People's Bank of Commerce Foundation

Private foundation · Grantmaker Medford, OR EIN: 83-3118099

People's Bank of Commerce Foundation is a private foundation, based in Medford, OR. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $599K in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $19K.

Key facts about People's Bank of Commerce Foundation

In short: People's Bank of Commerce Foundation gave $20K across 1 grant in 2025 (avg $20K), mostly in Oregon. Source: 2025 IRS Form 990-PF.

EIN
83-3118099
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$20,000
Grants made (2025)
1
Average grant
$20,000
Median grant
$20,000
Total assets
$599,275
Primary geography
Oregon (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$599K

+4.6% YoY

Annual Giving

$20K

-80.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$20K

-80.0% YoY

Under IRS private-foundation payout rules, People's Bank of Commerce Foundation reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.

How People's Bank of Commerce Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−3%). Method
  • In 2025 it paid out 78% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of the 2025 grant dollars on its one itemized grant.

Cities

MedfordAshlandGrants PassSalemAlbanyLouisvillePhoenixTalentYreka

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K108 grants2020 7 grants2021 2 grants2022 4 grants2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $20K (2025) to $420K (2021). In 2025 it made 1 grant totaling $20K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Asante Foundation: $20KAsante Foundation$20K

The largest 2025 recipient was Asante Foundation ($20K).

Grant Size Distribution

15 grants across all recorded years

11<$50K$50–100K3$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 11 grants of 15 (73%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Asante Foundation Medford, ORDonation to Asante for Asante Forward Campaign$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$599,275$572,844$651,094
Revenue$49,350$27,010$25,828
Expenses$22,919$105,260$119,145
Qualifying Distributions$22,157$103,915$118,195
Net Investment Income$19,420$15,259$6,858
Distributable Amount$28,536$31,540$33,433

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 10, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 30, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 4, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 30, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 15, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

People's Bank of Commerce Foundation is led by Julia B. Beattie, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Julia B. Beattie

    President

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Jim Teece

    Director

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Kenneth D. Trautman Jr.

    Director

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Lindsey A. Trautman

    Secretary & Treasurer

    Secretary → Secretary & Treasurer, 2025

    On filings since 2020

    0.3 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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 People's Bank of Commerce Foundation

How much does People's Bank of Commerce Foundation give each year?

People's Bank of Commerce Foundation gave $20K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 1 grant.

How large is People's Bank of Commerce Foundation?

People's Bank of Commerce Foundation reported $599K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does People's Bank of Commerce Foundation operate?

People's Bank of Commerce Foundation has awarded grants in California, Kentucky, Oregon.

What is People's Bank of Commerce Foundation's EIN?

People's Bank of Commerce Foundation's EIN (Employer Identification Number) is 83-3118099. IRS Form 990 filing data is available on this page for 2020–2025.

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

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