ALLEGIANCE BENEFIT FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
ALLEGIANCE BENEFIT FOUNDATION INC (EIN 20-1430196)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-08-12
IRS object ID
201132249349100408
Schema version
2010v3.4
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

FieldValueIRS element (for citing)
Timestamp2011-08-12T08:30:41-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GALUSHA HIGGINS & GALUSHA PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1101 E FRONT STREET 301AddressLine1
CityMISSOULACity
StateMTState
ZIP Code59802ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201430196EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ALLEGIANCE BENEFIT FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlALLENameControl
Phone4065233118Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12806 S GARFIELD STAddressLine1
CityMISSOULACity
StateMTState
ZIP Code59801ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDICK C VISSERName
TitlePRESIDENTTitle
Phone4065233118Phone
Date Signed2011-08-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRICHARD F SHULL CPAName
Phone4067281800Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY6600FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss44638OtherIncomeRevAndExpnss
Other Income Net Invst Incm0OtherIncomeNetInvstIncm
Total Revenue And Expenses44638TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss0TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss42359ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps42359ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss42359TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps42359TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses2279ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY4321CashBOY
Cash EOY6600CashEOY
Cash EOYFMV6600CashEOYFMV
Total Assets BOY4321TotalAssetsBOY
Total Assets EOY6600TotalAssetsEOY
Total Assets EOYFMV6600TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY4321RetainedEarningsBOY
Retained Earnings EOY6600RetainedEarningsEOY
Total Net Assets BOY4321TotalNetAssetsBOY
Total Net Assets EOY6600TotalNetAssetsEOY
Total Liabilities Net Assets BOY4321TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY6600TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY4321TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses2279ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal6600Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY6600TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year122467QualifyingDistributionsYear1
Noncharitable Assets Year10NoncharitableAssetsYear1
Distribution Ratio Year10.0DistributionRatioYear1
Qualifying Distributions Year293628QualifyingDistributionsYear2
Noncharitable Assets Year20NoncharitableAssetsYear2
Distribution Ratio Year20.0DistributionRatioYear2
Qualifying Distributions Year332743QualifyingDistributionsYear3
Noncharitable Assets Year30NoncharitableAssetsYear3
Distribution Ratio Year30.0DistributionRatioYear3
Qualifying Distributions Year441039QualifyingDistributionsYear4
Noncharitable Assets Year40NoncharitableAssetsYear4
Distribution Ratio Year40.0DistributionRatioYear4
Qualifying Distributions Year519510QualifyingDistributionsYear5
Noncharitable Assets Year50NoncharitableAssetsYear5
Distribution Ratio Year50.0DistributionRatioYear5
Total Distribution Ratio0.0TotalDistributionRatio
Average Distribution Ratio0.0AverageDistributionRatio
Adjusted Noncharitable Assets0AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One0AdjNonchrtblAssetsAndOnePct
Qualifying Distributions42359QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMTStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameRICHARD DANIELSBooksInCareOfPersonName
Books In Care Of Phone Number4065233118BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12806 S GARFIELD STREETAddressLine1
CityMISSOULACity
StateMTState
ZIP Code59801ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DIRK C VISSER
2806 S GARFIELDMISSOULAMT59801PRESIDENT2.00000
CLIFFORD G LARSEN
2806 S GARFIELDMISSOULAMT59801SECRETARY/TREASURER2.00000
KIM VISSER
2806 S GARFIELDMISSOULAMT59801VICE PRESIDENT2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return0MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj0DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded0DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions42359ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions42359QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions42359AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year519510ExcessDistriCarryoverYear5
Excess Distri Carryover Year441039ExcessDistriCarryoverYear4
Excess Distri Carryover Year332743ExcessDistriCarryoverYear3
Excess Distri Carryover Year293628ExcessDistriCarryoverYear2
Excess Distri Carryover Year122467ExcessDistriCarryoverYear1
Total Excess Distri Carryover209387TotalExcessDistriCarryover
Qualifying Distributions42359QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus42359RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus251746TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year519510ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year232236ExcessDistriCyovToNextYear
Excess From Year441039ExcessFromYear4
Excess From Year332743ExcessFromYear3
Excess From Year293628ExcessFromYear2
Excess From Year122467ExcessFromYear1
Excess From Current Year42359ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameALLEGIANCE BENEFIT FOUNDATIONRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12806 S GARFIELD STAddressLine1
CityMISSOULACity
StateMTState
ZIP Code59801ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number4067212222RecipientPhoneNumber
Form And Info And MaterialsAPPLICATION FOR SCHOLARSHIP COMPLETED BY APPLICANT.FormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsMUST DEMONSTRATE FINANCIAL NEED, HAVE A C+ GRADE POINT AVERAGE AND MUST BE PURSUING A DEGREE AT AN ACCREDITED COLLEGE OR UNIVERSITY IF APPLYING FOR AN ACADEMIC SCHOLARSHIP. MUST BE AN ORGANIZATION DESCRIBED UNDER CODE SECTION 501(C)(3) FOR CHARITABLE GRANTS.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
MISSOULA AGING SERVICES
337 STEPHENS AVENUEMISSOULAMT59801NONEN/ACHARITABLE DONATION$393
MOUNTAIN HOME MONTANA
2606 SOUTH AVENUE WESTMISSOULAMT59801NONEN/ACHARITABLE DONATION$393
ROCKY MOUNTAIN TREATMENT CENTER
920 4TH AVENUE NORTHGREAT FALLSMT59401NONEN/ACHARITABLE DONATION$8,000
WATSON CHILDREN'S SHELTER
2901 FORT MISSOULA ROADMISSOULAMT59804NONEN/ACHARITABLE DONATION$434
SALVATION ARMY
339 WEST BROADWAY STREETMISSOULAMT59802NONEN/ACHARITABLE DONATION$434
AMERICAN CANCER SOCIETY
3550 MULLAN ROAD 105MISSOULAMT59808NONEN/ACHARITABLE DONATION$2,200
PAYDEN FOUNDATION
PO BOX 166LIVINGSTONMT59047NONEN/ACHARITABLE DONATION$438
MAKE-A-WISH FOUNDATION
175 NORHT 27TH STREET SUITE 1214BILLINGSMT59101NONEN/ACHARITABLE DONATION$438
WORLD AFFAIRS COUNCIL OF MONTANA
201 WEST MAIN STREET 101MISSOULAMT59802NONEN/ACHARITABLE DONATION$5,000
AMERICAN HEART ASSOCIATION
700 SOUTH AVE WEST SUITE DMISSOULAMT59801NONEN/ACHARITABLE DONATION$1,709
FIRST WAY PREGNANCY SUPPORT CENTER
504 E MAIN ST SUITE 203MISSOULAMT59801NONEN/ACHARITABLE DONATION$307
BIG BROTHERS BIG SISTERS
1520 SOUTH RUSSELL STREETMISSOULAMT59801NONEN/ACHARITABLE DONATION$307
MINETTE LONG
3014 TINA AVE APT 403MISSOULAMT59808NONEN/ASCHOLARSHIP$5,000
ROBERT BECKER
636 W ARTEMOS DRMISSOULAMT59803NONEN/ASCHOLARSHIP$5,000
RAY JOHNSON
1020 SOUTH AVENUE WESTMISSOULAMT59801NONEN/ASCHOLARSHIP$5,000
BRIGHAM YOUNG UNIVERSITY
1 NORTH UNIVERSITY AVENUEPROVOUT84601NONEN/ASCHOLARSHIP$7,306
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year42359TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Net Income Loss From Special Events NetIncomeLossFromSpecialEvents

FieldValueIRS element (for citing)
Exclusion Code01ExclusionCode
Exclusion$44,638ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$44,638ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA44638TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionGROSS INCOME FROM SPECIAL FUNDRAISING EVENTSDescription
Revenue And Expenses Per Books44638RevenueAndExpensesPerBooks
Adjusted Net Income44638AdjustedNetIncome

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