BIG HORN COUNTY MEMORIAL HOSPITAL AUXILIARY: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BIG HORN COUNTY MEMORIAL HOSPITAL AUXILIARY (EIN 81-0428249)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-07
- IRS object ID
- 202402209349100125
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-07T07:49:49-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464426981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Colleen M Schaak CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HC 36 Box 2210 | AddressLine1Txt |
| City | Hardin | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810428249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIG HORN COUNTY MEMORIAL HOSPITAL AUXILIARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIGH | BusinessNameControlTxt |
| Phone | 4066652329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HC 36 BOX 2065 | AddressLine1Txt |
| City | HARDIN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Donna Stricker | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4066652329 | PhoneNum |
| Signature | 2024-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Colleen M Schaak | PreparerPersonNm |
| PTIN | P00637837 | PTIN |
| Phone | 4066653938 | PhoneNum |
| Preparation | 2024-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $244,032 | 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 | $7,295 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,820 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $159,013 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,519 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,664 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,339 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $300 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $59 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,380 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,098 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,098 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,239 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,098 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,575 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,241 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27 | CashBOYAmt |
| Cash EOY | $116 | CashEOYAmt |
| Cash EOYFMV | $116 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,756 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,756 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $247,485 | CorporateStockBOYAmt |
| Corporate Stock EOY | $206,355 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $218,160 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $256,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $232,227 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $244,032 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $256,802 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $232,227 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $256,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $232,227 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $256,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $232,227 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $256,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,575 | ExcessRevenueOverExpensesAmt |
| Subtotal | $232,227 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $232,227 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| Gross Sales Price | $157,962 | GrossSalesPriceAmt |
| Cost Or Other Basis | $156,494 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,468 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,468 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,519 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $101 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $101 | SubtotalAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $101 | TaxDueAmt |
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 |
| Individual With Books | Donna Stricker | IndividualWithBooksNm |
| Phone | 4066652329 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HC 36 Box 2095 | AddressLine1Txt |
| City | Hardin | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59034 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| Vera Ostahowski | ||||||
| 584 Mountain View Lane | Hardin | MT | 59034 | President | 000.00 | $0 |
| Gail Flack | ||||||
| 7034 Copper View Way | Billings | MT | 59106 | Vice President | 000.00 | $0 |
| Donna Wald | ||||||
| HC 45 Box 809 | Lodge Grass | MT | 59070 | Secretary | 000.00 | $0 |
| Donna Stricker | ||||||
| HC 36 Box 2065 | Hardin | MT | 59034 | Treasurer | 001.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Contribution to the Big Horn Hospital Association for expenses that aid in patient care and comfort, namely medical equipment upgrades | Description1Txt |
| Expenses1 | $38,000 | Expenses1Amt |
| Description2 | Scholarship to student going into medical field | Description2Txt |
| Expenses2 | $500 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $231,674 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $244,508 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $244,508 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,668 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $240,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $101 | TotalTaxAmt |
| Distributable Before Adj | $11,941 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,941 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,941 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $38,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,941 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $12,905 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,325 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,164 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,307 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,373 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,074 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,559 | RemainingDistriFromCorpusAmt |
| Total Corpus | $83,633 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,905 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $70,728 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,325 | ExcessFromYear4Amt |
| Excess From Year3 | $15,164 | ExcessFromYear3Amt |
| Excess From Year2 | $5,307 | ExcessFromYear2Amt |
| Excess From Year1 | $3,373 | ExcessFromYear1Amt |
| Excess From Current Year | $26,559 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Big Horn Hospital Association | |||||
| 17 North Miles | Hardin | MT | 59034 | X Ray upgrade | $20,000 |
| Big Horn Hospital Association | |||||
| 17 North Miles | Hardin | MT | 59034 | Infuser | $18,000 |
| Montana State University | |||||
| 201 Strand Union Building | Bozeman | MT | 59715 | Educational scholarship | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Grants and Contributions | Desc |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,820 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,519 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,369 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,369 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumberTxt |
| Relationship Statement | Contributions are to be used to support the hospital with equipment purchases as required by the donors | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Gladys Knowles Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 North Miles | AddressLine1Txt |
| City | Hardin | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Charitable Contributions Detail CharitableContributionsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Gift Purpose | Acquistion of patient care equipment by the local hospital | GiftPurposeTxt |
| Gift Use | Acquistion of Xray upgrade and infuser | GiftUseTxt |
| Transferee Name Individual | Big Horn Hospital | TransfereeNameIndividual |
Transferee US Address TransfereeUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 North Miles | AddressLine1Txt |
| City | Hardin | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59034 | ZIPCd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Form 990 PF Preparation | CategoryTxt |
| Amt | $300 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4 shares of Vanguard SP 500 ETF | $1,001 | $1,747 |
| 24 shares of AB Large Cap Grwth Fund | $1,775 | $2,252 |
| 36 shares of Clearbridge International Growth Fd Cl 1 | $2,142 | $2,231 |
| 336 shares of Janus Henderson Global Equity Income Fd | $2,203 | $2,238 |
| 164 shares of JP Morgan Equity Income Fd Cl 1 | $3,404 | $3,778 |
| 414 shares of MFS Mid Cap Value | $12,902 | $12,711 |
| 5 shares of Vanguard Mid-Cap Index Fd Admiral | $1,168 | $1,376 |
| 684 shares of Lord Abbett Short Duration Income Fd Cl F | $2,837 | $2,631 |
| 299 shares of Pimco Income Fund Cl 12 | $3,497 | $3,177 |
| 23 shares of Vanguard SP 500 ETF | $6,395 | $10,046 |
| 128 shares of AB Large Cap Grwth Fund | $8,650 | $11,909 |
| 1974 shares of Clearbridge International Growth Fd Cl 1 | $11,447 | $11,790 |
| 1935 shares of Janus Henderson Global Equity Income Fd | $11,640 | $11,823 |
| 868 shares of JP Morgan Equity Income Fund | $18,048 | $19,949 |
| 360 shares of Lord Abbett Short Duration Income Fd Cl F | $14,915 | $13,898 |
| 1581 shares of Pimco Income Fund Cl 12 | $18,463 | $16,787 |
| 25 shares of Vanguard Mid-Cap Index Fd Admiral | $6,061 | $7,373 |
| 59 shares of Invesco SP 500 Equal Weight ETF | $8,035 | $9,310 |
| 110 shares of First Eagle Small Cap Opp Cl 1 | $999 | $1,081 |
| 47 shares of Matthews Emerging Mkts Small Cos Fd Inv | $1,107 | $1,194 |
| 333 shares of American S Mortgage F-2 | $3,044 | $2,987 |
| 462 shares of Loomis Sayles Investment Grade Bd Cl 4 | $4,544 | $4,579 |
| 51 shares of Catalyst Millburn Hedge Strategy Fd Cl 1 | $1,731 | $1,801 |
| 579 shares of First Eagle Small Cap Opp Cl 1 | $5,276 | $5,711 |
| 247 shares of Matthews Emerging Mkts Small Cos Fd Inv | $5,855 | $6,315 |
| 1761 shares of American S Mortgage F-2 | $16,080 | $15,777 |
| 2438 shares of Loomis Sayles Investment Grade Bd Cl 4 | $24,001 | $24,181 |
| 271 shares of Catalyst Millburn Hedge Strategy Fd Cl 1 | $9,135 | $9,508 |
Other Assets Schedule OtherAssetsSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment expenses | $3,098 | $3,098 |
| Montana Secretary of State annual report fee | $20 | |
| Supplies | $232 | |
| Bank service charges | $30 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax - investment income | CategoryTxt |
| Amt | $59 | Amt |