ANGORA RIDGE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ANGORA RIDGE FOUNDATION INC (EIN 20-1674794)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202631269349101798
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T13:24:23-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE CIOLINO CPA JD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 E BELL ROAD SUITE 13 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85022 | 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 | 201674794 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANGORA RIDGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DANIEL WEINBERG | InCareOfNm |
| Business Name Control | ANGO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1524 WEST LAKESHORE DRIVE | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59937 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOLLY JARMUSZ | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8474410036 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE CIOLINO | PreparerPersonNm |
| PTIN | P00119215 | PTIN |
| Phone | 6023144436 | PhoneNum |
| Preparation | 2026-04-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $10,369,616 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $242,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $242,705 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $982,037 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,080,247 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $982,037 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,224,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,224,742 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $48,977 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,735 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $725 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,814 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $85,791 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $421,502 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $421,502 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $507,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $422,227 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $717,449 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,177,007 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,697,081 | CashBOYAmt |
| Cash EOY | $2,736,435 | CashEOYAmt |
| Cash EOYFMV | $2,736,435 | CashEOYFMVAmt |
| US Government Obligations BOY | $453,494 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $398,272 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $397,339 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,129,006 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,337,584 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,342,014 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $200,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,724,239 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,893,828 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,479,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,196,530 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,369,616 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $500 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,904,477 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,904,477 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,574,604 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,292,053 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,479,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,196,530 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,479,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,196,530 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,479,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $717,449 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,196,530 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,196,530 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| CIBC NATIONAL TRUST COMPANY | 2025-12-31 | $76,901 | $63,089 | $13,812 | $13,812 | |
| CIBC NATIONAL TRUST COMPANY | 2025-12-31 | $1,566,498 | $1,010,943 | $555,555 | $555,555 | |
| SEE STATEMENT ATTACHED | 2025-12-31 | $436,849 | $56,686 | $380,163 | $380,163 | |
| CAPITAL GAIN DIVIDENDS | $32,507 | P | ||||
| CAPITAL GAIN DIVIDENDS | $32,507 | P | ||||
| CAPITAL GAIN DIVIDENDS | $32,507 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $982,037 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,360 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,360 | SubtotalAmt |
| Tax Based On Investment Income | $16,360 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,952 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $20,952 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,592 | OverpaymentAmt |
| Applied To ES Tax | $4,592 | AppliedToESTaxAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL WEINBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4068629131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1524 WEST LAKESHORE DRIVE | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59937 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL C WEINBERG | ||||||||
| 1524 WEST LAKESHORE DRIVE | WHITEFISH | MT | 59937 | PRESIDENT AND DIRECTOR | 0 | $0 | $0 | $0 |
| ZACHARY WEINBERG | ||||||||
| PO BOX 5419 | WHITEFISH | MT | 59937 | SECRETARY AND DIRECTOR | 0 | $0 | $0 | $0 |
| MOLLY JARMUSZ | ||||||||
| PO BOX 456 | FERNANDINA BEACH | FL | 32035 | TREASURER | 0 | $0 | $0 | $0 |
| ABIGAIL WEINBERG | ||||||||
| 1524 WEST LAKESHORE DRIVE | WHITEFISH | MT | 59937 | DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,893,095 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,197,940 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,091,035 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,091,035 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,939,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $496,983 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $496,983 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,360 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,360 | TotalTaxAmt |
| Distributable Before Adj | $480,623 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $480,623 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $480,623 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $422,227 | 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 | $422,227 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $480,623 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $67,467 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $145,224 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,649 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $267,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $422,227 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $422,227 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $58,396 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $58,396 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $208,944 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,071 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $199,873 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $145,224 | ExcessFromYear2Amt |
| Excess From Year1 | $54,649 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU OF MT FOUNDATION | ||||||||
| PO BOX 1317 | HELENA | MT | 59624 | N/A | PC | OPERATING FUNDS | $75,000 | |
| MONTANA INNOCENCE PROJECT | ||||||||
| PO BOX7607 | MISSOULA | MT | 59807 | N/A | PC | OPERATING FUNDS | $105,000 | |
| DYSTONIA MEDICAL RESEARCH FOUNDATION | ||||||||
| ONE E WACKER DR SUITE 2430 | CHICAGO | IL | 60601 | N/A | PC | OPERATING FUNDS | $1,500 | |
| POINTE BLUE CONSERVATION SCIENCE | ||||||||
| 999 MESA RD | BOLINAS | CA | 94924 | N/A | PC | OPERATING FUNDS | $10,000 | |
| LEAGUE TO SAVE LAKE TAHOE | ||||||||
| 2608 LAKE TAHOE BLVD | SOUTH LAKE TAHOE | CA | 96150 | N/A | PC | OPERATING FUNDS | $5,000 | |
| KIDS FOR THE BAY | ||||||||
| 1711 ALCATRAZ AVE | BERKELEY | CA | 94703 | N/A | PC | OPERATING FUNDS | $5,000 | |
| POINT REYES NATIONAL SEASHORE | ||||||||
| 1 BEAR VALLEY ROAD | POINT REYES STATION | CA | 94956 | N/A | PC | OPERATING FUNDS | $7,000 | |
| MARINE MAMMAL FOUNDATION | ||||||||
| 2240 SHELTER ISLAND DRIVE 200 | SAN DIEGO | CA | 92106 | N/A | PC | OPERATING FUNDS | $1,000 | |
| NORTH VALLEY FOOD BANK NETWORK | ||||||||
| 251 FLATHEAD | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $14,500 | |
| KAUAI COMMUNITY CAT PROJECT | ||||||||
| PO BOX 143 | KEKAHA | HI | 96752 | N/A | PC | OPERATING FUNDS | $500 | |
| 5 GYRES | ||||||||
| 550 E RUSTIC ROAD | SANTA MONICA | CA | 90402 | N/A | PC | OPERATING FUNDS | $1,000 | |
| SKOKIE NORTHSORE SCULPTURE PARK | ||||||||
| PO BOX 692 | SKOKIE | IL | 60076 | N/A | PC | OPERATING FUNDS | $1,667 | |
| SWIM ACROSS AMERICA | ||||||||
| 8508 PARK RAOD 389 | CHARLOTTE | NC | 28210 | N/A | PC | OPERATING FUNDS | $300 | |
| SURFRIDER FOUNDATION | ||||||||
| 942 CALLE NEGOCIO | SAN CLEMENTE | CA | 92673 | N/A | PC | OPERATING FUNDS | $1,000 | |
| MONTANA STATE PARKS FOUNDATION | ||||||||
| 269 FRONT ST | MISSOULA | MT | 59802 | N/A | PC | OPERATING FUNDS | $20,000 | |
| CLEAN UP THE LAKE | ||||||||
| 625 HIGHWAY 50 | ZEPHYR COVE | NV | 89448 | N/A | PC | OPERATING FUNDS | $3,000 | |
| COLLEGE BOUND OPPORTUNITIES | ||||||||
| 3500 WESTERN AVE | HIGHLAND PARK | IL | 60035 | N/A | PC | OPERATING FUNDS | $5,000 | |
| MONTANA FOOD BANK NETWORK | ||||||||
| 5625 EXPRESSWAY | MISSOULA | MT | 59808 | N/A | PC | OPERATING FUND | $50,000 | |
| HOPA MOUNTAIN INC | ||||||||
| 234 E BABCOCK E | BOZEMAN | MT | 59715 | N/A | PC | OPERATING FUNDS | $1,000 | |
| POWDERED SOUL | ||||||||
| PO BOX 4965 | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $5,000 | |
| ALPINE THEATER PROJECT | ||||||||
| PO BOX 1959 460 | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $250 | |
| NORTH VALLEY MUSIC SCHOOL | ||||||||
| 432 SPOKANE AVENUE | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $15,000 | |
| LAND TO HAND | ||||||||
| 1658 2ND STREET | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $9,750 | |
| MONTANA CONSERVATION VOTERS EDUCATION FUND | ||||||||
| PO BOX 853 | BILLINGS | MT | 59103 | N/A | PC | OPERATING FUNDS | $15,000 | |
| SURFRIDER FOUNDATION | ||||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | N/A | PC | OPERATING FUNDS | $1,000 | |
| WILDTORIUM | ||||||||
| 120 FINANCIAL DR | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $1,000 | |
| DREAM ADAPTIVE RECREATION | ||||||||
| 1822 BAKER AVENUE | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $39,000 | |
| SPARROW'S NEST OF NW MT | ||||||||
| 204 7TH AVENUE W | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $500 | |
| CASA FOR KIDS | ||||||||
| 1203 US HIGHWAY 2 W | KALISPELL | MT | 59901 | N/A | PC | OPEATING FUNDS | $500 | SUITE 37 |
| GLACIER NATIONAL PARK CONSERVANCY | ||||||||
| PO BOX 2749 | COLUMBIA FALLS | MT | 59912 | N/A | PC | OPERATING FUNDS | $500 | |
| FLATHEAD AREA MTN BIKERS | ||||||||
| 326 2ND STREET E | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $500 | |
| PROJECT WHITEFISH KIDS | ||||||||
| PO BOX 2010 | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $4,000 | |
| MONTANA KAYAK ACADEMY | ||||||||
| 568 OLD HIGHWAY 10 W | ALBERTON | MT | 59820 | N/A | PC | OPEATING FUNDS | $500 | |
| ABBIE SHELTER | ||||||||
| PO BOX 1401 | KALISPELL | MT | 59903 | N/A | PC | OPERATING FUNDS | $1,000 | |
| FLATHEAD AUDUBON SOCIETY | ||||||||
| PO BOX 9173 | KALISPELL | MT | 59903 | N/A | PC | OPERATING FUNDS | $500 | |
| FLATHEAD LAND TRUST | ||||||||
| 690 N MERIDIAN ROAD 207 | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $500 | |
| NATE CHUTE FOUNDATION | ||||||||
| 118 S MAIN STREET | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $500 | |
| HUMANE SOCIETY OF NW MONTANA | ||||||||
| 100 ADOPT A PET WAY | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $500 | |
| WHITEFISH LEGACY PARTNERS | ||||||||
| 525 RAILWAY STREET 201 | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $3,000 | |
| CENTER FOR RESTORATIVE YOUTH JUSTICE | ||||||||
| 110 E IDAHO STREET | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $500 | |
| HOUSING WHITEFISH | ||||||||
| 100 4TH STREET | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $2,000 | |
| WHITEFISH DOG PARK | ||||||||
| 1720 E SECOND STREET | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $500 | |
| FLATHEAD WARMING CENTER | ||||||||
| 889 N MERIDIAN ROAD | KALISPELL | MT | 59901 | N/A | PC | OPERATING FUNDS | $500 | |
| GLACIER HOCKEY ASSOCIATION | ||||||||
| 715 WISCONSIN AVENUE | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $500 | |
| STUMPTOWN ART STUDIO | ||||||||
| 145 CENTRAL AVENUE | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $500 | |
| GLACIER NORDIC CLUB | ||||||||
| 1200 US-93 | WHITEFISH | MT | 59937 | N/A | PC | OPERATING FUNDS | $500 | |
| MONTANA JUSTICE FOUNDATION | ||||||||
| PO BOX 1917 | HELENA | MT | 59624 | N/A | PC | OPERATING FUNDS | $500 | |
| FRIENDS OF THE CHILDREN | ||||||||
| 735 MICHIGAN AVE | MISSOULA | MT | 59802 | N/A | PC | OPERATING FUNDS | $10,000 | |
| FRIENDS OF MONTANA PBS | ||||||||
| 32 CAMPUS DRIVE | MISSOULA | MT | 59812 | N/A | PC | OPERATING FUNDS | $35 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $421,502 | 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 | $242,705 | 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 | $982,037 | 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 | $1,224,742 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,224,742 | TotalIncomeProducingActyAmt |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrator | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VINCENT FITZGERALD COLLECTION-SEE ATTACH | Desc |
| Amt | $0 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY | $44,078 | $44,078 | |
| BANK FEES | $2,898 | $2,881 | |
| ACCOUNTING FEES | $1,950 | $725 | $725 |
| MISCELLANEOUS INV EXPENSES | $51 | $51 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $36,814 | Amt |
Comments