31,504 31,504
COCA-COLA EUROPACIFIC PARTNERS 8,910 8,910
COMCAST CORP (NEW) CLASS A 30,962 30,962
COMPASS GROUP PLC SPD ADR 20,270 20,270
CONMED CORP 5,323 5,323
CONOCOPHILLIPS 35,999 35,999
COPT DEFENSE PROPERTIES SH BEN 5,509 5,509
CORPAY INC 19,707 19,707
CRH PLC 26,646 26,646
CSX CORP 8,519 8,519
CUMMINS INC 8,422 8,422
D R HORTON INC 25,168 25,168
DAIICHI SANKYO CO LTD SPON ADR 17,972 17,972
DAIKIN INDS LTD UNSPON ADR 8,537 8,537
DANAHER CORPORATION 30,530 30,530
DANONE SPONSORED ADR 8,577 8,577
DARDEN RESTAURANTS 9,790 9,790
DATADOG INC CL A 16,289 16,289
DBS GROUP HOLDINGS LTD SP 23,331 23,331
DEERE & CO 12,611 12,611
DELL TECHNOLOGIES INC CL C 14,405 14,405
DELTA AIR LINES INC NEW 16,335 16,335
DENSO CORP LTD ADR 10,921 10,921
DEUTSCHE BK AG REG SHS 11,833 11,833
DIAGEO PLC SPON ADR NEW 9,236 9,236
DIAMONDBACK ENERGY INC 23,755 23,755
DIODES INC 2,836 2,836
DISCOVER FINCL SVCS 25,465 25,465
DNB ASA ADR 31,665 31,665
DOORDASH INC CL A 11,102 11,102
DR ING H C F PORSCHE AG ADR 5,269 5,269
DSV AS ADR 17,728 17,728
DTE ENERGY COMPANY 5,660 5,660
DYNATRACE INC 24,729 24,729
EASTMAN CHEMICAL COMPANY 7,682 7,682
EATON CORP PLC SHS 5,630 5,630
EBAY INC 8,487 8,487
ECOLAB INC 16,733 16,733
EDWARD LIFESCIENCES CORP 3,286 3,286
ELEKTA B SHS ADR 2,739 2,739
ELI LILLY & CO 25,959 25,959
EMERSON ELECTRIC CO 16,483 16,483
ENGIE SPONS ADR 31,438 31,438
ENTERGY CORP NEW 14,930 14,930
EOG RESOURCES INC 17,774 17,774
EPIROC AKTIEBOLAG ADR 21,871 21,871
EQUINOR ASA 15,327 15,327
ERICSSON LM TEL ADR CL B NEW 11,663 11,663
ESSILORLUXOTTICA ADR 41,352 41,352
EVOLUTION AB ADR 5,052 5,052
EXXON MOBIL CORP 35,928 35,928
FAIR ISAAC & CO INC 7,452 7,452
FERRARI N V 8,442 8,442
FIDELITY NATL INFORMATION SE 26,573 26,573
FIRSTCASH HLDGS INC 5,094 5,094
FIRSTENERGY CORP 16,548 16,548
FLEXTRONICS INTL LTD 20,884 20,884
FORMFACTOR INC 5,808 5,808
FORTIVE CORP 29,100 29,100
FUJITSU LTD ADR NEW 11,543 11,543
GALLAGHER ARTHUR J & CO 43,713 43,713
GATX CORP 14,490 14,490
GE AEROSPACE NEW 17,346 17,346
GENERAL MILLS INC 14,029 14,029
GENL DYNAMICS CORP 15,026 15,026
GENMAB A S ADR 8,118 8,118
GENUINE PARTS CO 5,554 5,554
GIVAUDAN SA ADR 17,418 17,418
GOLDMAN SACHS GRP INC 28,568 28,568
HDFC BANK LTD ADR 11,367 11,367
HEINEKEN NV SPN ADR 10,813 10,813
HERMES INTL SCA UNSPON ADR 16,650 16,650
HEWLETT PACKARD ENTERPRISE 10,483 10,483
HEXCEL CORP NEW 8,715 8,715
HITACHI 10 COM NEW ADR 22,696 22,696
HOLOGIC INC 20,113 20,113
HOME DEPOT INC 64,572 64,572
HONEYWELL INTL INC 65,056 65,056
HONG KONG EXCHANGES & CLEARING 11,120 11,120
HOULIHAN LOKEY INC CL A 14,511 14,511
HOYA CORP SPONS ADR 5,391 5,391
HUBSPOT, INC. 5,938 5,938
HUMANA INC 2,869 2,869
HUNTINGTON BANCSHARES 23,608 23,608
HUNTINGTON INGALLS INDUSTRIES 5,347 5,347
IBERDROLA SA SPON ADR 8,594 8,594
ILL TOOL WORKS INC 16,041 16,041
IMPERIAL BRANDS PLC SPD ADR 12,438 12,438
INDUSTRIA DE DISENO TEXTIL IND 22,488 22,488
ING GROEP NV ADR 17,409 17,409
INSPERITY INC COM 5,499 5,499
INTERCONTINENTAL EXCHANGE INC 11,036 11,036
INTL BUSINESS MACHINES CORP 39,789 39,789
INTUIT INC 57,373 57,373
INTUITIVE SURGICAL INC 37,109 37,109
ISHARES 7-10 YR TREASRY BD ETF 3,014,795 3,014,795
ISHARES CORE MSCI EMERGING 833,483 833,483
ISHARES CORE MSCI INT DEVP MAR 2,712,704 2,712,704
ITOCHU CORP ADR 25,515 25,515
JACOBS SOLUTIONS INC 15,767 15,767
JOHNSON & JOHNSON 48,882 48,882
JOHNSON MATTHEY PUB LTD CO ADR 4,733 4,733
JPMORGAN CHASE & CO 145,744 145,744
JULIUS BAER GROUP LTD UN ADR 12,389 12,389
KBR INC 8,574 8,574
KENVUE INC 19,300 19,300
KERING S A ADR NEW 3,257 3,257
KEYENCE CORP 16,651 16,651
KEYSIGHT TECHNOLOGIES INC 14,410 14,410
KINGFISHER PLC SPONS ADR NEW 12,352 12,352
KINROSS GOLD CORP NEW 10,902 10,902
KION GROUP AG ADR 5,130 5,130
KKR & CO INC CL A 66,855 66,855
KLA CORPORATION 35,626 35,626
KONINKLIJKE KPN NV ADR 11,157 11,157
KONINKLIJKE PHIL EL SP ADR NEW 14,154 14,154
KT CORP SPON ADR 8,831 8,831
L OREAL CO ADR 29,522 29,522
LAM RESEARCH CORPORATION NEW 16,685 16,685
LEGRAND SA 13,731 13,731
LEIDOS HLDGS INC 16,711 16,711
LENNAR CORPORATION 11,706 11,706
LINDE PLC 18,391 18,391
LOCKHEED MARTIN CORP 15,109 15,109
LONDON STK EXCHANGE GROUP ADR 36,004 36,004
LPL FINL HLDGS INC COM 30,459 30,459
LVMH MOET HENNESSY LOUIS VUITT 21,716 21,716
MACQUARIE GROUP LIMITED ADR 10,761 10,761
MAGNA INTERNATIONAL INC 8,274 8,274
MARATHON PETROLEUM CORP 15,764 15,764
MARSH & MCLENNAN COS INC 28,888 28,888
MARUBENI CORP ADR 8,375 8,375
MARVELL TECHNOLOGY INC 48,598 48,598
MASCO CORP 7,910 7,910
MASTERCARD INC CL A 34,715 34,715
MC DONALDS CORP 39,425 39,425
MCKESSON CORP 31,945 31,945
MEDTRONIC PLC SHS 16,935 16,935
MERCADOLIBRE INC 7,547 7,547
MERCK & CO INC NEW COM 17,310 17,310
META PLATFORMS INC CL A 64,406 64,406
MGM RESORTS INTERNATIONAL 5,544 5,544
MICROCHIP TECHNOLOGY INC 11,470 11,470
MICRON TECH INC 20,956 20,956
MICROSOFT CORP 210,329 210,329
MIDDLEBY CORP DEL 8,627 8,627
MITSUBISHI ELECTRIC ADR 17,303 17,303
MITSUBISHI UFJ FINCL GRP ADS 14,720 14,720
MITSUI FUDOSAN CO LTD ADR 16,922 16,922
MONDELEZ INTL INC COM 17,979 17,979
MONOLITHIC PWR SYSTEMS INC 33,990 33,990
MOOG INC CL A 12,831 12,831
MORGAN STANLEY 49,408 49,408
MSCI INC COM 20,346 20,346
MTU AERO ENGINES AG 11,651 11,651
MUENCHENER RUECK-UNSPONS ADR 44,639 44,639
MURATA MANUFACTURING CO LTD 5,578 5,578
MYRIAD GENETIC INC 4,744 4,744
NATERA INC COM 2,738 2,738
NATIONAL GRID PLC SPON ADR 24,659 24,659
NATL BK CDA 16,764 16,764
NATWEST GROUP PLC ADR 17,747 17,747
NESTLE SPON ADR REP REG SHR 51,724 51,724
NETFLIX INC 35,755 35,755
NEXTERA ENERGY INC 19,930 19,930
NICE LTD ADR 9,861 9,861
NIPPON TELEGRAPH&TELEPHONE ADS 20,798 20,798
NITORI HLDGS CO LTD ADR 6,142 6,142
NOMURA RESH INST LTD ADR 14,022 14,022
NORFOLK SOUTHERN CORP 22,537 22,537
NORTHROP GRUMMAN CP 20,251 20,251
NOVARTIS AG ADR 18,975 18,975
NOVO NORDISK A/S ADR 54,107 54,107
NVIDIA CORPORATION 199,421 199,421
NXP SEMICONDUCTORS NV 21,616 21,616
OMNICOM GROUP 14,369 14,369
OMRON CORP 2,838 2,838
ON SEMICONDUCTOR CORP 7,503 7,503
ORACLE CORP 58,491 58,491
PACKAGING CORP AMER 11,129 11,129
PALO ALTO NETWORKS INC 5,213 5,213
PANASONIC HOLDINGS CORP ADR 9,858 9,858
PAPA JOHNS INTL INC 6,982 6,982
PARKER HANNIFIN CORP 28,732 28,732
PAYPAL HLDGS INC COM 8,535 8,535
PENN ENTERTAINMENT INC 2,993 2,993
PEPSICO INC NC 10,739 10,739
PERSIMMON PLC UNSPONS ADR 5,041 5,041
PHILIP MORRIS INTL INC 35,142 35,142
PHILLIPS 66 COM 5,940 5,940
PNC FINL SVCS GP 22,371 22,371
PPG INDUSTRIES INC 10,373 10,373
PPL CORPORATION 16,879 16,879
PROCTER & GAMBLE 33,362 33,362
PROGRESSIVE CORP OHIO 40,254 40,254
PROLOGIS INC COM 8,087 8,087
PRYSMIAN S P A MILANO ADR 20,048 20,048
PUBLIC SERVICE ENTERPRISE GP 8,443 8,443
PUBLIC STORAGE 8,094 8,094
QIAGEN NV NEW 8,327 8,327
QUALCOMM INC 7,839 7,839
QUANTA SERVICES INC 8,674 8,674
RAYMOND JAMES FINCL INC 11,280 11,280
RECRUIT HOLDINGS CO. LTD. ADR 37,429 37,429
REGENERON PHARMACEUTICALS INC 2,847 2,847
REINSURANCE GROUP OF AMERICA 13,954 13,954
RELX PLC SPONSORED ADR 22,801 22,801
REPUBLIC SERVICES INC 8,387 8,387
ROBERT HALF INC 11,062 11,062
ROCHE HOLDINGS ADR 21,870 21,870
ROLLS ROYCE HOLDINGS PLC 22,752 22,752
RYDER SYSTEMS INC 13,800 13,800
SAFRAN SA 59,574 59,574
SALESFORCE INC 10,831 10,831
SAMPO OYJ UNSPON ADR 14,476 14,476
SANDVIK AB SPONS ADR 8,417 8,417
SANOFI ADR 23,054 23,054
SAP AG 87,158 87,158
SBA COMMUNICATNS CORP NEW CL A 8,618 8,618
SCHLUMBERGER LTD 20,704 20,704
SERVICENOW INC 72,004 72,004
SEVEN & I HLDGS CO LTD ADR 15,730 15,730
SHELL PLC ADR 14,034 14,034
SHIN ETSU CHEM CO LTD ADR 12,974 12,974
SHOPIFY INC 16,056 16,056
SIEMENS AKTIENGESELLSCHAFT 44,376 44,376
SIEMENS HEALTHINEERS AG ADR 14,394 14,394
SIKA AG ADR 15,359 15,359
SMC CORP COMMON 13,149 13,149
SMURFIT WESTROCK LTD 15,081 15,081
SNAP-ON INC 11,272 11,272
SOCIETE GENERALE SP ADR 8,691 8,691
SONOCO PRODUCTS CO 5,569 5,569
SONY GROUP CORPORATION ADR 19,763 19,763
SOUTHERN CO 16,382 16,382
SPDR BLOOMBERG 1-3 MONTH T-B 37,395 37,395
SPOTIFY TECHNOLOGY SA 15,488 15,488
STANDARD CHARTERED PLC ADR 12,109 12,109
STARBUCKS CORP WASHINGTON 5,975 5,975
STORA ENSO SP ADR SER R 5,645 5,645
STRAUMANN HLDG AG ADR 5,850 5,850
SUMITOMO CORP SPON ADR 12,018 12,018
SUN LIFE FINL SVCS CDA INC 11,571 11,571
SUZUKI MTR CORP ADR 20,046 20,046
SYNOPSYS INC 2,773 2,773
SYSCO CORP 28,061 28,061
TAIWAN SMCNDCTR MFG CO LTD ADR 89,858 89,858
TDK CP ADR NEW 17,315 17,315
TECHNOPRO HLDGS INC ADR 5,841 5,841
TECK RESOURCES LTD 14,510 14,510
TELEDYNE TECH INC 11,314 11,314
TELEPERFORMANCE SA UNSP ADR 2,608 2,608
TENCENT HLDGS LTD UNSPON ADR 15,156 15,156
TERUMO CORP ADR UNSPONS ADR 5,670 5,670
TESLA INC 41,596 41,596
TEXAS INSTRUMENTS 12,736 12,736
TFI INTL INC 13,439 13,439
THE CIGNA GROUP 2,838 2,838
THERMO FISHER SCIENTIFIC 23,097 23,097
THK CO LTD UNSPONSORED ADR 3,325 3,325
TJX COS INC NEW 17,759 17,759
T-MOBILE US INC COM 16,825 16,825
TOKI MARINE HOLDING INS ADR 22,050 22,050
TOKYO ELECTRON LTD UNSPON ADR 20,236 20,236
TOTALENERGIES SE SPONSORED ADS 48,233 48,233
TOYOTA MOTOR CP ADR NEW 22,769 22,769
TRADE DESK INC CLASS A 12,693 12,693
TRANE TECHNOLOGIES PLC 28,091 28,091
TRANSDIGM GROUP INC 13,625 13,625
TRIMBLE INC 11,164 11,164
UBER TECHNOLOGIES INC 48,316 48,316
UMICORE SA ADR 2,520 2,520
UNICHARM CORP UNSPON ADR 4,477 4,477
UNICREDIT SPA-ADR 29,281 29,281
UNILEVER PLC (NEW) ADS 31,582 31,582
UNION PACIFIC CORP 23,032 23,032
UNITED AIRLINES HLDGS INC 16,313 16,313
UNITED RENTALS INC 11,266 11,266
UNITEDHEALTH GP INC 76,891 76,891
US FOODS HOLDING CORP 23,611 23,611
UTD OVERSEAS BK LTD SPON ADR 14,434 14,434
VALERO ENERGY CP DELA NEW 14,588 14,588
VALMONT INDUSTRIES 7,692 7,692
VANGUARD RUSSELL 1000 GROWTH 4,595,817 4,595,817
VANGUARD RUSSELL 1000 VAL ETF 3,224,244 3,224,244
VANGUARD SHORT-TERM TREASURY 552,128 552,128
VERALTO CORP 22,814 22,814
VERISK ANALYTICS INC COM 22,381 22,381
VERTIV HOLDINGS LLC CL A 5,031 5,031
VISA INC CL A 65,420 65,420
W W GRAINGER INC 2,778 2,778
WABTEC CORP 16,457 16,457
WALMART INC 52,403 52,403
WALT DISNEY CO HLDG CO 36,968 36,968
WASTE MGMT INC 17,110 17,110
WEBSTER FINCL CORP 7,952 7,952
WEC ENERGY GROUP INC COM 16,645 16,645
WELLS FARGO & CO NEW 50,784 50,784
WEST PHARMACEUTICAL SVCS INC 29,173 29,173
WEX INC COM 8,352 8,352
WINTRUST FIN CORP 8,335 8,335
WOODWARD INC COM 11,232 11,232
WORKDAY INC CL A 24,992 24,992
WPP PLC SPON NEW ADR 14,135 14,135
ZURICH INSURANCE GRP LTD ADR 14,834 14,834

TY 2024 InvestmentsGovtObligationsSch
Name:
JUDITH ANN MOGAN FOUNDATION
EIN:
84-4560891
US Government Securities - End of Year Book Value:

1,293,489
US Government Securities - End of Year Fair Market Value:

1,293,489
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
JUDITH ANN MOGAN FOUNDATION
EIN:
84-4560891
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCRUED INTEREST FMV 19,063 19,063
BLACKSTONE BCRED FMV 445,540 445,540
COATUE OFFSHORE MASTER FUND LP FMV 27,597 27,597
CORTLAND ENHANCED VALUE FUND V LP FMV 458,436 458,436
HCF VI ACCESS FUND FMV 543,748 543,748
HV DOVER STREET ACESS FUND LP FMV 85,206 85,206
OAKTREE STRATEGIC CF-I ESC FMV 99,577 99,577
PE PREMIER BLKSTONE SP IX FMV 572,981 572,981
PLATINUM ECP VI FMV 189,539 189,539
RREF V DEBT DOMESTIC INVESTORS LP FMV 70,199 70,199
SCHONFELD LTD FMV 18,760 18,760
SEG PARTNERS OFFSHORE CLASS I FMV 37,813 37,813
STEPSTONE VC V OFFSHORE FMV 352,425 352,425
THIRD POINT OFFSHORE LTD FMV 46,873 46,873

TY 2024 LegalFeesSchedule
Name:
JUDITH ANN MOGAN FOUNDATION
EIN:
84-4560891
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,448 0   7,721


TY 2024 OtherAssetsSchedule
Name:
JUDITH ANN MOGAN FOUNDATION
EIN:
84-4560891
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID SUBSCRIPTION OAKTREE 100,000 0 0
TAXES RECEIVABLE 4,332 0 0


TY 2024 OtherDecreasesSchedule
Name:
JUDITH ANN MOGAN FOUNDATION
EIN:
84-4560891
Description Amount
UNREALIZED LOSS ON INVESTMENTS 567,954


TY 2024 OtherExpensesSchedule
Name:
JUDITH ANN MOGAN FOUNDATION
EIN:
84-4560891
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ALTERNATIVE INVESTMENT EXPENSES 0 1,567   0
AMORTIZATION OF PREMIUMS/DISCOUNTS 0 481   0
BANK FEES 1,249 1,249   0
DUES AND SUBSCRIPTIONS 20,783 0   20,783
EDUCATION/TRAINING 3,000 0   3,000
INSURANCE EXPENSE 12,518 0   8,299
MISCELLANEOUS 661 0   661
OFFICE SUPPLIES 2,316 0   2,314
POSTAGE & DELIVERY 136 0   136


TY 2024 OtherIncomeSchedule2
Name:
JUDITH ANN MOGAN FOUNDATION
EIN:
84-4560891
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RETURN OF PARTNERSHIP CAPITAL 35,355   35,355


TY 2024 OtherLiabilitiesSchedule
Name:
JUDITH ANN MOGAN FOUNDATION
EIN:
84-4560891
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 40,991 65,671
TAXES PAYABLE 0 46,168


TY 2024 OtherProfessionalFeesSchedule
Name:
JUDITH ANN MOGAN FOUNDATION
EIN:
84-4560891
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 269,432 269,432   0
CONSULTING FEES 4,478 0   4,478


TY 2024 TaxesSchedule
Name:
JUDITH ANN MOGAN FOUNDATION
EIN:
84-4560891
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 0 25,517   0
EXCISE TAX 78,200 0   0