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Nonprofit · EIN 93-1046399

OCF JOSEPH E WESTON PUBLIC FOUNDATION

Tax-exempt · PORTLAND, OR 97205

Financials

$10.4M$25.8M2023$10.4M$27.1M2024
Revenue Expenses · by fiscal year end
Financials of OCF JOSEPH E WESTON PUBLIC FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$10,443,937$27,134,341-$16,690,404$637,514,988$2,666,220$634,848,768
December 31, 2023990$10,403,560$25,785,980-$15,382,420$559,817,715$2,764,029$557,053,686
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$4,432,590
Program service revenue
$0
Investment income
-$959,447
Net rental income
$6,970,794
Net gain from sales of assets
-$1,011,494
Other revenue
$6,970,794

Expenses

Grants and similar amounts paid
$25,197,858
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$13,819
Travel
$584
Program services (functional)
$25,693,728
Management and general (functional)
$1,440,613

Balance sheet and other

Total assets, start of year
$559,817,715
Total assets, end of year
$637,514,988
Total liabilities, end of year
$2,666,220
Net assets, end of year
$634,848,768
Land, buildings and equipment
$124,251,173
Net assets without donor restrictions
$634,848,768
Gross unrelated business income
$643,190
Gross receipts
$14,455,431
Employees
0
Volunteers
12
Year formed
1991
State of legal domicile
OR

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Lisa MensahTrustee (AS OF DECEMBER 2024)
Trustee or director
1$0$594,315$96,450
Erica D DaleyAssistant Secretary/ Assistant Treasurer
Officer
1$0$391,623$85,232
Ray KlinkeAssistant Secretary/ Assistant Treasurer
Officer
1$0$169,612$59,297
George PassadoreSecretary/Treasurer
Trustee or director, Officer
1$0$0$0
Joseph E WestonPresident
Trustee or director, Officer
1$0$0$0
Kathleen CornettVice President
Trustee or director, Officer
1$0$0$0
D Allen BaumanTrustee
Trustee or director
1$0$0$0
Jeffrey WestonTrustee
Trustee or director
1$0$0$0
Max WilliamsTrustee
Trustee or director
1$0$0$0
Sue MillerTrustee
Trustee or director
1$0$0$0
Tiffany Weston-MorkTrustee
Trustee or director
1$0$0$0
Tom FinkTRUSTEE (UNTIL DECEMBER 2024)
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Erica D DaleyAssistant Treasurer
Officer
1$0$339,869$75,412
Max WilliamsAssistant Secretary
Trustee or director, Officer
0.3$0$216,047$15,239
Ray KlinkeAssistant Secretary
Officer
1$0$145,830$52,850
George PassadoreSecretary/Treasurer
Trustee or director, Officer
1$0$0$0
Joseph E WestonPresident
Trustee or director, Officer
1$0$0$0
Kathleen CornettVice President
Trustee or director, Officer
1$0$0$0
D Allen BaumanTrustee
Trustee or director
1$0$0$0
Jeffrey WestonTrustee
Trustee or director
1$0$0$0
Sue MillerTrustee
Trustee or director
1$0$0$0
Tiffany Weston-MorkTrustee
Trustee or director
1$0$0$0
Tom FinkTrustee
Trustee or director
1$0$0$0
Greg ChailleOfficer Emeritus
Officer
1$0$0$0

Address and contacts

Address (IRS master file)
1221 SW YAMHILL ST STE 100, PORTLAND, OR 97205-2108
In care of
% JOSEPH E WESTON
Principal officer (990 for 2024)
Joseph Weston, 1221 SW Yamhill Street 100, Portland, OR 972052108
Signed the 990
Erica D Daley, Assistant Secretary
Phone
(503) 227-6846
Return prepared by
CROWE LLP

Mission

The OCF Joseph E. Weston Public Foundation (the Foundation) is a supporting organization of The Oregon Community Foundation (OCF). The Foundation makes grants that further the mission of OCF which is to improve lives of all Oregonians through the power of philanthropy.

990 for the year ended December 31, 2024

Program accomplishments

  • The Weston Foundation provides grants and scholarships across Oregon and SW Washington. The Weston Foundation makes grants to support children, the working poor, people with disabilities, senior citizens and the homeless. The Foundation awards scholarships to students at Oregon private elementary/middle/high schools and students at Oregon private and public colleges. In 2024, the foundation awarded grants to 541 organizations; 649 elementary/middle/high school students received scholarships, and 438 college students received scholarships.
    Expenses $25,693,728 · grants $25,197,858

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
93-1046399
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1992
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$637,514,988
Income (IRS master file)
$14,455,431

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$10,443,937$27,134,341$637,514,988XML
990-TDecember 2024–––IRS
990December 2023$10,403,560$25,785,980$559,817,715XML
990-TDecember 2023–––IRS
990December 2022$42,101,956$26,428,672$573,347,552IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––IRS
990December 2017–––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 93-1046399).

Questions about OCF JOSEPH E WESTON PUBLIC FOUNDATION

What is the EIN of OCF JOSEPH E WESTON PUBLIC FOUNDATION?
The employer identification number (EIN) of OCF JOSEPH E WESTON PUBLIC FOUNDATION is 93-1046399.
Is OCF JOSEPH E WESTON PUBLIC FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to OCF JOSEPH E WESTON PUBLIC FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does OCF JOSEPH E WESTON PUBLIC FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of OCF JOSEPH E WESTON PUBLIC FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OCF JOSEPH E WESTON PUBLIC FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of OCF JOSEPH E WESTON PUBLIC FOUNDATION?
The 990 for the year ended December 31, 2024 names Joseph Weston.
Who are the officers and directors of OCF JOSEPH E WESTON PUBLIC FOUNDATION?
The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
How much revenue does OCF JOSEPH E WESTON PUBLIC FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $10,443,937, expenses of $27,134,341 and total assets of $637,514,988 at year end.

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