Ochoco Charitable Fund

EIN 93-6024017 Private foundation / grantmaker Prineville, OR

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Size

<$100K

What they do

A private foundation based in Prineville, OR. It reported about $20K in revenue for 2025.

Leadership

Stuart J Shelk JR · President

Money in and out

$20K revenue, $26K expenses

Bottom line

—

A private foundation based in Prineville, OR. It reported about $20K in revenue for 2025. For fiscal year 2025 it reported $20K in revenue, $26K in expenses, and $359K in net assets.Pt I

Grants paid & assets · FY2025

Total revenue

$20K

Pt VIII · Ln 12

Total expenses

$26K

Pt IX · Ln 25

Net assets

$359K

Pt X · Ln 32

Revenue less expenses (Pt I · Ln 19): −$5K

Total assets

359K

deployed as grants and operations

Grants paid

21K

in FY2025

Grants made

15grants

total in period

Payout rate

of assets (5% rule)

Who They Fund

Part XV · grants paid · 15 grants · $21K · 2025–2025

Palmer SmithFY2025$2,860

Hogan SmithFY2025$2,640

Ozzie ReedFY2025$1,980

McKenzie JonasFY2025$1,980

Josephine KasbergerFY2025$1,540

Tucker BonnerFY2025$1,100

Parker BuchananFY2025$1,100

Kaiya EllerFY2025$1,100

Hailey BensonFY2025$1,100

Abigayle McNaryFY2025$1,100

Merritt OgormanFY2025$880

Makenna DuranFY2025$880

Lauren PapheFY2025$880

Jessie Wade WoodFY2025$880

Cayden LowenbachFY2025$880

Grantmaking Profile

Patterns in foundation giving

Average grantPart XV$1K

Median grantPart XV$1K

Largest grantPart XV$3K

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF

Revenue

$20K

FY2025▲ +46%

Expenses

$26K

FY2025▲ +16%

Total assets

$359K

FY2025▼ -1%

Total liabilities

FY2025

Total revenue

$20K

Pt VIII · Ln 12

Total expenses

$26K

Pt IX · Ln 25

Net assets

$359K

Pt X · Ln 32

Total assetsPt II$359K

Identity & Classification

Form 990 Header · IRS Business Master File

Legal nameHdr · item COchoco Charitable Fund

EINHdr · item D93-6024017

Principal addressHdr · item CPrineville, OR

WebsiteHdr · item Jnone reported

State of legal domicileHdr · item MOR

Exempt statusHdr · item I501(c)(3) · active

NTEE classificationIRS BMFNonprofit

Ruling yearIRS BMFApr 1953

Governance & Policies

Part VI

Voting members of the governing bodyPt VI · Ln 1apending

Independent voting membersPt VI · Ln 1bpending

Conflict-of-interest policyPt VI · Ln 12a—

Whistleblower policyPt VI · Ln 13—

Document retention policyPt VI · Ln 14—

CEO/top-official compensation independently reviewedPt VI · Ln 15a—

Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation

Stuart J Shelk JR

President

$0Pt VII · Sec A

Linda Shelk

Director

$0Pt VII · Sec A

Jerry R Evans

Director

$0Pt VII · Sec A

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Statement of Revenue

Part VIII

Investment income100%$20K

Other revenue$78

Total revenueLn 12$20K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising

Allocation · columns B–D

81%

19%

Grants & contributions paid $0.81 Operating & administrative $0.19

Grants & contributions paid81%$21K

Operating & administrative19%$5K

Total functional expensesLn 25$26K

Balance Sheet

Part X · end of year

CashLn 1$10K

Total assetsLn 16$359K

Total liabilitiesLn 26$0

Total net assetsLn 32$359K

Months of cash on handcomputed4.5

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it

Liquidity & Payout

Payout rate

Grants paid $0 · Total assets $359K

Where the money comes from

Contribution dependence

Contributions & grants — · Total revenue $20K

—

Government reliance

not reported

Earned-income share

not reported

Investment reliance

Investment income $0 · Total revenue $20K

Program self-sufficiency

not reported

Growth & trend

Revenue growth (YoY)

This year $20K · Prior year $14K

Prior-year revenue below floor — showing dollar change

Net-asset trend (YoY)

End of year $359K · Beginning of year —

Beginning net assets not meaningfully positive — showing dollar change

Balance sheet

Surplus Margin

Revenue $20K · Expenses $26K

-26%

Liabilities-to-Assets

Total liabilities — · Total assets $359K

—

Net-asset ratio

Net assets $359K · Total assets $359K

100%

People & payroll

Highest Reported Total Compensation

Individual Stuart J Shelk JR · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $26K

Personnel share

not reported

Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

Metric	This org	Peer median	Percentile
Revenue growth	46%	—	—

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV

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

FY2025 (Latest)$20K revenue · viewing · ⤓ 990 PDF

FY2024$14K revenue · ⤓ 990 PDF

FY2023$16K revenue · ⤓ 990 PDF

FY2022$17K revenue · ⤓ 990 PDF

FY2021$16K revenue · ⤓ 990 PDF

FY2020$5K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings

Form 990 e-file (XML) · FY2025IRS

Classification, formation year, addressIRS Business Master File

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