REAP FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- REAP FOUNDATION (EIN 41-2261098)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201431349349101838
- Schema version
- 2012v2.1
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T12:53:23-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942913900 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOELL AGNEW & MORSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 NORTH DEMAREE | AddressLine1 |
| City | VISALIA | City |
| State | CA | State |
| ZIP Code | 932914101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412261098 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REAP FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | REAP | NameControl |
| Phone | 5413865598 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3004 FIR MOUNTAIN ROAD | AddressLine1 |
| City | HOOD RIVER | City |
| State | OR | State |
| ZIP Code | 97031 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | POLLY EVANS | Name |
| Title | CFO/SECRETARY | Title |
| Phone | 5413865598 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTHEA V NOELL | Name |
| PTIN | P00436712 | PTIN |
| Phone | 5597335500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 576754 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 283244 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 61 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 61 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12186 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12186 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 923 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 923 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 923 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 296414 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13170 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1933 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1933 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1938 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1933 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 92502 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 92502 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 94440 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1933 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 92502 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 201974 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11237 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 373705 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 51122 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 51122 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 60343 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 73669 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 464214 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 451963 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 373705 | TotalAssetsBOY |
| Total Assets EOY | 575679 | TotalAssetsEOY |
| Total Assets EOYFMV | 576754 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 373705 | RetainedEarningsBOY |
| Retained Earnings EOY | 575679 | RetainedEarningsEOY |
| Total Net Assets BOY | 373705 | TotalNetAssetsBOY |
| Total Net Assets EOY | 575679 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 373705 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 575679 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 373705 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 201974 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 575679 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 575679 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 923 | GrossSalesPrice |
| Gain Or Loss | 923 | GainOrLoss |
| Gains Minus Excess Or Losses | 923 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 923 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 87541 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 360890 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.242570 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 110260 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 277664 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.397099 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 103239 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.029059 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1980 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 63146 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.031356 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 48105 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.000000 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.700084 | TotalDistributionRatio |
| Average Distribution Ratio | 0.140017 | AverageDistributionRatio |
| Net Noncharitable Assets | 485073 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 67918 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 112 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 68030 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 92502 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 112 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 112 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 112 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 19 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 93 | TaxPaidWithExtension |
| Total Credits And Payments | 112 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | POLLY EVANS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5413865598 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3004 FIR MOUNTAIN ROAD | AddressLine1 |
| City | HOOD RIVER | City |
| State | OR | State |
| ZIP Code | 97031 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DAVID O EVANS | ||||||||
| 3004 FIR MOUNTAIN ROAD | HOOD RIVER | OR | 97031 | DIRECTOR, PRESIDENT/CHAIRM | 2.00 | 0 | 0 | 0 |
| POLLY M EVANS | ||||||||
| 3004 FIR MOUNTAIN ROAD | HOOD RIVER | OR | 97031 | DIRECTOR, CFO/SECRETARY | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 443653 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 48807 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 492460 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 492460 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7387 | CashDeemedCharitable |
| Net Noncharitable Assets | 485073 | NetNoncharitableAssets |
| Minimum Investment Return | 24254 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 24254 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 112 | TaxBasedOnInvestmentIncome |
| Total Tax | 112 | TotalTax |
| Distributable Amount Before Adj | 24142 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 24142 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 24142 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 92502 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 92502 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 112 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 92390 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 24142 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 61172 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 61172 | TotalExcessDistriCarryover |
| Qualifying Distributions | 92502 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 24142 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 68360 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 129532 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 129532 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 61172 | ExcessFromYear1 |
| Excess From Current Year | 68360 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID O EVANS | ContributingManager |
| Contributing Manager | POLLY M EVANS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| YOUTH CENTERS OF AMERICA | |||||||
| 255 N FULTON STREET | FRESNO | CA | 93704 | NONE | 501(C)3 | CONTRIBUTION TO GENERAL FUND | $600 |
| HOOD RIVER COUNTY SMART | |||||||
| PO BOX 51 | HOOD RIVER | OR | 97031 | NONE | 501(C)3 | CONTRIBUTION TO GENERAL FUND | $5,000 |
| LINDSAY UNIFIED SCHOOL DISTRICT | |||||||
| 371 E HERMOSA | LINDSAY | CA | 93247 | NONE | PUBLIC SCHOOL | CONTRIBUTION TO GENERAL FUND | $79,402 |
| ST ANNE'S SCHOLARSHIP - ROMAN CATHOLIC DIOCESE OF FRESNO | |||||||
| 1550 NORTH FRESNO STREET | FRESNO | CA | 93703 | NONE | 501(C)3 | CONTRIBUTION TO GENERAL FUND | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 92502 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $61 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,186 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $923 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $13,170 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 13170 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | DAVID AND POLLY EVANS | 3004 FIR MOUNTAIN ROAD | HOOD RIVER | OR | 97031 | 233244 | X |
| 2 | ROBERT AND BETSEY RENIERS | 710 NORTH SILVERVALE DRIVE | VISALIA | CA | 93291 | 50000 | X |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (5 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| HARBOR BOND FUND INSTITUTIONAL CLASS | 98799 | 93124 |
| PIMCO LOW DURATION FUND INSTITUTIONAL | 97411 | 94228 |
| T ROWE PRICE HIGH YIELD | 53143 | 53460 |
| T ROWE PRICE SHORT-TERM BOND | 107511 | 105633 |
| VANGUARD SHORT-TERM BOND PORTFOLIO | 107350 | 105518 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SEQUOIA FUND | 31460 | 39800 |
| SPDR DOW JONES INDL AVERAGE ETF TR UNIT | 28883 | 33869 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 5 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER ADVISORY FEES | Category |
| Amount | $1,933 | Amount |
| Net Investment Income | 1933 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| DAVID O EVANS | |||
| 3004 FIR MOUNTAIN ROAD | HOOD RIVER | OR | 97031 |
| POLLY M EVANS | |||
| 3004 FIR MOUNTAIN ROAD | HOOD RIVER | OR | 97031 |
| ROBERT RENIERS | |||
| 710 NORTH SILVERVALE | VISALIA | CA | 93291 |
| BETSEY RENIERS | |||
| 710 NORTH SILVERVALE | VISALIA | CA | 93291 |
Comments