WENDT FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WENDT FAMILY FOUNDATION (EIN 94-3229232)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-08
- IRS object ID
- 201501899349100405
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-08T11:26:00-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930428202 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOLATORE SCROGGIN PETERSON & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 PINE STREET | AddressLine1Txt |
| City | KLAMATH FALLS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943229232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEND | BusinessNameControlTxt |
| Phone | 8014938068 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2636 BIEHN STREET | AddressLine1Txt |
| City | KLAMATH FALLS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RODERICK WENDT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8014938068 | PhoneNum |
| Signature | 2015-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRY SCROGGIN | PreparerPersonNm |
| PTIN | P00136209 | PTIN |
| Phone | 5418844164 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,628,007 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,065 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $7,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,995 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,995 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,135 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $222,423 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132,135 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $132,135 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $35,651 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $35,651 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $176,855 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,139 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $175,790 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,098 | 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 | $48,098 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $72,352 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $72,413 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $475 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $475 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $880 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $184,028 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $152,003 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $164 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $164 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,408 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $758 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $500 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,636 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,253 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,603 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,418 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,942 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $351,464 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,918 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $301,486 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $351,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,918 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $301,486 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$174,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,221 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $175,790 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,966 | CashBOYAmt |
| Cash EOY | $21,122 | CashEOYAmt |
| Cash EOYFMV | $21,122 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,163 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,264 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,264 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $250 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $849 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,890 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,890 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,732,781 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,537,731 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,537,731 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $65,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $65,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,643 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,865,652 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,628,007 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,628,007 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $24,948 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $66,674 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $32,133 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $30,133 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $57,081 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96,807 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,808,571 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,531,200 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,808,571 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,531,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,865,652 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,628,007 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,808,571 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$174,609 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,000 | OtherIncreasesAmt |
| Subtotal | $1,635,962 | SubtotalAmt |
| Other Decreases | $104,762 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,531,200 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $222,423 | GrossSalesPriceAmt |
| Cost Or Other Basis | $90,288 | CostOrOtherBasisAmt |
| Gain Or Loss | $132,135 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $132,135 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132,135 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $132,135 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $220,947 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,864,063 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.118530 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $245,398 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,492,994 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.098435 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $173,518 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,629,374 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065992 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $367,791 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,593,380 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080070 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,015,537 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,730,691 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.177210 | DistributionYr5Rt |
| Total Distribution | 0.540237 | TotalDistributionRt |
| Average Distribution | 0.108047 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,602,945 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $173,193 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,362 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $174,555 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $301,486 | 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 | $1,362 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,362 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,362 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $31 | EsPenaltyAmt |
| Overpayment | $1,607 | OverpaymentAmt |
| Applied To ES Tax | $1,607 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | FULLEMPLOYMENT.ORG | WebsiteAddressTxt |
| Individual With Books | MATT WENDT | IndividualWithBooksNm |
| Phone | 5412736734 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2636 BIEHN ST | AddressLine1Txt |
| City | KLAMATH FALLS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97601 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| RODERICK C WENDT | ||||||||
| 3250 LAKEPORT BLVD | KLAMATH FALLS | OR | 97601 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| JOHN COURTNEY | ||||||||
| 3250 LAKEPORT BLVD | KLAMATH FALLS | OR | 97601 | VICE-PRESIDENT | 0.50 | $0 | $0 | $0 |
| MATTHEW R WENDT | ||||||||
| 3250 LAKEPORT BLVD | KLAMATH FALLS | OR | 97601 | VICE PRESIDENT/SECRETARY | 0.50 | $0 | $0 | $0 |
| MARK R WENDT | ||||||||
| 3250 LAKEPORT BLVD | KLAMATH FALLS | OR | 97601 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| NANCY J WENDT | ||||||||
| 3250 LAKEPORT BLVD | KLAMATH FALLS | OR | 97601 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JAMES MADDEN | ||||||||
| 3250 LAKEPORT BLVD | KLAMATH FALLS | OR | 97601 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| THEODORE D TED ABRAM | ||||||||
| 3250 LAKEPORT BLVD | KLAMATH FALLS | OR | 97601 | DIRECTOR | 20.00 | $48,098 | $0 | $5,815 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD PEITERSEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1788 S TUCSON ST | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROJECT DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $57,632 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONSULTING, POLICY DEVELOPMENT,ANALYSIS, AND PROGRAM IMPLEMENTATION PROVIDED TO GOVERNMENTS ON VARIOUS SOCIAL WELFARE ISSUES AND PROGRAMS. | Description1Txt |
| Expenses1 | $336,000 | Expenses1Amt |
| Description2 | GENERAL PHILANTHROPIC ACTIVITIES CONSISTING PRIMARILY OF GRANTS AND DONATIONS TO PROJECTS AND ORGANIZATIONS FOR COMMUNITY IMPROVEMENT, EDUCATIONAL AND HEALTH OR MEDICAL PURPOSES. | Description2Txt |
| Expenses2 | $8,000 | Expenses2Amt |
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 | $1,580,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,599 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,627,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,627,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,410 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,602,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,147 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $301,486 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $301,486 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,362 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $300,124 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $80,147 | CurrentYearAmt |
| Year1 | $93,203 | Year1Amt |
| Year2 | $84,419 | Year2Amt |
| Year3 | $80,599 | Year3Amt |
| Total | $338,368 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $68,125 | CurrentYearAmt |
| Year1 | $79,223 | Year1Amt |
| Year2 | $71,756 | Year2Amt |
| Year3 | $68,509 | Year3Amt |
| Total | $287,613 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $301,486 | CurrentYearAmt |
| Year1 | $220,947 | Year1Amt |
| Year2 | $245,398 | Year2Amt |
| Year3 | $173,518 | Year3Amt |
| Total | $941,349 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $301,486 | CurrentYearAmt |
| Year1 | $220,947 | Year1Amt |
| Year2 | $245,398 | Year2Amt |
| Year3 | $173,518 | Year3Amt |
| Total | $941,349 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $53,431 | CurrentYearAmt |
| Year1 | $62,135 | Year1Amt |
| Year2 | $83,100 | Year2Amt |
| Year3 | $87,646 | Year3Amt |
| Total | $286,312 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RODERICK C WENDT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3250 LAKEPORT BLVD | AddressLine1Txt |
| City | KLAMATH FALLS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5418823451 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMAT REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| CURRICULUM SALES | $3,500 |
| CONSULTING INCOME | $31,493 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,995 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,135 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REFUNDS | Desc |
| Related Or Exempt Function Incm | $658 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $140,139 | ExclusionAmt |
| Related Or Exempt Function Incm | $35,651 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,790 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | THINKING ECONOMICS CURRICULUM SALES |
| 1B | SPEAKING AND CONSULTING FEES FROM OTHER ORGANIZATIONS WHICH CONTRIBUTE TO THE CHARITABLE PURPOSE AND OPERATING OVERHEAD OF THIS ENTITY |
| 11A | MISCELLANEOUS INCOME USED TO OFFSET OPERATING EXPENSES. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $880 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IMS FUND | $45,251 | $45,251 |
| JELD-WEN HOLDING COMPANY | $1,485,835 | $1,485,835 |
| WASHINGTON FEDERAL SA | $6,645 | $6,645 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PAINTING - EDGAR S PAXSON | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $65,000 | BookValueAmt |
| EOYFMV | $65,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $475 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $475 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $225 | $0 | $0 |
| INVESTMENT - LAKE ALGAE RESEARCH | $2,418 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON INVESTMENTS | Desc |
| Amt | $104,762 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUBSCRIPTIONS | $1,900 | $0 | $0 | $1,900 |
| TELEPHONE | $2,104 | $0 | $0 | $2,104 |
| OFFICE EXPENSE | $3,937 | $0 | $0 | $1,694 |
| BANK CHARGES | $207 | $0 | $0 | $207 |
| INSURANCE | $1,107 | $0 | $0 | $1,107 |
| TRAINING EXPENSE | $115 | $0 | $0 | $115 |
| MISCELLANEOUS EXPENSES | $1,815 | $0 | $0 | $1,815 |
| INVESTMENT LOSS-LAKE ALGAE RESEARCH | $2,418 | $2,418 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| CURRICULUM SALES | $3,500 | $3,500 |
| CONSULTING INCOME | $31,493 | $31,493 |
| MISCELLANEOUS REFUNDS | $658 | $658 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED TAX DEFERRAL ADJUSTMENT | Desc |
| Amt | $2,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAXES | $32,000 | $30,000 |
| PAYROLL LIABILITIES | $133 | $133 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONTRACT LABOR | $122,378 | $0 | $0 | $90,353 |
| OUTSIDE CONSULTANTS | $61,650 | $0 | $0 | $61,650 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OREGON CT-12 FILING FEE | $291 | $0 | $0 | $291 |
| FEDERAL INCOME TAX | $4,650 | $0 | $0 | $0 |
| STATE REGISTRATION FEES | $467 | $0 | $0 | $467 |
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