2019-11-15T08:29:57-06:00 2018-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 20435 BILLINGS MT 591040435 990PF 2018-01-01 522389050 THE HOMESTEAD FOUNDATION INC HOME 4062222000 PO BOX 1283 LIVINGSTON MT 590471283 JOHN SULLIVAN DIRECTOR 4062222000 2019-11-03 1 DANIEL S MILLER CPA P00031554 4062455136 2019-11-03 71.92.235.236 2019-11-03 14:15:30 MS P 33E74A64068CDC11C9E3A4CDDE8C1BD42A3D8F61 C2E5F0AE5AEE57B66F4819788E027C5BFC4FE7CA 2018 2020-04-17 16:48:07Z X 1563341 X 50000 28690 28690 69746 205787 69746 148436 98436 0 0 0 4825 0 4825 6665 6665 0 869 0 175 12359 6665 5000 82000 82000 94359 6665 87000 54077 91771 13440 25746 25746 900266 887241 887241 529842 584638 650354 1443548 1497625 1563341 0 0 X 893548 897625 0 0 550000 600000 1443548 1497625 1443548 1497625 1443548 54077 0 1497625 0 1497625 CHARLES SCHWAB P 205787 136041 69746 69746 69746 0 70078 1559140 0.044947 67815 1496254 0.045323 72037 1383323 0.052075 64144 1429373 0.044876 54587 1304043 0.041860 0.229081 0.045816 1609728 73751 918 74669 87000 X 918 0 918 0 918 0 0 0 0 14 932 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 0 1 N/A HOMESTEAD FOUNDATIONINC 4062222000 401 S MAIN ST LIVINGSTON MT 59047 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN SULLIVAN 401 S MAIN ST LIVINGSTON MT 59047 PRESIDENT 1.00 0 0 0 MEREDITH KEY SULLIVAN 401 S MAIN ST LIVINGSTON MT 59047 VICE PRESIDENT 1.00 0 0 0 MIKE WATERS 401 S MAIN ST LIVINGSTON MT 59047 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 CONTRIBUTIONS TO VARIOUS PHILANTHROPIC ORGANIZATIONS. TOTAL OF 37 ORGANIZATIONS. 82000 0 727970 906272 0 1634242 0 0 1634242 24514 1609728 80486 80486 918 918 79568 0 79568 0 79568 87000 0 87000 918 86082 79568 77597 2016 935 0 87000 77597 935 0 8468 0 0 0 0 0 0 0 0 71100 0 0 0 JOHN SULLIVAN X ABSAROKEE SENIOR CENTER 9 WOODARD AVE ABSAROKEE MT 59001 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 BEAVERHEAD COMMUNITY FOOD PANTRY PO BOX 1356 DILLON MT 59725 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 BIG HORN HISTORICAL MUSEUM RR1 BOX 1206A HARDIN MT 59034 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 BIG TIMBER COMMUNITY FOOD BANK PO BOX 340 BIG TIMBER MT 59011 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 BIGFORK ART AND CULTURAL CENTER 525 ELECTRIC AVE BIGFORK MT 59911 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 BIGFORK SUMMER PLAYHOUSE PO BOX 456 BIGFORK MT 59911 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 BUFFALO BILL CENTER OF THE WEST 720 SHERIDAN AVE COLUMBUS WY 82414 NONE 501(C)(3) PHILANTHROPIC PURPOSES 25000 CARBON COUNTY COMM FOOD BANK PO BOX 665 RED LODGE MT 59068 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 CARROL COLLEGE DEVELOPMENT OFFICE 1601 NORTH BENTON AVENUE HELENA MT 59625 NONE 501(C)(3) PHILANTHROPIC PURPOSES 1000 CENTRAL MONTANA COMMUNITY CUPBOARD PO BOX 194 LEWISTOWN MT 59457 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 CM RUSSEL MUSEUM 400 13TH STREET NORTH GREAT FALLS MT 59401 NONE 501(C)(3) PHILANTHROPIC PURPOSES 1500 CUSTER COUNTY COMMUNITY TABLE PO BOX 93 MILES CITY MT 59301 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 CUSTER COUNTY FOOD BANK 210 S WINCHESTER AVE MILES CITY MT 59301 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 DAWSON COUNTY FOOD BANK 112 W BENHAM GLENDIVE MT 59330 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 EAGLE MOUNT OF BOZEMAN 6901 GOLDSTEIN LANE BOZEMAN MT 59771 NONE 501(C)(3) PHILANTHROPIC PURPOSES 1000 FORSYTH SAMARITAN'S PANTRY 267 RESERVATION CREEK RD FORSYTH MT 59327 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 FRIENDS OF YELLOWSTONE GATEWAY MUSEUM 118 W CHINOOK ST LIVINGSTON MT 59047 NONE 501(C)(3) PHILANTHROPIC PURPOSES 1000 HELP EVERY PET PO BOX 171 HARDIN MT 59034 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 LIVINGSTON COUNTERPOINT 116 EAST LEWIS LIVINGSTON MT 59047 NONE 501(C)(3) PHILANTHROPIC PURPOSES 1000 LIVINGSTON DEPOT FOUNDATION PO BOX 1319 LIVINGSTON MT 59047 NONE 501(C)(3) PHILANTHROPIC PURPOSES 20000 LIVINGSTON HEALTHCARE 320 ALPENGLOW LN LIVINGSTON MT 59047 NONE 501(C)(3) PHILANTHROPIC PURPOSES 2500 LOAVES AND FISHES OF LIVINGSTON 301 SOUTH MAIN ST LIVINGSTON MT 59047 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 MONTANA PRESERVATION ALLIANCE 120 REEDERS ALLEY HELENA MT 59601 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 PARK COUNTY THEATER GUILD 113 EAST CALLENDER ST LIVINGSTON MT 59047 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 PRAIRIE COUNTY HEALTH DEPARTMENT PO BOX 202 TERRY MT 59349 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 PROJECT HOPE PO BOX 1443 COLUMBUS MT 59019 NONE 501(C)(3) PHILANTHROPIC PURPOSES 500 SHANE LALANI CENTER FOR THE ARTS 415 E LEWIS ST LIVINGSTON MT 59047 NONE 501(C)(3) PHILANTHROPIC PURPOSES 1000 WAKE UP LACE UP 107 BALSAM DRIVE MILES CITY MT 59301 NONE 501(C)(3) PHILANTHROPIC PURPOSES 1000 YELLOWSTONE PUBLIC RADIO 1500 UNVIERSITY DR BILLINGS MT 59101 NONE 501(C)(3) PHILANTHROPIC PURPOSE 3000 COLORADO ACADEMY 3800 S PIERCE ST DENVER CO 80235 NONE 501(C)(3) PHILANTHROPIC PURPOSE 10000 STAFFORD ANIMAL SHELTER 3 BUSINESS PARK RD LIVINGSTON MT 59047 NONE 501(C)(3) PHILANTHROPIC PURPOSE 500 NATIVE AMERICAN CHILDREN'S ASSOCIATION 24 E PALISADE BASIN RED LODGE MT 59068 NONE 501(C)(3) PHILANTHROPIC PURPOSE 1000 MONTANA FIREFIGHTERS MEMORIAL PO BOX 1195 LAUREL MT 59044 NONE 501(C)(3) PHILANTHROPIC PURPOSE 500 ENGINE 18 FOUNDATION 1390 DRIVEWAY LANE DILLON MT 59725 NONE 501(C)(3) PHILANTRHROPIC PURPOSE 1000 THE CONFLUENCE PO BOX 807 MILES CITY MT 59301 NONE 501(C)(3) PHILANTHROPIC PURPOSE 1000 LIVINGSTON FOOD RESOURCE 202 S 2ND ST LIVINGSTON MT 59047 NONE 501(C)(3) PHILANTHROPIC PURPOSE 500 ABSAROKEE AREA FOOD BANK 101 SOURTH WOODARD AVE ABSAROKEE MT 59001 NONE 501(C)(3) PHILANTHROPIC PURPOSE 500 82000 0 14 28690 18 69746 0 98436 0 98436 0 0 0 0 0 0 0 0 0 0 X X 1 FIRST STATE BANK OF NEWCASTLE PO BOX 910 NEWCASTLE WY 82701 50000 X ACCOUNTING FEES 4825 0 4825 PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE HOMESTEAD FOUNDATION INC. HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 2016 IN THE AMOUNT OF $985. CHARLES SCHWAB INVESTMENTS 584638 650354 ANNUAL REPORT 20 0 20 FORM 990-PF TAX 694 0 0 OTHER EXPENSES 155 0 155 BROKER FEES 6665 6665 0