WETTER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WETTER FOUNDATION (EIN 20-1157724)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-20
IRS object ID
202102019349100555
Schema version
2020v4.1
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)
Return2021-07-20T19:12:30-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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 Line15934 EAST EVENING GLOW DRIVEAddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP852665255ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN F WETTERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4805956622PhoneNum
Signature2021-07-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastWETTERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERRY SCROGGINPreparerPersonNm
PTINP00136209PTIN
Phone5418844164PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,100,276FMVAssetsEOYAmt
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$3,936InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,936InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,208DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,647DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,576NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$283,719GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,576CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$329OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$329OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$41,049TotalRevAndExpnssAmt
Total Net Invst Incm$40,488TotalNetInvstIncmAmt
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$300LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$300LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,625AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,625AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$16,973OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,973OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$315TaxesRevAndExpnssAmt
Taxes Net Invst Incm$125TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$190TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,213TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,098TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,115TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$87,213TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,098TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$70,115TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$46,164ExcessRevenueOverExpensesAmt
Net Investment Income$23,390NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$32,546CashBOYAmt
Cash EOY$16,671CashEOYAmt
Cash EOYFMV$16,671CashEOYFMVAmt
Other Investments BOY$965,628OtherInvestmentsBOYAmt
Other Investments EOY$935,339OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,083,605OtherInvestmentsEOYFMVAmt
Total Assets BOY$998,174TotalAssetsBOYAmt
Total Assets EOY$952,010TotalAssetsEOYAmt
Total Assets EOYFMV$1,100,276TotalAssetsEOYFMVAmt
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$998,174RetainedEarningBOYAmt
Retained Earning EOY$952,010RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$998,174TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$952,010TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$998,174TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$952,010TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$998,174TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$46,164ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$952,010SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$952,010TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$9,427$8,805$622$622
PUBLICLY TRADED SECURITIESP$274,178$266,338$7,840$7,840
CAPITAL GAINS DIVIDENDSP$114$114$114
FieldValueIRS element (for citing)
Capital Gain Net Income$8,576CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$325InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$325SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$325TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$556EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$556TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$231OverpaymentAmt
Applied To ES Tax$231AppliedToESTaxAmt
Refund$0RefundAmt

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
505 BEACHLAND BLVDVERO BEACHFL32963DIRECTOR0.10$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$1,002,289AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$73,073AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,075,362TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,075,362AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,130CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,059,232NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,962MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,962MinimumInvestmentReturnAmt
Tax Based On Investment Income$325TaxBasedOnInvestmentIncomeAmt
Total Tax$325TotalTaxAmt
Distributable Before Adj$52,637DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$52,637DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$52,637DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,115ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$70,115QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$70,115AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,637DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$11,419ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,251ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,297ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,181ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,150ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$43,298TotalExcessDistributionCyovAmt
Qualifying Distributions$70,115QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$52,637AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,478RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$60,776TotalCorpusAmt
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$11,419ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$49,357ExcessDistriCyovToNextYrAmt
Excess From Year4$6,251ExcessFromYear4Amt
Excess From Year3$5,297ExcessFromYear3Amt
Excess From Year2$9,181ExcessFromYear2Amt
Excess From Year1$11,150ExcessFromYear1Amt
Excess From Current Year$17,478ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DESERT FOOTHILLS LAND TRUST
PO BOX 4861CAVE CREEKAZ85327N/AELIGIBLEGENERAL OPERATIONS$5,000
FOOTHILLS CARING CORP
7275 E EASY STREET STE B103B104CAREFREEAZ85377N/AELIGIBLEGENERAL OPERATIONS$5,000
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
MENTAL HEALTH ASSOC OF INDIAN RIVER
777 37TH ST SUITE D104VERO BEACHFL32960N/ANCGENERAL OPERATIONS$2,500
NATIONAL ALLIANCE ON MENTAL ILLNESS
5025 E WASHINGTON ST STE 112PHOENIXAZ85034N/AELIGIBLEGENERAL OPERATIONS$5,000
SENIOR RESOURCE ASSOCIATION
694 14TH STVERO BEACHFL32960N/AELIGIBLEGENERAL OPERATIONS$2,500
VERO BEACH LIFEGUARD ASSOC INC
1351 WHITE HERON LANEVERO BEACHFL32963N/AELIGIBLEGENERAL OPERATIONS$2,500
VERO BEACH SUNRISE ROTARY CLUB
PO BOX 6274VERO BEACHFL32961N/AELIGIBLEGENERAL OPERATIONS$2,500
BASIN UNITED SOCCER CLUB
4500 FOOTHILLS BLVDKLAMATH FALLSOR97601N/AELIGIBLEGENERAL OPERATIONSGENERAL OPERATIONS$20,000
WOMEN REFUGE OF VERO BEACH
1850 LEMON AVEVERO BEACHFL32960N/AELIGIBLEGENERAL OPERATIONS$2,500
TREASURE COAST FOOD BANK INC
401 ANGLE RDFORT PIERCEFL34947N/AELIGIBLEGENERAL OPERATIONS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,000TotalGrantOrContriPdDurYrAmt
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$3,936ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,208ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$329ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,576ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$41,049ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$41,049TotalIncomeProducingActyAmt

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$4,625Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,625DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
RIM-FIXEDAT COST$493,779$471,292
RIM-COMMON STOCKAT COST$194,447$247,240
RIM-LARGE CAP FUNDSAT COST$203,584$307,722
RIM-MUTUAL FUNDSAT COST$43,529$57,351

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$300LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$300DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS SECURITY INCOMEDesc
Revenue And Expenses Per Books$329RevenueAndExpensesPerBooksAmt
Net Investment Income$329NetInvestmentIncomeAmt
Adjusted Net Income$329AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT BROKER FEESCategoryTxt
Amt$16,973Amt
Net Investment Income$16,973NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OREGON DEPT OF JUSTICE FEES$190$0$190
FOREIGN INCOME TAX$125$125$0

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