MARGUERITE L OVERLAND TRUST: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARGUERITE L OVERLAND TRUST (EIN 81-6074482)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201231369349302098
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T10:45:01-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-14 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 573263 | 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 | 54262 | InvestmentIncomePriorYear |
| Investment Income Current Year | 73045 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 989 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3987 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 55251 | TotalRevenuePriorYear |
| Total Revenue Current Year | 77032 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 40429 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 45135 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16237 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16660 | 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 | 1664 | OtherExpensePriorYear |
| Other Expenses Current Year | 1676 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 58330 | TotalExpensesPriorYear |
| Total Expenses Current Year | 63471 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3079 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13561 | RevenuesLessExpensesCY |
| Total Assets BOY | 1536263 | TotalAssetsBOY |
| Total Assets EOY | 1550321 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1536263 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1550321 | 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 | 45135 | Expense |
| Grants | 45135 | Grants |
| Description | SCHEDULE OF SUPPORTED ORGANIZATIONS AND AMOUNTS OF SUPPORT PROVIDED DURING 2011 AS DESIGNATED BY TRUST AGREEMENT:INTERMOUNTAIN PLANNED PARENTHOOD, INC $ 11,284FAMILY SERVICE, INC. $ 9,027SWEET GRASS COUNTY HIGH SCHOOL FOR SCHOLARSHIP FUND $ 7,222SOUTH CENTRAL MONTANA REGIONAL MENTAL HEALTH CENTER $ 2,257SWEET GRASS COUNTY FOR PIONEER NURSING HOME $ 4,513MONTANA RESCUE MISSION $ 4,513ANIMAL WELFARE LEAGUE OF MT $ 4,062MENTAL HEALTH FOUNDATION, INC. $ 2,257 | Description |
| Total Program Service Expense | 45135 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| 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 | 16660 | ReportableCompFromOrganization |
| Reportable Comp From Related Orgs | 0 | ReportableCompFromRelatedOrgs |
| Other Compensation | 0 | OtherCompensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 16660 | 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 | 54619 | TotalRevenueColumn |
| Exclusion | $54,619 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 514657 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 496231 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18426 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18426 | TotalRevenueColumn |
| Exclusion | $18,426 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| CAPITAL GAINS DISTRIBU | 900099 | 2924 | $2,924 |
| COMMON FUNDS | 900099 | 566 | $566 |
| NET ASSET VALUE CORREC | 900099 | 497 | $497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3987 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 77032 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $77,032 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45135 | Total |
| Program Services | 45135 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16660 | Total |
| Management And General | 16660 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1650 | Total |
| Management And General | 1650 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOREIGN TAX WITHHOLDING | Description |
| Total | 26 | Total |
| Management And General | 26 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63471 | Total |
| Program Services | 45135 | ProgramServices |
| Management And General | 18336 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31389 | BOY |
| EOY | 31651 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 779 | BOY |
| EOY | 806 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1504095 | BOY |
| EOY | 1517864 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1536263 | BOY |
| EOY | 1550321 | 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 | 1536263 | BOY |
| EOY | 1550321 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1536263 | BOY |
| EOY | 1550321 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1536263 | BOY |
| EOY | 1550321 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 13561 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 497 | 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 Other | X | SupportingOrg509a3Type3Other |
| 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 | $11,284 |
| FAMILY SERVICE INC | |||||
| 810232120 | 7 | 1 | 1 | 1 | $9,027 |
| SWEET GRASS COUNTY HIGH SCHOOL FOR SCHOLARSHIP FUND | |||||
| 816000988 | 6 | 1 | 1 | 1 | $7,222 |
| SOUTH CENTRAL MONTANA REGIONAL MENTAL HEALTH CENTER | |||||
| 810359499 | 3 | 1 | 1 | 1 | $2,257 |
| SWEET GRASS COUNTY FOR PIONEER NURSING HOME | |||||
| 816001434 | 6 | 1 | 1 | 1 | $4,513 |
| MONTANA RESCUE MISSION | |||||
| 816013963 | 7 | 1 | 1 | 1 | $4,513 |
| ANIMAL WELFARE LEAGUE OF MT | |||||
| 810399059 | 7 | 1 | 1 | 1 | $4,062 |
| MENTAL HEALTH FOUNDATION INC | |||||
| 363789838 | 3 | 1 | 1 | 1 | $2,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 8 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 45135 | SumOfAmounts |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 Minus3 Years CurrentYearMinus3Years
| 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 |
| Total Revenue | 77032 | TotalRevenue |
| Total Expenses | 63471 | TotalExpenses |
| Excess Or Deficit For Year | 13561 | ExcessOrDeficitForYear |
| Other | $497 | OtherAmount |
| Total Adjustments | 497 | TotalAdjustments |
| Excess Or Deficit Per FS | 14058 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | SUPPORT OF THE ORGANIZATIONS AS LISTED IN TRUST AGREEMENT. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | NET ASSET VALUE CORRECTION 497. |
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) | 11284 | TO SUPPORT THE ORGANIZATION |
| FAMILY SERVICE INC | |||||||
| 1824 1ST AVENUE NORTH | BILLINGS | MT | 59101 | 810232120 | 501(C)(3) | 9027 | TO SUPPORT THE ORGANIZATION |
| SWEET GRASS COUNTY HIGH SCHOOL FOR SCHOLARSHIP FUND | |||||||
| PO BOX 888 | BIG TIMBER | MT | 59011 | 816000988 | 501(C)(3) | 7222 | TO SUPPORT THE ORGANIZATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART XI, LINE 5: | PRIOR PERIOD ADJUSTMENTS: 497. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Comments