Pacific Retirement Services Foundation
TO SUPPORT ACTIVITIES OF PACIFIC RETIREMENT SERVICES, INC. AND ITS AFFILIATES.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
+28.0% YoY
Annual Giving
$101K
+80.3% YoY
Grant Count
1
-66.7% YoY
Avg Grant Size
$101K
+441.0% YoY
About Pacific Retirement Services Foundation
Based on IRS filings
Pacific Retirement Services Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MEDFORD, OR. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 1 grants totaling $101K. Net investment income was $42K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,398,076 | $1,092,365 | $977,991 |
| Revenue | $144,588 | $88,794 | $-58,496 |
| Expenses | $115,188 | $57,262 | $30,448 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $41,904 | $50,592 | $30,157 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Community Volunteer Network ($101,059).
| Recipient | Purpose | Amount |
|---|---|---|
| COMMUNITY VOLUNTEER NETWORK MEDFORD, OR | GENERAL OPERATING SUPPORT | $101,059 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ERIC SHOLTY | CHAIR | 1 | — |
| WILLIAM THORNDIKE JR | VICE CHAIR | 1 | — |
| CAROLYN LYN HENNION | SECRETARY/TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Pacific Retirement Services Foundation?
Pacific Retirement Services Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MEDFORD, OR. It holds $1.4M in total assets as of 2024.
How large is Pacific Retirement Services Foundation?
As of 2024, Pacific Retirement Services Foundation holds $1.4M in total assets with $145K in annual revenue. It awarded 1 grants totaling $101K in 2024.
Where does Pacific Retirement Services Foundation operate?
Pacific Retirement Services Foundation has awarded grants in Oregon.
What size grants does Pacific Retirement Services Foundation award?
In 2024, Pacific Retirement Services Foundation awarded 1 grants totaling $101K — an average of about $101K per grant, based on its IRS Form 990 filings.
What is Pacific Retirement Services Foundation's EIN?
Pacific Retirement Services Foundation's EIN (Employer Identification Number) is 47-2352652. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Pacific Retirement Services Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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