Private foundation (trust)EIN 841513850Est. 1999-12

OREG FOUNDATION

BOULDER, CO 80308

Accepts unsolicited proposals

Total Assets

$4.4M

FY 2024

Annual Giving

$2.0M

FY 2024

Grants Made

3

FY 2024

Avg Grant

$679K

FY 2024

Grant Range

$187K–$950K

Typical

Deadlines

Open / rolling

Applications

Programs & Activities

Program 1

$145K

The primary charitable activity of the foundation centers around administering grants, reviewing grant applications, interviewing applicants, selecting grantees and reviewing reports relating to the use of the grant funds. Therefore, 100% of charitable expense for salaries and benefits, occupancy, conferences and office expenses are listed as the amount of expense for this activity. This amount corresponds to page 1, line 24d less expenses directly related to the charitable rental activity shown on activity #2.

Program 2

$4K

The foundation leased a substantial amount of land and buildings to another 501(c)(3) organization for only $18 per year until october 18, 2024 when the land was sold in a bargain sale and donated to 2 501(c)(3) organizations. The foundation has received a property tax exemption for the real property due to this activity. The foundation considered the land and buildings to be charitable-use assets while rented. The only direct expenses related to this rental activity are insurance and utilities.

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$423K

Total Expenses

$2.3M

Qualifying Distributions

$2.3M

Distributable Amount

$99K

Min. Investment Return

$103K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $2.0M in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

7 grants

EXHIBIT B
$1.3M
5 grants
BONAI SHALOM
$950K
1 grant
BLDR JEWISH COMM CENTER
$900K
1 grant

Grant Size Distribution

7 grants

<$10K
$10–50K
$50–250K
3
grants
$250K–1M
4
grants
$1–5M
$5M+

Geographic Focus

1 states

Colorado
$3.1M
100% of total

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OREG FOUNDATION — Grants, Financials & Contact | Grantivo