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PATRICK AND COLLEEN BOLLOM CHARITABLE TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PATRICK AND COLLEEN BOLLOM CHARITABLE TR (EIN 87-6858206)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-22
IRS object ID
202502959349100725
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)
Return2025-10-22T13:30:47-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 S 6TH STREET SUITE 300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN876858206EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICK AND COLLEEN BOLLOM CHARITABLE TRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPATRBusinessNameControlTxt
Phone6512535283PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11790 BERKELEY AVENUEAddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICK O BOLLOMPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6512535283PhoneNum
Signature2025-10-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI CLYSDALEPreparerPersonNm
PTINP01682946PTIN
Phone6123764500PhoneNum
Preparation2025-10-21PreparationDt
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$9,395,965FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$372,355DividendsRevAndExpnssAmt
Dividends Net Invst Incm$372,355DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$43OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$372,398TotalRevAndExpnssAmt
Total Net Invst Incm$372,355TotalNetInvstIncmAmt
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$2,287AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,144AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,143AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$871TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,358TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,144TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,143TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$496,214ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$496,214ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$499,572TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,144TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$497,357TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$127,174ExcessRevenueOverExpensesAmt
Net Investment Income$371,211NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,197SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,117,459SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,117,459SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$9,436,698USGovernmentObligationsBOYAmt
US Government Obligations EOY$8,278,506USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$8,278,506USGovtObligationsEOYFMVAmt
Total Assets BOY$9,439,895TotalAssetsBOYAmt
Total Assets EOY$9,395,965TotalAssetsEOYAmt
Total Assets EOYFMV$9,395,965TotalAssetsEOYFMVAmt
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$9,439,895RetainedEarningBOYAmt
Retained Earning EOY$9,395,965RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,439,895TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,395,965TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,439,895TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,395,965TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,439,895TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$127,174ExcessRevenueOverExpensesAmt
Other Increases$83,244OtherIncreasesAmt
Subtotal$9,395,965SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,395,965TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,160InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,160SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,160TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5TotalPaymentsAndCreditsAmt
Es Penalty$63EsPenaltyAmt
Tax Due$5,218TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
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 BooksJOHN NELSONIndividualWithBooksNm
Phone6124927158PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line160 S 6TH STREETAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICK O BOLLOM
1790 BERKELEY AVENUESAINT PAULMN55105TRUSTEE0.10$0$0$0
COLLEEN HARTMON BOLLOM
1790 BERKELEY AVENUESAINT PAULMN55105TRUSTEE0.10$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$8,548,207AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$744,478AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,292,685TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,292,685AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$139,390CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,153,295NetVlNoncharitableAssetsAmt
Minimum Investment Return$457,665MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$457,665MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,160TaxBasedOnInvestmentIncomeAmt
Total Tax$5,160TotalTaxAmt
Distributable Before Adj$452,505DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$452,505DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$452,505DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$497,357ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$497,357QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$452,505DistributableAsAdjustedAmt
Undistributed Income PY$51,768UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$497,357QualifyingDistributionsAmt
Applied To Year1$51,768AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$445,589AppliedToCurrentYearAmt
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$6,916UndistributedIncomeCYAmt
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)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
SAINT PAUL & MINNESOTA FOUNDATION
101 FIFTH STREET EAST SUITE 2400SAINT PAULMN55101PCGENERAL CHARITABLE SUPPORT$100,000
CATHOLIC SCHOOLS CENTER OF EXCELLENCE
6600 FRANCE AVENUE SOUTH SUITE 520MINNEAPOLISMN55435PCGENERAL CHARITABLE SUPPORT$100,000
HILL-MURRAY FOUNDATION
2625 LARPENTEUR AVENUE EASTMAPLEWOODMN55109PCGENERAL CHARITABLE SUPPORT$15,000
FRONTSTREAM GLOBAL FUND
1199 NORTH FAIRFAX STREETALEXANDRIAVA22314PCGENERAL CHARITABLE SUPPORT$2,500
SAINT PAUL & MINNESOTA FOUNDATION
101 FIFTH STREET EAST SUITE 2400SAINT PAULMN55101PCGENERAL CHARITABLE SUPPORT$50,000
OSSEO-FAIRCHILD SCHOOL DISTRICT
50851 EAST STREETOSSEOWI54758GOVGENERAL CHARITABLE SUPPORT$15,000
ST PAUL'S MONASTERY
2675 BENET ROADSAINT PAULMN55109PCGENERAL CHARITABLE SUPPORT$10,000
BASILICA LANDMARK
88 N 17TH STREETMINNEAPOLISMN55403PCGENERAL CHARITABLE SUPPORT$1,500
HILL-MURRAY FOUNDATION
2625 LARPENTEUR AVENUE EASTMAPLEWOODMN55109PCGENERAL CHARITABLE SUPPORT$32,500
ASCENSION CATHOLIC ACADEMY
1723 BRYANT AVENUE NORTHMINNEAPOLISMN55411PCGENERAL CHARITABLE SUPPORT$25,000
CATHOLIC SCHOOLS CENTER OF EXCELLENCE
6600 FRANCE AVENUE SOUTH SUITE 520MINNEAPOLISMN55435PCGENERAL CHARITABLE SUPPORT$8,500
SAINT PAUL & MINNESOTA FOUNDATION
101 FIFTH STREET EAST SUITE 2400SAINT PAULMN55101PCGENERAL CHARITABLE SUPPORT$25,000
CENTER FOR ACTION & CONTEMPLATION
1705 FIVE POINTS ROAD SWALBUQUERQUENM87105PCGENERAL CHARITABLE SUPPORT$25,000
MSS
900 OCEAN STREETSAINT PAULMN55106PCGENERAL CHARITABLE SUPPORT$1,850
CATHOLIC COMMUNITY FOUNDATION OF MINNESOTA
2610 UNIVERSITY AVENUE WEST SUITESAINT PAULMN55114PCGENERAL CHARITABLE SUPPORT$25,000500
MINNPOST
PO BOX 18438MINNEAPOLISMN55418PCGENERAL CHARITABLE SUPPORT$1,227
HISTORY THEATRE
30 EAST 10TH STREETSAINT PAULMN55101PCGENERAL CHARITABLE SUPPORT$2,500
NORTH COUNTRY TRAIL ASSOCIATION
229 E MAIN STREETLOWELLMI49331PCGENERAL CHARITABLE SUPPORT$1,037
BETHANY CENTER FOR PRAYER
4612 LAKEVIEW DRIVEEDINAMN55424PCGENERAL CHARITABLE SUPPORT$3,600
CONSTELLATION FUND
323 N WASHINGTON AVENUE SUITE 200MINNEAPOLISMN55401PCGENERAL CHARITABLE SUPPORT$50,000
KAMAS VALLEY AMERICAN LEGION
350 NORTH STATE STREET PO BOXSALT LAKE CITYUT84114PCGENERAL CHARITABLE SUPPORT$1,000148000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$496,214TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$372,355ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Exclusion01ExclusionCd
Exclusion$43ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$372,398ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$372,398TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING/TAX PREPCategoryTxt
Amt$2,287Amt
Net Investment Income$1,144NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,143DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAMAS VALLEY AMERICAN LEGION AUXILIARYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13050 W 200 SOUTHAddressLine1Txt
CityKAMASCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84036ZIPCd
FieldValueIRS element (for citing)
Grant2024-07-24GrantDt
Grant$1,000GrantAmt
Purpose Of GrantFUND A VETERAN'S MEMORIAL FOR AN AUXILIARY UNIT OF A POST OF WAR VETERANS UNDER IRC 170(C)(3).PurposeOfGrantTxt
Expended By Grantee$1,000ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By Grantee5/16/25DatesOfReportsByGranteeTxt
Verification2025-05-16VerificationDt
Results Of VerificationGRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE.ResultsOfVerificationTxt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$8,278,506USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$8,278,506USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMEMBERSHIPDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Revenue And Expenses Per Books$43RevenueAndExpensesPerBooksAmt
Adjusted Net Income$43AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN(LOSS)Desc
Amt$83,244Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$871Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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