2017-05-15T07:19:19-07:00 2016-12-31 StahlbergTaylor & Associates PC 100 Cooperative Way Suite 100 Kalispell MT 599012386 990PF 2016-01-01 460512750 ORO Y PLATA FOUNDATION OROY 4062232595 PO BOX 1079 KALISPELL MT 59903 BRUCE ENNIS PRESIDENT/TREAS 2017-05-15 true KRISTI L TAYLOR CPA P00758491 4062578399 2016 2021-01-29 14:40:06Z X 9665497 X 3003000 29 29 29 66896 66896 66896 121504 621512 121504 3191429 188429 66925 55788 16736 39052 1555 467 1088 1998 599 1399 3751 629 3122 11576 8283 3293 297 297 9281 2784 6497 51 15 36 19382 5365 14017 103679 35175 68504 662000 662000 765679 35175 730504 2425750 153254 66925 320431 3429476 3429476 395 6968306 6175516 6236021 1545 1100 742 445 7289874 9605437 9665497 4791 2238 4791 2238 X 7285083 9603199 7285083 9603199 7289874 9605437 7285083 2425750 185148 9895981 292782 9603199 2431 SPDR S&P 500 ETF TRUST P 2007-08-17 2016-11-18 529709 500008 29701 29701 Capital Gain Dividends 91803 121504 false 688301 7225962 0.09525 1715942 7913667 0.21683 697295 8039325 0.08674 636806 7530399 0.08457 546743 7281564 0.07509 0.558474 0.111695 7121819 795472 1533 797005 730504 3065 3065 3065 5756 5756 X 92 2599 2599 false false false false false false false false true true MT true false true false false true N/A FELICIA ENNIS 4062232595 PO BOX 1079 KALISPELL MT 59903 false false false false false false false false false false false false false false false false false false false false false false false false false false BRUCE ENNIS PO BOX 1079 KALISPELL MT 59903 PRESIDENT/TREAS 4.00 0 MARGARET DAVIS PO BOX 1079 KALISPELL MT 59903 Vice President 1.00 0 LW PETERSEN PO BOX 639 BILLINGS MT 59103 Secretary 1.00 0 FELICIA ENNIS PO BOX 1079 KALISPELL MT 59903 Foundation Mana 25.00 55788 NONE NONE THE FOUNDATION IS ORGANIZED TO SUPPORT EFFECTIVE MONTANA BASED NONPROFITS DEDICATED TO HELPING PEOPLE ENLARGE THEIR COMPETENCIES AND CAPACITIES. OyP PREFERS NOT TO FUND HISTORICAL SOCIETIES, ART CENTERS, GENERAL HOSPITALS, THEATERS, NATIONAL LEVEL ORGANIZATIONS, HIGHER EDUCATION INSTITUTIONS, ANIMAL ORGANIZATIONS, SPORTS ORGANIZATIONS, PUBLIC BROADCASTING AND ECONOMIC DEVELOPMENT PROJECTS. A LIMITED PORTION OF THE FOUNDATION'S GIVING GOES TO CHARITABLE ORGANIZATIONS THAT MAY BE OUTSIDE OF MONTANA OR THE PRIMARY FOCUS OF THE FOUNDATION. 765679 REFER TO THE FORM 990-PF PART XV AND STATEMENTS 11 & 12 FOR A LIST OF THE DIRECT CHARITABLE GRANTS PAID OR APPROVED DURING THE YEAR. 6789740 440533 0 7230273 0 7230273 108454 7121819 356091 356091 3065 3065 353026 353026 353026 730504 730504 730504 353026 188910 270979 310656 1329537 332758 2432840 730504 0 353026 377478 2810318 0 188910 2621408 270979 310656 1329537 332758 377478 BRUCE ENNIS MARGARET DAVIS X ORO Y PLATA FOUNDATION ORO Y PLATA FOUNDATION DOES NOT ACCEPT UNSOLICITED GRANT APPLICATIONS. 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FEES/CHECKS 106 32 74 CHECK STOCK 65 20 45 DUES & SUBSCRIPTIONS 3370 1011 2359 EMPLOYEE BENEFITS 1184 355 829 INSURANCE 1200 360 840 OFFICE SUPPLIES 715 215 500 POSTAGE 351 105 246 PROFESSIONAL DEVELOPMENT 5130 1539 3591 REIMBURSED EXPENSES 1061 318 743 SPONSORSHIP 500 150 350 TELEPHONE/INTERNET 4200 1260 2940 VOLUNTEER PARK MAINTENANCE 1500 1500 NONDIVIDEND DISTRIBUTIONS 185148 GRANT CONSULTING FEES 2000 600 0 1400 OUTSIDE SERVICES 98 29 0 69 PLANNING/DESIGN 1653 0 0 1653 BRUCE ENNIS PO BOX 1079 KALISPELL MT 59903 2015 FEDERAL EXCISE TAX 1115 1115 2016 FEDERAL EXCISE TAX ESTIMATE 5756 5756 PAYROLL TAXES 4312 1294 3018 WORKERS COMPENSATION 393 118 275