GALEN AND KARLA ZERBE FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GALEN AND KARLA ZERBE FAMILY FOUNDATION (EIN 85-3832583)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-28
IRS object ID
202532409349100023
Schema version
2024v5.2
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)
Return2025-08-28T16:33:48-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810415266PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHMS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1741 3RD AVE SAddressLine1Txt
CityGLASGOWCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59230ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN853832583EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GALEN AND KARLA ZERBE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGALEBusinessNameControlTxt
Phone4069429294PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line139 ANGUS DRAddressLine1Txt
CityGLASGOWCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKARLA ZERBEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4069420294PhoneNum
Signature2025-08-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD A WIENS CPAPreparerPersonNm
PTINP00028325PTIN
Phone4062289391PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,174,823FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$30,183InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$164InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,013DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,013DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$78,071NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$967,970GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$78,071CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$128,267TotalRevAndExpnssAmt
Total Net Invst Incm$98,248TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,960AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,960AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$26,069OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$26,069OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,029TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,069TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,960TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$134,029TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,069TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$107,960TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,762ExcessRevenueOverExpensesAmt
Net Investment Income$72,179NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,360CashBOYAmt
Cash EOY$40,344CashEOYAmt
Cash EOYFMV$40,344CashEOYFMVAmt
Corporate Stock BOY$2,695,467CorporateStockBOYAmt
Corporate Stock EOY$2,675,721CorporateStockEOYAmt
Corporate Stock EOYFMV$2,134,479CorporateStockEOYFMVAmt
Total Assets BOY$2,718,827TotalAssetsBOYAmt
Total Assets EOY$2,716,065TotalAssetsEOYAmt
Total Assets EOYFMV$2,174,823TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,718,827RetainedEarningBOYAmt
Retained Earning EOY$2,716,065RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,718,827TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,716,065TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,718,827TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,716,065TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,718,827TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,762ExcessRevenueOverExpensesAmt
Other Increases$3,000OtherIncreasesAmt
Subtotal$2,716,065SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,716,065TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
EDWARD JONES ST2024-01-012024-12-31$666,401$669,799-$3,398-$3,398
EDWARD JONES LT2023-01-012024-12-31$285,322$220,100$65,222$65,222
CAPITAL GAINS DIVIDENDS$16,247$16,247$16,247P
FieldValueIRS element (for citing)
Capital Gain Net Income$78,071CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,003InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,003SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,003TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$57EsPenaltyAmt
Tax Due$1,060TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKARLA ZERBEIndividualWithBooksNm
Phone4069420294PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line139 ANGUS DRIVEAddressLine1Txt
CityGLASGOWCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59230ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GALEN ZERBE
39 ANGUS DRGLASGOWMT59230DIRECTOR0.00$0$0$0
JANAE SIMPSON
39 ANGUS DRGLASGOWMT59230DIRECTOR0.00$0$0$0
KARLA ZERBE
39 ANGUS DRGLASGOWMT59230DIRECTOR0.00$0$0$0
REGAN ZERBE
39 ANGUS DRGLASGOWMT59230DIRECTOR0.00$0$0$0
TAYLOR ZERBE
39 ANGUS DRGLASGOWMT59230DIRECTOR0.00$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

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$2,061,132AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,884AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,096,016TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,096,016AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,440CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,064,576NetVlNoncharitableAssetsAmt
Minimum Investment Return$103,229MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$103,229MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,003TaxBasedOnInvestmentIncomeAmt
Total Tax$1,003TotalTaxAmt
Distributable Before Adj$102,226DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$102,226DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$102,226DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$107,960ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$107,960QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$102,226DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$2,027ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,261ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,780ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$20,068TotalExcessDistributionCyovAmt
Qualifying Distributions$107,960QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$102,226AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,734RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$25,802TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,802ExcessDistriCyovToNextYrAmt
Excess From Year3$2,027ExcessFromYear3Amt
Excess From Year2$12,261ExcessFromYear2Amt
Excess From Year1$5,780ExcessFromYear1Amt
Excess From Current Year$5,734ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGALEN ZERBEContributingManagerNm
Contributing ManagerKARLA ZERBEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FORT PECK FINE ARTS COUNCIL
PO BOX 973GLASGOWMT59230GENERAL PURPOSE$6,000
GLASGOW PUBLIC SCHOOLS
PO BOX 28GLASGOWMT59230GENERAL PURPOSE$10,000
KINGDOM OVERFLOW MINITRIES
132 BEGORA LANEBOONENC28607GENERAL PURPOSE$5,000
LOVE & SONSHINE MINISTRIES
PO BOX 23147BILLINGSMT59104GENERAL PURPOSE$5,000
MILK RIVER INC
219 2ND AVE SOUTHGLASGOWMT59230GENERAL PURPOSE$5,000
THE CHILDREN'S MUSEUM OF NORTHEAST MONTANA
PO BOX 369GLASGOWMT59230GENERAL PURPOSE$15,000
TWO RIVERS ECONOMIC GROWTH
54147 US RTE 2 ST 2GLASGOWMT59230GENERAL PURPOSE$5,000
VALLEY COMMUNITY EMERGENCY FOOD BANK
1020 1ST AVE NORTHGLASGOWMT59230GENERAL PURPOSE$10,000
VALLEY COUNTY 4-H COUNCIL
501 COURT SQUAREGLASGOWMT59230GENERAL PURPOSE$6,000
VALLEY COUNTY HOPE PROJECT
PO BOX 764GLASGOWMT59230GENERAL PURPOSE$10,000
WOLF POINT POUND PUPPIES
PO BOX 164WOLF POINTMT59201GENERAL PURPOSE$5,000
THE CONNECTION
PO BOX 821GLASGOWMT59230GENERAL PURPOSE$3,000
BIG SKY BRAVERY
70 MOTHERLODE LN UNIT BBELGRADEMT59714GENERAL PURPOSE$5,000
CHASE HAWKS MEMORIAL ASSOCIATION
PO BOX 31333BILLINGSMT59107GENERAL PURPOSE$5,000
LIVE LIKE JACE FOUNDATION
522 BERETTA DRLAURELMT59044GENERAL PURPOSE$5,000
PORCUPINE BOOSTER CLUB
PO BOX 484NASHUAMT59248GENERAL PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,183ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,013ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$78,071ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$128,267ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$128,267TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$2,960Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,960DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS EDWARD JONES - PUBLICLY TRADEDStockNm
EOY Book Value$2,675,721EOYBookValueAmt
EOYFMV$2,134,479EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FORIEGN TAX WITHHOLDING$1,071$1,071$0$0
INVESTMENT EXPENSES$24,998$24,998$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR EXCISE TAX REFUNDDesc
Amt$3,000Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonGALEN AND KARLA ZERBEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line139 ANGUS DRAddressLine1Txt
CityGLASGOWCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59270ZIPCd

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