ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR (EIN 22-6930631)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201621349349101897
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T12:49:37-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930620214 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICE FRONK & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2796 NW CLEARWATER DR | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 5415494072 | 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 | KATHY DEGGENDORFER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5415494072 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WESLEY B PRICE III | PreparerPersonNm |
| PTIN | P00051001 | PTIN |
| Phone | 5413824791 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,959,592 | 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 | $9,898,280 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $108 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $108 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $108 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $176,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,024 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $176,024 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $518,760 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $130,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $518,760 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,593,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $694,892 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $176,132 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $200 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,991 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,991 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,062 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,159 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,903 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,447 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,015 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,980 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,980 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,984 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,984 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,616 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,616 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $112,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,174 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,674 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $428,108 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $428,108 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $540,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,174 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $476,782 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,052,784 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $637,718 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $176,132 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,131,202 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $635,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $635,311 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $172,127 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,067,657 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,113,927 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,796,601 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,459,749 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,210,354 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,099,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,162,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,959,592 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $17,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $27,003 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $17,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,003 | 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 | $8,082,930 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,135,714 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,082,930 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,135,714 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,099,930 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,162,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,082,930 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,052,784 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,135,714 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,135,714 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DIVIDENDS | P | $533,834 | $533,834 | ||||
| COMMON STOCK SALES | -$99 | -$99 | 2014-09-09 | 2015-01-09 | $2,952 | $3,051 | |
| COMMON STOCK SALES | -$2,593 | -$2,593 | 2012-02-03 | 2015-01-09 | $20,858 | $23,451 | |
| COMMON STOCK SALES | -$12,382 | -$12,382 | 2008-01-25 | 2015-01-09 | $106,340 | $118,722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $518,760 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $533,735 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $391,615 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,595,533 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051559 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $314,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,385,480 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049323 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $264,341 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,264,958 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050208 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $246,590 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,486,614 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054961 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $122,952 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,421,927 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050766 | DistributionYr5Rt |
| Total Distribution | 0.256817 | TotalDistributionRt |
| Average Distribution | 0.051363 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,491,536 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $487,514 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,377 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $493,891 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $476,782 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,754 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,754 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,754 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,320 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,434 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | KATHY DEGGENDORFER | IndividualWithBooksNm |
| Phone | 5415494072 | 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) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 | 5.00 | $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 | 5.00 | $0 | $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 | $8,759,285 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $876,792 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,636,077 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,636,077 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,541 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,491,536 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $474,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $474,577 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,754 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,754 | TotalTaxAmt |
| Distributable Before Adj | $461,823 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $461,823 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $461,823 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $476,782 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $476,782 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $476,782 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $461,823 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $476,782 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $461,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,959 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,959 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,959 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $14,959 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A HOME TO SHARE | |||||||
| PO BOX 2068 | SISTERS | OR | 97759 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| ARTSCENTRAL | |||||||
| 15 SW COLORADO SUITE 100 | BEND | OR | 97702 | NONE | 501(C)(3) | VAN GO PROJECT FOR RURAL AREAS | $11,159 |
| ATELIER 6000 | |||||||
| 389 SW SCALEHOUSE CT SUITE 120 | BEND | OR | 97702 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| BEND SCIENCE STATION | |||||||
| 1027 NW TRENTON AVENUE | BEND | OR | 97701 | NONE | 501(C)(3) | GENERAL SUPPORT SISTERS AREA COMMUNITY | $10,000 |
| BEND SOROPTIMIST SERVICE FOUNDATION | |||||||
| PO BOX 2215 | BEND | OR | 97709 | NONE | 501(C)(3) | COMMUNITY BUILDING ARTS PROGRAMMING HARMONY FOR WOMEN | $1,000 |
| BLOOM PROJECT | |||||||
| 70 SW CENTURY DRIVE SUTIE 100-256 | BEND | OR | 97702 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 |
| CALDERA | |||||||
| 224 NW 13TH AVE STE 304 | PORTLAND | OR | 97209 | NONE | PUBLIC CHARITY | TEACHER TRAINING PROGRAM | $20,000 |
| CASCADE HORIZON BAND | |||||||
| PO BOX 2271 | BEND | OR | 97709 | NONE | 501(C)(3) | PERCUSSION INSTRUMENT PURCHASE | $5,000 |
| CONFLUENCE PROJECT | |||||||
| PO BOX 42243 | PORTLAND | OR | 97242 | NONE | 501(C)(3) | ARTS IN THE SCHOOLS - GIFTS FROM OUR ANCESTORS | $3,000 |
| DAYS FOR GIRLS | |||||||
| 1610 B GROVER STREET SUITE B-22 | LYNDEN | WA | 98264 | NONE | 501(C)(3) | GENERAL GOOD CAUSE | $1,500 |
| DESCHUTES COUNTY 4H ASSOCIATION | |||||||
| 3893 SW AIRPORT WAY | REDMOND | OR | 97756 | NONE | 501(C)(3) | YOUTH STRENGTH PROGRAMMING | $1,500 |
| DESCHUTES COUNTY HISTORICAL SOCIETY | |||||||
| 129 NW IDAHO AVENUE | BEND | OR | 97701 | NONE | 501(C)(3) | PUBLIC ART | $500 |
| DESCHUTES LAND TRUST | |||||||
| 210 NW IRVING AVE SUITE 102 | BEND | OR | 97701 | NONE | PUBLIC CHARITY | GENERAL SUPPORT FOR LAND STEWARDSHIP | $40,000 |
| DESCHUTES PUBLIC LIBRARY FOUNDATION | |||||||
| PO BOX 963 | BEND | OR | 97709 | NONE | 501(C)(3) | ANNUAL SUPPORT FOR A NOVEL IDEA PROJECT | $5,750 |
| FAMILY ACCESS NETWORK | |||||||
| 525 E CASCADE | SISTERS | OR | 97759 | NONE | PUBLIC CHARITY | GENERAL OPERATIONAL SUPPORT | $12,000 |
| FURRY FRIENDS FOUNDATION INC | |||||||
| PO BOX 698 | SISTERS | OR | 97759 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 |
| HIGH DESERT MUSEUM | |||||||
| 59800 S HIGHWAY 97 | BEND | OR | 97702 | NONE | PUBLIC CHARITY | 2013 QUILTS OF OREGON PROJECT | $10,000 |
| HOSPICE OF REDMOND | |||||||
| 732 SW 23RD | REDMOND | OR | 97756 | NONE | 501(C)(3) | CAMP SUNRISE ART SUPPLIES AND SMALL MUSICAL INSTRUMENTS | $2,000 |
| KIDS CLUB OF HARNEY COUNTY | |||||||
| PO BOX 1035 | BURNS | OR | 97720 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| MUSEUM AT WARM SPRINGS | |||||||
| PO BOX 909 | WARM SPRINGS | OR | 97761 | NONE | 501(C)(3) | 20TH ANNUAL TRIBAL MEMBER ART EXHIBIT | $3,800 |
| OHSU FOUNDATION | |||||||
| 1121 SW SALMON SUITE 100 | PORTLAND | OR | 97205 | NONE | 501(C)(3) | SUPPORT FOR CEI INTERNATIONAL OPHTHALMOLOGY PROJECT & OUTREACH VAN | $56,547 |
| OPPPORTUNITY FOUNDATION OF CENTRAL OR | |||||||
| PO BOX 430 | REDMOND | OR | 97756 | NONE | 501(C)(3) | WESTLUND MEMORIAL PARK PLANNED IMPROVEMENTS AND GENERAL OPERATING SUPPORT | $1,500 |
| OREGON ADAPTIVE SPORTS | |||||||
| 60325 OB RILEY RD 12 | BEND | OR | 97701 | NONE | 501(C)(3) | PURCHASE OF HAND CYCLES AND TRIKES | $3,000 |
| OREGON CULTURAL TRUST | |||||||
| 775 SUMMER ST NE STE 200 | SALEM | OR | 97301 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| OREGON OLDTIME FIDDLERS ASSOCIATION | |||||||
| PO BOX 117 | GLIDE | OR | 97443 | NONE | 501(C)(3) | INTERGENERATIONAL ARTS PROGRAMMING | $500 |
| OREGON PUBLIC BROADCASTING | |||||||
| 7140 SW MACADAM AVE | PORTLAND | OR | 97228 | NONE | 501(C)(3) | SUPPORT FOR ART BEAT AND OREGON EXPERIENCE PROGRAMMING | $15,000 |
| OSU FOUNDATION | |||||||
| 2600 NW COLLEGE WAY | BEND | OR | 97701 | NONE | SCHOOL | OSU-CASCADES FUND | $42,500 |
| ROUNDHOUSE FOUNDATION PARK ACQUISITION & DEVELOPMENT | |||||||
| PO BOX 1784 | SISTERS | OR | 97759 | SET-ASIDE ONLY | FUNDS SET-ASIDE FOR FUTURE PARK ACQUISITION AND DEVELOPMENT | $10,000 | |
| SCALEHOUSE | |||||||
| 1535 NW AWBREY ROAD | BEND | OR | 97701 | NONE | 501(C)(3) | COMMUNITY BUILIDNG ARTS PROGRAMMING | $1,000 |
| SISTERS FOLK FESTIVAL | |||||||
| PO BOX 3500 304 | SISTERS | OR | 97759 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $23,650 |
| SISTERS GRADUATE RESOURCE ORGANIZATION | |||||||
| PO BOX 1546 | SISTERS | OR | 97759 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $9,840 |
| SISTERS KIWANIS | |||||||
| PO BOX 1296 | SISTERS | OR | 97759 | NONE | 501(C)(3) | FOOD BANK SUPPORT | $5,000 |
| SISTERS LITTLE LEAGUE | |||||||
| PO BOX 951 | SISTERS | OR | 97759 | NONE | 501(C)(3) | YOUTH STRENGTH PROGRAMMING | $2,000 |
| SISTERS OUTDOOR QUILT SHOW | |||||||
| PO BOX 280 | SISTERS | OR | 97759 | NONE | PUBLIC CHARITY | EVENT SPONSORSHIP | $10,000 |
| SISTERS PARK AND REC DISTRICT | |||||||
| PO BOX 2215 | SISTERS | OR | 97759 | NONE | 501(C)(3) | SUMMER CAMPS, SCHOOL PROGRAMS & SCHOLARSHIPS | $11,812 |
| SISTERS ROTARY FOUNDATION | |||||||
| PO BOX 1286 | SISTERS | OR | 97759 | NONE | 501(C)(3) | FIJI EYE PROJECT MATCHING GRANT AND GENERAL OPERATING SUPPORT | $1,000 |
| SISTERS SCHOOL DISTRICT | |||||||
| 525 E CASCADE | SISTERS | OR | 97756 | NONE | SCHOOL | ART OF JAZZ FUNDRAISING CONCERT | $28,000 |
| SISTERS SCHOOL FOUNDATION | |||||||
| PO BOX 2155 | SISTERS | OR | 97759 | NONE | PUBLIC CHARITY | SCIENCE CLUB SUPPORT | $15,800 |
| TOWER THEATRE FOUNDATION | |||||||
| PO BOX 1378 | BEND | OR | 97709 | NONE | SPOTLIGHT ON EDUCATION | $250 | |
| UPPER DESCHUTES WATERSHED COUNCIL | |||||||
| PO BOX 1812 | BEND | OR | 97709 | NONE | 501(C)(3) | UPSTREAM PROJECT | $10,000 |
| VOLUNTEERS IN MEDICINE | |||||||
| 2300 NEFF ROAD | BEND | OR | 97701 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 |
| YOUTH MUSIC PROJECT | |||||||
| 2015 8TH AVENUE | WEST LINN | OR | 97068 | NONE | 501(C)(3) | COMMUNITY BUILDING ARTS PROGRAMMING GENERAL OPERATING SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $428,108 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176,024 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $518,760 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $694,892 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $694,892 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GERTRUDE BOYLE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19790 WILDWOOD DRIVE | AddressLine1Txt |
| City | WEST LINN | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,895,530 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 180,148 SHARES COLUMBIA SPORTSWARE CO, INC. STOCK | NoncashPropertyDesc |
| Fair Market Value | $9,895,530 | FairMarketValueAmt |
| Received | 2015-11-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,991 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,991 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $10,067,657 | EOYBookValueAmt |
| EOYFMV | $9,113,927 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,459,749 | BookValueAmt |
| EOYFMV | $7,210,354 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $200 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $835 | $0 | $0 | $835 |
| POSTAGE | $63 | $0 | $0 | $63 |
| SUPPLIES | $556 | $0 | $0 | $556 |
| MISC | $90 | $0 | $0 | $90 |
| MARKETING | $2,313 | $0 | $0 | $2,313 |
| PROGRAM INSTALLATION & EXHIBITS | $19,759 | $0 | $0 | $19,759 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $54,159 | $54,159 | $0 | $0 |
| CONSULTANTS | $18,903 | $0 | $0 | $18,903 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| GERTRUDE BOYLE | |||
| 19790 WILDWOOD DRIVE | WEST LINN | OR | 97068 |
| KATHY DEGGENDORFER | |||
| PO BOX 1784 | SISTERS | OR | 97756 |
| FRANK DEGGENDORFER | |||
| PO BOX 1784 | SISTERS | OR | 97756 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $3,015 | $3,015 | $0 | $0 |
| STATE INCOME TAX | $1,008 | $0 | $0 | $0 |
| FEDERAL TAX | $5,424 | $0 | $0 | $0 |
Comments