HOMESTEAD FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HOMESTEAD FOUNDATION INC (EIN 52-2389050)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-11
IRS object ID
202013169349102161
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-11T15:26:04-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810385940PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSON ZURMUEHLEN & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 20435AddressLine1Txt
CityBILLINGSCityNm
State AbbreviationMTStateAbbreviationCd
ZIP591040435ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522389050EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HOMESTEAD FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOMEBusinessNameControlTxt
Phone4062222000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1283AddressLine1Txt
CityLIVINGSTONCityNm
State AbbreviationMTStateAbbreviationCd
ZIP590471283ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN SULLIVANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4062222000PhoneNum
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL S MILLER CPAPreparerPersonNm
PTINP00031554PTIN
Phone4062455136PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.92.235.227IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm11:21:08IPTm
IP TimezoneMSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdDE281C10B1F481E4E327E4050D32E90B7CE06CFBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,681,873FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$29,223DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,223DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,823NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$94,556GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,823CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$117,046TotalRevAndExpnssAmt
Total Net Invst Incm$67,046TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,818AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,818AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,352OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,352OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,170TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,352TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,818TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$72,184ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$72,184ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$81,354TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,352TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$75,002TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$35,692ExcessRevenueOverExpensesAmt
Net Investment Income$60,694NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,746CashBOYAmt
Cash EOY$34,746CashEOYAmt
Cash EOYFMV$34,746CashEOYFMVAmt
Sav And Temp Cash Invst BOY$887,241SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$862,893SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$862,893SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$584,638CorporateStockBOYAmt
Corporate Stock EOY$635,678CorporateStockEOYAmt
Corporate Stock EOYFMV$784,234CorporateStockEOYFMVAmt
Total Assets BOY$1,497,625TotalAssetsBOYAmt
Total Assets EOY$1,533,317TotalAssetsEOYAmt
Total Assets EOYFMV$1,681,873TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$897,625CapitalStockBOYAmt
Capital Stock EOY$883,317CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$600,000RetainedEarningBOYAmt
Retained Earning EOY$650,000RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,497,625TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,533,317TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,497,625TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,533,317TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,497,625TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$35,692ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,533,317SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,533,317TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCHARLES SCHWABPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$94,556GrossSalesPriceAmt
Cost Or Other Basis$56,733CostOrOtherBasisAmt
Gain Or Loss$37,823GainOrLossAmt
Gains Minus Excess Or Losses$37,823GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$37,823CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$86,082AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,609,728NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053476DistributionYr1Rt
Adjusted Qlfy Distri Yr2$70,078AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,559,140NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044947DistributionYr2Rt
Adjusted Qlfy Distri Yr3$67,815AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,496,254NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045323DistributionYr3Rt
Adjusted Qlfy Distri Yr4$72,037AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,383,323NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052075DistributionYr4Rt
Adjusted Qlfy Distri Yr5$64,144AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,429,373NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044876DistributionYr5Rt
Total Distribution0.240697TotalDistributionRt
Average Distribution0.048139AverageDistributionRt
Net Vl Noncharitable Assets$1,599,143NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$76,981AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$607NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$77,588AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$75,002QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,214InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,214SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,214TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$46EsPenaltyAmt
Tax Due$1,260TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHOMESTEAD FOUNDATIONINCIndividualWithBooksNm
Phone4062222000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1401 S MAIN STAddressLine1Txt
CityLIVINGSTONCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59047ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN SULLIVAN
401 S MAIN STLIVINGSTONMT59047PRESIDENT1.00$0$0$0
MEREDITH KEY SULLIVAN
401 S MAIN STLIVINGSTONMT59047VICE PRESIDENT1.00$0$0$0
MIKE WATERS
401 S MAIN STLIVINGSTONMT59047DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CONTRIBUTIONS TO VARIOUS PHILANTHROPIC ORGANIZATIONS. TOTAL OF 51 ORGANIZATIONS.Description1Txt
Expenses1$72,184Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$712,317AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$911,178AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,623,495TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,623,495AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,352CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,599,143NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,957MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,957MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,214TaxBasedOnInvestmentIncomeAmt
Total Tax$1,214TotalTaxAmt
Distributable Before Adj$78,743DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$78,743DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$78,743DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$75,002ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$75,002QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$75,002AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$78,743DistributableAsAdjustedAmt
Undistributed Income PY$71,100UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$75,002QualifyingDistributionsAmt
Applied To Year1$71,100AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,902AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$74,841UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN SULLIVANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG TIMBER COMMUNITY FOOD BANK
PO BOX 340BIG TIMBERMT59011NONE501(C)(3)PHILANTHROPIC PURPOSES$500
BIGFORK ART AND CULTURAL CENTER
525 ELECTRIC AVEBIGFORKMT59911NONE501(C)(3)PHILANTHROPIC PURPOSES$500
BIGFORK SUMMER PLAYHOUSE
PO BOX 456BIGFORKMT59911NONE501(C)(3)PHILANTHROPIC PURPOSES$1,000
CARBON COUNTY COMM FOOD BANK
PO BOX 665RED LODGEMT59068NONE501(C)(3)PHILANTHROPIC PURPOSES$500
CARROL COLLEGE DEVELOPMENT OFFICE
1601 NORTH BENTON AVENUEHELENAMT59625NONE501(C)(3)PHILANTHROPIC PURPOSES$1,000
CENTRAL MONTANA COMMUNITY CUPBOARD
PO BOX 194LEWISTOWNMT59457NONE501(C)(3)PHILANTHROPIC PURPOSES$500
COLORADO ACADEMY
3800 S PIERCE STDENVERCO80235NONE501(C)(3)PHILANTHROPIC PURPOSE$20,000
CUSTER COUNTY FOOD BANK
210 S WINCHESTER AVEMILES CITYMT59301NONE501(C)(3)PHILANTHROPIC PURPOSES$500
DAWSON COUNTY FOOD BANK
112 W BENHAMGLENDIVEMT59330NONE501(C)(3)PHILANTHROPIC PURPOSES$500
EAGLE MOUNT OF BOZEMAN
6901 GOLDSTEIN LANEBOZEMANMT59771NONE501(C)(3)PHILANTHROPIC PURPOSES$1,000
ENGINE 18 FOUNDATION
1390 DRIVEWAY LANEDILLONMT59725NONE501(C)(3)PHILANTRHROPIC PURPOSE$1,000
FORSYTH SAMARITAN'S PANTRY
267 RESERVATION CREEK RDFORSYTHMT59327NONE501(C)(3)PHILANTHROPIC PURPOSES$500
FRIENDS OF YELLOWSTONE GATEWAY MUSEUM
118 W CHINOOK STLIVINGSTONMT59047NONE501(C)(3)PHILANTHROPIC PURPOSES$1,000
HELP EVERY PET
PO BOX 171HARDINMT59034NONE501(C)(3)PHILANTHROPIC PURPOSES$500
LIVINGSTON COUNTERPOINT
116 EAST LEWISLIVINGSTONMT59047NONE501(C)(3)PHILANTHROPIC PURPOSES$1,000
LIVINGSTON DEPOT FOUNDATION
PO BOX 1319LIVINGSTONMT59047NONE501(C)(3)PHILANTHROPIC PURPOSES$10,000
LIVINGSTON FOOD RESOURCE
202 S 2ND STLIVINGSTONMT59047NONE501(C)(3)PHILANTHROPIC PURPOSE$500
LIVINGSTON HEALTHCARE
320 ALPENGLOW LNLIVINGSTONMT59047NONE501(C)(3)PHILANTHROPIC PURPOSES$5,000
LOAVES AND FISHES OF LIVINGSTON
301 SOUTH MAIN STLIVINGSTONMT59047NONE501(C)(3)PHILANTHROPIC PURPOSES$500
MONTANA FIREFIGHTERS MEMORIAL
PO BOX 1195LAURELMT59044NONE501(C)(3)PHILANTHROPIC PURPOSE$500
MONTANA PRESERVATION ALLIANCE
120 REEDERS ALLEYHELENAMT59601NONE501(C)(3)PHILANTHROPIC PURPOSES$500
PARK COUNTY THEATER GUILD
113 EAST CALLENDER STLIVINGSTONMT59047NONE501(C)(3)PHILANTHROPIC PURPOSES$500
PRAIRIE COUNTY HEALTH DEPARTMENT
PO BOX 202TERRYMT59349NONE501(C)(3)PHILANTHROPIC PURPOSES$500
PROJECT HOPE
PO BOX 1443COLUMBUSMT59019NONE501(C)(3)PHILANTHROPIC PURPOSES$500
SHANE LALANI CENTER FOR THE ARTS
415 E LEWIS STLIVINGSTONMT59047NONE501(C)(3)PHILANTHROPIC PURPOSES$1,000
WAKE UP LACE UP
107 BALSAM DRIVEMILES CITYMT59301NONE501(C)(3)PHILANTHROPIC PURPOSES$1,000
YELLOWSTONE PUBLIC RADIO
1500 UNVIERSITY DRBILLINGSMT59101NONE501(C)(3)PHILANTHROPIC PURPOSE$3,000
ABSAROKEE AREA FOOD BANK
PO BOX 48ABSAROKEEMT59001NONE501(C)(3)PHILANTHROPIC PURPOSE$500
BEARTOOTH HUMANE ALLIANCE
PO BOX 2333RED LODGEMT59068NONE501(C)(3)PHILANTHROPIC PURPOSE$500
BEAVERHEAD ANIMAL SHELTER
80 LAGOON LANEDILLONMT59825NONE501(C)(3)PHILANTHROPIC PURPOSE$500
BEAVERHEAD COMMUNITY FOOD PANTRY
PO BOX 1356DILLONMT59725NONE501(C)(3)PHILANTHROPIC PURPOSE$500
BIG HORN COUNTY HISTORICAL MUSEUM
1163 3RD ST EHARDINMT59034NONE501(C)(3)PHILANTHROPIC PURPOSE$500
CARBON COUNTY HIS SOC AND MUSEUM
PO BOX 881RED LODGEMT59068NONE501(C)(3)PHILANTHROPIC PURPOSE$500
CENTRAL MONTANA FOUNDATION
PO BOX 334LEWISTOWNMT59457NONE501(C)(3)PHILANTHROPIC PURPOSE$1,334
CITY OF COLUMBUS
PO BOX 549COLUMBUSMT59019NONE170(C)(1)PHILANTHROPIC PURPOSE$500
COMMUNITY HOPE INC
PO BOX 524LAURELMT59044NONE501(C)(3)PHILANTHROPIC PURPOSE$500
COUNTY CUPBOARD INC
PO BOX 650CULBERTSONMT59218NONE501(C)(3)PHILANTHROPIC PURPOSE$500
EVELYN CAMERON HERITAGE
PO BOX 441TERRYMT59349NONE501(C)(3)PHILANTHROPIC PURPOSE$1,000
GLENDIVE FRIENDS OF THE LIBRARY
209 4TH STGLENDIVEMT59330NONE501(C)(3)PHILANTHROPIC PURPOSE$2,000
HEART OF MONTANA FARM IN THE DELL
PO BOX 455LEWISTOWNMT59457NONE501(C)(3)PHILANTHROPIC PURPOSE$1,000
HELPING HANDS OF HARDIN
PO BOX 125HARDINMT59034NONE501(C)(3)PHILANTHROPIC PURPOSE$500
JAILHOUSE GALLERY
309 N CENTER AVE 1908HARDINMT59034NONE501(C)(3)PHILANTHROPIC PURPOSE$500
JUDITH BASIN FOOD PANTRY
PO BOX 67STANDFORDMT59479NONE501(C)(3)PHILANTHROPIC PURPOSE$500
LAUREL AQUATIC RECREATION COMPLEX
PO BOX 1086LAURELMT59044NONE501(C)(3)PHILANTHROPIC PURPOSE$1,000
MILES CITY SOUP KITCHEN
PO BOX 93MILES CITYMT59301NONE501(C)(3)PHILANTHROPIC PURPOSE$500
MILES CITY YOUTH COALITION
813 NORTH LAKE AVENUEMILES CITYMT59301NONE501(C)(3)PHILANTHROPIC PURPOSE$500
ROSEBUD COUNTY PUBLIC HEALTH
PO BOX 388FORSYTHMT59327NONE170(C)(1)PHILANTHROPIC PURPOSE$250
SPECIAL K RANCH
34 SPECIAL K LNCOLUMBUSMT59019NONE501(C)(3)PHILANTHROPIC PURPOSE$1,000
THE CENTER POLE
3391 1-90 FRONTAGE RDGARRYOWENMT59031NONE501(C)(3)PHILANTHROPIC PURPOSE$600
TOWN OF FROID
PO BOX 308FROIDMT59226NONE170(C)(1)PHILANTHROPIC PURPOSE$3,000
WATERWORKS MUSEUM
85 WATERPLANT ROADMILES CITYMT59301NONE501(C)(3)PHILANTHROPIC PURPOSE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$72,184TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,223ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$37,823ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$67,046ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,046TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1FIRST STATE BANK OF NEWCASTLEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 910AddressLine1Txt
CityNEWCASTLECityNm
State AbbreviationWYStateAbbreviationCd
ZIP82701ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,818Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,818DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$635,678EOYBookValueAmt
EOYFMV$784,234EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKER FEESCategoryTxt
Amt$6,352Amt
Net Investment Income$6,352NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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