THE SWANTON FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE SWANTON FAMILY FOUNDATION INC (EIN 03-0471427)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-01
- IRS object ID
- 201741219349100424
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-01T11:04:15-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205947643 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEOREM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 PENN STREET | AddressLine1Txt |
| City | EL SEGUNDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900675040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030471427 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SWANTON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWAN | BusinessNameControlTxt |
| Phone | 2133445829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61891 BUNKER HILL COURT | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY SWANTON | PersonNm |
| Person Title | TREASURER/CFO | PersonTitleTxt |
| Phone | 2133445829 | PhoneNum |
| Signature | 2017-04-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANITA LEE | PreparerPersonNm |
| PTIN | P00006585 | PTIN |
| Phone | 2133445829 | PhoneNum |
| Preparation | 2017-04-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 992E83F8B90DF5B4529726673504EEC70C9F5DD3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F8E8C302B45B67843F13B8EA9C208F1DCF85C19A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $704,834 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,104 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,171 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $232,555 | GrossSalesPriceAmt |
| Total Rev And Expnss | $3,970 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,141 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,065 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,065 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,629 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,629 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,080 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $300 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $300 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $768 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $768 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,709 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,006 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,006 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,709 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,139 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$117,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,432 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,556 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $310,236 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $310,236 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $707,357 | CorporateStockBOYAmt |
| Corporate Stock EOY | $360,077 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $394,598 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $780,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $670,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $704,834 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,282 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $3,282 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $777,631 | RetainedEarningBOYAmt |
| Retained Earning EOY | $670,313 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $777,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $670,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $780,913 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $670,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $777,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$117,878 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,560 | OtherIncreasesAmt |
| Subtotal | $670,313 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $670,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $230,840 | GrossSalesPriceAmt |
| Cost Or Other Basis | $245,726 | CostOrOtherBasisAmt |
| Gain Or Loss | -$14,886 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$14,886 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,171 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $72,940 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $825,516 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088357 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $127,993 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $925,208 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.138340 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $112,596 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,075,848 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104658 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,072 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $482,935 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.151308 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $394,862 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.201843 | DistributionYr5Rt |
| Total Distribution | 0.684506 | TotalDistributionRt |
| Average Distribution | 0.136901 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $721,815 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $98,817 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $64 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $98,881 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,139 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $64 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $64 | SubtotalAmt |
| Tax Based On Investment Income | $64 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $64 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY SWANTON | IndividualWithBooksNm |
| Phone | 2133445829 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61891 BUNKER HILL COURT | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NORMAN SWANTON | ||||||||
| 61891 BUNKER HILL COURT | BEND | OR | 97702 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| NANCY SWANTON | ||||||||
| 61891 BUNKER HILL COURT | BEND | OR | 97702 | TREASURER/CF | 10.00 | $15,000 | $0 | $0 |
| PATRICIA NOONAN | ||||||||
| 61891 BUNKER HILL COURT | BEND | OR | 97702 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $411,939 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $320,868 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $732,807 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $732,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $721,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,091 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,091 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64 | TotalTaxAmt |
| Distributable Before Adj | $36,027 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,027 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,027 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,139 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $111,139 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $64 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $111,075 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,027 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $59,958 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $48,925 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75,470 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $81,964 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,820 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $298,137 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,139 | QualifyingDistributionsAmt |
| Applied To Current Year | $36,027 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,112 | RemainingDistriFromCorpusAmt |
| Total Corpus | $373,249 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $59,958 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $313,291 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,925 | ExcessFromYear4Amt |
| Excess From Year3 | $75,470 | ExcessFromYear3Amt |
| Excess From Year2 | $81,964 | ExcessFromYear2Amt |
| Excess From Year1 | $31,820 | ExcessFromYear1Amt |
| Excess From Current Year | $75,112 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NORMAN SWANTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| HILLSIDES | |||||
| AVAILABLE UPON REQUEST | PALOS VERDES | CA | 90275 | CHARITABLE | $10,000 |
| PVGC RALLY FOR THE CURE | |||||
| AVAILABLE UPON REQUEST | PALOS VERDES | CA | 90275 | CHARITABLE | $256 |
| CHRISTOPHER NEWPORT UNIVERSITY | |||||
| AVAILABLE UPON REQUEST | NEWPORT NEWS | VA | 23606 | SCHOLARSHIP FUND | $5,000 |
| CASCADES SWIM ACADEMY | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $100 |
| SANTA MONICA YMCA | |||||
| AVAILABLE UPON REQUEST | SANTA MONICA | CA | 90401 | CHARITABLE | $1,000 |
| RTOWN COMMUNITY FUND | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $500 |
| WESTERN GOVERNOR UNIVERSITY | |||||
| AVAILABLE UPON REQUEST | SALT LAKE CITY | UT | 84107 | SCHOLARSHIP FUND | $3,395 |
| MARYMOUNT MANHATTAN COLLEGE | |||||
| AVAILABLE UPON REQUEST | NEW YORK CITY | NY | 10021 | SCHOLARSHIP FUND | $5,000 |
| ELGIN ACADEMY | |||||
| AVAILABLE UPON REQUEST | ELGIN | IL | 60120 | SCHOLARSHIP FUND | $5,000 |
| VIRGINIA TECH | |||||
| AVAILABLE UPON REQUEST | BLACKSBURG | VA | 24601 | SCHOLARSHIP FUND | $5,000 |
| AMERICAN ASSOC UNIVERSITY | |||||
| AVAILABLE UPON REQUEST | NEW YORK CITY | NY | 10021 | SCHOLARSHIP FUND | $2,000 |
| JBARJ RANCH | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $165 |
| CRATER LAKE NATURAL PARK | |||||
| AVAILABLE UPON REQUEST | CRATER LAKE | OR | 97701 | CHARITABLE | $100 |
| THE BEND EDUCATION FOUNDATION | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $2,500 |
| LINES FOR LIFE | |||||
| AVAILABLE UPON REQUEST | PORTLAND | OR | 97701 | CHARITABLE | $450 |
| MTNSTAR FAMILY NURSERY | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $681 |
| MOUNTAINSTAR FAMILY RESCUE NURSERY | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $11,000 |
| FAMILY RESOURCE CENTER | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $5,100 |
| GHOST TREE INVITATIONAL | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $505 |
| GHOST TREE INVITATIONAL | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $500 |
| KIDS CENTER | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $6,110 |
| FAMILY RESOURCE CENTER | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $590 |
| FAMILY RESOURCE CENTER | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $1,810 |
| MOUNTAIN FAMILY RESCUE NURSERY | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $200 |
| FAMILY RESOURCE CENTER | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $5,000 |
| CASA OF CENTRAL OREGON | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $175 |
| CASCADES ACADEMY | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $254 |
| THE BLOOM PROJECT | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $2,050 |
| JEWISH BATTERED WOMEN SOCIETY | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $10,000 |
| CASCADES ACADEMY | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $100 |
| DSP | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $1,000 |
| CASCADES ACADEMY | |||||
| AVAILABLE UPON REQUEST | BEND | OR | 97701 | CHARITABLE | $3,465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,006 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,171 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,970 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,970 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $6,065 | Amt |
| Disbursements Charitable Prps | $6,065 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN EQUITIES | StockNm |
| EOY Book Value | $360,077 | EOYBookValueAmt |
| EOYFMV | $394,598 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SUPPLIES | $768 | $768 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPA ADJUSTMENT | Desc |
| Amt | $10,560 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO SWANTON (EXCISE TAX) | Desc |
| BOY Book Value | $3,282 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JP MORGAN INVESTMENT FEES | CategoryTxt |
| Amt | $9,629 | Amt |
| Net Investment Income | $9,629 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FRANCHISE TAX BOARD | $914 | $914 |
| STATE FILING FEE | $10 | $10 |
| FEDERAL EXCISE TAX | $156 | $156 |