ORO Y PLATA FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ORO Y PLATA FOUNDATION (EIN 46-0512750)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-31
- IRS object ID
- 201331519349100508
- Schema version
- 2012v2.0
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-31T16:24:48-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stahlberg & Sutherland PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Cooperative Way Suite 100 | AddressLine1 |
| City | Kalispell | City |
| State | MT | State |
| ZIP Code | 599012386 | 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 | 460512750 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORO Y PLATA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OROY | NameControl |
| Phone | 4062702659 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1079 | AddressLine1 |
| City | KALISPELL | City |
| State | MT | State |
| ZIP Code | 59903 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE ENNIS | Name |
| Title | PRESIDENT/TREAS | Title |
| Date Signed | 2013-06-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN C STAHLBERG CPA | Name |
| PTIN | P00237509 | PTIN |
| Phone | 4062578399 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 7817228 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 298557 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 208992 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 208992 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 208992 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 360807 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2281524 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 360807 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 1533 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 868356 | TotalRevenueAndExpenses |
| Total Net Investment Income | 569799 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 210525 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 48940 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 14682 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 34258 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 12580 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 3774 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 8806 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2277 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1139 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1138 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3450 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1035 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2415 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10511 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 10511 | TaxesNetInvstIncm |
| Occupancy Rev And Expnss | 1360 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 408 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 952 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 8427 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 2528 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 5899 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 99 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 30 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 69 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3414 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1024 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2390 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 91058 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 35131 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 55927 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 580879 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 580879 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 671937 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 35131 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 636806 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 196419 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 534668 | NetInvestmentIncome |
| Adjusted Net Income | 210525 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 136834 | CashBOY |
| Cash EOY | 429804 | CashEOY |
| Cash EOYFMV | 427802 | CashEOYFMV |
| Investments Corp Stock BOY | 6963089 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6868178 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 7389426 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 7099923 | TotalAssetsBOY |
| Total Assets EOY | 7297982 | TotalAssetsEOY |
| Total Assets EOYFMV | 7817228 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 1640 | AccountsPayableEOY |
| Total Liabilities EOY | 1640 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 7099923 | RetainedEarningsBOY |
| Retained Earnings EOY | 7296342 | RetainedEarningsEOY |
| Total Net Assets BOY | 7099923 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7296342 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7099923 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7297982 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7099923 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 196419 | ExcessOfRevenueOverExpenses |
| Subtotal | 7296342 | Subtotal |
| Total Net Assets Fund Balances EOY | 7296342 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset |
|---|---|
| 134420 | |
| Capital Gain Dividends |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 360807 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1533 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 546743 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7281564 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.07509 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3936589 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9477730 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.41535 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 527427 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7154463 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.07372 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 473969 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8081335 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05865 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 460391 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8096375 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05686 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.67967 | TotalDistributionRatio |
| Average Distribution Ratio | 0.13593 | AverageDistributionRatio |
| Net Noncharitable Assets | 7530399 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1023637 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5347 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1028984 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 636806 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 10693 | InvestmentIncomeExciseTax |
| Subtotal | 10693 | Subtotal |
| Tax Based On Investment Income | 10693 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6248 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 4445 | TaxPaidWithExtension |
| Total Credits And Payments | 10693 | TotalCreditsAndPayments |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MT | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEAN AGATHERco ORO y PLATA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4062702659 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1079 | AddressLine1 |
| City | KALISPELL | City |
| State | MT | State |
| ZIP Code | 59903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| JEAN AGATHER | ||||||
| PO BOX 1079 | KALISPELL | MT | 59903 | Foundation Mana | 25.00 | 48940 |
| LW PETERSEN | ||||||
| PO BOX 639 | BILLINGS | MT | 59103 | Secretary | 1.00 | 0 |
| MARGARET DAVIS | ||||||
| PO BOX 1079 | KALISPELL | MT | 59903 | Vice President | 1.00 | 0 |
| BRUCE ENNIS | ||||||
| PO BOX 1079 | KALISPELL | MT | 59903 | PRESIDENT/TREAS | 4.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS ORGANIZED TO SUPPORT EFFECTIVE MONTANA BASED NONPROFITS DEDICATED TO HELPING PEOPLE ENLARGE THEIR COMPETENCIES AND CAPACITIES. OyP PREFERS NOT TO FUND HISTORICAL SOCIETIES, ART CENTERS, GENERAL HOSPITALS, THEATERS, NATIONAL LEVEL ORGANIZATIONS, HIGHER EDUCATION INSTITUTIONS, ANIMAL ORGANIZATIONS, SPORTS ORGANIZATIONS, PUBLIC BROADCASTING AND ECONOMIC DEVELOPMENT PROJECTS. A LIMITED PORTION OF THE FOUNDATION'S GIVING GOES TO CHARITABLE ORGANIZATIONS THAT MAY BE OUTSIDE OF MONTANA OR THE PRIMARY FOCUS OF THE FOUNDATION. | Description1 |
| Expenses1 | 0 | Expenses1 |
| Description2 | REFER TO THE FORM 990-PF PART XV AND STATEMENTS 11 & 12 FOR A LIST OF THE DIRECT CHARITABLE GRANTS PAID OR APPROVED DURING THE YEAR. | Description2 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 7514320 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 130755 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7645075 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 7645075 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 114676 | CashDeemedCharitable |
| Net Noncharitable Assets | 7530399 | NetNoncharitableAssets |
| Minimum Investment Return | 376520 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 376520 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 10693 | TaxBasedOnInvestmentIncome |
| Total Tax | 10693 | TotalTax |
| Distributable Amount Before Adj | 365827 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 365827 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 365827 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 636806 | ExpensesAndContributions |
| Qualifying Distributions | 636806 | QualifyingDistributions |
| Adj Qualifying Distributions | 636806 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 365827 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 173222 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3466784 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 188910 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3828916 | TotalExcessDistriCarryover |
| Qualifying Distributions | 636806 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 365827 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 270979 | RemainingDistriFromCorpus |
| Total Corpus | 4099895 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 4099895 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 173222 | ExcessFromYear3 |
| Excess From Year2 | 3466784 | ExcessFromYear2 |
| Excess From Year1 | 188910 | ExcessFromYear1 |
| Excess From Current Year | 270979 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARGARET DAVIS | ContributingManager |
| Contributing Manager | BRUCE ENNIS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ORO Y PLATA FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1079 | AddressLine1 |
| City | KALISPELL | City |
| State | MT | State |
| ZIP Code | 599031079 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4062702659 | RecipientPhoneNumber |
| Restrictions On Awards | ORO Y PLATA FOUNDATION DOES NOT ACCEPT UNSOLICITED GRANT APPLICATIONS. LETTERS OF INQUIRY MAY BE SENT TO THE FOUNDATION MANAGER AT THE ADDRESS LISTED ABOVE. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (59 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BRIDGESSCH DIST 5 | |||||||
| 233 1ST AVE E | KALISPELL | MT | 59901 | NONE | N/A | AUTISM SUPPORT | $19,620 |
| MONTANA WOODEN BOAT FNDTN | |||||||
| 875 LAKESIDE BLVD | LAKESIDE | MT | 59922 | NONE | N/A | FURTHER EXEMPT PURPOSE | $2,000 |
| PARK COUNTY SENIOR CENTER | |||||||
| 206 S MAIN ST | LIVINGSTON | MT | 59047 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| SHIFT EMPOWERMENT PROGRAMS | |||||||
| PO BOX 193 | LIVINGSTON | MT | 59047 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| ST MATTHEWSWINTER JACKETS FOR KIDS | |||||||
| 602 S MAIN ST | KALISPELL | MT | 59901 | NONE | N/A | COATS FOR KIDS | $1,000 |
| HEDGES SCHOOL | |||||||
| 827 4TH AVE E | KALISPELL | MT | 59901 | NONE | N/A | SCHOOL ASSISTANCE | $1,000 |
| SAVE A SISTERFLTHD CANCER AID SVCS | |||||||
| 2555 DILLON RD | WHITEFISH | MT | 59937 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| DREAM ADAPTIVE RECREATION INC | |||||||
| 845 HIGHLAND DR | WHITEFISH | MT | 59937 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| PHILANTHROPY NORTHWEST | |||||||
| 2505 3RD AVE SUITE 200 | SEATTLE | WA | 98121 | NONE | N/A | FURTHER EXEMPT PURPOSE | $3,355 |
| INNOCENCE PROJECT | |||||||
| PO BOX 7607 | MISSOULA | MT | 59807 | NONE | N/A | FURTHER EXEMPT PURPOSE | $5,000 |
| NAMI MONTANA | |||||||
| 616 HELENA AVE SUITE 218 | HELENA | MT | 59601 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| FAMILY PROMISE OF MISSOULA | |||||||
| PO BOX 5882 | MISSOULA | MT | 59806 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| INTERFAITH HOSPITALITY NETWORK | |||||||
| 40 10TH ST W | BILLINGS | MT | 59102 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| MONTANA NONPROFIT ASSOCIATION | |||||||
| PO BOX 1744 | HELENA | MT | 59624 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| THE LIGHTHOUSE CHRISTIAN HOME | |||||||
| PO BOX 8931 | KALISPELL | MT | 59904 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,500 |
| ROCS WHEELS | |||||||
| 301 GALLATIN PARK DR | BOZEMAN | MT | 59715 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| WABC OF THE HI-LINE | |||||||
| PO BOX 154 | CHESTER | MT | 59522 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| FLATHEAD YOUTH HOMES | |||||||
| 825 E OREGON | KALISPELL | MT | 59901 | NONE | N/A | FURTHER EXEMPT PURPOSE | $18,000 |
| CENTRAL MONTANA YOUTH MENTORING | |||||||
| PO BOX 532 | LEWISTOWN | MT | 59457 | NONE | N/A | FURTHER EXEMPT PURPOSE | $7,000 |
| BOYS AND GIRLS CLUB OF LEWISTOWN | |||||||
| 134 PARK ST | LEWISTOWN | MT | 59457 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| BOYS GIRLS OF THE HI-LINE | |||||||
| PO BOX 68 | HAVRE | MT | 59501 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| DOMESTIC AND SEXUAL VIOLENCE SVCSCA | |||||||
| PO BOX 314 | RED LODGE | MT | 59068 | NONE | N/A | FURTHER EXEMPT PURPOSE | $10,000 |
| YWCA OF HELENA | |||||||
| PO BOX 518 | HELENA | MT | 59624 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| LAKESIDE QUICK RESPONSE UNIT | |||||||
| PO BOX 911 | LAKESIDE | MT | 59922 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,500 |
| COUNTERPOINT | |||||||
| 116 EAST LEWIS ST | LIVINGSTON | MT | 59047 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| PARK COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 2199 | LIVINGSTON | MT | 59047 | NONE | N/A | FURTHER EXEMPT PURPOSE | $6,000 |
| OPERATION LIFESAVER | |||||||
| 337 PARK AVE | WHITEFISH | MT | 59937 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| ROCKS-KEEPING OUR KIDS FIRST | |||||||
| PO BOX 972 | MILES CITY | MT | 59301 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| HOPA MOUNTAIN FOUNDATION | |||||||
| 234 E BABCOCK SUITE E | BOZEMAN | MT | 59715 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| OVERCOMER'S RECOVERY | |||||||
| 1108 UTAH AVE LIBBY ASSMBLY OF GOD | LIBBY | MT | 59923 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,500 |
| ALBERTA BAIR THEATRE | |||||||
| PO BOX 1556 | BILLINGS | MT | 59103 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| INTERMOUNTAIN HOMES | |||||||
| 500 SOUTH LAMBORN | HELENA | MT | 59601 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| HUMAN THERAPY ON HORSEBACK | |||||||
| PO BOX 5565 | KALISPELL | MT | 59903 | NONE | N/A | FURTHER EXEMPT PURPOSE | $10,000 |
| TAMARACK GRIEF RESOURCE CENTER | |||||||
| 336 W SPRUCE | MISSOULA | MT | 59802 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| GALLATIN NATIONAL FOREST AVALANCHE | |||||||
| PO BOX 6799 | BOZEMAN | MT | 59771 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| WEST VALLEY SCHOOL | |||||||
| 2290 FARM TO MARKET ROAD | KALISPELL | MT | 59901 | NONE | N/A | PROGRAM SUPPORT | $1,000 |
| WEST SHORE COMMUNITY LIBRARY | |||||||
| PO BOX 107 | LAKESIDE | MT | 59922 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| UM FOUNDATION | |||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | NONE | N/A | YELLOW BAY BIOLOGICAL STATION | $1,000 |
| THE PARENTING PLACE | |||||||
| PO BOX 3805 | MISSOULA | MT | 59806 | NONE | N/A | FURTHER EXEMPT PURPOSE | $16,000 |
| SPECIAL OLYMPICS MONTANA | |||||||
| PO BOX 2507 | GREAT FALLS | MT | 59403 | NONE | N/A | FURTHER EXEMPT PURPOSE | $15,000 |
| SHEPHERD'S HAND CLINIC-CHRIST LUTHE | |||||||
| 5150 RIVER LAKES PARKWAY | WHITEFISH | MT | 59937 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| PLANNED PARENTHOOD OF MT | |||||||
| 2525 4TH AVENUE NORTH SUITE 201 | BILLINGS | MT | 59101 | NONE | N/A | FURTHER EXEMPT PURPOSE | $40,000 |
| NORTH VALLEY FOOD BANK INC | |||||||
| PO BOX 142 | WHITEFISH | MT | 59937 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| MONTANA CASA | |||||||
| 131 REEDERS ALLEY | HELENA | MT | 59601 | NONE | N/A | FURTHER EXEMPT PURPOSE | $25,000 |
| MONTANA FOOD BANK NETWORK | |||||||
| 5625 EXPRESSWAY | MISSOULA | MT | 59808 | NONE | N/A | FURTHER EXEMPT PURPOSE | $30,000 |
| LITERACY VOLUNTEERS OF FLATHEAD COU | |||||||
| PO BOX 3234 | KALISPELL | MT | 59903 | NONE | N/A | FURTHER EXEMPT PURPOSE | $17,000 |
| LINCOLN COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 490 | LIBBY | MT | 59923 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,000 |
| HOLTER MUSEUM OF ART | |||||||
| 12 EAST LAWRENCE | HELENA | MT | 59601 | NONE | N/A | FURTHER EXEMPT PURPOSE | $1,500 |
| HOCKADAY MUSEUM OF ART | |||||||
| 302 2ND AVE E | KALISPELL | MT | 59901 | NONE | N/A | FURTHER EXEMPT PURPOSE | $3,000 |
| GLACIER SYMPHONY AND CHORALE | |||||||
| PO BOX 2491 | KALISPELL | MT | 59901 | NONE | N/A | FURTHER EXEMPT PURPOSE | $2,000 |
| FLATHEAD COUNTY AGENCY ON AGING | |||||||
| 160 KELLY ROAD A | KALISPELL | MT | 59901 | NONE | N/A | ELDERLY ASSISTANCE | $10,000 |
| FLATHEAD CITY - COUNTY HEALTH DEPAR | |||||||
| 1035 1ST AVENUE WEST | KALISPELL | MT | 59901 | NONE | N/A | FLU SHOTS FOR ELDERLY | $1,000 |
| YWCA OF BILLINGS | |||||||
| 909 WYOMING AVENUE | BILLINGS | MT | 59101 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| CASA FOR KIDS EASTERN MONTANA | |||||||
| PO BOX 1234 | MILES CITY | MT | 59301 | NONE | N/A | FURTHER EXEMPT PURPOSE | $12,000 |
| CASA FOR KIDS - FLATHEAD COUNTY | |||||||
| PO BOX 271 | KALISPELL | MT | 59903 | NONE | N/A | FURTHER EXEMPT PURPOSE | $30,000 |
| BOYS GIRLS CLUB NORTHERN CHEYENNE N | |||||||
| PO BOX 309 | LAME DEER | MT | 59043 | NONE | N/A | FURTHER EXEMPT PURPOSE | $35,000 |
| BOYS GIRLS CLUB OF THE FLTHD RSRVAT | |||||||
| PO BOX 334 | RONAN | MT | 59864 | NONE | N/A | FURTHER EXEMPT PURPOSE | $23,904 |
| BIG SKY INSTITUTE FOR ADVANCEMNT OF | |||||||
| PO BOX 1514 | HELENA | MT | 59624 | NONE | N/A | FURTHER PROGRAM ASSISTANCE | $15,000 |
| PARK COUNTY BIG BROTHER BIG SISTERS | |||||||
| 105 S SECOND ST | LIVINGSTON | MT | 59047 | NONE | N/A | FURTHER EXEMPT PURPOSE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 580879 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $208,992 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $360,807 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $569,799 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 569799 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | 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 | BRUCE ENNIS co ORO y PLATA | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1079 | AddressLine1 |
| City | KALISPELL | City |
| State | MT | State |
| ZIP Code | 59903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 298557 | 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 | VARIOUS SECURITIES | NoncashPropertyDescription |
| Fair Market Value | 298557 | FairMarketValue |
| Date Received | 2012-12-27 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/TAX PREPARATION | Category |
| Amount | $2,277 | Amount |
| Net Investment Income | 1139 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1138 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| TIFF MUTUAL FUNDS | 6566954 | 7084414 |
| DAIN RAUSCHER ACCOUNT | 301224 | 305012 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| WORKER COMPENSATION | 484 | 145 | 339 |
| SUPPLIES | 727 | 218 | 509 |
| SUBSCRIPTIONS | 1325 | 398 | 927 |
| SECRETARY OF STATE ANNUAL FILING | 30 | 9 | 21 |
| POSTAGE & FREIGHT | 509 | 153 | 356 |
| PENALTY | 50 | 15 | 35 |
| MISCELLANEOUS | 198 | 59 | 139 |
| BANK CHARGES | 91 | 27 | 64 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PROFESSIONAL DEVELOPMENT | $950 | 285 | 0 | 665 |
| GRANT CONSULTING FEES | $2,500 | 750 | 0 | 1750 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | BRUCE ENNIS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BOX 1079 | AddressLine1 |
| City | KALISPELL | City |
| State | MT | State |
| ZIP Code | 59904 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $62 | 62 |
| 2012 EXCISE TAXES | $6,248 | 6248 |
| 2011 EXCISE TAXES | $4,201 | 4201 |
Comments