2015-06-22T07:33:36-07:00 2014-12-31 StahlbergTaylor & Associates PC 100 Cooperative Way Suite 100 Kalispell MT 599012386 990PF 2014-01-01 460512750 ORO Y PLATA FOUNDATION OROY 4062232595 PO BOX 1079 KALISPELL MT 59903 BRUCE ENNIS PRESIDENT/TREAS 2015-06-22 true KRISTI TAYLOR CPA P00758491 4062578399 2014 2016-02-25 16:41:14Z X 7493139 X 983000 175149 175149 175149 332782 489363 332782 1490931 507931 175149 46200 13860 32340 234 70 164 125 38 87 3996 1199 2797 2317 695 1622 24031 21180 2851 309 309 7788 2336 5452 245 74 171 14242 4273 9969 99487 44034 55453 1665128 1665128 1764615 44034 1720581 -273684 463897 175149 643384 527195 627195 6723536 6566955 6864708 1545 309 1236 1236 7366920 7095386 7493139 1537 3687 1537 3687 X 7365383 7091699 7365383 7091699 7366920 7095386 7365383 -273684 7091699 7091699 Capital Gain Dividends 327206 332782 false 697295 8039325 0.08674 636806 7530399 0.08457 546743 7281564 0.07509 3936589 9477730 0.41535 527427 7154463 0.07372 0.73546 0.14709 7913667 1164037 4639 1168676 1720581 X 4639 4639 4639 15328 15328 10689 4640 6049 false false false false false false false false true true MT true false true false false true N/A FELICIA ENNIS 4062232595 PO BOX 1385 LIVINGSTON MT 59047 false false false false false false false false false false false false false false false false false false false false false false false false false false BRUCE ENNIS PO BOX 1079 KALISPELL MT 59903 PRESIDENT/TREAS 4.00 0 MARGARET DAVIS PO BOX 1079 KALISPELL MT 59903 Vice President 1.00 0 LW PETERSEN PO BOX 639 BILLINGS MT 59103 Secretary 1.00 0 FELICIA ENNIS PO BOX 1385 LIVINGSTON MT 59047 Foundation Mana 25.00 38400 JEAN AGATHER PO BOX 1079 KALISPELL MT 59903 MANAGER 25.00 7800 NONE NONE THE FOUNDATION IS ORGANIZED TO SUPPORT EFFECTIVE MONTANA BASED NONPROFITS DEDICATED TO HELPING PEOPLE ENLARGE THEIR COMPETENCIES AND CAPACITIES. OyP PREFERS NOT TO FUND HISTORICAL SOCIETIES, ART CENTERS, GENERAL HOSPITALS, THEATERS, NATIONAL LEVEL ORGANIZATIONS, HIGHER EDUCATION INSTITUTIONS, ANIMAL ORGANIZATIONS, SPORTS ORGANIZATIONS, PUBLIC BROADCASTING AND ECONOMIC DEVELOPMENT PROJECTS. A LIMITED PORTION OF THE FOUNDATION'S GIVING GOES TO CHARITABLE ORGANIZATIONS THAT MAY BE OUTSIDE OF MONTANA OR THE PRIMARY FOCUS OF THE FOUNDATION. 0 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. 7479715 554465 0 8034180 0 8034180 120513 7913667 395683 395683 4639 4639 391044 391044 391044 1720581 1720581 4639 1715942 391044 173222 3466784 188910 270979 310656 4410551 1720581 0 391044 1329537 5740088 0 173222 5566866 3466784 188910 270979 310656 1329537 BRUCE ENNIS MARGARET DAVIS X ORO Y PLATA FOUNDATION PO BOX 1079 KALISPELL MT 599031079 4062232595 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. PARK COUNTY BIG BROTHER BIG SISTERS 105 S SECOND ST LIVINGSTON MT 59047 NONE N/A FURTHER EXEMPT PURPOSE 15000 BIG SKY INSTITUTE FOR ADVANCEMNT OF PO BOX 1514 HELENA MT 59624 NONE N/A FURTHER PROGRAM ASSISTANCE 25000 BOYS GIRLS CLUB OF THE FLTHD RSRVAT PO BOX 334 RONAN MT 59864 NONE N/A FURTHER EXEMPT PURPOSE 25000 BOYS GIRLS CLUB NORTHERN CHEYENNE N PO BOX 309 LAME DEER MT 59043 NONE N/A FURTHER EXEMPT PURPOSE 40000 CASA FOR KIDS - FLATHEAD COUNTY PO BOX 271 KALISPELL MT 59903 NONE N/A FURTHER EXEMPT PURPOSE 35000 CASA FOR KIDS EASTERN MONTANA PO BOX 1234 MILES CITY MT 59301 NONE N/A FURTHER EXEMPT PURPOSE 20000 YWCA OF BILLINGS 909 WYOMING AVENUE BILLINGS MT 59101 NONE N/A FURTHER EXEMPT PURPOSE 20000 FLATHEAD CITY - COUNTY HEALTH DEPAR 1035 1ST AVENUE WEST KALISPELL MT 59901 NONE N/A FLU SHOTS FOR ELDERLY 1000 FLATHEAD COUNTY AGENCY ON AGING 160 KELLY ROAD A KALISPELL MT 59901 NONE N/A ELDERLY ASSISTANCE 10000 HOCKADAY MUSEUM OF ART 302 2ND AVE E KALISPELL MT 59901 NONE N/A FURTHER EXEMPT PURPOSE 1000 HOLTER MUSEUM OF ART 12 EAST LAWRENCE HELENA MT 59601 NONE N/A FURTHER EXEMPT PURPOSE 1500 LINCOLN COUNTY COMMUNITY FOUNDATION PO BOX 490 LIBBY MT 59923 NONE N/A FURTHER EXEMPT PURPOSE 2000 LITERACY CENTER OF NW MT PO BOX 3234 KALISPELL MT 59903 NONE N/A FURTHER EXEMPT PURPOSE 17000 MONTANA FOOD BANK NETWORK 5625 EXPRESSWAY MISSOULA MT 59808 NONE N/A FURTHER EXEMPT PURPOSE 25000 MONTANA CASA 131 REEDERS ALLEY HELENA MT 59601 NONE N/A FURTHER EXEMPT PURPOSE 25000 NORTH VALLEY FOOD BANK INC PO BOX 142 WHITEFISH MT 59937 NONE N/A FURTHER EXEMPT PURPOSE 1000 PLANNED PARENTHOOD OF MT 2525 4TH AVENUE NORTH SUITE 201 BILLINGS MT 59101 NONE N/A FURTHER EXEMPT PURPOSE 35000 SHEPHERD'S HAND CLINIC-CHRIST LUTHE 5150 RIVER LAKES PARKWAY WHITEFISH MT 59937 NONE N/A FURTHER EXEMPT PURPOSE 1000 THE PARENTING PLACE PO BOX 3805 MISSOULA MT 59806 NONE N/A FURTHER EXEMPT PURPOSE 20000 UM FOUNDATION PO BOX 7159 MISSOULA MT 59807 NONE N/A YELLOW BAY BIOLOGICAL STATION 1000 WEST SHORE COMMUNITY LIBRARY PO BOX 107 LAKESIDE MT 59922 NONE N/A FURTHER EXEMPT PURPOSE 1500 WEST VALLEY SCHOOL 2290 FARM TO MARKET ROAD KALISPELL MT 59901 NONE N/A PROGRAM SUPPORT 1000 TAMARACK GRIEF RESOURCE CENTER 516 S ORANGE ST MISSOULA MT 59801 NONE N/A FURTHER EXEMPT PURPOSE 20000 HUMAN THERAPY ON HORSEBACK PO BOX 5565 KALISPELL MT 59903 NONE N/A FURTHER EXEMPT PURPOSE 10000 INTERMOUNTAIN HOMES 500 SOUTH LAMBORN HELENA MT 59601 NONE N/A FURTHER EXEMPT PURPOSE 20000 HOPA MOUNTAIN FOUNDATION 234 E BABCOCK SUITE E BOZEMAN MT 59715 NONE N/A FURTHER EXEMPT PURPOSE 15000 PARK COUNTY COMMUNITY FOUNDATION PO BOX 2199 LIVINGSTON MT 59047 NONE N/A FURTHER EXEMPT PURPOSE 6000 COUNTERPOINT 116 EAST LEWIS ST LIVINGSTON MT 59047 NONE N/A FURTHER EXEMPT PURPOSE 1000 LAKESIDE QUICK RESPONSE UNIT PO BOX 911 LAKESIDE MT 59922 NONE N/A FURTHER EXEMPT PURPOSE 1500 YWCA OF HELENA PO BOX 518 HELENA MT 59624 NONE N/A FURTHER EXEMPT PURPOSE 1000 DOMESTIC AND SEXUAL VIOLENCE SVCSCA PO BOX 314 RED LODGE MT 59068 NONE N/A FURTHER EXEMPT PURPOSE 5000 BOYS GIRLS OF THE HI-LINE PO BOX 68 HAVRE MT 59501 NONE N/A FURTHER EXEMPT PURPOSE 15000 BOYS AND GIRLS CLUB OF LEWISTOWN 134 PARK ST LEWISTOWN MT 59457 NONE N/A FURTHER EXEMPT PURPOSE 20000 CENTRAL MONTANA YOUTH MENTORING PO BOX 532 LEWISTOWN MT 59457 NONE N/A FURTHER EXEMPT PURPOSE 7000 MONTANA YOUTH HOMES 825 E OREGON KALISPELL MT 59901 NONE N/A FURTHER EXEMPT PURPOSE 20000 THE LIGHTHOUSE CHRISTIAN HOME PO BOX 8931 KALISPELL MT 59904 NONE N/A FURTHER EXEMPT PURPOSE 1500 MONTANA NONPROFIT ASSOCIATION PO BOX 1744 HELENA MT 59624 NONE N/A FURTHER EXEMPT PURPOSE 20000 FAMILY PROMISE OF MISSOULA PO BOX 5882 MISSOULA MT 59806 NONE N/A FURTHER EXEMPT PURPOSE 15000 NAMI MONTANA 616 HELENA AVE SUITE 218 HELENA MT 59601 NONE N/A FURTHER EXEMPT PURPOSE 20000 INNOCENCE PROJECT PO BOX 7607 MISSOULA MT 59807 NONE N/A FURTHER EXEMPT PURPOSE 10000 PHILANTHROPY NORTHWEST 2505 3RD AVE SUITE 200 SEATTLE WA 98121 NONE N/A FURTHER EXEMPT PURPOSE 2550 MONTANA WOODEN BOAT FNDTN 875 LAKESIDE BLVD LAKESIDE MT 59922 NONE N/A FURTHER EXEMPT PURPOSE 2000 LAKESIDE COMMUNITY DEVELOPMENT FNDT PO BOX 1002 LAKESIDE MT 59922 NONE N/A FURTHER EXEMPT PURPOSE 2000 FRONT RANGE CASA PO BOX 954 CONRAD MT 59425 NONE FURTHER EXEMPT PURPOSE 10000 SPARROW'S NEST 204 7TH AVE WEST KALISPELL MT 59901 NONE FURTHER EXEMPT PURPOSE 10000 SECOND SEASON PO BOX 315 LAME DEER MT 59043 NONE FURTHER EXEMPT PURPOSE 20000 MONTANA ORAL HEALTH FOUNDATION PO BOX 1154 HELENA MT 59624 NONE FURTHER EXEMPT PURPOSE 1000 BOYS AND GIRLS CLUB OF GLACIER COUN PO BOX 7475 KALISPELL MT 59904 NONE FURTHER EXEMPT PURPOSE 1000 WARRIORS AND QUIET WATER 1087 STONERIDGE DR SUITE 1 BOZEMAN MT 59718 NONE FURTHER EXEMPT PURPOSE 1000 PIEGAN INSTITUTE PO BOX 890 BROWNING MT 59417 NONE FURTHER EXEMPT PURPOSE 2000 LAKESIDE VOLUNTEER PARK HWY 93 LAKESIDE MT 59922 NONE COMMUNITY PARK 1082578 1665128 14 175149 18 336955 -4173 512104 -4173 507931 false false false false false false false false false false X X 1 BRUCE ENNIS co ORO y PLATA PO BOX 1079 KALISPELL MT 59903 1012729 X X 1 REAL PROPERTY ADJACENT TO VOLUNTEER PARK, LAKESIDE, MT FOR PARK EXPANSION 645000 2014-04-15 3996 1199 0 2797 MAC COMPUTER 2014-03-05 1545 200DB 0.2000 309 DAIN RAUSCHER ACCOUNT TIFF MUTUAL FUNDS 6566955 6864708 Machinery and Equipment 1545 309 1236 1236 125 38 0 87 BANK WIRE FEES/CHECKS 41 12 29 DUES & SUBSCRIPTIONS 2835 851 1984 HEALTH INSURANCE 5442 1633 3809 INSURANCE 1200 360 840 MISCELLANEOUS 7 2 5 OFFICE SUPPLIES 1030 309 721 POSTAGE 94 28 66 PROFESSIONAL DEVELOPMENT 200 60 140 SPONSORSHIP 500 150 350 TELEPHONE/INTERNET 2893 868 2025 COMPUTER SERVICE/SUPPORT 317 95 0 222 GRANT CONSULTING FEES 2000 600 0 1400 BRUCE ENNIS PO BOX 1079 KALISPELL MT 59903 2013 EXCISE TAX PAID 4631 4631 2014 EXCISE TAX ESTIMATES 15328 15328 PAYROLL TAXES 3564 1069 2495 WORKERS COMPENSATION 508 152 356