Civic Intelligence

Jonas Family Foundation Trust

990PF • Fiscal year 2018 • EIN 94-6749856

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

60355 Sunset View DrBend, OR 97702

(541) 598-2753

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$8,528,166

Flat from 2018

Net Assets

Flat

$8,528,166

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$257,755

Flat from 2018

Expenses

Flat

$604,849

Flat from 2018

Net Income

Flat

-$347,094

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $9,524,528Liabilities 2011: $02011Assets 2012: $9,176,407Liabilities 2012: $0Net Assets 2012: $9,176,4072012Assets 2013: $8,931,496Liabilities 2013: $02013Assets 2014: $9,404,026Liabilities 2014: $0Net Assets 2014: $9,404,0262014Assets 2015: $9,049,760Liabilities 2015: $0Net Assets 2015: $9,049,7602015Assets 2016: $8,688,482Liabilities 2016: $0Net Assets 2016: $8,688,4822016Assets 2017: $8,858,218Liabilities 2017: $0Net Assets 2017: $8,858,2182017Assets 2018: $8,528,166Liabilities 2018: $0Net Assets 2018: $8,528,1662018Assets 2018: $8,528,166Liabilities 2018: $0Net Assets 2018: $8,528,1662018Assets 2019: $8,413,550Liabilities 2019: $0Net Assets 2019: $8,413,5502019Assets 2020: $8,161,945Liabilities 2020: $0Net Assets 2020: $8,161,9452020Assets 2021: $8,817,383Liabilities 2021: $0Net Assets 2021: $8,817,3832021Assets 2022: $8,325,462Liabilities 2022: $0Net Assets 2022: $8,325,4622022Assets 2023: $8,552,295Liabilities 2023: $0Net Assets 2023: $8,552,2952023Assets 2024: $8,656,156Liabilities 2024: $0Net Assets 2024: $8,656,1562024

Highlighted filing

2018

Assets$8,528,166
Liabilities$0
Net Assets$8,528,166

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $265,134Expenses 2011: $462,627Net Income 2011: -$197,4932011Expenses 2012: $516,2382012Revenue 2013: $324,146Expenses 2013: $507,409Net Income 2013: -$183,2632013Revenue 2014: $990,846Expenses 2014: $561,819Net Income 2014: $429,0272014Revenue 2015: $225,407Expenses 2015: $584,215Net Income 2015: -$358,8082015Revenue 2016: $204,535Expenses 2016: $573,671Net Income 2016: -$369,1362016Revenue 2017: $730,876Expenses 2017: $561,597Net Income 2017: $169,2792017Revenue 2018: $257,755Expenses 2018: $604,849Net Income 2018: -$347,0942018Revenue 2018: $257,755Expenses 2018: $604,849Net Income 2018: -$347,0942018Revenue 2019: $468,270Expenses 2019: $602,579Net Income 2019: -$134,3092019Revenue 2020: $347,474Expenses 2020: $599,467Net Income 2020: -$251,9932020Revenue 2021: $1,107,454Expenses 2021: $606,451Net Income 2021: $501,0032021Revenue 2022: $318,506Expenses 2022: $712,287Net Income 2022: -$393,7812022Revenue 2023: $821,552Expenses 2023: $677,599Net Income 2023: $143,9532023Revenue 2024: $850,729Expenses 2024: $651,234Net Income 2024: $199,4952024

Highlighted filing

2018

Revenue$257,755
Expenses$604,849
Net Income-$347,094
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE DUNDERDALEPresidentPT$30,000-$30,000
BARBARA A DOOLITTLESecretaryPT$30,000-$30,000
BEVERLY DUNDERDALETreasurerPT$30,000-$30,000
Filing and Contact Details

Filer

Filer Name
Jonas Family Foundation Trust
EIN
94-6749856
Phone
5415982753
Address
60355 SUNSET VIEW DR, BEND, OR 97702

Signing Officer

Name
Beverly Dunderdale
Title
Treasurer
Signed
2019-05-03
Discuss with paid preparer
Yes

Preparer

Firm
James R Avedisian
Address
5050 El Camino Real Suite 107, Los Altos, CA 94022
Preparer
James R Avedisian
Phone
6509619010
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GRANTS MADE TO SECTION 501(C)(3) ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUEST A FORM FROM THE FOUNDATION TRUST OFFICE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BARBARA A DOOLITTLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03251 HERMIT WAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SANTA ROSA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094506
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHARITABLE ORGANIZATIONS IN MARIN AND SONOMA COUNTIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1025000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1230000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1511000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt162500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1715000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1820000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2230000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2430000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General purposes
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12General purposes
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24General purposes
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NOT PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5NOT PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6NOT PF
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CATHOLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1COTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2SHELTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3THE LIVING ROOM CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4TOYS 4 KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5YWCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6FAMILY KITCHEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7LAFAYETTE PARTNERS IN EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8SUNNY HILLS SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9CONTRA COSTA MUSICAL THEATRE FOUNDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10KID'S CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11SUPPORT OUR STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12BOYS AND GIRLS CLUBS OF CENTRAL SON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13MOUNTAINSTAR FAMILY RELIEF NURSERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14SONOMA VALLEY ED FDN PRESCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15DIABLO REGIONAL ARTS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16NATIVITY LUTHERAN FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm17COMMUNITY SUPPORT NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm18CERES COMMUNITY PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm19BERKELEY PLAYHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm20HEALING REINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm21HIGH DESERT MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm22NORTH MARIN COMMUNITY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm23TEEN SERVICES SONOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm24SONOMA VALLEY ED FDN VALLEY VIBES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.85$0.65$0.20
2023Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.82$0.68$0.14
2022Detailed filing. Detailed filing data is available for this year.$8.33$0.00$8.33$0.32$0.71$0.39
2021Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$1.11$0.61$0.50
2020Detailed filing. Detailed filing data is available for this year.$8.16$0.00$8.16$0.35$0.60$0.25
2019Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.47$0.60$0.13
2018Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.26$0.60$0.35
2018Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.26$0.60$0.35
2017Detailed filing. Detailed filing data is available for this year.$8.86$0.00$8.86$0.73$0.56$0.17
2016Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$0.20$0.57$0.37
2015Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.23$0.58$0.36
2014Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$0.99$0.56$0.43
2013Summary only. Only limited summary data is available for this year.$8.93$0.00$0.32$0.51$0.18
2012Detailed filing. Detailed filing data is available for this year.$9.18$0.00$9.18$0.52
2011Summary only. Only limited summary data is available for this year.$9.52$0.00$0.27$0.46$0.20