THE PRBB FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE PRBB FOUNDATION (EIN 20-4186644)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-03
- IRS object ID
- 201241259349100124
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-03T12:39:51-05:00 | 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 | 1007 EAST MAIN SUITE 300 | 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 | 2011-01-01 | 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 FORREST | Name |
| Title | PRESIDENT | Title |
| Phone | 4065813073 | Phone |
| Date Signed | 2012-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET FOSTER | Name |
| PTIN | P00848891 | PTIN |
| Phone | 4065566160 | 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 | 1689387 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 248704 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 586 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 586 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 65737 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 65737 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3118 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 251822 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 246648 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 318145 | TotalRevenueAndExpenses |
| Total Net Investment Income | 312971 | 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 | 975 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 795 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 795 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 9285 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 9285 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 11458 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 718 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 23231 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10080 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 75000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 75000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 98231 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10080 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 75000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 219914 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 302891 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 47315 | CashBOY |
| Cash EOY | 38703 | CashEOY |
| Cash EOYFMV | 38703 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2378 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 44742 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 44742 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 1450715 | InvestmentsOtherBOY |
| Investments Other EOY | 1636877 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1605942 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1500408 | TotalAssetsBOY |
| Total Assets EOY | 1720322 | TotalAssetsEOY |
| Total Assets EOYFMV | 1689387 | 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 | 955264 | RetainedEarningsBOY |
| Retained Earnings EOY | 1175178 | RetainedEarningsEOY |
| Total Net Assets BOY | 1500408 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1720322 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1500408 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1720322 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1500408 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 219914 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1720322 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1720322 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| EXXON MOBIL CORP | D | 251641 | 5174 | 246467 | 246467 |
| CAPITAL GAINS DIVIDENDS | P | 181 | 181 | 181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 246648 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 48865 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1203154 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040614 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 40397 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 709659 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056925 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 35730 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 711874 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050191 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 489498 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 43125 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.147730 | TotalDistributionRatio |
| Average Distribution Ratio | 0.029546 | AverageDistributionRatio |
| Net Noncharitable Assets | 1614724 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 47709 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3029 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 50738 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 75000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3029 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3029 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3029 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2920 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2920 | TotalCreditsAndPayments |
| Tax Due | 109 | 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 | 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 | N/A | 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 FORREST | ||||||||
| 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 | 1582245 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 57069 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1639314 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1639314 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24590 | CashDeemedCharitable |
| Net Noncharitable Assets | 1614724 | NetNoncharitableAssets |
| Minimum Investment Return | 80736 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 80736 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3029 | TaxBasedOnInvestmentIncome |
| Total Tax | 3029 | TotalTax |
| Distributable Amount Before Adj | 77707 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 77707 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 77707 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 75000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 75000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3029 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 71971 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 77707 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 3120 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 327 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3447 | TotalExcessDistriCarryover |
| Qualifying Distributions | 75000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 75000 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 2707 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2707 | ExcessDistriCyovAppliedCY |
| Total Corpus | 740 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 740 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 413 | ExcessFromYear2 |
| Excess From Year1 | 327 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOUISE FORREST | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| 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 | $7,000 |
| NEW ORLEANS MUSCIANS RELIEF FUND | ||||||
| 102 WEST WASHINGTON STREET UNIT 2 | BLOOMINGTON | IL | 61701 | PUBLIC CHARITIES | TO BENEFIT VICTIMS OF HURRICANE KATRINA | $6,000 |
| IDEX INTERNATIONAL DEVELOPMENT EXCHANGE | ||||||
| 827 VALENCIA STREET 101 | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITIES | WORKS TO PROMOTE LASTING SOLUTIONS TO POVERTY | $10,000 |
| SUSTAINABLE SCHOOLS INTERNATIONAL | ||||||
| 236 WALNUT STREET | FORT COLLINS | CO | 80524 | PUBLIC CHARITIES | TO SUPPORT CAMBODIAN COMMUNITIES AND SCHOOLS | $7,000 |
| SEATTLE INTERNATIONAL FOUNDATION | ||||||
| 909 NE BOAT STREET | SEATTLE | WA | 98105 | PUBLIC CHARITIES | SUPPORTS WORLDWIDE POVERTY ALLEVIATION THROUGH GRANT MAKING AND OTHER ACTIVITIES | $16,500 |
| HARDY GIRLS HEALTHY WOMEN | ||||||
| 14 COMMON STREET | WATERVILLE | ME | 04901 | PUBLIC CHARITIES | WORKS TO IMPOWER GIRLS WITH KNOWLEDGE AND CRITICAL THINKING TO INSURE ALL GIRLS AND WOMEN EXPERIENCE EQUALITY, INDEPENDENCE AND SAFETY IN THEIR EVERYDAY LIVES | $7,000 |
| GREEN BELT MOVEMENT | ||||||
| 1666 K STREET NW | WASHINGTON | DC | 20006 | PUBLIC CHARITIES | WORKS TO PROMOTE ENVIRONMENTAL CONSERVATION | $7,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 75000 | 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 | $586 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $65,737 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,118 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $69,441 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 69441 | 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 FORREST | 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 | 248704 | 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 | 248704 | FairMarketValue |
| Date Received | 2011-04-26 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $975 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | 1374881 | 1358008 |
| POWERSHARES EXCHANGE | FMV | 20516 | 13982 |
| VANGUARD INDEX TR MID CAP VALUE INDEX | AT COST | 35068 | 39011 |
| VANGUARD SMALL CAP VALUE | AT COST | 34915 | 38542 |
| PAX WORLD FUNDS | AT COST | 171497 | 156399 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MEMBERSHIP FEES | 515 | 0 | 0 |
| OFFICE EXPENSES | 203 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $795 | Amount |
| Net Investment Income | 795 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENT INCOME | $555 | 555 | 0 |
| TAXES | $8,730 | 8730 | 0 |
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