ANGORA RIDGE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANGORA RIDGE FOUNDATION INC (EIN 20-1674794)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202111349349100146
- Schema version
- 2020v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T10:48:49-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE CIOLINO CPA JD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 E BELL ROAD SUITE 13 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201674794 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANGORA RIDGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DANIEL WEINBERG | InCareOfNm |
| Business Name Control | ANGO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1524 WEST LAKESHORE DRIVE | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59937 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOLLY JARMUSZ | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8474410036 | PhoneNum |
| Signature | 2021-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MOLLY | PersonFirstNm |
| Person Last | JARMUSZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE CIOLINO | PreparerPersonNm |
| PTIN | P00119215 | PTIN |
| Phone | 6023144436 | PhoneNum |
| Preparation | 2021-05-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $8,993,385 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $142,812 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,812 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $424,642 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,708,976 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $424,642 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $567,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $567,454 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,167 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,167 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $34,311 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,311 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,338 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,338 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $62 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $51,878 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,711 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,167 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $448,746 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $448,746 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $500,624 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,711 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $449,913 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $516,743 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $310,005 | CashBOYAmt |
| Cash EOY | $335,342 | CashEOYAmt |
| Cash EOYFMV | $335,342 | CashEOYFMVAmt |
| US Government Obligations BOY | $883,225 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $872,770 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $924,371 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,827,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,879,815 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,683,638 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,672 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,228 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $50,034 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $146 | OtherAssetsBOYAmt |
| Other Assets EOY | $10 | OtherAssetsEOYAmt |
| Total Assets BOY | $5,071,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,138,165 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,993,385 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,904,477 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,904,477 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,166,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,233,688 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,071,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,138,165 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,071,335 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,138,165 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,071,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,830 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,138,165 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,138,165 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CIBC NATIONAL TRUST CO | $230,837 | $228,261 | $2,576 | $2,576 | |
| CIBC NATIONAL TRUST CO | $1,130,684 | $916,114 | $214,570 | $214,570 | |
| SEE STATEMENT ATTACHED | $347,456 | $146,783 | $200,673 | $200,673 | |
| CAPITAL GAIN DIVIDENDS | $6,823 | P | |||
| CAPITAL GAIN DIVIDENDS | $6,823 | P | |||
| CAPITAL GAIN DIVIDENDS | $6,823 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $424,642 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,183 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,183 | SubtotalAmt |
| Tax Based On Investment Income | $7,183 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,826 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $10,826 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,643 | OverpaymentAmt |
| Applied To ES Tax | $3,643 | AppliedToESTaxAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL WEINBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4068629131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1524 WEST LAKESHORE DRIVE | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59937 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL C WEINBERG | ||||||||
| 1524 WEST LAKESHORE DRIVE | WHITEFISH | MT | 59937 | PRESIDENT AND DIRECTOR | 0 | $0 | $0 | $0 |
| ZACHARY WEINBERG | ||||||||
| 210 SHEFFIELD ROAD | ALAMEDA | CA | 94502 | SECRETARY AND DIRECTOR | 0 | $0 | $0 | $0 |
| MOLLY JARMUSZ | ||||||||
| 555 CHERRY STREET | WINNETKA | IL | 60093 | TREASURER | 0 | $0 | $0 | $0 |
| ABIGAIL WEINBERG | ||||||||
| 1524 WEST LAKESHORE DRIVE | WHITEFISH | MT | 59937 | DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
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 | $7,620,772 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $290,482 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,911,254 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,911,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,792,585 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $389,629 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $389,629 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,183 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,183 | TotalTaxAmt |
| Distributable Before Adj | $382,446 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $382,446 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $382,446 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $449,913 | 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 | $449,913 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $449,913 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $382,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $63,720 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,179 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,491 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,754 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $161,144 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $449,913 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $382,446 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,467 | RemainingDistriFromCorpusAmt |
| Total Corpus | $228,611 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $63,720 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $164,891 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,179 | ExcessFromYear4Amt |
| Excess From Year3 | $65,491 | ExcessFromYear3Amt |
| Excess From Year2 | $1,754 | ExcessFromYear2Amt |
| Excess From Current Year | $67,467 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FORWARD MONTANA FOUNDATION | |||||||
| 2822 3RD AVENUE 203 | BILLINGS | MT | 59101 | N/A | PC | OPERATING FUNDS | $6,000 |
| MONTANA JUSTICE FOUNDATION | |||||||
| 111 N HIGGINS 516 | MISSOULA | MO | 59802 | N/A | PC | OPERATING FUNDS | $521 |
| COLLEGE BOUND OPPORTUNITIES | |||||||
| 2033 MILWAUKEE | RIVERSWOOD | IL | 60015 | N/A | PC | OPERATING FUNDS | $5,000 |
| UCSF FOUNDATION | |||||||
| 220 MONTGOMERY ST | SAN FRANCISCO | CA | 94143 | N/A | PC | OPERATING FUNDS | $1,000 |
| ACLU OF MT FOUNDATION | |||||||
| PO BOX 1317 | HELENA | MT | 59624 | N/A | PC | OPERATING FUNDS | $105,000 |
| KALICO ART CENTER | |||||||
| 149 MAIN STREET | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $13,000 |
| POLSON SCHOOL DIST 23SPECIAL NEEDS PLAYGROUND | |||||||
| 111 4TH AVE EAST | POLSON | MT | 59860 | N/A | PC | OPERATING FUNDS | $500 |
| MONTANA FOOD BANK NETWORK | |||||||
| 5625 EXPRESSWAY | MISSOULA | MT | 59808 | N/A | PC | OPERATING FUNDS | $5,000 |
| MONTANA INNOCENCE PROJECT | |||||||
| PO BOX7607 | MISSOULA | MT | 59807 | N/A | PC | OPERATING FUNDS | $101,500 |
| FARM HANDS-NOURISH THE FLATHEAD | |||||||
| 100 E SECOND ST | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $15,000 |
| GIVEDIRECTLY INC | |||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | OPERATING FUNDS | $10,000 |
| MT HUMAN RIGHTS NETWORK | |||||||
| PO BOX 1509 | HELENA | MT | 59624 | N/A | PC | OPERATING FUNDS | $1,510 |
| DYSTONIA MEDICAL RESEARCH FOUNDATION | |||||||
| ONE E WACKER DR SUITE 2430 | CHICAGO | IL | 60601 | N/A | PC | OPERATING FUNDS | $1,500 |
| SKOKIE NORTHSHORE SCULPTURE PARK | |||||||
| PO BOX 692 | SKOKIE | IL | 60076 | N/A | PC | OPERATING FUNDS | $1,667 |
| POINTE BLUE CONSERVATION SCIENCE | |||||||
| 999 MESA RD | BOLINAS | CA | 94924 | N/A | PC | OPERATING FUNDS | $3,000 |
| CHILDREN'S HOUSE MONTESSORI SCHOOL | |||||||
| 1301 E 7TH ST | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $515 |
| FLATHEAD LAKERS | |||||||
| PO BOX 70 | POLSON | MT | 59860 | N/A | PC | OPERATING FUNDS | $52 |
| LEAGUE TO SAVE LAKE TAHOE | |||||||
| 2608 LAKE TAHOE BLVD | SOUTH LAKE TAHOE | CA | 96150 | N/A | PC | OPERATING FUNDS | $5,000 |
| HAWAII ISLAND HUMANE SOCIETY | |||||||
| 16-873 KEAAU-PAHOA RD | KEAAU | HI | 96749 | N/A | PC | OPERATING FUNDS | $1,030 |
| SHARE OUR STRENGTH | |||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | N/A | PC | OPERATING FUNDS | $10,000 |
| CENTURION MINISTRIES | |||||||
| 221 WITHERSPOON | PRINCETON | NJ | 08542 | N/A | PC | OPERATING FUNDS | $1,038 |
| KIDS FOR THE BAY | |||||||
| 1711 ALCATRAZ AVE | BERKELEY | CA | 94703 | N/A | PC | OPERATING FUNDS | $7,500 |
| FOOD BASKET INC | |||||||
| 40 HOLOMUA ST | HILO | HI | 96720 | N/A | PC | OPERATING FUNDS | $500 |
| PRESERVATION CASCADE | |||||||
| 1409 4TH AVENUE | GREAT FALLS | MT | 59425 | N/A | PC | OPERATING FUNDS | $50 |
| POINT REYES NATIONAL SEASHORE | |||||||
| 1 BEAR VALLEY ROAD | POINT REYES STATION | CA | 94956 | N/A | PC | OPERATING FUNDS | $36,500 |
| ACLU OF NORTHERN CALIFORNIA | |||||||
| 39 DRUMM STREET | SAN FRANCISCO | CA | 94111 | N/A | PC | OPERATING FUNDS | $10,000 |
| MARINE MAMMAL FOUNDATION | |||||||
| 2240 SHELTER ISLAND DRIVE 200 | SAN DIEGO | CA | 92106 | N/A | PC | OPERATING FUNDS | $3,000 |
| QUEENS BEST STUMPY DOG RESCUE | |||||||
| 4821 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91601 | N/A | PC | OPERATING FUNDS | $500 |
| WHITEFISH COMMUNITY FOUNDATION | |||||||
| 214 2ND STREET | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $7,000 |
| WHITEFISH LEGACY PARTNERS | |||||||
| PO BOX 1895 | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $2,000 |
| ALZHEIMER'S ASSOCIATION - WALK TO END ALZHEIMERS | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | N/A | PC | OPERATING FUNDS | $50 |
| NORTH VALLEY FOOD BANK NETWORK | |||||||
| 251 FLATHEAD | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $15,000 |
| MONTANA PUBLIC RADIO | |||||||
| 32 CAMPUS DRIVE | MISSOULA | MT | 59812 | N/A | PC | OPERATING FUNDS | $100 |
| GIANTS COMMUNITY FOUNDATION | |||||||
| 24 WILLIE MAYS PLAZA | SAN FRANCISCO | CA | 94607 | N/A | PC | OPERATING FUNDS | $1,000 |
| 5 GYRES | |||||||
| 550 E RUSTIC ROAD | SANTA MONICA | CA | 90402 | N/A | PC | OPERATING FUNDS | $1,000 |
| UNIVERSITY OF MONTANA | |||||||
| 32 CAMPUS DRIVE | MISSOULA | MT | 59812 | N/A | PC | OPERATING FUNDS | $65,000 |
| CENTER FOR MUSIC BY PEOPLE WITH DISABILITIES | |||||||
| 415 W CENTRAL AVE | MISSOULA | MT | 59801 | N/A | PC | OPERATING FUNDS | $300 |
| PLASTIC POLLUTION COALITION | |||||||
| 2150 ALLSTON WAY 460 | BERKELEY | CA | 94704 | N/A | PC | OPERATING FUNDS | $1,000 |
| FRIENDS OF MONTANA PBS | |||||||
| THE UNIVERSITY OF MONTANA | MISSOULA | MT | 59812 | N/A | PC | OPERATING FUNDS | $35 |
| CASA FOR KIDS INC | |||||||
| 1203 US HWY 2 W | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $500 |
| SURFRIDER FOUNDATION | |||||||
| 942 CALLE NEGOCIO | SAN CLEMENTE | CA | 92673 | N/A | PC | OPERATING FUNDS | $1,000 |
| SIERRA CLUB | |||||||
| 909 12TH STREET | SACRAMENTO | CA | 95814 | N/A | PC | OPERATING FUNDS | $1,000 |
| DREAM ADAPTIVE RECREATION | |||||||
| PO BOX 4084 | WHITFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $500 |
| GLACIER INSTITUTE | |||||||
| 320 NUCLEAUS AVE | COLUMBIA FALLS | MT | 59912 | N/A | PC | OPERATING FUNDS | $500 |
| HABITAT FOR HUMANITY | |||||||
| 824 MEMORIAL DR | ATLANTA | GA | 30316 | N/A | PC | OPERATING FUNDS | $500 |
| WHITEFISH HOUSING | |||||||
| 100 EAST 4TH STREET | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $500 |
| HUMANE SOCIETY OF NORTHWEST MONTANA | |||||||
| 100 ADOPT A PET WAY | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $500 |
| NORTH VALLEY MUSIC SCHOOL | |||||||
| 432 SPOKANE AVE | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $1,000 |
| SPARROW NEST OF NW MONTANA | |||||||
| 215 3RD AVE E | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $500 |
| CENTER FOR RESTORATIVE JUSTICE | |||||||
| PO BOX 17434 | WASHINGTON | DC | 20041 | N/A | PC | OPERATING FUNDS | $1,000 |
| TRUST MONTANA | |||||||
| PO BOX 8791 | MISSOULA | MT | 59807 | N/A | PC | OPERATING FUNDS | $103 |
| NV HOSPITAL FOUNDATION | |||||||
| 2700 DOLBEER STREET | EUREKA | CA | 95501 | N/A | PC | OPERATING FUNDS | $1,500 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | N/A | PC | OPERATING FUNDS | $1,000 |
| CITIZEN FOR A BETTER | |||||||
| PO BOX 1 | FREEMONT | CA | 94537 | N/A | PC | OPERATING FUNDS | $205 |
| HOCKADAY MUSEUM OF ART | |||||||
| 302 2ND AVENUE | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $70 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $448,746 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,812 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $424,642 | 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 | $567,454 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $567,454 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,167 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,167 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST/DIVIDEND/SALE REC | Desc |
| BOY Book Value | $146 | BOYBookValueAmt |
| EOY Book Value | $10 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $62 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $62 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $30,376 | $30,376 |
| THE PRIVATE BANK FEES | $2,533 | $2,533 |
| ACCOUNTING FEES | $1,300 | $1,300 |
| GLACIER BANK FEES | $102 | $102 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | ||
| FEDERAL EXCISE TAX | $16,338 | $16,338 |
Comments