BETA

ROLLEY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ROLLEY FOUNDATION (EIN 43-1775684)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-09
IRS object ID
201421299349101777
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-09T16:02:02-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SS&C SOLUTIONS INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15825 SW 29TH ST STE 202AddressLine1
CityTOPEKACity
StateKSState
ZIP Code666142478ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431775684EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROLLEY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlROLLBusinessNameControlTxt
Phone7722311329PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13101 OLD PECOS TRAILAddressLine1
Address Line2ROOM/SUITE 626AddressLine2
CitySANTA FECity
StateNMState
ZIP Code87505ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN ROLLEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7722311329PhoneNum
Signature2014-05-01SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES R COLAHAN CPAPreparerPersonNm
PTINP00519851PTIN
Phone7852724484PhoneNum
Preparation2014-05-02PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$562,137FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,295InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,295InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,661DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,661DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,660NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$61,888GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,888CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$30,616TotalRevAndExpnssAmt
Total Net Invst Incm$29,844TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$200LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,399AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$700AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$7,511OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,511OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$68TaxesRevAndExpnssAmt
Taxes Net Invst Incm$68TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$62OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$9,240TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,279TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,140TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,279TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,524ExcessRevenueOverExpensesAmt
Net Investment Income$21,565NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,519CashBOYAmt
Cash EOY$1,064CashEOYAmt
Cash EOYFMV$1,064CashEOYFMVAmt
Corporate Stock BOY$524,747CorporateStockBOYAmt
Corporate Stock EOY$519,678CorporateStockEOYAmt
Corporate Stock EOYFMV$561,073CorporateStockEOYFMVAmt
Total Assets BOY$526,266TotalAssetsBOYAmt
Total Assets EOY$520,742TotalAssetsEOYAmt
Total Assets EOYFMV$562,137TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$526,266RetainedEarningBOYAmt
Retained Earning EOY$520,742RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$526,266TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$520,742TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$526,266TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$520,742TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$526,266TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,524ExcessRevenueOverExpensesAmt
Subtotal$520,742SubtotalAmt
Tot Net Ast Or Fund Balances EOY$520,742TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$11,888CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$26,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$545,950NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047623DistributionYr1Rt
Adjusted Qlfy Distri Yr2$27,250AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$569,726NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047830DistributionYr2Rt
Adjusted Qlfy Distri Yr3$23,440AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$551,498NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042502DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,934AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$495,879NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054316DistributionYr4Rt
Adjusted Qlfy Distri Yr5$30,397AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$580,690NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052346DistributionYr5Rt
Total Distribution0.244617TotalDistributionRt
Average Distribution0.048923AverageDistributionRt
Net Vl Noncharitable Assets$552,615NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$27,036AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$216NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$27,252AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$26,900QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$431InvestmentIncomeExciseTaxAmt
Subtotal$431SubtotalAmt
Tax Based On Investment Income$431TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$361EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$361TotalPaymentsAndCreditsAmt
Tax Due$70TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksALAN ROLLEYIndividualWithBooksNm
Phone5059836044PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13101 OLD PECOS TRAIL 626AddressLine1
CitySANTA FECity
StateNMState
ZIP Code87505ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALAN ROLLEY
3101 OLD PECOS TRAIL 626SANTA FENM87505PRESIDENT2.00$0$0$0
BLAKE ROLLEY
2200 HIGHLAND MEADOW ROADFLAGSTAFFAZ86001VICE PRES.2.00$0$0$0
STEPHANIE ANN ROLLEY
3773 ANDERSON AVEMANHATTANKS66503SECRETARY2.00$0$0$0
ANN ROLLEY
3101 OLD PECOS TRAIL 626SANTA FENM87505TREASURER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CHARITABLE GIVING. CONTRIBUTIONS MADE TO 13 DIFFERENT ORGANIZATIONS DURING 2013.Description1Txt
Expenses1$26,900Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$556,951AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,079AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$561,030TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$561,030AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,415CashDeemedCharitableAmt
Net Vl Noncharitable Assets$552,615NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,631MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,631MinimumInvestmentReturnAmt
Tax Based On Investment Income$431TaxBasedOnInvestmentIncomeAmt
Total Tax$431TotalTaxAmt
Distributable Before Adj$27,200DistributableBeforeAdjAmt
Distributable Before Ded$27,200DistributableBeforeDedAmt
Distributable As Adjusted$27,200DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,900ExpensesAndContributionsAmt
Qualifying Distributions$26,900QualifyingDistributionsAmt
Adjusted Qualifying Distri$26,900AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,200DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,374ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,272ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$3,646TotalExcessDistributionCyovAmt
Qualifying Distributions$26,900QualifyingDistributionsAmt
Applied To Current Year$26,900AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$300ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$300ExcessDistributionCyovAppCYAmt
Total Corpus$3,346TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,074ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,272ExcessDistriCyovToNextYrAmt
Excess From Year4$2,272ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NEW MEXICO GOVERNOR'S MANSION FOUND
PO BOX 2121SANTA FENM875042121CHARITABLE$1,000
MUSEUM OF NEW MEXICO FOUNDATION
PO BOX 2065SANTA FENM875042065CHARITABLE$2,500
TOPEKA SYMPHONY
PO BOX 2206TOPEKAKS666012206CHARITABLE$500
ST VINCENT HOSPITAL FOUNDATION
455 ST MICHAELS DRIVESANTA FENM87505CHARITABLE$1,000
SANTA FE OPERA
PO BOX 2408SANTA FENM87504CHARITABLE$11,000
BOY SCOUTS OF AMERICA GREAT SW COUN
5841 OFFICE BLVD NEALBUQUERQUENM871095820CHARITABLE$2,500
BOY SCOUTS OF AMERICA GRAND CANYON
2969 NORTH GREENFIELD ROAPHOENIXAZ850167715CHARITABLE$3,500
CORNERSTONES COMMUNITY PARTNERSHIPS
PO BOX 2341SANTA FENM875042341CHARITABLE$500
TRINITY HEIGHTS UNITED METHODIST
3600 NORTH FOURTH STREETFLAGSTAFFAZ86004CHARITABLE$400
SHEPHERD'S CROSSING
PO BOX 1919MANHATTANKS66505CHARITABLE$500
1ST UNITED METHODIST OF MANHATTAN
612 POYNTZ AVEMANHATTANKS66502CHARITABLE$2,500
HOISINGTON MAIN STREET
115 N MAIN STHOISINGTONKS67544CHARITABLE$500
UNITED WAY OF NORTHERN ARIZONA
1515 E CEDAR AVENUE SUIFLAGSTAFFAZ86001CHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,295ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,661ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,660ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$30,616ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,616TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,399Amt
Net Investment Income$700NetInvestmentIncomeAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (4 entries)

ALAN ROLLEY
BLAKE ROLLEY
STEPHANIE ANN ROLLEY
ANN ROLLEY

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
PIMCO TOTAL RETURN2009-06PURCHASE2013-08$46,081$45,000$1,081
PIMCO TOTAL RETURN2010-08PURCHASE2013-08$3,919$4,228-$309

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSMITH BARNEY SECURITIESStockNm
EOY Book Value$519,678EOYBookValueAmt
EOYFMV$561,073EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEY FEESCategoryTxt
Legal Fees$200LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
SECRETARY OF STATE$40
THE TOPEKA METRO NEWS$22

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTING & ADVISORY SERVICESCategoryTxt
Amt$7,511Amt
Net Investment Income$7,511NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$68Amt
Net Investment Income$68NetInvestmentIncomeAmt

Comments

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