MONTANA OPIOID ABATEMENT TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA OPIOID ABATEMENT TR (EIN 88-3678874)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-22
- IRS object ID
- 202412359349101201
- Schema version
- 2023v5.1
- Note
- A later return for the same period supersedes this one.
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-22T02:22:24-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461482596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ClavesVita Inc Tax & Wealth Advisors | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3012 4th Avenue N | AddressLine1Txt |
| City | Billings | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 883678874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Montana Opioid Abatement Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 4065342024 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1597 Avenue D STE 6 | AddressLine1Txt |
| City | Billings | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rusty Gackle | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 4065342024 | PhoneNum |
| Signature | 2024-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelly B Rickard | PreparerPersonNm |
| PTIN | P01257312 | PTIN |
| Phone | 4062485487 | PhoneNum |
| Preparation | 2024-07-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Application Pending | Yes (X) | ApplicationPendingInd |
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,684,392 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,639,819 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23,393 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,393 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $239,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $239,908 | DividendsNetInvstIncmAmt |
| Gross Sales Price | $1,865,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,903,120 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $263,301 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $85,269 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $85,269 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $40,823 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $40,823 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $923 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $923 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,159 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,159 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,408 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $7,408 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $20,404 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $20,404 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,379 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,379 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,055 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $49,055 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $225,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $206,261 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,420 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $206,261 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,677,700 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $244,142 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,027 | CashBOYAmt |
| Cash EOY | $740,250 | CashEOYAmt |
| Cash EOYFMV | $740,250 | CashEOYFMVAmt |
| Other Investments EOY | $8,944,142 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,944,142 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,973 | OtherAssetsBOYAmt |
| Total Assets BOY | $50,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,684,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,684,392 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $50,000 | MortgagesAndNotesPayableBOYAmt |
| Other Liabilities EOY | $6,692 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $50,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,692 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning EOY | $9,677,700 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,677,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,684,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $9,677,700 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,677,700 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,677,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1,865,000 SH US Treasury NT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-02-22 | AcquiredDt |
| Sold | 2023-11-30 | SoldDt |
| Gross Sales Price | $1,865,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,865,000 | CostOrOtherBasisAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,394 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,394 | SubtotalAmt |
| Tax Based On Investment Income | $3,394 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $195 | EsPenaltyAmt |
| Tax Due | $3,589 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 | MT | 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 | https//montanaopioid.org/ | WebsiteAddressTxt |
| Individual With Books | Rusty Gackle | IndividualWithBooksNm |
| Phone | 4065342024 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1597 Avenue D STE 6 | AddressLine1Txt |
| City | Billings | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59102 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Scott Malloy | ||||||
| 1597 Avenue D STE 6 | Billings | MT | 59102 | Trustee | 002.00 | $0 |
| Becky Rice | ||||||
| 1597 Avenue D STE 6 | Billings | MT | 59102 | Trustee | 002.00 | $0 |
| Steve Crawford | ||||||
| 1597 Avenue D STE 6 | Billings | MT | 59102 | Trustee | 002.00 | $0 |
| Philip Bain | ||||||
| 1597 Avenue D STE 6 | Billings | MT | 59102 | Trustee | 002.00 | $0 |
| Drenda Niemann | ||||||
| 1597 Avenue D STE 6 | Billings | MT | 59102 | Trustee | 002.00 | $0 |
| Maureen Ward | ||||||
| 1597 Avenue D STE 6 | Billings | MT | 59102 | Trustee | 002.00 | $0 |
| Revecca de Camara | ||||||
| 1597 Avenue D STE 6 | Billings | MT | 59102 | Trustee | 002.00 | $0 |
| Brenda Kneeland | ||||||
| 1597 Avenue D STE 6 | Billings | MT | 59102 | Trustee | 002.00 | $0 |
| Jake Strissel | ||||||
| 1597 Avenue D STE 6 | Billings | MT | 59102 | Trustee | 002.00 | $0 |
| Will Selph | ||||||
| 1597 Avenue D STE 6 | Billings | MT | 59102 | Trustee | 002.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rusty Gackle | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1597 Avenue D STE 6 | AddressLine1Txt |
| City | Billings | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 040.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $50,769 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Conduct opioid remediation in Montana by granting funds to organizations that address the misuse and abuse of opioid products, treat or mitigate opioid use or related disorders, or mitigate other alleged effects of the opioid abuse crisis. | Description1Txt |
| Expenses1 | $225,420 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $3,394 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,394 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $206,261 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $206,261 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $206,261 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $206,261 | RemainingDistriFromCorpusAmt |
| Total Corpus | $206,261 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $206,261 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $206,261 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Rusty Gackle | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1597 Avenue D STE 6 | AddressLine1Txt |
| City | Billings | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4065342024 | RecipientPhoneNum |
| Form And Info And Materials | Online applications can be submitted at https//montanaopioid.org/grant-portal/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Restrictions on awards listed in Exhibit E, List of Opioid Remediation Uses, found at https//montanaopioid.org/downloadable-documents/ | RestrictionsOnAwardsTxt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $23,393 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $239,908 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $263,301 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $263,301 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| National Opioid Abatement Trust II | ||||||
| 1 | 310 Grant Street Suite 1700 | Pittsburgh | PA | 15219 | $714,860 | Yes (X) |
| National Opioid Abatement Trust - J | ||||||
| 2 | 310 Grant Street Suite 1700 | Pittsburgh | PA | 15219 | $3,356,893 | Yes (X) |
| National Opioid Abatement Trust - D | ||||||
| 3 | 310 Grant Street Suite 1700 | Pittsburgh | PA | 15219 | $5,568,066 | Yes (X) |
Charitable Contributions Detail CharitableContributionsDetail (3 entries)
| ContributorContributorNum | Gift PurposeGiftPurposeTxt | Gift UseGiftUseTxt | Address Line1TransfereeUSAddress/AddressLine1Txt | CityTransfereeUSAddress/CityNm | State AbbreviationTransfereeUSAddress/StateAbbreviationCd | ZIPTransfereeUSAddress/ZIPCd |
|---|---|---|---|---|---|---|
| The Montana Opioid Abatement Trust | ||||||
| 1 | Opioid abatement in MT | Opioid abatement in MT | 1597 Avenue D | Billings | MT | 59102 |
| The Montana Opioid Abatement Trust | ||||||
| 2 | Opioid abatement in MT | Opioid abatement in MT | 1597 Avenue D | Billings | MT | 59102 |
| The Montana Opioid Abatement Trust | ||||||
| 3 | Opioid abatement in MT | Opioid abatement in MT | 1597 Avenue D | Billings | MT | 59102 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $923 | Amt |
| Disbursements Charitable Prps | $923 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Allied Investment Account | FMV | $7,920,749 | $7,920,749 |
| Certificate of Deposit - Yellowstone Bank | FMV | $1,023,393 | $1,023,393 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $40,823 | LegalFeesAmt |
| Disbursements Charitable Prps | $40,823 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $50,000 | MortgageAmt |
Note Payable NotePayableGrp
Lender Name LenderNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Department of Justice | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $50,000 | LoanOriginalAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Start-Up Expenditures | Desc |
| BOY Book Value | $2,973 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Liability Insurance | $8,286 | $8,286 |
| Office Expense | $3,944 | $3,944 |
| Bank Fees | $3 | $3 |
| Equipment Lease | $14,839 | $14,839 |
| Internet TV Services | $1,287 | $1,287 |
| Memberships Subscriptions | $60 | $60 |
| Office Supplies | $6,034 | $6,034 |
| Software Apps | $11,250 | $11,250 |
| Parking | $479 | $479 |
| Work Comp Insurance | $2,873 | $2,873 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll Liabilities | Desc |
| EOY Book Value | $6,692 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $19,159 | Amt |
| Net Investment Income | $19,159 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll Taxes | CategoryTxt |
| Amt | $7,408 | Amt |
| Disbursements Charitable Prps | $7,408 | DisbursementsCharitablePrpsAmt |
Comments