FRANK AND MARY CIPECH CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FRANK AND MARY CIPECH CHARITABLE TRUST (EIN 27-0301768)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-04
- IRS object ID
- 202141249349101824
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-04T14:00:05-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-04-27 | 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 | 2021-04-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $813,393 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,613 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,613 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,340 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $357,359 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,340 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $27,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,953 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,853 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,640 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,213 | 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 | $1,062 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,062 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $944 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $193 | 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 | $10,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,868 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,868 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,143 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,120 | 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 | $681,042 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $665,860 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $813,393 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $681,042 | TotalAssetsBOYAmt |
| Total Assets EOY | $665,860 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $813,393 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $681,042 | CapitalStockBOYAmt |
| Capital Stock EOY | $665,860 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $681,042 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $665,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $681,042 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $665,860 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $681,042 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,774 | ExcessRevenueOverExpensesAmt |
| Other Increases | $594 | OtherIncreasesAmt |
| Subtotal | $665,862 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $665,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (114 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8. WALT DISNEY CO/THE | 2012-05-09 | 2020-01-13 | $1,152 | $361 | $791 | $791 | |
| 14. MICROCHIP TECHNOLOGY INC | 2018-10-31 | 2020-01-13 | $1,563 | $917 | $646 | $646 | |
| 9. MICROCHIP TECHNOLOGY INC | 2018-10-31 | 2020-01-13 | $1,003 | $590 | $413 | $413 | |
| 1386.764 VANGUARD GNMA FUND-ADM | 2020-01-13 | $14,630 | $14,803 | -$173 | -$173 | ||
| 10. INDUSTRIAL SELECT SECT SPDR | 2019-07-10 | 2020-01-27 | $822 | $768 | $54 | $54 | |
| 8. INDUSTRIAL SELECT SECT SPDR | 2018-02-02 | 2020-01-27 | $658 | $633 | $25 | $25 | |
| 12. SKYWORKS SOLUTIONS INC | 2013-08-23 | 2020-01-27 | $1,412 | $302 | $1,110 | $1,110 | |
| 6. PEPSICO INC | 2020-02-07 | $868 | $312 | $556 | $556 | ||
| 6. PEPSICO INC | 2009-04-09 | 2020-02-07 | $868 | $315 | $553 | $553 | |
| 16. MCKESSON CORP | 2020-02-21 | $2,736 | $2,366 | $370 | $370 | ||
| 1450.777 VANGUARD I/T INVEST GRD-ADM | 2020-02-28 | $15,016 | $14,321 | $695 | $695 | ||
| 1460.491 VANGUARD I/T INVEST GRD-ADM | 2016-04-27 | 2020-03-09 | $15,175 | $14,517 | $658 | $658 | |
| 1864.928 VANGUARD INTM TERM TREAS-ADM | 2019-09-04 | 2020-03-13 | $22,081 | $21,633 | $448 | $448 | |
| 1363.508 VANGUARD INTM TERM TREAS-ADM | 2020-03-13 | $16,144 | $15,404 | $740 | $740 | ||
| 18. AMERICAN EXPRESS CO | 2020-03-19 | $1,307 | $1,201 | $106 | $106 | ||
| 14. TECHNOLOGY SELECT SECT SPDR | 2018-03-16 | 2020-03-19 | $1,065 | $976 | $89 | $89 | |
| 7. BOEING CO/THE | 2020-03-20 | $691 | $2,337 | -$1,646 | -$1,646 | ||
| 596.213 DFA US SMALL CAP PORTFOLIO | 2020-04-01 | $13,099 | $16,922 | -$3,823 | -$3,823 | ||
| 40.493 DFA US SMALL CAP PORTFOLIO | 2019-08-20 | 2020-04-01 | $890 | $1,298 | -$408 | -$408 | |
| 16. GILEAD SCIENCES INC | 2012-05-04 | 2020-04-03 | $1,230 | $406 | $824 | $824 | |
| 17. GILEAD SCIENCES INC | 2020-04-03 | $1,300 | $956 | $344 | $344 | ||
| 18. GILEAD SCIENCES INC | 2020-04-03 | $1,377 | $1,280 | $97 | $97 | ||
| 10. CONSUMER DISCRETIONARY SELT | 2019-05-14 | 2020-04-22 | $1,095 | $1,145 | -$50 | -$50 | |
| 744.769 DFA EMERGING MARKETS SML CAP | 2020-04-27 | $11,782 | $15,573 | -$3,791 | -$3,791 | ||
| 43. EXXON MOBIL CORP | 2020-05-13 | $1,813 | $3,341 | -$1,528 | -$1,528 | ||
| 8. CHEVRON CORP | 2010-09-13 | 2020-05-18 | $743 | $633 | $110 | $110 | |
| 9. CHEVRON CORP | 2020-05-18 | $837 | $722 | $115 | $115 | ||
| 3777.675 VANGUARD I/T INVEST GRD-ADM | 2020-06-02 | $39,288 | $36,733 | $2,555 | $2,555 | ||
| 9080.38 VANGUARD I/T INVEST GRD-ADM | 2020-06-02 | $94,436 | $92,084 | $2,352 | $2,352 | ||
| 3. APPLE INC | 2014-03-28 | 2020-07-08 | $1,139 | $230 | $909 | $909 | |
| 22. CONSUMER STAPLES SPDR | 2018-05-16 | 2020-07-08 | $1,313 | $1,092 | $221 | $221 | |
| 26. COMM SERV SELECT SECTOR SPDR | 2018-08-10 | 2020-07-08 | $1,456 | $1,283 | $173 | $173 | |
| 2. APPLE INC | 2014-03-28 | 2020-07-24 | $742 | $153 | $589 | $589 | |
| 9. BRISTOL-MYERS SQUIBB CO | 2013-02-05 | 2020-07-24 | $519 | $333 | $186 | $186 | |
| 2. FACEBOOK INC-CLASS A | 2020-07-24 | $461 | $335 | $126 | $126 | ||
| 5. LOWE'S COS INC | 2016-10-19 | 2020-07-24 | $736 | $347 | $389 | $389 | |
| 3. MICROSOFT CORP | 2013-08-15 | 2020-07-24 | $605 | $95 | $510 | $510 | |
| 5. NIKE INC -CL B | 2016-10-12 | 2020-07-24 | $493 | $263 | $230 | $230 | |
| 11. HEALTH CARE SELECT SECTOR | 2018-04-04 | 2020-07-24 | $1,156 | $885 | $271 | $271 | |
| 7. TECHNOLOGY SELECT SECT SPDR | 2020-07-24 | $737 | $486 | $251 | $251 | ||
| 9. COMM SERV SELECT SECTOR SPDR | 2018-08-10 | 2020-07-24 | $511 | $444 | $67 | $67 | |
| 16. REAL ESTATE SELECT SECT SPDR | 2019-03-28 | 2020-07-24 | $557 | $577 | -$20 | -$20 | |
| 3. UNION PACIFIC CORP | 2013-11-20 | 2020-07-24 | $529 | $238 | $291 | $291 | |
| 69. VANGUARD INT-TERM CORPORATE | 2020-06-03 | 2020-07-24 | $6,655 | $6,478 | $177 | $177 | |
| 71.805 FIDELITY INTL INDX-INST PRM | 2018-01-10 | 2020-07-27 | $2,891 | $3,191 | -$300 | -$300 | |
| 67.912 VANGUARD EM MKT STK IND-ADM | 2014-03-20 | 2020-07-27 | $2,448 | $2,176 | $272 | $272 | |
| 12.296 VANGUARD 500 INDEX-ADM | 2017-03-06 | 2020-07-27 | $3,679 | $2,705 | $974 | $974 | |
| 1. TECHNOLOGY SELECT SECT SPDR | 2018-05-16 | 2020-09-04 | $114 | $69 | $45 | $45 | |
| 5.043 VANGUARD 500 INDEX-ADM | 2017-03-06 | 2020-09-04 | $1,600 | $1,109 | $491 | $491 | |
| 15. STARBUCKS CORP | 2016-04-18 | 2020-09-16 | $1,327 | $915 | $412 | $412 | |
| 8. STARBUCKS CORP | 2020-09-16 | $710 | $471 | $239 | $239 | ||
| 11. STARBUCKS CORP | 2017-06-29 | 2020-09-16 | $981 | $645 | $336 | $336 | |
| 7. XILINX INC | 2020-01-13 | 2020-10-30 | $840 | $695 | $145 | $145 | |
| 8. XILINX INC | 2020-01-13 | 2020-10-30 | $964 | $795 | $169 | $169 | |
| 88. UBER TECHNOLOGIES INC | 2020-11-09 | $4,293 | $3,077 | $1,216 | $1,216 | ||
| 1388.051 EATON VANCE FLNG RT ADV-I | 2020-11-19 | $14,269 | $15,140 | -$871 | -$871 | ||
| 3872.569 EATON VANCE FLNG RT ADV-I | 2020-11-19 | $39,810 | $40,943 | -$1,133 | -$1,133 | ||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P | |||||
| CAPITAL GAIN DIVIDENDS | $743 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,340 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $294 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $294 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $294 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $376 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $376 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $82 | OverpaymentAmt |
| Applied To ES Tax | $82 | 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 | $8,853 | 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 | $703,210 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,913 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $739,123 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $739,123 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,087 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $728,036 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,402 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,402 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $294 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $294 | TotalTaxAmt |
| Distributable Before Adj | $36,108 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,108 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,108 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,143 | 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 | $36,143 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,143 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,108 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,870 | 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 | $36,143 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,870 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,273 | 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 | $32,835 | 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 | $3,652 | |
| Billings Catholic Schools Foundation | ||||||||
| P O BOX 31158 | Billings | MT | 59107 | NONE | PC | PROGRAM SUPPORT | $3,652 | |
| American Red Cross of Montana | ||||||||
| 431 18TH STREET NW | Washington | DC | 20006 | NONE | PC | PROGRAM SUPPORT | $3,652 | |
| Family Service Inc | ||||||||
| PO BOX 1020 | Billings | MT | 59103 | NONE | PC | PROGRAM SUPPORT | $3,652 | |
| Roman Catholic Bishop of Great Falls | ||||||||
| PO BOX 1399 | Great Falls | MT | 594031399 | NONE | PC | PROGRAM SUPPORT | $3,652 | |
| St Bernard's Catholic Parish | ||||||||
| 226 WICKS LANE | Billings | MT | 59105 | NONE | PC | PROGRAM SUPPORT | $3,652 | |
| Billings Central Catholic High School | ||||||||
| 3 BROADWATER AVENUE | Billings | MT | 59101 | NONE | PC | PROGRAM SUPPORT | $3,652 | |
| Adult Resource Alliance of Yellowstone | ||||||||
| 1505 AVENUE D | Billings | MT | 59102 | NONE | PC | PROGRAM SUPPORT | $3,652 | County |
| Montana Rescue Mission | ||||||||
| PO BOX 3232 | Billings | MT | 59103 | NONE | PC | PROGRAM SUPPORT | $3,652 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,868 | 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 | $18,613 | 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 | $9,340 | 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 | $27,953 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,953 | 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 | $1,062 | Amt |
| Disbursements Charitable Prps | $1,062 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING OF INCOME | Desc |
| Amt | $594 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $375 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $376 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $123 | $123 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $70 | $70 | $0 |
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