BETA

ROLLEY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROLLEY FOUNDATION (EIN 43-1775684)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-27
IRS object ID
202041489349101209
Schema version
2019v5.0
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)
Return2020-05-27T17:02:31-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN480969601PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SS&C SOLUTIONS 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 Begin2019-01-01TaxPeriodBeginDt

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
Phone4802197484PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1455 E MAYO BLVD UNIT 3429AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85050ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN ROLLEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2145285858PhoneNum
Signature2020-05-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES R COLAHAN CPAPreparerPersonNm
PTINP00519851PTIN
Phone7852724484PhoneNum
Preparation2020-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$534,412FMVAssetsEOYAmt
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$11,983DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,983DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,354NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$43,341GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,354CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$16,337TotalRevAndExpnssAmt
Total Net Invst Incm$16,337TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$200LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$485AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,723OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,723OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$287TaxesRevAndExpnssAmt
Taxes Net Invst Incm$287TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$77OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,262TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,495TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,962TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,495TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,625ExcessRevenueOverExpensesAmt
Net Investment Income$11,842NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,230CashBOYAmt
Cash EOY$305CashEOYAmt
Cash EOYFMV$305CashEOYFMVAmt
Corporate Stock BOY$451,398CorporateStockBOYAmt
Corporate Stock EOY$437,694CorporateStockEOYAmt
Corporate Stock EOYFMV$534,107CorporateStockEOYFMVAmt
Total Assets BOY$455,628TotalAssetsBOYAmt
Total Assets EOY$437,999TotalAssetsEOYAmt
Total Assets EOYFMV$534,412TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$455,628RetainedEarningBOYAmt
Retained Earning EOY$437,999RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$455,628TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$437,999TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$455,628TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$437,999TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$455,628TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,625ExcessRevenueOverExpensesAmt
Subtotal$438,003SubtotalAmt
Other Decreases$4OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$437,999TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyUMBPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2016-11-23AcquiredDt
Sold2019-12-27SoldDt
Gross Sales Price$43,341GrossSalesPriceAmt
Cost Or Other Basis$38,987CostOrOtherBasisAmt
Gain Or Loss$4,354GainOrLossAmt
Gains Minus Excess Or Losses$4,354GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,354CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$28,927AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$515,037NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056165DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,750AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$499,998NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043500DistributionYr2Rt
Adjusted Qlfy Distri Yr3$22,816AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$477,326NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047800DistributionYr3Rt
Adjusted Qlfy Distri Yr4$22,167AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$511,114NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043370DistributionYr4Rt
Adjusted Qlfy Distri Yr5$30,027AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$546,568NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054937DistributionYr5Rt
Total Distribution0.245772TotalDistributionRt
Average Distribution0.049154AverageDistributionRt
Net Vl Noncharitable Assets$493,945NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,279AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$118NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$24,397AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$118InvestmentIncomeExciseTaxAmt
Subtotal$118SubtotalAmt
Tax Based On Investment Income$118TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$647EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$647TotalPaymentsAndCreditsAmt
Overpayment$529OverpaymentAmt
Applied To ES Tax$529AppliedToESTaxAmt

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 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 BooksALAN ROLLEYIndividualWithBooksNm
Phone4802197484PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1455 E MAYO BLVD UNIT 3429AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85050ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALAN ROLLEY
455 E MAYO BLVD UNIT 3429PHOENIXAZ85050PRESIDENT000.00$0$0$0
BLAKE ROLLEY
4947 E MOUNT PLEASANT DRIVEFLAGSTAFFAZ86004VICE PRES.000.00$0$0$0
STEPHANIE ANN ROLLEY
101 WATERBRIDGE ROADMANHATTANKS66503SECRETARY000.00$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 12 DIFFERENT ORGANIZATIONS DURING 2019 .Description1Txt
Expenses1$28,700Expenses1Amt

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$496,124AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,343AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$501,467TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$501,467AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,522CashDeemedCharitableAmt
Net Vl Noncharitable Assets$493,945NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,697MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,697MinimumInvestmentReturnAmt
Tax Based On Investment Income$118TaxBasedOnInvestmentIncomeAmt
Total Tax$118TotalTaxAmt
Distributable Before Adj$24,579DistributableBeforeAdjAmt
Distributable Before Ded$24,579DistributableBeforeDedAmt
Distributable As Adjusted$24,579DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,700ExpensesAndContributionsAmt
Qualifying Distributions$28,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$118PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$28,582AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,579DistributableAsAdjustedAmt
Undistributed Income PY$149UndistributedIncomePYAmt
Qualifying Distributions$28,700QualifyingDistributionsAmt
Applied To Year1$149AppliedToYear1Amt
Applied To Current Year$24,579AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,972RemainingDistriFromCorpusAmt
Total Corpus$3,972TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,972ExcessDistriCyovToNextYrAmt
Excess From Current Year$3,972ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GREATER MANHATTAN COMMUNITY FOUND
555 POYNTZ 269MANHATTANKS66502CHARITABLE$2,500
BOY SCOUTS OF AMERICA GRAND CANYON
2969 NORTH GREENFIELD ROAPHOENIXAZ850167715CHARITABLE$2,000
BOY SCOUTS OF AMERICA GREAT SW COUN
5841 OFFICE BLVD NEALBUQUERQUENM871095820CHARITABLE$3,500
CORNERSTONES COMMUNITY PARTNERSHIPS
PO BOX 2341SANTA FENM875042341CHARITABLE$1,000
LANDSCAPE ARCHITECTURE FOUNDATION
1129 20TH STREET NW SUITWASHINGTONDC20036CHARITABLE$2,200
1ST UNITED METHODIST OF MANHATTAN
612 POYNTZ AVEMANHATTANKS665026041CHARITABLE$500
NEW MEXICO GOVERNOR'S MANSION FOUND
PO BOX 2121SANTA FENM875042121CHARITABLE$1,000
SAGEWOOD RESIDENTS' FOUNDATION
4555 EAST MAYO BOULEVARDPHOENIXAZ85050CHARITABLE$2,500
MUSEUM OF NEW MEXICO FOUNDATION
PO BOX 2065SANTE FENM87504CHARITABLE$6,500
TOPEKA SYMPHONY
PO BOX 2206TOPEKAKS666012206CHARITABLE$1,000
GOLDEN RULE CHARITIES
2573 E 7TH AVEFLAGSTAFFAZ86004CHARITABLE$1,000
SANTE FE OPERA
PO BOX 2048SANTA FENM87502CHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,983ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,354ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$16,337ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,337TotalIncomeProducingActyAmt

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$975Amt
Net Investment Income$485NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUMBStockNm
EOY Book Value$437,694EOYBookValueAmt
EOYFMV$534,107EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$4Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
SECRETARY OF STATE$40
THE TOPEKA METRO NEWS$35
BANK FEES$2

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTING & ADVISORY SERVICESCategoryTxt
Amt$3,723Amt
Net Investment Income$3,723NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$287Amt
Net Investment Income$287NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.