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Nonprofit · EIN 94-3030991

MV CHARITABLE FUND

Tax-exempt · MCMINNVILLE, OR 97128

Financials

$416K$286K2023$989K$195K2024
Revenue Expenses · by fiscal year end
Financials of MV CHARITABLE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$988,955$194,701$794,254$8,803,978$305,427$8,498,551
June 30, 2024990$416,479$285,683$130,796$7,419,402$143,335$7,276,067
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$726,744
Program service revenue
$0
Investment income
$262,211
Net gain from sales of assets
$89,877
Other revenue
$0

Expenses

Grants and similar amounts paid
$164,165
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$5,750
Program services (functional)
$164,165
Management and general (functional)
$30,536

Balance sheet and other

Total assets, start of year
$7,419,402
Total assets, end of year
$8,803,978
Total liabilities, end of year
$305,427
Net assets, end of year
$8,498,551
Publicly traded securities
$7,020,107
Net assets without donor restrictions
$8,333,427
Net assets with donor restrictions
$165,124
Gross receipts
$988,955
Employees
0
Volunteers
20
Year formed
1986
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JERE JACKSONPRESIDENT
Trustee or director, Officer
2$0
ANTHONY MEEKERVice President
Trustee or director, Officer
2$0
CHRIS BROWNETreasurer
Trustee or director, Officer
2$0
DAVE HAUGEBERGDirector
Trustee or director
1$0
LUELLA FRITZDIRECTOR
Trustee or director
1$0
SCOTT LARSENDIRECTOR
Trustee or director
1$0
ADAM GARVINDirector
Trustee or director
1$0
JORDAN BEANBLOSSOMDirector
Trustee or director
1$0
LU ANN ANDERSONDIRECTOR
Trustee or director
1$0
DEAN KLAUSDIRECTOR
Trustee or director
1$0
ROSE LORENZENDIRECTOR
Trustee or director
1$0
DAVE MORGANDIRECTOR
Trustee or director
1$0
ROBERT LAUGHLINDIRECTOR
Trustee or director
1$0
RON NOBLEDirector
Trustee or director
1$0
TOM NEALDIRECTOR
Trustee or director
1$0
5 more people on this return
NameTitleHours / weekCompensation
DIANA LETTDIRECTOR
Trustee or director
1$0
SUE HUWALDTDirector
Trustee or director
1$0
JANET SASAKIDirector
Trustee or director
1$0
CAROL MCLEODDirector
Trustee or director
1$0
PAM LUMDirector
Trustee or director
1$0
990 for the year ended June 30, 2024: 20 people
NameTitleHours / weekCompensation
JERE JACKSONPRESIDENT
Trustee or director, Officer
2$0
ANTHONY MEEKERVice President
Trustee or director, Officer
2$0
CHRIS BROWNETreasurer
Trustee or director, Officer
2$0
DAVE HAUGEBERGDirector
Trustee or director
1$0
LUELLA FRITZDIRECTOR
Trustee or director
1$0
SCOTT LARSENDIRECTOR
Trustee or director
1$0
ADAM GARVINDirector
Trustee or director
1$0
JORDAN BEANBLOSSOMDirector
Trustee or director
1$0
LU ANN ANDERSONDIRECTOR
Trustee or director
1$0
DEAN KLAUSDIRECTOR
Trustee or director
1$0
ROSE LORENZENDIRECTOR
Trustee or director
1$0
DAVE MORGANDIRECTOR
Trustee or director
1$0
ROBERT LAUGHLINDIRECTOR
Trustee or director
1$0
RON NOBLEDirector
Trustee or director
1$0
TOM NEALDIRECTOR
Trustee or director
1$0
DIANA LETTDIRECTOR
Trustee or director
1$0
SUE HUWALDTDirector
Trustee or director
1$0
JANET SASAKIDirector
Trustee or director
1$0
CAROL MCLEODDirector
Trustee or director
1$0
PAM LUMDirector
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 28, MCMINNVILLE, OR 97128-0028
Signed the 990
ANTHONY MEEKER, Vice President
Phone
(503) 472-2248
Return prepared by
Bernards CPA

Mission

Provide support to MV Advancements.

990 for the year ended June 30, 2025

Program accomplishments

  • Provide resources for MV Advancements which is a 501(c)(3) organization, for its programs involving supporting adults with disabilities in employment, housing, and community inclusion, so they can live their best life.
    Expenses $162,192 · grants $162,192
  • Financial assistance for programs and special needs for individuals supported by MV Advancements
    Expenses $1,973 · grants $1,973
  • Provide resources to MV Advancements which is a 501(c)(3) organization, for its scholarship awards involving persons with disabilities.

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
94-3030991
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
1987
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,803,978
Income (IRS master file)
$988,955

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$988,955$194,701$8,803,978XML
990June 2024$416,479$285,683$7,419,402XML
990June 2023$1,568,033$146,562$6,790,208IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––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 94-3030991).

Questions about MV CHARITABLE FUND

What is the EIN of MV CHARITABLE FUND?
The employer identification number (EIN) of MV CHARITABLE FUND is 94-3030991.
Is MV CHARITABLE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to MV CHARITABLE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does MV CHARITABLE FUND 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 MV CHARITABLE FUND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MV CHARITABLE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of MV CHARITABLE FUND?
The 990 for the year ended June 30, 2025 lists 20 people; 0 received compensation from the organization.
How much revenue does MV CHARITABLE FUND have?
On its 990 for the year ended June 30, 2025 it reported revenue of $988,955, expenses of $194,701 and total assets of $8,803,978 at year end.

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