FRANK AND MARY CIPECH CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FRANK AND MARY CIPECH CHARITABLE TRUST (EIN 27-0301768)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202611319349101926
- Schema version
- 2025v4.1
- 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
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T10:01:38-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061787 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270301768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK AND MARY CIPECH CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CIPE | BusinessNameControlTxt |
| Phone | 8887914075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30918 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA UECKER | PersonNm |
| Person Title | VP | PersonTitleTxt |
| Phone | 8887914075 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $792,051 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,833 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $503,753 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $118,109 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $144,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,942 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,997 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,497 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,499 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,373 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,373 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $625 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $191 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,872 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,507 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,507 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,502 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,379 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $99,464 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,254 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $0 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $18,402 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,854 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $636,181 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $737,592 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $776,197 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $654,583 | TotalAssetsBOYAmt |
| Total Assets EOY | $753,446 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $792,051 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $654,583 | CapitalStockBOYAmt |
| Capital Stock EOY | $753,446 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $654,583 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $753,446 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $654,583 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $753,446 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $654,583 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $99,464 | ExcessRevenueOverExpensesAmt |
| Other Increases | $540 | OtherIncreasesAmt |
| Subtotal | $754,587 | SubtotalAmt |
| Other Decreases | $1,141 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $753,446 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (244 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 669.815 DFA EMERGING MARKETS SML CAP | 2025-01-10 | $15,084 | $14,359 | $725 | $725 | ||
| 5. ALPHABET INC-CL A | 2025-01-27 | $974 | $241 | $733 | $733 | 2017-07-26 | |
| 7. AMAZON.COM INC | 2025-01-27 | $1,625 | $627 | $998 | $998 | 2019-11-01 | |
| 2. AMERICAN EXPRESS CO | 2025-01-27 | $633 | $119 | $514 | $514 | 2016-03-11 | |
| 4. APPLE INC | 2025-01-27 | $915 | $96 | $819 | $819 | 2016-04-28 | |
| 4. BLACKSTONE INC | 2025-01-27 | $725 | $321 | $404 | $404 | 2023-04-11 | |
| 11. BRISTOL-MYERS SQUIBB CO | 2025-01-27 | $667 | $407 | $260 | $260 | 2013-02-05 | |
| 28. CISCO SYSTEMS INC | 2025-01-27 | $1,656 | $1,413 | $243 | $243 | 2023-12-27 | |
| 1. COSTCO WHOLESALE CORP | 2025-01-27 | $941 | $340 | $601 | $601 | 2021-03-24 | |
| 6. EMERSON ELECTRIC CO | 2025-01-27 | $773 | $317 | $456 | $456 | ||
| 25.589 FIDELITY INTL INDX | 2025-01-27 | $1,275 | $1,137 | $138 | $138 | 2018-01-10 | |
| 398.552 FIDELITY EMRG MRKT INDX | 2025-01-27 | $4,181 | $3,970 | $211 | $211 | 2023-12-01 | |
| 20. ISHARES CORE S&P 500 ETF | 2025-01-27 | $12,005 | $5,840 | $6,165 | $6,165 | 2020-04-28 | |
| 5. ISHARES BIOTECHNOLOGY ETF | 2025-01-27 | $694 | $652 | $42 | $42 | 2022-02-04 | |
| 67. ISHA CURR HEDGED MSCI EAFE | 2025-01-27 | $2,409 | $2,075 | $334 | $334 | 2023-11-30 | |
| 263. ISHARES IBONDS DEC 2033 CORP | 2025-01-27 | $6,633 | $6,567 | $66 | $66 | 2023-11-30 | |
| 266. ISHARES IBONDS DEC 2032 TC | 2025-01-27 | $6,563 | $6,476 | $87 | $87 | 2023-11-30 | |
| 2. JPMORGAN CHASE & CO | 2025-01-27 | $528 | $67 | $461 | $461 | 2012-05-25 | |
| 3. LOWE'S COS INC | 2025-01-27 | $795 | $231 | $564 | $564 | 2017-06-29 | |
| 3. MCDONALD'S CORP | 2025-01-27 | $862 | $869 | -$7 | -$7 | 2024-11-22 | |
| 2. MICROSOFT CORP | 2025-01-27 | $856 | $294 | $562 | $562 | 2020-03-19 | |
| 11. MONDELEZ INTERNATIONAL INC-A | 2025-01-27 | $636 | $644 | -$8 | -$8 | 2020-09-16 | |
| 4. PALO ALTO NETWORKS INC | 2025-01-27 | $762 | $158 | $604 | $604 | ||
| 4. PEPSICO INC | 2025-01-27 | $611 | $249 | $362 | $362 | ||
| 30. PFIZER INC | 2025-01-27 | $798 | $772 | $26 | $26 | 2024-11-22 | |
| 4. QUALCOMM INC | 2025-01-27 | $680 | $587 | $93 | $93 | 2021-02-08 | |
| 11. SS SPDR S&P REGIONAL BANK | 2025-01-27 | $702 | $657 | $45 | $45 | 2024-10-18 | |
| 2. SS SPDR S&P SEMICONDUCTOR | 2025-01-27 | $493 | $386 | $107 | $107 | 2022-03-04 | |
| 10. SS MATERIALS SELECT SECTOR | 2025-01-27 | $884 | $841 | $43 | $43 | 2023-08-07 | |
| 17. SS HEALTH CARE SELECT SECTOR | 2025-01-27 | $2,489 | $1,625 | $864 | $864 | 2019-11-12 | |
| 9. SS CONSUMER STAPLES SEL SECT | 2025-01-27 | $711 | $587 | $124 | $124 | 2020-09-16 | |
| 11. SS ENERGY SELECT SECTOR | 2025-01-27 | $990 | $428 | $562 | $562 | 2020-05-18 | |
| 14. SS FINANCIAL SELECT SECTOR | 2025-01-27 | $712 | $271 | $441 | $441 | 2020-03-19 | |
| 1.99888 SS INDUSTRIAL SELECT SECTOR | 2025-01-27 | $277 | $284 | -$7 | -$7 | 2024-11-22 | |
| 3.00112 SS INDUSTRIAL SELECT SECTOR | 2025-01-27 | $416 | $427 | -$11 | -$11 | 2024-11-22 | |
| 8. SS TECHNOLOGY SELECT SECTOR | 2025-01-27 | $1,830 | $1,638 | $192 | $192 | 2024-05-09 | |
| 3. SS TECHNOLOGY SELECT SECTOR | 2025-01-27 | $686 | $376 | $310 | $310 | 2022-11-08 | |
| 15. SS COMM SELECT SECTOR SPDR | 2025-01-27 | $1,514 | $1,300 | $214 | $214 | 2024-07-12 | |
| 14. SS REAL ESTATE SELECT SECTOR | 2025-01-27 | $581 | $552 | $29 | $29 | ||
| 8. ST SR UTL SL SE SPDR ETF-USD | 2025-01-27 | $609 | $528 | $81 | $81 | ||
| 7. WALMART INC | 2025-01-27 | $668 | $185 | $483 | $483 | ||
| 13. SKYWORKS SOLUTIONS INC | 2025-02-03 | $1,116 | $327 | $789 | $789 | 2013-08-23 | |
| 2. FEDEX CORP | 2025-02-20 | $533 | $284 | $249 | $249 | 2015-12-14 | |
| 10. INTERCONTINENTAL EXCHANGE IN | 2025-03-21 | $1,741 | $930 | $811 | $811 | 2020-07-08 | |
| 5. QUALCOMM INC | 2025-03-21 | $778 | $734 | $44 | $44 | 2021-02-08 | |
| 520.334 GMO RESOURCES FUND-I | 2025-04-07 | $7,649 | $12,748 | -$5,099 | -$5,099 | 2023-04-04 | |
| 129. VANGUARD INT-TERM CORPORATE | 2025-04-07 | $10,411 | $12,111 | -$1,700 | -$1,700 | 2020-06-03 | |
| 30. VANGUARD INT-TERM CORPORATE | 2025-04-10 | $2,394 | $2,817 | -$423 | -$423 | 2020-06-03 | |
| 10. ISHARES CORE S&P 500 ETF | 2025-05-30 | $5,886 | $5,040 | $846 | $846 | 2025-04-07 | |
| 37. INVESCO S&P 500 EQUAL WEIGHT | 2025-06-03 | $6,544 | $6,709 | -$165 | -$165 | 2025-01-27 | |
| 379. ISHA CURR HEDGED MSCI EAFE | 2025-06-09 | $14,459 | $11,737 | $2,722 | $2,722 | 2023-11-30 | |
| 2. JPMORGAN CHASE & CO | 2025-06-25 | $566 | $67 | $499 | $499 | 2012-05-25 | |
| 6. LOWE'S COS INC | 2025-07-18 | $1,311 | $461 | $850 | $850 | 2017-06-29 | |
| 17. MASCO CORP | 2025-07-18 | $1,120 | $981 | $139 | $139 | 2021-03-24 | |
| 6. PEPSICO INC | 2025-08-27 | $882 | $315 | $567 | $567 | 2009-04-09 | |
| 10. ABBOTT LABORATORIES | 2025-09-15 | $1,326 | $1,251 | $75 | $75 | 2025-07-18 | |
| 10. ABBOTT LABORATORIES | 2025-09-15 | $1,326 | $788 | $538 | $538 | 2020-04-03 | |
| 22. ALPHABET INC-CL A | 2025-09-15 | $5,458 | $1,062 | $4,396 | $4,396 | 2017-07-26 | |
| 24. AMAZON.COM INC | 2025-09-15 | $5,586 | $1,969 | $3,617 | $3,617 | ||
| 8. AMERICAN EXPRESS CO | 2025-09-15 | $2,619 | $477 | $2,142 | $2,142 | 2016-03-11 | |
| 24. APPLE INC | 2025-09-15 | $5,678 | $575 | $5,103 | $5,103 | ||
| 1. BERKSHIRE HATHAWAY INC-CL B | 2025-09-15 | $490 | $496 | -$6 | -$6 | 2025-08-27 | |
| 7. BERKSHIRE HATHAWAY INC-CL B | 2025-09-15 | $3,432 | $539 | $2,893 | $2,893 | ||
| 14. BLACKSTONE INC | 2025-09-15 | $2,561 | $1,100 | $1,461 | $1,461 | 2023-04-11 | |
| 16. BRISTOL-MYERS SQUIBB CO | 2025-09-15 | $737 | $591 | $146 | $146 | 2013-02-05 | |
| 47. CISCO SYSTEMS INC | 2025-09-15 | $3,132 | $1,043 | $2,089 | $2,089 | ||
| 21. CITIGROUP INC | 2025-09-15 | $2,089 | $1,536 | $553 | $553 | ||
| 2. COSTCO WHOLESALE CORP | 2025-09-15 | $1,927 | $679 | $1,248 | $1,248 | 2021-03-24 | |
| 1153.387 DFA GLBL RL EST SECS | 2025-09-15 | $12,756 | $11,885 | $871 | $871 | ||
| 24. WALT DISNEY CO | 2025-09-15 | $2,767 | $2,182 | $585 | $585 | ||
| 8. EMERSON ELECTRIC CO | 2025-09-15 | $1,085 | $284 | $801 | $801 | 2009-05-01 | |
| 2. META PLATFORMS INC-CLASS A | 2025-09-15 | $1,524 | $1,176 | $348 | $348 | 2025-03-21 | |
| 201.695 FIDELITY INTL INDX | 2025-09-15 | $12,090 | $11,406 | $684 | $684 | 2025-06-09 | |
| 182.57 FIDELITY INTL INDX | 2025-09-15 | $10,943 | $8,113 | $2,830 | $2,830 | 2018-01-10 | |
| 1189.037 FIDELITY EMRG MRKT INDX | 2025-09-15 | $15,731 | $11,843 | $3,888 | $3,888 | ||
| 984.042 FIDELITY ADV REAL EST INC-Z | 2025-09-15 | $12,153 | $11,405 | $748 | $748 | 2024-06-10 | |
| 306. FLEXSHARES GLOBAL UPSTREAM N | 2025-09-15 | $13,327 | $11,567 | $1,760 | $1,760 | ||
| 321. GLOBAL X US INFRASTRUCTURE | 2025-09-15 | $15,027 | $12,270 | $2,757 | $2,757 | ||
| 2648.785 GLDMN SCHS E/M EQ INSG-INST | 2025-09-15 | $28,686 | $20,687 | $7,999 | $7,999 | 2022-12-01 | |
| 5. HONEYWELL INTERNATIONAL INC | 2025-09-15 | $1,059 | $1,145 | -$86 | -$86 | 2024-11-22 | |
| 7. HONEYWELL INTERNATIONAL INC | 2025-09-15 | $1,483 | $1,011 | $472 | $472 | 2020-07-08 | |
| 123. INVESCO S&P 500 EQUAL WEIGHT | 2025-09-15 | $23,256 | $22,303 | $953 | $953 | 2025-01-27 | |
| 26. INVESCO S&P 500 EQUAL WEIGHT | 2025-09-15 | $4,916 | $4,352 | $564 | $564 | 2024-08-13 | |
| 231. ISHARES CORE S&P MIDCAP ETF | 2025-09-15 | $15,246 | $10,482 | $4,764 | $4,764 | ||
| 11. ISHARES SEMICONDUCTOR ETF | 2025-09-15 | $2,824 | $2,404 | $420 | $420 | 2024-05-09 | |
| 13. ISHARES BIOTECHNOLOGY ETF | 2025-09-15 | $1,821 | $1,695 | $126 | $126 | 2022-02-04 | |
| 87. ISHARES CORE S&P SMALL-CAP E | 2025-09-15 | $10,340 | $9,986 | $354 | $354 | 2021-12-28 | |
| 191. ISHA CURR HEDGED MSCI EAFE | 2025-09-15 | $7,528 | $5,803 | $1,725 | $1,725 | ||
| 6. JPMORGAN CHASE & CO | 2025-09-15 | $1,850 | $202 | $1,648 | $1,648 | 2012-05-25 | |
| 10. KKR & CO INC | 2025-09-15 | $1,451 | $1,288 | $163 | $163 | 2025-06-25 | |
| 7. LOWE'S COS INC | 2025-09-15 | $1,897 | $494 | $1,403 | $1,403 | ||
| 2. MCDONALD'S CORP | 2025-09-15 | $604 | $579 | $25 | $25 | 2024-11-22 | |
| 6. MCDONALD'S CORP | 2025-09-15 | $1,812 | $1,101 | $711 | $711 | 2020-04-22 | |
| 14. MICROSOFT CORP | 2025-09-15 | $7,172 | $791 | $6,381 | $6,381 | ||
| 22. MONDELEZ INTERNATIONAL INC-A | 2025-09-15 | $1,360 | $1,024 | $336 | $336 | ||
| 988.883 NORTHERN MM GLBL LST INFRA | 2025-09-15 | $13,617 | $11,782 | $1,835 | $1,835 | ||
| 7. NVIDIA CORP | 2025-09-15 | $1,237 | $813 | $424 | $424 | 2025-03-21 | |
| 6. PALO ALTO NETWORKS INC | 2025-09-15 | $1,204 | $1,103 | $101 | $101 | 2025-02-03 | |
| 17. PALO ALTO NETWORKS INC | 2025-09-15 | $3,411 | $672 | $2,739 | $2,739 | ||
| 49. PFIZER INC | 2025-09-15 | $1,162 | $1,260 | -$98 | -$98 | 2024-11-22 | |
| 31. SS SPDR S&P REGIONAL BANK | 2025-09-15 | $2,003 | $1,851 | $152 | $152 | 2024-10-18 | |
| 10. SS SPDR S&P SEMICONDUCTOR | 2025-09-15 | $3,032 | $1,761 | $1,271 | $1,271 | 2021-03-10 | |
| 6. SALESFORCE INC | 2025-09-15 | $1,451 | $1,362 | $89 | $89 | 2021-01-28 | |
| 24. SS MATERIALS SELECT SECTOR | 2025-09-15 | $2,192 | $1,534 | $658 | $658 | ||
| 35. SS HEALTH CARE SELECT SECTOR | 2025-09-15 | $4,799 | $3,298 | $1,501 | $1,501 | ||
| 19. SS CONSUMER STAPLES SEL SECT | 2025-09-15 | $1,517 | $1,175 | $342 | $342 | ||
| 6. SS CONSUMER DISC SELECT SECT | 2025-09-15 | $1,454 | $896 | $558 | $558 | 2020-09-16 | |
| 53. SS ENERGY SELECT SECTOR | 2025-09-15 | $4,695 | $1,918 | $2,777 | $2,777 | ||
| 46. SS FINANCIAL SELECT SECTOR | 2025-09-15 | $2,474 | $892 | $1,582 | $1,582 | 2020-03-19 | |
| 11. SS INDUSTRIAL SELECT SECTOR | 2025-09-15 | $1,674 | $1,628 | $46 | $46 | ||
| 18. SS INDUSTRIAL SELECT SECTOR | 2025-09-15 | $2,739 | $1,518 | $1,221 | $1,221 | 2020-11-09 | |
| 38. SS TECHNOLOGY SELECT SECTOR | 2025-09-15 | $10,342 | $3,937 | $6,405 | $6,405 | ||
| 42. SS COMM SELECT SECTOR SPDR | 2025-09-15 | $4,979 | $2,133 | $2,846 | $2,846 | ||
| 61. SS REAL ESTATE SELECT SECTOR | 2025-09-15 | $2,585 | $2,244 | $341 | $341 | ||
| 33. ST SR UTL SL SE SPDR ETF-USD | 2025-09-15 | $2,836 | $2,114 | $722 | $722 | ||
| 8. UNION PACIFIC CORP | 2025-09-15 | $1,721 | $636 | $1,085 | $1,085 | 2013-11-20 | |
| 4. UNITEDHEALTH GROUP INC | 2025-09-15 | $1,395 | $225 | $1,170 | $1,170 | 2012-09-27 | |
| 34. WALMART INC | 2025-09-15 | $3,529 | $845 | $2,684 | $2,684 | ||
| 628. ISHARES IBONDS DEC 2032 TC | 2025-11-13 | $16,014 | $16,200 | -$186 | -$186 | 2025-09-15 | |
| 615. ISHARES IBONDS DEC 2032 TC | 2025-11-13 | $15,683 | $14,913 | $770 | $770 | ||
| 333.419 VANGUARD S/T INFL PROT-ADM | 2025-11-13 | $8,369 | $8,479 | -$110 | -$110 | 2025-09-15 | |
| 297.457 VANGUARD S/T INFL PROT-ADM | 2025-11-13 | $7,466 | $7,124 | $342 | $342 | 2023-12-01 | |
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P | |||||
| CAPITAL GAIN DIVIDENDS | $287 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $118,109 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,908 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,908 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,908 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $444 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $444 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,464 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEGHAN MOLLETT | BusinessNameLine1Txt |
| Business Name Line2 | FIRST INTERSTATE BAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4062555225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30918 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST INTERSTATE BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30918 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $9,997 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $749,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $770,813 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $770,813 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $759,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,963 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,963 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,908 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,908 | TotalTaxAmt |
| Distributable Before Adj | $36,055 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,055 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,055 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,379 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $37,379 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,504 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,379 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,504 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,875 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $32,180 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FIRST INTERSTATE BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30918 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4062555225 | RecipientPhoneNum |
| Recipient Email Address | NA | RecipientEmailAddressTxt |
| Form And Info And Materials | CONTACT FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT FOUNDATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT FOUNDATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNICEF | ||||||||
| 125 MAIDEN LANE | New York | NY | 10038 | NONE | PC | PROGRAM SUPPORT | $3,723 | |
| Billings Catholic Schools Foundation | ||||||||
| P O BOX 31158 | Billings | MT | 59107 | NONE | PC | PROGRAM SUPPORT | $3,723 | |
| American Red Cross of Montana | ||||||||
| 431 18TH STREET NW | Washington | DC | 20006 | NONE | PC | PROGRAM SUPPORT | $3,723 | |
| Family Service Inc | ||||||||
| PO BOX 1020 | Billings | MT | 59103 | NONE | PC | PROGRAM SUPPORT | $3,723 | |
| Roman Catholic Bishop of Great Falls | ||||||||
| PO BOX 1399 | Great Falls | MT | 594031399 | NONE | PC | PROGRAM SUPPORT | $3,723 | |
| St Bernard's Catholic Parish | ||||||||
| 226 WICKS LANE | Billings | MT | 59105 | NONE | PC | PROGRAM SUPPORT | $3,723 | |
| Billings Central Catholic High School | ||||||||
| 3 BROADWATER AVENUE | Billings | MT | 59101 | NONE | PC | PROGRAM SUPPORT | $3,723 | |
| Adult Resource Alliance of Yellowstone | ||||||||
| 1505 AVENUE D | Billings | MT | 59102 | NONE | PC | PROGRAM SUPPORT | $3,723 | County |
| Montana Rescue Mission | ||||||||
| PO BOX 3232 | Billings | MT | 59103 | NONE | PC | PROGRAM SUPPORT | $3,723 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,507 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,857 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $118,109 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $144,966 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,966 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,373 | Amt |
| Disbursements Charitable Prps | $1,373 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL ADJUSTMENTS | $57 |
| 2026 INCOME TAXED IN 2025 | $1,081 |
| ROUNDING ADJUSTMENTS | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 INCOME TAXED IN 2024 | $529 |
| WASH SALE ADJUSTMENT | $11 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $434 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $139 | $139 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $52 | $52 | $0 |
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