ANGORA RIDGE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ANGORA RIDGE FOUNDATION INC (EIN 20-1674794)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201941339349101589
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T11:08:25-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE CIOLINO CPA JD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 E BELL ROAD SUITE 13 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85022 | 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 | 201674794 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANGORA RIDGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DANIEL WEINBERG | InCareOfNm |
| Business Name Control | ANGO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1524 WEST LAKESHORE DRIVE | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59937 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOLLY JARMUSZ | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8474410036 | PhoneNum |
| Signature | 2019-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE CIOLINO | PreparerPersonNm |
| PTIN | P00119215 | PTIN |
| Phone | 6023144436 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.172.99.184 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 86517820191335000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FBF5F98F4FF12DC08616438B2A6F5B515BE92288 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FBF5F98F4FF12DC08616438B2A6F5B515BE92288 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,014,376 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $136,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,335 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $549,367 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,036 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $302,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $302,371 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $33,949 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,949 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,916 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,916 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $38,865 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,865 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $366,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $366,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $405,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,865 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $366,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$103,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $263,506 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $252,070 | CashBOYAmt |
| Cash EOY | $371,576 | CashEOYAmt |
| Cash EOYFMV | $371,576 | CashEOYFMVAmt |
| US Government Obligations BOY | $789,603 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $782,182 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $771,570 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,832,311 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,618,578 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,768,955 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $103,261 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $101,985 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $101,635 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $870 | OtherAssetsBOYAmt |
| Other Assets EOY | $640 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $640 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,978,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,874,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,014,376 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,904,477 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,904,477 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,073,638 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,970,484 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,978,115 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,874,961 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,978,115 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,874,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,978,115 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$103,154 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,874,961 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,874,961 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CIBC BANK | $367,091 | $339,036 | $28,055 | $28,055 | |
| SEE STATEMENT ATTACHED | $182,275 | $64,008 | $118,267 | $118,267 | |
| CAPITAL GAIN DIVIDENDS | $19,714 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,036 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $405,248 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,987,906 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057993 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $361,565 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,725,095 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053764 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $381,450 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,561,687 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058133 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $380,244 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,611,408 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057513 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $410,818 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,181,896 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066455 | DistributionYr5Rt |
| Total Distribution | 0.293858 | TotalDistributionRt |
| Average Distribution | 0.058772 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,403,516 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $435,119 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,635 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $437,754 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $366,660 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,270 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,270 | SubtotalAmt |
| Tax Based On Investment Income | $5,270 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,820 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,820 | TotalPaymentsAndCreditsAmt |
| Tax Due | $450 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL WEINBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4068629131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1524 WEST LAKESHORE DRIVE | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59937 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL C WEINBERG | ||||||||
| 1524 WEST LAKESHORE DRIVE | WHITEFISH | MT | 59937 | PRESIDENT AND DIRECTOR | 0 | $0 | $0 | $0 |
| ZACHARY WEINBERG | ||||||||
| 210 SHEFFIELD ROAD | ALAMEDA | CA | 94502 | SECRETARY AND DIRECTOR | 0 | $0 | $0 | $0 |
| MOLLY JARMUSZ | ||||||||
| 555 CHERRY STREET | WINNETKA | IL | 60093 | TREASURER | 0 | $0 | $0 | $0 |
| ABIGAIL WEINBERG | ||||||||
| 1524 WEST LAKESHORE DRIVE | WHITEFISH | MT | 59937 | DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,320,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $196,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,516,260 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,516,260 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,744 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,403,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $370,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $370,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,270 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,270 | TotalTaxAmt |
| Distributable Before Adj | $364,906 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $364,906 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $364,906 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $366,660 | 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 | $366,660 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $366,660 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $364,906 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $105,591 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,568 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $63,720 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,179 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,491 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $322,549 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $366,660 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $364,906 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,754 | RemainingDistriFromCorpusAmt |
| Total Corpus | $324,303 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $105,591 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $218,712 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,568 | ExcessFromYear4Amt |
| Excess From Year3 | $63,720 | ExcessFromYear3Amt |
| Excess From Year2 | $30,179 | ExcessFromYear2Amt |
| Excess From Year1 | $65,491 | ExcessFromYear1Amt |
| Excess From Current Year | $1,754 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FORWARD MONTANA FOUNDATION | ||||||||
| 2822 3RD AVENUE 203 | BILLINGS | MT | 59101 | N/A | PC | OPERATING FUNDS | $1,500 | |
| MONTANA JUSTICE FOUNDATION | ||||||||
| 111 N HIGGINS 516 | MISSOULA | MO | 59802 | N/A | PC | OPERATING FUNDS | $200 | |
| COLLEGE BOUND OPPORTUNITIES | ||||||||
| 2033 MILWAUKEE | RIVERSWOOD | IL | 60015 | N/A | PC | OPERATING FUNDS | $250 | |
| MT ENVIRONMENTAL INFO CENTER | ||||||||
| 107 LAWRENCE N-6 | HELENA | MT | 59601 | N/A | PC | OPERATING FUNDS | $100 | |
| ACLU OF MT FOUNDATION | ||||||||
| PO BOX 1317 | HELENA | MT | 59624 | N/A | PC | OPERATING FUNDS | $100,000 | |
| SPARROWS NEST OF NW MONTANA | ||||||||
| 215 3RD AVENUE EAST | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $12,000 | |
| WHITEFISH THEATER INSTITUTE | ||||||||
| 1 CENTRAL AVENUE | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $3,000 | |
| FLATHEAD LAND TRUST | ||||||||
| 690 N MERIDIAN RD | KALISPEL | MT | 59901 | N/A | PC | OPERATING FUNDS | $50 | |
| MONTANA INNOCENCE PROJECT | ||||||||
| PO BOX7607 | MISSOULA | MT | 59807 | N/A | PC | OPERATING FUNDS | $100,500 | |
| EDUCATIONAL FUND TO STOP GUN VIOLENCE | ||||||||
| 805 15TH STREET NW | WASHINGTON | DC | 20005 | N/A | PC | OPERATING FUNDS | $500 | |
| CITIZENS FOR A BETTER FLATHEAD | ||||||||
| 35 4TH ST WEST | KALISPELL | MT | 59903 | N/A | PC | OPERATING FUNDS | $2,000 | |
| MT HUMAN RIGHTS NETWORK | ||||||||
| PO BOX 1509 | HELENA | MT | 59624 | N/A | PC | OPERATING FUNDS | $500 | |
| DYSTONIA MEDICAL RESEARCH FOUNDATION | ||||||||
| ONE E WACKER DR SUITE 2430 | CHICAGO | IL | 60601 | N/A | PC | OPERATING FUNDS | $1,000 | |
| GIRLS ON THE RUN | ||||||||
| 9351 KEELER AVE | CHARLOTTE | NC | 28202 | N/A | PC | OPERATING FUNDS | $500 | 801 E MOREHEAD STREET 201 |
| SWIM ACROSS AMERICA | ||||||||
| 11600 N COMMUNITY HOUSE ROAD | CHARLOTTE | NC | 28277 | N/A | PC | OPERATING FUNDS | $500 | |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||||
| 950 ARTHUR AVENUE | MISSOULA | MT | 59812 | N/A | PC | OPERATING FUNDS | $45,000 | |
| FLATHEAD LAKERS | ||||||||
| PO BOX 70 | POLSON | MT | 59860 | N/A | PC | OPERATING FUNDS | $50 | |
| LEAGUE TO SAVE LAKE TAHOE | ||||||||
| 2608 LAKE TAHOE BLVD | SOUTH LAKE TAHOE | CA | 96150 | N/A | PC | OPERATING FUNDS | $5,000 | |
| EAST BAY ROWING CLUB | ||||||||
| 248 3RD STREET 423 | OAKLAND | CA | 94607 | N/A | PC | OPERATING FUNDS | $1,000 | |
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | N/A | PC | OPERATING FUNDS | $500 | |
| CENTURION MINISTRIES | ||||||||
| 221 WITHERSPOON | PRINCETON | NJ | 08542 | N/A | PC | OPERATING FUNDS | $5,000 | |
| KIDS FOR THE BAY | ||||||||
| 1711 ALCATRAZ AVE | BERKELEY | CA | 94703 | N/A | PC | OPERATING FUNDS | $5,000 | |
| SONOMA TEEN SERVICES | ||||||||
| 17440 SONOMA HIGHWAY | SONOMA | CA | 95476 | N/A | PC | OPERATING FUNDS | $2,000 | |
| PRESERVATION CASCADE | ||||||||
| 1409 4TH AVENUE | GREAT FALLS | MT | 59425 | N/A | PC | OPERATING FUNDS | $300 | |
| POINT REYES NATIONAL SEASHORE | ||||||||
| 1 BEAR VALLEY ROAD | POINT REYES STATION | CA | 94956 | N/A | PC | OPERATING FUNDS | $16,000 | |
| SONOMA COUNTY REGIONAL PARKS | ||||||||
| 2300 COUNTY CENTER DRIVE | SANTA ROSA | CA | 95403 | N/A | PC | OPERATING FUNDS | $3,000 | |
| ACLU OF NORTHERN CALIFORNIA | ||||||||
| 39 DRUMM STREET | SAN FRANCISCO | CA | 94111 | N/A | PC | OPERATING FUNDS | $20,000 | |
| MARINE MAMMAL FOUNDATION | ||||||||
| 2240 SHELTER ISLAND DRIVE 200 | SAN DIEGO | CA | 92106 | N/A | PC | OPERATING FUNDS | $3,000 | |
| NORTH VALLEY MUSIC SCHOOL | ||||||||
| 422 SPOKANE AVENUE | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $500 | |
| WHITEFISH COMMUNITY FOUNDATION | ||||||||
| 214 2ND STREET | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $500 | |
| WHITEFISH LEGACY PARTNERS | ||||||||
| PO BOX 1895 | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $500 | |
| WATSON CHILDREN'S CENTER | ||||||||
| 4978 BUCKHOUSE LANE | MISSOULA | MT | 59804 | N/A | PC | OPERATING FUNDS | $500 | |
| FRIENDS OF THE URBAN FOREST | ||||||||
| 1007 GENERAL KENNEDY AVENUE | SAN FRANCISCO | CA | 94129 | N/A | PC | OPERATING FUNDS | $500 | |
| BAY AREA WILDERNESS TRAINING | ||||||||
| 1050 E 8TH STREET | OAKLAND | CA | 94606 | N/A | PC | OPERATING FUNDS | $1,000 | |
| MONTANA FOOD BANK NETWORK | ||||||||
| 5625 EXPRESSWAY | MISSOULA | MT | 59808 | N/A | PC | OPERATING FUNDS | $8,000 | |
| MONTANA PUBLIC RADIO | ||||||||
| 32 CAMPUS DRIVE | MISSOULA | MT | 59812 | N/A | PC | OPERATING FUNDS | $100 | |
| GIANTS COMMUNITY FOUNDATION | ||||||||
| 24 WILLIE MAYS PLAZA | SAN FRANCISCO | CA | 94607 | N/A | PC | OPERATING FUNDS | $1,000 | |
| PETS LIFELINE | ||||||||
| 19686 8TH STREET | SONOMA | CA | 95476 | N/A | PC | OPERATING FUNDS | $3,000 | |
| 5 GYRES | ||||||||
| 550 E RUSTIC ROAD | SANTA MONICA | CA | 90402 | N/A | PC | OPERATING FUNDS | $1,000 | |
| SONOMA COMMUNITY CENTER | ||||||||
| 276 E NAPA STREET | SONOMA | CA | 95476 | N/A | PC | OPERATING FUNDS | $1,000 | |
| THE WAVE | ||||||||
| PO BOX 17201 | MISSOULA | MT | 59808 | N/A | PC | OPERATING FUNDS | $2,050 | |
| PLASTIC POLLUTION COALITION | ||||||||
| 2150 ALLSTON WAY 460 | BERKELEY | CA | 94704 | N/A | PC | OPERATING FUNDS | $2,000 | |
| FRIENDS OF MONTANA PBS | ||||||||
| THE UNIVERSITY OF MONTANA | MISSOULA | MT | 59812 | N/A | PC | OPERATING FUNDS | $35 | |
| MONTANA COMMUNITY FOUNDATION | ||||||||
| 33 S LAST CHANCE GULCH | HELENA | MT | 59601 | N/A | PC | OPERATING FUNDS | $250 | |
| SURFRIDER FOUNDATION | ||||||||
| 942 CALLE NEGOCIO | SAN CLEMENTE | CA | 92673 | N/A | PC | OPERATING FUNDS | $2,000 | |
| SIERRA CLUB | ||||||||
| 909 12TH STREET | SACRAMENTO | CA | 95814 | N/A | PC | OPERATING FUNDS | $1,000 | |
| LA LUZ | ||||||||
| 17560 GREGER | SONOMA | CA | 95476 | N/A | PC | OPERATING FUNDS | $5,000 | |
| SONOMA OVERNIGHT SHELTER | ||||||||
| PO BOX 748 | SONOMA | CA | 95476 | N/A | PC | OPERATING FUNDS | $1,000 | |
| MUSEUM AT CENTRAL SCHOOL | ||||||||
| 124 SECOND AVE EAST | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $25 | |
| CAMP MAK-A-DREAM | ||||||||
| 727 CAMP MAK-A-DREAM | GOLD CREEK | MT | 59733 | N/A | PC | OPERATING FUNDS | $250 | |
| SONOMA VALLEY HOLIDAY GIFT PROGRAM | ||||||||
| PO BOX 2254 | SONOMA | CA | 95476 | N/A | PC | OPERATING FUNDS | $6,000 | |
| RESCUE FREEDOM PROJECT | ||||||||
| 4804 LAUREL CANYON BLVD 534 | VALLEY VILLAGE | CA | 91607 | N/A | OPERATING FUNDS | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $366,660 | 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 | $136,335 | 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 | $166,036 | 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 | $302,371 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $302,371 | TotalIncomeProducingActyAmt |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST/DIVIDEND/SALE REC | Desc |
| BOY Book Value | $870 | BOYBookValueAmt |
| EOY Book Value | $640 | EOYBookValueAmt |
| EOYFMV | $640 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $29,854 | $29,854 |
| THE PRIVATE BANK FEES | $2,815 | $2,815 |
| ACCOUNTING FEES | $1,250 | $1,250 |
| GLACIER BANK FEES | $30 | $30 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $149 | $149 |
| FEDERAL EXCISE TAX | $4,767 | $4,767 |
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