BETA

HORLACHER FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HORLACHER FOUNDATION INC (EIN 20-2777772)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201943199349104209
Schema version
2018v3.1
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)
Return2019-11-15T15:34:41-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN860737675PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VILLANUEVA & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13707 N 7TH ST STE 125AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85014ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202777772EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HORLACHER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHORLBusinessNameControlTxt
Phone4809518989PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13885 US HIGHWAY 93 NAddressLine1Txt
CitySTEVENSVILLECityNm
State AbbreviationMTStateAbbreviationCd
ZIP59870ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBB HORLACHERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4809518989PhoneNum
Signature2019-10-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRYAN D FRANKLINPreparerPersonNm
PTINP00539559PTIN
Phone6022359414PhoneNum
Preparation2019-10-25PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.152.126.194IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-25IPDt
IP Tm12:58:11IPTm
IP TimezoneUSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id69CB772CBC02E7174D497B81BB47DA13EF79C8B0AtSubmissionCreationDeviceId
At Submission Filing Device IdF3778EB588D676C8CEAB97973EB728520DA43A9EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,575,048FMVAssetsEOYAmt
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$237InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$237InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,312DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,312DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$339,523GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$339,523GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss-$6,495NetRentalIncomeOrLossAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$350,072TotalRevAndExpnssAmt
Total Net Invst Incm$350,072TotalNetInvstIncmAmt
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$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,400OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,400OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$81,964InterestRevAndExpnssAmt
Interest Net Invst Incm$81,964InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$8,594TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,594TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$60,522DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$60,522DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$223,656OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$190,038OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$33,618OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$379,636TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$346,018TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$33,618TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$48,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$48,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$428,586TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$346,018TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$82,568TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$78,514ExcessRevenueOverExpensesAmt
Net Investment Income$4,054NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$278,666CashBOYAmt
Cash EOY$246,924CashEOYAmt
Cash EOYFMV$246,924CashEOYFMVAmt
Sav And Temp Cash Invst BOY$311,829SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$505,036SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$505,036SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$464,634OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$710,311OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$464,634OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$464,634OtherNtsAndLoansRcvblEOYFMVAmt
Invst Land Cost Or Other Basis$3,056,169InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$473,030InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$2,643,661LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$2,583,139LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$3,310,005LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$48,449OtherInvestmentsBOYAmt
Other Investments EOY$48,449OtherInvestmentsEOYAmt
Other Investments EOYFMV$48,449OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,992,916TotalAssetsBOYAmt
Total Assets EOY$3,848,182TotalAssetsEOYAmt
Total Assets EOYFMV$4,575,048TotalAssetsEOYFMVAmt
Mortgages And Notes Payable BOY$1,172,746MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$1,144,917MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$181,047OtherLiabilitiesBOYAmt
Other Liabilities EOY$142,656OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,353,793TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,287,573TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,639,123RetainedEarningBOYAmt
Retained Earning EOY$2,560,609RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,639,123TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,560,609TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,992,916TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,848,182TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,639,123TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$78,514ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,560,609SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,560,609TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$82,392AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,358,279NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.024534DistributionYr1Rt
Adjusted Qlfy Distri Yr2$166,433AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,386,093NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049152DistributionYr2Rt
Adjusted Qlfy Distri Yr3$92,729AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,305,247NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.028055DistributionYr3Rt
Adjusted Qlfy Distri Yr4$191,224AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,232,476NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059157DistributionYr4Rt
Adjusted Qlfy Distri Yr5$358,034AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,949,503NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.072337DistributionYr5Rt
Total Distribution0.233235TotalDistributionRt
Average Distribution0.046647AverageDistributionRt
Net Vl Noncharitable Assets$3,353,763NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$156,443AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$41NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$156,484AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$82,568QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$81InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$81SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$81TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$81TaxDueAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4809478889PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13885 US HIGHWAY 93 NAddressLine1Txt
CitySTEVENSVILLECityNm
State AbbreviationMTStateAbbreviationCd
ZIP59870ZIPCd
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
ROBB HORLACHER
122 INDIAN PRARIE LOOPSTEVENSVILLEMT59870DIRECTOR0.00$0$0$0
RALPH HORLACHER
3684 SAGEBRUSH DRIVESANTA CLARAUT84765DIRECTOR0.00$0$0$0
RENEE HORLACHER
3684 SAGEBRUSH DRIVESANTA CLARAUT84765DIRECTOR0.00$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)
Description1FAMILIES IN NEED PROGRAM - RESPONDS TO THE NEEDS OF FAMILIES IN OUR COMMUNITY WHO ARE AT RISK OF BECOMING HOMELESS BY A COMPREHENSIVE PROGRAM THAT INCLUDES TRANSITIONAL HOUSING AND RENT SUPPORT, CASH MANAGEMENT FOR ESSENTIAL LIVINGS EXPENSES,AND SUPPORT SERVICES IN ORDER TO KEEP THE FAMILY TOGETHER THROUGH HARD TIMES.Description1Txt
Expenses1$33,618Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NON-INTEREST BEARING LOANS UNDER THE FAMILIES IN NEED PROGRAM, WHICH ALLOWS FAMILIES TO RETAIN THEIR HOMES.Description1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$671,228AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,892,440FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,563,668TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$1,158,832AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,404,836AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$51,073CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,353,763NetVlNoncharitableAssetsAmt
Minimum Investment Return$167,688MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$167,688MinimumInvestmentReturnAmt
Tax Based On Investment Income$81TaxBasedOnInvestmentIncomeAmt
Total Tax$81TotalTaxAmt
Distributable Before Adj$167,607DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$167,607DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$167,607DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$82,568ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$82,568QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$82,568AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$167,607DistributableAsAdjustedAmt
Undistributed Income PY$81,082UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$82,568QualifyingDistributionsAmt
Applied To Year1$81,082AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,486AppliedToCurrentYearAmt
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$166,121UndistributedIncomeCYAmt
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 (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BYU-HAWAII
1450 N UNIVERSITY AVENUEPROVOUT84604NONEPUBLIC CHARITYUNRESTRICTED$45,000
DALY HOSPITAL FOUNDATION
1201 WESTWOOD DRIVE SUITE CHAMILTONMT59840NONEPUBLIC CHARITYUNRESTRICTED$2,950
MONTANA COUNCIL-BOY SCOUTS OF AMERICA
820 17TH AVENUE SOUTHGREAT FALLSMT59405NONEPUBLIC CHARITYUNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$48,950TotalGrantOrContriPdDurYrAmt
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$237ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,312ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion-$11,315ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$4,820ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,054ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,054TotalIncomeProducingActyAmt

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 FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
RESIDENTIAL HOUSE2016-06-02$179,925$10,087SL27.500000000000$6,543$6,543
RESIDENTIAL HOUSE2010-01-01$1,363,821$394,678SL27.500000000000$49,593$49,593
IMPROVEMENTS2011-02-18$10,000$2,502SL27.500000000000$364$364
2001 FORD RANGER2015-12-04$3,100$1,318SL5.000000000000$620$620
FURNITURE2016-10-15$19,194$3,428SL7.000000000000$2,742$2,742
FURNITURE2017-03-31$4,617$495SL7.000000000000$660$660

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (6 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
RESIDENTIAL HOUSE$179,925$16,630$163,295
RESIDENTIAL HOUSE$1,363,821$444,271$919,550
IMPROVEMENTS$10,000$2,866$7,134
2001 FORD RANGER$3,100$1,938$1,162
FURNITURE$19,194$6,170$13,024
FURNITURE$4,617$1,155$3,462

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPROGRAM RELATED INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$48,449BookValueAmt
EOYFMV$48,449EOYFMVAmt

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

FieldValueIRS element (for citing)
Mortgage$1,144,917MortgageAmt

Note Payable NotePayableGrp

Lender Name LenderNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CELTIC BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Loan Original$1,567,648LoanOriginalAmt
Balance Due$1,144,917BalanceDueAmt
Security Provided BorrowerKA'A'AWA, HI REAL ESTATESecurityProvidedBorrowerTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FAMILIES IN NEED PROGRAM EXPENSES$33,618$0$33,618
INSURANCE$1,237$1,237$0
ADVERTISING$701$701$0
BANK FEES$5,566$5,566$0
INSURANCE$9,330$9,330$0
PROPERTY MAINTENANCE$112,652$112,652$0
SUPPLIES$6,983$6,983$0
UTILITIES$24,814$24,814$0
MISCELLANEOUS$28,755$28,755$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescRENTAL DEPOSITSDesc
BOY Book Value$181,047BOYBookValueAmt
EOY Book Value$142,656EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$2,400Amt
Net Investment Income$2,400NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$8,594Amt
Net Investment Income$8,594NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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