BETA

ROLLEY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROLLEY FOUNDATION (EIN 43-1775684)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201801359349104200
Schema version
2017v2.3
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)
Return2018-05-15T14:57:36-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 202AddressLine1Txt
CityTOPEKACityNm
State AbbreviationKSStateAbbreviationCd
ZIP666142478ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

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
Phone7722311329PhoneNum

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
Signature2018-05-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES R COLAHAN CPAPreparerPersonNm
PTINP00519851PTIN
Phone7852724484PhoneNum
Preparation2018-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$531,226FMVAssetsEOYAmt
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$12,036DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,036DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,599NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$184,934GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,599CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$39,635TotalRevAndExpnssAmt
Total Net Invst Incm$39,635TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$200LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,247AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$624AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,673OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,673OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$130TaxesRevAndExpnssAmt
Taxes Net Invst Incm$130TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$67OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,317TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,427TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,067TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,427TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$21,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,568ExcessRevenueOverExpensesAmt
Net Investment Income$35,208NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,425CashBOYAmt
Cash EOY$7,885CashEOYAmt
Cash EOYFMV$7,885CashEOYFMVAmt
Corporate Stock BOY$463,735CorporateStockBOYAmt
Corporate Stock EOY$471,567CorporateStockEOYAmt
Corporate Stock EOYFMV$523,341CorporateStockEOYFMVAmt
Total Assets BOY$467,160TotalAssetsBOYAmt
Total Assets EOY$479,452TotalAssetsEOYAmt
Total Assets EOYFMV$531,226TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$467,160RetainedEarningBOYAmt
Retained Earning EOY$479,452RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$467,160TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$479,452TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$467,160TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$479,452TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$467,160TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,568ExcessRevenueOverExpensesAmt
Subtotal$479,728SubtotalAmt
Other Decreases$276OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$479,452TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UMBP$175,719$149,355$26,364$26,364
UMBP$9,095$7,980$1,115$1,115
FieldValueIRS element (for citing)
Capital Gain Net Income$27,599CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,115NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$22,816AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$477,326NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047800DistributionYr1Rt
Adjusted Qlfy Distri Yr2$22,167AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$511,114NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043370DistributionYr2Rt
Adjusted Qlfy Distri Yr3$30,027AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$546,568NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054937DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,900AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$552,615NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048678DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$545,950NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047623DistributionYr5Rt
Total Distribution0.242408TotalDistributionRt
Average Distribution0.048482AverageDistributionRt
Net Vl Noncharitable Assets$499,998NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,241AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$352NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$24,593AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$21,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$704InvestmentIncomeExciseTaxAmt
Subtotal$704SubtotalAmt
Tax Based On Investment Income$704TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Tax Due$710TaxDueAmt

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
Phone7722311329PhoneNum

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

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 3429PHOENIXAZ85050PRESIDENT2.00$0$0$0
BLAKE ROLLEY
4947 E MOUNT PLEASANT DRIVEFLAGSTAFFAZ86004VICE PRES.2.00$0$0$0
STEPHANIE ANN ROLLEY
101 WATERBRIDGE ROADMANHATTANKS66503SECRETARY2.00$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 15 DIFFERENT ORGANIZATIONS DURING 2017.Description1Txt
Expenses1$21,750Expenses1Amt

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$498,975AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,637AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$507,612TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$507,612AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,614CashDeemedCharitableAmt
Net Vl Noncharitable Assets$499,998NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,000MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,000MinimumInvestmentReturnAmt
Tax Based On Investment Income$704TaxBasedOnInvestmentIncomeAmt
Total Tax$704TotalTaxAmt
Distributable Before Adj$24,296DistributableBeforeAdjAmt
Distributable Before Ded$24,296DistributableBeforeDedAmt
Distributable As Adjusted$24,296DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$21,750ExpensesAndContributionsAmt
Qualifying Distributions$21,750QualifyingDistributionsAmt
Adjusted Qualifying Distri$21,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,296DistributableAsAdjustedAmt
Undistributed Income PY$924UndistributedIncomePYAmt
Qualifying Distributions$21,750QualifyingDistributionsAmt
Applied To Year1$924AppliedToYear1Amt
Applied To Current Year$20,826AppliedToCurrentYearAmt
Undistributed Income CY$3,470UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GREATER MANHATTAN COMMUNITY FOUND
555 POYNTZ 269MANHATTANKS66502CHARITABLE$1,000
BOY SCOUTS OF AMERICA GRAND CANYON
2969 NORTH GREENFIELD ROAPHOENIXAZ850167715CHARITABLE$1,500
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$3,000
1ST UNITED METHODIST OF MANHATTAN
612 POYNTZ AVEMANHATTANKS665026041CHARITABLE$1,500
NEW MEXICO GOVERNOR'S MANSION FOUND
PO BOX 2121SANTA FENM875042121CHARITABLE$1,000
SAGEWOOD RESIDENTS' FOUNDATION
4555 EAST MAYO BOULEVARDPHOENIXAZ85050CHARITABLE$2,500
K-STATE FOUNDATION
1800 KIMBALL AVE STE 200MANHATTANKS665023373CHARITABLE$2,500
TOPEKA SYMPHONY
PO BOX 2206TOPEKAKS666012206CHARITABLE$1,000
TRINITY HEIGHTS UNITED METHODIST
3600 NORTH FOURTH STREETFLAGSTAFFAZ86004CHARITABLE$1,000
UNITED WAY OF NORTHERN ARIZONA
1515 E CEDAR AVENUE SUIFLAGSTAFFAZ86004CHARITABLE$500
CANCER FOUNDATION OF NEW MEXICO
PO BOX 5038SANTA FENM87502CHARITABLE$1,750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,036ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$120ExclusionAmt
Related Or Exempt Function Incm$27,479RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$12,156ExclusionAmt
Related Or Exempt Function Incm$27,479RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,635TotalIncomeProducingActyAmt

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$1,247Amt
Net Investment Income$624NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSMITH BARNEY SECURITIESStockNm
EOY Book Value$471,567EOYBookValueAmt
EOYFMV$523,341EOYFMVAmt

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)
DescFEDERAL EXCISE TAXDesc
Amt$276Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
SECRETARY OF STATE$40
SERVICE CHARGES$2
THE TOPEKA METRO NEWS$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTING & ADVISORY SERVICESCategoryTxt
Amt$3,673Amt
Net Investment Income$3,673NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$130Amt
Net Investment Income$130NetInvestmentIncomeAmt

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