ORO Y PLATA FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ORO Y PLATA FOUNDATION (EIN 46-0512750)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201431339349101118
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T09:08:39-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAHLBERG & SUTHERLAND PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COOPERATIVE WAY SUITE 100 | AddressLine1 |
| City | KALISPELL | City |
| State | MT | State |
| ZIP Code | 59901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OROY | BusinessNameControlTxt |
| Phone | 4062702659 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1079 | AddressLine1 |
| City | KALISPELL | City |
| State | MT | State |
| ZIP Code | 59903 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE ENNIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4062702659 | PhoneNum |
| Signature | 2014-05-09 | 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 |
| Preparation | 2014-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,098,128 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $268,886 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $268,886 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $268,886 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $542,822 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $687,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $542,822 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $811,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $811,708 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $268,886 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $58,960 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,688 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $41,272 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,400 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,003 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,902 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,101 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,462 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,731 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,731 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $750 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,750 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,141 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,141 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,882 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $565 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,317 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,875 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,163 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,712 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $25 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $8 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $17 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,754 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,424 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,330 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,002 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,372 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,630 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $622,665 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $622,665 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $742,667 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,372 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $697,295 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $766,336 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $268,886 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $429,804 | CashBOYAmt |
| Cash EOY | $643,384 | CashEOYAmt |
| Cash EOYFMV | $643,384 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,868,178 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,723,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,454,744 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,297,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,366,920 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,098,128 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,640 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,537 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,640 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,537 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,296,342 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,365,383 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,296,342 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,365,383 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,297,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,366,920 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,296,342 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,041 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,365,383 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,365,383 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2440 SH VANGUARD SPECIALIZED FUNDS | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2008-12-02 | AcquiredDt |
| Sold | 2013-11-07 | SoldDt |
| Gross Sales Price | $175,599 | GrossSalesPriceAmt |
| Cost Or Other Basis | $144,643 | CostOrOtherBasisAmt |
| Gain Or Loss | $30,956 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $30,956 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $542,822 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $636,806 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,530,339 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084565 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $546,743 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,281,564 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075086 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,936,589 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,477,730 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.415351 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $527,427 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,154,463 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073720 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $473,969 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,081,335 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058650 | DistributionYr5Rt |
| Total Distribution | 0.707372 | TotalDistributionRt |
| Average Distribution | 0.141474 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,039,325 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,137,355 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,663 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,145,018 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $697,295 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,327 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,327 | SubtotalAmt |
| Tax Based On Investment Income | $15,327 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,696 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,696 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,631 | TaxDueAmt |
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 |
| 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FELICIA ENNIS | IndividualWithBooksNm |
| Phone | 4062232595 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1385 | AddressLine1 |
| City | LIVINGSTON | City |
| State | MT | State |
| ZIP Code | 59047 | ZIPCode |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRUCE ENNIS | ||||||||
| PO BOX 1079 | KALISPELL | MT | 59903 | PRESIDENT/TR | 4.00 | $0 | $0 | $0 |
| MARGARET DAVIS | ||||||||
| PO BOX 1079 | KALISPELL | MT | 59903 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| LW PETERSEN | ||||||||
| PO BOX 639 | BILLINGS | MT | 59103 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JEAN AGATHER | ||||||||
| PO BOX 1079 | KALISPELL | MT | 59903 | FOUNDATION M | 25.00 | $58,960 | $1,683 | $0 |
| 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 |
| Description2 | REFER TO THE FORM 990-PF PART XV AND STATEMENTS 11 & 12 FOR THE DIRECT CHARITABLE GRANTS PAID OR APPROVED DURING THE YEAR. | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,798,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $363,678 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,161,751 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,161,751 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,426 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,039,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $401,966 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $401,966 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,327 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,327 | TotalTaxAmt |
| Distributable Before Adj | $386,639 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $386,639 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $386,639 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $697,295 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $697,295 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $697,295 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $386,639 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $173,222 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,466,784 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $188,910 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $270,979 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,099,895 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $697,295 | QualifyingDistributionsAmt |
| Applied To Current Year | $386,639 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $310,656 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,410,551 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,410,551 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $173,222 | ExcessFromYear4Amt |
| Excess From Year3 | $3,466,784 | ExcessFromYear3Amt |
| Excess From Year2 | $188,910 | ExcessFromYear2Amt |
| Excess From Year1 | $270,979 | ExcessFromYear1Amt |
| Excess From Current Year | $310,656 | 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 | FELICIA ENNIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1385 | AddressLine1 |
| City | LIVINGSTON | City |
| State | MT | State |
| ZIP Code | 59047 | ZIPCode |
| 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 (57 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF PARK CO | |||||||
| 105 S SECOND ST | LIVINGSTON | MT | 59047 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| BIG SKY INSTITUTE | |||||||
| PO BOX 1514 | HELENA | MT | 59624 | NONE | N/A | FURTHER EXEMPT PURPOSE | $17,000 |
| BOYS AND GIRLS CLUBFLTH RESERVATIO | |||||||
| PO BOX 334 | RONAN | MT | 59864 | NONE | N/A | FURTHER EXEMPT PURPOSE | $27,000 |
| BOYS AND 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 |
| BOYS & GIRLS CLUB OF THE N CHEYENN | |||||||
| PO BOX 309 | LAME DEER | MT | 59043 | NONE | N/A | FURTHER EXEMPT PURPOSE | $40,000 |
| MONTANA NONPROFIT ASSOCIATION | |||||||
| PO BOX 1744 | HELENA | MT | 59624 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| FAMILY PROMISE YELLOWSTONE COUNTY | |||||||
| 40 10TH ST W | BILLINGS | MT | 59102 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| 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 |
| CASA FOR KIDS | |||||||
| PO BOX 271 | KALISPELL | MT | 59903 | NONE | N/A | FURTHER EXEMPT PURPOSE | $35,000 |
| CENTRAL MONTANA YOUTH MENTORING | |||||||
| PO BOX 532 | LEWISTOWN | MT | 59457 | NONE | N/A | FURTHER EXEMPT PURPOSE | $7,000 |
| INNOCENCE PROJECT | |||||||
| PO BOX 7607 | MISSOULA | MT | 59807 | NONE | N/A | FURTHER EXEMPT PURPOSE | $7,500 |
| EASTERN MONTANA CASA | |||||||
| PO BOX 1234 | MILES CITY | MT | 59301 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| FLATHEAD COUNTY AGENCY ON AGING | |||||||
| 160 KELLY ROAD A | KALISPELL | MT | 59901 | NONE | N/A | ELDERLY ASSISTANCE | $10,000 |
| HOPA MOUNTAIN FOUNDATION | |||||||
| 234 E BABCOCK SUITE E | BOZEMAN | MT | 59715 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| HUMAN THERAPY ON HORSEBACK | |||||||
| PO BOX 5565 | KALISPELL | MT | 59903 | NONE | N/A | FURTHER EXEMPT PURPOSE | $10,000 |
| INTERMOUNTAIN HOMES | |||||||
| 500 S LAMBORN | HELENA | MT | 59601 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| LITERACY VOLUNTEERS OF FLTHD CNTY | |||||||
| PO BOX 3234 | KALISPELL | MT | 59903 | NONE | N/A | FURTHER EXEMPT PURPOSE | $25,000 |
| MONTANA CASA | |||||||
| 131 REEDERS ALLEY | HELENA | MT | 59601 | NONE | N/A | FURTHER EXEMPT PURPOSE | $25,000 |
| MONTANA FOOD BANK NETWORK | |||||||
| 5625 EXPRESSWAY | MISSOULA | MT | 59808 | NONE | N/A | FURTHER EXEMPT PURPOSE | $25,000 |
| PLANNED PARENTHOOD MONTANA | |||||||
| 2525 4TH AVE N SUITE 201 | BILLINGS | MT | 59101 | NONE | N/A | FURTHER EXEMPT PURPOSE | $40,000 |
| ROCKS-KEEPING OUR KIDS FIRST | |||||||
| PO BOX 972 | MILES CITY | MT | 59301 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| TAMARACK GRIEF RESOURCE CENTER | |||||||
| 516 S ORANGE ST | MISSOULA | MT | 59801 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| THE PARENTING PLACE | |||||||
| PO BOX 3805 | MISSOULA | MT | 59806 | NONE | N/A | FURTHER EXEMPT PURPOSE | $16,000 |
| FLATHEAD YOUTH HOMES | |||||||
| 825 E OREGON | KALISPELL | MT | 59901 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| YWCA BILLINGS | |||||||
| 909 WYOMING AVE | BILLINGS | MT | 59101 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| PHILANTHROPY NORTHWEST | |||||||
| 2505 3RD AVE SUITE 200 | SEATTLE | WA | 98121 | NONE | N/A | FURTHER EXEMPT PURPOSE | $4,015 |
| PARK COUNTY COMMUNITY FNDTN | |||||||
| PO BOX 2199 | LIVINGSTON | MT | 59047 | NONE | N/A | FURTHER EXEMPT PURPOSE | $5,000 |
| SECOND SEASONN CHEYENNE RES | |||||||
| PO BOX 315 | LAME DEER | MT | 59043 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| SCH DIST 5BRIDGES | |||||||
| 233 1ST AVE E | KALISPELL | MT | 59901 | NONE | N/A | AUTISM PROGRAM SUPPORT | $24,150 |
| NORTH VALLEY FOOD BANK | |||||||
| PO BOX 142 | WHITEFISH | MT | 59937 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| HOCKADAY MUSEUM OF ART | |||||||
| 302 2ND AVE E | KALISPELL | MT | 59901 | NONE | N/A | FURTHER EXEMPT PURPOSE | $3,000 |
| MONTANA ORAL HEALTH FOUNDATION | |||||||
| PO BOX 1154 | HELENA | MT | 59624 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| SHEPHERD'S HAND FREE CLINIC | |||||||
| 5150 RIVER LAKES PARKWAY | WHITEFISH | MT | 59937 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| WEST VALLEY SCHOOL | |||||||
| 2290 FARM TO MARKET ROAD | KALISPELL | MT | 59901 | NONE | N/A | PROGRAM ASSISTANCE | $1,000 |
| FLATHEAD CITYCNTY HEALTH DEPT | |||||||
| 1035 1ST AVE W | KALISPELL | MT | 59901 | NONE | N/A | FLU SHOTS FOR ELDERLY | $1,000 |
| GLACIER SYMPHONY AND CHORALE | |||||||
| PO BOX 2491 | KALISPELL | MT | 59901 | NONE | N/A | FURTHER EXEMPT PURPOSE | $2,000 |
| SAVE A SISTERFLTHD CANCER AID SVCS | |||||||
| 2555 DILLON RD | WHITEFISH | MT | 59937 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| ST MATTHEWSWINTER JACKETS | |||||||
| 602 S MAIN ST | KALISPELL | MT | 59901 | NONE | N/A | COATS FOR KIDS | $1,000 |
| PARK COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 2199 | LIVINGSTON | MT | 59047 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| COUNTER POINT | |||||||
| 116 EAST LEWIS ST | LIVINGSTON | MT | 59047 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| SHIFT EMPOWERMENT PROGRAMS | |||||||
| PO BOX 193 | LIVINGSTON | MT | 59047 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| PARK COUNTY SENIOR CENTER | |||||||
| 206 S MAIN ST | LIVINGSTON | MT | 59047 | NONE | N/A | FURTHER EXEMPT PURPOSE | $2,000 |
| IQRA FUND | |||||||
| 405 EL CAMINO REAL 201 | MENLO PARK | CA | 94025 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| YELLOWBIRD7TH GEN FUND | |||||||
| PO BOX 4569 | ARCATA | CA | 95518 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| LINCOLN COUNTY FOUNDATION | |||||||
| PO BOX 490 | LIBBY | MT | 59923 | NONE | N/A | FURTHER EXEMPT PURPOSE | $2,000 |
| WEST SHORE LIBRARY | |||||||
| PO BOX 107 | LAKESIDE | MT | 59922 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| LAKESIDE QUICK RESPONSE | |||||||
| PO BOX 911 | LAKESIDE | MT | 59922 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,500 |
| OVERCOMER'S RECOVERY | |||||||
| 1108 UTAH AVE | LIBBY | MT | 59923 | 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 |
| YOUTH HOMES OF THE FLATHEAD | |||||||
| 825 E OREGON ST | KALISPELL | MT | 59901 | NONE | N/A | FURTHER EXEMPT PURPOSE | $2,000 |
| U OF MYELLOW BAY BIOLOGICAL STATIO | |||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | NONE | N/A | PROGRAM SUPPORT | $1,000 |
| HOLTER MUSEUM OF ART | |||||||
| 12 E LAWRENCE | HELENA | MT | 59601 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,500 |
| MONTANA WOODEN BOAT FNDTN | |||||||
| 875 LAKESIDE BLVD | LAKESIDE | MT | 59922 | NONE | N/A | FURTHER EXEMPT PURPOSE | $2,000 |
| THE LIGHTHOUSE CHRISTIAN HOME | |||||||
| PO BOX 8931 | KALISPELL | MT | 59904 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,500 |
| AMERICAN RED CROSS-MT CHAPTER | |||||||
| 1300 28TH STREET SOUTH | GREAT FALLS | MT | 59405 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $622,665 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,886 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $542,822 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $811,708 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $811,708 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,462 | Amt |
| Net Investment Income | $1,731 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,731 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| BRUCE ENNIS |
| MARGARET DAVIS |
| LW PETERSEN |
| JEAN AGATHER |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DAIN RAUSCHER ACCOUNT | $156,581 | $164,075 |
| TIFF MUTUAL FUNDS | $6,566,955 | $7,290,669 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $41 | $12 | $29 |
| INSURANCE | $1,821 | $546 | $1,275 |
| SECRETARY OF STATE FILING FEE | $30 | $9 | $21 |
| POSTAGE AND FREIGHT | $501 | $150 | $351 |
| DUES AND SUBSCRIPTIONS | $1,397 | $419 | $978 |
| COMPUTER SERVICE/SUPPORT | $258 | $77 | $181 |
| SUPPLIES | $671 | $201 | $470 |
| PROFESSIONAL DEVELOPMENT | $35 | $10 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT CONSULTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
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 | C/O PO BOX 1079 | AddressLine1 |
| City | KALISPELL | City |
| State | MT | State |
| ZIP Code | 59903 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2012 EXCISE TAX | $4,445 | $4,445 |
| 2013 ESTIMATED EXCISE TAX | $10,696 | $10,696 |
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