WETTER FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WETTER FOUNDATION (EIN 20-1157724)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-25
IRS object ID
201912069349100616
Schema version
2018v3.1
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)
Return2019-07-25T16:15:15-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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)
PersonPATRICIA L WETTERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4805956622PhoneNum
Signature2019-07-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.36.197.118IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-25IPDt
IP Tm14:14:06IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1413E0AD8946013DD60DE621631C92A926053601AtSubmissionCreationDeviceId
At Submission Filing Device Id1413E0AD8946013DD60DE621631C92A926053601AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,066,167FMVAssetsEOYAmt
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$4,272InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,272InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$32,852DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,342DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$51,125NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$235,779GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$51,125CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$88,249TotalRevAndExpnssAmt
Total Net Invst Incm$86,739TotalNetInvstIncmAmt
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$3,875AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,875AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,938OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,938OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$622TaxesRevAndExpnssAmt
Taxes Net Invst Incm$80TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$192TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,735TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,018TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,367TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$83,735TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,018TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$64,367TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,514ExcessRevenueOverExpensesAmt
Net Investment Income$67,721NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,183CashBOYAmt
Cash EOY$36,746CashEOYAmt
Cash EOYFMV$36,746CashEOYFMVAmt
Other Investments BOY$1,000,873OtherInvestmentsBOYAmt
Other Investments EOY$987,835OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,029,421OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,019,056TotalAssetsBOYAmt
Total Assets EOY$1,024,581TotalAssetsEOYAmt
Total Assets EOYFMV$1,066,167TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,019,056RetainedEarningBOYAmt
Retained Earning EOY$1,024,581RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,019,056TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,024,581TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,019,056TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,024,581TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,019,056TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,514ExcessRevenueOverExpensesAmt
Other Increases$1,011OtherIncreasesAmt
Subtotal$1,024,581SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,024,581TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES-LARGE CAPP$14,996$10,040$4,956$4,956
PUBLICLY TRADED SECURITIES-FIXEDP$95,460$96,233-$773-$773
PUBLICLY TRADED SECURITIES-COMMONP$113,069$78,381$34,688$34,688
CAPITAL GAINS DIVIDENDSP$12,254$12,254$12,254
FieldValueIRS element (for citing)
Capital Gain Net Income$51,125CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$62,715AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,169,432NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053629DistributionYr1Rt
Adjusted Qlfy Distri Yr2$62,299AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,151,962NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054081DistributionYr2Rt
Adjusted Qlfy Distri Yr3$68,137AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,169,596NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.058257DistributionYr3Rt
Adjusted Qlfy Distri Yr4$68,636AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,182,207NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058058DistributionYr4Rt
Adjusted Qlfy Distri Yr5$57,193AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,152,860NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049610DistributionYr5Rt
Total Distribution0.273635TotalDistributionRt
Average Distribution0.054727AverageDistributionRt
Net Vl Noncharitable Assets$1,117,250NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$61,144AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$677NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$61,821AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$64,367QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$677InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$677SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$677TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$637EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,637TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$960OverpaymentAmt
Applied To ES Tax$960AppliedToESTaxAmt
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
976 HARBOR ISLES BLVDKLAMATH 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$1,113,585AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,679AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,134,264TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,134,264AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,014CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,117,250NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,863MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,863MinimumInvestmentReturnAmt
Tax Based On Investment Income$677TaxBasedOnInvestmentIncomeAmt
Total Tax$677TotalTaxAmt
Distributable Before Adj$55,186DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$55,186DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$55,186DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$64,367ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$64,367QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$677PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$63,690AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$55,186DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$341ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,494ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,419ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,251ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,297ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$33,802TotalExcessDistributionCyovAmt
Qualifying Distributions$64,367QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$55,186AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,181RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$42,983TotalCorpusAmt
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$341ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$42,642ExcessDistriCyovToNextYrAmt
Excess From Year4$10,494ExcessFromYear4Amt
Excess From Year3$11,419ExcessFromYear3Amt
Excess From Year2$6,251ExcessFromYear2Amt
Excess From Year1$5,297ExcessFromYear1Amt
Excess From Current Year$9,181ExcessFromCurrentYearAmt

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
FOLDS OF HONOR FOUNDATION
5800 NORTH PATRIOT DRIVEOWASSOOK74055N/AELIGIBLEGENERAL OPERATIONS$2,500
FOOTHILLS CARING CORP
7275 E EASY STREET STE B103B104CAREFREEAZ85377N/AELIGIBLEGENERAL OPERATIONS$10,000
FOUNDATION FOR THE BLIND
200 EAST WELLS STREETBALTIMOREMD21230N/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
NATIONAL ALLIANCE ON MENTAL ILLNESS
5025 E WASHINGTON ST STE 112PHOENIXAZ85034N/AELIGIBLEGENERAL OPERATIONS$5,000
RIVERSIDE THEATRE IN CHICAGO
7501 W CERMAK RDRIVERSIDEIL60546N/AELIGIBLEGENERAL OPERATIONS$5,000
SOROPTIMIST INTERNATIONAL
4201 HWY 97 SOUTHKLAMATH FALLSOR97601N/AELIGIBLEGENERAL OPERATIONS$5,000
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
QUAIL VALLEY CHARITIES
6545 PINNACLE DRVERO BEACHFL32967N/AELIGIBLEGENERAL OPERATIONS$5,000
MENTAL HEALTH ASSOC OF INDIAN RIVER
777 37TH ST SUITE D104VERO BEACHFL32960N/ANCGENERAL OPERATIONS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,000TotalGrantOrContriPdDurYrAmt
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$4,272ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,852ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$51,125ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$88,249ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$88,249TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementRETURNED DONATIONSRelationshipStatementTxt

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$3,875Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,875DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
RIM-FIXEDAT COST$508,418$474,285
RIM-COMMON STOCKAT COST$191,540$257,140
RIM-LARGE CAP FUNDSAT COST$229,240$249,515
RIM-MUTUAL FUNDSAT COST$58,637$48,481

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 Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMISC ADJUSTMENT TO UNREALIZED GAINDesc
Amt$1,011Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT BROKER FEESCategoryTxt
Amt$18,938Amt
Net Investment Income$18,938NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OREGON DEPT OF JUSTICE FEES$192$0$192
FEDERAL INCOME TAX$350$0$0
FOREIGN INCOME TAX$80$80$0

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