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
- 2024-12-13
- IRS object ID
- 202443489349100619
- Schema version
- 2023v5.1
- 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
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-13T02:44:57-00:00 | 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 | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Application Pending | Yes (X) | ApplicationPendingInd |
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,734,381 | 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 |
| Comp Ofcr Dir Trst Rev And Expnss | $50,769 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,769 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $34,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $34,500 | 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 | $716 | 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 | $199,569 | 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 | $199,569 | 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 |
| Sav And Temp Cash Invst EOY | $1,046,388 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,046,388 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $7,947,743 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,947,743 | USGovtObligationsEOYFMVAmt |
| Other Assets BOY | $2,973 | OtherAssetsBOYAmt |
| Total Assets BOY | $50,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,734,381 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,734,381 | 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 | $9,727,689 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,727,689 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,734,381 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $9,677,700 | ExcessRevenueOverExpensesAmt |
| Other Increases | $49,989 | OtherIncreasesAmt |
| Subtotal | $9,727,689 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,727,689 | 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 |
| Estimated Plus Ovpmt Incm Tx | $3,589 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,589 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,589 | OriginalReturnOverpaymentAmt |
| Es Penalty | $195 | EsPenaltyAmt |
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 | Yes (true) | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 (11 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 |
| Rebecca 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 |
| Rusty Gackle | ||||||
| 1597 Avenue D STE 6 | Billings | MT | 59102 | Executive Director | 040.00 | $50,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,093,395 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,398,082 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,491,477 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,491,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,379,105 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $368,955 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $368,955 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,394 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,394 | TotalTaxAmt |
| Distributable Before Adj | $365,561 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $365,561 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $365,561 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,569 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $199,569 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $365,561 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $131 | UndistributedIncomePYAmt |
| Qualifying Distributions | $199,569 | QualifyingDistributionsAmt |
| Applied To Year1 | $131 | AppliedToYear1Amt |
| Applied To Current Year | $199,438 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $166,123 | UndistributedIncomeCYAmt |
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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,393 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $239,908 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $263,301 | ExclusionAmt |
| 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) |
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 |
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 Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain/Loss on Investments | Desc |
| Amt | $49,989 | Amt |
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 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| National Opioid Abatement Trust | |||
| 310 Grant Street Suite 1700 | Pittsburgh | PA | 15219 |
| National Opioid Abatement Trust II | |||
| 310 Grant Street Suite 1700 | Pittsburgh | PA | 15219 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll Taxes | CategoryTxt |
| Amt | $7,408 | Amt |
| Disbursements Charitable Prps | $716 | DisbursementsCharitablePrpsAmt |
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