ANGORA RIDGE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ANGORA RIDGE FOUNDATION INC (EIN 20-1674794)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-06
- IRS object ID
- 201421269349100537
- Schema version
- 2013v3.1
- 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
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-06T12:57:36-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE CIOLINO CPA JD | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 E BELL ROAD SUITE 13 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DANIEL WEINBERG | InCareOfNm |
| Business Name Control | ANGO | BusinessNameControlTxt |
| Phone | 4068629131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1524 WEST LAKESHORE DRIVE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | WHITEFISH | City |
| State | MT | State |
| ZIP Code | 59937 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOLLY JARMUSZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8474410036 | PhoneNum |
| Signature | 2014-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE CIOLINO | PreparerPersonNm |
| Phone | 6023144436 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,760,516 | 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 |
| Interest On Sav Rev And Expnss | $33,102 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,102 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,881 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $708,203 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,881 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $227,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $227,308 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $31,194 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,194 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,688 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,688 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,882 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $412,752 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $412,752 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $446,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,882 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $412,752 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$219,326 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,426 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $458,556 | CashBOYAmt |
| Cash EOY | $179,098 | CashEOYAmt |
| Cash EOYFMV | $179,098 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,226,454 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $141,621 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $151,260 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,150,626 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,779,173 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,627,557 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $782,207 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $801,039 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $268,031 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Assets EOY | $1,562 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,562 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,103,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,883,661 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,760,516 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $680 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $680 | 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 | $2,198,510 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,979,184 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,102,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,883,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,103,667 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,883,661 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,102,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$219,326 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,883,661 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,883,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| SEE ATTACHED STATEMENT | 2013-10-11 | $56,614 | $52,443 | $4,171 | $4,171 | |
| SEE ATTACHED STATEMENT | $152,140 | $132,982 | $19,158 | $19,158 | ||
| SEE ATTACHED STATEMENT | $101,135 | $101,092 | $43 | $43 | ||
| SEE ATTACHED STATEMENT | $383,163 | $326,805 | $56,358 | $56,358 | ||
| CAPITAL GAIN DIVIDENDS | $15,151 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,881 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $240,432 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,207,306 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038734 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $286,946 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,563,945 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051572 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $268,781 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,776,450 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056272 | DistributionYr3Rt |
| Total Distribution | 0.146578 | TotalDistributionRt |
| Average Distribution | 0.048859 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,181,896 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $302,041 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,934 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $303,975 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $412,752 | 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 | $1,934 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,934 | SubtotalAmt |
| Tax Based On Investment Income | $1,934 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,980 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,980 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,046 | OverpaymentAmt |
| Applied To ES Tax | $1,046 | AppliedToESTaxAmt |
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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | WHITEFISH | City |
| State | MT | State |
| ZIP Code | 59937 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $6,033,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $242,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,276,037 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,276,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,181,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $309,095 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $309,095 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,934 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,934 | TotalTaxAmt |
| Distributable Before Adj | $307,161 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $307,161 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $307,161 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $412,752 | 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 | $412,752 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,934 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $410,818 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $307,161 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $24,136 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,970 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $36,106 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $412,752 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $307,161 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $105,591 | RemainingDistriFromCorpusAmt |
| Total Corpus | $141,697 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $141,697 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $24,136 | ExcessFromYear3Amt |
| Excess From Year2 | $11,970 | ExcessFromYear2Amt |
| Excess From Current Year | $105,591 | 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 (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WILDERNESS WORKSHOP | |||||||
| PO BOX 1442 | CARBONDALE | CO | 81627 | N/A | PC | OPERATING FUNDS | $500 |
| SOLAR CAMPUS INITITATIVE | |||||||
| 2150 ALLSTON WAY | BERKELEY | CA | 94704 | N/A | PC | OPERATING FUNDS | $1,000 |
| ALPINE THEATER PROJECT | |||||||
| PO BOX 1959 | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $1,000 |
| MT ENVIRONMENTAL INFO CENTER | |||||||
| 107 LAWRENCE N-6 | HELENA | MT | 59601 | N/A | PC | OPERATING FUNDS | $200 |
| ACLU OF MT FOUNDATION | |||||||
| PO BOX 1317 | HELENA | MT | 59624 | N/A | PC | OPERATING FUNDS | $130,000 |
| WHITEFISH LAKE INSTITUTE | |||||||
| 635 DENVER STREET | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $1,500 |
| WHITEFISH THEATER INSTITUTE | |||||||
| 1 CENTRAL AVENUE | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $1,000 |
| FLATHEAD LAND TRUST | |||||||
| PO BOX 1913 | KALISPELL | MT | 59903 | N/A | PC | OPERATING FUNDS | $50 |
| MONTANA INNOCENCE PROJECT | |||||||
| PO BOX7607 | MISSOULA | MT | 59807 | N/A | PC | OPERATING FUNDS | $150,000 |
| GLACIER SYMPHONY | |||||||
| PO BOX 2491 | KALISPELL | MT | 59903 | N/A | PC | OPERATING FUNDS | $1,500 |
| CITIZENS FOR A BETTER FLATHEAD | |||||||
| 35 4TH ST WEST | KALISPELL | MT | 59903 | N/A | PC | OPERATING FUNDS | $3,000 |
| MT HUMAN RIGHTS NETWORK | |||||||
| PO BOX 1509 | HELENA | MT | 59624 | N/A | PC | OPERATING FUNDS | $750 |
| DYSTONIA MEDICAL RESEARCH FOUNDATION | |||||||
| ONE E WACKER DR SUITE 2430 | CHICAGO | IL | 60601 | N/A | PC | OPERATING FUNDS | $1,500 |
| SKOKIE NORTHSHORE SCULPTURE PARK | |||||||
| 9351 KEELER AVE | SKOKIE | IL | 60076 | N/A | PC | OPERATING FUNDS | $1,667 |
| BAY AREA WILDERNESS TRAINING | |||||||
| 1050 E 8TH STREET | OAKLAND | CA | 94606 | N/A | PC | OPERATING FUNDS | $500 |
| PHILANTHROPY NORTHWEST | |||||||
| 2101 FOURTH AVE SUITE 650 | SEATTLE | WA | 98121 | N/A | PC | OPERATING FUNDS | $1,235 |
| FLATHEAD LAKERS | |||||||
| PO BOX 70 | POLSON | MT | 59860 | N/A | PC | OPERATING FUNDS | $100 |
| VITAL GROUND | |||||||
| T-2 FORT MISSOULA ROAD | MISSOULA | MT | 59804 | N/A | PC | OPERATING FUNDS | $250 |
| LEAGUE TO SAVE LAKE TAHOE | |||||||
| 2608 LAKE TAHOE BLVD | SOUTH LAKE TAHOE | CA | 96150 | N/A | PC | OPERATING FUNDS | $2,000 |
| MONTANA PBS | |||||||
| MONTANA STATE UNIVERSITY | BOZEMAN | MT | 59717 | N/A | PC | OPERATING FUNDS | $100 |
| CENTER FOR MUSIC BY PEOPLE WITH DISABILITIES | |||||||
| 415 W CENTRAL | MISSOULA | MT | 59801 | N/A | PC | OPERATING FUNDS | $500 |
| NATURE IN THE CITY | |||||||
| PO BOX 170088 | SAN FRANCISCO | CA | 94117 | N/A | PC | OPERATING FUNDS | $500 |
| CENTURION MINISTRIES | |||||||
| 221 WITHERSPOON | PRINCETON | NJ | 08542 | N/A | PC | OPERATING FUNDS | $50,000 |
| KIDS FOR THE BAY | |||||||
| 1711 ALCATRAZ AVE | BERKELEY | CA | 94703 | N/A | PC | OPERATING FUNDS | $7,000 |
| NORTH VALLEY FOOD BANK | |||||||
| 251 FLATHEAD AVENUE | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $10,000 |
| INTERMOUNTAIN | |||||||
| PO BOX 8134 | MISSOULA | MT | 59807 | N/A | PC | OPERATING FUNDS | $1,000 |
| TAMARACK GRIEF RESOURCE CENTER | |||||||
| 516 S ORANGE | MISSOULA | MT | 59801 | N/A | PC | OPERATING FUNDS | $250 |
| GLACIER TWINS | |||||||
| PO BOX 2007 | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $2,000 |
| GLACIER HIGH SCHOOL | |||||||
| 375 WOLFPACK WAY | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $1,500 |
| ACLU OF NORTH CAROLINA | |||||||
| PO BOX 28004 | RALEIGH | NC | 27611 | N/A | PC | OPERATING FUNDS | $10,000 |
| BOB MARSHALL WILDERNESS FOUNDATION | |||||||
| PO BOX 190688 | HUNGRY HORSE | MT | 59919 | N/A | PC | OPERATING FUNDS | $500 |
| AGENCY ON AGING | |||||||
| 980 NINTH STREET | SACRAMENTO | CA | 95814 | N/A | PC | OPERATING FUNDS | $300 |
| WHITEFISH LIONS CLUB | |||||||
| PO BOX 276 | CROSSLAKE | MT | 56442 | N/A | PC | OPERATING FUNDS | $100 |
| MONTANA LAND RELIANCE | |||||||
| PO BOX 355 | HELENA | MT | 59624 | N/A | PC | OPERATING FUNDS | $250 |
| WHITEFISH LEGACY PARTNERS | |||||||
| PO BOX 1895 | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $500 |
| CASA OF MISSOULA | |||||||
| 412 W ALDEN STREET | MISSOULA | MT | 59802 | N/A | PC | OPERATING FUNDS | $200 |
| FRIENDS OF THE URBAN FOREST | |||||||
| 1007 GENERAL KENNEDY AVENUE | SAN FRANCISCO | CA | 94129 | N/A | PC | OPERATING FUNDS | $200 |
| WHITEFISH ARTS COUNCIL | |||||||
| 602 E 2ND STREET | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $2,000 |
| MONTANA FOOD BANK NETWORK | |||||||
| 5625 EXPRESSWAY | MISSOULA | MT | 59808 | N/A | PC | OPERATING FUNDS | $22,000 |
| THE NURTURING CENTER | |||||||
| 146 THIRD AVE WEST | KALISPEE | MT | 59901 | N/A | PC | OPERATING FUNDS | $300 |
| URBAN RELEAF | |||||||
| 835 57TH STREET | OAKLAND | CA | 94608 | N/A | PC | OPERATING FUNDS | $300 |
| EARTH EQUILIBRIUM | |||||||
| 1061 MONTAINVIEW | DUXBURY | VT | 05676 | N/A | PC | OPERATING FUNDS | $500 |
| 5 GYRES | |||||||
| 550 E RUSTIC ROAD | SANTA MONICA | CA | 90402 | N/A | PC | OPERATING FUNDS | $250 |
| LA COCINA | |||||||
| 2948 FOLSOM STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | OPERATING FUNDS | $250 |
| BIGFORK HIGH SCHOOL | |||||||
| PO BOX 188 | BIGFORK | MT | 59911 | N/A | PC | OPERATING FUNDS | $1,500 |
| FVCC FOUNDATION | |||||||
| 777 GRANDVIEW DRIVE | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $412,752 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,102 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,325 | 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 | $94,881 | 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 | $227,308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $227,308 | 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
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CDARS | CategoryOrItemTxt |
| Book Value | $0 | BookValueAmt |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST/DIVIDEND/SALE REC | Desc |
| EOY Book Value | $1,562 | EOYBookValueAmt |
| EOYFMV | $1,562 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $27,970 | $27,970 |
| THE PRIVATE BANK FEES | $2,299 | $2,299 |
| ACCOUNTING FEES | $925 | $925 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $699 | $699 |
| FEDERAL EXCISE TAX | $1,989 | $1,989 |
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