2025-10-01T14:39:10-04:00 2024-12-31 931235599 KUENZI & COMPANY LLC 650 HAWTHORNE AVE SE STE 110 SALEM OR 97301 990 2024-01-01 931229227 LARRY AND JEANETTE EPPING FAMILY FOUNDATION C/O PIONEER TRUST BANK LARR 5033633136 PO BOX 2305 SALEM OR 97308 GARY J EPPING PRESIDENT 5033633136 2025-09-30 true false TERRENCE L KUENZI P00009441 5033997306 2025-10-01 X 2024 2025-03-06 01:10:19Z GARY J EPPING PO BOX 2305 SALEM OR 97308 24552055 false X X 1997 OR DISTRIBUTE MONEY AND PROPERTY TO SUPPORTED CHARITIES 5 5 0 0 0 0 6502769 13654294 349888 221846 6852657 13876140 7387985 8411911 0 0 0 0 524901 375550 7912886 8787461 -1060229 5088679 184126149 189209498 11972 6642 184114177 189202856 X THE CORPORATION IS ORGANIZED AND AT ALL TIMES SHALL OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF OUR SUPPORTED CHARITIES, ALL OF WHICH ARE NON-PROFIT ORGANIZATIONS DESCRIBED IN IRC SECTION 501(C)(3). THE SPECIFIC PURPOSES OF THE CORPORATION ARE TO SOLICIT, RECEIVE AND MAINTAIN GIFTS OF MONEY AND PROPERTY AND TO DISTRIBUTE MONEY AND PROPERTY ON BEHALF OF THE SUPPORTED CHARITIES AND TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES RELATED TO THE SUPPORTED CHARITIES. false false 3200574 3200574 THE SALEM FOUNDATION 1568993 1568993 OREGON COMMUNITY FOUNDATION 915000 915000 SALEM CATHOLIC SCHOOLS FOUNDATION 2727344 2727344 GRANTS: ROMAN CATHOLIC ARCHDIOCESE OF PORTLAND IN OREGON 209,344 BOY SCOUTS OF AMERICA, CASCADE PACIFIC COUNCIL 400,000 MT. ANGEL ABBEY & SEMINARY 525,000 BENEDICTINE SISTERS OF MT. ANGEL 118,000 BOYS & GIRLS CLUB OF SALEM 850,000 BLANCHET CATHOLIC SCHOOL 625,000 EXPENSES 2,727,344. INCLUDING GRANTS OF 2,727,344. REVENUE 0. 2727344 2727344 8411911 true false false false false false false false false false true false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 5 0 0 false false false false false false false false X 5 5 true false false false false false false true true false false true true true true false false false false false OR X PIONEER TRUST BANK 5033633136 PO BOX 2305 SALEM OR 97308 X JIM BAUER DIRECTOR 1.00 X 0 0 0 MICHAEL COMPTON DIRECTOR 1.00 X 0 0 0 SHAWN M ENGELBERG VICE PRESIDE 2.00 X X 0 0 0 GARY J EPPING PRESIDENT 2.00 X X 0 0 0 RON RUFENER SECRETARY/TR 2.00 X X 0 0 0 false false false PIONEER TRUST BANK NA PIONEER TRUST BANK NA PO BOX 2305 SALEM OR 97308 MANAGEMENT SERV 325541 1 5195441 5195441 1371663 1213255 158408 158408 158408 12282946 5638567 9462660 2820286 5638567 8458853 8458853 PARTNERSHIP INCOME 60000 60000 OTHER REVENUE 3438 3438 63438 13876140 13876140 8411911 8411911 181573 181573 1680 1680 21000 21000 126993 126993 24810 24810 FOREIGN TAXES 17044 17044 OTHER TAXES 2450 2450 8787461 8411911 375550 0 1 2178951 4436696 82210 81884 205277 180753 17701637 1439607 16464837 16262030 163694873 166748135 1500000 1500000 184126149 189209498 7869 6642 4103 11972 6642 X 184114177 189202856 184114177 189202856 184126149 189209498 5088679 X false false false X X 9 THE BOYS AND GIRLS CLUB OF SALEM 930581470 8 true 850000 0 THE SALEM FOUNDATION 936018523 10 true 3200574 0 BENEDICTINE SISTERS OF MT ANGEL 930387331 1 true 118000 0 BOY SCOUTS OF AMERICA 221576300 8 true 400000 0 BLANCHET SCHOOL 931171184 2 true 625000 0 OREGON COMMUNITY FOUNDATION 237315673 8 true 1568993 0 SALEM CATHOLIC SCHOOLS FOUNDATION 930727839 2 true 915000 0 MT ANGEL ABBEY 930386869 1 true 525000 0 ROMAN CATHOLIC ARCHIOCESE OF PORTLAND 930114100 1 true 209344 0 9 8411911 0 true false false false false false false false false false false false false false false true true true 0 93516 0 5342464 7073668 5342464 7167184 202985 202807 0 1241270 1552860 3898209 5411517 193170828 210033734 3380 275652 33101886 33689036 226276094 243998422 0 0 226276094 243998422 3394141 3659976 222881953 240338446 7800868 8411846 0 7800868 8411846 3898209 3313478 7800868 7800868 0 7800868 8411911 0 0 0 0 0 8411911 8411911 7800868 1.000000000000 7800868 0 0 0 0 0 573169 573169 0 573169 0 0 8411911 0 7227699 1184212 0 0 1184212 0 0 0 0 1184212 PART I, LINE 11H OREGON COMMUNITY FOUNDATION 23-7315673 8 X 1,568,993 0 SALEM CATHOLIC SCHOOLS FOUNDATION 93-0727839 2 X 915,000 0 MT. ANGEL ABBEY 93-0386869 1 X 525,000 0 ROMAN CATHOLIC ARCHIOCESE OF PORTLAND 93-0114100 1 X 209,344 0 PART IV, SECTION D, LINE 3 DIRECTOR MICHAEL COMPTON IS A TRUSTEE FOR THE SALEM FOUNDATION-ONE OF THE SUPPORTED ORGANIZATIONS. DIRECTOR COMPTON ALSO SERVES ON THE INVESTMENT COMMITTEE FOR THE LARRY AND JEANETTE EPPING FAMILY FOUNDATION AND DUE TO THE ROLES ON THE INVESTMENT COMMITTEE AND BOARD OF DIRECTORS, HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME AND ASSETS AT ALL TIMES DURING THE TAX YEAR. PART V, SECTION D, LINE 8 BENEDICTINE SISTERS OF MT ANGEL 118,000 BLANCHET SCHOOL 625,000 BOYS AND GIRLS CLUB OF SALEM 850,000 BOY SCOUTS OF AMERICA 400,000 MT ANGEL ABBEY 525,000 OREGON COMMUNITY FOUNDATION 1,568,993 ROMAN CATHOLIC ARCHDIOCESE OF PORTLAND 209,344 SALEM CATHOLIC SCHOOLS FOUNDATION 915,000 SALEM FOUNDATION 3,200,574 12118744 12118744 5577148 1439607 4137541 5745 5745 16262030 true OREGON COMMUNITY FOUNDATION 1221 SW YAMHILL 100 PORTLAND OR 97205 237315673 501C3 1568993 GENERAL SUPPORT ROMAN CATHOLIC ARCHDIOCESE OF PORTLAND IN OREGON - 2838 E BURNSIDE STREET PORTLAND OR 972141895 930114100 501C3 209344 GENERAL SUPPORT BOY SCOUTS OF AMERICA CASCADE PACIFIC COUNCIL 9700 SW NIMBUS AVE BEAVERTON OR 97008 930386792 501C3 400000 GENERAL SUPPORT MT ANGEL ABBEY & SEMINARY ONE ABBEY DRIVE ST BENEDICT OR 97373 930386869 501C3 525000 GENERAL SUPPORT BENEDICTINE SISTERS OF MT ANGEL 840 S MAIN STREET MT ANGEL OR 97362 930387331 501C3 118000 GENERAL SUPPORT BOYS & GIRLS CLUB OF SALEM 1395 SUMMER ST NE SALEM OR 97301 930581470 501C3 850000 GENERAL SUPPORT SALEM CATHOLIC SCHOOLS FOUNDATION 1850 45TH AVE NE SALEM OR 97305 930727839 501C3 915000 TUITION ASSISTANCE BLANCHET CATHOLIC SCHOOL 4373 MARKET STREET NE SALEM OR 97301 931171184 501C3 625000 TUITION ASSISTANCE SALEM FOUNDATION C/O PIONEER TRUST BANK NA PO BOX 2305 SALEM OR 973082305 936018523 501C3 3200574 GENERAL SUPPORT FORM 990 - ORGANIZATION'S MISSION THE CORPORATION IS ORGANIZED AND AT ALL TIMES SHALL OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF OUR SUPPORTED CHARITIES, ALL OF WHICH ARE NON-PROFIT ORGANIZATIONS DESCRIBED IN IRC SECTION 501(C)(3). THE SPECIFIC PURPOSES OF THE CORPORATION ARE TO SOLICIT, RECEIVE AND MAINTAIN GIFTS OF MONEY AND PROPERTY AND TO DISTRIBUTE MONEY AND PROPERTY ON BEHALF OF THE SUPPORTED CHARITIES AND TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES RELATED TO THE SUPPORTED CHARITIES. FORM 990, PAGE 2, PART III, LINE 4D GRANTS: ROMAN CATHOLIC ARCHDIOCESE OF PORTLAND IN OREGON 209,344 BOY SCOUTS OF AMERICA, CASCADE PACIFIC COUNCIL 400,000 MT. ANGEL ABBEY & SEMINARY 525,000 BENEDICTINE SISTERS OF MT. ANGEL 118,000 BOYS & GIRLS CLUB OF SALEM 850,000 BLANCHET CATHOLIC SCHOOL 625,000 EXPENSES 2,727,344. INCLUDING GRANTS OF 2,727,344. REVENUE 0. FORM 990, PART VI SECTION C, LINE 18: THE INFORMATIONAL FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PAGE 6, PART VI, LINE 2 GARY J EPPING SHAWN ENGELBERG PRESIDENT SECRETARY FAMILY RELATIONSHIP FORM 990, PAGE 6, PART VI, LINE 11B THE INFORMATIONAL FORM 990 IS SUBMITTED TO THE FULL BOARD FOR REVIEW AND THEN TO LEGAL COUNSEL FOR FINAL REVIEW OR TO ADDRESS ANY QUESTIONS THE BOARD MAY HAVE. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRES ARE REVIEWED ANNUALLY AND APPROPRIATE ACTION TAKEN IF NECESSARY. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.