ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR (EIN 22-6930631)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-04
- IRS object ID
- 201831249349101028
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-04T17:13:37-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL ST STE 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226930631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROUNDHOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROUN | BusinessNameControlTxt |
| Phone | 5419040700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1784 | AddressLine1Txt |
| City | SISTERS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97759 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN DEGGENDORFER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5419040700 | PhoneNum |
| Signature | 2018-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARIN S WANDTKE | PreparerPersonNm |
| PTIN | P00172715 | PTIN |
| Phone | 5032270581 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,156,160 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $557,042 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $278,710 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $278,710 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,541,711 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,072,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,541,711 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,920 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,920 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,385,383 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,828,341 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $62,078 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $62,078 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $41,361 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $41,361 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,155 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $70,316 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,606 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,710 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,468 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,027 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,987 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,629 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,677 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,677 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,536 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59,836 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $288,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $222,804 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $428,552 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $428,552 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $717,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $651,356 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,668,086 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,768,708 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $200 | CashEOYAmt |
| Cash EOYFMV | $200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,039,563 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,107,596 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,107,596 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,982,245 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,529,169 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,591,685 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,996,764 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,016,518 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,571,038 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,887,242 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,629 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $2,881,613 | LandEOYAmt |
| Land EOYFMV | $2,885,641 | LandEOYFMVAmt |
| Total Assets BOY | $17,018,572 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,535,096 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,156,160 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,018,572 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,535,096 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,018,572 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,535,096 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,018,572 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,535,096 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,018,572 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,668,086 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,686,658 | SubtotalAmt |
| Other Decreases | $2,151,562 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,535,096 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .309 SH LOGMEIN INC | 2016-02-01 | 2017-01-31 | $31 | $26 | $5 | $5 | |
| 20 SH TRAVELERS COMPANIES | 2016-02-01 | 2017-01-09 | $2,358 | $2,133 | $225 | $225 | |
| 6 SH ANTHEM INC | 2016-02-01 | 2017-08-10 | $1,143 | $780 | $363 | $363 | |
| 11.364 SH BRIGHTHOUSE FINL | 2016-02-01 | 2017-08-18 | $645 | $571 | $74 | $74 | |
| 160 SH CONDUENT INC | 2016-02-01 | 2017-03-07 | $2,485 | $2,155 | $330 | $330 | |
| 11785.989 SH DOMINI IMPACT INTL EQ | 2016-02-01 | 2017-08-08 | $104,070 | $81,795 | $22,275 | $22,275 | |
| 59 SH FORTIVE CORP | 2016-02-01 | 2017-05-15 | $3,684 | $2,405 | $1,279 | $1,279 | |
| 502 SH GENERAL ELECTRIC | 2016-02-01 | 2017-09-07 | $12,519 | $14,382 | -$1,863 | -$1,863 | |
| 18 SH ILL TOOL WORKS | 2016-02-01 | 2017-08-10 | $2,487 | $1,618 | $869 | $869 | |
| 33 SH IBM | 2016-02-01 | 2017-05-15 | $4,994 | $4,118 | $876 | $876 | |
| 7 SH LIBERTY MEDIA CORP S-A BRAVES | 2016-02-01 | 2017-07-19 | $167 | $180 | -$13 | -$13 | |
| 13 SH LIBERTY MEDIA CORP S-C BRAVES | 2016-02-01 | 2017-07-19 | $309 | $270 | $39 | $39 | |
| 290 SH NUANCE COMMUNICATIONS | 2016-02-01 | 2017-11-07 | $4,383 | $5,135 | -$752 | -$752 | |
| 131 SH TARGET CORP | 2016-02-01 | 2017-05-15 | $7,310 | $9,530 | -$2,220 | -$2,220 | |
| 157 SH TEVA | 2016-02-01 | 2017-08-30 | $2,433 | $9,766 | -$7,333 | -$7,333 | |
| 113 SH TJX COS INC NEW | 2016-02-01 | 2017-08-02 | $7,939 | $8,149 | -$210 | -$210 | |
| 1032.979 SH TOUCHSTONE SUSTAIN IMPACT | 2016-02-01 | 2017-08-08 | $25,215 | $19,854 | $5,361 | $5,361 | |
| 131 SH TWENTY-FIRST CENTURY FOX | 2016-02-01 | 2017-02-13 | $4,346 | $3,533 | $813 | $813 | |
| 16 SH UNITED HEALTH | 2016-02-01 | 2017-12-07 | $3,520 | $1,846 | $1,674 | $1,674 | |
| .75 SH XEROX | 2016-02-01 | 2017-06-14 | $21 | $20 | $1 | $1 | |
| 3.333 SH BOEING | 2017-06-02 | 2017-08-01 | $803 | $621 | $182 | $182 | |
| 117.061 SH BOEING | 2016-02-18 | 2017-08-01 | $28,210 | $13,583 | $14,627 | $14,627 | |
| 100.578 SH BOEING | 2017-12-05 | 2017-08-01 | $24,237 | $6,392 | $17,845 | $17,845 | |
| 2400 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-03-27 | $139,438 | $17,544 | $121,894 | $121,894 | |
| 1000 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-03-27 | $58,099 | $7,310 | $50,789 | $50,789 | |
| 10000 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-04-11 | $587,412 | $73,100 | $514,312 | $514,312 | |
| 5690 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-06-28 | $325,001 | $41,594 | $283,407 | $283,407 | |
| 4310 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-06-28 | $246,149 | $31,506 | $214,643 | $214,643 | |
| 1334 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-07-19 | $76,216 | $9,751 | $66,465 | $66,465 | |
| 1000 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-07-25 | $57,687 | $7,310 | $50,377 | $50,377 | |
| 5000 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-07-28 | $305,674 | $36,550 | $269,124 | $269,124 | |
| 2000 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-09-01 | $115,534 | $14,620 | $100,914 | $100,914 | |
| 2000 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-09-05 | $116,133 | $14,620 | $101,513 | $101,513 | |
| 2000 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-09-06 | $117,719 | $14,620 | $103,099 | $103,099 | |
| 2000 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-09-08 | $116,254 | $14,620 | $101,634 | $101,634 | |
| 2000 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-09-13 | $118,297 | $14,620 | $103,677 | $103,677 | |
| 2000 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-09-20 | $116,907 | $14,620 | $102,287 | $102,287 | |
| 2000 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-09-26 | $118,234 | $14,620 | $103,614 | $103,614 | |
| 2000 SH COLUMBIA SPORTSWEAR | 1998-03-27 | 2017-09-29 | $122,191 | $14,620 | $107,571 | $107,571 | |
| CAPITAL GAINS DIVIDENDS | $91,944 | $91,944 | $91,944 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,541,711 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $928,882 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,852,100 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052032 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $465,508 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,491,536 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049045 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $391,615 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,595,533 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051559 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $314,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,385,480 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049323 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $264,341 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,264,958 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050208 | DistributionYr5Rt |
| Total Distribution | 0.252167 | TotalDistributionRt |
| Average Distribution | 0.050433 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,261,781 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $920,996 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $27,687 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $948,683 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,538,598 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $27,687 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,687 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,207 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,207 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $46 | EsPenaltyAmt |
| Tax Due | $22,526 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | ROUNDHOUSEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KATHY DEGGENDORFER | IndividualWithBooksNm |
| Phone | 5419040700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1784 | AddressLine1Txt |
| City | SISTERS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN DEGGENDORFER | ||||||||
| PO BOX 1784 | SISTERS | OR | 97759 | TRUSTEE | 35.00 | $0 | $0 | $0 |
| FRANK DEGGENDORFER | ||||||||
| PO BOX 1784 | SISTERS | OR | 97759 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ERIN BORLA | ||||||||
| PO BOX 1784 | SISTERS | OR | 97759 | TRUSTEE | 35.00 | $20,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,571,865 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $968,014 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,539,879 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,539,879 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $278,098 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,261,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $913,089 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $913,089 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,687 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,687 | TotalTaxAmt |
| Distributable Before Adj | $885,402 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $885,402 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $885,402 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $651,356 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,887,242 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,538,598 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $27,687 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,510,911 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $885,402 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,200 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,761 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,147 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,685 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,381 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $99,174 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,538,598 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $885,402 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,653,196 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,752,370 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,200 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,743,170 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,761 | ExcessFromYear4Amt |
| Excess From Year3 | $27,147 | ExcessFromYear3Amt |
| Excess From Year2 | $3,685 | ExcessFromYear2Amt |
| Excess From Year1 | $51,381 | ExcessFromYear1Amt |
| Excess From Current Year | $2,653,196 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUBMIT ONLINE AT ROUNDHOUSEFOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1784 | AddressLine1Txt |
| City | SISTERS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5419040700 | RecipientPhoneNum |
| Recipient Email Address | INQUIRIES@ROUNDHOUSEFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ONLINE WITH BUDGET AND REQUIRED ITEMS OUTLINED IN SUBMISSION INSTRUCTIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE FOR UNCOMING DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WBSITE FOR ELIGIBLILTY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AAUW OF OREGON | ||||||
| PO BOX 66 | ENTERPRISE | OR | 97828 | PC | TECHTREK SCIENCE CAMP FOR CENTRAL OREGON YOUTH | $3,000 |
| AFTER SCHOOL BUDDIES | ||||||
| 62595 HAMBY RD | BEND | OR | 97701 | PC | AFTER SCHOOL AND SUMMER PROGRAMMING | $4,000 |
| ART COUNCIL OF PENDLETON | ||||||
| 214 NORTH MAIN | PENDLETON | OR | 97801 | PC | FREE ROCK MUSIC CAMP FOR YOUTH | $1,000 |
| ATELIER 6000 | ||||||
| 389 SW SCALEHOUSE CT SUITE 120 | BEND | OR | 97702 | PC | VISITING ARTIST PROGRAM | $10,000 |
| BASE CAMP STUDIO | ||||||
| 2531 NE STUDIO RD | BEND | OR | 97701 | PC | YOUTH MURAL PROJECT | $250 |
| BEAT CHILDREN'S THEATRE | ||||||
| 1080 SE 9TH ST 120 | BEND | OR | 97702 | PC | YOUTH PROGRAMS | $1,500 |
| BEND FILM | ||||||
| 1000 NW WALL STREET 240 | BEND | OR | 97701 | PC | FEMALE FILMMAKER PROGRAM | $8,500 |
| BEND SCIENCE STATION | ||||||
| 1027 NW TRENTON AVE | BEND | OR | 97701 | PC | SPARK PROGRAM IN SSD; LAB EQUIPMENT AND ART | $10,000 |
| BETHLEHEM INN | ||||||
| 3705 N HWY 97 | BEND | OR | 97701 | PC | FAMILY RESIDENTIAL AND SERVICE HUB | $5,000 |
| BICYCLE RE-SOURCE OF BEND | ||||||
| 2669 NE TWIN HILLS DR | BEND | OR | 97701 | PC | BICYCLES FOR LOW-INCOME CHILDREN | $1,000 |
| BROOKLYN ELEMENTARY BAKER CITY | ||||||
| 1350 WASHINGTON AVE | BAKER CITY | OR | 97814 | PC | UKULELE PROJECT | $500 |
| CALDERA | ||||||
| 224 NW 13TH AVE 304 | PORTLAND | OR | 97209 | PC | IN SCHOOL ARTS PROGRAM | $10,000 |
| CAMP SHERMAN HISTORICAL SOCIETY | ||||||
| PO BOX 146 | SISTERS | OR | 97759 | PC | CABIN HISTORY PROGRAM | $1,000 |
| CAMP TAMARACK | ||||||
| 19696 SUNSHINE WAY | BEND | OR | 97702 | PC | OUTDOOR SCHOOL, SEWING PROJECT | $13,500 |
| CASCADE HORIZON BAND | ||||||
| PO BOX 2271 | BEND | OR | 97709 | PC | SUPPORT OF CONCERTS | $500 |
| CENTER FOUNDATION | ||||||
| 2200 NE NEFF ROAD 200 | BEND | OR | 97701 | PC | YOUTH INJURY PREVENTION | $5,000 |
| CONFLUENCE PROJECT | ||||||
| PO BOX 42243 | PORTLAND | OR | 97242 | PC | SUPPORT OF MAUPIN AND WARM SPRINGS CLASSROOM PROGRAMS AND CELILO PARK PROJECT | $15,000 |
| CROOK COUNTY SCHOOL DISTRICT | ||||||
| 471 OCHOCO PLAZA DR | PRINEVILLE | OR | 97754 | PC | MIDDLE SCHOOL | $1,500 |
| DESCHUTES PUBLIC LIBRARY FOUNDATION | ||||||
| PO BOX 963 | BEND | OR | 97709 | PC | NOVEL IDEA, YOUTH PROGRAMMING | $2,500 |
| EASTERN OREGON REGIONAL ARTS COUNCIL | ||||||
| PO BOX 541 | LA GRANDE | OR | 97850 | PC | ARTS OPPORTUNITIES IN RURAL COMMUNITIES | $1,000 |
| FAMILY ACCESS NETWORK FOUNDATION | ||||||
| 525 W CASCADE | SISTERS | OR | 97759 | PC | FAN SERVICES AT TERREBONNE COMMUNITY SCHOOL 2017-18 | $2,500 |
| FURRY FRIENDS FOUNDATION INC | ||||||
| PO BOX 698 | SISTERS | OR | 97759 | PC | GENERAL OPERATING SUPPORT FOR AFFORDABLE AND PREVENTATIVE VETERINARY CARE IN CENTRAL OREGON | $1,000 |
| GIRL SCOUTS OF OREGON AND SW WASHINGTON | ||||||
| 9620 SW BARBUR BLVD | PORTLAND | OR | 97219 | PC | GENERAL OPERATING SUPPORT FOR PROGRAMS FOR GIRLS AND SUPPORTING SERVICES | $5,000 |
| HARNEY COUNTY SCHOOL DISTRICT | ||||||
| 550 N COURT AVE | BURNS | OR | 97220 | PC | HIGH SCHOOL AND ELEMENTARY & MIDDLE SCHOOL FOOD AND BASIC NEEDS SUPPORT FOR YOUTH | $4,000 |
| HEALING REINS | ||||||
| 60575 BILLADEAU RD | BEND | OR | 97702 | PC | THERAPEUTIC RIDING | $2,500 |
| HEART OF OREGON CORPS | ||||||
| 1291 NE 5TH ST BLDG AB | BEND | OR | 97701 | PC | WORKFORCE TRAINING | $750 |
| HEARTWARMERS | ||||||
| 178 SW ELM ST 105 | SISTERS | OR | 97759 | PC | GENERAL OPERATING SUPPORT FOR FAMILIES IN TRANSITION | $500 |
| HIGH DESERT FARM AND FOOD ALLIANCE | ||||||
| PO BOX 1782 | BEND | OR | 97709 | PC | SUPPORT FOR FOOD AND FARM NETWORK | $1,080 |
| HOSPICE OF REDMOND | ||||||
| 732 SW 23RD | REDMOND | OR | 97756 | PC | CAMP SUNRISE | $2,000 |
| JOSEPHY CENTER FOR THE ARTS | ||||||
| PO BOX 949 | JOSEPH | OR | 97846 | PC | SUPPORT AND INSPIRE ARTS IN WALLOWA COUNTY | $500 |
| KEMPLE CHILDREN'S DENTAL CLINIC | ||||||
| 1029 NW 14TH ST 101 | BEND | OR | 97701 | PC | PROVIDE ACCESS TO BASIC DENTAL CARE IN CENTRAL OREGON | $10,000 |
| KIWANIS | ||||||
| PO BOX 1296 | SISTERS | OR | 97759 | PC | FOOD BANK | $5,540 |
| KPOV | ||||||
| 501 NW BOND ST | BEND | OR | 97703 | PC | ARTS AND CULTURAL PROGRAMMING | $2,000 |
| LITERARY ARTS | ||||||
| 925 SW WASHINGTON ST | PORTLAND | OR | 97205 | PC | ENGAGE READERS, SUPPORT WRITERS | $1,000 |
| MADRAS HIGH SCHOOL | ||||||
| 390 SE 10TH ST | MADRAS | OR | 97741 | PC | HIGH SCHOOL BAND FIELD TRIP SUPPORT | $3,000 |
| MOSAIC MEDICAL | ||||||
| 600 SW COLUMBIA SUITE 6000 | BEND | OR | 97702 | PC | MOBILE CLINIC AND DENTAL EQUIPMENT | $7,500 |
| NEIGHBORS FOR KIDS | ||||||
| 634 SE HYW 101 | DEPOE BAY | OR | 97341 | PC | YOUTH DEVELOPMENT AND RECREATION | $500 |
| OREGON ADAPTIVE SPORTS | ||||||
| 60325 OB RILEY RD 12 | BEND | OR | 97701 | PC | SISTERS - REDMOND PROJECT EXPANSION | $2,000 |
| OREGON COAST AQUARIUM | ||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97365 | PC | SCHOOL OUTREACH PROGRAM | $2,500 |
| OREGON EAST SYMPHONY | ||||||
| 345 SW 4TH ST | PENDLETON | OR | 97801 | PC | GIFT FOR GENERAL OPERATING | $500 |
| OREGON HUMANITIES | ||||||
| 921 SW WASHINGTON ST 150 | PORTLAND | OR | 97205 | PC | CONVERSATION PROJECT 2017-18 | $2,500 |
| OREGON PUBLIC BROADCASTING | ||||||
| 7140 SW MACADAM AVE | PORTLAND | OR | 97228 | PC | ARTS PROGRAMMING | $10,000 |
| OSU FOUNDATION | ||||||
| 2600 NW COLLEGE WAY | BEND | OR | 97701 | PC | ASCENDING NEW HEIGHTS; FACULTY SCHOLAR OF SCIENCE EDUCATION | $75,000 |
| PENLAND SCHOOL OF CRAFTS | ||||||
| PO BOX 37 | PENLAND | NC | 28765 | PC | SCHOLARSHIP FUND FOR CENTRAL OREGON ARTISTS TO ATTEND WORKSHOPS | $20,000 |
| PRINEVILLE KIWANIS FOUNDATION | ||||||
| PO BOX 282 | PRINEVILLE | OR | 97754 | PC | K-3 SUMMER SCHOOL | $1,000 |
| REDMOND PARK AND RECREATION DISTRICT | ||||||
| 465 SW RIMROCK WAY | REDMOND | OR | 97756 | PC | TETHEROW HOMESTEAD RESTORATION | $15,000 |
| SAGEBRUSHERS ART SOCIETY | ||||||
| 117 SW ROOSEVELT AVE | BEND | OR | 97702 | PC | ARTS SOCIETY FACILITY UPGRADE | $1,500 |
| SCALEHOUSE | ||||||
| 1535 NW AWBREY RD | BEND | OR | 97701 | PC | HIGH FIBER ARTS SYMPOSIUM | $5,000 |
| SISTERS ARTS ASSOCIATION | ||||||
| PO BOX 908 | SISTERS | OR | 97759 | PC | FOURTH FRIDAY ART STROLL PROMOTION | $500 |
| SISTERS FOLK FESTIVAL | ||||||
| PO BOX 3500 | SISTERS | OR | 97759 | PC | SUPPORT FOR FESTIVAL | $11,000 |
| SISTERS GRADUATE RESOURCE ORGANIZATION | ||||||
| PO BOX 1546 | SISTERS | OR | 97759 | PC | ASPIRE PROGRAM; ENRICHMENT PROGRAMS | $20,500 |
| SISTERS OUTDOOR QUILT SHOW | ||||||
| PO BOX 280 | SISTERS | OR | 97759 | PC | SPONSOR ANNUAL SHOW; HIGH FIBER ARTS SYMPOSIUM | $10,500 |
| SISTERS PARK AND REC DISTRICT | ||||||
| PO BOX 2215 | SISTERS | OR | 97759 | PC | PRESCHOOL SUPPLIES; ART & ADVENTURE CAMPS, SCHOLARSHIP FUND; MAINTENANCE | $8,000 |
| SISTERS SCHOOL DISTRICT | ||||||
| PO BOX 1286 | SISTERS | OR | 97759 | PC | HIGH SCHOOL VISUAL ARTS; JAZZ; PROFESSIONAL DEVELOPMENT; COUNSELING; OTHER PROGRAMS | $35,932 |
| SISTERS SCHOOLS FOUNDATION | ||||||
| PO BOX 2155 | SISTERS | OR | 97759 | PC | SEED TO TABLE AND VISITING AUTHOR PROGRAM | $9,500 |
| SISTERS SCHOOLS FOUNDATION | ||||||
| PO BOX 2155 | SISTERS | OR | 97759 | PC | SISTERS SCIENCE CLUB | $1,000 |
| SUMMIT HIGH SCHOOL | ||||||
| 2855 NW CLEARWATER DR | BEND | OR | 97703 | PC | ROBOTICS CLUB | $500 |
| SUNRIVER NATURE CENTER | ||||||
| 57245 RIVER RD | SUNRIVER | OR | 97707 | PC | K-12 EDUCATION OUTREACH | $2,500 |
| TOWER THEATRE | ||||||
| PO BOX 1378 | BEND | OR | 97709 | PC | LESSON PLAN FOR SISTERS STUDENTS | $2,500 |
| UNIVERSITY OF OREGON FOUNDATION | ||||||
| 1720 E 13TH AVE 410 | EUGENE | OR | 97403 | PC | PINE MOUNTAIN OBSERVATORY PROGRAM | $27,500 |
| UPPER DESCHUTES WATERSHED COUNCIL | ||||||
| PO BOX 1812 | BEND | OR | 97709 | PC | UPSTREAM PROJECT | $4,000 |
| VOLUNTEERS IN MEDICINE | ||||||
| 2300 NEFF ROAD | BEND | OR | 97701 | PC | HEALTHCARE FOR SISTERS PATIENTS | $10,000 |
| WATERSTON DESERT WRITING | ||||||
| PO BOX 640 | BEND | OR | 97709 | PC | A DESERT CONVERSATION | $500 |
| YOUTH MUSIC PROJECT | ||||||
| 2015 8TH AVENUE | WEST LINN | OR | 97068 | PC | SCHOLARSHIP FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $428,552 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $278,710 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,920 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,541,711 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,828,341 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,828,341 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GERTRUDE BOYLE | |||||||
| 1 | 14375 SCIENCE PARK DRIVE | PORTLAND | OR | 97229 | $500,000 | Yes (X) | |
| FRANK DEGGENDORFER | |||||||
| 2 | PO BOX 1784 | SISTERS | OR | 97759 | $53,251 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | STOCK IN BOEING COMPANY | NoncashPropertyDesc |
| Fair Market Value | $53,251 | FairMarketValueAmt |
| Received | 2017-08-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION FEE | $3,500 | $0 | $2,975 |
| ACCOUNTING - CONSULTING | $4,180 | $0 | $4,180 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| TRACTOR | 2017-08-02 | $6,000 | 200DB | 5.000000000000 | $900 | $0 |
| WOODWORKING, CERAMICS AND PAINTING EQUIPMENT | 2017-08-02 | $4,000 | 200DB | 5.000000000000 | $600 | $0 |
| LAND - PINE MEADOW | 2017-11-01 | $1,612,476 | L | $0 | $0 | |
| BUILDINGS - PINE MEADOW | 2017-11-01 | $1,256,703 | SL | 39.000000000000 | $4,028 | $0 |
| HEAT PUMP - HEADQUARTERS | 2017-12-05 | $8,063 | 150DB | 15.000000000000 | $101 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (87 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 44 SHARES AIR PROD & CHEM INC | $5,282 | $7,220 |
| 173 SHARES ALLERGAN PLC | $40,985 | $28,299 |
| 944 SHARES AMC NETWORKS CL A | $6,356 | $5,084 |
| 168 SHARES AMERICAN EXPRESS | $9,154 | $16,684 |
| 80 SHARES AMERICAN TOWER RIET COM | $7,468 | $11,414 |
| 85 SHARES AMERISOURCEBERGEN CORP | $7,560 | $7,805 |
| 68 SHARES AMGEN INC | $10,339 | $11,825 |
| 641 SHARES ANADARKO PETE | $24,521 | $34,383 |
| 73 SHARES ANTHEM INC COM | $9,490 | $16,425 |
| 312 SHARES AUTODESK INC DELAWARE | $14,855 | $32,707 |
| 589 SHARES BANK OF AMERICA | $13,358 | $17,387 |
| 288 SHARES BANK OF NEW YORK MELLON | $10,805 | $15,512 |
| 102 SHARES BIOGEN INC COM | $25,749 | $32,494 |
| 53 SHARES BIOVERATIV INC | $2,275 | $2,858 |
| 117 SHARES BROADCOM LTD SHS | $14,174 | $30,057 |
| 85 SHARES CAPITAL ONE FINANCIAL | $5,486 | $8,464 |
| 48 SHARES CHARTER COMMUNICATIONS INC | $11,542 | $16,126 |
| 203 SHARES CITIGROUP INC NEW | $8,740 | $15,105 |
| 124 SHARES CITRIX SYSTEMS INC | $6,980 | $10,912 |
| 257 SHARES COCA COLA CO | $11,068 | $11,791 |
| 1220 SHARES COMCAST CORP CLASS A | $34,049 | $48,861 |
| 207 SHARES CREE RESEARCH INC | $5,624 | $7,688 |
| 199 SHARES CROWN HLDGS INC | $8,975 | $11,194 |
| 202 SHARES CVS HEALTH CORP COM | $19,640 | $14,645 |
| 119 DANAHER CORPORATION | $7,797 | $11,046 |
| 456 SHARES DISCOVERY COMMUNICATIONS SER A | $12,352 | $10,205 |
| 350 SHARES DISH NETWORK CORP CLASS A | $17,541 | $16,712 |
| 268 SHARES DOLBY CLA A COM STK | $9,540 | $16,616 |
| 160 SHARES EATON CORP PLC SHS | $9,780 | $12,642 |
| 136 SHARES EMERSON ELECTRIC CO | $6,166 | $9,478 |
| 440 SHARES FLUOR CORP NEW | $19,679 | $22,726 |
| 66 SHARES HOME DEPOT | $8,350 | $12,509 |
| 122 SHARES HONEYWELL INTERNATIONAL INC | $12,419 | $18,710 |
| 101 SHARES ILL TOOL WORKS, INC | $9,080 | $16,852 |
| 866 SHARES IMMUNOGEN | $6,263 | $5,551 |
| 373 SHARES IONIS PHARMACEUTICALS INC | $12,235 | $18,762 |
| 113 SHARES JOHNSON & JOHNSON | $11,787 | $15,788 |
| 481 SHARES JOHNSON CTLS | $17,339 | $18,331 |
| 348 SHARES JP MORGAN CHASE | $20,431 | $37,215 |
| 131 SHARES KELLOGG CO | $9,692 | $8,905 |
| 64 SHARES KIMBERLY CLARK CORP | $8,249 | $7,722 |
| 17 SHARES LIBERTY BROADBAND CORP S-A | $931 | $1,446 |
| 29 SHARES LIBERTY BROADBAND CORP S-C | $1,391 | $2,470 |
| 28 SHARES LIBERTY INTERACTIVE CORP | $1,138 | $1,519 |
| 517 SHARES LIBERTY INTERACTIVE CORP QVC A | $12,632 | $12,625 |
| 89 SHARES LIBERTY MEDIA C SER A SIRIUSXM | $2,575 | $3,530 |
| 156 SHARES LIBERTY MEDIA C SER C SIRIUSXM | $4,445 | $6,187 |
| 36 SHARES LIBERTY MEDIA CORP SER A | $729 | $1,178 |
| 34 SHARES LIBERTY MEDIA CORP SER C | $710 | $1,161 |
| 224 SHARES LIONS GATE ENTMNT CORP CL B | $5,630 | $7,110 |
| 27 SHARES LOGMEIN INC COM | $2,435 | $3,092 |
| 169 SHARES MARSH & MCLENNAN COS INC | $8,995 | $13,755 |
| 105 SHARES MARTIN MARIETTA MATERIALS | $13,112 | $23,209 |
| 63 SHARES MCCORMICK AND CO NONVOTING | $6,167 | $6,420 |
| 99 SHARES MEDTRONIC PLC SHS | $7,599 | $7,994 |
| 252 SHARES MERCK & CO INC NEW COM | $12,788 | $14,180 |
| 125 SHARES METLIFE INCORPORATED | $4,940 | $6,320 |
| 227 SHARES MICROSOFT CORP | $12,409 | $19,418 |
| 159 SHARES MOTOROLA SOLUTIONS | $10,897 | $14,364 |
| 454 SHARES NATIONAL OILWELL VARCO | $14,393 | $16,353 |
| 115 SHARES NOVARTIS AG ADR | $8,872 | $9,655 |
| 463 SHARES NOW INC | $5,895 | $5,107 |
| 732 SHARES NUANCE COMMUNICATIONS INC | $12,962 | $11,968 |
| 503 SHARES NUCOR CORPORATION | $19,530 | $31,981 |
| 125 SHARES OCCIENTAL PETROLEUM CORP DE | $8,513 | $9,208 |
| 198 SHARES ORACLE CORP | $9,928 | $9,361 |
| 163 SHARES PENTAIR PLC | $7,581 | $11,511 |
| 125 SHARES PEPSICO INC NC | $12,389 | $14,990 |
| 69 SHARES PPG INDUSTRIES INC | $7,631 | $8,061 |
| 182 SHARES PROGRESSIVE CORP OHIO | $5,527 | $10,250 |
| 206 SHARES SCHLUMBERGER LTD | $14,865 | $13,882 |
| 932 SHARES SEAGATE TECHNOLOGY PLC | $25,994 | $38,995 |
| 163 SHARES STATE STREET CORP | $8,940 | $15,910 |
| 101 SHARES SEMPRA ENERGY | $9,662 | $10,799 |
| 260 SHARES SYNCRONY FINANCIAL | $7,218 | $10,039 |
| 486 SHARES TE CONNECTIVITY LTD NEW | $27,822 | $46,189 |
| 210 SHARES TIME WARNER INC NEW | $15,180 | $19,209 |
| 70 SHARES TRAVELERS COMPANIES INC | $7,467 | $9,495 |
| 331 SHARES TWENTY-FIRST CENTRY FOX CL | $8,926 | $11,294 |
| 1300 SHARES TWITTER INC | $21,987 | $31,213 |
| 284 SHARES UNITEDHEALTH GP INC | $32,770 | $62,611 |
| 380 SHARES US BANCORP COM NEW | $15,109 | $20,360 |
| 166 SHARES VERTEX PHARMACEUTICALS | $14,475 | $24,877 |
| 4835 SHARES WEATHERFORD INTERNATIONAL | $28,291 | $20,162 |
| 241 SHARES WESTERN DIGITAL CORPORATION | $11,462 | $19,167 |
| 200 SHARES XEROX CORP | $5,411 | $5,830 |
| 166914 SHARES COLUMBIA SPORTSWEAR | $6,537,671 | $9,272,520 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 138511.214 SHARES CRA QUALIFIED INVESMENT INST | AT COST | $1,482,484 | $1,458,523 |
| 77839.122 DOMINI IMPACT INTL EQ INV | AT COST | $540,205 | $695,103 |
| 13545.895 SHARES JP MORGAN EMERGING MKTS SEL | AT COST | $282,161 | $403,532 |
| 8750.807 SHARES NEUBERGER BERMNAN SOC | AT COST | $296,520 | $333,056 |
| 57442.96 SHARES PAX MSCI IONTL ESG IND INSTL | AT COST | $426,227 | $527,901 |
| 20249.367 SHARES PAX WORLD SMALL CAP INSTNL | AT COST | $267,418 | $334,722 |
| 212181.797 SHARES TIAA CREF SOCIAL CHOICE BD ADV | AT COST | $2,201,023 | $2,191,838 |
| 27080.130 SHARES TOUCHSTONE SUSTAIN IMPACT | AT COST | $520,480 | $626,363 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| TRACTOR | $6,000 | $900 | $5,100 | $5,100 |
| WOODWORKING, CERAMICS AND PAINTING EQUIPMENT | $4,000 | $600 | $3,400 | $3,400 |
| LAND - PINE MEADOW | $1,612,476 | $0 | $1,612,476 | $1,612,476 |
| BUILDINGS - PINE MEADOW | $1,256,703 | $4,028 | $1,252,675 | $1,256,703 |
| HEAT PUMP - HEADQUARTERS | $8,063 | $101 | $7,962 | $7,962 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $41,361 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,361 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO STOCK LISTED ON BOOKS AT CONTRIBUTED VALUE RATHER THAN COST | Desc |
| Amt | $2,151,562 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $1,436 | $0 | $1,436 |
| POSTAGE | $200 | $0 | $200 |
| SUPPLIES | $3,663 | $0 | $3,663 |
| MISCELLANEOUS | $7,393 | $0 | $7,393 |
| MARKETING | $2,316 | $0 | $2,616 |
| ARTIST IN RESIDENCY PROGRA, | $22,258 | $0 | $22,258 |
| INSURANCE | $9,321 | $0 | $9,321 |
| DIRECT PROGRAM EXPENSES | $8,263 | $0 | $8,263 |
| PINE MEADOW OPERATING COSTS | $4,686 | $0 | $4,686 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME/REFUNDS | Desc |
| Revenue And Expenses Per Books | $7,920 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,920 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,920 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $56,606 | $56,606 | $0 |
| OTHER PROGRAM CONSULTING | $13,710 | $0 | $13,710 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| GERTRUDE BOYLE | |||
| 14375 SCIENCE PARK DR | PORTLAND | OR | 97229 |
| KATHY DEGGENDORFER | |||
| PO BOX 1784 | SISTERS | OR | 97759 |
| FRANK DEGGENDORFER | |||
| PO BOX 1784 | SISTERS | OR | 97759 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $3,027 | $3,027 | $0 |
| OREGON FILING FEE | $2,022 | $0 | $2,022 |
| FEDERAL TAX | $454 | $0 | $0 |
| PAYROLL TAXES | $6,262 | $0 | $6,262 |
| PROPERTY TAXES | $8,703 | $0 | $8,703 |
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