LEROY AND CLARIS STRAND FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEROY AND CLARIS STRAND FOUNDATION (EIN 81-0518232)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-23
- IRS object ID
- 201920829349100402
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-23T13:54:56-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810385940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON ZURMUEHLEN & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 10TH STREET SOUTH | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810518232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEROY AND CLARIS STRAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRA | BusinessNameControlTxt |
| Phone | 4067275000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RR1 BOX 10 | AddressLine1Txt |
| City | GEYSER | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59447 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK MCDONALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4067275000 | PhoneNum |
| Signature | 2019-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA GUSCHAUSKY | PreparerPersonNm |
| PTIN | P00185763 | PTIN |
| Phone | 4067270888 | PhoneNum |
| Preparation | 2019-03-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.92.235.239 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-18 | IPDt |
| IP Tm | 08:29:42 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CF3A10646FAA03AAA512770E855BEC7DD27C97AD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CF3A10646FAA03AAA512770E855BEC7DD27C97AD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,614,547 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $223,158 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,572 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,572 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,151 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,151 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $425,926 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,963 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $76 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $76 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $302,920 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,762 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,063 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,688 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,688 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $567 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $567 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,878 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,878 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,384 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,324 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,755 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,044 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,044 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,799 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $160,027 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,129 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,966 | CashBOYAmt |
| Cash EOY | $23,068 | CashEOYAmt |
| Cash EOYFMV | $23,068 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $56,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,651 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,651 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $184 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $761,073 | CorporateStockBOYAmt |
| Corporate Stock EOY | $778,610 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $815,924 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $587,184 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $704,743 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $699,904 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,421,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,582,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,614,547 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $60 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,421,985 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,582,012 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,421,985 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,582,012 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,421,985 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,582,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,421,985 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $160,027 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,582,012 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,582,012 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| D A DAVIDSON TRUST CO | 2017-11-03 | 2018-11-13 | $73,106 | $79,705 | -$6,599 | -$6,599 | |
| D A DAVIDSON TRUST CO | 2012-07-20 | 2018-10-09 | $336,823 | $297,380 | $39,443 | $39,443 | |
| D A DAVIDSON TRUST CO | 2010-12-29 | 2018-07-03 | $15,583 | $8,876 | $6,707 | $6,707 | |
| FLOATING NAV MMF GOLDMAN SACHS | 2018-01-01 | 2018-12-31 | $2 | -$2 | -$2 | ||
| CAPITAL GAINS DIVIDENDS | $414 | $414 | $414 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,963 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,662 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,495,476 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030533 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,174 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $903,468 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043360 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,230 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $799,005 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042841 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,085 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $704,945 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037003 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,642 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $529,295 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042778 | DistributionYr5Rt |
| Total Distribution | 0.196515 | TotalDistributionRt |
| Average Distribution | 0.039303 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,654,777 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,038 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $411 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,449 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $86,799 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $411 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $411 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $411 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GARY W BJELLAND | IndividualWithBooksNm |
| Phone | 4067275000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CENTRAL AVE STE700 | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICK L MCDONALD | ||||||||
| RR 1 BOX 10 | GEYSER | MT | 59447 | PRESIDENT | 2.00 | $4,500 | $0 | $0 |
| RICHARD A BROWNING | ||||||||
| P O BOX 24 | BELT | MT | 59412 | TREASURER | 2.00 | $4,500 | $0 | $0 |
| MICHAEL YOUDERIAN | ||||||||
| P O BOX 400 | STANFORD | MT | 59479 | VICE PRESIDENT | 2.00 | $4,500 | $0 | $0 |
| CHARLES TONNE | ||||||||
| P O BOX 144 | GERALDINE | MT | 59446 | DIRECTOR | 2.00 | $4,500 | $0 | $0 |
| GARY W BJELLAND | ||||||||
| P O BOX 2269 | GREAT FALLS | MT | 59403 | SECRETARY | 2.00 | $4,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,559,139 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,679,977 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,679,977 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,200 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,654,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,739 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,739 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $411 | TotalTaxAmt |
| Distributable Before Adj | $82,328 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,328 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,328 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,799 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $86,799 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $411 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $86,388 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,328 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $72,044 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,799 | QualifyingDistributionsAmt |
| Applied To Year1 | $72,044 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $67,573 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICK MCDONALD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RR1 BOX 10 | AddressLine1Txt |
| City | GEYSER | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4067354493 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETED APPLICATION WITH ADDITIONAL INFORMATION IF NECESSARY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SPECIFIC GEOGRAPHICAL COMMUNITIES - CONTRIBUTIONS ARE RESTRICTED TO ORGANIZATIONS LOCATED WITHIN OR NEARBY THE FOLLOWING CITIES AND TOWNS: RAYNESFORD, FORT BENTON, STANFORD, GEYSER, BELT, GERALDINE AND HIGHWOOD BUT NOT IN OR NEARBY DENTON, COFFEE CREEK, WINDHAM, HOBSON, UTICA, AND GREAT FALLS, MONTANA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4TH GRADE SCIENCE | |||||||
| P O BOX 506 | STANFORD | MT | 59479 | NONE | N/A | PROGRAMS | $400 |
| 5TH&6TH GRADE COMMUNITY BETTERMENT COMMITTEE | |||||||
| 104 4TH AVE S | STANFORD | MT | 59479 | NONE | N/A | CHARITABLE | $750 |
| AMERICAN LEGION POST 102 | |||||||
| P O BOX 354 | GERALDINE | MT | 59446 | NONE | N/A | CHARITABLE | $1,000 |
| BELT PARK & REC BOARD | |||||||
| MAIN ST | BELT | MT | 59412 | NONE | N/A | CHARITABLE | $1,000 |
| BELT SWIMMING POOL | |||||||
| MAIN ST | BELT | MT | 59412 | NONE | N/A | CHARITABLE | $2,500 |
| BELT THEATER CO | |||||||
| BELT CREEK RD | BELT | MT | 59412 | NONE | N/A | PROGRAMS | $1,000 |
| BOYS & GIRLS CLUB OF CASCADE COUNTY | |||||||
| 600 1ST AVE SW | GREAT FALLS | MT | 59404 | NONE | N/A | CHARITABLE | $2,000 |
| CHOUTEAU COUNTY PERFORMING ARTS | |||||||
| MAIN ST | FORT BENTON | MT | 59442 | NONE | N/A | CHARITABLE | $500 |
| GERALDINE ACTION ASSOC | |||||||
| MAIN ST | GERALDINE | MT | 59446 | NONE | N/A | PROGRAMS | $1,119 |
| GERALDINE BOOSTER CLUB | |||||||
| MAIN ST | GERALDINE | MT | 59446 | NONE | N/A | CHARITABLE | $1,000 |
| GERALDINE COMMUNITY AMBULANCE SERVICE | |||||||
| MAIN ST | GERALDINE | MT | 59446 | NONE | N/A | CHARITABLE | $5,000 |
| GERALDINE SENIOR CITIZENS | |||||||
| MAIN ST | GERALDINE | MT | 59446 | NONE | N/A | CHARITABLE | $1,500 |
| GERALDINE SMITHSONIAN GROUP | |||||||
| MAIN ST | GERALDINE | MT | 59446 | NONE | N/A | PROGRAMS | $1,300 |
| GERALDINE SWIMMING POOL ASSOC INC | |||||||
| MAIN ST | GERALDINE | MT | 59446 | NONE | N/A | CHARITABLE | $2,500 |
| GERALDINE VOLUNTEER FIRE DEPT | |||||||
| MAIN ST | GERALDINE | MT | 59446 | NONE | N/A | PROGRAMS | $5,000 |
| GEYSER COMMUNITY HALL CLUB | |||||||
| MAIN ST | GEYSER | MT | 59447 | NONE | N/A | CHARITABLE | $1,000 |
| GEYSER SMITHSONIAN | |||||||
| DOWNTOWN | GEYSER | MT | 59447 | NONE | N/A | CHARITABLE | $500 |
| GEYSER FIRE DEPARTMENT | |||||||
| MAIN ST | GEYSER | MT | 59447 | NONE | N/A | CHARITABLE | $4,500 |
| JUDITH BASIN COUNTY FREE LIBRARY | |||||||
| 93 3RD ST N | STANFORD | MT | 59479 | NONE | N/A | CHARITABLE | $500 |
| LITTLE BELT COWBOYS ASSOC | |||||||
| BELT CREEK RD | BELT | MT | 59412 | NONE | N/A | PROGRAMS | $1,000 |
| OPERATION SANTABLESSINGS IN A BACKPACK | |||||||
| MAIN ST | STANFORD | MT | 59479 | NONE | N/A | PROGRAMS | $2,000 |
| OUTRIDERS SADDLE CLUB | |||||||
| MAIN ST | GERALDINE | MT | 59446 | NONE | N/A | CHARITABLE | $1,000 |
| PAINTER BROS AMERICAN LEGION AUX UNIT | |||||||
| P O BOX 96 | GERALDINE | MT | 59446 | NONE | N/A | CHARITABLE | $900 |
| RAYNESFORD COMMUNITY CENTER | |||||||
| MAIN ST | RAYNESFORD | MT | 59469 | NONE | N/A | CHARITABLE | $1,000 |
| SHONKIN COMMUNITY CLUB | |||||||
| MAIN ST | SHONKIN | MT | 59450 | NONE | N/A | CHARITABLE | $2,000 |
| STANFORD BEAUTIFICATION PROJ | |||||||
| MAIN ST | STANFORD | MT | 59479 | NONE | N/A | CHARITABLE | $1,500 |
| STANFORD CLOSE UP | |||||||
| MAIN ST | STANFORD | MT | 59479 | NONE | N/A | CHARITABLE | $1,500 |
| STANFORD FLYERS CLUB | |||||||
| MAIN ST | STANFORD | MT | 59479 | NONE | N/A | CHARITABLE | $1,000 |
| STANFORD GEEZERS ASSOC INC | |||||||
| MAIN ST | STANFORD | MT | 59479 | NONE | N/A | CHARITABLE | $1,500 |
| STANFORD LIBRARY GUILD | |||||||
| MAIN ST | STANFORD | MT | 59479 | NONE | N/A | CHARITABLE | $500 |
| BELT VFW CEMETERY | |||||||
| P O BOX 26 | BELT | MT | 59412 | NONE | N/A | CHARITABLE | $1,500 |
| RIVER AND PLAINS SOCIETY | |||||||
| P O BOX 262 | FORT BENTON | MT | 59442 | NONE | N/A | CHARITABLE | $500 |
| RAYNESFOR FIRE DEPARTMENT | |||||||
| C/O MARY HILL | RAYNESFORD | MT | 59469 | NONE | N/A | CHARITABLE | $5,000 |
| BASIN STRENGTH & FITNESS INC | |||||||
| 3117 MOUNTAIN VIEW RD | STANFORD | MT | 59479 | NONE | N/A | PROGRAMS | $1,000 |
| BELT FOOD BANK | |||||||
| P O BOX 575 | BELT | MT | 59412 | NONE | N/A | CHARITABLE | $1,000 |
| JUDITH BASIN COUNTY 4-H COUNCIL | |||||||
| P O BOX 427 | STANFORD | MT | 59479 | NONE | N/A | CHARITABLE | $500 |
| BELT WELLNESS CENTER | |||||||
| 1 CHURCH ST - C/O BELT EDUC FDN | BELT | MT | 59412 | NONE | N/A | PROGRAMS | $1,000 |
| HIGHWOOD SENIOR CITIZENS | |||||||
| 1095 MCGUIRE AVE | HIGHWOOD | MT | 59450 | NONE | N/A | CHARITABLE | $1,500 |
| STANFORD RURAL FIRE | |||||||
| P O BOX 54 | STANFORD | MT | 59479 | NONE | N/A | CHARITABLE | $4,075 |
| BELT VALLEY SHAKESPEARE PLAYERS | |||||||
| P O BOX 237 | BELT | MT | 59412 | NONE | N/A | CHARITABLE | $1,400 |
| GERALDINE YOUTH CENTER | |||||||
| P O BOX 73 | GERALDINE | MT | 59446 | NONE | N/A | CHARITABLE | $1,000 |
| EXPEDITION YELLOWSTONE-GERALDINE ELEMENTARY | |||||||
| P O BOX 347 | GERALDINE | MT | 59446 | NONE | N/A | PROGRAMS | $1,000 |
| FORT BENTON MEMORIAL AMBULANCE | |||||||
| P O BOX 653 | FORT BENTON | MT | 59442 | NONE | N/A | CHARITABLE | $3,500 |
| GERALDINE VETERANS MEMORIAL ASSOCIATION | |||||||
| P O BOX 354 | GERALDINE | MT | 59446 | NONE | N/A | CHARITABLE | $1,100 |
| GERALDINE FFA | |||||||
| P O BOX 347 | GERALDINE | MT | 59446 | NONE | N/A | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,044 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,572 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,151 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,762 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,762 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEROY STRAND ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9475 MT HWY 551 | AddressLine1Txt |
| City | GEYSER | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $223,158 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $567 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $567 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $704,743 | EOYBookValueAmt |
| EOYFMV | $699,904 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $778,610 | EOYBookValueAmt |
| EOYFMV | $815,924 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,063 | LegalFeesAmt |
| Net Investment Income | $6,688 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,688 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,304 | $0 | $0 |
| SEC OF ST FILING FEE | $20 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEC LIT | Desc |
| Revenue And Expenses Per Books | $76 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $76 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $76 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $60 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAVIDSON TRUST | CategoryTxt |
| Amt | $23,878 | Amt |
| Net Investment Income | $23,878 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| LEROY STRAND | |||
| P O BOX 29 | GEYSER | MT | 59447 |
| LEROY STRAND ESTATE | |||
| 9475 MT HWY 551 | GEYSER | MT | 59447 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,384 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments