FRANK AND MARY CIPECH CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FRANK AND MARY CIPECH CHARITABLE TRUST (EIN 27-0301768)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202311309349102806
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T10:35:19-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061787 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270301768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK AND MARY CIPECH CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CIPE | BusinessNameControlTxt |
| Phone | 8887914075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30918 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA UECKER | PersonNm |
| Person Title | VP | PersonTitleTxt |
| Phone | 8887914075 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2023-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $677,114 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $19,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,237 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $277,631 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,237 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,958 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,719 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,240 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,179 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,179 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,502 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $593 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,639 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,312 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,419 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,927 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,927 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,566 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,312 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,346 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,443 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,925 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $708,282 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $660,826 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $677,114 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $708,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $660,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $677,114 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $708,282 | CapitalStockBOYAmt |
| Capital Stock EOY | $660,826 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $708,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $660,826 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $708,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $660,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $708,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,443 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $660,839 | SubtotalAmt |
| Other Decreases | $13 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $660,826 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 105. VANGUARD S/T CORP BOND ETF | 2021-02-22 | 2022-01-26 | $8,459 | $8,718 | -$259 | -$259 | |
| 179. VANGUARD INT-TERM CORPORATE | 2020-06-03 | 2022-01-27 | $16,171 | $16,805 | -$634 | -$634 | |
| 21. HEALTH CARE SELECT SECTOR | 2022-02-04 | $2,775 | $1,884 | $891 | $891 | ||
| 11. INDUSTRIAL SELECT SECT SPDR | 2020-11-09 | 2022-03-04 | $1,090 | $928 | $162 | $162 | |
| 615. ISHARES PREFERRED & INCOME S | 2020-08-12 | 2022-03-14 | $21,531 | $22,329 | -$798 | -$798 | |
| 1379.191 EATON VANCE FLTNG RATE-I | 2020-11-20 | 2022-04-12 | $11,985 | $11,902 | $83 | $83 | |
| 2451.954 VANGUARD HI YLD CORP-ADM | 2022-04-12 | $13,535 | $13,371 | $164 | $164 | ||
| 1657.004 NORTHERN ULTRA-SHRT FIX INC | 2021-07-22 | 2022-05-26 | $16,653 | $17,100 | -$447 | -$447 | |
| 215. ISHARES PREFERRED & INCOME S | 2020-08-12 | 2022-08-10 | $7,514 | $7,806 | -$292 | -$292 | |
| 5516.764 EATON VANCE FLTNG RATE-I | 2022-09-13 | $46,065 | $47,723 | -$1,658 | -$1,658 | ||
| 9807.817 VANGUARD HI YLD CORP-ADM | 2022-09-13 | $51,099 | $58,212 | -$7,113 | -$7,113 | ||
| 99. VANGUARD S/T CORP BOND ETF | 2021-02-22 | 2022-10-07 | $7,347 | $8,219 | -$872 | -$872 | |
| 6. META PLATFORMS INC-CLASS A | 2018-03-27 | 2022-11-08 | $576 | $908 | -$332 | -$332 | |
| 53. FINANCIAL SELECT SECTOR SPDR | 2022-11-08 | $1,830 | $1,344 | $486 | $486 | ||
| 23. COMM SERV SELECT SECTOR SPDR | 2018-08-10 | 2022-11-08 | $1,078 | $1,135 | -$57 | -$57 | |
| 216. ISHARES JP MORGAN USD EMERGI | 2022-11-29 | $18,437 | $24,049 | -$5,612 | -$5,612 | ||
| 13. ACTIVISION BLIZZARD INC | 2021-06-04 | 2022-11-30 | $960 | $1,263 | -$303 | -$303 | |
| 9. ALPHABET INC-CL A | 2022-11-30 | $886 | $434 | $452 | $452 | ||
| 10. BRISTOL-MYERS SQUIBB CO | 2013-02-05 | 2022-11-30 | $791 | $370 | $421 | $421 | |
| 10. CISCO SYSTEMS INC | 2011-01-06 | 2022-11-30 | $489 | $209 | $280 | $280 | |
| 2. COSTCO WHOLESALE CORP | 2021-03-24 | 2022-11-30 | $1,063 | $679 | $384 | $384 | |
| 34.593 DFA EMERGING MARKETS SML CAP | 2018-05-18 | 2022-11-30 | $727 | $809 | -$82 | -$82 | |
| 3. FEDEX CORP | 2015-12-14 | 2022-11-30 | $542 | $426 | $116 | $116 | |
| 29.973 GMO RESOURCES FUND-I | 2022-05-31 | 2022-11-30 | $840 | $882 | -$42 | -$42 | |
| 4. INTERCONTINENTAL EXCHANGE IN | 2020-07-08 | 2022-11-30 | $424 | $372 | $52 | $52 | |
| 100. ISHARES CHINA LARGE-CAP ETF | 2021-12-08 | 2022-11-30 | $2,818 | $3,902 | -$1,084 | -$1,084 | |
| 6. ISHARES CORE S&P MIDCAP ETF | 2020-02-28 | 2022-11-30 | $1,521 | $1,086 | $435 | $435 | |
| 3. ISHARES BIOTECHNOLOGY ETF | 2022-02-04 | 2022-11-30 | $405 | $391 | $14 | $14 | |
| 22. ISHARES CORE S&P SMALL-CAP E | 2020-04-02 | 2022-11-30 | $2,208 | $1,147 | $1,061 | $1,061 | |
| 4. LOWE'S COS INC | 2016-10-19 | 2022-11-30 | $830 | $278 | $552 | $552 | |
| 2. MICROSOFT CORP | 2013-08-15 | 2022-11-30 | $494 | $64 | $430 | $430 | |
| 12. MONDELEZ INTERNATIONAL INC-A | 2012-11-02 | 2022-11-30 | $798 | $315 | $483 | $483 | |
| 7. NIKE INC -CL B | 2016-10-12 | 2022-11-30 | $754 | $368 | $386 | $386 | |
| 8. MATERIALS SELECT SECTOR SPDR | 2019-02-08 | 2022-11-30 | $651 | $420 | $231 | $231 | |
| 8. HEALTH CARE SELECT SECTOR | 2018-10-31 | 2022-11-30 | $1,095 | $711 | $384 | $384 | |
| 6. INDUSTRIAL SELECT SECT SPDR | 2020-11-09 | 2022-11-30 | $602 | $506 | $96 | $96 | |
| 9. TECHNOLOGY SELECT SECT SPDR | 2019-05-10 | 2022-11-30 | $1,193 | $680 | $513 | $513 | |
| 21. UTILITIES SELECT SECTOR SPDR | 2022-11-30 | $1,480 | $1,394 | $86 | $86 | ||
| 2. UNION PACIFIC CORP | 2013-11-20 | 2022-11-30 | $430 | $159 | $271 | $271 | |
| 1. UNITEDHEALTH GROUP INC | 2012-09-27 | 2022-11-30 | $536 | $56 | $480 | $480 | |
| 35. VANGUARD INT-TERM CORPORATE | 2020-06-03 | 2022-11-30 | $2,737 | $3,286 | -$549 | -$549 | |
| 6. WALMART INC | 2016-01-25 | 2022-11-30 | $913 | $382 | $531 | $531 | |
| 813. ISHARES CHINA LARGE-CAP ETF | 2021-12-08 | 2022-12-01 | $22,562 | $31,723 | -$9,161 | -$9,161 | |
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,737 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,114 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $166 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $166 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,104 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,104 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $938 | OverpaymentAmt |
| Applied To ES Tax | $168 | AppliedToESTaxAmt |
| Refund | $770 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARENE WESTBURG | BusinessNameLine1Txt |
| Business Name Line2 | FIRST INTERSTATE BAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4062555273 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30918 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59116 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST INTERSTATE BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30918 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $8,958 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $718,757 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $734,434 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $734,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $723,417 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,171 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,171 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $166 | TotalTaxAmt |
| Distributable Before Adj | $36,005 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,005 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,005 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,346 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $40,346 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,005 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,928 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,346 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,928 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,418 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $32,587 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FIRST INTERSTATE BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30917 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4062555238 | RecipientPhoneNum |
| Recipient Email Address | NA | RecipientEmailAddressTxt |
| Form And Info And Materials | CONTACT FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT FOUNDATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT FOUNDATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNICEF | ||||||||
| 125 MAIDEN LANE | New York | NY | 10038 | NONE | PC | PROGRAM SUPPORT | $4,103 | |
| Billings Catholic Schools Foundation | ||||||||
| P O BOX 31158 | Billings | MT | 59107 | NONE | PC | PROGRAM SUPPORT | $4,103 | |
| American Red Cross of Montana | ||||||||
| 431 18TH STREET NW | Washington | DC | 20006 | NONE | PC | PROGRAM SUPPORT | $4,103 | |
| Family Service Inc | ||||||||
| PO BOX 1020 | Billings | MT | 59103 | NONE | PC | PROGRAM SUPPORT | $4,103 | |
| Roman Catholic Bishop of Great Falls | ||||||||
| PO BOX 1399 | Great Falls | MT | 594031399 | NONE | PC | PROGRAM SUPPORT | $4,103 | |
| St Bernard's Catholic Parish | ||||||||
| 226 WICKS LANE | Billings | MT | 59105 | NONE | PC | PROGRAM SUPPORT | $4,103 | |
| Billings Central Catholic High School | ||||||||
| 3 BROADWATER AVENUE | Billings | MT | 59101 | NONE | PC | PROGRAM SUPPORT | $4,103 | |
| Adult Resource Alliance of Yellowstone | ||||||||
| 1505 AVENUE D | Billings | MT | 59102 | NONE | PC | PROGRAM SUPPORT | $4,103 | County |
| Montana Rescue Mission | ||||||||
| PO BOX 3232 | Billings | MT | 59103 | NONE | PC | PROGRAM SUPPORT | $4,103 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,927 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,237 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$17,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,123 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,123 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,179 | Amt |
| Disbursements Charitable Prps | $1,179 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $5 |
| TIMING OF INCOME | $8 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $805 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,104 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $497 | $497 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $96 | $96 | $0 |
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