Souther Foundation in Bend, Oregon (OR)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Oregon
| Souther Foundation | |
| Employer Identification Number (EIN) | 916048710 |
| Name of Organization | Souther Foundation |
| Address | 15 Nw Oregon Ave Ste 3, Bend, OR 97701-2788 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1961 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $51,194 |
| Amount of Income | $6,512 |
| Form 990 Revenue Amount | $-3,883 |
Non-representatives - add comments:
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $-3,883 | $1,821 | $1,821 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,821 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $22,859 | $0 | $0 | $22,700 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $159 | $0 | $0 | |
| Contributions, gifts, grants paid | $22,700 | |||
| Excess of revenue over expenses and disbursements | $-26,742 | |||
| Net investment income | $1,821 | |||
| Adjusted net income | $1,821 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $51,194 | $46,257 |
| Cash - non-interest-bearing | $5,193 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $46,001 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $51,194 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-5,704 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $18 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $18 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Oregon | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | South Tillamook County Library Club Inc | PO BOX 66, Pacific City, OR 97135-0066 | OR | 1989-06 | $122,102 |
| 2 | South Umpqua Historical Society | PO BOX 1112, Canyonville, OR 97417-1112 | OR | 1982-11 | $22,845 |
| 3 | South Umpqua School District Education Foundation Inc | PO BOX 514, Myrtle Creek, OR 97457-0052 | OR | 2006-06 | $66,313 |
| 4 | South West Community Health Center | 7754 Sw Capitol Hwy, Portland, OR 97219-2477 | OR | 2003-10 | $602,962 |
| 5 | South West Music School Inc | PO BOX 199, Beaverton, OR 97075-0199 | OR | 2002-01 | $69,013 |
| 6 | Southcoast Dixieland Clambake Inc | PO BOX 374, North Bend, OR 97459-0030 | OR | 2000-03 | $76,148 |
| 7 | Southeast Asia Scholarship Fund | 8780 Sw Pacer Dr, Beaverton, OR 97008-6915 | OR | 1995-08 | $1,600 |
| 8 | Southeast Asian Relief Association | 7223 Ne Sandy Blvd, Portland, OR 97213-5740 | OR | 2000-01 | $167,092 |
| 9 | Southeast Soccer Club | PO BOX 82187, Portland, OR 97282-0187 | OR | 2000-01 | $192,927 |
| 10 | Southeast Uplift Neighborhood Program Inc | 3534 Se Main St, Portland, OR 97214-4263 | OR | 1980-04 | $523,694 |
| 11 | Souther Foundation | 15 Nw Oregon Ave Ste 3, Bend, OR 97701-2788 | OR | 1961-04 | $6,512 |
| 12 | Southern Coos Health Foundation | PO BOX 1933, Bandon, OR 97411-1933 | OR | 2008-03 | $147,203 |
| 13 | Southern Missionary Society | Po Box 1057, Creswell, OR 97426 | OR | 1977-05 | $0 |
| 14 | Kairos Northwest | 715 Sw Ramsey Ave, Grants Pass, OR 97527-5500 | OR | 1977-09 | $9,940,430 |
| 15 | Southern Oregon Antiques & Collectible Club | Po Box 1449, Medford, OR 97501-0107 | OR | 1995-12 | $0 |
| 16 | Southern Oregon Athletic Boosters Inc | P O Box 1332, Medford, OR 97501 | OR | 2002-07 | $27,522 |
| 17 | Southern Oregon Cadre Of Nurses Executives Inc | Po Box 422, Lakeside, OR 97449 | OR | 2008-11 | $14,751 |
| 18 | Southern Oregon Center For Community Partnerships | PO BOX 3275, Central Point, OR 97502-0011 | OR | 2003-01 | $144,462 |
| 19 | Southern Oregon Railway Historical Society | PO BOX 622, Medford, OR 97501-0042 | OR | 1994-08 | $32,585 |
| 20 | Southern Oregon Child And Family Development Foundation | Po Box 780, Merlin, OR 97532 | OR | 2007-05 | $42,207 |
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