Nonprofit · EIN 83-3118099
PEOPLES BANK OF COMMERCE FOUNDATION
Tax-exempt · MEDFORD, OR 97504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $49,350 | $22,919 | $26,431 | $599,275 | $0 | $599,275 |
| December 31, 2024 | 990-PF | $27,010 | $105,260 | -$78,250 | $572,844 | $0 | $572,844 |
| December 31, 2023 | 990-PF | $25,828 | $119,145 | -$93,317 | $651,094 | $0 | $651,094 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $29,280
- Interest
- $20,070
Expenses
- Grants and similar amounts paid
- $20,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $22,157
- Excise tax on investment income
- $270
Balance sheet and other
- Total assets, start of year
- $572,844
- Total assets, end of year
- $599,275
- Total liabilities, end of year
- $0
- Net assets, end of year
- $599,275
- Fair market value of assets
- $599,275
- Qualifying distributions
- $22,157
- Net investment income
- $20,070
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA B BEATTIE 1528 BIDDLE ROAD, MEDFORD, OR 97504 | PRESIDENT | 0.25 | $0 |
| LINDSEY A TRAUTMAN 1528 BIDDLE ROAD, MEDFORD, OR 97504 | SECRETARY & TREASURER | 0.25 | $0 |
| KENNETH D TRAUTMAN JR 1528 BIDDLE ROAD, MEDFORD, OR 97504 | DIRECTOR | 0.25 | $0 |
| JIM TEECE 1528 BIDDLE ROAD, MEDFORD, OR 97504 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA B BEATTIE 1528 BIDDLE ROAD, MEDFORD, OR 97504 | PRESIDENT | 0.3 | $0 |
| LINDSEY A TRAUTMAN 1528 BIDDLE ROAD, MEDFORD, OR 97504 | SECRETARY | 0.3 | $0 |
| KENNETH D TRAUTMAN JR 1528 BIDDLE ROAD, MEDFORD, OR 97504 | DIRECTOR | 0.3 | $0 |
| JIM TEECE 1528 BIDDLE ROAD, MEDFORD, OR 97504 | DIRECTOR | 0.3 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA B BEATTIE 1528 BIDDLE ROAD, MEDFORD, OR 97504 | PRESIDENT | 0.3 | $0 |
| LINDSEY A TRAUTMAN 1528 BIDDLE ROAD, MEDFORD, OR 97504 | SECRETARY | 0.3 | $0 |
| KENNETH D TRAUTMAN JR 3524 WILLOW SPRINGS ROAD, CENTRAL POINT, OR 97502 | DIRECTOR | 0.3 | $0 |
| JIM TEECE 5350 HWY 66, ASHLAND, OR 97520 | DIRECTOR | 0.3 | $0 |
Address and contacts
- Address (IRS master file)
- 1528 BIDDLE RD, MEDFORD, OR 97504-5243
- In care of
- % PEOPLES BANK OF COMMERCE
- Signed the 990-PF
- LINDSEY A TRAUTMAN, SECRETARY & TREASURER
- Phone
- (541) 774-7665
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-3118099
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $599,275
- Income (IRS master file)
- $49,350
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $49,350 | $22,919 | $599,275 | XML |
| 990-PF | December 2024 | $27,010 | $105,260 | $572,844 | IRS |
| 990-PF | December 2023 | $25,828 | $119,145 | $651,094 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-3118099).
Questions about PEOPLES BANK OF COMMERCE FOUNDATION
- What is the EIN of PEOPLES BANK OF COMMERCE FOUNDATION?
- The employer identification number (EIN) of PEOPLES BANK OF COMMERCE FOUNDATION is 83-3118099.
- Is PEOPLES BANK OF COMMERCE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to PEOPLES BANK OF COMMERCE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PEOPLES BANK OF COMMERCE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PEOPLES BANK OF COMMERCE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PEOPLES BANK OF COMMERCE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of PEOPLES BANK OF COMMERCE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does PEOPLES BANK OF COMMERCE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $49,350, expenses of $22,919 and total assets of $599,275 at year end.
Other nonprofits in MEDFORD
- CARRICO FAMILY FOUNDATION EIN 46-1237162 · last filed 990-PF for 2025
- THEDOVE MEDIA INC EIN 02-0706812 · last filed 990 for 2025
- UNITED WAY OF JACKSON COUNTY INC EIN 93-0576632 · last filed 990 for 2025
- ARTHUR R DUBS FOUNDATION EIN 93-1192741 · last filed 990-PF for 2025
- MERLIN & JO ANN FJARLI FOUNDATION INC EIN 83-0501956 · last filed 990-PF for 2024
- BETHEL WORLD FOUNDATION EIN 82-2626867 · last filed 990-PF for 2025
- GORDON ELWOOD FOUNDATION EIN 93-1267972 · last filed 990-PF for 2025
- GAMBEE FAMILY FOUNDATION EIN 87-3632566 · last filed 990-PF for 2024
All nonprofits in MEDFORD · Oregon · Philanthropy, voluntarism and grantmaking foundations