GALEN AND KARLA ZERBE FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
GALEN AND KARLA ZERBE FAMILY FOUNDATION (EIN 85-3832583)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-26
IRS object ID
202601779349100815
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-26T12:34:51-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810415266PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHMS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1741 3RD AVE SAddressLine1Txt
CityGLASGOWCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59230ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN853832583EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GALEN AND KARLA ZERBE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGALEBusinessNameControlTxt
Phone4069429294PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line139 ANGUS DRAddressLine1Txt
CityGLASGOWCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKARLA ZERBEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4069420294PhoneNum
Signature2026-06-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD A WIENS CPAPreparerPersonNm
PTINP00028325PTIN
Phone4062289391PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,252,414FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$36,431InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$185InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,811DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,811DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$217,472NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,438,084GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$217,472CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$274,714TotalRevAndExpnssAmt
Total Net Invst Incm$238,468TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,080AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$28,375OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,375OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,455TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,375TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$110,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$110,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$141,455TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,375TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$110,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$133,259ExcessRevenueOverExpensesAmt
Net Investment Income$210,093NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$40,344CashBOYAmt
Cash EOY$52,891CashEOYAmt
Cash EOYFMV$52,891CashEOYFMVAmt
Corporate Stock BOY$2,675,721CorporateStockBOYAmt
Corporate Stock EOY$2,794,173CorporateStockEOYAmt
Corporate Stock EOYFMV$2,199,523CorporateStockEOYFMVAmt
Total Assets BOY$2,716,065TotalAssetsBOYAmt
Total Assets EOY$2,847,064TotalAssetsEOYAmt
Total Assets EOYFMV$2,252,414TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,716,065RetainedEarningBOYAmt
Retained Earning EOY$2,847,064RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,716,065TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,847,064TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,716,065TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,847,064TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,716,065TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$133,259ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,849,324SubtotalAmt
Other Decreases$2,260OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,847,064TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
EDWARD JONES SHORT-TERM2025-01-012025-12-31$711,883$744,548-$32,665-$32,665
EDWARD JONES LONG-TERM2024-01-012025-12-31$726,198$476,064$250,134$250,134
CAPITAL GAINS DIVIDENDS$3$3$3P
FieldValueIRS element (for citing)
Capital Gain Net Income$217,472CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,920InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,920SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,920TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,200ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,400TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$520TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKARLA ZERBEIndividualWithBooksNm
Phone4069420294PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line139 ANGUS DRIVEAddressLine1Txt
CityGLASGOWCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59230ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GALEN ZERBE
39 ANGUS DRGLASGOWMT59230DIRECTOR0.00$0$0$0
JANAE SIMPSON
39 ANGUS DRGLASGOWMT59230DIRECTOR0.00$0$0$0
KARLA ZERBE
39 ANGUS DRGLASGOWMT59230DIRECTOR0.00$0$0$0
REGAN ZERBE
39 ANGUS DRGLASGOWMT59230DIRECTOR0.00$0$0$0
TAYLOR ZERBE
39 ANGUS DRGLASGOWMT59230DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,120,798AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,719AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,163,517TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,163,517AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,453CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,131,064NetVlNoncharitableAssetsAmt
Minimum Investment Return$106,553MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$106,553MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,920TaxBasedOnInvestmentIncomeAmt
Total Tax$2,920TotalTaxAmt
Distributable Before Adj$103,633DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$103,633DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$103,633DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$110,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$110,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$103,633DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$2,027ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,261ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,780ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,734ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$25,802TotalExcessDistributionCyovAmt
Qualifying Distributions$110,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$103,633AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,367RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$32,169TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$32,169ExcessDistriCyovToNextYrAmt
Excess From Year4$2,027ExcessFromYear4Amt
Excess From Year3$12,261ExcessFromYear3Amt
Excess From Year2$5,780ExcessFromYear2Amt
Excess From Year1$5,734ExcessFromYear1Amt
Excess From Current Year$6,367ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGALEN ZERBEContributingManagerNm
Contributing ManagerKARLA ZERBEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG SKY BRAVERY
70 MOTHERLODE LN UNIT BBELGRADEMT59714PCGENERAL PURPOSE$5,000
GLASGOW PUBLIC SCHOOLS
PO BOX 28GLASGOWMT59230PCGENERAL PURPOSE$22,500
LIVE LIKE JACE FOUNDATION
522 BERETTA DRLAURELMT59044PCGENERAL PURPOSE$5,000
VALLEY COMMUNITY EMERGENCY FOOD BANK
1020 1ST AVE NORTHGLASGOWMT59230PCGENERAL PURPOSE$42,000
VALLEY COUNTY 4-H COUNCIL
501 COURT SQUAREGLASGOWMT59230PCGENERAL PURPOSE$5,000
WOLF POINT POUND PUPPIES
PO BOX 164WOLF POINTMT59201PCGENERAL PURPOSE$5,000
GLASGOW CAL RIPKEN BASEBALL
PO BOX 132GLASGOWMT59230PCGENERAL PURPOSE$7,500
OPHEIM PUBLIC SCHOOLS
PO BOX 108OPHEIMMT59250PCGENERAL PURPOSE$5,000
RANCHERS STEWARDSHIP ALLIANCE
101 S 1ST ST EMALTAMT59538PCGENERAL PURPOSE$3,000
GLASGOW DOWNTOWN ASSOCIATION
PO BOX 832GLASGOWMT59230PCGENERAL PURPOSE$5,000
PLAY LIKE ROBERT FOUNDATION
251 SOUTH CREST AVEHAMILTONMT59840PCGENERAL PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$110,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,431ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,811ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$217,472ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$274,714ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$274,714TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$3,080Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS EDWARD JONES - PUBLICLY TRADEDStockNm
EOY Book Value$2,794,173EOYBookValueAmt
EOYFMV$2,199,523EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
PRIOR YEAR EXCISE TAX$1,060
ESTIMATED EXCISE TAX PAYMENTS$1,200

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ROUNDING$1$1$0$0
FORIEGN TAX WITHHOLDING$1,263$1,263$0$0
INVESTMENT EXPENSES$27,111$27,111$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonGALEN AND KARLA ZERBEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line139 ANGUS DRAddressLine1Txt
CityGLASGOWCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59270ZIPCd

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