WETTER FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WETTER FOUNDATION (EIN 20-1157724)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-06-20
IRS object ID
201711719349100611
Schema version
2016v3.0
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)
Return2017-06-20T13:54:26-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-06-20SignatureDt
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)
IP2017-06-20IPDt
IP Tm11:54:12IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFE1972D424275754B6CFF828A32B475E62691C94AtSubmissionCreationDeviceId
At Submission Filing Device IdFE1972D424275754B6CFF828A32B475E62691C94AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,156,686FMVAssetsEOYAmt
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$3,624InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,624InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$43,634DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,142DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$50,168NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$200,132GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$50,168CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,184OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,184OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$99,610TotalRevAndExpnssAmt
Total Net Invst Incm$97,118TotalNetInvstIncmAmt
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$442LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$442LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,357AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,357AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$19,561OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,561OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$19InterestRevAndExpnssAmt
Interest Net Invst Incm$19InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,875TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$275TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,254TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,580TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,074TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$84,254TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,580TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$63,074TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,356ExcessRevenueOverExpensesAmt
Net Investment Income$77,538NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$17,599CashEOYAmt
Cash EOYFMV$17,599CashEOYFMVAmt
Other Investments BOY$1,009,811OtherInvestmentsBOYAmt
Other Investments EOY$999,307OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,139,087OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,009,811TotalAssetsBOYAmt
Total Assets EOY$1,016,906TotalAssetsEOYAmt
Total Assets EOYFMV$1,156,686TotalAssetsEOYFMVAmt
Accounts Payable BOY$268AccountsPayableBOYAmt
Other Liabilities BOY$7,993OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$8,261TotalLiabilitiesBOYAmt
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$1,001,550RetainedEarningBOYAmt
Retained Earning EOY$1,016,906RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,001,550TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,016,906TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,009,811TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,016,906TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,001,550TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,356ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,016,906SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,016,906TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES-FIXED INCOMEP$98,038$109,689-$11,651-$11,651
PUBLICLY TRADED SECURITIES-COMMON STOCKP$96,172$40,275$55,897$55,897
CAPITAL GAINS DIVIDENDSP$5,922$5,922$5,922
FieldValueIRS element (for citing)
Capital Gain Net Income$50,168CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$68,137AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,169,596NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058257DistributionYr1Rt
Adjusted Qlfy Distri Yr2$68,636AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,182,207NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058058DistributionYr2Rt
Adjusted Qlfy Distri Yr3$57,193AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,152,860NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049610DistributionYr3Rt
Adjusted Qlfy Distri Yr4$36,151AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,123,455NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.032178DistributionYr4Rt
Adjusted Qlfy Distri Yr5$60,939AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$904,782NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.067352DistributionYr5Rt
Total Distribution0.265455TotalDistributionRt
Average Distribution0.053091AverageDistributionRt
Net Vl Noncharitable Assets$1,151,962NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$61,159AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$775NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$61,934AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$63,074QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$775InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$775SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$775TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,239EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,239TotalPaymentsAndCreditsAmt
Overpayment$464OverpaymentAmt
Applied To ES Tax$464AppliedToESTaxAmt
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

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$1,143,066AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,439AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,169,505TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,169,505AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,543CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,151,962NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,598MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,598MinimumInvestmentReturnAmt
Tax Based On Investment Income$775TaxBasedOnInvestmentIncomeAmt
Total Tax$775TotalTaxAmt
Distributable Before Adj$56,823DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$56,823DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$56,823DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$63,074ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$63,074QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$775PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$62,299AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,823DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$16,146ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$341ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,494ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,419ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$38,400TotalExcessDistributionCyovAmt
Qualifying Distributions$63,074QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$56,823AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,251RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$44,651TotalCorpusAmt
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$16,146ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$28,505ExcessDistriCyovToNextYrAmt
Excess From Year3$341ExcessFromYear3Amt
Excess From Year2$10,494ExcessFromYear2Amt
Excess From Year1$11,419ExcessFromYear1Amt
Excess From Current Year$6,251ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CLEVELAND HIGH SCHOOL WRESTLING
501 N DIXON STPORTLANDOR97227N/AELIGIBLEGENERAL OPERATIONS$5,000
EVERY DREAM HAS A PRICE INC
2179 10TH AVENUEVERO BEACHFL32960N/AELIGIBLEGENERAL OPERATIONS$2,500
FOOTHILLS CARING CORP
7275 E EASY STREET STE B103B104CAREFREEAZ85377N/AELIGIBLEGENERAL OPERATIONS$5,000
FOUNDATION FOR THE BLIND
200 EAST WELLS STREETBALTIMOREMD21230N/AELIGIBLEGENERAL OPERATIONS$6,000
HABITAT FOR HUMANITY
270 PEACHTREE STREET NWATLANTAGA30303N/AELIGIBLEGENERAL OPERATIONS$2,500
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
MINDS MATTER BOSTON
PO BOX 51066BOSTONMA022051066N/AELIGIBLEGENERAL OPERATIONS$4,000
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
KLAMATH ANIMAL SHELTER
4240 WASHBURN WAYKLAMATH FALLSOR97603N/AELIGIBLEGENERAL OPERATIONS$5,000
FOLDS OF HONOR FOUNDATION
5800 NORTH PATRIOT DRIVEOWASSOOK74055N/AELIGIBLEGENERAL OPERATIONS$2,500
VERO BEACH SUNRISE ROTARY CLUB
PO BOX 6274VERO BEACHFL32961N/AELIGIBLEGENERAL 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$3,624ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43,634ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,184ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,168ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$99,610ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$99,610TotalIncomeProducingActyAmt

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$2,357Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,357DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
RIM-FIXEDAT COST$596,134$578,028
RIM-COMMON STOCKAT COST$293,195$437,824
RIM-LARGE CAP FUNDSAT COST$109,978$123,235

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$442LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$442DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescROCHDALE INVESTMENT MANAGEMENTDesc
Revenue And Expenses Per Books$2,184RevenueAndExpensesPerBooksAmt
Net Investment Income$2,184NetInvestmentIncomeAmt
Adjusted Net Income$2,184AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPENDING ACCOUNT TRANSFERSDesc
BOY Book Value$7,993BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT BROKER FEESCategoryTxt
Amt$19,561Amt
Net Investment Income$19,561NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OREGON DEPT OF JUSTICE FEES$225$0$225
FEDERAL INCOME TAX$1,600$0$0
FILING FEES$50$0$50

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