SKEEN FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SKEEN FAMILY FOUNDATION INC (EIN 31-1659995)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-04-08
IRS object ID
202210989349100921
Schema version
2021v4.0
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)
Return2022-04-08T15:20:45-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541905537PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bullock & Associates PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1831A South King StreetAddressLine1Txt
CityLeesburgCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20175ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-04-08SignatureDt
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

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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$875,964FMVAssetsEOYAmt
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$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$115,430DividendsRevAndExpnssAmt
Dividends Net Invst Incm$115,430DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,589NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$79,440GrossSalesPriceAmt
Total Rev And Expnss$111,856TotalRevAndExpnssAmt
Total Net Invst Incm$115,445TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,155AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,155AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,155AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$8,541OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,541OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$8,541OtherProfFeesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$9,696TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,696TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$9,696TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,696TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,696TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$9,696TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$40,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$62,160ExcessRevenueOverExpensesAmt
Net Investment Income$105,749NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$50,569SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$151,958SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$151,958SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$763,926OtherInvestmentsBOYAmt
Other Investments EOY$724,006OtherInvestmentsEOYAmt
Other Investments EOYFMV$724,006OtherInvestmentsEOYFMVAmt
Total Assets BOY$814,495TotalAssetsBOYAmt
Total Assets EOY$875,964TotalAssetsEOYAmt
Total Assets EOYFMV$875,964TotalAssetsEOYFMVAmt
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-$217,691RetainedEarningBOYAmt
Retained Earning EOY-$156,222RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$814,495TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$875,964TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$814,495TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$875,964TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$814,495TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$62,160ExcessRevenueOverExpensesAmt
Subtotal$876,655SubtotalAmt
Other Decreases$691OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$875,964TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
705.550 SH Pimco Dynamic Bond FundP2019-01-012021-11-26$7,500$7,742-$242-$242
2980.198 SH PGIM Jennison 2020 FocusP2019-01-012021-01-01$64,440$67,630-$3,190-$3,190
733.138 SH Virtus Newfleet Multi Sect Inter Bond FdP2019-01-012021-11-26$7,500$7,657-$157-$157
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,589CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,470InvestmentIncomeExciseTaxAmt
Subtotal$1,470SubtotalAmt
Tax Based On Investment Income$1,470TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$652EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$652TotalPaymentsAndCreditsAmt
Tax Due$818TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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$47,911AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$724,006FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$771,917TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$771,917AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,579CashDeemedCharitableAmt
Net Vl Noncharitable Assets$760,338NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,017MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,017MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,470TaxBasedOnInvestmentIncomeAmt
Total Tax$1,470TotalTaxAmt
Distributable Before Adj$36,547DistributableBeforeAdjAmt
Distributable Before Ded$36,547DistributableBeforeDedAmt
Distributable As Adjusted$36,547DistributableAsAdjustedAmt

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$36,547DistributableAsAdjustedAmt
Undistributed Income PY$37,745UndistributedIncomePYAmt
Qualifying Distributions$40,000QualifyingDistributionsAmt
Applied To Year1$37,745AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,255AppliedToCurrentYearAmt
Undistributed Income CY$34,292UndistributedIncomeCYAmt

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 (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Best Friends Animal Society
5001 Angel Canyon RoadKanabUT84741N/APCCharitable purposes$2,000
Alley Cat Allies
7920 Norfolk Ave Ste 600BethesdaMD20814N/APCCharitable purposes$2,000
The Livestock Conservancy
PO Box 477PittsboroNC27312N/APCCharitable purposes$1,000
Family Access Network
2125 NE Daggett LaneBendOR97702N/APCCharitable Purposes$5,000
CASA of Central Oregon
1029 NW 14th Street Suite 100BendOR97703N/APCCharitable Purposes$5,000
Humane Society of Central Oregon
61170 SE 27th StreetBendOR97702N/APCCharitable Purposes$5,000
Ronald McDonald House Charities
1700 NE Purcell BlvdBendOR97701N/APCCharitable Purposes$2,500
Deschutes Land Trust
210 NW Irving Ave Suite 102BendOR97701N/APCCharitable Purposes$2,000
Shepard's House
1854 NE Division St PO Box 5484BendOR97701N/APCCharitable Purposes$500
Ranbow Village
3427 Duluth Hwy 120DuluthGA30096N/APCCharitable Purposes$2,500
Holistic Horsemanship Services
PO Box 272PhilomontVA20131N/APCCharitable Purposes$8,000
Think Wild
PO Box 5093BendOR97708N/APCCharitable Purposes$2,500
Senior Dog Rescue
2397 NW Kings Blvd 130CorvallisOR97330N/APCCharitable Purposes$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$115,430ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$3,589RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$115,445ExclusionAmt
Related Or Exempt Function Incm-$3,589RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$111,856TotalIncomeProducingActyAmt

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$1,155Amt
Net Investment Income$1,155NetInvestmentIncomeAmt
Adjusted Net Income$1,155AdjustedNetIncomeAmt
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$8,506$8,506$8,506$0
Other$35$35$35$0

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