Civic Intelligence

Kerry Foundation

990PF • Fiscal year 2018 • EIN 94-2722106

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 11, 2019

Organization Profile
445 Sunset Beach RoadKlamath Falls, OR 97601

(541) 884-9207

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

12th percentile

-37%

Higher net margin than 12% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

41st percentile

-2.3%

Faster asset growth than 41% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-10.0%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$65,419

Down $1,523 (-2.3%) from 2017

Net Assets

Down

$65,419

Down $1,523 (-2.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin12th percentile

Revenue

Down

$4,153

Down $461 (-10.0%) from 2017

Expenses

Up

$5,676

Up $424 (+8.1%) from 2017

Net Income

Down

-$1,523

Down $885 (-139%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $60,999Liabilities 2011: $02011Assets 2012: $63,925Liabilities 2012: $02012Assets 2013: $63,925Liabilities 2013: $02013Assets 2014: $67,199Liabilities 2014: $02014Assets 2015: $67,070Liabilities 2015: $02015Assets 2016: $67,580Liabilities 2016: $0Net Assets 2016: $67,5802016Assets 2017: $66,942Liabilities 2017: $0Net Assets 2017: $66,9422017Assets 2018: $65,419Liabilities 2018: $0Net Assets 2018: $65,4192018Assets 2019: $66,453Liabilities 2019: $0Net Assets 2019: $66,4532019Assets 2020: $67,807Liabilities 2020: $0Net Assets 2020: $67,8072020Assets 2021: $67,016Liabilities 2021: $0Net Assets 2021: $67,0162021Assets 2022: $69,361Liabilities 2022: $0Net Assets 2022: $69,3612022Assets 2023: $67,210Liabilities 2023: $0Net Assets 2023: $67,2102023Assets 2024: $76,875Liabilities 2024: $0Net Assets 2024: $76,8752024

Highlighted filing

2018

Assets$65,419
Liabilities$0
Net Assets$65,419
Open 2018 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15K$10K$5.0K$0-$5.0KRevenue 2011: $3,602Expenses 2011: $2,999Net Income 2011: $6032011Revenue 2012: $6,815Expenses 2012: $3,888Net Income 2012: $2,9272012Revenue 2013: $7,712Expenses 2013: $4,681Net Income 2013: $3,0312013Revenue 2014: $4,871Expenses 2014: $4,629Net Income 2014: $2422014Revenue 2015: $4,763Expenses 2015: $4,593Net Income 2015: $1702015Revenue 2016: $5,002Expenses 2016: $4,492Net Income 2016: $5102016Revenue 2017: $4,614Expenses 2017: $5,252Net Income 2017: -$6382017Revenue 2018: $4,153Expenses 2018: $5,676Net Income 2018: -$1,5232018Revenue 2019: $6,793Expenses 2019: $5,759Net Income 2019: $1,0342019Revenue 2020: $6,963Expenses 2020: $5,609Net Income 2020: $1,3542020Revenue 2021: $4,850Expenses 2021: $5,641Net Income 2021: -$7912021Revenue 2022: $7,178Expenses 2022: $4,834Net Income 2022: $2,3442022Revenue 2023: $2,349Expenses 2023: $4,500Net Income 2023: -$2,1512023Revenue 2024: $14,017Expenses 2024: $4,353Net Income 2024: $9,6642024

Highlighted filing

2018

Revenue$4,153
Expenses$5,676
Net Income-$1,523
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISE C ROBATCEKDirector-$0--
KELLY RILEYBoard Member-$0--
KANDY BAKERBoard Member-$0--
KIM RANKINBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Kerry Foundation
EIN
94-2722106
Phone
5418849207
Address
445 SUNSET BEACH ROAD, KLAMATH FALLS, OR 97601

Signing Officer

Name
Louise C Robatcek
Title
Director
Phone
5418849207
Signed
2019-04-11

Preparer

Firm
Wise & Co Llp
Address
422 S 5TH ST, KLAMATH FALLS, OR 97601-6110
Preparer
Dianne E Spires
Phone
5418826630
Raw XML Appendix300 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt01250
AccountingFeesSchedule/AccountingFeesDetail/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt060968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt056533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ROUNDING
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt03560
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-1456
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02109
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02109
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02238
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03875
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03875
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02044
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt03560
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03560
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03560
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1523
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013857
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1456
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03091
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0417
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0417
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt027
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt057
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt03565
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt01327
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03875
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0474
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05676
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03565
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04153
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt01327
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0474
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PIMCO DYN CREDIT & MORT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FRANKLIN INCOME ADV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1456
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1523
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt065419
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt066942
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt065419
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02971
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02971
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02971
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03002
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt031
IRS990PF/DistributableAmountGrp/TotalTaxAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt031
IRS990PF/FMVAssetsEOYAmt060983
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt025
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt027
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt025
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt025
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0625
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0286
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0285
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt064130
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt060968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt056533
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt066942
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt065419
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02160
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04140
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04140
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt066942
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt065419
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt060983
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt066942
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt065419
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt066942
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt065419
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt060958
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04425
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt056533
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0914
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03002
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt060044
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt060958
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LOUISE C ROBATCEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KELLY RILEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KANDY BAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KIM RANKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0445 SUNSET BEACH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1120 HARNESS TRAIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt210441 CLARK ROAD SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3399 QUINCY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KLAMATH FALLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ROSEWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2YELM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3TWIN FALLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3ID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd130076
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd298597
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd383301
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt060044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt066517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.056016
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03844
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03875
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt031
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03875
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LOUISE C ROBATCEK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0445 SUNSET BEACH ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KLAMATH FALLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05418849207
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CASA FOR CHILDREN OF KLAMATH COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0731 MAIN STREET STE 202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KLAMATH FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03875
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02971
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0977
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01220
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01220
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05175
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0904
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0457
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01080
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0977
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03875
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0904
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06395
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05491
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OREGON CORPORATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0417
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY INV FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0417
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt027
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/Amt157
TaxesSchedule/TaxesDetail/CategoryTxt0OREGON CT 12
TaxesSchedule/TaxesDetail/CategoryTxt1INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt057
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUISE C ROBATCEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05418849207
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KERRY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KERR
ReturnHeader/Filer/EIN0942722106
ReturnHeader/Filer/PhoneNum05418849207
ReturnHeader/Filer/USAddress/AddressLine1Txt0445 SUNSET BEACH ROAD
ReturnHeader/Filer/USAddress/CityNm0KLAMATH FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FBCB01F6C8A6D2579C228B7D527C51614CAC7706
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AD6176E3E20FDB5E5C4E445314CAC1AE98541D43
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.36.197.16
ReturnHeader/FilingSecurityInformation/IPDt02019-04-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:17:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815001265
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WISE & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0422 S 5TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KLAMATH FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0976016110
ReturnHeader/PreparerPersonGrp/PhoneNum05418826630
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANNE E SPIRES
ReturnHeader/ReturnTs02019-04-13T15:17:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,419
Liabilities
$0
Net assets
$65,419
Revenue
$4,153
Expenses
$5,676
Net income
-$1,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$76.9$0.00$76.9$14.0$4.35$9.66
2023Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$2.35$4.50$2.15
2022Detailed filing. Detailed filing data is available for this year.$69.4$0.00$69.4$7.18$4.83$2.34
2021Detailed filing. Detailed filing data is available for this year.$67.0$0.00$67.0$4.85$5.64$0.79
2020Detailed filing. Detailed filing data is available for this year.$67.8$0.00$67.8$6.96$5.61$1.35
2019Detailed filing. Detailed filing data is available for this year.$66.5$0.00$66.5$6.79$5.76$1.03
2018Detailed filing. Detailed filing data is available for this year.$65.4$0.00$65.4$4.15$5.68$1.52
2017Detailed filing. Detailed filing data is available for this year.$66.9$0.00$66.9$4.61$5.25$0.64
2016Detailed filing. Detailed filing data is available for this year.$67.6$0.00$67.6$5.00$4.49$0.51
2015Summary only. Only limited summary data is available for this year.$67.1$0.00$4.76$4.59$0.17
2014Summary only. Only limited summary data is available for this year.$67.2$0.00$4.87$4.63$0.24
2013Summary only. Only limited summary data is available for this year.$63.9$0.00$7.71$4.68$3.03
2012Summary only. Only limited summary data is available for this year.$63.9$0.00$6.82$3.89$2.93
2011Summary only. Only limited summary data is available for this year.$61.0$0.00$3.60$3.00$0.60