SISTERS, OR
Roundhouse Foundation Irrv Charitable Trust
Quick Facts
- EIN
- 226930631
- Location
- SISTERS, OR
- Category
- Philanthropy & Grantmaking
- Total Assets
- $344.5M
- Annual Income
- $121.3M
- IRS Ruling Year
- 2002
- Organization Type
- Trust
- Principal Officer
- % Kathy Deggendorfer
- Tax Deductibility
- Contributions are deductible
About This Foundation
Roundhouse Foundation Irrv Charitable Trust is a private trust based in SISTERS, OR. The foundation received its IRS ruling in 2002. The principal officer is % Kathy Deggendorfer. It holds total assets of $344.5M. Annual income is reported at $121.3M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$18.9M
2023+19%
Total Assets
$358.9M
2023-5%
Fair Market Value
$364.6M
2023
Net Worth
$358.9M
2023
Grants Paid
$15.7M
2023
Contributions
$53K
2023
Net Investment Income
$6.4M
2023
Distribution Amount
$16.9M
2023
Total Giving by Year
$278K
11$310K
12$378K
13$481K
14$540K
15$764K
19$1.9M
20$12.5M
21$15.9M
22$18.9M
23Asset Growth
$5.3M
11$6M
12$7M
13$8.1M
14$18.2M
15$18.6M
19$130.4M
20$376.8M
21$376M
22$358.9M
23Investment Portfolio (2023)
Total: $181.6M
Corporate Stock: $155.7M
Corporate Bonds: $11.4M
Government Obligations: $14.4M
Other Investments: $158.8M
Cash: $598
Corporate Stock (46%)
Corporate Bonds (3%)
Government Obligations (4%)
Other Investments (47%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$15.7M
Depreciation$241K
Officer Compensation$167K
Pension & Benefits$97K
Legal Fees$32K
Accounting Fees$13K
Travel & Conferences$8K
Revenue Sources (2023)
- Dividends
- $7.8M
- Contributions
- $53K
- Other Income
- $-143,838
- Capital Gains (Net)
- $-5,780,047
Financial Details (2023)
- Total Revenue
- $2M
- Total Expenses
- $18.9M
- Exempt Purpose Expenses
- $17.4M
- Required Distribution
- $16.9M
- Undistributed Income
- $388K
- Total Liabilities
- $183
- Excise Tax
- $89K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$8M
Average Grant
$161K
Median Grant
$100K
Grant Range
Min$50K
Max$1.2M
Median: $100K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
WA: $100K (1)
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
OR: $7.8M (47)
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
CA: $100K (1)
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
DC: $75K (1)
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
OR$7.8M (47)
CA$100K (1)
WA$100K (1)
DC$75K (1)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| High Desert MuseumHIGH DESERT MUSEUM CAPITAL EXPANSION AND RENOVATION | Bend, OR | $1.2M | 2023 |
| Oregon Coast AquariumAQUARIUM CAPITAL CAMPAIGN PHASE 1B & PHASE 3 | Newport, OR | $1M | 2023 |
| Ohsu FoundationOHSU CASEY EYE INSTITUTE COMMUNITY OUTREACH PROGRAM | Portland, OR | $500K | 2023 |
| The Trust For Public LandGREENING RURAL OREGON SCHOOLYARDS | Bend, OR | $350K | 2023 |
| Ohsu FoundationTRIBAL HEALTH SCHOLARS PROGRAM - NORTHWEST NATIVE AMERICAN CENTER FOR EXCELLENCE | Portland, OR | $350K | 2023 |
| Oregon Center For Creative Learning (Formerly Rogue Valley Children'S DiscoOCCL EXPANSION & PROFESSIONAL DEVELOPMENT PROGRAM | Medford, OR | $250K | 2023 |
| Capaces Leadership InstituteANAHUAC FARM PHASE II | Woodburn, OR | $250K | 2023 |
| Talent Maker CityNEW MAKERSPACE | Talent, OR | $250K | 2023 |
| Osu FoundationCOLLEGE OF AGRICULTURE AND AGRIVOLTAICS PROGRAM | Corvallis, OR | $250K | 2023 |
| Osu FoundationOSU GROUNDWATER RESEARCH | Corvallis, OR | $200K | 2023 |
| The Trust For Public LandGREENING RURAL OREGON SCHOOLYARDS | Bend, OR | $200K | 2023 |
| Osu FoundationOSU HATFIELD MARINE SCIENCE CENTER (HMSC) INNOVATION LAB | Corvallis, OR | $170K | 2023 |
| Klamath Community College FoundationKCC APPRENTICESHIP CENTER | Klamath Falls, OR | $150K | 2023 |
| University Of Oregon FoundationSAPSIKWA - NATIVE STUDENT EDUCATOR PROGRAM | Eugene, OR | $150K | 2023 |
| Heart Of Oregon CorpsCENTRALIZED CAMPUS | Bend, OR | $125K | 2023 |
| Humboldt Area FoundationKLAMATH RIVER RESTORATION FUND (KRRF) | Bayside, CA | $100K | 2023 |
| Curry Child Abuse Intervention Center (Dba Wally'S House)MENTAL HEALTH SERVICES AT WALLY'S HOUSE | Gold Beach, OR | $100K | 2023 |
| Ohsu FoundationORH RURAL EMS GRANTS 2023 | Portland, OR | $100K | 2023 |
| Osu FoundationOSU-CASCADES - PREPAREDNESS ACROSS CULTURAL DIVIDES: BUILDING RESILIENCE AFTER COVID-19 | Corvallis, OR | $100K | 2023 |
| Juliette'S HouseJULIETTE'S HOUSE REMODEL AND ADDITION | Mcminnville, OR | $100K | 2023 |
| La Clinica Del Valle Family Health Care Center Inc (Dba La Clinica)LA CLINICA ACUTE CARE CLINIC EXPANSION | Medford, OR | $100K | 2023 |
| Kids Club Of Harney CountyGENO'S YOUTH CENTER PHASE 2 | Burns, OR | $100K | 2023 |
| Treasure Valley Community College FoundationTVCC ALLIED HEALTH BUILDING EQUIPMENT/FURNISHINGS | Ontario, OR | $100K | 2023 |
| Confluence ProjectEMERGING INDIGENOUS ARTIST EDUCATOR | Vancouver, WA | $100K | 2023 |
| Pacific Communities Health District FoundationLINCOLN COUNTY SUBSTANCE USE DISORDER INPATIENT FACILITY | Newport, OR | $100K | 2023 |
| Dufur School District #29DUFUR SCHOOL BASED HEALTH CENTER | Dufur, OR | $100K | 2023 |
| Friends Of Josephine County Childrens AdvocacyCHILDREN'S ADVOCACY CENTER CONSTRUCTION | Grants Pass, OR | $100K | 2023 |
| University Of Oregon FoundationPINE MOUNTAIN OBSERVATORY: BUILDING BRIDGES TO HIGHER EDUCATION | Eugene, OR | $90K | 2023 |
| New Venture FundPROJECT UNLOADED - SUICIDE PREVENTION/MENTAL HEALTH WORK IN RURAL OR | Washington, DC | $75K | 2023 |
| Ohsu FoundationPANCREATIC & PROSTATE CANCER RESEARCH & FRIENDS OF OHSU PROGRAM | Portland, OR | $75K | 2023 |
| Warm Springs Community Action TeamSTRENGTHEN ADMINISTRATIVE SYSTEMS | Warm Springs, OR | $75K | 2023 |
| Lomakatsi Resoration ProjectTRIBAL YOUTH ECOLOGICAL FORESTRY OPERATIONS AND TRAINING, 2023-24 | Ashland, OR | $75K | 2023 |
| Painted Sky Center For The ArtsJOHN DAY BUILDING ACQUISITION | John Day, OR | $75K | 2023 |
| Planned Parenthood Columbia WillametteEASTERN OREGON EDUCATION AND TRAINING PROGRAM EXPANSION | Portland, OR | $75K | 2023 |
| Oregon Museum Of Science And Industry (Omsi)GO-STEM YEAR-ROUND STEAM SUPPORT IN EASTERN OREGON | Portland, OR | $75K | 2023 |
| City Of Coquille Coquille Public LibraryLIBRARY RENOVATION PROJECT | Coquille, OR | $75K | 2023 |
| Baker Technical InstituteEQUIPMENT SIMULATORS FOR TRADES TRAINING | Baker City, OR | $72K | 2023 |
| EcotrustTRIBAL HARVEST OF AMERICAN SHAD ACTION PLANNING | Portland, OR | $65K | 2023 |
| Greater Oregon Behavioral Health IncFRONTIER VEGGIE RX PROGRAM- TECHNOLOGY ADVANCEMENT PROJECT | The Dalles, OR | $64K | 2023 |
| Mercy Flights IncPOINT OF CARE AND TELEHEALTH MOBILE PROGRAM IN RURAL JACKSON COUNTY | Medford, OR | $60K | 2023 |
| Eastern Oregon University (Eou)TEACH RURAL OREGON - OREGON RURAL TEACHER CORPS | La Grande, OR | $53K | 2023 |
| Family Access Network FoundationRURAL FAN ADVOCATE SUPPORT SERVICES, 23-24 | Bend, OR | $50K | 2023 |
| Northwest Housing AlternativesTRILLIUM & SHORE PINES PLAYGROUNDS | Milwaukie, OR | $50K | 2023 |
| Clatsop Community College FoundationAIR TANK (SCBA) FILL STATION FOR EDUCATIONAL AND COMMUNITY USE | Astoria, OR | $50K | 2023 |
| Museum At Warm SpringsUPGRADE HVAC & STRENGTHEN ADMINISTRATIVE NEEDS | Warm Springs, OR | $50K | 2023 |
| Jordan Valley Lions Community CenterBATHROOM RENOVATION AND SHOWER INSTALLATION | Jordan Valley, OR | $50K | 2023 |
| Camp TamarackOUTDOOR SCHOOL AND SUMMER CAMP PROGRAMMING, 2023-24 | Bend, OR | $50K | 2023 |
| Community Counseling SolutionsMOUD PROGRAM LAUNCH | Heppner, OR | $50K | 2023 |
| J Bar J Youth ServicesSHELTER PROGRAMS FOR HOMELESS YOUTH | Bend, OR | $50K | 2023 |
| Madras Community Food PantryMADRAS COMMUNITY FOOD PANTRY TRUCK ACQUISITION | Madras, OR | $50K | 2023 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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