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Nonprofit · EIN 41-1958210

SORLIE FAMILY FOUNDATION

Tax-exempt · BEND, OR 97702

Financials

$20K$19K2023$32K$25K2024$61K$25K2025
Revenue Expenses · by fiscal year end
Financials of SORLIE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$60,833$24,671$36,162$319,993$0$319,993
December 31, 2024990-PF$31,803$24,991$6,812$283,831$0$283,831
December 31, 2023990-PF$19,718$18,734$984$277,019$0$277,019
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$9,651
Net gain from sales of assets
$51,182

Expenses

Grants and similar amounts paid
$23,750
Disbursements for charitable purposes
$23,750
Excise tax on investment income
$839

Balance sheet and other

Total assets, start of year
$283,831
Total assets, end of year
$319,993
Total liabilities, end of year
$0
Net assets, end of year
$319,993
Fair market value of assets
$395,897
Qualifying distributions
$23,750
Net investment income
$60,833

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
OSCAR J SORLIE JR
3343 WINDWOOD WAY, BEND, OR 97703
VICE PRESIDE0$0
LAUREL M SORLIE
3343 WINDWOOD WAY, BEND, OR 97703
PRESIDENT, T0$0
JAMES S SORLIE
30 SAGEBRUSH, WICHITA, KS 67206
DIRECTOR0$0
JOHN D SORLIE
1260 QUINCY AVE, BEND, OR 97701
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
OSCAR J SORLIE JR
3343 WINDWOOD WAY, BEND, OR 97703
VICE PRESIDE0$0
LAUREL M SORLIE
3343 WINDWOOD WAY, BEND, OR 97703
PRESIDENT, T0$0
JAMES S SORLIE
30 SAGEBRUSH, WICHITA, KS 67206
DIRECTOR0$0
JOHN D SORLIE
1260 QUINCY AVE, BEND, OR 97701
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
OSCAR J SORLIE JR
3343 WINDWOOD WAY, BEND, OR 97703
VICE PRESIDE0$0
LAUREL M SORLIE
3343 WINDWOOD WAY, BEND, OR 97703
PRESIDENT, T0$0
JAMES S SORLIE
30 SAGEBRUSH, WICHITA, KS 67206
DIRECTOR0$0
JOHN D SORLIE
1260 QUINCY AVE, BEND, OR 97701
DIRECTOR0$0

Address and contacts

Address (IRS master file)
19800 SW TOUCHMARK WAY APT 180, BEND, OR 97702-3404
In care of
% OSCAR J SORLIE JR
Signed the 990-PF
OSCAR J SORLIE JR, VICE PRESIDENT, SECR
Phone
(541) 322-9470
Return prepared by
PICKETT & DEMUTH LTD

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
41-1958210
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$319,993
Income (IRS master file)
$110,633

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$60,833$24,671$319,993IRS
990-PFDecember 2024$31,803$24,991$283,831IRS
990-PFDecember 2023$19,718$18,734$277,019XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1958210).

Questions about SORLIE FAMILY FOUNDATION

What is the EIN of SORLIE FAMILY FOUNDATION?
The employer identification number (EIN) of SORLIE FAMILY FOUNDATION is 41-1958210.
Is SORLIE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to SORLIE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SORLIE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SORLIE FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SORLIE FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SORLIE FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does SORLIE FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $60,833, expenses of $24,671 and total assets of $319,993 at year end.

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