LEROY AND CLARIS STRAND FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LEROY AND CLARIS STRAND FOUNDATION (EIN 81-0518232)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-06
IRS object ID
202631269349103983
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-06T20:58:43-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN480567703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PINION LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121 10TH STREET SOUTHAddressLine1Txt
CityGREAT FALLSCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810518232EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEROY AND CLARIS STRAND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTRABusinessNameControlTxt
Phone4067992379PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 528AddressLine1Txt
CitySTANFORDCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59479ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAWNITA D SAMPSELPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4067992379PhoneNum
Signature2026-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMY FORSMANPreparerPersonNm
PTINP01406750PTIN
Phone4067270888PhoneNum
Preparation2026-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$40,946,495FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$34,841,568ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,761InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,761InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$562,893DividendsRevAndExpnssAmt
Dividends Net Invst Incm$562,893DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$428,903NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,849,987GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$428,903CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$180,668OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$180,668OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$36,016,793TotalRevAndExpnssAmt
Total Net Invst Incm$1,175,225TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$8,840CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$2,945CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,945CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,119LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,040LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,040LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,810AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,603AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,603AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$139,680OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$139,680OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$9,636TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,682TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$107TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,059OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,010OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$689OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$170,144TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$154,960TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,384TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$201,017ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$201,017ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$371,161TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$154,960TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$207,401TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$35,645,632ExcessRevenueOverExpensesAmt
Net Investment Income$1,020,265NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$38,552CashBOYAmt
Cash EOY$405,086CashEOYAmt
Cash EOYFMV$405,086CashEOYFMVAmt
Sav And Temp Cash Invst BOY$94,821SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$392,696SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$392,696SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$4,583,106OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$4,583,106OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$4,583,106OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,492,971USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,556,802USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,140,723CorporateStockBOYAmt
Corporate Stock EOY$26,146,537CorporateStockEOYAmt
Corporate Stock EOYFMV$29,310,180CorporateStockEOYFMVAmt
Corporate Bonds BOY$738,366CorporateBondsBOYAmt
Corporate Bonds EOY$1,637,054CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,689,488CorporateBondsEOYFMVAmt
Other Assets BOY$2,223OtherAssetsBOYAmt
Other Assets EOY$9,137OtherAssetsEOYAmt
Other Assets EOYFMV$9,137OtherAssetsEOYFMVAmt
Total Assets BOY$2,014,685TotalAssetsBOYAmt
Total Assets EOY$37,666,587TotalAssetsEOYAmt
Total Assets EOYFMV$40,946,495TotalAssetsEOYFMVAmt
Accounts Payable EOY$4,680AccountsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$320OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,014,685CapitalStockBOYAmt
Capital Stock EOY$37,661,587CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,014,685TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,661,587TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,014,685TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,666,587TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,014,685TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$35,645,632ExcessRevenueOverExpensesAmt
Other Increases$1,270OtherIncreasesAmt
Subtotal$37,661,587SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$37,661,587TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$4,849,987GrossSalesPriceAmt
Cost Or Other Basis$4,421,084CostOrOtherBasisAmt
Gain Or Loss$428,903GainOrLossAmt
Gains Minus Excess Or Losses$428,903GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$428,903CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,182InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,182SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,182TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,482EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,482TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$611EsPenaltyAmt
Tax Due$13,311TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTPS://STRANDFOUNDATION.COM/WebsiteAddressTxt
Individual With BooksDAWNITA SAMPSELIndividualWithBooksNm
Phone4067992379PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 528AddressLine1Txt
CitySTANFORDCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59479ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICK L MCDONALD
9475 MT HWY 551GEYSERMT59447PRESIDENT2.00$1,000$0$0
RICHARD A BROWNING
PO BOX 528STANFORDMT59479TREASURER2.00$1,000$0$0
MICHAEL YOUDERIAN
PO BOX 528STANFORDMT59479VICE PRESIDENT2.00$1,000$0$0
KRAIG MEEKS
PO BOX 528STANFORDMT59479DIRECTOR2.00$1,000$0$0
GARY W BJELLAND
PO BOX 2269GREAT FALLSMT59403SECRETARY2.00$1,000$0$0
TYLER YOUDERIAN
PO BOX 528STANFORDMT59479DIRECTOR2.00$0$0$0
SUZY MAKI
PO BOX 528STANFORDMT59479DIRECTOR2.00$0$0$0
DAWNITA D SAMPSEL
PO BOX 528STANFORDMT59479EXECUTIVE DIRECTOR10.50$3,840$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$30,263,171AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,188,508AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,583,106FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$37,034,785TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$37,034,785AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$555,522CashDeemedCharitableAmt
Net Vl Noncharitable Assets$36,479,263NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,823,963MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,823,963MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,182TaxBasedOnInvestmentIncomeAmt
Total Tax$14,182TotalTaxAmt
Distributable Before Adj$1,809,781DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,809,781DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,809,781DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$207,401ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$207,401QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,809,781DistributableAsAdjustedAmt
Undistributed Income PY$105,663UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$207,401QualifyingDistributionsAmt
Applied To Year1$105,663AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$101,738AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,708,043UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAWNITA D SAMPSELRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 528AddressLine1Txt
CitySTANFORDCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59479ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4067992379RecipientPhoneNum
Recipient Email AddressHTTPS://STRANDFOUNDATION.COM/RecipientEmailAddressTxt
Form And Info And MaterialsCOMPLETED APPLICATION WITH ADDITIONAL INFORMATION IF NECESSARYFormAndInfoAndMaterialsTxt
Submission DeadlinesMAY 1 AND NOVEMBER 1SubmissionDeadlinesTxt
Restrictions On AwardsSPECIFIC GEOGRAPHICAL COMMUNITIES - CONTRIBUTIONS ARE RESTRICTED TO ORGANIZATIONS LOCATED WITHIN OR NEARBY THE FOLLOWING CITIES AND TOWNS: RAYNESFORD, FORT BENTON, STANFORD, GEYSER, BELT, GERALDINE AND HIGHWOOD BUT NOT IN OR NEARBY DENTON, COFFEE CREEK, WINDHAM, HOBSON, UTICA, AND GREAT FALLS, MONTANA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
6TH GRADE COMMUNITY BETTERMENT PROJECT
104 4TH AVE SSTANFORDMT59479NONEPCPROGRAMS$1,000
AMERICAN LEGION PAINTER BRO AUX 102
PO BOX 354GERALDINEMT59446NONEPCCHARITABLE$2,000
BASIN WELLNESS CENTER INC
3117 MOUNTAIN VIEW RDSTANFORDMT59479NONEPCCHARITABLE$5,000
BELT BASEBALL CLUB
PO BOX 8BELTMT59412NONEPCCHARITABLE$1,000
BELT CLAY TARGET TEAM
PO BOX 156BELTMT59412NONEPCCHARITABLE$1,000
BELT EDUCATION FOUNDATION
1 CHURCH STBELTMT59412NONEPCCHARITABLE$2,000
BELT FOOD BANK
P O BOX 575BELTMT59412NONEPCCHARITABLE$1,000
BELT GOLDEN AGERS SENIOR CENTER
19 CASTNER STBELTMT59412NONEPCCHARITABLE$5,000
BELT PARK & REC BOARD
PO BOX 400BELTMT59412NONEPCCHARITABLE$2,000
BELT SWIMMING POOL
PO BOX 601BELTMT59412NONEPCCHARITABLE$5,000
BELT THEATER CO
PO BOX 604BELTMT59412NONEPCPROGRAMS$3,500
BELT VOLUNTEER AMBULANCE SERVICE
PO BOX 74BELTMT59412NONEPCCHARITABLE$2,850
BELT WELLNESS CENTER
1 CHURCH ST - C/O BELT EDUC FDNBELTMT59412NONEPCPROGRAMS$1,000
CHOUTEAU COUNTY FINE ARTS COUNCIL
PO BOX 61FORT BENTONMT59442NONEPCCHARITABLE$1,500
CHOUTEAU COUNTY FOOD BANK
PO BOX 459FORT BENTONMT59442NONEPCCHARITABLE$3,000
CHOUTEAU COUNTY FREE LIBRARY FOUNDATION INC
PO BOX 639FORT BENTONMT59442NONEPCCHARITABLE$3,500
CHOUTEAU COUNTY PERFORMING ARTS
PO BOX 1315FORT BENTONMT59442NONEPCCHARITABLE$2,000
FORT BENTON CHAMBER OF COMMERCE
PO BOX 127FORT BENTONMT59442NONEPCCHARITABLE$1,000
FORT BENTON COMMUNITY IMPROVEMENT ASSOCIATION
PO BOX 313FORT BENTONMT59442NONEPCCHARITABLE$2,000
FORT BENTON MEMORIAL AMBULANCE
P O BOX 653FORT BENTONMT59442NONEPCCHARITABLE$6,000
FORT BENTON TRAILS COMMITTEE
PO BOX 1163FORT BENTONMT59442NONEPCCHARITABLE$1,500
FORT BENTON VOLUNTEER FIRE DEPARTMENT
PO BOX 1103FORT BENTONMT59442NONEPCCHARITABLE$3,000
GERALDINE BOOSTER CLUB
PO BOX 125GERALDINEMT59446NONEPCCHARITABLE$1,500
GERALDINE COMMUNITY AMBULANCE
PO BOX 123GERALDINEMT59446NONEPCCHARITABLE$10,000
GERALDINE HISTORICAL COMMITTEE
PO BOX 354GERALDINEMT59446NONEPCCHARITABLE$3,000
GERALDINE PUBLIC SCHOOL - TIGER KIDS
238 BREWSTER STGERALDINEMT59446NONEPCPROGRAMS$1,500
GERALDINE PUBLIC SCHOOLS
238 BREWSTER STGERALDINEMT59446NONEPCCHARITABLE$2,200
GERALDINE SENIOR CITIZENS
PO BOX 256GERALDINEMT59446NONEPCCHARITABLE$5,000
GERALDINE SWIMMING POOL ASSOC INC
PO BOX 312GERALDINEMT59446NONEPCCHARITABLE$5,000
GERALDINE YOUTH SPORTS INC
313 STONE BLVDGERALDINEMT59446NONEPCCHARITABLE$7,500
GEYSER COMMUNITY CLUB
PO BOX 3GEYSERMT59447NONEPCCHARITABLE$7,500
GEYSER DAY CARE
103 3RD STGEYSERMT59447NONEPCPROGRAMS$1,000
GEYSER EMERGENCY SERVICES INC
2322 SOUTH PEAK RDGEYSERMT59447NONEPCCHARITABLE$2,000
GEYSER FIRE DEPT
20647 US HWY 87GEYSERMT59447NONEPCCHARITABLE$8,000
GEYSER SENIOR CITIZEN CENTER
104 RAILROAD AVEGEYSERMT59447NONEPCCHARITABLE$7,500
GOLDEN AGE CENTER
PO BOX 1092FORT BENTONMT59442NONEPCCHARITABLE$2,000
HIGHWOOD COMMERCIAL CLUB
449 BROADWAYHIGHWOODMT59450NONEPCCHARITABLE$1,000
HIGHWOOD RURAL FIRE DEPARTMENT
PO BOX 53HIGHWOODMT59450NONEPCCHARITABLE$15,000
HIGHWOOD SENIOR CENTER
1095 MCGUIRE AVEHIGHWOODMT59450NONEPCCHARITABLE$2,000
JUDITH BASIN ARCHERY CLUB
PO BOX 112STANFORDMT59479NONEPCCHARITABLE$500
JUDITH BASIN COUNTY 4-H COUNCIL
P O BOX 427STANFORDMT59479NONEPCCHARITABLE$15,000
JUDITH BASIN FOOD PANTRY
91 3RD ST NSTANFORDMT59479NONEPCCHARITABLE$4,000
JUDITH BASIN OPERATION SANTA
2322 S PEAK RDGEYSERMT59447NONEPCCHARITABLE$2,000
JUDITH BASIN SENIOR CENTER
PO BOX 443STANFORDMT59479NONEPCCHARITABLE$4,000
JUDITH CULTURAL COMMITTEE DBA JUDITH ARTS SOCIETY
200 LATIGO LANEGEYSERMT59447NONEPCCHARITABLE$2,000
LITTLE BELT COWBOYS ASSOC
BELT CREEK RDBELTMT59412NONEPCPROGRAMS$5,000
MAT RATS WRESTLING
2340 LOWER SAGE CREEK RDMOCCASINMT59462NONEPCCHARITABLE$500
MONTANA FARMERS UNION FOUNDATION
300 RIVER DR NGREAT FALLSMT59401NONEPCCHARITABLE$1,500
MONTANA TRAIL 406 ASSOCIATION
7201 FOX FARM RDGREAT FALLSMT59404NONEPCCHARITABLE$500
SHONKIN COMMUNITY CLUB
PO BOX 203SHONKINMT59450NONEPCCHARITABLE$3,500
SPIRE HEALTH INCORPORATED
PO BOX 14GERALDINEMT59446NONEPCCHARITABLE$5,000
STANFORD AMBULANCE
221 WINDMILL LNGEYSERMT59447NONEPCCHARITABLE$5,000
STANFORD BEAUTIFICATION PROJECT INC
PO BOX 315STANFORDMT59479NONEPCCHARITABLE$3,000
STANFORD BOOSTER CLUB
PO BOX 37STANFORDMT59479NONEPCCHARITABLE$1,500
STANFORD BPA
104 4TH AVE SSTANFORDMT59479NONEPCCHARITABLE$395
STANFORD CLOSE UP
PO BOX 506STANFORDMT59479NONEPCCHARITABLE$2,200
STANFORD EDUCATION FOUNDATION
104 4TH AVE SSTANFORDMT59479NONEPCCHARITABLE$2,000
STANFORD FFA
PO BOX 506STANFORDMT59479NONEPCCHARITABLE$2,000
STANFORD JUNIOR HIGH SCHOOL
104 4TH AVE SSTANFORDMT59479NONEPCCHARITABLE$422
STANFORD LIBRARY GUILD
MAIN STSTANFORDMT59479NONEPCCHARITABLE$500
STANFORD SCHOOL - MUSIC PROGRAM
104 4TH AVE SSTANFORDMT59479NONEPCCHARITABLE$950
STANFORD SKI - SNOWBOARD CLUB
104 4TH AVE SSTANFORDMT59479NONEPCCHARITABLE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$201,017TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,761ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$562,893ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$180,668ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$428,903ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,175,225ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,175,225TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEROY STRAND ESTATEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19475 MT HWY 551AddressLine1Txt
CityGEYSERCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59447ZIPCd
FieldValueIRS element (for citing)
Total Contributions$34,841,568TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVARIOUS EQUITIES, MUTUAL FUNDS & ETFS 3,549,083 & FOUR NOTES RECEIVABLE 4,786,545 = 8,335,629 TOTALNoncashPropertyDesc
Fair Market Value$8,335,629FairMarketValueAmt
Received2025-01-17ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,810Amt
Net Investment Income$1,603NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,603DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,637,054EOYBookValueAmt
EOYFMV$1,689,488EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES, ETFS, & MUTUAL FUNDSStockNm
EOY Book Value$26,146,537EOYBookValueAmt
EOYFMV$29,310,180EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$4,492,971USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$4,556,802USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,119LegalFeesAmt
Net Investment Income$1,040NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,040DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ESTIMATED TAX PAYMENTS$2,223$1,482$1,482
DIVIDENDS RECEIVABLE$0$6,371$6,371
INTEREST RECEIVABLE$0$1,284$1,284

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$2,068$689$689
POSTAGE AND SUPPLIES$1,210$0$0
BANK FEES$10$0$0
ADR FEES$321$321$0
WEBSITE$250$0$0
TELEPHONE$200$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INVESTMENT INCOME$23$23$23
INTEREST EARNED ON NOTE RECEIVABLES$180,645$180,645$180,645

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONDesc
Amt$1,270Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL TAXES PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$320EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$139,680Amt
Net Investment Income$139,680NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
LEROY STRAND ESTATE
9475 MT HWY 551GEYSERMT59447
LEROY STRAND
P O BOX 29GEYSERMT59447

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$741$0$0
FOREIGN TAXES$8,575$8,575$0
PAYROLL TAXES$320$107$107

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.