2024-05-14T16:16:06-05:00 2023-12-31 930745639 KDP CERTIFIED PUBLIC ACCOUNTANTS LLP 841 OHARE PARKWAY STE 200 MEDFORD OR 97504 990EZ 2023-01-01 931233090 THE HORTON FAMILY FOUNDATION HORT 5417724180 1118 SPRING STREET MEDFORD OR 97504 CRAIG D HORTON TRUSTEE 5417724180 2024-05-14 1 CRAIG HORTON XXX-XX-XXXX 1 ANNIE DRIVER CPA P00742659 5417736633 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X X N/A X X 42106 X 12857 29249 21314 7935 20792 16150 2488 4596 23234 -2442 352818 11968 362344 352818 362344 352818 362344 0 0 352818 362344 X TO BE A SUPPORTING ORGANIZATION UNDER IRC SEC. 501(C)(3). SUPPORT ORGANIZATION UNDER IRC SECTION 501(C)(3) WHICH PROVIDES FUNDS TO SPECIFIC CHARITABLE ORGANIZATIONS. 16150 17038 17038 JERRY HORTON TRUSTEE 0.50 0 0 0 DEBBIE ADAMS TRUSTEE 0.10 0 0 0 JOAN TAYLOR TRUSTEE 0.10 0 0 0 JACK ADAMS JR TRUSTEE 0.10 0 0 0 CRAIG HORTON SECRETARY/TREASURER 0.50 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OR CRAIG D HORTON 1118 SPRING STREET STE 318 MEDFORD OR 97504 5417724180 0 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X 5 ST MARY'S SCHOOL 930514209 2 1 2000 0 ROGUE VALLEY FOUNDATION 930903879 7 1 5150 0 SOUTHERN OREGON HISTORICAL SOCIETY 930383321 8 1 2000 0 ASANTE FOUNDATION 936087366 7 0 2000 0 ROGUE VALLEY GENEALOGICAL SOCIETY 930684590 8 1 5000 0 5 16150 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 18104 12856 18104 12856 0 0 0 0 6568 7084 11536 5772 406303 354630 2403 2575 0 0 408706 357205 0 0 0 408706 357205 6131 5358 402575 351847 14090 12315 0 0 14090 12315 11536 9806 14090 14090 0 14090 16150 0 85 0 0 0 16235 16150 14090 100.000000000000 14090 0 0 0 0 0 0 0 0 0 0 0 16235 0 14090 2145 0 0 2145 0 0 0 0 2145 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT INCOME. AMOUNT: 12,829. DESCRIPTION: INTEREST INCOME. AMOUNT: 28. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 12,857. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: ST MARY'S SCHOOL. GRANTEE ADDRESS: 816 BLACK OAK DR MEDFORD, OR 97504. DATE OF GIFT: 01/06/23. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COLLECTION AND PRESERVATION. GRANTEE NAME: ROGUE VALLEY GENEALOGICAL SOCIETY. GRANTEE ADDRESS: 133 S CENTRAL AVE MEDFORD, OR 97501. DATE OF GIFT: 01/05/23. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: ROGUE VALLEY FOUNDATION. GRANTEE ADDRESS: 101 E 8TH STREET MEDFORD, OR 97501. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 5,150. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LOCAL HEALTHCARE. GRANTEE NAME: ASANTE FOUNDATION. GRANTEE ADDRESS: 229 N BARTLETT ST MEDFORD, OR 97501. DATE OF GIFT: 01/06/23. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COLLECTION AND PRESERVATION. GRANTEE NAME: SOUTHERN OREGON HISTORICAL SOCIETY. GRANTEE ADDRESS: 106 N CENTRAL AVE MEDFORD, OR 97501. DATE OF GIFT: 01/09/23. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 16,150. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: OREGON DEPARTMENT OF JUSTICE. AMOUNT: 85. DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 4,317. DESCRIPTION: FOREIGN INVESTMENT TAXES. AMOUNT: 194. TOTAL TO FORM 990-EZ, LINE 16: 4,596. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS. AMOUNT: 24,410. DESCRIPTION: OTHER CHANGES TO INVESTMENTS. AMOUNT: -12,442. TOTAL TO FORM 990-EZ, LINE 20: 11,968. FORM 990 - GENERAL INFORMATION THE RETURN IS AMENDED TO FILE AN ACCURATE RETURN FOR THE TAX YEAR. THE RETURN WAS INADVERTENTLY FILED WITH NO INFORMATION FROM THE WRONG SOFTWARE IN THE YEAR OF A SOFTWARE CONVERSION. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.