ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR (EIN 22-6930631)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201301359349102220
- Schema version
- 2012v2.0
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T13:58:28-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harrigan Price Fronk & Co LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 SW Colorado Ave Suite 200 | AddressLine1 |
| City | Bend | City |
| State | OR | State |
| ZIP Code | 97702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226930631 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Roundhouse Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROUN | NameControl |
| Phone | 5415494072 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1784 | AddressLine1 |
| City | Sisters | City |
| State | OR | State |
| ZIP Code | 97759 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHY DEGGENDORFER | Name |
| Title | Trustee | Title |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WESLEY B PRICE III | Name |
| PTIN | P00051001 | PTIN |
| Phone | 5413824791 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6262510 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 865500 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3105 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3105 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 3105 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 131749 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 131749 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 131749 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 10507 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 217651 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10507 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1010861 | TotalRevenueAndExpenses |
| Total Net Investment Income | 145361 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 134854 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1680 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 35401 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 32577 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 4961 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4961 | TaxesNetInvstIncm |
| Occupancy Rev And Expnss | 1980 | OccupancyRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 4009 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 4009 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2903 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1507 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 50934 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 37538 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5516 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 258825 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 258825 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 309759 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 37538 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 264341 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 701102 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 107823 | NetInvestmentIncome |
| Adjusted Net Income | 134854 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 666691 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 414864 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 414864 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 19937 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 176474 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 176474 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 180517 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 4401242 | InvestmentsOtherBOY |
| Investments Other EOY | 5374108 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5667129 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5264344 | TotalAssetsBOY |
| Total Assets EOY | 5965446 | TotalAssetsEOY |
| Total Assets EOYFMV | 6262510 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 5264344 | RetainedEarningsBOY |
| Retained Earnings EOY | 5965446 | RetainedEarningsEOY |
| Total Net Assets BOY | 5264344 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5965446 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5264344 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5965446 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5264344 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 701102 | ExcessOfRevenueOverExpenses |
| Subtotal | 5965446 | Subtotal |
| Total Net Assets Fund Balances EOY | 5965446 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset |
|---|---|
| 65906 | |
| Capital Gain Dividends |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10507 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -1532 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 246590 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4486614 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05496 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 122952 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2421927 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05077 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 101306 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1932503 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05242 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 73535 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1512278 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04863 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 40131 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 779427 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05149 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.25826 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05165 | AverageDistributionRatio |
| Net Noncharitable Assets | 5264958 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 271946 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1078 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 273024 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 264341 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2156 | InvestmentIncomeExciseTax |
| Subtotal | 2156 | Subtotal |
| Tax Based On Investment Income | 2156 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1040 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1040 | TotalCreditsAndPayments |
| Tax Due | 1116 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OR | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kathy Deggendorfer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5415494072 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1784 | AddressLine1 |
| City | Sisters | City |
| State | OR | State |
| ZIP Code | 97759 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | KATHLEEN DEGGENDORFER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1784 | AddressLine1 |
| City | SISTERS | City |
| State | OR | State |
| ZIP Code | 97759 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | Title |
| Avg Hours Per Wk Devoted To Position | 5.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5046556 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 298579 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5345135 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 5345135 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 80177 | CashDeemedCharitable |
| Net Noncharitable Assets | 5264958 | NetNoncharitableAssets |
| Minimum Investment Return | 263248 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 263248 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2156 | TaxBasedOnInvestmentIncome |
| Total Tax | 2156 | TotalTax |
| Distributable Amount Before Adj | 261092 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 261092 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 261092 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 264341 | ExpensesAndContributions |
| Qualifying Distributions | 264341 | QualifyingDistributions |
| Adj Qualifying Distributions | 264341 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 261092 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 2047 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 5409 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3075 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 24285 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 34816 | TotalExcessDistriCarryover |
| Qualifying Distributions | 264341 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 261092 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3249 | RemainingDistriFromCorpus |
| Total Corpus | 38065 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 2047 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 36018 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 5409 | ExcessFromYear3 |
| Excess From Year2 | 3075 | ExcessFromYear2 |
| Excess From Year1 | 24285 | ExcessFromYear1 |
| Excess From Current Year | 3249 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ARTSCENTRAL | |||||||
| 15 SW COLORADO SUITE 100 | BEND | OR | 97702 | NONE | 501(C)(3) | VAN GO PROJECT FOR RURAL AREAS | $5,000 |
| SISTERS HIGH SCHOOL | |||||||
| 1700 W MCKINNEY BUTTE ROAD | SISTERS | OR | 97759 | NONE | 501(C)(3) | OUTLAWS BLACK & WHITE CLUB SPONSORSHIP | $2,500 |
| TEN FRIENDS PROJECT | |||||||
| PO BOX 868 | SISTERS | OR | 97759 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| MARIE LAMFROM CHARITABLE FOUNDATION | |||||||
| 1969 WILLAMETTE FALLS DRIVE | WEST LINN | OR | 97068 | NONE | 501(C)(3) | YOUTH MUSIC PROGRAM; GENERAL OPERATING SUPPORT | $5,000 |
| FURRY FRIENDS FOUNDATION INC | |||||||
| PO BOX 698 | SISTERS | OR | 97759 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,500 |
| SISTERS GOOD SAMARITANS MINISTRIES | |||||||
| PO BOX 752 | SISTERS | OR | 97759 | NONE | 501(C)(3) | SOUND OF MUSIC SING-ALONG PROGRAM | $1,000 |
| CASCADE HORIZON BAND | |||||||
| PO BOX 2271 | BEND | OR | 97709 | NONE | 501(C)(3) | PERCUSSION INSTRUMENT GRANT | $5,000 |
| LET THERE BE ARTS | |||||||
| PO BOX 453 | LINCOLN CITY | OR | 97367 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| CENTRAL OREGON LAND WATCH | |||||||
| 623 NW HILLS ST 1 | BEND | OR | 97701 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,000 |
| WOMENS RESOURCE CENTER OF CENTRAL O | |||||||
| PO BOX 8693 | BEND | OR | 97708 | NONE | 501(C)(3) | HARMONY FOR WOMEN PROGRAM | $1,000 |
| SISTERS ROTARY FOUNDATION | |||||||
| PO BOX 1286 | SISTERS | OR | 97759 | NONE | 501(C)(3) | FIJI EYE PROJECT MATCHING GRANT AND GENERAL OPERATING SUPPORT | $4,500 |
| DESCHUTES RIVER CONSERVANCY | |||||||
| 700 NW HILL ST | BEND | OR | 97701 | NONE | 501(C)(3) | OUTREACH FILM PROJECTS | $7,500 |
| OSU FOUNDATION | |||||||
| 2600 NW COLLEGE WAY | BEND | OR | 97701 | NONE | 501(C)(3) | OSU-CASCADES FUND | $5,000 |
| VOLUNTEERS IN MEDICINE | |||||||
| 2300 NEFF ROAD | BEND | OR | 97701 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| UPPER DESCHUTES WATERSHED COUNCIL | |||||||
| PO BOX 1812 | BEND | OR | 97709 | NONE | 501(C)(3) | UPSTREAM PROJECT ON WHYCHUS CREEK AND TEACHING WORKSHOPS | $10,000 |
| OREGON STATE 4H FOUNDATION | |||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | NONE | 501(C)(3) | PUBLIC SPEAKING PROGRAM | $7,000 |
| OREGON PUBLIC BROADCASTING | |||||||
| 7140 SW MACADAM AV | PORTLAND | OR | 97228 | NONE | 501(C)(3) | OREGON ART BEAT, OREGON EXPERIENCE AND OREGON RURAL COUNTIES NETWORK SUPPORT | $15,000 |
| OREGON ADAPTIVE SPORTS | |||||||
| 60325 OB RILEY RD 12 | BEND | OR | 97701 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,500 |
| CONFLUENCE PROJECT | |||||||
| PO BOX 42243 | PORTLAND | OR | 97242 | NONE | 501(C)(3) | ARTS IN THE SCHOOLS - GIFTS FROM OUR ANCESTORS | $3,000 |
| CASA OF CENTRAL OREGON | |||||||
| 1130 NW HARRIMAN ST STE 122 | BEND | OR | 97701 | NONE | 501(C)(3) | YOUTH STRENGTH PROGRAMMING | $1,000 |
| OREGON CULTURAL TRUST | |||||||
| 775 SUMMER ST NE STE 200 | SALEM | OR | 97301 | NONE | 501(C)(3) | BEN WESTLUND MEMORIAL GRANT | $5,000 |
| OHSU FOUNDATIONCASEY EYE INSTITUTE | |||||||
| 3375 SW TERWILLIGER BLVD | PORTLAND | OR | 97239 | NONE | 501(C)(3) | SUPPORT FOR CEI INTERNATIONAL OPHTHALMOLOGY PROJECT | $30,575 |
| DESCHUTES PUBLICLIBRARY FOUNDATION | |||||||
| PO BOX 963 | BEND | OR | 97709 | NONE | 501(C)(3) | ANNUAL SUPPORT FOR NOVEL IDEA PROJECT | $2,500 |
| NATIONAL FOREST FOUNDATION | |||||||
| BLDG 27 SUITE 3 FORT MISSOULA RD | MISSOULA | MT | 59804 | NONE | 501(C)(3) | COMMUNITY BUILDING ARTS PROGRAMMING | $5,000 |
| SISTERS PARK AND REC DISTRICT | |||||||
| PO BOX 2215 | SISTERS | OR | 97759 | NONE | Public | SUMMER CAMP; AFTER SCHOOL PROGRAM; SKATE PARK | $11,250 |
| CALDERA | |||||||
| 224 NW 13TH AVE STE 304 | PORTLAND | OR | 97209 | NONE | 501(C)(3) | TEACHER EDUCATION PROJECT | $1,500 |
| THE NATURE OF WORDS | |||||||
| PO BOX 56 | BEND | OR | 97709 | NONE | 501(C)(3) | STOREFRONT PROJECT; WORDS WITHOUT WALLS PROGRAM | $5,000 |
| SISTERS SCHOOLS FOUNDATION | |||||||
| PO BOX 2155 | SISTERS | OR | 97759 | NONE | 501(C)(3) | ARTS AND SCIENCE CLUB IN THE SCHOOLS | $9,500 |
| SISTERS OUTDOOR QUILT SHOW | |||||||
| PO BOX 280 | SISTERS | OR | 97759 | NONE | 501(C)(3) | EVENT SPONSORSHIP | $11,500 |
| SISTERS FOLK FESTIVAL | |||||||
| PO BOX 3500 304 | SISTERS | OR | 97759 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 |
| SISTERS KIWANIS | |||||||
| PO BOX 1296 | SISTERS | OR | 97759 | NONE | n/a | FOOD BANK SUPPORT | $5,000 |
| HIGH DESERT MUSEUM | |||||||
| 59800 S HIGHWAY 97 | BEND | OR | 97702 | NONE | 501(C)(3) | KIDS CURATE PROGRAM | $7,500 |
| FAMILY ACCESS NETWORK | |||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | NONE | 501(C)(3) | GENERAL OPERATIONAL SUPPORT | $16,000 |
| DESCHUTES LAND TRUST | |||||||
| 210 NW IRVING AVE SUITE 102 | BEND | OR | 97701 | NONE | 501(C)(3) | GENERAL SUPPORT FOR LAND STEWARDSHIP | $45,000 |
| CASCADE COMMUNITY SCHOOL OF MUSIC | |||||||
| 200 NW PACIFIC PARK LANE | BEND | OR | 97701 | NONE | 501(C)(3) | PURCHASE OF 2 ELECTRIC DRUMS | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 258825 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,105 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $131,749 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,906 | ExclusionAmount |
| Related Or Exempt Function Income | -55399 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $200,760 | ExclusionAmount |
| Related Or Exempt Function Income | -55399 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 145361 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | 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 |
|---|---|---|---|---|---|---|---|
| 2 | KATHY FRANK DEGGENDORFER | 70300 CAMP POLK RD | SISTERS | OR | 97759 | 15000 | X |
| 1 | GERTRUDE BOYLE | 19790 WILDWOOD DRIVE | WEST LINN | OR | 97068 | 850000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $1,680 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 990-PF SECTION II-10BCORPORATE STOCK HOLDINGS:COLUMBIA SPORTSWEAR CO - $176,474COST BASIS | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | corporate stocks | NameOfStock |
| EOY Book Value | 176474 | EOYBookValue |
| EOYFMV | 180517 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 5374108 | BookValue |
| EOYFMV | 5667129 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| SUPPLIES | 799 | |
| POSTAGE | 37 | |
| EVENT COSTS | 1507 | 1507 |
| DUES & SUBSCRIPTIONS | 560 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $32,577 | 32577 | 0 | 0 |
| CONSULTANTS | $2,824 | 0 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | GERTURDE BOYLE | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19790 WILDWOOD DRIVE | AddressLine1 |
| City | WEST LINN | City |
| State | OR | State |
| ZIP Code | 97068 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| STATE INCOME TAX | $256 | 256 |
| FOREIGN TAX | $2,627 | 2627 |
| FEDERAL TAX | $2,078 | 2078 |
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