Oro Y Plata Foundation
- Assets
- $4.4m
- Revenue
- $143.6k
- Investments
- $2.0m
- Employees
- 0
- Location
- Kalispell, MT
- Founding
- 10/2003
- Data as of
- 12/2023
- EIN
- 46-0512750
Organization Overview
Oro Y Plata Foundation is located in Kalispell, MT. The organization was established in 2003. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oro Y Plata Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Oro Y Plata Foundation generated $143.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (18.0%) each year. All expenses for the organization totaled $1.9m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Oro Y Plata Foundation has awarded 703 individual grants totaling $17,970,086. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION IS ORGANIZED TO SUPPORT EFFECTIVE MONTANA BASED NONPROFITS DEDICATED TO HELPING PEOPLE ENLARGE THEIR COMPETENCIES AND CAPACITIES. OYP PREFERS NOT TO FUND HISTORICAL SOCIETIES, ART CENTERS, GENERAL HOSPITALS, THEATERS, NATIONAL LEVEL ORGANIZATIONS, HIGHER EDUCATION INSTITUTIONS, ANIMAL ORGANIZATIONS, SPORTS ORGANIZATIONS, PUBLIC BROADCASTING AND ECONOMIC DEVELOPMENT PROJECTS. A LIMITED PORTION OF THE FOUNDATION'S GIVING GOES TO CHARITABLE ORGANIZATIONS THAT MAY BE OUTSIDE OF MONTANA OR THE PRIMARY FOCUS OF THE FOUNDATION.
REFER TO THE FORM 990-PF PART XIV AND STATEMENTS 11 & 12 FOR A LIST OF THE DIRECT CHARITABLE GRANTS PAID OR APPROVED DURING THE YEAR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bruce Ennis President/treas | 4 | $0 | |
Margaret Davis Vice Pres/secre | 1 | $0 | |
Felicia Ennis Foundation Mana | 40 | $87,964 | |
Jean Agather Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,953 |
| Interest on Savings | $134,904 |
| Dividends & Interest | $122 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $6,635 |
| Capital Gain Net Income | $6,635 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $143,614 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $87,964 |
| Other employee salaries and wages | $14,880 |
| Pension plans, employee benefits | $2,639 |
| Interest | $0 |
| Taxes | $18,480 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $2,904 |
| Printing and publications | $129 |
| Other expenses | $4,615 |
| Total operating and administrative expenses | $138,320 |
| Contributions, gifts, grants paid | $1,773,500 |
| Total expenses and disbursements | $1,911,820 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,409,774 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $4,744 |
| Total assets | $4,383,977 |
| Accounts payable and accrued expenses | $9,466 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $9,466 |
Grants Awarded
Over the last fiscal year, Oro Y Plata Foundation has awarded $1,773,500 in support to 89 organizations.
| Grant Recipient | Amount |
|---|---|
BOYS GIRLS CLUB OF THE FLTHD RSRVAT PURPOSE: GENERAL OPERATING ASSISTANCE | $55,000 |
BOYS GIRLS CLUB NORTHERN CHEYENNE N PURPOSE: GENERAL OPERATING ASSISTANCE | $50,000 |
CASA FOR KIDS - FLATHEAD COUNTY PURPOSE: GENERAL OPERATING ASSISTANCE | $25,000 |
CASA FOR KIDS EASTERN MONTANA PURPOSE: GENERAL OPERATING ASSISTANCE | $30,000 |
YWCA OF BILLINGS PURPOSE: GENERAL OPERATING ASSISTANCE | $40,000 |
HOCKADAY MUSEUM OF ART PURPOSE: GENERAL OPERATING ASSISTANCE | $2,500 |