WETTER FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WETTER FOUNDATION (EIN 20-1157724)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-10
- IRS object ID
- 201131309349101323
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T14:00:32-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | LARRY WETTER | Name |
| Title | DIRECTOR | Title |
| Phone | 6025952444 | Phone |
| Date Signed | 2011-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY SCROGGIN | Name |
| Phone | 5418844164 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 901740 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 110 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 16197 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16197 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 18671 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18671 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6907 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 571148 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6907 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 41885 | TotalRevenueAndExpenses |
| Total Net Investment Income | 41775 | 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 | 108 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 108 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2750 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 14573 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 14573 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 110 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 110 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 17541 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14573 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2968 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42450 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 42450 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 59991 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14573 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 45418 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -18106 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 27202 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 30530 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 20524 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 20524 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 793266 | InvestmentsOtherBOY |
| Investments Other EOY | 785166 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 881216 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 823796 | TotalAssetsBOY |
| Total Assets EOY | 805690 | TotalAssetsEOY |
| Total Assets EOYFMV | 901740 | 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 | 823796 | RetainedEarningsBOY |
| Retained Earnings EOY | 805690 | RetainedEarningsEOY |
| Total Net Assets BOY | 823796 | TotalNetAssetsBOY |
| Total Net Assets EOY | 805690 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 823796 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 805690 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 823796 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -18106 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 805690 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 805690 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 LARGE CAP | P | 170113 | 178552 | -8439 | -8439 |
| PUBLICLY TRADED SECURITIES-RIM MID/SMALL CAP | P | 38488 | 39522 | -1034 | -1034 |
| PUBLICLY TRADED SECURITIES-RIM FIXED INCOME | P | 362547 | 346167 | 16380 | 16380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6907 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 52530 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 805696 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.065198 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 55209 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1103857 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050015 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 78697 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1402553 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056110 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 69020 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1337671 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051597 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 82981 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1041062 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.079708 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.302628 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060526 | AverageDistributionRatio |
| Net Noncharitable Assets | 839107 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 50788 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 272 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 51060 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 45418 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 544 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 544 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 544 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 301 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 301 | TotalCreditsAndPayments |
| Tax Due | 243 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 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 | 0 | 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 | 828560 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 23325 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 851885 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 851885 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12778 | CashDeemedCharitable |
| Net Noncharitable Assets | 839107 | NetNoncharitableAssets |
| Minimum Investment Return | 41955 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 41955 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 544 | TaxBasedOnInvestmentIncome |
| Total Tax | 544 | TotalTax |
| Distributable Amount Before Adj | 41411 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 41411 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 41411 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 45418 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 45418 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 45418 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 41411 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 31642 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 6988 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 10343 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 530 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 12455 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 61958 | TotalExcessDistriCarryover |
| Qualifying Distributions | 45418 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 41411 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4007 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 65965 | 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 | 31642 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 34323 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 6988 | ExcessFromYear4 |
| Excess From Year3 | 10343 | ExcessFromYear3 |
| Excess From Year2 | 530 | ExcessFromYear2 |
| Excess From Year1 | 12455 | ExcessFromYear1 |
| Excess From Current Year | 4007 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| Y ANGELS - YMCA | ||||||
| 350 N 1ST AVENUE | PHOENIX | AZ | 85003 | 509A1 | GENERAL OPERATIONS | $3,000 |
| 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 |
| JUNIOR ACHIEVEMENT OF KLAMATH COUNTY | ||||||
| 8231 ROCKINGHORSE LANE | KLAMATH FALLS | OR | 97603 | 509A1 | GENERAL OPERATIONS | $1,500 |
| KBAQ PUBLIC RADIO | ||||||
| 2323 W 14TH STREET | TEMPE | AZ | 85281 | 509A1 | GENERAL OPERATIONS | $250 |
| NOTRE DAME PREP | ||||||
| 9701 E BELL ROAD | SCOTTSDALE | AZ | 85260 | 509A1 | GENERAL OPERATIONS | $28,500 |
| OREGON HEALTH SCIENCE UNIVERSITY | ||||||
| 1121 SW SALMON ST STE 200 | PORTLAND | OR | 97205 | 509A1 | GENERAL OPERATIONS | $500 |
| STEVE BRENN LEGACY FUND | ||||||
| 1940 WARNER RD | FORT WORTH | TX | 76110 | 509A1 | GENERAL OPERATIONS | $5,000 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49424 | 509A1 | GENERAL OPERATIONS | $200 |
| CARE - BREAST CANCER | ||||||
| PO BOX 2964 | REDMOND | WA | 98073 | 509A1 | GENERAL OPERATIONS | $500 |
| OREGON HEALTH SCIENCE UNIVERSITY | ||||||
| 1121 SW SALMON ST STE 200 | PORTLAND | OR | 97205 | 509A1 | GENERAL OPERATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 42450 | 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 | $16,197 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,671 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,907 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $41,775 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 41775 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,750 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2750 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| RIM - MID/SMALL CAP FUND | AT COST | 81975 | 113775 |
| RIM - LARGE CAP FUND | AT COST | 283138 | 326024 |
| RIM - FIXED | AT COST | 337216 | 344391 |
| RIM - MUTUAL FUNDS | AT COST | 82837 | 96027 |
| ACCRUED DIVIDENDS | AT COST | 0 | 999 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $108 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 108 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT BROKER FEES | Category |
| Amount | $14,573 | Amount |
| Net Investment Income | 14573 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OREGON DEPT OF JUSTICE FEES | Category |
| Amount | $110 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 110 | DisbursementsCharitablePrps |
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