FRANK AND MARY CIPECH CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRANK AND MARY CIPECH CHARITABLE TRUST (EIN 27-0301768)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-27
- IRS object ID
- 202231179349100313
- Schema version
- 2021v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-27T09:00:25-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2022-04-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $852,399 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $19,877 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,877 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,226 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $310,590 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,226 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $87,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,103 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,185 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,638 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,546 | 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 | $1,124 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,124 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $483 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $269 | 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 | $11,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,907 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,907 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,478 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,196 | 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 | $665,860 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $708,282 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $852,399 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $665,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $708,282 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $852,399 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $665,860 | CapitalStockBOYAmt |
| Capital Stock EOY | $708,282 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $665,860 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $708,282 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $665,860 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $708,282 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $665,860 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,478 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $708,338 | SubtotalAmt |
| Other Decreases | $56 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $708,282 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (148 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4. UNION PACIFIC CORP | 2013-11-20 | 2021-01-13 | $863 | $318 | $545 | $545 | |
| 9. KLA CORP | 2020-04-03 | 2021-01-28 | $2,624 | $1,160 | $1,464 | $1,464 | |
| 47.058 VANGUARD 500 INDEX-ADM | 2021-02-01 | $16,407 | $11,416 | $4,991 | $4,991 | ||
| 40.362 DFA EMERGING MARKETS SML CAP | 2018-05-18 | 2021-02-02 | $956 | $944 | $12 | $12 | |
| 272.026 GLDMN SCHS INTL S/C INSG-INS | 2013-12-04 | 2021-02-02 | $3,509 | $2,859 | $650 | $650 | |
| 70.896 VANGUARD EM MKT STK IND-ADM | 2014-03-20 | 2021-02-02 | $3,166 | $2,272 | $894 | $894 | |
| 87.824 INVESCO DEVELOP MRKTS-R6 | 2013-04-25 | 2021-02-03 | $4,913 | $3,088 | $1,825 | $1,825 | |
| 36.452 AMER FNDS EUROPAC GROW-F3 | 2016-06-27 | 2021-02-03 | $2,597 | $1,522 | $1,075 | $1,075 | |
| 88. ISHARES CORE S&P SMALL-CAP E | 2020-04-02 | 2021-02-03 | $8,766 | $4,589 | $4,177 | $4,177 | |
| 10. TECHNOLOGY SELECT SECT SPDR | 2018-05-16 | 2021-02-08 | $1,361 | $694 | $667 | $667 | |
| 11. TECHNOLOGY SELECT SECT SPDR | 2018-08-10 | 2021-02-08 | $1,497 | $806 | $691 | $691 | |
| 1808.126 VANGUARD INTM TERM TREAS-ADM | 2019-09-04 | 2021-02-22 | $20,866 | $20,974 | -$108 | -$108 | |
| 340. VANGUARD INT-TERM CORPORATE | 2020-06-03 | 2021-02-22 | $32,405 | $31,921 | $484 | $484 | |
| 48. TECHNOLOGY SELECT SECT SPDR | 2021-03-10 | $6,246 | $3,392 | $2,854 | $2,854 | ||
| 4. GOLDMAN SACHS GROUP INC | 2018-10-31 | 2021-03-19 | $1,377 | $906 | $471 | $471 | |
| 8. JPMORGAN CHASE & CO | 2012-05-25 | 2021-03-19 | $1,226 | $269 | $957 | $957 | |
| 13. ALEXION PHARMACEUTICALS INC | 2020-02-21 | 2021-03-24 | $1,978 | $1,328 | $650 | $650 | |
| 13. ALEXION PHARMACEUTICALS INC | 2020-02-21 | 2021-03-24 | $1,977 | $1,328 | $649 | $649 | |
| 19. ISHARES CORE S&P SMALL-CAP E | 2020-04-02 | 2021-04-07 | $2,082 | $991 | $1,091 | $1,091 | |
| 25.098 VANGUARD 500 INDEX-ADM | 2018-02-07 | 2021-04-21 | $9,674 | $6,222 | $3,452 | $3,452 | |
| 385.092 VANGUARD EM MKT STK IND-ADM | 2021-04-22 | $16,813 | $12,448 | $4,365 | $4,365 | ||
| 45. ISHARES CORE S&P 500 ETF | 2020-03-09 | 2021-04-26 | $18,859 | $12,456 | $6,403 | $6,403 | |
| 23. FINANCIAL SELECT SECTOR SPDR | 2018-10-31 | 2021-06-04 | $878 | $608 | $270 | $270 | |
| 19. INDUSTRIAL SELECT SECT SPDR | 2021-06-04 | $1,993 | $1,052 | $941 | $941 | ||
| 126. VANGUARD INT-TERM CORPORATE | 2020-06-03 | 2021-07-08 | $12,042 | $11,829 | $213 | $213 | |
| 299.576 INVESCO DEVELOP MRKTS-R6 | 2021-07-12 | $16,489 | $10,301 | $6,188 | $6,188 | ||
| 5. AMERICAN EXPRESS CO | 2016-03-11 | 2021-07-15 | $865 | $298 | $567 | $567 | |
| 3. BERKSHIRE HATHAWAY INC-CL B | 2010-02-17 | 2021-07-15 | $841 | $229 | $612 | $612 | |
| 17. CISCO SYSTEMS INC | 2021-07-15 | $906 | $356 | $550 | $550 | ||
| 11. COMCAST CORP-CLASS A | 2020-01-13 | 2021-07-15 | $636 | $500 | $136 | $136 | |
| 508.967 DFA GLBL RL EST SECS | 2017-04-10 | 2021-07-15 | $6,617 | $5,466 | $1,151 | $1,151 | |
| 5. WALT DISNEY CO | 2012-05-09 | 2021-07-15 | $923 | $226 | $697 | $697 | |
| 3. FEDEX CORP | 2015-12-14 | 2021-07-15 | $896 | $426 | $470 | $470 | |
| 3. GOLDMAN SACHS GROUP INC | 2018-10-31 | 2021-07-15 | $1,134 | $679 | $455 | $455 | |
| 3. HONEYWELL INTERNATIONAL INC | 2020-07-08 | 2021-07-15 | $699 | $433 | $266 | $266 | |
| 6. ISHARES CORE S&P 500 ETF | 2021-07-15 | $2,621 | $1,691 | $930 | $930 | ||
| 6. JPMORGAN CHASE & CO | 2012-05-25 | 2021-07-15 | $937 | $202 | $735 | $735 | |
| 6. LOWE'S COS INC | 2016-10-19 | 2021-07-15 | $1,166 | $417 | $749 | $749 | |
| 4. MICROSOFT CORP | 2013-08-15 | 2021-07-15 | $1,123 | $127 | $996 | $996 | |
| 6. NIKE INC -CL B | 2016-10-12 | 2021-07-15 | $969 | $316 | $653 | $653 | |
| 4. PEPSICO INC | 2009-04-09 | 2021-07-15 | $616 | $210 | $406 | $406 | |
| 20. HEALTH CARE SELECT SECTOR | 2021-07-15 | $2,563 | $1,637 | $926 | $926 | ||
| 29. FINANCIAL SELECT SECTOR SPDR | 2018-10-31 | 2021-07-15 | $1,067 | $766 | $301 | $301 | |
| 17. INDUSTRIAL SELECT SECT SPDR | 2020-04-03 | 2021-07-15 | $1,753 | $959 | $794 | $794 | |
| 2. INDUSTRIAL SELECT SECT SPDR | 2020-11-09 | 2021-07-15 | $206 | $169 | $37 | $37 | |
| 13. TECHNOLOGY SELECT SECT SPDR | 2019-05-10 | 2021-07-15 | $1,974 | $982 | $992 | $992 | |
| 11. COMM SERV SELECT SECTOR SPDR | 2018-08-10 | 2021-07-15 | $894 | $543 | $351 | $351 | |
| 15. REAL ESTATE SELECT SECT SPDR | 2019-03-28 | 2021-07-15 | $691 | $541 | $150 | $150 | |
| 5. SKYWORKS SOLUTIONS INC | 2013-08-23 | 2021-07-15 | $950 | $126 | $824 | $824 | |
| 3. UNITEDHEALTH GROUP INC | 2012-09-27 | 2021-07-15 | $1,246 | $169 | $1,077 | $1,077 | |
| 7. WALMART INC | 2016-01-25 | 2021-07-15 | $989 | $446 | $543 | $543 | |
| 6.566 VANGUARD 500 INDEX-ADM | 2018-02-07 | 2021-10-18 | $2,721 | $1,628 | $1,093 | $1,093 | |
| 20. EXELON CORP | 2015-03-31 | 2021-11-10 | $1,086 | $668 | $418 | $418 | |
| 5. ABBOTT LABORATORIES | 2020-04-03 | 2021-11-17 | $646 | $394 | $252 | $252 | |
| 5. APPLE INC | 2021-11-17 | $770 | $96 | $674 | $674 | ||
| 7. EMERSON ELECTRIC CO | 2009-04-09 | 2021-11-17 | $661 | $223 | $438 | $438 | |
| 2. META PLATFORMS INC-CLASS A | 2018-03-27 | 2021-11-17 | $684 | $303 | $381 | $381 | |
| 51.873 FIDELITY INTL INDX-INST PRM | 2018-01-10 | 2021-11-17 | $2,648 | $2,305 | $343 | $343 | |
| 6. ISHARES CORE S&P 500 ETF | 2020-04-28 | 2021-11-17 | $2,821 | $1,752 | $1,069 | $1,069 | |
| 13. ISHARES CORE S&P MIDCAP ETF | 2020-02-28 | 2021-11-17 | $3,740 | $2,354 | $1,386 | $1,386 | |
| 45. ISHARES CORE MSCI EUROPE ETF | 2021-04-26 | 2021-11-17 | $2,667 | $2,573 | $94 | $94 | |
| 10. MASCO CORP | 2021-03-24 | 2021-11-17 | $682 | $577 | $105 | $105 | |
| 3. MICROSOFT CORP | 2013-08-15 | 2021-11-17 | $1,019 | $95 | $924 | $924 | |
| 6. SPDR S&P SEMICONDUCTOR ETF | 2021-03-10 | 2021-11-17 | $1,450 | $1,057 | $393 | $393 | |
| 2. SALESFORCE.COM INC | 2021-01-28 | 2021-11-17 | $617 | $454 | $163 | $163 | |
| 9. HEALTH CARE SELECT SECTOR | 2018-08-10 | 2021-11-17 | $1,206 | $808 | $398 | $398 | |
| 10. CONSUMER STAPLES SPDR | 2021-11-17 | $725 | $569 | $156 | $156 | ||
| 14. ENERGY SELECT SECTOR SPDR | 2021-11-17 | $800 | $918 | -$118 | -$118 | ||
| 4. TECHNOLOGY SELECT SECT SPDR | 2019-05-10 | 2021-11-17 | $673 | $302 | $371 | $371 | |
| 3. UNION PACIFIC CORP | 2013-11-20 | 2021-11-17 | $720 | $238 | $482 | $482 | |
| 6.789 VANGUARD 500 INDEX-ADM | 2018-02-07 | 2021-11-18 | $2,954 | $1,683 | $1,271 | $1,271 | |
| 534. ISHARES MSCI CHINA ETF | 2021-12-08 | $35,345 | $43,372 | -$8,027 | -$8,027 | ||
| 4. LOWE'S COS INC | 2016-10-19 | 2021-12-10 | $1,036 | $278 | $758 | $758 | |
| 206. VANGUARD S/T CORP BOND ETF | 2021-12-28 | $16,736 | $17,110 | -$374 | -$374 | ||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,337 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,226 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,101 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,101 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,101 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $296 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $296 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $805 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | $10,185 | 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 | $827,228 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,411 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $846,639 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $846,639 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,700 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $833,939 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,101 | TotalTaxAmt |
| Distributable Before Adj | $40,596 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,596 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,596 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,503 | 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 | $36,503 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,596 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,835 | 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 | $36,503 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,835 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,668 | 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 | $36,928 | 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 | $3,648 | |
| Billings Catholic Schools Foundation | ||||||||
| P O BOX 31158 | Billings | MT | 59107 | NONE | PC | PROGRAM SUPPORT | $3,857 | |
| American Red Cross of Montana | ||||||||
| 431 18TH STREET NW | Washington | DC | 20006 | NONE | PC | PROGRAM SUPPORT | $3,648 | |
| Family Service Inc | ||||||||
| PO BOX 1020 | Billings | MT | 59103 | NONE | PC | PROGRAM SUPPORT | $3,648 | |
| Roman Catholic Bishop of Great Falls | ||||||||
| PO BOX 1399 | Great Falls | MT | 594031399 | NONE | PC | PROGRAM SUPPORT | $3,648 | |
| St Bernard's Catholic Parish | ||||||||
| 226 WICKS LANE | Billings | MT | 59105 | NONE | PC | PROGRAM SUPPORT | $3,648 | |
| Billings Central Catholic High School | ||||||||
| 3 BROADWATER AVENUE | Billings | MT | 59101 | NONE | PC | PROGRAM SUPPORT | $3,440 | |
| Adult Resource Alliance of Yellowstone | ||||||||
| 1505 AVENUE D | Billings | MT | 59102 | NONE | PC | PROGRAM SUPPORT | $3,648 | County |
| Montana Rescue Mission | ||||||||
| PO BOX 3232 | Billings | MT | 59103 | NONE | PC | PROGRAM SUPPORT | $3,648 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,833 | 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 | $19,877 | 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 | $67,226 | 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 | $87,103 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,103 | 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 | $1,124 | Amt |
| Disbursements Charitable Prps | $1,124 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| TIMING OF INCOME | $55 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $214 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $181 | $181 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $88 | $88 | $0 |
Comments