Juan Young Trust

Lake Oswego, ORPrivate foundation / grantmakerEIN 93-1245000

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Before you give

FY2023 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990-PF
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 4
filings with a surplus
Average deficit $2.1M a year · 578% of revenue · last 4 filings
Concern: a surplus in 0 of the last 4 filings.
990-PF Pt I · 4 filings
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.5 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$53K
+27% vs prior year
Spent
$2.8M
Net assets
$108K
By yearFY2020–FY2023
Revenue
$53K
FY2023▲ +27%
Revenue by fiscal year
FY2020$560K
FY2021$820K
FY2022$42K
FY2023$53K
Expenses
$2.8M
FY2023▲ +8%
Expenses by fiscal year
FY2020$2.3M
FY2021$2.4M
FY2022$2.6M
FY2023$2.8M
Net assets
$108K
FY2023▼ -96%
Net assets by fiscal year
FY2020$6.9M
FY2021$5.4M
FY2022$2.8M
FY2023$108K

From the FY2023 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 87% · $2.4M Operating & administrative 13% · $357K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation

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Programs and updates

A private foundation based in Lake Oswego, OR.

Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 230 grants · $2.4M · 2023–2023
Kex Kids Fund ProgramFY2023$36,000
St Clare SchoolFY2023$25,000
Providence Willamette Falls Medical FoundationFY2023$25,000
Oregon Food Bank INCOR · FY2023$25,000
Oregon Coast Aquarium INCOR · FY2023$25,000
Food for Lane CountyOR · FY2023$25,000
Individual RecipientFY2023$24,000
Individual RecipientFY2023$22,000
Cedar Mill Community Library AssociationFY2023$22,000
Corban UniversityOR · FY2023$20,000
World Forestry Center INCOR · FY2023$18,000
Individual RecipientFY2023$18,000
Camp Fire ColumbiaOR · FY2023$18,000
Individual RecipientFY2023$16,000
Mobility Impaired Golf AssociationFY2023$16,000
See all 230 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV143
Average grantPart XV$11K
Median grantPart XV$10K
Largest grantPart XV$50K
Top cause focusNTEEHuman Services (9%)

By the numbers

The FY2023 990-PF, line by line.

1The main four
Money in
$53K
Investment income$45K
Other income$8K
Gifts and grants$60
Money out
$2.8M
Grants paid$2.4M
Running costs$357K
Owns and owes
$108K
net assets
Cash and savings$108K
Total assets$108K
Liabilities$0
2In more detail
Revenue in detail
Gifts and grants$60
Investment income$45K
Other income$8K
Total revenue$53K
Assets in detailEnd of year
Cash and savings together$108K
Total assets$108K
Liabilities$0
Net assets$108K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest Viewing $53K$2.8M−$2.7M$108K 990 PDF
FY2022 $42K$2.6M−$2.5M$2.8M 990 PDF
FY2021 $820K$2.4M−$1.6M$5.4M 990 PDF
FY2020 $560K$2.3M−$1.7M$6.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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