FRANK AND MARY CIPECH CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FRANK AND MARY CIPECH CHARITABLE TRUST (EIN 27-0301768)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-30
- IRS object ID
- 201941209349101354
- Schema version
- 2018v3.0
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-30T17:00:24-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061787 | 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 | 270301768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK AND MARY CIPECH CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CIPE | BusinessNameControlTxt |
| Phone | 8887914075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30918 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA UECKER | PersonNm |
| Person Title | AVP | PersonTitleTxt |
| Phone | 8887914075 | PhoneNum |
| Signature | 2019-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2019-04-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.120.221.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 729E18674940984E3CC5E2315E8D7BD6753FADA9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 729E18674940984E3CC5E2315E8D7BD6753FADA9 | 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 | $685,041 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,051 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,260 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $214,131 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,260 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $51,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,311 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,008 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,756 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,252 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $965 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $965 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,117 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $442 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,092 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,217 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,047 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,047 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,139 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,264 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,172 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,111 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $674,520 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $680,653 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $685,041 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $674,520 | TotalAssetsBOYAmt |
| Total Assets EOY | $680,653 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $685,041 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $674,520 | CapitalStockBOYAmt |
| Capital Stock EOY | $680,653 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $674,520 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $680,653 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $674,520 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $680,653 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $674,520 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,172 | ExcessRevenueOverExpensesAmt |
| Other Increases | $114 | OtherIncreasesAmt |
| Subtotal | $680,806 | SubtotalAmt |
| Other Decreases | $153 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $680,653 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (83 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 275.049 HARBOR INTERNATIONAL-INST | 2011-03-16 | 2018-01-09 | $19,201 | $15,520 | $3,681 | $3,681 | |
| 32.593 HARBOR INTERNATIONAL-INST | 2017-03-06 | 2018-01-09 | $2,275 | $2,002 | $273 | $273 | |
| 1326.962 VANGUARD I/T INVEST GRD-ADM | 2010-11-09 | 2018-01-10 | $12,858 | $13,827 | -$969 | -$969 | |
| 193. GENERAL ELECTRIC CO | 2017-10-17 | 2018-02-01 | $3,080 | $4,686 | -$1,606 | -$1,606 | |
| 80. GENERAL ELECTRIC CO | 2013-08-15 | 2018-02-01 | $1,277 | $1,926 | -$649 | -$649 | |
| 1736.783 VANGUARD SHRT TRM FED-ADM | 2017-03-16 | 2018-02-06 | $18,340 | $18,549 | -$209 | -$209 | |
| 734.259 VANGUARD SHRT TRM FED-ADM | 2015-04-13 | 2018-02-06 | $7,754 | $7,930 | -$176 | -$176 | |
| 2. CITIGROUP INC | 2012-08-03 | 2018-03-09 | $150 | $55 | $95 | $95 | |
| 4. JPMORGAN CHASE & CO | 2012-02-08 | 2018-03-09 | $466 | $153 | $313 | $313 | |
| 3. MICROSOFT CORP | 2013-08-15 | 2018-03-09 | $286 | $95 | $191 | $191 | |
| 2. PEPSICO INC | 2009-03-19 | 2018-03-09 | $224 | $98 | $126 | $126 | |
| 3. QUALCOMM INC | 2009-03-19 | 2018-03-09 | $187 | $109 | $78 | $78 | |
| 3. SKYWORKS SOLUTIONS INC | 2013-08-23 | 2018-03-09 | $337 | $75 | $262 | $262 | |
| 88.567 DFA EMERGING MARKETS SML CAP | 2014-03-20 | 2018-03-12 | $2,180 | $1,786 | $394 | $394 | |
| 2.367 DFA COMMODITY STRATEGY PORT | 2015-04-13 | 2018-03-12 | $14 | $16 | -$2 | -$2 | |
| 87.009 AMER FNDS EUROPAC GROW-F3 | 2016-06-27 | 2018-03-12 | $5,071 | $3,632 | $1,439 | $1,439 | |
| 159.222 GLDMN SCHS INTL S/C INSG-INS | 2013-12-04 | 2018-03-12 | $2,086 | $1,673 | $413 | $413 | |
| 183.113 OPPENHEIMER DEVELOPING MKT-I | 2013-04-25 | 2018-03-12 | $8,324 | $6,439 | $1,885 | $1,885 | |
| 133.886 VANGUARD S/T INVEST GRD-ADM | 2009-02-26 | 2018-03-12 | $1,407 | $1,303 | $104 | $104 | |
| 10.364 VANGUARD MID CAP INDEX-ADM | 2016-04-27 | 2018-03-12 | $2,066 | $1,594 | $472 | $472 | |
| 34.401 VANGUARD 500 INDEX-ADM | 2016-01-20 | 2018-03-12 | $8,872 | $5,952 | $2,920 | $2,920 | |
| 259. FORD MOTOR CO | 2014-10-20 | 2018-03-16 | $2,885 | $2,975 | -$90 | -$90 | |
| 14. JPMORGAN CHASE & CO | 2012-02-08 | 2018-03-16 | $1,628 | $536 | $1,092 | $1,092 | |
| 31. WELLS FARGO & CO | 2016-10-27 | 2018-03-27 | $1,579 | $1,451 | $128 | $128 | |
| 31. WELLS FARGO & CO | 2016-10-27 | 2018-03-27 | $1,580 | $1,451 | $129 | $129 | |
| 5. APACHE CORP | 2018-03-09 | 2018-04-04 | $188 | $177 | $11 | $11 | |
| 22. APACHE CORP | 2015-09-14 | 2018-04-04 | $829 | $882 | -$53 | -$53 | |
| 106. ROCHEHLDGS AG SPN ADR EACH REP .5 GENUSS | 2013-01-29 | 2018-04-04 | $2,946 | $2,861 | $85 | $85 | |
| 26. CISCO SYSTEMS INC | 2009-05-14 | 2018-05-16 | $1,175 | $472 | $703 | $703 | |
| 14. COSTCO WHOLESALE CORP | 2010-11-09 | 2018-05-16 | $2,773 | $709 | $2,064 | $2,064 | |
| 2512.377 VANGUARD HI YLD CORP-ADM | 2015-04-13 | 2018-05-17 | $14,396 | $14,919 | -$523 | -$523 | |
| 8. UNION PACIFIC CORP | 2013-11-20 | 2018-06-18 | $1,176 | $636 | $540 | $540 | |
| 47. CELGENE CORP | 2016-04-18 | 2018-08-10 | $4,288 | $3,265 | $1,023 | $1,023 | |
| 43. QUALCOMM INC | 2016-03-11 | 2018-08-10 | $2,787 | $1,714 | $1,073 | $1,073 | |
| 11. UNITEDHEALTH GROUP INC | 2012-09-27 | 2018-08-10 | $2,866 | $620 | $2,246 | $2,246 | |
| 4. APPLE INC | 2013-01-22 | 2018-10-31 | $874 | $284 | $590 | $590 | |
| 7. APPLE INC | 2013-01-22 | 2018-10-31 | $1,529 | $498 | $1,031 | $1,031 | |
| 42. CITIGROUP INC | 2015-03-05 | 2018-10-31 | $2,746 | $2,236 | $510 | $510 | |
| 55. CITIGROUP INC | 2014-10-20 | 2018-10-31 | $3,592 | $2,159 | $1,433 | $1,433 | |
| 28. CONSUMER STAPLES SPDR | 2018-05-16 | 2018-10-31 | $1,538 | $1,390 | $148 | $148 | |
| 2063.226 EATON VANCE FL RATE ADV-I | 2015-04-13 | 2018-11-06 | $22,572 | $23,046 | -$474 | -$474 | |
| 30. EXELON CORP | 2015-03-31 | 2018-11-30 | $1,376 | $1,002 | $374 | $374 | |
| 5. AMERICAN EXPRESS CO | 2013-08-29 | 2018-12-06 | $527 | $362 | $165 | $165 | |
| 4. APPLE INC | 2013-01-22 | 2018-12-06 | $687 | $284 | $403 | $403 | |
| 2. BERKSHIRE HATHAWAY INC-CL B | 2010-02-17 | 2018-12-06 | $414 | $152 | $262 | $262 | |
| 5. BRISTOL-MYERS SQUIBB CO | 2013-02-05 | 2018-12-06 | $260 | $185 | $75 | $75 | |
| 2. CHEVRON CORP | 2010-09-13 | 2018-12-06 | $231 | $158 | $73 | $73 | |
| 9. CISCO SYSTEMS INC | 2009-05-14 | 2018-12-06 | $423 | $164 | $259 | $259 | |
| 462.892 DFA GLBL RL EST SECS | 2017-04-10 | 2018-12-06 | $5,208 | $4,971 | $237 | $237 | |
| 7. WALT DISNEY CO/THE | 2009-05-01 | 2018-12-06 | $784 | $152 | $632 | $632 | |
| 4. DOWDUPONT INC | 2010-10-19 | 2018-12-06 | $221 | $137 | $84 | $84 | |
| 4. EMERSON ELECTRIC CO | 2009-03-19 | 2018-12-06 | $256 | $112 | $144 | $144 | |
| 9. EXELON CORP | 2015-03-31 | 2018-12-06 | $422 | $301 | $121 | $121 | |
| 5. EXXON MOBIL CORP | 2009-05-01 | 2018-12-06 | $390 | $338 | $52 | $52 | |
| 2. FACEBOOK INC-CLASS A | 2016-11-18 | 2018-12-06 | $268 | $234 | $34 | $34 | |
| 2. FEDEX CORP | 2015-12-14 | 2018-12-06 | $423 | $284 | $139 | $139 | |
| 5. GILEAD SCIENCES INC | 2012-05-04 | 2018-12-06 | $343 | $127 | $216 | $216 | |
| 1. GOLDMAN SACHS GROUP INC | 2018-10-31 | 2018-12-06 | $181 | $226 | -$45 | -$45 | |
| 4. JPMORGAN CHASE & CO | 2012-02-08 | 2018-12-06 | $419 | $153 | $266 | $266 | |
| 7. LOWE'S COS INC | 2016-10-19 | 2018-12-06 | $623 | $486 | $137 | $137 | |
| 2. MCKESSON CORP | 2012-09-13 | 2018-12-06 | $249 | $176 | $73 | $73 | |
| 3. MICROSOFT CORP | 2013-08-15 | 2018-12-06 | $318 | $95 | $223 | $223 | |
| 8. MONDELEZ INTERNATIONAL INC-A | 2010-02-23 | 2018-12-06 | $355 | $148 | $207 | $207 | |
| 6. NIKE INC -CL B | 2016-10-12 | 2018-12-06 | $446 | $316 | $130 | $130 | |
| 3. PEPSICO INC | 2009-03-19 | 2018-12-06 | $349 | $147 | $202 | $202 | |
| 6. QUALCOMM INC | 2016-03-11 | 2018-12-06 | $336 | $303 | $33 | $33 | |
| 6. SCHLUMBERGER LTD | 2009-05-01 | 2018-12-06 | $256 | $306 | -$50 | -$50 | |
| 1. MATERIALS SELECT SECTOR SPDR | 2018-06-18 | 2018-12-06 | $53 | $60 | -$7 | -$7 | |
| 8. HEALTH CARE SELECT SECTOR | 2018-04-04 | 2018-12-06 | $737 | $644 | $93 | $93 | |
| 2. CONSUMER STAPLES SPDR | 2018-05-16 | 2018-12-06 | $110 | $99 | $11 | $11 | |
| 3. CONSUMER DISCRETIONARY SELT | 2018-03-16 | 2018-12-06 | $312 | $317 | -$5 | -$5 | |
| 15. FINANCIAL SELECT SECTOR SPDR | 2018-03-27 | 2018-12-06 | $380 | $406 | -$26 | -$26 | |
| 8. SELECT SECTOR SPDR AMEX INDUSTRIAL SEL | 2018-02-02 | 2018-12-06 | $552 | $633 | -$81 | -$81 | |
| 1. TECHNOLOGY SELECT SECT SPDR | 2018-03-16 | 2018-12-06 | $65 | $70 | -$5 | -$5 | |
| 12. COMM SERV SELECT SECTOR SPDR | 2018-08-10 | 2018-12-06 | $517 | $592 | -$75 | -$75 | |
| 4. SKYWORKS SOLUTIONS INC | 2013-08-23 | 2018-12-06 | $276 | $101 | $175 | $175 | |
| 9. STARBUCKS CORP | 2016-04-18 | 2018-12-06 | $595 | $549 | $46 | $46 | |
| 4. UNION PACIFIC CORP | 2013-11-20 | 2018-12-06 | $598 | $318 | $280 | $280 | |
| 2. UNITEDHEALTH GROUP INC | 2012-09-27 | 2018-12-06 | $546 | $113 | $433 | $433 | |
| 19.553 VANGUARD 500 INDEX-ADM | 2016-01-20 | 2018-12-06 | $4,887 | $3,356 | $1,531 | $1,531 | |
| 3. WALMART INC | 2016-01-25 | 2018-12-06 | $286 | $191 | $95 | $95 | |
| 95.623 VANGUARD MID CAP INDEX-ADM | 2016-04-27 | 2018-12-21 | $15,797 | $14,708 | $1,089 | $1,089 | |
| CAPITAL GAIN DIVIDENDS | $2,509 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,260 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,094 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $752,733 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047951 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,469 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $716,572 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048103 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,491 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $760,670 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049287 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,970 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $780,187 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047386 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,909 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $744,722 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045532 | DistributionYr5Rt |
| Total Distribution | 0.238259 | TotalDistributionRt |
| Average Distribution | 0.047652 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $740,804 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,301 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $441 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,742 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,264 | 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 | $441 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $441 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $441 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $408 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $408 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $33 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIFFIANNY STEFFES | BusinessNameLine1Txt |
| Business Name Line2 | FIRST INTERSTATE BAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4062555238 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30918 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST INTERSTATE BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30918 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $9,008 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $737,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,751 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $752,085 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $752,085 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,281 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $740,804 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $441 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $441 | TotalTaxAmt |
| Distributable Before Adj | $36,599 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,599 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,599 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,264 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $37,264 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $441 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,823 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,599 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,048 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,264 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,048 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,216 | 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 | $33,383 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FIRST INTERSTATE BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30917 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4062555238 | RecipientPhoneNum |
| Recipient Email Address | NA | RecipientEmailAddressTxt |
| Form And Info And Materials | CONTACT FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT FOUNDATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT FOUNDATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNICEF | ||||||||
| MS RYAN TOOMBS | New York | NY | 10038 | NONE | PC | PROGRAM SUPPORT | $3,783 | |
| Billings Catholic Schools Foundation | ||||||||
| P O BOX 31158 | Billings | MT | 59107 | NONE | PC | PROGRAM SUPPORT | $3,783 | |
| American Red Cross Midland | ||||||||
| MIDLAND EMPIRE DISTRICT ATTN RODNEY | Great Falls | MT | 59403 | NONE | PC | PROGRAM SUPPORT | $3,783 | |
| Family Service Inc | ||||||||
| ATTN STACY BROWN EXECUTIVE DIRECT | Billings | MT | 59103 | NONE | PC | PROGRAM SUPPORT | $3,783 | |
| Roman Catholic Bishop of Great Falls - | ||||||||
| PO BOX 1399 | Great Falls | MT | 594031399 | NONE | PC | PROGRAM SUPPORT | $3,783 | Care and Share |
| St Bernard's Catholic Parish | ||||||||
| 226 WICKS LANE | Billings | MT | 59105 | NONE | PC | PROGRAM SUPPORT | $3,783 | |
| Billings Central Catholic High School | ||||||||
| 3 BROADWATER AVENUE | Billings | MT | 59101 | NONE | PC | PROGRAM SUPPORT | $3,783 | |
| Adult Resource Alliance of Yellowstone | ||||||||
| ATTN BEA ANN MELICHAR EXEC DIRECT | Billings | MT | 59102 | NONE | PC | PROGRAM SUPPORT | $3,783 | County |
| Montana Rescue Mission | ||||||||
| PO BOX 3232 | Billings | MT | 59103 | NONE | PC | PROGRAM SUPPORT | $3,783 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,047 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,051 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,260 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $51,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,311 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $965 | Amt |
| Disbursements Charitable Prps | $965 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL | $98 |
| ROUNDING | $5 |
| WASH SALE ADJUSTMENT | $50 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING OF INCOME | Desc |
| Amt | $114 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $40 | $40 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $267 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $408 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $244 | $244 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $158 | $158 | $0 |
Comments