MARGUERITE L OVERLAND TRUST: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARGUERITE L OVERLAND TRUST (EIN 81-6074482)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-01
- IRS object ID
- 201310919349300026
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-01T15:35:23-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450250958 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401N 31ST ST SUITE 1120 PO BOX 7112 | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591037112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 816074482 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGUERITE L OVERLAND TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARG | NameControl |
| Phone | 4062555000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIRST INTERSTATE BANK PO BOX 30918 | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591160918 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CYNTHIA REIERSON | Name |
| Title | VP AND TRUST OFFICER, FIB | Title |
| Phone | 4062555238 | Phone |
| Date Signed | 2013-02-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORELEI R WALLER CPA | Name |
| PTIN | P00003946 | PTIN |
| Phone | 4068962400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FIRST INTERSTATE BANK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30918 | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591160918 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 310816 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE FUNDS FROM INVESTMENTS FOR DESIGNATED 501(C)(3) | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 1 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 73045 | InvestmentIncomePriorYear |
| Investment Income Current Year | 109169 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3987 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8715 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 77032 | TotalRevenuePriorYear |
| Total Revenue Current Year | 117884 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 45135 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 43427 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16660 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16799 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1676 | OtherExpensePriorYear |
| Other Expenses Current Year | 1694 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 63471 | TotalExpensesPriorYear |
| Total Expenses Current Year | 61920 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 13561 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 55964 | RevenuesLessExpensesCY |
| Total Assets BOY | 1550321 | TotalAssetsBOY |
| Total Assets EOY | 1606285 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1550321 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1606285 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE SOLE PURPOSE OF THIS ORGANIZATION AS A SECTION 509(A)(3) SUPPORTING ORGANIZATION IS TO PROVIDE FUNDS FROM INVESTMENTS FOR DESIGNATED 501(C)(3) ORGANIZATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 43427 | Expense |
| Grants | 43427 | Grants |
| Description | SCHEDULE OF SUPPORTED ORGANIZATIONS AND AMOUNTS OF SUPPORT PROVIDED DURING 2012 AS DESIGNATED BY TRUST AGREEMENT:INTERMOUNTAIN PLANNED PARENTHOOD, INC $ 10,857FAMILY SERVICE, INC. $ 8,685SWEET GRASS COUNTY HIGH SCHOOL FOR SCHOLARSHIP FUND $ 6,948SOUTH CENTRAL MONTANA REGIONAL MENTAL HEALTH CENTER $ 2,171SWEET GRASS COUNTY FOR PIONEER NURSING HOME $ 4,343MONTANA RESCUE MISSION $ 4,343ANIMAL WELFARE LEAGUE OF MT $ 3,908MENTAL HEALTH FOUNDATION, INC. $ 2,171 | Description |
| Total Program Service Expense | 43427 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 1 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST INTERSTATE BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4062555000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 NORTH 31ST STREET | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 59101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | FIRST INTERSTATE BANK | NamePerson |
| Title | TRUSTEE | Title |
| Average Hours Per Week | 1.00 | AverageHoursPerWeek |
| Institutional Trustee | X | InstitutionalTrustee |
| Reportable Comp From Organization | 16799 | ReportableCompFromOrganization |
| Reportable Comp From Related Orgs | 0 | ReportableCompFromRelatedOrgs |
| Other Compensation | 0 | OtherCompensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 16799 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51889 | TotalRevenueColumn |
| Exclusion | $51,889 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 250212 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 192932 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 57280 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 57280 | TotalRevenueColumn |
| Exclusion | $57,280 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL GAINS DISTRIBU | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 8715 | TotalRevenueColumn |
| Exclusion | $8,715 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8715 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117884 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $117,884 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43427 | Total |
| Program Services | 43427 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16799 | Total |
| Management And General | 16799 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1651 | Total |
| Management And General | 1651 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOREIGN TAX WITHHOLDING | Description |
| Total | 43 | Total |
| Management And General | 43 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61920 | Total |
| Program Services | 43427 | ProgramServices |
| Management And General | 18493 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31651 | BOY |
| EOY | 120763 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 806 | BOY |
| EOY | 3975 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1517864 | BOY |
| EOY | 1481547 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1550321 | BOY |
| EOY | 1606285 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1550321 | BOY |
| EOY | 1606285 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1550321 | BOY |
| EOY | 1606285 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1550321 | BOY |
| EOY | 1606285 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 55964 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Non Func | X | SupportingOrg509a3Type3NonFunc |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (8 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| INTERMOUNTAIN PLANNED PARENTHOOD INC | |||||
| 810307201 | 7 | 1 | 1 | 1 | $10,857 |
| FAMILY SERVICE INC | |||||
| 810232120 | 7 | 1 | 1 | 1 | $8,685 |
| SWEET GRASS COUNTY HIGH SCHOOL FOR SCHOLARSHIP FUND | |||||
| 816000988 | 6 | 1 | 1 | 1 | $6,948 |
| SOUTH CENTRAL MONTANA REGIONAL MENTAL HEALTH CENTER | |||||
| 810359499 | 3 | 1 | 1 | 1 | $2,171 |
| SWEET GRASS COUNTY FOR PIONEER NURSING HOME | |||||
| 816001434 | 6 | 1 | 1 | 1 | $4,343 |
| MONTANA RESCUE MISSION | |||||
| 816013963 | 7 | 1 | 1 | 1 | $4,343 |
| ANIMAL WELFARE LEAGUE OF MT | |||||
| 810399059 | 7 | 1 | 1 | 1 | $3,908 |
| MENTAL HEALTH FOUNDATION INC | |||||
| 363789838 | 3 | 1 | 1 | 1 | $2,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 8 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 43426 | SumOfAmounts |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1550321 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 117883 | InvestmentEarningsOrLosses |
| Other Expenditures | 43470 | OtherExpenditures |
| Administrative Expenses | 18449 | AdministrativeExpenses |
| End Of Year Balance | 1606285 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1536760 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 77032 | InvestmentEarningsOrLosses |
| Other Expenditures | 45135 | OtherExpenditures |
| Administrative Expenses | 18336 | AdministrativeExpenses |
| End Of Year Balance | 1550321 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1539342 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 55251 | InvestmentEarningsOrLosses |
| Other Expenditures | 40429 | OtherExpenditures |
| Administrative Expenses | 17901 | AdministrativeExpenses |
| End Of Year Balance | 1536263 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1521150 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 72552 | InvestmentEarningsOrLosses |
| Other Expenditures | 37502 | OtherExpenditures |
| Administrative Expenses | 16858 | AdministrativeExpenses |
| End Of Year Balance | 1539342 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1560603 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 19774 | InvestmentEarningsOrLosses |
| Other Expenditures | 43773 | OtherExpenditures |
| Administrative Expenses | 15454 | AdministrativeExpenses |
| End Of Year Balance | 1521150 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | SUPPORT OF THE ORGANIZATIONS AS LISTED IN TRUST AGREEMENT. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| INTERMOUNTAIN PLANNED PARENTHOOD INC | |||||||
| 2525 FOURTH AVENUE NORTH SUITE 201 | BILLINGS | MT | 59101 | 810307201 | 501(C)(3) | 10857 | TO SUPPORT THE ORGANIZATION |
| FAMILY SERVICE INC | |||||||
| 1824 1ST AVENUE NORTH | BILLINGS | MT | 59101 | 810232120 | 501(C)(3) | 8685 | TO SUPPORT THE ORGANIZATION |
| SWEET GRASS COUNTY HIGH SCHOOL FOR SCHOLARSHIP FUND | |||||||
| PO BOX 888 | BIG TIMBER | MT | 59011 | 816000988 | 501(C)(3) | 6948 | TO SUPPORT THE ORGANIZATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT ACT ON BEHALF OF THE TRUSTEE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TRUSTEE IS THE ONLY MEMBER OF GOVERNING BODY. THE TRUSTEE REVIEWS A COPY OF THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE PUBLIC MAY REQUEST A COPY OF THE ORGANIZATION'S GOVERNING AND FINANCIAL STATEMENTS BY CALLING, E-MAILING, MAILING OR REQUESTING IN PERSON. |
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