WETTER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WETTER FOUNDATION (EIN 20-1157724)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-01
IRS object ID
202423069349100842
Schema version
2023v5.1
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)
Return2024-11-01T12:44:31-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930428202PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOLATORE SCROGGIN PETERSON & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1824 PINE STREETAddressLine1Txt
CityKLAMATH FALLSCityNm
State AbbreviationORStateAbbreviationCd
ZIP97601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201157724EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WETTER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWETTBusinessNameControlTxt
Phone4805956622PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11326 RIDGECREST DRAddressLine1Txt
CityKLAMATH FALLSCityNm
State AbbreviationORStateAbbreviationCd
ZIP97601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN F WETTERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5415918303PhoneNum
Signature2024-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERRY SCROGGINPreparerPersonNm
PTINP00136209PTIN
Phone5418844164PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$933,965FMVAssetsEOYAmt
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$5,039InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,039InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,462DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,052DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$46,000NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$233,238GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$46,000CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$77,501TotalRevAndExpnssAmt
Total Net Invst Incm$77,091TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$325LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$325LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,112AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,038AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,023OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,023OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$159TaxesRevAndExpnssAmt
Taxes Net Invst Incm$51TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$108TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,657TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,186TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,471TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$79,657TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,186TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$61,471TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,156ExcessRevenueOverExpensesAmt
Net Investment Income$58,905NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,523SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$114,888SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$114,888SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$861,405OtherInvestmentsBOYAmt
Other Investments EOY$762,906OtherInvestmentsEOYAmt
Other Investments EOYFMV$819,077OtherInvestmentsEOYFMVAmt
Total Assets BOY$876,928TotalAssetsBOYAmt
Total Assets EOY$877,794TotalAssetsEOYAmt
Total Assets EOYFMV$933,965TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$876,928RetainedEarningBOYAmt
Retained Earning EOY$877,794RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$876,928TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$877,794TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$876,928TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$877,794TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$876,928TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,156ExcessRevenueOverExpensesAmt
Other Increases$3,022OtherIncreasesAmt
Subtotal$877,794SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$877,794TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$6,163$9,398-$3,235-$3,235
PUBLICLY TRADED SECURITIESP$195,577$176,328$19,249$19,249
PUBLICLY TRADED SECURITIES NONCOVEREDP$2,681$1,512$1,169$1,169
CAPITAL GAINS DIVIDENDSP$28,817$28,817$28,817
FieldValueIRS element (for citing)
Capital Gain Net Income$46,000CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$819InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$819SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$819TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$642EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$642TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$177TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTERRENCE J SCROGGINIndividualWithBooksNm
Phone5418844164PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1824 PINE STREETAddressLine1Txt
CityKLAMATH FALLSCityNm
State AbbreviationORStateAbbreviationCd
ZIP97601ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN F WETTER
1326 RIDGECREST DRIVEKLAMATH FALLSOR97601DIRECTOR0.10$0$0$0
SYDNEY A WETTER
5934 EVENING GLOW DRIVESCOTTSDALEAZ85262DIRECTOR0.10$0$0$0
DAVID L WETTER
2640 E BARNETT RD SUITE E PMB 144MEDFORDOR97504DIRECTOR0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$939,597AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$47,606AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$987,203TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$987,203AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,808CashDeemedCharitableAmt
Net Vl Noncharitable Assets$972,395NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,620MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,620MinimumInvestmentReturnAmt
Tax Based On Investment Income$819TaxBasedOnInvestmentIncomeAmt
Total Tax$819TotalTaxAmt
Distributable Before Adj$47,801DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$47,801DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$47,801DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$61,471ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$61,471QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,801DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,181ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,150ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$17,478ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,298ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$16,733ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$66,840TotalExcessDistributionCyovAmt
Qualifying Distributions$61,471QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$47,801AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,670RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$80,510TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$9,181ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$71,329ExcessDistriCyovToNextYrAmt
Excess From Year4$11,150ExcessFromYear4Amt
Excess From Year3$17,478ExcessFromYear3Amt
Excess From Year2$12,298ExcessFromYear2Amt
Excess From Year1$16,733ExcessFromYear1Amt
Excess From Current Year$13,670ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACCESS BUILDING FUND
3630 AVIATION WAYMEDFORDOR97504N/AELIGIBLEGENERAL OPERATIONS$6,250
COMMUNITY WORKS
2594 E BARNETT RD SUITE CMEDFORDOR97504N/AELIGIBLEGENERAL OPERATIONS$1,875
FAMILY NURTURING CENTER
825 E MAIN ST SUITE AMEDFORDOR97504N/AELIGIBLEGENERAL OPERATIONS$1,875
FOOTHILLS CARING CORP
7275 E EASY STREET STE B103B104CAREFREEAZ85377N/AELIGIBLEGENERAL OPERATIONS$6,000
KLAMATH ANIMAL SHELTER
4240 WASHBURN WAYKLAMATH FALLSOR97603N/AELIGIBLEGENERAL OPERATIONS$5,000
KLAMATH KID CENTER INC
3801 ALTAMONT DRIVEKLAMATH FALLSOR97603N/AELIGIBLEGENERAL OPERATIONS$5,000
KLAMATH LAKE COUNTY FOOD BANK
3231 MAYWOOD DRKLAMATH FALLSOR97603N/AELIGIBLEGENERAL OPERATIONS$5,000
NATIONAL ALLIANCE ON MENTAL ILLNESS
5025 E WASHINGTON ST STE 112PHOENIXAZ85034N/AELIGIBLEGENERAL OPERATIONS$8,000
OREGON COMMUNITY FOUNDATION
15 SW COLORADO AVE SUITE 200BENDOR97702N/AELIGIBLEGENERAL OPERATIONS$5,000
SOROPTIMIST INTERNATIONAL
4201 HWY 97 SOUTHKLAMATH FALLSOR97601N/AELIGIBLEGENERAL OPERATIONS$5,000
ST MARY'S SCHOOL
816 BLACK OAK DRIVEMEDFORDOR97504N/AELIGIBLEGENERAL OPERATIONS$5,000
THE HERREN PROJECT
1061 FISH RDTIVERTONRI02878N/AELIGIBLEGENERAL OPERATIONS$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,039ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,462ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$46,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$77,501ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,501TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,150Amt
Net Investment Income$3,112NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,038DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
RIM-FIXEDAT COST$188,693$175,566
RIM-MUTUAL FUNDSAT COST$331,971$368,650
RIM - EQUITIESAT COST$217,095$249,439
RIM - EXCHANGE TRADEDAT COST$25,147$25,422

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$325LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$325DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE IN UNREALIZED GAINDesc
Amt$3,022Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT BROKER FEESCategoryTxt
Amt$15,023Amt
Net Investment Income$15,023NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OREGON DEPT OF JUSTICE FEES$108$0$108
FOREIGN INCOME TAX$51$51$0

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