LEROY AND CLARIS STRAND FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LEROY AND CLARIS STRAND FOUNDATION (EIN 81-0518232)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-22
- IRS object ID
- 201200829349100105
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-22T14:09:59-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 21 10TH STREET SOUTH | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810518232 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEROY AND CLARIS STRAND FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STRA | NameControl |
| Phone | 4067275000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29 | AddressLine1 |
| City | GEYSER | City |
| State | MT | State |
| ZIP Code | 59447 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICK MCDONALD | Name |
| Title | PRESIDENT | Title |
| Phone | 4067275000 | Phone |
| Date Signed | 2012-03-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAMELA GUSCHAUSKY | Name |
| PTIN | P00185763 | PTIN |
| Phone | 4067270888 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 442129 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 15 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 15 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 14354 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14354 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 8488 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 141285 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 8488 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 22857 | TotalRevenueAndExpenses |
| Total Net Investment Income | 22857 | 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 | 1100 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 367 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 367 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6428 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6428 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 244 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 14 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7787 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6809 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 367 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 16526 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 16526 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 24313 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6809 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 16893 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1456 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 16048 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3427 | CashBOY |
| Cash EOY | 2068 | CashEOY |
| Cash EOYFMV | 2068 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 155558 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 65094 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 65094 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 152131 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 179634 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 194953 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 111416 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 173900 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 180014 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 422532 | TotalAssetsBOY |
| Total Assets EOY | 420696 | TotalAssetsEOY |
| Total Assets EOYFMV | 442129 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 422532 | CapitalStockBOY |
| Capital Stock EOY | 420696 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 422532 | TotalNetAssetsBOY |
| Total Net Assets EOY | 420696 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 422532 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 420696 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 422532 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1456 | ExcessOfRevenueOverExpenses |
| Other Increases | 120 | OtherIncreases |
| Subtotal | 421196 | Subtotal |
| Other Decreases | 500 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 420696 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|
| DAVIDSON TRUST CO CAP GAIN DIST | 2001-01-01 | 2011-12-31 | 41 | 41 | 41 | |
| DAVIDSON TRUST CO | 2011-01-01 | 2011-12-31 | 58267 | 2565 | 2565 | 55702 |
| DAVIDSON TRUST CO | 2001-01-01 | 2011-12-31 | 82977 | 5882 | 5882 | 77095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 8488 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 16108 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 343461 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046899 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 17910 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 324276 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055231 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 18832 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 360282 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.052270 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 17338 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 390660 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044381 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 16636 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 349491 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047601 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.246382 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049276 | AverageDistributionRatio |
| Net Noncharitable Assets | 452102 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 22278 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 160 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 22438 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 16893 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 321 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 321 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 321 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 321 | 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 | GARY W BJELLAND | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4067275000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CENTRAL AVE STE700 | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest Received | 0 | TaxExemptInterestReceived |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICK L MCDONALD | ||||||||
| RR 1 BOX 10 | GEYSER | MT | 59447 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| RICHARD A BROWNING | ||||||||
| PO BOX 196 | BELT | MT | 59412 | TREASURER | 2.00 | 0 | 0 | 0 |
| LEROY STRAND | ||||||||
| PO BOX 29 | GEYSER | MT | 59447 | EX-OFFICIO DIR. | 2.00 | 0 | 0 | 0 |
| MICHAEL YOUDERIAN | ||||||||
| PO BOX 400 | STANFORD | MT | 59479 | VICE PRESIDENT | 2.00 | 0 | 0 | 0 |
| CHARLES TONNE | ||||||||
| PO BOX 144 | GERALDINE | MT | 59446 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| GARY W BJELLAND | ||||||||
| PO BOX 2269 | GREAT FALLS | MT | 59403 | SECRETARY | 2.00 | 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 | 385735 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 73252 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 458987 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 458987 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6885 | CashDeemedCharitable |
| Net Noncharitable Assets | 452102 | NetNoncharitableAssets |
| Minimum Investment Return | 22605 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 22605 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 321 | TaxBasedOnInvestmentIncome |
| Total Tax | 321 | TotalTax |
| Distributable Amount Before Adj | 22284 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 22284 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 22284 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 16893 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 16893 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 16893 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 22284 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 16526 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 16893 | QualifyingDistributions |
| Applied To Year1 | 16526 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 367 | 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 | 21917 | 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
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | LEROY STRAND | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 29 | AddressLine1 |
| City | GEYSER | City |
| State | MT | State |
| ZIP Code | 59447 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4067354421 | RecipientPhoneNumber |
| Form And Info And Materials | COMPLETED APPLICATION WITH ADDITIONAL INFORMATION IF NECESSARY | FormAndInfoAndMaterials |
| Submission Deadlines | SEPTEMBER 30 | SubmissionDeadlines |
| Restrictions On Awards | SPECIFIC GEOGRAPHICAL COMMUNITIES - CONTRIBUTIONS ARE RESTRICTED TO ORGANIZATIONS LOCATED WITHIN OR NEARBY THE FOLLOWING CITIES AND TOWNS: RAYNESFORD, FORT BENTON, STANFORD, GEYSER, BELT, GERALDINE AND HIGHWOOD BUT NOT IN OR NEARBY DENTON, COFFEE CREEK, WINDHAM, HOBSON, UTICA, AND GREAT FALLS, MONTANA. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BELT BOYS & GIRLS CLUB | |||||||
| BELT CREEK ROAD | BELT | MT | 59412 | NONE | N/A | CHARITABLE | $500 |
| BELT COMMUNITY SWIMMING POOL | |||||||
| BELT CREEK ROAD | BELT | MT | 59412 | NONE | N/A | CHARITABLE | $1,000 |
| BELT FOOD BANK | |||||||
| BELT CREEK ROAD | BELT | MT | 59412 | NONE | N/A | CHARITABLE | $500 |
| BELT MINI HUSKY YOUTH BASKETBALL | |||||||
| BELT CREEK ROAD | BELT | MT | 59412 | NONE | N/A | CHARITABLE | $250 |
| BELT RURAL FIRE DEPT | |||||||
| BELT CREEK ROAD | BELT | MT | 59412 | NONE | N/A | CHARITABLE | $750 |
| BELT THEATER COMPANY | |||||||
| BELT CREEK ROAD | BELT | MT | 59412 | NONE | N/A | CHARITABLE | $1,000 |
| BELT VOLUNTEER AMBULANCE | |||||||
| BELT CREEK ROAD | BELT | MT | 59412 | NONE | N/A | CHARITABLE | $1,000 |
| BELT VOLUNTEER FIRE DEPT | |||||||
| BELT CREEK ROAD | BELT | MT | 59412 | NONE | N/A | FIRE ENGINE | $750 |
| BUSINESS PROFESSIONALS OF AMERICA | |||||||
| MAIN ST | STANFORD | MT | 59479 | NONE | N/A | CHARITABLE | $500 |
| GERALDINE COMMUNITY AMBULANCE | |||||||
| MAIN ST | GERALDINE | MT | 59446 | NONE | N/A | CHARITABLE | $952 |
| GERALDINE SENIOR CENTER | |||||||
| MAIN ST | GERALDINE | MT | 59446 | NONE | N/A | CHARITABLE | $1,000 |
| GERALDINE SWIMMING POOL ASSOC | |||||||
| MAIN ST | GERALDINE | MT | 59446 | NONE | N/A | CHARITABLE | $1,000 |
| GEYSER COMMUNITY HALL | |||||||
| DOWNTOWN | GEYSER | MT | 59447 | NONE | N/A | CHARITABLE | $1,000 |
| GEYSER SMITHSONIAN STUDENT TRAVEL PROG | |||||||
| DOWNTOWN | GEYSER | MT | 59447 | NONE | N/A | CHARITABLE | $350 |
| JUDITH BASIN CO FREE LIBRARY | |||||||
| MAIN ST | STANFORD | MT | 59479 | NONE | N/A | CHARITABLE | $500 |
| RAYNESFORD COMMUNITY CENTER | |||||||
| DOWNTOWN | RAYNESFORD | MT | 59469 | NONE | N/A | PROGRAMS | $500 |
| RAYNESFORDGEYSER SENIOR CITIZENS | |||||||
| 10425 US HWY 87 | RAYNESFORD | MT | 59469 | NONE | N/A | PROJECTS | $500 |
| STANFORD BEAUTIFICATION PROJ | |||||||
| MAIN ST | STANFORD | MT | 59479 | NONE | N/A | CHARITABLE | $500 |
| STANFORD CLOSE UP | |||||||
| MAIN ST | STANFORD | MT | 59479 | NONE | N/A | CHARITABLE | $500 |
| OTTER CREEK FIRE DEPT | |||||||
| RR 1 BOX 16 | RAYNESFORD | MT | 59469 | NONE | N/A | PROGRAMS | $1,600 |
| 4-H EXCHANGE CLUB | |||||||
| 111 TAYLOR HALL | BOZEMAN | MT | 59717 | NONE | N/A | PROGRAMS | $500 |
| HIGHWOOD SENIOR CITIZENS | |||||||
| 1447 OTTO RD | HIGHWOOD | MT | 59450 | NONE | N/A | PROGRAMS | $500 |
| TIGER BUTTE 4-H CLUB | |||||||
| 2173 TIGER BUTTE RD | BELT | MT | 59412 | NONE | N/A | PROGRAMS | $874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 16526 | 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 | $15 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,354 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $8,488 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $22,857 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 22857 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,100 | Amount |
| Net Investment Income | 367 | NetInvestmentIncome |
| Disbursements Charitable Prps | 367 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 173900 | EOYBookValue |
| EOYFMV | 180014 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON STOCK | NameOfStock |
| EOY Book Value | 179634 | EOYBookValue |
| EOYFMV | 194953 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WASH SALES NON DEDUCTIBLE LOSS | Description |
| Amount | $500 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CORPORATE ANNUAL FEE | Description |
| Revenue And Expenses Per Books | 15 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON DIVIDEND DISTRIBUTION | Description |
| Amount | $120 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DAVIDSON TRUST | $6,133 | 6133 | 0 |
| OTHER INVESTMENT FEES | $295 | 295 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $230 | 0 | 0 |
| FOREIGN TAX | $14 | 14 | 0 |
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