KINSMAN FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
KINSMAN FOUNDATION (EIN 93-0861885)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-15
IRS object ID
201241369349101874
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-15T12:27:05-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1William D Bogynska CPA PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11762 Sunset AveAddressLine1
CityWest LinnCity
StateORState
ZIP Code97068ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN930861885EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE KINSMAN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlKINSNameControl
Phone5036541668Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13727 SE SPAULDING AVENUEAddressLine1
CityMILWAUKIECity
StateORState
ZIP Code97267ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKEITH KINSMANName
TitlePres./CEO/DIR.Title
Date Signed2012-05-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameWilliam D Bogynska CPAName
Phone5036571726Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY20679389FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss301InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm301InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss515280DividendsRevAndExpnss
Dividends Net Invst Incm515280DividendsNetInvstIncm
Gross Rents Rev And Expnss11400GrossRentsRevAndExpnss
Gross Rents Net Invst Incm11400GrossRentsNetInvstIncm
Net Rental Income Or Loss-4312NetRentalIncomeOrLoss
Net Gain Sale Assets Rev And Expnss215056NetGainSaleAssetsRevAndExpnss
Gross Sales Price10409493GrossSalesPrice
Capital Gain Net Incm Net Invst Incm215056CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss3218OtherIncomeRevAndExpnss
Other Income Net Invst Incm2328OtherIncomeNetInvstIncm
Total Revenue And Expenses745255TotalRevenueAndExpenses
Total Net Investment Income744365TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss200160CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm115902CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps84258CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss175764OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm109359OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps66405OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss134829PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm83493PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps51336PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss1566LegalFeesRevAndExpnss
Legal Fees Net Invst Incm1566LegalFeesNetInvstIncm
Accounting Fees Rev And Expnss2290AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1718AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps572AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss94849OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm94849OtherProfFeesNetInvstIncm
Taxes Rev And Expnss30101TaxesRevAndExpnss
Taxes Net Invst Incm24454TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps1135TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss10919DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm9499DeprecAndDepletionNetInvstIncm
Occupancy Rev And Expnss49769OccupancyRevAndExpnss
Occupancy Net Invst Incm42438OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps7331OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss678TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps678TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss18852OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm12767OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps6085OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss719777TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm496045TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps217800TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1136731ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps1136731ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss1856508TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm496045TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps1354531TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-1111253ExcessOfRevenueOverExpenses
Net Investment Income248320NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY8192CashBOY
Cash EOY5977CashEOY
Cash EOYFMV5977CashEOYFMV
Savings And Temp Cash Invst BOY733195SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY662941SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV662941SavingsAndTempCashInvstEOYFMV
Accounts Receivable29801AccountsReceivable
Accounts Receivable BOY4620AccountsReceivableBOY
Accounts Receivable EOY29801AccountsReceivableEOY
Accounts Receivable EOYFMV29801AccountsReceivableEOYFMV
Investments Corp Stock BOY15876716InvestmentsCorpStockBOY
Investments Corp Stock EOY13475823InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV12620702InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY48971InvestmentsCorpBondsBOY
Investments Corp Bonds EOY48971InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV11034InvestmentsCorpBondsEOYFMV
Investments Land Etc Basis1116331InvestmentsLandEtcBasis
Accum Deprec Investments Land Etc105938AccumDeprecInvestmentsLandEtc
Investments Land Etc BOY1019822InvestmentsLandEtcBOY
Investments Land Etc EOY1010393InvestmentsLandEtcEOY
Investments Land Etc EOYFMV1542894InvestmentsLandEtcEOYFMV
Investments Other BOY4395138InvestmentsOtherBOY
Investments Other EOY5741495InvestmentsOtherEOY
Investments Other EOYFMV5806040InvestmentsOtherEOYFMV
Total Assets BOY22086654TotalAssetsBOY
Total Assets EOY20975401TotalAssetsEOY
Total Assets EOYFMV20679389TotalAssetsEOYFMV
Other Liabilities BOY1400OtherLiabilitiesBOY
Other Liabilities EOY1400OtherLiabilitiesEOY
Total Liabilities BOY1400TotalLiabilitiesBOY
Total Liabilities EOY1400TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY182801CapitalStockBOY
Capital Stock EOY182801CapitalStockEOY
Paid In Or Capital Surplus BOY394140PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY394140PaidInOrCapitalSurplusEOY
Retained Earnings BOY21508313RetainedEarningsBOY
Retained Earnings EOY20397060RetainedEarningsEOY
Total Net Assets BOY22085254TotalNetAssetsBOY
Total Net Assets EOY20974001TotalNetAssetsEOY
Total Liabilities Net Assets BOY22086654TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY20975401TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY22085254TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-1111253ExcessOfRevenueOverExpenses
Subtotal20974001Subtotal
Total Net Assets Fund Balances EOY20974001TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
ARTWORKD2001-04-232011-07-193615496002655426554
ROLLS ROYCED2001-04-232011-05-27675017512-10762-10762
SECURITIES LITIGATION SETTLEMENTSP2001-01-012011-01-01222322232223
PUBLICLY TRADED SECURITIESP2001-01-012011-01-011036436610166388197978197978
FieldValueIRS element (for citing)
Capital Gain Net Income215056CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year11322289QualifyingDistributionsYear1
Noncharitable Assets Year121004124NoncharitableAssetsYear1
Distribution Ratio Year10.06295DistributionRatioYear1
Qualifying Distributions Year21443199QualifyingDistributionsYear2
Noncharitable Assets Year219517682NoncharitableAssetsYear2
Distribution Ratio Year20.07394DistributionRatioYear2
Qualifying Distributions Year31749825QualifyingDistributionsYear3
Noncharitable Assets Year326333501NoncharitableAssetsYear3
Distribution Ratio Year30.06645DistributionRatioYear3
Qualifying Distributions Year41706502QualifyingDistributionsYear4
Noncharitable Assets Year434859450NoncharitableAssetsYear4
Distribution Ratio Year40.04895DistributionRatioYear4
Qualifying Distributions Year51559321QualifyingDistributionsYear5
Noncharitable Assets Year534360038NoncharitableAssetsYear5
Distribution Ratio Year50.04538DistributionRatioYear5
Total Distribution Ratio0.29768TotalDistributionRatio
Average Distribution Ratio0.05954AverageDistributionRatio
Net Noncharitable Assets21781843NetNoncharitableAssets
Adjusted Noncharitable Assets1296804AdjustedNoncharitableAssets
One Percent Net Investment Income2483OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One1299287AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1354531QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax2483InvestmentIncomeExciseTax
Subtotal2483Subtotal
Tax Based On Investment Income2483TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment4400EstTaxPaymentsAndOverpayment
Total Credits And Payments4400TotalCreditsAndPayments
Overpayment1917Overpayment
Amount Credited To Next Year700AmountCreditedToNextYear
Amount To Be Refunded1217AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithORStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website Addresswww.kinsmanfoundation.orgWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KINSMAN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number5036541668BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line13727 SE SPAULDING AVENUEAddressLine1
CityMILWAUKIECity
StateORState
ZIP Code972673938ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersontruePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationstrueGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilitytrueMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc
SHELLEY BAILEY
3727 SE SPAULDING AVENUEMILWAUKIEOR972673938Director2.000
PAIGE KINSMAN
3727 SE SPAULDING AVENUEMILWAUKIEOR972673938Director2.000
JACK SCHWAB
3727 SE SPAULDING AVENUEMILWAUKIEOR972673938Sec./DIR.2.000
PAMELA REYNOLDS
3727 SE SPAULDING AVENUEMILWAUKIEOR972673938VP/TR/CFO/DIR15.006516016290
KEITH KINSMAN
3727 SE SPAULDING AVENUEMILWAUKIEOR972673938Pres./CEO/DIR.40.0013500039676

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)

NameNameAddress Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAverage Hours Per WeekAverageHoursPerWeekCompensationCompensationEmployee BenefitsEmployeeBenefits
SARA BAILEY3727 SE SPAULDING AVENUEMILWAUKIEOR972673938GRANTS ASSOC.35.006460016150
ELAINE WOOD3727 SE SPAULDING AVENUEMILWAUKIEOR972673938ACCOUNTANT38.007820028501
FieldValueIRS element (for citing)
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities14760141AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1054030AvgMonthlyCashBalances
FMV All Other Noncharitable Assets6299375FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets22113546TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets22113546AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable331703CashDeemedCharitable
Net Noncharitable Assets21781843NetNoncharitableAssets
Minimum Investment Return1089092MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1089092MinimumInvestmentReturn
Tax Based On Investment Income2483TaxBasedOnInvestmentIncome
Total Tax2483TotalTax
Distributable Amount Before Adj1086609DistributableAmountBeforeAdj
Recoveries Qlfy Distributions890RecoveriesQlfyDistributions
Distributable Amount Before Ded1087499DistributableAmountBeforeDed
Distributable Amount As Adjusted1087499DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1354531ExpensesAndContributions
Qualifying Distributions1354531QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm2483OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions1352048AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1087499DistributableAmountAsAdjusted
Undistributed Income Prior Year373639UndistributedIncomePriorYear
Qualifying Distributions1354531QualifyingDistributions
Applied To Year1373639AppliedToYear1
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year980892AppliedToCurrentYear
Undistributed Income CY106607UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameKEITH KINSMANRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13727 SE SPAULDING AVEAddressLine1
CityMILWAUKIECity
StateORState
ZIP Code972673938ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number5036541668RecipientPhoneNumber
Form And Info And MaterialsSEE ATTACHEDFormAndInfoAndMaterials
Submission DeadlinesSEE ATTACHEDSubmissionDeadlines
Restrictions On AwardsSEE ATTACHEDRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

FieldValueIRS element (for citing)
Recipient Person NameSEE SCHEDULE IIRecipientPersonName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ATTACHEDAddressLine1
CityATTACHEDCity
StateORState
ZIP Code99999ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationship
Recipient Foundation StatusPUBLICRecipientFoundationStatus
Purpose Of Grant Or ContributionATTACHEDPurposeOfGrantOrContribution
Amount$1,136,731Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year1136731TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$301ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$515,280ExclusionAmount

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion Code16ExclusionCode
Exclusion-$4,312ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,328ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$215,056ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionRECOVERY PRIOR YR. GRANTSDescription
Related Or Exempt Function Income890RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$728,653ExclusionAmount
Related Or Exempt Function Income890RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA729543TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryWILLIAM D. BOGYNSKA, CPA, P.C.Category
Amount$2,290Amount
Net Investment Income1718NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps572DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (23 entries)

Description Of PropertyDescriptionOfPropertyDate AcquiredDateAcquiredCost Or Other BasisCostOrOtherBasisComputation MethodComputationMethodLifeLifeCurrent Year ExpenseCurrentYearExpensePrior Years DepreciationPriorYearsDepreciationNet Investment IncomeNetInvestmentIncomeRateRate
DELL COMPUTER - FINANCE2011-11-08920915.000031
BROTHER COLOR PRINTER2011-10-27477915.000016
DELL COMPUTER - ADMIN2011-08-01579915.000048
DELL COMPUTER2010-06-25559915.00006556
SCANNER2011-03-25450915.000068
DELL COMPUTER - SERVER2010-06-25559915.000011256
STOVE2008-06-13578915.0000116299116
PRINTER2008-01-31400915.000067233
COMPUTER - GRANTS2007-12-141318915.0000264814
SCANNER2007-10-121136915.000057738
COMPUTER - FINANCE2007-02-151137915.0000190889
PAVING-SPAULDING2004-11-05143067955820.0667
IMPROVEMENTS T/H(LIFE)2002-06-10199848572762107270.0364
NEW ROOF TREEHOUSE(LIFE)2001-12-2022398581732810.0364
STRUCTURAL IMP. T/H(LIFE)2001-12-20133798548743944870.0364
TREEHOUSE(LIFE)2001-12-20947848534473115834470.0364
LIGHTING T/H (REM)2002-08-135358519159190.0364
STRUCTURAL IMP T/H (REM)2002-03-05130868547641854760.0364
SPRINKLER T/H (REM)2002-02-1014938554480540.0364
BUILDING-SPAULDING2001-04-2171230871826177300.0256
NEW ROOF TREEHOUSE (REM)2001-12-2014298552470520.0364
STRUCTURAL IMP. T/H (REM)2001-12-20115608542037984200.0364
TREEHOUSE (REMAINDER)2001-12-20605138522011989222010.0364

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation (2 entries)

ExplanationExplanation
FORM 990-PF, PAGE 6, PART VII-B, QUESTIONS 5A(4) & 5C:-----------------------------------------------------STATEMENT REQUIRED BY REGULATIONS SECTION 53.4945-5(D):------------------------------------------------------(I) NAME AND ADDRESS OF GRANTEE: PENDLETON FOUNDATION TRUST P.O. BOX 218 PENDLETON, OR 97801 THE PENDLETON FOUNDATION TRUST IS A SECTION 509(A)(3) TYPE III SUPPORTING ORGANIZATION THAT IS NOT FUNCTIONALLY INTEGRATED.(II) DATE AND AMOUNT OF GRANT: OCTOBER 15, 2010, $2,500(III) PURPOSE OF THE GRANT: FEASIBILITY STUDY OF RENOVATION OF HISTORIC BUILDING(IV) AMOUNTS EXPENDED BY THE GRANTEE: AS OF FEBRUARY 28, 2011, THE GRANTEE HAD SPENT $53,262 OUT OF $56,744 RAISED FOR THIS PURPOSE.(V) WHETHER THE GRANTEE HAS DIVERTED ANY FUNDS: TO THE KNOWLEDGE OF THE GRANTOR, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS RECEIVED.(VI) DATES OF ANY REPORTS RECEIVED FROM THE GRANTOR: THE GRANTOR RECEIVED VARIOUS REPORTS (AND EMAILS AND TELEPHONE CONVERSATIONS) FROM THE GRANTEE AT VARIOUS DATES TO COMPLY WITH THE EXPENDITURE RESPONSIBILITY REGULATIONS. A FINAL REPORT FROM THE GRANTEE WAS DATED FEBRUARY 28, 2011.(VII) DATE AND RESULTS OF ANY VERIFICATION OF THE GRANTEE'S REPORTS: ON DECEMBER 9, 2010, THE GRANTOR SPOKE VIA TELEPHONE WITH A MEMBER OF THE ARCHITECTURAL FIRM AND A MEMBER OF THE CONSULTING FIRM WHO WERE PERFORMING THE FEASIBILITY STUDY. THEY BOTH CONFIRMED THE STATUS OF THE PROJECT. gRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE'S REPORTS. NOTE 2
FORM 990-PF, PAGE 6, PART VII-B, QUESTIONS 5A(4) & 5C:-----------------------------------------------------STATEMENT REQUIRED BY REGULATIONS SECTION 53.4945-5(D):------------------------------------------------------(I) NAME AND ADDRESS OF GRANTEE: COMPASSION & CHOICES OF OREGON P.O. BOX 6404 PORTLAND, OR 97228 IN 2011 COMPASSION & CHOICES OF OREGON, AN OREGON NONPROFIT CORPORATION, (TIN 33-1230393) TRANSITIONED FROM A SUBORDINATE ORGANIZATION OF THE CENTRAL ORGANIZATION COMPASSION IN DYING FEDERATION OF AMERICA (TIN 91-1592328) TO A SUBORDINATE ORGANIZATION OF THE CENTRAL ORGANIZATION COMPASSION & CHOICES, AN IRC 501(C)(3) EXEMPT ORGANIZATION DESCRIBED IN IRC 509(A)(2), WITH A GROUP EXEMPTION NUMBER 5274 (TIN 84-1328829).(II) DATE AND AMOUNT OF GRANT: DECEMBER 9, 2011, $5,000(III) PURPOSE OF THE GRANT: SURVEY AND RESEARCH PRACTICES OF HOSPICES IN OREGON WITH RESPECT TO THE OREGON DEATH WITH DIGNITY ACT; EDUCATE HOSPICE ADMINISTRATORS OF ITS PROVISIONS.(IV) AMOUNTS EXPENDED BY THE GRANTEE: AS OF APRIL 30, 2012, THE GRANTEE HAD SPENT $4,032 OF THE GRANT AMOUNT.(V) WHETHER THE GRANTEE HAS DIVERTED ANY FUNDS: TO THE KNOWLEDGE OF THE GRANTOR, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS RECEIVED.(VI) DATES OF ANY REPORTS RECEIVED FROM THE GRANTOR: GRANTOR HAS RECEIVED INTERIM REPORTS FROM GRANTEE MARCH 9, 2012 AND APRIL 17, 2012 DETAILING THE GRANTEE'S ACTIVITIES AND EXPENDITURES. (VII) DATE AND RESULTS OF ANY VERIFICATION OF THE GRANTEE'S REPORTS: TO DATE, THE GRANTOR HAS NOT INDEPENDENTLY VERIFIED INFORMATION IN THE GRANTEE'S REPORTS. GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE'S REPORTS. NOTE 1

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondSEE SCHEDULE INameOfBond
EOY Book Value48971EOYBookValue
EOYFMV11034EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockSEE SCHEDULE INameOfStock
EOY Book Value13475823EOYBookValue
EOYFMV12620702EOYFMV

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLand (3 entries)

Category Or ItemCategoryOrItemCost Or Other BasisCostOrOtherBasisBook ValueBookValueEOYFMVEOYFMVAccumulated DepreciationAccumulatedDepreciation
Land263821263821738000
Buildings843768743678802000100090
Machinery and Equipment8742289428945848

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemSEE SCHEDULE ICategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value5741495BookValue
EOYFMV5806040EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryTHEDE CULPEPPER MOORE MUNRO SILLIMAN LLPCategory
Amount$1,566Amount
Net Investment Income1566NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (7 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
Rental Expenses76327632
VEHICLE EXPENSE755755
GRANT MANAGEMENT EXPENSE19911991
BANK CHARGES547547
DUES & SUBSCRIPTIONS1002307695
INVESTMENT EXPENSES127127
OFFICE EXPENSES679833993399

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
RECOVERY PRIOR YR. GRANTS890
Other Investment Income23282328

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionSECURITY DEPOSITDescription
BOY Book Value1400BOYBookValue
EOY Book Value1400EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGERSCategory
Amount$94,849Amount
Net Investment Income94849NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAX WITHHOLDING$12,06912069
OREGON DEPT. OF JUSTICE$1,1351135
FEDERAL EXCISE$4,512
PROPERTY$12,38512385

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