SKEEN FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SKEEN FAMILY FOUNDATION INC (EIN 31-1659995)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-15
IRS object ID
202120749349100817
Schema version
2020v4.0
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)
Return2021-03-15T14:19:25-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-03-10SignatureDt
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$814,405FMVAssetsEOYAmt
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$163InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$163InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$54,714DividendsRevAndExpnssAmt
Dividends Net Invst Incm$54,714DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$38NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$27,592GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$38CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$54,915TotalRevAndExpnssAmt
Total Net Invst Incm$54,915TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,187AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,187AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,187AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$7,023OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,023OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$7,023OtherProfFeesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$8,210TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,210TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$8,210TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,710TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,210TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$8,210TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$35,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,205ExcessRevenueOverExpensesAmt
Net Investment Income$46,705NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$39,696SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,569SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,569SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$691,681OtherInvestmentsBOYAmt
Other Investments EOY$763,926OtherInvestmentsEOYAmt
Other Investments EOYFMV$763,836OtherInvestmentsEOYFMVAmt
Total Assets BOY$731,377TotalAssetsBOYAmt
Total Assets EOY$814,495TotalAssetsEOYAmt
Total Assets EOYFMV$814,405TotalAssetsEOYFMVAmt
Loans From Officers BOY$2,209LoansFromOfficersBOYAmt
Total Liabilities BOY$2,209TotalLiabilitiesBOYAmt
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-$303,018RetainedEarningBOYAmt
Retained Earning EOY-$217,691RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$729,168TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$814,495TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$731,377TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$814,495TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$729,168TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,205ExcessRevenueOverExpensesAmt
Other Increases$74,122OtherIncreasesAmt
Subtotal$814,495SubtotalAmt
Tot Net Ast Or Fund Balances EOY$814,495TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property3002.439 SH Federated Total Returns Ser IncPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2018-01-01AcquiredDt
Sold2020-10-28SoldDt
Gross Sales Price$27,592GrossSalesPriceAmt
Cost Or Other Basis$27,554CostOrOtherBasisAmt
Gain Or Loss$38GainOrLossAmt
Gains Minus Excess Or Losses$38GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$38CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$649InvestmentIncomeExciseTaxAmt
Subtotal$649SubtotalAmt
Tax Based On Investment Income$649TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$724EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$724TotalPaymentsAndCreditsAmt
Overpayment$75OverpaymentAmt
Applied To ES Tax$75AppliedToESTaxAmt

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$32,746AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$763,926FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$796,672TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$796,672AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,950CashDeemedCharitableAmt
Net Vl Noncharitable Assets$784,722NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,236MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,236MinimumInvestmentReturnAmt
Tax Based On Investment Income$649TaxBasedOnInvestmentIncomeAmt
Total Tax$649TotalTaxAmt
Distributable Before Adj$38,587DistributableBeforeAdjAmt
Distributable Before Ded$38,587DistributableBeforeDedAmt
Distributable As Adjusted$38,587DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,500ExpensesAndContributionsAmt
Qualifying Distributions$35,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$35,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,587DistributableAsAdjustedAmt
Undistributed Income PY$34,658UndistributedIncomePYAmt
Qualifying Distributions$35,500QualifyingDistributionsAmt
Applied To Year1$34,658AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$842AppliedToCurrentYearAmt
Undistributed Income CY$37,745UndistributedIncomeCYAmt

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 (11 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
Loudoun Animal Protection Society
PO Box 1847MiddleburgVA20118N/APCCharitable purposes$700
Humane Society of Loudoun County
PO Box 777LeesburgVA20178N/APCCharitable purposes$1,000
Middleburg Humane Foundation
PO Box 1238MiddleburgVA20118N/APCCharitable purposes$4,000
Alley Cat Allies
7920 Norfolk Ave Ste 600BethesdaMD20814N/APCCharitable purposes$1,400
Loudoun Community Cat Coalition
PO Box 1960LeesburgVA20177N/APCCharitable purposes$4,000
Wildlife Veterinary Care
PO Box 288MillwoodVA22646N/APCCharitable Purposes$600
Family Access Network
2125 NE Daggett LaneBendOR97702N/APCCharitable Purposes$8,000
CASA of Central Oregon
1029 NW 14th Street Suite 100BendOR97703N/APCCharitable Purposes$7,500
Bend Spay Neuter Program
61170 SE 27th StreetBendOR97702N/APCCharitable Purpose$4,000
Veterinarian Care Foundation
16550 NW 46th StreetMorristonFL32668N/APCCharitable Purposes$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$163ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54,714ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$38RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$54,877ExclusionAmt
Related Or Exempt Function Incm$38RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,915TotalIncomeProducingActyAmt

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$1,187Amt
Net Investment Income$1,187NetInvestmentIncomeAmt
Adjusted Net Income$1,187AdjustedNetIncomeAmt
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$6,998$6,998$6,998$0
Other$25$25$25$0

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