THE PRBB FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE PRBB FOUNDATION (EIN 20-4186644)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-21
- IRS object ID
- 201331419349100108
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-21T15:53:43-05:00 | 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 | 1019 EAST MAIN SUITE 201 | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 59715 | 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 | 204186644 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRBB FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PRBB | NameControl |
| Phone | 4065813073 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9443 COTTONWOOD ROAD | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 59718 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOUISE DAVIS | Name |
| Title | PRESIDENT | Title |
| Phone | 4065813073 | Phone |
| Date Signed | 2013-05-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HEATHER WALSTAD | Name |
| PTIN | P01077744 | PTIN |
| Phone | 4065566160 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2057263 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 254451 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 304 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 304 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 60644 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 60644 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 231257 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 849506 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 231257 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 546656 | TotalRevenueAndExpenses |
| Total Net Investment Income | 292205 | 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 | 1296 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3149 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 7762 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 1552 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 6210 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 835 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 167 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 668 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13042 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1719 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6878 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 80533 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 80533 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 93575 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1719 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 87411 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 453081 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 290486 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 38703 | CashBOY |
| Cash EOY | 83698 | CashEOY |
| Cash EOYFMV | 83652 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 44742 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 20051 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 20051 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 159 | AccountsReceivable |
| Accounts Receivable EOY | 159 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 159 | AccountsReceivableEOYFMV |
| Investments Other BOY | 1636877 | InvestmentsOtherBOY |
| Investments Other EOY | 1824475 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1953401 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1720322 | TotalAssetsBOY |
| Total Assets EOY | 1928383 | TotalAssetsEOY |
| Total Assets EOYFMV | 2057263 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 545144 | CapitalStockBOY |
| Capital Stock EOY | 545144 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1175178 | RetainedEarningsBOY |
| Retained Earnings EOY | 1383239 | RetainedEarningsEOY |
| Total Net Assets BOY | 1720322 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1928383 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1720322 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1928383 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1720322 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 453081 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2173403 | Subtotal |
| Other Decreases | 245020 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1928383 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| CAPITAL WORLD GRW & INC FUND | P | 2012-04-10 | 138779 | 174390 | -35611 | -35611 |
| EXXON MOBIL CORP | D | 273348 | 5431 | 267917 | 267917 | |
| NEW WORLD FUND | P | 2012-06-28 | 150073 | 144934 | 5139 | 5139 |
| PIMCO LOW DURATION FUND | P | 2012-04-10 | 40318 | 41288 | -970 | -970 |
| PAS WORLD WOMENDS EQU FD | P | 2012-11-14 | 163287 | 173203 | -9916 | -9916 |
| PIMCO COMMOD REAL RET STRAT | P | 2012-10-31 | 35911 | 44087 | -8176 | -8176 |
| VANGUARD SMALL CAP VALUE ETF | P | 2012-04-10 | 40925 | 34916 | 6009 | 6009 |
| CAPITAL GAINS DIVIDENDS | P | 6865 | 6865 | 6865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 231257 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 71971 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1614724 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044572 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 48865 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1203154 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040614 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 40397 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 709659 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056925 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 35730 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 711874 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050191 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 489498 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.000000 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.192302 | TotalDistributionRatio |
| Average Distribution Ratio | 0.038460 | AverageDistributionRatio |
| Net Noncharitable Assets | 1926006 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 74074 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2905 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 76979 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 87411 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2905 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2905 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2905 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3040 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3040 | TotalCreditsAndPayments |
| Overpayment | 135 | Overpayment |
| Amount Credited To Next Year | 135 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 0 | 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 | PRBBFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | THE FOUNDATION | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4065813073 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9443 COTTONWOOD ROAD | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 59718 | 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 |
|---|---|---|---|---|---|---|---|---|
| LOUISE DAVIS | ||||||||
| 9443 COTTONWOOD ROAD | BOZEMAN | MT | 59718 | PRESIDENT | 20.00 | 0 | 0 | 0 |
| JEANETTE HAGEN | ||||||||
| 9443 COTTONWOOD ROAD | BOZEMAN | MT | 59718 | VICE PRESIDENT | 3.00 | 0 | 0 | 0 |
| MOLLY HAMPTON | ||||||||
| 9443 COTTONWOOD ROAD | BOZEMAN | MT | 59718 | TRUSTEE | 5.00 | 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 |
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 | 1833375 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 121961 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1955336 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1955336 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 29330 | CashDeemedCharitable |
| Net Noncharitable Assets | 1926006 | NetNoncharitableAssets |
| Minimum Investment Return | 96300 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 96300 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2905 | TaxBasedOnInvestmentIncome |
| Total Tax | 2905 | TotalTax |
| Distributable Amount Before Adj | 93395 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 93395 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 93395 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 87411 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 87411 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2905 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 84506 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 93395 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 413 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 327 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 740 | TotalExcessDistriCarryover |
| Qualifying Distributions | 87411 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 87411 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 740 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 740 | 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 | 5244 | 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 | LOUISE DAVIS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| COMMUNITY ACTION FUND FOR WOMEN IN AFRICA | ||||||
| 810 COLD SPRINGS ROAD | SANTA BARBARA | CA | 93108 | PUBLIC CHARITIES | TO STRENGTHEN THE SOCIAL, POLITICAL AND ECONOMICAL RIGHTS FOR GIRLS AND WOMEN IN AFRICA | $7,000 |
| GREEN BELT MOVEMENT | ||||||
| 1666 K STREET NW | WASHINGTON | DC | 20006 | PUBLIC CHARITIES | WORKS TO PROMOTE ENVIRONMENTAL CONSERVATION | $7,000 |
| HARDY GIRLS HEALTHY WOMEN | ||||||
| 14 COMMON STREET | WATERVILLE | ME | 04901 | PUBLIC CHARITIES | WORKS TO EMPOWER GIRLS WITH KNOWLEDGE AND CRITICAL THINKING TO INSURE ALL GIRLS AND WOMEN EXPERIENCE EQUALITY, INDEPENDENCE AND SAFETY IN THEIR EVERYDAY LIVES | $7,000 |
| IDEX INTERNATIONAL DEVELOPMENT EXCHANGE | ||||||
| 827 VALENCIA STREET 101 | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITIES | WORKS TO PROMOTE LASTING SOLUTIONS TO POVERTY | $2,533 |
| JEANNETTE RANKIN WOMEN'S SCHOLARSHIP FUND | ||||||
| 1 HUNTINGTON ROAD SUITE 701 | ATHENS | GA | 30606 | PUBLIC CHARITIES | AWARDS SCHOLARSHIPS ANNUALLY TO LOW-INCOME WOMEN 35 AND OVER | $7,500 |
| LAMBI FUND OF HAITI | ||||||
| PO BOX 18955 | WASHINGTON | DC | 20036 | PUBLIC CHARITIES | PROVIDE RESOURCES TO PROMOTE SOCIAL & ECONOMIC EMPOWERMENT | $9,000 |
| SEATTLE INTERNATIONAL FOUNDATION | ||||||
| 909 NE BOAT STREET | SEATTLE | WA | 98105 | PUBLIC CHARITIES | SUPPORTS WORLDWIDE POVERTY ALLEVIATION THROUGH GRANT MAKING AND OTHER ACTIVITIES | $16,000 |
| SUSTAINABLE SCHOOLS INTERNATIONAL | ||||||
| 236 WALNUT STREET | FORT COLLINS | CO | 80524 | PUBLIC CHARITIES | TO SUPPORT CAMBODIAN COMMUNITIES AND SCHOOLS | $7,000 |
| MAINE CENTERS FOR WWW | ||||||
| 46 UNIVERSITY DRIVE UMA | AUGUSTA | ME | 04330 | PUBLIC CHARITIES | THE MISSION OF MAINE CENTERS FOR WOMEN, WORK, AND COMMUNITY IS TO HELP WOMEN SUCCEED IN THE MAINE ECONOMY AND ACHIEVE ECONOMIC SECURITY FOR THEMSELVES AND THEIR FAMILIES. | $7,000 |
| RIGHTS ACTION | ||||||
| PO BOX 50887 | WASHINGTON | DC | 20091 | PUBLIC CHARITIES | TAKING ACTION TO ACHIEVE SOLUTIONS TO THE PROBLEMS OUR WORLDS' AND COMMUNITIES' FACE IS RIGHTS ACTION'S MISSION | $10,000 |
| THRIVE | ||||||
| 400 EAST BABCOCK | BOZEMAN | MT | 59715 | PUBLIC CHARITIES | A PREVENTATIVE, STRENGTH-BASED, EMPOWERMENT MODEL OF WORKING WITH PARENTS AND CHILDREN. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 80533 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $304 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $60,644 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $231,257 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $292,205 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 292205 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | LOUISE DAVIS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9443 COTTONWOOD ROAD | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 59718 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 250451 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | CORPORATE STOCK | NoncashPropertyDescription |
| Fair Market Value | 250451 | FairMarketValue |
| Date Received | 2012-05-24 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,296 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | 1768891 | 1893971 |
| POWERSHARES EXCHANGE | FMV | 20516 | 15028 |
| VANGUARD INDEX TR MID CAP VALUE INDEX | AT COST | 35068 | 44402 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BASIS ADJUSTMENT ON SALE OF INVESTMENT | Description |
| Amount | $245,020 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MEMBERSHIP FEES | 710 | 142 | 568 |
| BANK FEES | 125 | 25 | 100 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $3,149 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments