Pacific Retirement Services Foundation Inc
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990 for fiscal year 2019 (received by the IRS August 13, 2020)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 12, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS August 10, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 14, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS August 12, 2026)
- 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.
Here's the math on researching Pacific Retirement Services Foundation Inc by hand.
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