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ROLLEY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ROLLEY FOUNDATION (EIN 43-1775684)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-17
IRS object ID
202321379349101302
Schema version
2022v5.0
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)
Return2023-05-17T16:47:34-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN480969601PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SSC ADVISORS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15825 SW 29TH ST STE 101AddressLine1Txt
CityTOPEKACityNm
State AbbreviationKSStateAbbreviationCd
ZIP666142478ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431775684EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROLLEY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROLLBusinessNameControlTxt
Phone7853413990PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11251 SEVILLE ROADAddressLine1Txt
CitySANTA FECityNm
State AbbreviationNMStateAbbreviationCd
ZIP87505ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE ANN ROLLEYPersonNm
Person TitlePRES, SEC-TRESPersonTitleTxt
Phone7853413990PhoneNum
Signature2023-05-10SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHANIEPersonFirstNm
Person LastROLLEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES R COLAHAN CPAPreparerPersonNm
PTINP00519851PTIN
Phone7852724484PhoneNum
Preparation2023-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$9,781DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,781DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$162,415NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$540,041GrossSalesPriceAmt
Total Rev And Expnss$172,196TotalRevAndExpnssAmt
Total Net Invst Incm$9,781TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$200LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,360AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$680AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$4,690OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,690OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$250TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$74OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,574TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,620TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,574TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,620TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$40,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$125,622ExcessRevenueOverExpensesAmt
Net Investment Income$4,161NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,480CashBOYAmt
Corporate Stock BOY$404,193CorporateStockBOYAmt
Total Assets BOY$411,673TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$411,673RetainedEarningBOYAmt
Tot Net Ast Or Fund Balances BOY$411,673TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$411,673TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$411,673TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$125,622ExcessRevenueOverExpensesAmt
Subtotal$537,295SubtotalAmt
Other Decreases$537,295OtherDecreasesAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$58InvestmentIncomeExciseTaxAmt
Subtotal$58SubtotalAmt
Tax Based On Investment Income$58TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$247EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$247TotalPaymentsAndCreditsAmt
Overpayment$189OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$189RefundAmt

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 EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
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
Individual With BooksSTEPHANIE ANN ROLLEYIndividualWithBooksNm
Phone7853413990PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11251 SEVILLE ROADAddressLine1Txt
CitySANTA FECityNm
State AbbreviationNMStateAbbreviationCd
ZIP87505ZIPCd
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BLAKE ROLLEY
4947 E MOUNT PLEASANT DRIVEFLAGSTAFFAZ86004VICE PRES.000.00$0$0$0
STEPHANIE ANN ROLLEY
1251 SEVILLE ROADSANTA FENM87505PRES, SEC-TR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CHARITABLE GIVING. CONTRIBUTIONS MADE TO 10 DIFFERENT ORGANIZATIONS DURING 2022.Description1Txt
Expenses1$40,000Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$544,620AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,495AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$554,115TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$554,115AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,312CashDeemedCharitableAmt
Net Vl Noncharitable Assets$545,803NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,290MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,290MinimumInvestmentReturnAmt
Tax Based On Investment Income$58TaxBasedOnInvestmentIncomeAmt
Total Tax$58TotalTaxAmt
Distributable Before Adj$27,232DistributableBeforeAdjAmt
Distributable Before Ded$27,232DistributableBeforeDedAmt
Distributable As Adjusted$27,232DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,000ExpensesAndContributionsAmt
Qualifying Distributions$40,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,232DistributableAsAdjustedAmt
Undistributed Income PY$11,829UndistributedIncomePYAmt
Qualifying Distributions$40,000QualifyingDistributionsAmt
Applied To Year1$11,829AppliedToYear1Amt
Applied To Current Year$27,232AppliedToCurrentYearAmt
Remaining Distri From Corpus$939RemainingDistriFromCorpusAmt
Total Corpus$939TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$939ExcessDistriCyovToNextYrAmt
Excess From Current Year$939ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
THE ALS ASSOCIATION
360 E CORONADO ROADPHOENIXAZ85004CHARITABLE$2,500
GREATER MANHATTAN COMMUNITY FOUND
555 POYNTZ 269MANHATTANKS66502CHARITABLE$2,400
BOY SCOUTS OF AMERICA GRAND CANYON
2969 NORTH GREENFIELD RDPHOENIXAZ850167715CHARITABLE$2,500
KSU FOUNDATION
1800 KIMBALL AVE STE 200MANHATTANKS66502CHARITABLE$20,000
UNITED WAY
1515 E CEDAR AVEFLAGSTAFFAZ86004CHARITABLE$1,500D-1
HABITAT FOR HUMANITY
2016 N FOURTH STFLAGSTAFFAZ86004CHARITABLE$2,500
BOYS & GIRLS CLUB OF FLAGSTAFF
301 S PASEO DEL FLAGFLAGSTAFFAZ86001CHARITABLE$2,500
SUNSHINE RESCUE MISSION INC
124 S SAN FRANCISCO STFLAGSTAFFAZ86001CHARITABLE$2,500
HOUSING SOLUTIONS OF NORTHERN ARIZO
2304 N 3RD STFLAGSTAFFAZ86004CHARITABLE$2,100
FLAGSTAFF FAMILY FOOD CENTER
PO BOX PFLAGSTAFFAZ86002CHARITABLE$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,781ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$162,415RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,781ExclusionAmt
Related Or Exempt Function Incm$162,415RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$172,196TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,360Amt
Net Investment Income$680NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

How AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
PURCHASE$30,508$30,912-$404
PURCHASE$509,533$346,714$162,819

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUMBStockNm

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationASSETS WERE LIQUIDATED AND TRANSFERRED TO DONOR ADVISED FUNDS HELD AT TWO COMMUNITY FOUNDATIONS. SANTA FE COMMUNITY FOUNDATION, STEPHANIE ROLLEY/ROD HARMS FUND AND COMMUNITY FOUNDATION OF COLLIER COUNTY, ROLLEY FAMILY FUND.ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$200LegalFeesAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFINAL DISTRIBUTIONDesc
Amt$537,295Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
SECRETARY OF STATE$60
BANK FEES$14

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTING & ADVISORY SERVICESCategoryTxt
Amt$4,690Amt
Net Investment Income$4,690NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$250Amt
Net Investment Income$250NetInvestmentIncomeAmt

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