WETTER FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WETTER FOUNDATION (EIN 20-1157724)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-29
- IRS object ID
- 201221509349100517
- Schema version
- 2011v1.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-29T14:01:26-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930428202 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOLATORE SCROGGIN PETERSON & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 PINE STREET | AddressLine1 |
| City | KLAMATH FALLS | City |
| State | OR | State |
| ZIP Code | 97601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201157724 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WETTER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WETT | NameControl |
| Phone | 6025952444 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2124 | AddressLine1 |
| City | CAREFREE | City |
| State | AZ | State |
| ZIP Code | 85377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA L WETTER | Name |
| Title | DIRECTOR | Title |
| Phone | 6025952444 | Phone |
| Date Signed | 2012-05-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY SCROGGIN | Name |
| PTIN | P00136209 | PTIN |
| Phone | 5418844164 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1105587 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 257795 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 10660 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 10660 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 27220 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 27220 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -10347 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 295614 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 285328 | TotalRevenueAndExpenses |
| Total Net Investment Income | 37880 | 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 |
| Legal Fees Rev And Expnss | 106 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 106 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2950 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2950 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 15536 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 15536 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 909 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 106 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 19501 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 15536 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3162 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 58000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 58000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 77501 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 15536 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 61162 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 207827 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22344 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 20524 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 141870 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 141870 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 785166 | InvestmentsOtherBOY |
| Investments Other EOY | 866036 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 963717 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 805690 | TotalAssetsBOY |
| Total Assets EOY | 1007906 | TotalAssetsEOY |
| Total Assets EOYFMV | 1105587 | 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 | 805690 | RetainedEarningsBOY |
| Retained Earnings EOY | 1007906 | RetainedEarningsEOY |
| Total Net Assets BOY | 805690 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1007906 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 805690 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1007906 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 805690 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 207827 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1013517 | Subtotal |
| Other Decreases | 5611 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1007906 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-RIM SMALL CAP | P | 13806 | 8240 | 5566 | 5566 |
| PUBLICLY TRADED SECURITIES-RIM LARGE CAP | P | 123619 | 135623 | -12004 | -12004 |
| PUBLICLY TRADED SECURITIES-RIM FIXED FUNDS | P | 80494 | 79261 | 1233 | 1233 |
| PUBLICLY TRADED SECURITIES-RIM MUTUAL FUNDS | P | 77695 | 82837 | -5142 | -5142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -10347 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 45418 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 839107 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054127 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 52530 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 805696 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.065198 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 55209 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1103857 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050015 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 78697 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1402553 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.056110 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 69020 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1337671 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051597 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.277047 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055409 | AverageDistributionRatio |
| Net Noncharitable Assets | 904782 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 50133 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 223 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 50356 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 61162 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 223 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 223 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 223 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 560 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 560 | TotalCreditsAndPayments |
| Overpayment | 337 | Overpayment |
| Amount Credited To Next Year | 337 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OR | 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 | TERRENCE J SCROGGIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5418844164 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 PINE STREET | AddressLine1 |
| City | KLAMATH FALLS | City |
| State | OR | State |
| ZIP Code | 97601 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| LARRY V WETTER | ||||||||
| PO BOX 2124 | CAREFREE | AZ | 85377 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| PATRICIA LA RUE WETTER | ||||||||
| PO BOX 2124 | CAREFREE | AZ | 85377 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| JOHN W WETTER | ||||||||
| 976 HARBOR ISLES BLVD | KLAMATH FALLS | OR | 97601 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| SYDNEY A WETTER | ||||||||
| 5934 EVENING GLOW DRIVE | SCOTTSDALE | AZ | 85262 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| DAVID L WETTER | ||||||||
| 1811 CALHOUN STREET | KLAMATH FALLS | OR | 97601 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| COURTNEY M WETTER | ||||||||
| 27186 SW WOOD AVE | WILSONVILLE | OR | 97070 | DIRECTOR | 0.10 | 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 | 861102 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 57458 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 918560 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 918560 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13778 | CashDeemedCharitable |
| Net Noncharitable Assets | 904782 | NetNoncharitableAssets |
| Minimum Investment Return | 45239 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 45239 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 223 | TaxBasedOnInvestmentIncome |
| Total Tax | 223 | TotalTax |
| Distributable Amount Before Adj | 45016 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 45016 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 45016 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 61162 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 61162 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 223 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 60939 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 45016 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 6988 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 10343 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 530 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 12455 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 4007 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 34323 | TotalExcessDistriCarryover |
| Qualifying Distributions | 61162 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 45016 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 16146 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 50469 | 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 | 6988 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 43481 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 10343 | ExcessFromYear4 |
| Excess From Year3 | 530 | ExcessFromYear3 |
| Excess From Year2 | 12455 | ExcessFromYear2 |
| Excess From Year1 | 4007 | ExcessFromYear1 |
| Excess From Current Year | 16146 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LARRY V WETTER | ContributingManager |
| Contributing Manager | PATRICIA LA RUE WETTER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BRIDGING AZ FURNITURE BANK | ||||||
| 25 N EXTENSION ROAD | MESA | AZ | 85201 | 509A1 | GENERAL OPERATIONS | $1,000 |
| CITIZENS FOR SAFE SCHOOLS | ||||||
| PO BOX 243 | KLAMATH FALLS | OR | 97601 | 509A1 | GENERAL OPERATIONS | $1,500 |
| DIOCESE OF PHOENIX-CDA | ||||||
| 400 EAST MONROE STREET | PHOENIX | AZ | 85004 | 509A1 | GENERAL OPERATIONS | $1,000 |
| FOOTHILLS CARING CORP | ||||||
| 7275 E EASY STREET STE B103B104 | CAREFREE | AZ | 85377 | 509A1 | GENERAL OPERATIONS | $25,500 |
| OUR LADY OF JOY | ||||||
| 36811 N PIMA ROAD | CAREFREE | AZ | 85377 | 509A1 | GENERAL OPERATIONS | $11,000 |
| STEVE BRENN SMART LEGACY FUND | ||||||
| 740 MAIN ST | KLAMATH FALLS | OR | 97601 | 509A1 | GENERAL OPERATIONS | $5,000 |
| Y ANGELS - YMCA | ||||||
| 350 N 1ST AVENUE | PHOENIX | AZ | 85003 | 509A1 | GENERAL OPERATIONS | $3,000 |
| THE CATHOLIC UNIVERSITY OF AMERICA | ||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | 509A1 | GENERAL OPERATIONS | $2,000 |
| VILLE DE MARIE ACADEMY | ||||||
| 6535 E OSBORN RD STE 404 | SCOTTSDALE | AZ | 85251 | 509A1 | GENERAL OPERATIONS | $5,000 |
| CAREFREE CHRISTOPHER COLUMBUS ASSOCIATION | ||||||
| PO BOX 1359 | CAREFREE | AZ | 85377 | 509A1 | GENERAL OPERATIONS | $500 |
| K2 ADVENTURES FOUNDATION | ||||||
| 17893 N 94TH WAY | SCOTTSDALE | AZ | 85255 | 509A1 | GENERAL OPERATIONS | $500 |
| ST THOMAS AQUINAS CHURCH | ||||||
| 13720 W THOMAS RD | AVONDALE | AZ | 85392 | 509A1 | GENERAL OPERATIONS | $500 |
| KLAMATH LAKE COUNTY FOOD BANK | ||||||
| 3231 MAYWOOD DR | KLAMATH FALLS | OR | 97603 | 509A1 | GENERAL OPERATIONS | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 58000 | 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 | $10,660 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $27,220 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$10,347 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $27,533 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 27533 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | LARRY V WETTER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2124 | AddressLine1 |
| City | CAREFREE | City |
| State | AZ | State |
| ZIP Code | 85377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 257717 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,950 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2950 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| RIM - MID/SMALL CAP FUND | AT COST | 101564 | 144434 |
| RIM - LARGE CAP FUND | AT COST | 169542 | 224760 |
| RIM - FIXED | AT COST | 594930 | 594523 |
| RIM - MUTUAL FUNDS | AT COST | 0 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $106 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 106 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN/LOSS ON CONTRIBUTION RECEIVED | Description |
| Amount | $5,611 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT BROKER FEES | Category |
| Amount | $15,536 | Amount |
| Net Investment Income | 15536 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | LARRY V AND PATSY L WETTER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2124 | AddressLine1 |
| City | CAREFREE | City |
| State | AZ | State |
| ZIP Code | 85377 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OREGON DEPT OF JUSTICE FEES | $106 | 0 | 106 |
| FEDERAL INCOME TAXES | $803 | 0 | 0 |
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