ORO Y PLATA FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ORO Y PLATA FOUNDATION (EIN 46-0512750)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-22
- IRS object ID
- 201541739349100404
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc 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 | 2015-06-22T07:33:36-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | StahlbergTaylor & Associates PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Cooperative Way Suite 100 | AddressLine1Txt |
| City | Kalispell | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 599012386 | 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 | 460512750 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORO Y PLATA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OROY | BusinessNameControlTxt |
| Phone | 4062232595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1079 | AddressLine1Txt |
| City | KALISPELL | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE ENNIS | PersonNm |
| Person Title | PRESIDENT/TREAS | PersonTitleTxt |
| Signature | 2015-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTI TAYLOR CPA | PreparerPersonNm |
| PTIN | P00758491 | PTIN |
| Phone | 4062578399 | PhoneNum |
| 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 | $7,493,139 | 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 | $983,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $175,149 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $175,149 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $175,149 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $332,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $489,363 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $332,782 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,490,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $507,931 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $175,149 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $46,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,860 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,340 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $234 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $70 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $164 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $125 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $38 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $87 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,996 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,199 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,797 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,317 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $695 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,622 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,031 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,180 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,851 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $309 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $309 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $7,788 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,336 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,452 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $245 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $74 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $171 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,242 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,273 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,969 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,487 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,034 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,453 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,665,128 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,665,128 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,764,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,034 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,720,581 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$273,684 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $463,897 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $175,149 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $643,384 | CashBOYAmt |
| Cash EOY | $527,195 | CashEOYAmt |
| Cash EOYFMV | $627,195 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,723,536 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,566,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,864,708 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,545 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $309 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $1,236 | LandEOYAmt |
| Land EOYFMV | $1,236 | LandEOYFMVAmt |
| Total Assets BOY | $7,366,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,095,386 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,493,139 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,537 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,687 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,537 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,687 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,365,383 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,091,699 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,365,383 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,091,699 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,366,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,095,386 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,365,383 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$273,684 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,091,699 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,091,699 | 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 | |
| $327,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $332,782 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $697,295 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,039,325 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08674 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $636,806 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,530,399 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.08457 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $546,743 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,281,564 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07509 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,936,589 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,477,730 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.41535 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $527,427 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,154,463 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07372 | DistributionYr5Rt |
| Total Distribution | 0.73546 | TotalDistributionRt |
| Average Distribution | 0.14709 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,913,667 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,164,037 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,639 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,168,676 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,720,581 | 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 | $4,639 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,639 | SubtotalAmt |
| Tax Based On Investment Income | $4,639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,328 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,328 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,689 | OverpaymentAmt |
| Applied To ES Tax | $4,640 | AppliedToESTaxAmt |
| Refund | $6,049 | RefundAmt |
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 | MT | 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 | FELICIA ENNIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4062232595 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1385 | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59047 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRUCE ENNIS | ||||||
| PO BOX 1079 | KALISPELL | MT | 59903 | PRESIDENT/TREAS | 4.00 | $0 |
| MARGARET DAVIS | ||||||
| PO BOX 1079 | KALISPELL | MT | 59903 | Vice President | 1.00 | $0 |
| LW PETERSEN | ||||||
| PO BOX 639 | BILLINGS | MT | 59103 | Secretary | 1.00 | $0 |
| FELICIA ENNIS | ||||||
| PO BOX 1385 | LIVINGSTON | MT | 59047 | Foundation Mana | 25.00 | $38,400 |
| JEAN AGATHER | ||||||
| PO BOX 1079 | KALISPELL | MT | 59903 | MANAGER | 25.00 | $7,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS ORGANIZED TO SUPPORT EFFECTIVE MONTANA BASED NONPROFITS DEDICATED TO HELPING PEOPLE ENLARGE THEIR COMPETENCIES AND CAPACITIES. OyP PREFERS NOT TO FUND HISTORICAL SOCIETIES, ART CENTERS, GENERAL HOSPITALS, THEATERS, NATIONAL LEVEL ORGANIZATIONS, HIGHER EDUCATION INSTITUTIONS, ANIMAL ORGANIZATIONS, SPORTS ORGANIZATIONS, PUBLIC BROADCASTING AND ECONOMIC DEVELOPMENT PROJECTS. A LIMITED PORTION OF THE FOUNDATION'S GIVING GOES TO CHARITABLE ORGANIZATIONS THAT MAY BE OUTSIDE OF MONTANA OR THE PRIMARY FOCUS OF THE FOUNDATION. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | REFER TO THE FORM 990-PF PART XV AND STATEMENTS 11 & 12 FOR A LIST OF THE DIRECT CHARITABLE GRANTS PAID OR APPROVED DURING THE YEAR. | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,479,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $554,465 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,034,180 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,034,180 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,513 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,913,667 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $395,683 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $395,683 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,639 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,639 | TotalTaxAmt |
| Distributable Before Adj | $391,044 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $391,044 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $391,044 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,720,581 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,720,581 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,639 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,715,942 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $391,044 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $173,222 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,466,784 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $188,910 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $270,979 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $310,656 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,410,551 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,720,581 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $391,044 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,329,537 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,740,088 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $173,222 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,566,866 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,466,784 | ExcessFromYear4Amt |
| Excess From Year3 | $188,910 | ExcessFromYear3Amt |
| Excess From Year2 | $270,979 | ExcessFromYear2Amt |
| Excess From Year1 | $310,656 | ExcessFromYear1Amt |
| Excess From Current Year | $1,329,537 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE ENNIS | ContributingManagerNm |
| Contributing Manager | MARGARET DAVIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ORO Y PLATA FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1079 | AddressLine1Txt |
| City | KALISPELL | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 599031079 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4062232595 | RecipientPhoneNum |
| Restrictions On Awards | ORO Y PLATA FOUNDATION DOES NOT ACCEPT UNSOLICITED GRANT APPLICATIONS. LETTERS OF INQUIRY MAY BE SENT TO THE FOUNDATION MANAGER AT THE ADDRESS LISTED ABOVE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PARK COUNTY BIG BROTHER BIG SISTERS | |||||||
| 105 S SECOND ST | LIVINGSTON | MT | 59047 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| BIG SKY INSTITUTE FOR ADVANCEMNT OF | |||||||
| PO BOX 1514 | HELENA | MT | 59624 | NONE | N/A | FURTHER PROGRAM ASSISTANCE | $25,000 |
| BOYS GIRLS CLUB OF THE FLTHD RSRVAT | |||||||
| PO BOX 334 | RONAN | MT | 59864 | NONE | N/A | FURTHER EXEMPT PURPOSE | $25,000 |
| BOYS GIRLS CLUB NORTHERN CHEYENNE N | |||||||
| PO BOX 309 | LAME DEER | MT | 59043 | NONE | N/A | FURTHER EXEMPT PURPOSE | $40,000 |
| CASA FOR KIDS - FLATHEAD COUNTY | |||||||
| PO BOX 271 | KALISPELL | MT | 59903 | NONE | N/A | FURTHER EXEMPT PURPOSE | $35,000 |
| CASA FOR KIDS EASTERN MONTANA | |||||||
| PO BOX 1234 | MILES CITY | MT | 59301 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| YWCA OF BILLINGS | |||||||
| 909 WYOMING AVENUE | BILLINGS | MT | 59101 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| FLATHEAD CITY - COUNTY HEALTH DEPAR | |||||||
| 1035 1ST AVENUE WEST | KALISPELL | MT | 59901 | NONE | N/A | FLU SHOTS FOR ELDERLY | $1,000 |
| FLATHEAD COUNTY AGENCY ON AGING | |||||||
| 160 KELLY ROAD A | KALISPELL | MT | 59901 | NONE | N/A | ELDERLY ASSISTANCE | $10,000 |
| HOCKADAY MUSEUM OF ART | |||||||
| 302 2ND AVE E | KALISPELL | MT | 59901 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| HOLTER MUSEUM OF ART | |||||||
| 12 EAST LAWRENCE | HELENA | MT | 59601 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,500 |
| LINCOLN COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 490 | LIBBY | MT | 59923 | NONE | N/A | FURTHER EXEMPT PURPOSE | $2,000 |
| LITERACY CENTER OF NW MT | |||||||
| PO BOX 3234 | KALISPELL | MT | 59903 | NONE | N/A | FURTHER EXEMPT PURPOSE | $17,000 |
| MONTANA FOOD BANK NETWORK | |||||||
| 5625 EXPRESSWAY | MISSOULA | MT | 59808 | NONE | N/A | FURTHER EXEMPT PURPOSE | $25,000 |
| MONTANA CASA | |||||||
| 131 REEDERS ALLEY | HELENA | MT | 59601 | NONE | N/A | FURTHER EXEMPT PURPOSE | $25,000 |
| NORTH VALLEY FOOD BANK INC | |||||||
| PO BOX 142 | WHITEFISH | MT | 59937 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| PLANNED PARENTHOOD OF MT | |||||||
| 2525 4TH AVENUE NORTH SUITE 201 | BILLINGS | MT | 59101 | NONE | N/A | FURTHER EXEMPT PURPOSE | $35,000 |
| SHEPHERD'S HAND CLINIC-CHRIST LUTHE | |||||||
| 5150 RIVER LAKES PARKWAY | WHITEFISH | MT | 59937 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| THE PARENTING PLACE | |||||||
| PO BOX 3805 | MISSOULA | MT | 59806 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| UM FOUNDATION | |||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | NONE | N/A | YELLOW BAY BIOLOGICAL STATION | $1,000 |
| WEST SHORE COMMUNITY LIBRARY | |||||||
| PO BOX 107 | LAKESIDE | MT | 59922 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,500 |
| WEST VALLEY SCHOOL | |||||||
| 2290 FARM TO MARKET ROAD | KALISPELL | MT | 59901 | NONE | N/A | PROGRAM SUPPORT | $1,000 |
| TAMARACK GRIEF RESOURCE CENTER | |||||||
| 516 S ORANGE ST | MISSOULA | MT | 59801 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| HUMAN THERAPY ON HORSEBACK | |||||||
| PO BOX 5565 | KALISPELL | MT | 59903 | NONE | N/A | FURTHER EXEMPT PURPOSE | $10,000 |
| INTERMOUNTAIN HOMES | |||||||
| 500 SOUTH LAMBORN | HELENA | MT | 59601 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| HOPA MOUNTAIN FOUNDATION | |||||||
| 234 E BABCOCK SUITE E | BOZEMAN | MT | 59715 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| PARK COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 2199 | LIVINGSTON | MT | 59047 | NONE | N/A | FURTHER EXEMPT PURPOSE | $6,000 |
| COUNTERPOINT | |||||||
| 116 EAST LEWIS ST | LIVINGSTON | MT | 59047 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| LAKESIDE QUICK RESPONSE UNIT | |||||||
| PO BOX 911 | LAKESIDE | MT | 59922 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,500 |
| YWCA OF HELENA | |||||||
| PO BOX 518 | HELENA | MT | 59624 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| DOMESTIC AND SEXUAL VIOLENCE SVCSCA | |||||||
| PO BOX 314 | RED LODGE | MT | 59068 | NONE | N/A | FURTHER EXEMPT PURPOSE | $5,000 |
| BOYS GIRLS OF THE HI-LINE | |||||||
| PO BOX 68 | HAVRE | MT | 59501 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| BOYS AND GIRLS CLUB OF LEWISTOWN | |||||||
| 134 PARK ST | LEWISTOWN | MT | 59457 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| CENTRAL MONTANA YOUTH MENTORING | |||||||
| PO BOX 532 | LEWISTOWN | MT | 59457 | NONE | N/A | FURTHER EXEMPT PURPOSE | $7,000 |
| MONTANA YOUTH HOMES | |||||||
| 825 E OREGON | KALISPELL | MT | 59901 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| THE LIGHTHOUSE CHRISTIAN HOME | |||||||
| PO BOX 8931 | KALISPELL | MT | 59904 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,500 |
| MONTANA NONPROFIT ASSOCIATION | |||||||
| PO BOX 1744 | HELENA | MT | 59624 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| FAMILY PROMISE OF MISSOULA | |||||||
| PO BOX 5882 | MISSOULA | MT | 59806 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| NAMI MONTANA | |||||||
| 616 HELENA AVE SUITE 218 | HELENA | MT | 59601 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| INNOCENCE PROJECT | |||||||
| PO BOX 7607 | MISSOULA | MT | 59807 | NONE | N/A | FURTHER EXEMPT PURPOSE | $10,000 |
| PHILANTHROPY NORTHWEST | |||||||
| 2505 3RD AVE SUITE 200 | SEATTLE | WA | 98121 | NONE | N/A | FURTHER EXEMPT PURPOSE | $2,550 |
| MONTANA WOODEN BOAT FNDTN | |||||||
| 875 LAKESIDE BLVD | LAKESIDE | MT | 59922 | NONE | N/A | FURTHER EXEMPT PURPOSE | $2,000 |
| LAKESIDE COMMUNITY DEVELOPMENT FNDT | |||||||
| PO BOX 1002 | LAKESIDE | MT | 59922 | NONE | N/A | FURTHER EXEMPT PURPOSE | $2,000 |
| FRONT RANGE CASA | |||||||
| PO BOX 954 | CONRAD | MT | 59425 | NONE | FURTHER EXEMPT PURPOSE | $10,000 | |
| SPARROW'S NEST | |||||||
| 204 7TH AVE WEST | KALISPELL | MT | 59901 | NONE | FURTHER EXEMPT PURPOSE | $10,000 | |
| SECOND SEASON | |||||||
| PO BOX 315 | LAME DEER | MT | 59043 | NONE | FURTHER EXEMPT PURPOSE | $20,000 | |
| MONTANA ORAL HEALTH FOUNDATION | |||||||
| PO BOX 1154 | HELENA | MT | 59624 | NONE | FURTHER EXEMPT PURPOSE | $1,000 | |
| BOYS AND GIRLS CLUB OF GLACIER COUN | |||||||
| PO BOX 7475 | KALISPELL | MT | 59904 | NONE | FURTHER EXEMPT PURPOSE | $1,000 | |
| WARRIORS AND QUIET WATER | |||||||
| 1087 STONERIDGE DR SUITE 1 | BOZEMAN | MT | 59718 | NONE | FURTHER EXEMPT PURPOSE | $1,000 | |
| PIEGAN INSTITUTE | |||||||
| PO BOX 890 | BROWNING | MT | 59417 | NONE | FURTHER EXEMPT PURPOSE | $2,000 | |
| LAKESIDE VOLUNTEER PARK | |||||||
| HWY 93 | LAKESIDE | MT | 59922 | NONE | COMMUNITY PARK | $1,082,578 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,665,128 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $175,149 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $336,955 | ExclusionAmt |
| Related Or Exempt Function Incm | -$4,173 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $512,104 | ExclusionAmt |
| Related Or Exempt Function Incm | -$4,173 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $507,931 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRUCE ENNIS co ORO y PLATA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1079 | AddressLine1Txt |
| City | KALISPELL | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,012,729 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | REAL PROPERTY ADJACENT TO VOLUNTEER PARK, LAKESIDE, MT FOR PARK EXPANSION | NoncashPropertyDesc |
| Fair Market Value | $645,000 | FairMarketValueAmt |
| Received | 2014-04-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,996 | Amt |
| Net Investment Income | $1,199 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,797 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MAC COMPUTER | PropertyDesc |
| Acquired | 2014-03-05 | AcquiredDt |
| Cost Or Other Basis | $1,545 | CostOrOtherBasisAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Rt | 0.2000 | Rt |
| Current Year Expense | $309 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DAIN RAUSCHER ACCOUNT | ||
| TIFF MUTUAL FUNDS | $6,566,955 | $6,864,708 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $1,545 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $309 | AccumulatedDepreciationAmt |
| Book Value | $1,236 | BookValueAmt |
| EOYFMV | $1,236 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $125 | LegalFeesAmt |
| Net Investment Income | $38 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $87 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK WIRE FEES/CHECKS | $41 | $12 | $29 |
| DUES & SUBSCRIPTIONS | $2,835 | $851 | $1,984 |
| HEALTH INSURANCE | $5,442 | $1,633 | $3,809 |
| INSURANCE | $1,200 | $360 | $840 |
| MISCELLANEOUS | $7 | $2 | $5 |
| OFFICE SUPPLIES | $1,030 | $309 | $721 |
| POSTAGE | $94 | $28 | $66 |
| PROFESSIONAL DEVELOPMENT | $200 | $60 | $140 |
| SPONSORSHIP | $500 | $150 | $350 |
| TELEPHONE/INTERNET | $2,893 | $868 | $2,025 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMPUTER SERVICE/SUPPORT | $317 | $95 | $0 | $222 |
| GRANT CONSULTING FEES | $2,000 | $600 | $0 | $1,400 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE ENNIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1079 | AddressLine1Txt |
| City | KALISPELL | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59903 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2013 EXCISE TAX PAID | $4,631 | $4,631 | |
| 2014 EXCISE TAX ESTIMATES | $15,328 | $15,328 | |
| PAYROLL TAXES | $3,564 | $1,069 | $2,495 |
| WORKERS COMPENSATION | $508 | $152 | $356 |
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