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
No grants recorded for .
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
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Similar funders by location and focus area
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Trail Rhythms Inc
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Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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