Pacific Retirement Services Foundation Inc logo

Pacific Retirement Services Foundation Inc

Public charity · Grantmaker Medford, OR EIN: 47-2352652 Website

To support activities of pacific retirement services, inc. And its affiliates.

Key facts about Pacific Retirement Services Foundation Inc

In short: Pacific Retirement Services Foundation Inc reported $35K in grants paid in 2025 (a total; its filing lists no individual grants). Source: 2025 IRS Form 990.

EIN
47-2352652
Latest 990 filing
Form 990, 2025
Grants paid (2025)
$34,590 — reported as a total on the IRS filing, without an itemized list
Total assets
$1,277,604

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$1.3M

-8.6% YoY

Grants Paid (reported total)

$35K

-65.8% YoY

Revenue

$318K

+119.9% YoY

Net Investment Income

$100K

+139.8% YoY

How Pacific Retirement Services Foundation Inc gives

  • Giving grew 235% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

About Pacific Retirement Services Foundation Inc

Based on IRS filings

Pacific Retirement Services Foundation Inc is a public charity, based in Medford, OR. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it reported $35K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $100K.

Your AI grants department

Ready to take the next step with Pacific Retirement Services Foundation Inc?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

MedfordPortland

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2019 0 grants2020 1 grant2021 0 grants2022 3 grants2023 1 grant2024 Total only2025

From 2019 to 2025, annual grant giving ranged from $30K (2021) to $101K (2024). In 2025 it reported $35K in grants paid, as a total without an itemized list.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

5 grants across all recorded years

4<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$100K$200K$300K$400K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,277,604$1,398,076$1,092,365
Revenue$317,962$144,588$88,794
Expenses$41,525$115,188$57,262
Net Investment Income$100,495$41,904$50,592

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2019 (received by the IRS August 13, 2020)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS August 12, 2022)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS August 10, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS August 14, 2025)
  5. Added Form 990 for fiscal year 2025 (received by the IRS August 12, 2026)
  6. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Pacific Retirement Services Foundation Inc is led by Eric Sholty, Chair on every filing since 2021; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Eric Sholty

    Chair

    On filings since 2021

    1 hr/week

    No compensation reported

  • Bill Van Vactor

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Roy Vinyard

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Ray Heysell

    Secretary & Treasurer

    New on the 2025 filing

    1 hr/week

    No compensation reported

Former officers (4)
  • Former: Carolyn Lyn Hennion (2019–2024) — Secretary & Treasurer
  • Former: William Thorndike Jr. (2019–2024) — Vice Chair
  • Former: Brian McLemore Left During Fy (2020) — Member
  • Former: Brian McLemore (2019) — Chair

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Pacific Retirement Services Foundation Inc

How much does Pacific Retirement Services Foundation Inc give each year?

Pacific Retirement Services Foundation Inc reported $35K in grants paid in 2025 on its 2025 IRS Form 990, as a total without an itemized list of grants. In 2024 it gave $101K across 1 grant.

How large is Pacific Retirement Services Foundation Inc?

Pacific Retirement Services Foundation Inc reported $1.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $318K.

Where does Pacific Retirement Services Foundation Inc operate?

Pacific Retirement Services Foundation Inc has awarded grants in Oregon.

What is Pacific Retirement Services Foundation Inc's EIN?

Pacific Retirement Services Foundation Inc's EIN (Employer Identification Number) is 47-2352652. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Your AI grants department

Here's the math on researching Pacific Retirement Services Foundation Inc by hand.

Explore Open Grants

Browse active grant opportunities in Pacific Retirement Services Foundation Inc's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

The Oregon Community Foundation

Portland, OR

The Oregon Community Foundation funds nonprofit work in areas including education, health, arts and culture, housing, and community vitality, primarily serving communities across Oregon. Its 2024 grants had a median award of $25,000, though amounts varied widely; organizations apply through specific open grant programs, and the profile does not state whether unsolicited requests are accepted.

Philanthropy, Voluntarism & Grantmaking

Assets

$3.3B

Grants

2,149

Total Given

$171.4M

Holladay Park Plaza Foundation Inc

Portland, OR

To enrich the quality of life for holladay park plaza residents, for seniors served by affiliate organizations, and for others in our community.

Health

Assets

—

Grants

2

Total Given

$4.9M

Anna May Family Foundation

Medford, OR

The Anna May Family Foundation supports southern Oregon tax-exempt organizations serving people in need, especially children, women, elders, minorities, and other vulnerable groups; it prioritizes Jackson, Josephine, and Klamath counties, with secondary consideration for several nearby Oregon counties. Grants are typically $1,500–$10,000, with a 2025 median of $3,000. It accepts written requests from organizations not limited to a preselected list; no deadline is stated.

Assets

$2.9M

Grants

32

Total Given

$120K

United Way of Jackson County Inc

Medford, OR

United Way of Jackson County funds programs addressing education, income and family stability, health, transportation, youth opportunities, and community resilience in Jackson County, Oregon. In 2025, its 24 grants ranged from $6,000 to $18,500, with a median of $8,000. Its 2026–28 strategic grant cycle was by invitation only and did not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$2.5M

Grants

24

Total Given

$220K

The William and Roxann Happ Foundation

Medford, OR

The William and Roxann Happ Foundation supported organizations in areas including faith and education, housing, health, senior services, and support for prisoners and their families. In 2023, grants ranged from $1,000 to $37,000, with a median of $25,000; recipients were mainly in Oregon and California, with others in several states. It funded only preselected organizations and did not accept unsolicited requests; its 2023 filing was marked as its final return.

Assets

—

Grants

14

Total Given

$270K

The Finninsula Foundation Inc Co Ted Sandler

Greenwich, CT

Philanthropy, Voluntarism & Grantmaking

Assets

$452K

Grants

24

Total Given

$30K

Access

Medford, OR

ACCESS funds nonprofit services addressing poverty and basic needs, including food, housing, shelter, homelessness response, energy assistance, and support for Veterans and families, primarily in Jackson County, Oregon. Its 2025 grants ranged from $26,120 to $3,560,429, with a median of $258,326. It solicits applications for certain homelessness-assistance funds; the stated 2025 application deadline has passed.

Assets

$19.7M

Grants

13

Total Given

$10.5M

Marie Lamfrom Charitable Foundation

Wilsonville, OR

The Marie Lamfrom Charitable Foundation funds nonprofits working in education, community, arts and creativity, health, and well-being, primarily in Oregon, with some support for Washington organizations. Its 2024 grants had a median of $18,000, though awards ranged widely; it accepts unsolicited requests through an online form.

Human Services

Assets

$374.9M

Grants

663

Total Given

$20.5M

The Roundhouse Foundation

Sisters, OR

The Roundhouse Foundation funds arts and culture, environmental stewardship, social services, and education that benefit rural Oregon and Tribal communities. Its 2024 grants had a median of $10,000; requests range from $500 to $30,000 through its small-grant and open-call programs, with larger capital awards also available. It accepts applications through these programs, including open-call requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$344.5M

Grants

621

Total Given

$15.6M

OCF Joseph E Weston Public Foundation

Portland, OR

The foundation funds Oregon nonprofits serving children, working-poor people, people with disabilities, seniors, and people experiencing homelessness, including work in education, housing, emergency services, and youth programs; it also provides scholarships to students at Oregon schools and colleges. In 2024, its grants ranged from $5,500 to $3,487,608, with a median of $21,500, and funding went primarily to Oregon and Southwest Washington. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$637.5M

Grants

531

Total Given

$23.3M

Meyer Memorial Trust

Portland, OR

Meyer Memorial Trust funds community-driven work in Oregon focused on economic justice, housing, education equity, and climate and environmental justice, with priority for historically marginalized communities. Its 2025 grants ranged from $75 to $900,000, with a median of $100,000. It directs applicants to its website for application information and deadlines, and states that it does not restrict giving to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$901.2M

Grants

388

Total Given

$45.2M

Umpqua Bank Charitable Foundation

Lake Oswego, OR

The Umpqua Bank Charitable Foundation funds nonprofits working to strengthen economic prosperity and build healthy, inclusive, resilient, and sustainable communities, including through direct services or general operating support. In 2024, grants ranged from $2,500 to $150,000, with a median of $6,000; its small-grants program typically awarded $5,000–$10,000. Funding is limited to organizations in Oregon, Washington, Nevada, Idaho, California, Arizona, Colorado, and Utah, and the foundation accepts applications through its online Community Grant process.

Philanthropy, Voluntarism & Grantmaking

Assets

—

Grants

317

Total Given

$3.2M

More Funders in Oregon

Pacific Retirement Services Foundation Inc down — hundreds of funders to go?

Want AI to do this for you?