HOMESTEAD FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HOMESTEAD FOUNDATION INC (EIN 52-2389050)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-06
- IRS object ID
- 201300659349100300
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-06T10:10:32-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810385940 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON ZURMUEHLEN & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20435 | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591040435 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522389050 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOMESTEAD FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOME | NameControl |
| Phone | 4062222000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1283 | AddressLine1 |
| City | LIVINGSTON | City |
| State | MT | State |
| ZIP Code | 590471283 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN SULLIVAN | Name |
| Title | DIRECTOR | Title |
| Phone | 4062222000 | Phone |
| Date Signed | 2013-02-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL S MILLER CPA | Name |
| PTIN | P00031554 | PTIN |
| Phone | 4062455136 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1262408 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 200000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 13094 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13094 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -6362 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 25368 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 206732 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13094 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2085 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2085 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2599 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2599 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 331 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 85 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5015 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2599 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2170 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 37550 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 37550 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 42565 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2599 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 39720 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 164167 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10495 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 230619 | CashBOY |
| Cash EOY | -6347 | CashEOY |
| Cash EOYFMV | -6347 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 566375 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 971748 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 973525 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 293200 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 288960 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 295230 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1090194 | TotalAssetsBOY |
| Total Assets EOY | 1254361 | TotalAssetsEOY |
| Total Assets EOYFMV | 1262408 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 840194 | CapitalStockBOY |
| Capital Stock EOY | 954361 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 250000 | RetainedEarningsBOY |
| Retained Earnings EOY | 300000 | RetainedEarningsEOY |
| Total Net Assets BOY | 1090194 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1254361 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1090194 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1254361 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1090194 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 164167 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1254361 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1254361 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | SALE OF SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 25368 | GrossSalesPrice |
| Cost Or Other Basis | 31730 | CostOrOtherBasis |
| Gain Or Loss | -6362 | GainOrLoss |
| Gains Minus Excess Or Losses | -6362 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -6362 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 34826 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 840332 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.041443 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 25436 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 679494 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.037434 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 22745 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 512496 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044381 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 20161 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 455992 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044213 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 15476 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 392818 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039397 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.206868 | TotalDistributionRatio |
| Average Distribution Ratio | 0.041374 | AverageDistributionRatio |
| Net Noncharitable Assets | 1078808 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 44635 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 105 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 44740 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 39720 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 210 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 210 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 210 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 210 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MT | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | HOMESTEAD FOUNDATIONINC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4062222000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 S MAIN ST | AddressLine1 |
| City | LIVINGSTON | City |
| State | MT | State |
| ZIP Code | 59047 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOHN SULLIVAN | ||||||||
| 401 S MAIN ST | LIVINGSTON | MT | 59047 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| MEREDITH KEY SULLIVAN | ||||||||
| 401 S MAIN ST | LIVINGSTON | MT | 59047 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| MIKE WATERS | ||||||||
| 401 S MAIN ST | LIVINGSTON | MT | 59047 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO VARIOUS PHILANTHROPIC ORGANIZATIONS. TOTAL OF 39 ORGANIZATIONS. | Description1 |
| Expenses1 | 37550 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 288684 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 806553 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1095237 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1095237 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16429 | CashDeemedCharitable |
| Net Noncharitable Assets | 1078808 | NetNoncharitableAssets |
| Minimum Investment Return | 53940 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 53940 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 210 | TaxBasedOnInvestmentIncome |
| Total Tax | 210 | TotalTax |
| Distributable Amount Before Adj | 53730 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 53730 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 53730 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 39720 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 39720 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 39720 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 53730 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 37992 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 39720 | QualifyingDistributions |
| Applied To Year1 | 37992 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1728 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 52002 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN SULLIVAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BEAVERHEAD COMMUNITY FOOD PANTRY | |||||||
| PO BOX 1356 | DILLON | MT | 59725 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| BIG TIMBER COMMUNITY FOOD BANK | |||||||
| PO BOX 340 | BIG TIMBER | MT | 59011 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| BIGFORK MUSEUM OF ART & HISTORY | |||||||
| 525 ELECTRIC AVENUE | BIG FORK | MT | 59911 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $500 |
| BIGFORK SUMMER PLAYHOUSE | |||||||
| PO BOX 456 | BIGFORK | MT | 59911 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $500 |
| CARBON COUNTY COMM FOOD BANK | |||||||
| 17 E 11TH ST | RED LODGE | MT | 59068 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| CENTRAL MONTANA COMMUNITY CUPBOARD | |||||||
| PO BOX 194 | LEWISTOWN | MT | 59457 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| CUSTER COUNTY FOOD BANK | |||||||
| 210 S WINCHESTER AVE | MILES CITY | MT | 59301 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| DAWSON COUNTY FOOD BANK | |||||||
| 808 N MERRILL | GLENDIVE | MT | 59330 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| EAGLE MOUNT OF BOZEMAN | |||||||
| 6901 GOLDSTEIN LANE | BOZEMAN | MT | 59771 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $1,000 |
| LIVINGSTON FRIEND OF THE YELLOWSTONE GATEWAY MUSEUM | |||||||
| PO BOX 815 | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $500 |
| GATEWAY HOSPICE | |||||||
| 504 S 13TH STREET | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $500 |
| HELPING HANDS | |||||||
| 825 3RD ST W | HARDIN | MT | 59034 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| HUMANE SOCIETY OF BEAVERHEAD COUNTY | |||||||
| 80 LAGOON LANE | DILLON | MT | 59725 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $500 |
| LIVINGSTON COUNTERPOINT | |||||||
| 116 EAST LEWIS | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $750 |
| LIVINGSTON DEPOT FOUNDATION | |||||||
| PO BOX 1319 | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $7,500 |
| LIVINGSTON FOOD PANTRY | |||||||
| 112 NORTH M STREET | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $1,000 |
| LOAVES AND FISHES OF LIVINGSTON | |||||||
| 301 SOUTH MAIN ST | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $750 |
| MONTANA PRESERVATION ALLIANCE | |||||||
| 120 REEDERS ALLEY | HELENA | MT | 59601 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $500 |
| PARK COUNTY THEATER GUILD | |||||||
| 113 EAST CALLENDER ST | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $500 |
| PRAIRIE COUNTY HEALTH DEPT | |||||||
| PO BOX 202 | TERRY | MT | 59349 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| PROJECT HOPE | |||||||
| 428 EAST PIKE AVENUE | COLUMBUS | MT | 59019 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| THE SAMARITAN'S FOOD PANTRY | |||||||
| 250 HOWARD VALLEY ROAD | FORSYTH | MT | 59327 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| WAKE UP LACE UP | |||||||
| 1503 NORTH JORDAN | MILES CITY | MT | 59301 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $1,000 |
| FRIENDS OF PUBLIC RADIO | |||||||
| 1500 UNIVERSITY DRIVE | BILLINGS | MT | 59101 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $1,000 |
| TUMBLEWEED RUNAWAY | |||||||
| 505 NORTH 24TH STREET | BILLINGS | MT | 59101 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $1,000 |
| STILLWATER YOUTH CENTER | |||||||
| PO BOX 1148 | COLUMBUS | MT | 59019 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $300 |
| TOWN OF FROID | |||||||
| PO BOX 308 | FROID | MT | 59226 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $1,000 |
| DAWSON COUNTY HEALTH COMMUNITIES COALITION | |||||||
| 207 WEST BELL | GLENDIVE | MT | 59330 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $2,000 |
| BIG HORN HISTORICAL MUSEUM | |||||||
| RR1 BOX 1206A | HARDIN | MT | 59034 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| HELP EVERY PET | |||||||
| 709 NORTH CENTER | HARDIN | MT | 59034 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $500 |
| CARROL COLLEGE FORENSICSDEPATE | |||||||
| 1601 NORTH BENTON AVENUE | HELENA | MT | 59625 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $1,000 |
| CENTRAL MONTANA FOUNDATION ICE RINK | |||||||
| PO BOX 334 | LEWISTOWN | MT | 59457 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $2,000 |
| CENTRAL MONTANA MEDICAL FOUNDATION | |||||||
| 408 WENDELL AVENUE | LEWISTOWN | MT | 59457 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $2,000 |
| FRIENDS OF LEWISTOWN TRAILS | |||||||
| PO BOX 334 | LEWISTOWN | MT | 59457 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $1,000 |
| CRAZY MOUNTAIN PRODUCTIONS | |||||||
| PO BOX 58 | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $500 |
| THE CONFLUENCE | |||||||
| PO BOX 807 | MILES CITY | MT | 59301 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $400 |
| MILES CITY YOUTH HOCKEY | |||||||
| PO BOX 493 | MILES CITY | MT | 59301 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $1,000 |
| NATIVE AMERICAN CHILDREN'S ASSOCIATION | |||||||
| PO BOX 1331 | RED LODGE | MT | 59068 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $750 |
| YELLOWSTONE WILDLIFE SANCTUARY | |||||||
| PO BOX 675 | RED LODGE | MT | 59068 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 37550 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,094 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$6,362 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $6,732 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6732 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | 1ST STATE BANK OF NEWCASTLE | PO BOX 910 | NEWCASTLE | WY | 82701 | 50000 | X |
| 2 | JOHN SULLIVAN | PO BOX 1283 | LIVINGSTON | MT | 590471283 | 150000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $2,085 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2085 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB INVESTMENTS | NameOfStock |
| EOY Book Value | 288960 | EOYBookValue |
| EOYFMV | 295230 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ANNUAL REPORT | 15 | 0 | 15 |
| FORM 990-PF TAX | 246 | 0 | 0 |
| OTHER EXPENSES | 70 | 0 | 70 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | Category |
| Amount | $2,599 | Amount |
| Net Investment Income | 2599 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments