SKEEN FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SKEEN FAMILY FOUNDATION INC (EIN 31-1659995)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-03-14
IRS object ID
202430749349100928
Schema version
2023v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-14T14:05:25-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541905537PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Anderson Baker & Cook PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1831 South King St Ste AAddressLine1Txt
CityLeesburgCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20175ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311659995EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Skeen Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSKEEBusinessNameControlTxt
Phone5403380558PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13481 NW Greenleaf WayAddressLine1Txt
CityBendCityNm
State AbbreviationORStateAbbreviationCd
ZIP97703ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKerry B SkeenPersonNm
Person TitlePresident/TreasPersonTitleTxt
Signature2024-03-14SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKerry BPersonFirstNm
Person LastSkeenPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLisa M Baker CPAPreparerPersonNm
PTINP00671211PTIN
Phone7037711234PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$769,153FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8,342InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,342InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,907DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,907DividendsNetInvstIncmAmt
Total Rev And Expnss$22,249TotalRevAndExpnssAmt
Total Net Invst Incm$22,249TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,222AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,222AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,222AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$7,203OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,203OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$7,203OtherProfFeesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$8,425TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,425TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$8,425TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,325TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,425TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$8,425TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$34,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,076ExcessRevenueOverExpensesAmt
Net Investment Income$13,824NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$52,284SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$25,983SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$25,983SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$651,914OtherInvestmentsBOYAmt
Other Investments EOY$743,170OtherInvestmentsEOYAmt
Other Investments EOYFMV$743,170OtherInvestmentsEOYFMVAmt
Total Assets BOY$704,198TotalAssetsBOYAmt
Total Assets EOY$769,153TotalAssetsEOYAmt
Total Assets EOYFMV$769,153TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,032,186CapitalStockBOYAmt
Capital Stock EOY$1,032,186CapitalStockEOYAmt
Retained Earning BOY-$327,988RetainedEarningBOYAmt
Retained Earning EOY-$263,033RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$704,198TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$769,153TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$704,198TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$769,153TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$704,198TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,076ExcessRevenueOverExpensesAmt
Other Increases$86,031OtherIncreasesAmt
Subtotal$769,153SubtotalAmt
Tot Net Ast Or Fund Balances EOY$769,153TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$192InvestmentIncomeExciseTaxAmt
Subtotal$192SubtotalAmt
Tax Based On Investment Income$192TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,224EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,224TotalPaymentsAndCreditsAmt
Overpayment$1,032OverpaymentAmt
Applied To ES Tax$1,032AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Kerry B SkeenBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5043380558PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13481 NW Greenleaf WayAddressLine1Txt
CityBendCityNm
State AbbreviationORStateAbbreviationCd
ZIP97703ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Kerry B Skeen
3481 NW Greenleaf WayBendOR97703President/Treas3.00$0
Kathleen Skeen
3481 NW Greenleaf WayBendOR97703Vice Pres/Secy3.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,204AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$743,170FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$780,374TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$780,374AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,706CashDeemedCharitableAmt
Net Vl Noncharitable Assets$768,668NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,433MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,433MinimumInvestmentReturnAmt
Tax Based On Investment Income$192TaxBasedOnInvestmentIncomeAmt
Total Tax$192TotalTaxAmt
Distributable Before Adj$38,241DistributableBeforeAdjAmt
Distributable Before Ded$38,241DistributableBeforeDedAmt
Distributable As Adjusted$38,241DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,900ExpensesAndContributionsAmt
Qualifying Distributions$34,900QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,241DistributableAsAdjustedAmt
Undistributed Income PY$30,410UndistributedIncomePYAmt
Qualifying Distributions$34,900QualifyingDistributionsAmt
Applied To Year1$30,410AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,490AppliedToCurrentYearAmt
Undistributed Income CY$33,751UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKerry B SkeenContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSkeen Family FoundationRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13481 NW Greenleaf WayAddressLine1Txt
CityBendCityNm
State AbbreviationORStateAbbreviationCd
ZIP97703ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5403380558RecipientPhoneNum
Form And Info And MaterialsNoneFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Best Friends Animal Society
5001 Angel Canyon RoadKanabUT84741N/APCCharitable purposes$1,800
Alley Cat Allies
7920 Norfolk Ave Ste 600BethesdaMD20814N/APCCharitable purposes$1,700
The Livestock Conservancy
PO Box 477PittsboroNC27312N/APCCharitable purposes$300
Family Access Network
2125 NE Daggett LaneBendOR97702N/APCCharitable Purposes$3,000
CASA of Central Oregon
1029 NW 14th Street Suite 100BendOR97703N/APCCharitable Purposes$3,000
Humane Society of Central Oregon
61170 SE 27th StreetBendOR97702N/APCCharitable Purposes$5,000
Ronald McDonald House Charities
1700 NE Purcell BlvdBendOR97701N/APCCharitable Purposes$1,500
Deschutes Land Trust
210 NW Irving Ave Suite 102BendOR97701N/APCCharitable Purposes$1,500
Shepard's House Ministries
1854 NE Division St PO Box 5484BendOR97701N/APCCharitable Purposes$3,000
Holistic Horsemanship Services
PO Box 272PhilomontVA20131N/APCCharitable Purposes$9,700
Think Wild
PO Box 5093BendOR97708N/APCCharitable Purposes$1,200
Senior Dog Rescue
2397 NW Kings Blvd 130CorvallisOR97330N/APCCharitable Purposes$1,000
Silver Linings Rescue Ranch
PO Box 142Powell ButteOR97753N/APCCharitable Purposes$1,500
Brightside Animal Center
1355 NE Hemlock AveRedmondOR97756N/APCCharitable Purpose$200
Assistance League of Bend
PO Box 115BendOR97709N/APCCharitable Purpose$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,342ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,907ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$22,249ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,249TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$1,222Amt
Net Investment Income$1,222NetInvestmentIncomeAmt
Adjusted Net Income$1,222AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment management fees$7,178$7,178$7,178$0
SCC$25$25$25$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.