ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR (EIN 22-6930631)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201531349349103318
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T16:23:29-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harrigan Price Fronk & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 SW Colorado Ave Suite 200 | AddressLine1Txt |
| City | Bend | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97702 | 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 | 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 |
| Signature | 2015-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | 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 | $8,618,234 | 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 | $930,592 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $86 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $86 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $142,956 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,956 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $142,956 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $542,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $542,641 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $542,641 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,616,275 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $685,683 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $143,042 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,680 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $58,786 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,211 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,575 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,315 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,117 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,980 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,980 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,908 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,908 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,199 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,868 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,328 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,342 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $391,615 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $391,615 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $481,483 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,328 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $412,957 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,134,792 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $630,355 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $143,042 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $656,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,131,202 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,131,202 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $176,474 | CorporateStockBOYAmt |
| Corporate Stock EOY | $172,127 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $301,358 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,121,374 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,796,601 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,185,674 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,954,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,099,930 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,618,234 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $6,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $17,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $6,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,948,138 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,082,930 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,948,138 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,082,930 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,954,138 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,099,930 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,948,138 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,134,792 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,082,930 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,082,930 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt |
|---|---|
| Capital Gain Dividends | |
| $542,641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $542,641 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $314,950 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,385,480 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04932 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $264,341 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,264,958 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05021 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $246,590 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,486,614 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05496 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $122,952 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,421,927 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05077 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $101,306 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,932,503 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05242 | DistributionYr5Rt |
| Total Distribution | 0.25768 | TotalDistributionRt |
| Average Distribution | 0.05154 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,595,533 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $391,443 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,304 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $397,747 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $412,957 | 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 | $6,304 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,304 | SubtotalAmt |
| Tax Based On Investment Income | $6,304 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $896 | OverpaymentAmt |
| Applied To ES Tax | $896 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kathy Deggendorfer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN DEGGENDORFER | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,263,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $448,119 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,711,201 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,711,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,668 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,595,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $379,777 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $379,777 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,304 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,304 | TotalTaxAmt |
| Distributable Before Adj | $373,473 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $373,473 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $373,473 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $412,957 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $412,957 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,304 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $406,653 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $373,473 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,409 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,075 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,285 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,249 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,838 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,856 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $412,957 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $373,473 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,484 | RemainingDistriFromCorpusAmt |
| Total Corpus | $78,340 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,409 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $72,931 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,075 | ExcessFromYear4Amt |
| Excess From Year3 | $24,285 | ExcessFromYear3Amt |
| Excess From Year2 | $3,249 | ExcessFromYear2Amt |
| Excess From Year1 | $2,838 | ExcessFromYear1Amt |
| Excess From Current Year | $39,484 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DESCHUTES LAND TRUST | |||||||
| 210 NW IRVING AVE SUITE 102 | BEND | OR | 97701 | NONE | 501(C)(3) | GENERAL SUPPORT FOR LAND STEWARDSHIP | $32,750 |
| FAMILY ACCESS NETWORK | |||||||
| 525 E CASCADE | SISTERS | OR | 97759 | NONE | 501(C)(3) | GENERAL OPERATIONAL SUPPORT | $15,000 |
| HIGH DESERT MUSEUM | |||||||
| 59800 S HIGHWAY 97 | BEND | OR | 97702 | NONE | 501(C)(3) | 2013 QUILTS OF OREGON PROJECT | $11,000 |
| SISTERS KIWANIS | |||||||
| PO BOX 1296 | SISTERS | OR | 97759 | NONE | 501(C)(3) | FOOD BANK SUPPORT | $5,500 |
| SISTERS FOLK FESTIVAL | |||||||
| PO BOX 3500 304 | SISTERS | OR | 97759 | NONE | 501(C)(3) | GENERAL SUPPORT | $14,000 |
| SISTERS OUTDOOR QUILT SHOW | |||||||
| PO BOX 280 | SISTERS | OR | 97759 | NONE | 501(C)(3) | EVENT SPONSORSHIP | $15,000 |
| SISTERS SCHOOL FOUNDATION | |||||||
| PO BOX 2155 | SISTERS | OR | 97759 | NONE | 501(C)(3) | SCIENCE CLUB SUPPORT | $5,000 |
| TOGETHER FOR CHILDREN | |||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | NONE | 501(C)(3) | EARLY CHILDHOOD ARTS PROGRAMMING WITH PARENTS | $1,000 |
| CALDERA | |||||||
| 224 NW 13TH AVE STE 304 | PORTLAND | OR | 97209 | NONE | 501(C)(3) | TEACHER TRAINING PROGRAM | $15,000 |
| SISTERS PARK AND REC DISTRICT | |||||||
| PO BOX 2215 | SISTERS | OR | 97759 | NONE | Public | SUMMER CAMPS, SCHOOL PROGRAMS & SCHOLARSHIPS | $10,815 |
| DESCHUTES PUBLIC LIBRARY FOUNDATION | |||||||
| PO BOX 963 | BEND | OR | 97709 | NONE | 501(C)(3) | ANNUAL SUPPORT FOR A NOVEL IDEA PROJECT | $3,000 |
| OHSU FOUNDATION | |||||||
| 1121 SW SALMON SUITE 100 | PORTLAND | OR | 97205 | NONE | 501(C)(3) | SUPPORT FOR CEI INTERNATIONAL OPHTHALMOLOGY PROJECT & OUTREACH VAN | $75,000 |
| OREGON CULTURAL TRUST | |||||||
| 775 SUMMER ST NE STE 200 | SALEM | OR | 97301 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| CASA OF CENTRAL OREGON | |||||||
| 1130 NW HARRIMAN ST STE 122 | BEND | OR | 97701 | NONE | 501(C)(3) | YOUTH STRENGTH PROGRAMMING | $2,500 |
| CONFLUENCE PROJECT | |||||||
| PO BOX 42243 | PORTLAND | OR | 97242 | NONE | 501(C)(3) | ARTS IN THE SCHOOLS - GIFTS FROM OUR ANCESTORS | $3,000 |
| KEMPLE MEMORIAL CHILDREN'S DENTAL C | |||||||
| 1029 NW 14TH ST | BEND | OR | 97701 | NONE | 501(C)(3) | SCREENING & SEALANT PROGRAM | $10,000 |
| OREGON ADAPTIVE SPORTS | |||||||
| 60325 OB RILEY RD 12 | BEND | OR | 97701 | NONE | 501(C)(3) | PURCHASE OF HAND CYCLES AND TRIKES | $9,500 |
| OREGON PUBLIC BROADCASTING | |||||||
| 7140 SW MACADAM AVE | PORTLAND | OR | 97228 | NONE | 501(C)(3) | SUPPORT FOR ART BEAT AND OREGON EXPERIENCE PROGRAMMING | $10,000 |
| OREGON STATE 4H FOUNDATION | |||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | NONE | 501(C)(3) | OREGON 4-H INNOVATIVE GRANT PROGRAM | $7,000 |
| 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 |
| OSU FOUNDATION | |||||||
| 2600 NW COLLEGE WAY | BEND | OR | 97701 | NONE | 501(C)(3) | OSU-CASCADES FUND | $5,000 |
| SISTERS ROTARY FOUNDATION | |||||||
| PO BOX 1286 | SISTERS | OR | 97759 | NONE | 501(C)(3) | FIJI EYE PROJECT MATCHING GRANT AND GENERAL OPERATING SUPPORT | $1,000 |
| CASCADE HORIZON BAND | |||||||
| PO BOX 2271 | BEND | OR | 97709 | NONE | 501(C)(3) | PERCUSSION INSTRUMENT PURCHASE | $4,000 |
| FURRY FRIENDS FOUNDATION INC | |||||||
| PO BOX 698 | SISTERS | OR | 97759 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 |
| ATELIER 6000 | |||||||
| 389 SW SCALEHOUSE CT SUITE 120 | BEND | OR | 97702 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 |
| CITY OF SISTERS | |||||||
| PO BOX 39 | SISTERS | OR | 97759 | NONE | Public | City of Sisters Block Parties | $5,000 |
| HARNEY COUNTY OPPORTUNITY TEAM | |||||||
| 484 NORTH BROADWAY | BURNS | OR | 97720 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 |
| HOME ORCHARD SOCIETY | |||||||
| 7635 SW 71ST AVE | PORTLAND | OR | 97223 | NONE | 501(C)(3) | COMPUTER EQUIPMENT FOR TEMPERATE ORCHARD CONSERVANCY PROJECT | $500 |
| HOSPICE OF REDMOND | |||||||
| 732 SW 23RD | REDMOND | OR | 97756 | NONE | 501(C)(3) | CAMP SUNRISE ART SUPPLIES AND SMALL MUSICAL INSTRUMENTS | $1,100 |
| NEIGHBOR IMPACT | |||||||
| 2303 SW FIRST STREET | REDMOND | OR | 97756 | NONE | 501(C)(3) | FOOD DISTRIBUTION TRUCK AND FORKLIFT | $2,500 |
| OPPPORTUNITY FOUNDATION OF CENTRAL | |||||||
| PO BOX 430 | REDMOND | OR | 97756 | NONE | 501(C)(3) | WESTLUND MEMORIAL PARK PLANNED IMPROVEMENTS AND GENERAL OPERATING SUPPORT | $2,000 |
| SISTERS SCHOOL DISTRICT | |||||||
| 525 E CASCADE | SISTERS | OR | 97756 | NONE | SCHOOL | ART OF JAZZ FUNDRAISING CONCERT | $10,000 |
| SISTERS GRADUATE RESOURCE ORGANIZAT | |||||||
| PO BOX 1546 | SISTERS | OR | 97759 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $12,000 |
| FUTURE PARK ACQUISITION DEVELOPMENT | |||||||
| PO BOX 1784 | SISTERS | OR | 97759 | FUNDS SET-ASIDE FOR FUTURE PARK ACQUISITION AND DEVELOPMENT | $11,000 | ||
| CAMP TAMARACK | |||||||
| 2608 NW ROBERT WAY | BEND | OR | 97701 | NONE | 501(C)(3) | arts in the schools | $4,050 |
| BEND SCIENCE STATION | |||||||
| 1027 NW TRENTON AVENUE | BEND | OR | 97701 | NONE | 501(c)(3) | general support sisters area community | $10,000 |
| HARNEY DISTRICT HOSPITAL | |||||||
| 557 WEST WASHINGTON | BURNS | OR | 97720 | NONE | 501(c)(3) | support of general good cause in central oregon | $1,500 |
| YOUTH MUSIC PROJECT | |||||||
| 2015 8TH AVENUE | WEST LINN | OR | 97068 | NONE | 501(c)(3) | community building arts programming general operating support | $5,000 |
| DESCHUTES COUNTY HISTORICAL SOCIETY | |||||||
| 129 NW IDAHO AVENUE | BEND | OR | 97701 | NONE | 501(c)(3) | public art: stained glass window preservation project in first united methodist church of bend or | $2,500 |
| DISCOVER YOUR NORTHWEST | |||||||
| 164 S JACKSON STREET | SEATTLE | WA | 98104 | NONE | 501(c)(3) | intergenerational arts programming: discover your forest 2014 | $5,000 |
| ST VINCENT DE PAUL SOCIETY BEND | |||||||
| 950 SE THIRD STREET | BEND | OR | 97701 | NONE | 501(c)(3) | support for general good cause in central oregon | $5,000 |
| BEND SOROPTIMIST SERVICE FOUNDATION | |||||||
| PO BOX 2215 | BEND | OR | 97709 | NONE | 501(C)(3) | COMMUNITY BUILDING ARTS PROGRAMMING HARMONY FOR WOMEN | $1,000 |
| DAYS FOR GIRLS | |||||||
| 1610 B GROVER STREET SUITE B-22 | LYNDEN | WA | 98264 | NONE | 501(C)(3) | GENERAL GOOD CAUSE | $900 |
| GIRLS SCOUTS OF AMERICA | |||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL GOOD CAUSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $391,615 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,956 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $542,641 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $685,683 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $685,683 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GERTRUDE BOYLE | ||||||
| 1 | 19790 WILDWOOD DRIVE | WEST LINN | OR | 97068 | $900,000 | Yes (X) |
| KATHY FRANK DEGGENDORFER | ||||||
| 2 | 70300 CAMP POLK RD | SISTERS | OR | 97759 | $28,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,680 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,680 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | 990-PF SECTION II-10BCORPORATE STOCK HOLDINGS:COLUMBIA SPORTSWEAR CO - $172,127COST BASIS | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | corporate stocks | StockNm |
| EOY Book Value | $172,127 | EOYBookValueAmt |
| EOYFMV | $301,358 | 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 | $6,796,601 | BookValueAmt |
| EOYFMV | $7,185,674 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DUES & SUBSCRIPTIONS | $660 | $660 |
| MISC | $520 | $520 |
| POSTAGE | $29 | $29 |
| SUPPLIES | $990 | $990 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTANTS | $6,575 | $0 | $0 | $6,575 |
| INVESTMENT ADVISORY FEES | $52,211 | $52,211 | $0 | $0 |
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 |
|---|---|---|
| FEDERAL TAX | $12,303 | |
| FOREIGN TAX | $3,117 | $3,117 |
| STATE INCOME TAX | $895 |
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