ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR (EIN 22-6930631)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-07
- IRS object ID
- 201241289349101109
- 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
- General Explanation Attachment
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-07T15:43:03-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WESLEY B PRICE III | Name |
| Phone | 5413824791 | 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 | 5046420 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 850500 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 6725 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6725 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 6725 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 124552 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 124552 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 124552 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 981777 | TotalRevenueAndExpenses |
| Total Net Investment Income | 131277 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 131277 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1918 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 1918 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 29091 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 26551 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2450 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3455 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3455 | TaxesNetInvstIncm |
| Occupancy Rev And Expnss | 1835 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 1835 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5925 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 5925 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 42224 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 30006 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12128 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 235475 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 235475 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 277699 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 30006 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 247603 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 704078 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 101271 | NetInvestmentIncome |
| Adjusted Net Income | 131277 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2146595 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 666691 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 666804 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 19937 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 19937 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 20720 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 176474 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 176474 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 157479 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 2217260 | InvestmentsOtherBOY |
| Investments Other EOY | 4401242 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4201417 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4560266 | TotalAssetsBOY |
| Total Assets EOY | 5264344 | TotalAssetsEOY |
| Total Assets EOYFMV | 5046420 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4560266 | RetainedEarningsBOY |
| Retained Earnings EOY | 5264344 | RetainedEarningsEOY |
| Total Net Assets BOY | 4560266 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5264344 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4560266 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5264344 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4560266 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 704078 | ExcessOfRevenueOverExpenses |
| Subtotal | 5264344 | Subtotal |
| Total Net Assets Fund Balances EOY | 5264344 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 122952 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2421927 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05077 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 101306 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1932503 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05242 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 73535 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1512278 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04863 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 40131 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 779427 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05149 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 37016 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 679200 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05450 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.25780 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05156 | AverageDistributionRatio |
| Net Noncharitable Assets | 4486614 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 231330 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1013 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 232343 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 247603 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1013 | InvestmentIncomeExciseTax |
| Subtotal | 1013 | Subtotal |
| Tax Based On Investment Income | 1013 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 25 | PenaltyForUnderpayment |
| Tax Due | 1038 | 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 | 3814852 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 740086 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4554938 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 4554938 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 68324 | CashDeemedCharitable |
| Net Noncharitable Assets | 4486614 | NetNoncharitableAssets |
| Minimum Investment Return | 224331 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 224331 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1013 | TaxBasedOnInvestmentIncome |
| Total Tax | 1013 | TotalTax |
| Distributable Amount Before Adj | 223318 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 223318 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 223318 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 247603 | ExpensesAndContributions |
| Qualifying Distributions | 247603 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1013 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 246590 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 223318 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 3739 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2047 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 5409 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3075 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 14270 | TotalExcessDistriCarryover |
| Qualifying Distributions | 247603 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 223318 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 24285 | RemainingDistriFromCorpus |
| Total Corpus | 38555 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 3739 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 34816 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2047 | ExcessFromYear4 |
| Excess From Year2 | 5409 | ExcessFromYear2 |
| Excess From Year1 | 3075 | ExcessFromYear1 |
| Excess From Current Year | 24285 | 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 |
|---|---|---|---|---|---|---|---|
| VOLUNTEERS IN MEDICINE | |||||||
| 2300 NEFF ROAD | BEND | OR | 97701 | NONE | 501(C)(3) | GENERAL OPERATING GRANT | $3,500 |
| UPPER DESCHUTES WATERSHED COUNCIL | |||||||
| PO BOX 1812 | BEND | OR | 97709 | NONE | 501(C)(3) | WATERSHED ART EDUCATION (ARTS IN THE SCHOOLS) | $12,100 |
| THE CENTER OF INDEPENDENT DOCUMENTA | |||||||
| 680 S MAIN ST | SHARON | MA | 02067 | NONE | 501(C)(3) | GLOBAL PROJECTS BY SISTERS AREA RESIDENTS - DOCUMENTARY LOST & FOUND | $500 |
| OREGON STATE 4H FOUNDATION | |||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | NONE | 501(C)(3) | 4-H PUBLIC SPEAKING AND PRESENTATIONS PROGRAMS | $7,500 |
| OREGON PUBLIC BROADCASTING | |||||||
| 7140 SW MACADAM AV | PORTLAND | OR | 97228 | NONE | 501(C)(3) | OREGON ART BEAT 2011/2012 SEASON | $10,000 |
| OREGON ADAPTIVE SPORTS | |||||||
| PO BOX 1737 | BEND | OR | 97709 | NONE | 501(C)(3) | GENERAL OPERATING FUNDS | $1,000 |
| NESKOWIN COAST FOUNDATION | |||||||
| PO BOX 65 | OTIS | OR | 97368 | NONE | 501(C)(3) | ENDOWMENT FOR OPERATIONS | $5,000 |
| KEMPLE MEMORIAL CHILDREN'S DENTAL C | |||||||
| 63360 NW BRITTA ST | BEND | OR | 97701 | NONE | 501(C)(3) | GENERAL OPERATIONS GRANT | $500 |
| HIGH DESERT JOURNAL | |||||||
| PO BOX 7647 | BEND | OR | 97708 | n/a | 501(C)(3) | COLUMBIA RIVER NATIVE AMERICANS BOOK PROJECT | $15,000 |
| GIRL SCOUTS OR OREGON AND SW WASHIN | |||||||
| 908 NE 4TH STREET 101 | BEND | OR | 97701 | n/a | 501(C)(3) | GIRL SCOUT ASSISTANCE FUND | $1,500 |
| ETHOS MUSIC CENTER | |||||||
| 2 N KINNINGSWORTH ST | PORTLAND | OR | 97217 | NONE | 501(C)(3) | ETHOS RURAL MUSIC CORP | $2,000 |
| EQUINE OUTREACH INC | |||||||
| 63220 SILVUS RD | BEND | OR | 97701 | NONE | 501(C)(3) | GENERAL OPERATIONS GRANT. | $500 |
| CONFLUENCE PROJECT | |||||||
| PO BOX 42243 | PORTLAND | OR | 97242 | NONE | 501(C)(3) | INTERGENERATIONAL ARTS PROGRAM, GIFTS FROM OUR ANCESTORY | $1,000 |
| CASA OF CENTRAL OREGON | |||||||
| 1130 NW HARRIMAN ST STE 122 | BEND | OR | 97701 | NONE | 501(C)(3) | YOUTH STRENGTH PROGRAM 2011 YEAR END | $500 |
| CAMP SHERMAN HISTORICAL SOCIETY | |||||||
| PO BOX 146 | CAMP SHERMAN | OR | 97730 | NONE | 501(C)(3) | DOCUMENTARY/HISTORY OF CAMP SHERMAN | $5,000 |
| ART IN PUBLIC PLACES | |||||||
| PO BOX 656 | BEND | OR | 97709 | NONE | 501(C)(3) | COMMUNITY BUILIDING ARTS PROGRAMMING FOUNDATION MATCH EFFORT | $5,000 |
| OREGON CULTURAL TRUST | |||||||
| 775 SUMMER ST NE STE 200 | SALEM | OR | 97301 | NONE | 501(C)(3) | BEN WESTLUND MEMORIUM GRANT | $5,000 |
| OHSU FOUNDATIONCASEY EYE INSTITUTE | |||||||
| 3375 SW TERWILLIGER BLVD | PORTLAND | OR | 97239 | NONE | 501(C)(3) | SUPPORT FOR CEI INTERNATIONAL OPHTHALMOLOGY | $15,000 |
| DESCHUTES COUNTY LIBRARY FOUNDATION | |||||||
| 507 NW WALL ST | BEND | OR | 97701 | NONE | 501(C)(3) | ANNUAL SUPPORT FOR NOVEL IDEA PROJECT | $2,500 |
| SUMMIT HIGH SCHOOL | |||||||
| 2855 NW CLEARWATER DR | BEND | OR | 97701 | NONE | Public | SUPPORT FOR MR. THUNDER | $250 |
| TOWER THEATRE FOUNDATION | |||||||
| PO BOX 1378 | BEND | OR | 97709 | NONE | 501(C)(3) | SPOTLIGHT ON EDUCATION | $1,000 |
| NATIONAL FOREST FOUNDATION | |||||||
| BLDG 27 SUITE 3 FORT MISSOULA RD | MISSOULA | MT | 59804 | NONE | 501(C)(3) | GENERAL OPERATIONAL SUPPORT; FRIENDS OF THE FOREST DAY; PAINT OUT AT THE HEAD OF THE METOLIUS | $5,000 |
| SISTERS PARK AND REC DISTRICT | |||||||
| PO BOX 2215 | SISTERS | OR | 97759 | NONE | Public | COMMUNITY ARTS CENTER VISIONING PROJECT | $13,500 |
| CALDERA | |||||||
| 224 NW 13TH AVE STE 304 | PORTLAND | OR | 97209 | NONE | 501(C)(3) | FRIENDS CAMPAIGN; GENERAL SUPPORT | $2,500 |
| UNIVERSITY OF OREGON FOUNDATION | |||||||
| 360 E 10TH AVE STE 202 | EUGENE | OR | 97401 | NONE | 501(C)(3) | SISTERS DISCOVERY IN THE DESERT STUDIO | $12,500 |
| THE NATURE OF WORDS | |||||||
| PO BOX 56 | BEND | OR | 97709 | NONE | 501(C)(3) | STOREFRONT PROJECT; CREATIVE WRITING IN THE SCHOOLS; | $5,000 |
| TOGETHER FOR CHILDREN | |||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | NONE | 501(C)(3) | EARLY CHILDHOOD ARTS PROGRAMMING WITH PARENTS | $1,000 |
| SISTERS SCHOOLS FOUNDATION | |||||||
| PO BOX 2155 | SISTERS | OR | 97759 | NONE | 501(C)(3) | ARTS IN THE SCHOOLS | $11,500 |
| SISTERS OUTDOOR QUILT SHOW | |||||||
| PO BOX 280 | SISTERS | OR | 97759 | NONE | 501(C)(3) | EVENT SPONSORSHIP - 2010 | $10,000 |
| SISTERS FOLK FESTIVAL | |||||||
| PO BOX 3500 304 | SISTERS | OR | 97759 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| SISTERS KIWANIS | |||||||
| PO BOX 1296 | SISTERS | OR | 97759 | NONE | n/a | SISTERS AREA FOOD BANK | $7,625 |
| HIGH DESERT MUSEUM | |||||||
| 59800 S HIGHWAY 97 | BEND | OR | 97702 | NONE | 501(C)(3) | GENERAL OPERATIONS; ART THROUGH ANCESTRY | $5,000 |
| FAMILY ACCESS NETWORK | |||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | NONE | 501(C)(3) | FAN ADVOCATES SUPPORT | $13,000 |
| DESCHUTES LAND TRUST | |||||||
| WHYCHUS CANYON PRESERVE CAMPAIGN | BEND | OR | 97701 | NONE | 501(C)(3) | GENERAL SUPPORT FOR LAND STEWARDSHIP | $40,000 |
| CASCADE COMMUNITY SCHOOL OF MUSIC | |||||||
| PO BOX 7293 | BEND | OR | 97708 | NONE | 501(C)(3) | MIDDLE SCHOOL BAND CAMP PROJECT | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 235475 | 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 | $6,725 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $124,552 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $131,277 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 131277 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | GERTRUDE BOYLE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19790 WILDWOOD DRIVE | AddressLine1 |
| City | WEST LINN | City |
| State | OR | State |
| ZIP Code | 97068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 850000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $1,918 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1918 | 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 BASIS990-PF SECTION II-10CUS GOVERNMENT OBLIGATIONS HELD:FEDERAL HOME LOAN BANK CONS-GLOBAL BONDS - $19,937COST BASIS | Explanation |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| POSTAGE | 35 | 35 |
| MISCELLANEOUS | 285 | 285 |
| DUES & SUBSCRIPTIONS | 360 | 360 |
| ADVERTISING | 5245 | 5245 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| IT CONSULTING FEES | $2,540 | 0 | 0 | 2450 |
| INVESTMENT ADVISORY FEES | $26,551 | 26551 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | GERTRUDE 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 | $656 | 656 |
| FOREIGN TAX | $2,416 | 2416 |
| FEDERAL TAX | $383 | 383 |
Comments