FRANK AND MARY CIPECH CHARITABLE TRUST: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FRANK AND MARY CIPECH CHARITABLE TRUST (EIN 27-0301768)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-03-07
- IRS object ID
- 201130669349100108
- Schema version
- 2010v3.2
- 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 | 2011-03-07T17:01:32-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270301768 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK AND MARY CIPECH CHARITABLE TRUST | BusinessNameLine1 |
| Business Name Line2 | C/O FIRST INTERSTATE BANK | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRAN | NameControl |
| Phone | 4062555238 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30918 | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591160918 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CYNTHIA L REIERSON CTFA | Name |
| Title | CTFA, VICE PRESIDENT/TRUST OFFICER | Title |
| Phone | 4062555271 | Phone |
| Date Signed | 2011-03-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORELEI R WALLER CPA | Name |
| Phone | 4068962400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 752471 | 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 |
| Dividends Rev And Expnss | 18636 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18636 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 26236 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 200742 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 26236 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 44872 | TotalRevenueAndExpenses |
| Total Net Investment Income | 44872 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 7901 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 3950 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 3951 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 800 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 800 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 3 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9507 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4753 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4754 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 20457 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 20457 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 29964 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4753 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 25211 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 14908 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 40119 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investments Other BOY | 592332 | InvestmentsOtherBOY |
| Investments Other EOY | 607240 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 752471 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 592332 | TotalAssetsBOY |
| Total Assets EOY | 607240 | TotalAssetsEOY |
| Total Assets EOYFMV | 752471 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 663556 | CapitalStockBOY |
| Capital Stock EOY | 663556 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -71224 | RetainedEarningsBOY |
| Retained Earnings EOY | -56316 | RetainedEarningsEOY |
| Total Net Assets BOY | 592332 | TotalNetAssetsBOY |
| Total Net Assets EOY | 607240 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 592332 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 607240 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 592332 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 14908 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 607240 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 607240 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| FIRST INTERSTATE BANK SHORT TERM SALES | P | 2009-03-19 | 2010-03-17 | 38697 | 33703 | 4994 | 4994 |
| FIRST INTERSTATE BANK LONG TERM SALES | D | 2009-02-26 | 2010-11-09 | 159610 | 140803 | 18807 | 18807 |
| CAPITAL GAINS DIVIDENDS | P | 2435 | 2435 | 2435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 26236 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 36497 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 662942 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055053 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7078 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 612329 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.011559 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1125 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 634585 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.001773 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.068385 | TotalDistributionRatio |
| Average Distribution Ratio | 0.022795 | AverageDistributionRatio |
| Net Noncharitable Assets | 718769 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 16384 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 401 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 16785 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 25211 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 401 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 401 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 401 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 401 | 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 | CYNTHIA L REIERSON - FIRST INTERST | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4062555238 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | FIRST INTERSTATE BANK | PersonName |
US Address USAddress
| 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) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 40.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 7901 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS OR SCIENTIFIC PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | Description1 |
| Expenses1 | 0 | Expenses1 |
| Description2 | WITHIN THIS CONTEXT, THE FOUNDATION HAS THE INITIAL PURPOSE TO PROVIDE RELIEF TO THE POOR, DISTRESSED,OR UNDERPRIVILEGED. IN ADDITION, THE CORPORATION HAS | Description2 |
| Expenses2 | 0 | Expenses2 |
| Description3 | THE PURPOSE TO ENGAGE IN ANY LAWFUL ACTIVITY. | Description3 |
| Expenses3 | 0 | Expenses3 |
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 | 729715 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 729715 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 729715 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10946 | CashDeemedCharitable |
| Net Noncharitable Assets | 718769 | NetNoncharitableAssets |
| Minimum Investment Return | 35938 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 35938 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 401 | TaxBasedOnInvestmentIncome |
| Total Tax | 401 | TotalTax |
| Distributable Amount Before Adj | 35537 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 35537 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 35537 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 25211 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 25211 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 401 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 24810 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 35537 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 22055 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 25211 | QualifyingDistributions |
| Applied To Year1 | 22055 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3156 | 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 | 32381 | 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 | FIRST INTERSTATE BANK | RecipientName |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone Number | 4062555238 | RecipientPhoneNumber |
| Form And Info And Materials | CONTACT FOUNDATION | FormAndInfoAndMaterials |
| Submission Deadlines | CONTACT FOUNDATION | SubmissionDeadlines |
| Restrictions On Awards | CONTACT FOUNDATION | RestrictionsOnAwards |
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 |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 1537 AVENUE D | BILLINGS | MT | 59102 | PUBLIC CHARITY | CHARITY | $2,273 |
| BACET | ||||||
| PO BOX 31158 | BILLINGS | MT | 59107 | PUBLIC CHARITY | EDUCATION | $2,273 |
| BILLINGS CENTRAL CATHOLIC HIGH SCHOOL | ||||||
| 3 BROADWATER AVENUE | BILLINGS | MT | 59101 | SCHOOL | EDUCATION | $2,273 |
| FAMILY SERVICES | ||||||
| 1824 1ST AVENUE NORTH | BILLINGS | MT | 59101 | PUBLIC CHARITY | CHARITY | $2,273 |
| MT RESCUE MISSION | ||||||
| 2822 MINNESOTA AVENUE | BILLINGS | MT | 59101 | PUBLIC CHARITY | CHARITY | $2,273 |
| ROMAN CATHOLIC BISHOP OF GREAT FALLS | ||||||
| PO BOX 1399 | GREAT FALLS | MT | 59403 | CHURCH | RELIGIOUS | $2,273 |
| ST BERNARDS CATHOLIC PARISH | ||||||
| 226 WICKS LANE | BILLINGS | MT | 59105 | CHURCH | RELIGIOUS | $2,273 |
| UNICEF | ||||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | PUBLIC CHARITY | CHARITY | $2,273 |
| YELLOWSTONE COUNCIL ON AGING | ||||||
| 1309 16TH WEST | BILLINGS | MT | 59102 | PUBLIC CHARITY | ELDER CHARITY | $2,273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 20457 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,636 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $26,236 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $44,872 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 44872 | 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 | $1,600 | Amount |
| Net Investment Income | 800 | NetInvestmentIncome |
| Disbursements Charitable Prps | 800 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CASH DIVIDEND RECEIVABLE | AT COST | 718 | 1807 |
| CASH & CASH EQUIVALENTS | AT COST | 7870 | 7870 |
| EQUITY | AT COST | 166303 | 224898 |
| EQUITY MUTUAL FUNDS | AT COST | 127681 | 198115 |
| FIXED INCOME MUTUAL FUNDS/ETFS | AT COST | 285468 | 297255 |
| ALTERNATIVE INVESTMENTS | AT COST | 19200 | 22526 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $6 | Amount |
| Net Investment Income | 3 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3 | DisbursementsCharitablePrps |
Comments