2025-11-17T19:07:04-06:00 2024-12-31 934792291 SORREN 841 OHARE PARKWAY MEDFORD OR 97504 990EZ 2024-01-01 931233090 THE HORTON FAMILY FOUNDATION HORT 5417724180 PO BOX 1107 MEDFORD OR 97501 JACK H ADAMS JR TRUSTEE 5417724180 2025-11-14 1 1 ANNIE DRIVER CPA P00742659 5417736633 2024 2025-03-06 01:10:19Z X X X N/A X X 19171 X 19171 19171 17200 1750 5164 24114 -4943 362344 49597 406998 362344 406998 362344 406998 0 0 362344 406998 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. 17200 0 0 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 LAWRENCE HORTON II PO BOX 1107 MEDFORD OR 97501 6023639440 0 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X 6 ST MARY'S SCHOOL 930514209 2 1 2000 0 ROGUE VALLEY FOUNDATION 930903879 7 1 4150 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 ST VINCENT DE PAUL 930831082 7 0 2050 0 6 17200 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 12856 19171 12856 19171 0 0 0 0 7084 6914 5772 12257 354630 382483 2575 2078 0 0 357205 384561 0 0 0 357205 384561 5358 5768 351847 378793 12315 13258 0 0 12315 13258 5772 4906 12315 12315 0 12315 17200 0 56 0 0 0 17256 17200 12315 100.000000000000 12315 0 0 0 0 0 2145 2145 0 2145 0 0 17256 0 10170 7086 0 0 7086 0 0 0 0 7086 PART IV, SECTION A, LINE 1: OUR ORGANIZATION HAS A LONGSTANDING HISTORY OF SUPPORTING ASANTE FOUNDATION AND ST. VINCENT DE PAUL, DATING BACK TO 2014 AND 2017, RESPECTIVELY. THIS HISTORIC AND CONTINUING RELATIONSHIP IS RELEVANT UNDER REG. 1.509(A)-4(D)(2)(IV), WHICH PROVIDES THAT A SUPPORTING ORGANIZATION MAY BE TREATED AS SUPPORTING A PUBLICLY SUPPORTED ORGANIZATION NOT NAMED IN ITS ARTICLES IF THERE HAS BEEN A HISTORIC AND CONTINUING RELATIONSHIP AND A SUBSTANTIAL IDENTITY OF INTERESTS HAS DEVELOPED BETWEEN THE ORGANIZATIONS. IN OUR CASE, ASANTE FOUNDATION AND ST. VINCENT DE PAUL HAS BEEN BENEFICIARY OF OUR SUPPORT FOR OVER 11 AND 8 YEARS, RESPECTIVELY, AND OUR MISSIONS ARE CLOSELY ALIGNED. PART I, LINE 12G, COLUMN IV: THE ORGANIZATION HAS HISTORICALLY SUPPORTED ASANTE FOUNDATION, ALTHOUGH THIS ENTITY IS NOT INCLUDED IN THE ORGANIZATIONAL GOVERNING DOCUMENTS. PART I, LINE 12G, COLUMN IV: THE ORGANIZATION HAS HISTORICALLY SUPPORTED ST. VINCENT DE PAUL, ALTHOUGH THIS ENTITY IS NOT INCLUDED IN THE ORGANIZATIONAL GOVERNING DOCUMENTS. FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT INCOME. AMOUNT: 19,123. DESCRIPTION: INTEREST INCOME. AMOUNT: 48. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 19,171. 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: 01/02/24. 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: 01/02/24. 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: 4,150. 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: 01/02/24. 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: 01/02/24. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: THRIFT STORE. GRANTEE NAME: ST VICENT DE PAUL SOCIETY. GRANTEE ADDRESS: 2424 N PACIFIC HWY MEDFORD, OR 97501. DATE OF GIFT: 01/02/24. AMOUNT GIVEN: 2,050. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 17,200. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: OREGON DEPARTMENT OF JUSTICE. AMOUNT: 56. DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 4,841. DESCRIPTION: FOREIGN INVESTMENT TAXES. AMOUNT: 169. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 98. TOTAL TO FORM 990-EZ, LINE 16: 5,164. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS. AMOUNT: 33,597. DESCRIPTION: PRIOR PERIOD ADJUSTMENT FOR TRANSFER NOT RECORDED. AMOUNT: 16,000. TOTAL TO FORM 990-EZ, LINE 20: 49,597. 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.