FRANK AND MARY CIPECH CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRANK AND MARY CIPECH CHARITABLE TRUST (EIN 27-0301768)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-15
- IRS object ID
- 202001369349100240
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-15T13:00:22-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | AVP | PersonTitleTxt |
| Phone | 8887914075 | PhoneNum |
| Signature | 2020-04-23 | 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 | 2020-04-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.228.253.241 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E79ED2A16204EACE763C35CBE70179EBCF502331 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C288305A39574A23E619C3FED5C533AAABB0CCD3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $757,592 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,262 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,250 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $339,959 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,250 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $44,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,512 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,869 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,652 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,217 | 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 | $1,012 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,012 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $435 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $402 | 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 | $10,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,054 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,229 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,381 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,381 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,054 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $815 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,458 | 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 | $680,653 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $681,042 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $757,592 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $680,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $681,042 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $757,592 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $680,653 | CapitalStockBOYAmt |
| Capital Stock EOY | $681,042 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $680,653 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $681,042 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $680,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $681,042 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $680,653 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $815 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $681,468 | SubtotalAmt |
| Other Decreases | $426 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $681,042 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 37. DOWDUPONT INC | 2011-03-03 | 2019-02-08 | $1,899 | $1,448 | $451 | $451 | |
| 1. FACEBOOK INC-CLASS A | 2018-03-09 | 2019-02-08 | $165 | $184 | -$19 | -$19 | |
| 8. FACEBOOK INC-CLASS A | 2016-11-18 | 2019-02-08 | $1,319 | $937 | $382 | $382 | |
| 24. CONSUMER DISCRETIONARY SELT | 2018-03-16 | 2019-02-15 | $2,638 | $2,537 | $101 | $101 | |
| 28. JPMORGAN CHASE & CO | 2012-05-25 | 2019-03-28 | $2,806 | $965 | $1,841 | $1,841 | |
| 2595.517 DFA INFLATION PROT SECURITES | 2018-03-12 | 2019-04-09 | $30,419 | $30,315 | $104 | $104 | |
| 2612.748 DFA COMMODITY STRATEGY PORT | 2017-01-12 | 2019-04-09 | $14,814 | $16,604 | -$1,790 | -$1,790 | |
| 222.736 DFA US SMALL CAP PORTFOLIO | 2015-04-13 | 2019-05-10 | $7,640 | $7,255 | $385 | $385 | |
| 37. QUALCOMM INC | 2017-02-02 | 2019-05-10 | $3,130 | $1,873 | $1,257 | $1,257 | |
| .087 VANGUARD 500 INDEX-ADM | 2016-01-20 | 2019-05-10 | $23 | $15 | $8 | $8 | |
| 16. STARBUCKS CORP | 2016-04-18 | 2019-05-14 | $1,234 | $976 | $258 | $258 | |
| 9. WALT DISNEY CO/THE | 2009-05-01 | 2019-05-29 | $1,184 | $196 | $988 | $988 | |
| 10. WALT DISNEY CO/THE | 2012-05-09 | 2019-05-29 | $1,318 | $340 | $978 | $978 | |
| 98.544 DFA US SMALL CAP PORTFOLIO | 2018-11-13 | 2019-06-26 | $3,249 | $3,462 | -$213 | -$213 | |
| 325.568 DFA US SMALL CAP PORTFOLIO | 2015-04-13 | 2019-06-26 | $10,734 | $10,604 | $130 | $130 | |
| 234.139 AMER FNDS EUROPAC GROW-F3 | 2016-06-27 | 2019-06-26 | $12,276 | $9,775 | $2,501 | $2,501 | |
| 10. MCKESSON CORP | 2016-04-18 | 2019-07-10 | $1,397 | $1,139 | $258 | $258 | |
| 24. MONDELEZ INTERNATIONAL INC-A | 2012-11-02 | 2019-07-10 | $1,326 | $587 | $739 | $739 | |
| 15. MONDELEZ INTERNATIONAL INC-A | 2012-11-02 | 2019-07-10 | $829 | $393 | $436 | $436 | |
| 23. SCHLUMBERGER LTD | 2018-11-30 | 2019-08-12 | $789 | $1,044 | -$255 | -$255 | |
| 30. SCHLUMBERGER LTD | 2018-03-09 | 2019-08-12 | $1,029 | $1,858 | -$829 | -$829 | |
| 68.981 INV OPP DEVELOP MRKTS-R6 | 2013-04-25 | 2019-08-20 | $2,836 | $2,426 | $410 | $410 | |
| 484.634 VANGUARD I/T INVEST GRD-ADM | 2014-03-20 | 2019-08-20 | $4,900 | $4,740 | $160 | $160 | |
| 133.223 VANGUARD I/T INVEST GRD-ADM | 2010-11-09 | 2019-08-20 | $1,347 | $1,388 | -$41 | -$41 | |
| 295.953 VANGUARD S/T INVEST GRD-ADM | 2009-02-26 | 2019-08-20 | $3,184 | $2,880 | $304 | $304 | |
| 137.191 VANGUARD SHRT TRM FED-ADM | 2017-03-16 | 2019-08-20 | $1,479 | $1,465 | $14 | $14 | |
| 4.36 VANGUARD 500 INDEX-ADM | 2016-01-20 | 2019-08-20 | $1,170 | $748 | $422 | $422 | |
| 5927.36 VANGUARD S/T INVEST GRD-ADM | 2015-04-13 | 2019-09-03 | $63,897 | $59,066 | $4,831 | $4,831 | |
| 1305.599 VANGUARD SHRT TRM FED-ADM | 2019-06-27 | 2019-09-03 | $14,087 | $13,983 | $104 | $104 | |
| 2643.191 VANGUARD SHRT TRM FED-ADM | 2018-03-12 | 2019-09-03 | $28,520 | $28,198 | $322 | $322 | |
| 109.588 VANGUARD 500 INDEX-ADM | 2017-03-06 | 2019-10-09 | $29,542 | $20,191 | $9,351 | $9,351 | |
| 6. APPLE INC | 2014-03-28 | 2019-10-16 | $1,404 | $454 | $950 | $950 | |
| 9. MICROSOFT CORP | 2013-08-15 | 2019-11-01 | $1,288 | $286 | $1,002 | $1,002 | |
| 21. EMERSON ELECTRIC CO | 2009-04-09 | 2019-11-12 | $1,557 | $670 | $887 | $887 | |
| 38. INDUSTRIAL SELECT SECT SPDR | 2018-02-02 | 2019-11-12 | $3,117 | $3,008 | $109 | $109 | |
| 57.047 INV OPP DEVELOP MRKTS-R6 | 2013-04-25 | 2019-11-20 | $2,525 | $2,006 | $519 | $519 | |
| 1. ALPHABET INC-CL A | 2016-11-18 | 2019-11-20 | $1,309 | $779 | $530 | $530 | |
| 4. AMERICAN EXPRESS CO | 2013-08-29 | 2019-11-20 | $479 | $290 | $189 | $189 | |
| 2. APPLE INC | 2014-03-28 | 2019-11-20 | $530 | $153 | $377 | $377 | |
| 72.033 DFA EMERGING MARKETS SML CAP | 2014-03-20 | 2019-11-20 | $1,438 | $1,453 | -$15 | -$15 | |
| 39.957 DFA US SMALL CAP PORTFOLIO | 2018-11-13 | 2019-11-20 | $1,371 | $1,404 | -$33 | -$33 | |
| 3919.122 DFA COMMODITY STRATEGY PORT | 2018-01-11 | 2019-11-20 | $21,202 | $23,500 | -$2,298 | -$2,298 | |
| 242.865 DFA COMMODITY STRATEGY PORT | 2019-08-20 | 2019-11-20 | $1,314 | $1,277 | $37 | $37 | |
| 174.588 DFA GLBL RL EST SECS | 2017-04-10 | 2019-11-20 | $2,191 | $1,875 | $316 | $316 | |
| 3. WALT DISNEY CO/THE | 2012-05-09 | 2019-11-20 | $445 | $136 | $309 | $309 | |
| 12.036 AMER FNDS EUROPAC GROW-F3 | 2016-06-27 | 2019-11-20 | $658 | $502 | $156 | $156 | |
| 16. EXELON CORP | 2015-03-31 | 2019-11-20 | $722 | $535 | $187 | $187 | |
| 50.825 FIDELITY INTL INDX-INST PRM | 2018-01-10 | 2019-11-20 | $2,174 | $2,259 | -$85 | -$85 | |
| 2. GOLDMAN SACHS GROUP INC | 2018-10-31 | 2019-11-20 | $437 | $453 | -$16 | -$16 | |
| 97.931 GLDMN SCHS INTL S/C INSG-INS | 2013-12-04 | 2019-11-20 | $1,162 | $1,029 | $133 | $133 | |
| 26. MATERIALS SELECT SECTOR SPDR | 2019-02-08 | 2019-11-20 | $1,556 | $1,364 | $192 | $192 | |
| 18. MATERIALS SELECT SECTOR SPDR | 2018-06-18 | 2019-11-20 | $1,077 | $1,071 | $6 | $6 | |
| 50. FINANCIAL SELECT SECTOR SPDR | 2018-10-31 | 2019-11-20 | $1,485 | $1,348 | $137 | $137 | |
| 6. TECHNOLOGY SELECT SECT SPDR | 2018-03-16 | 2019-11-20 | $526 | $418 | $108 | $108 | |
| 80.288 VANGUARD GNMA FUND-ADM | 2009-03-19 | 2019-11-20 | $849 | $857 | -$8 | -$8 | |
| 74.869 VANGUARD EM MKT STK IND-ADM | 2014-03-20 | 2019-11-20 | $2,637 | $2,399 | $238 | $238 | |
| 9.031 VANGUARD 500 INDEX-ADM | 2017-03-06 | 2019-11-20 | $2,598 | $1,987 | $611 | $611 | |
| 2834.045 TEMPLETON GLOBAL BOND-ADV | 2015-04-13 | 2019-12-18 | $29,899 | $36,755 | -$6,856 | -$6,856 | |
| 207.875 TEMPLETON GLOBAL BOND-ADV | 2019-08-20 | 2019-12-18 | $2,193 | $2,237 | -$44 | -$44 | |
| CAPITAL GAIN DIVIDENDS | $1,983 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,250 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,823 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $740,804 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049707 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,094 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $752,733 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047951 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,469 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $716,572 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048103 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,491 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $760,670 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049287 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,970 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $780,187 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047386 | DistributionYr5Rt |
| Total Distribution | 0.242434 | TotalDistributionRt |
| Average Distribution | 0.048487 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $729,433 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,368 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $375 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,743 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,610 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $375 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $375 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $375 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $375 | 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 | TIFFIANNY STEFFES | BusinessNameLine1Txt |
| Business Name Line2 | FIRST INTERSTATE BAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4062555238 | 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 | $8,869 | 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 | $722,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,096 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $740,541 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $740,541 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $729,433 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,472 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $375 | TotalTaxAmt |
| Distributable Before Adj | $36,097 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,097 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,097 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,610 | 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 | $36,610 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $375 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,235 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,097 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,383 | 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 | $36,610 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,383 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,227 | 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 | $32,870 | 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)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| UNICEF | ||||||||
| Attn Planned Giving | 125 MAIDEN LANE | New York | NY | 10038 | NONE | PC | PROGRAM SUPPORT | $3,709 |
| Billings Catholic Schools Foundation | ||||||||
| P O BOX 31158 | Billings | MT | 59107 | NONE | PC | PROGRAM SUPPORT | $3,709 | |
| American Red Cross Midland | ||||||||
| Midland Empire District Attn Rodney | 1300 28TH STREET | Great Falls | MT | 59403 | NONE | PC | PROGRAM SUPPORT | $3,709 |
| Family Service Inc | ||||||||
| ATTN Stacy Brown Executive Director | PO BOX 1020 | Billings | MT | 59103 | NONE | PC | PROGRAM SUPPORT | $3,709 |
| Roman Catholic Bishop of Great Falls | ||||||||
| PO BOX 1399 | Great Falls | MT | 594031399 | NONE | PC | PROGRAM SUPPORT | $3,709 | |
| St Bernard's Catholic Parish | ||||||||
| 226 WICKS LANE | Billings | MT | 59105 | NONE | PC | PROGRAM SUPPORT | $3,709 | |
| Billings Central Catholic High School | ||||||||
| 3 BROADWATER AVENUE | Billings | MT | 59101 | NONE | PC | PROGRAM SUPPORT | $3,709 | |
| Adult Resource Alliance of Yellowstone | ||||||||
| Attn Bea Ann Melichar Exec Director | 1505 AVENUE D | Billings | MT | 59102 | NONE | PC | PROGRAM SUPPORT | $3,709 |
| Montana Rescue Mission | ||||||||
| PO BOX 3232 | Billings | MT | 59103 | NONE | PC | PROGRAM SUPPORT | $3,709 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,381 | 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 | $21,262 | 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 | $23,250 | 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 | $44,512 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,512 | 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 | $1,012 | Amt |
| Disbursements Charitable Prps | $1,012 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $3 |
| TIMING OF INCOME | $423 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $33 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $210 | $210 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $192 | $192 | $0 |
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