CADEAU FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CADEAU FOUNDATION (EIN 91-1484455)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-08
- IRS object ID
- 202301599349100005
- Schema version
- 2022v5.0
- 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
- Dissolution Stmt
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-08T08:37:12-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W RIVERSIDE AVE STE 101 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 992011005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911484455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CADEAU FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O VICKI J RUTTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CADE | BusinessNameControlTxt |
| Phone | 5203940023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 WOOD CANYON ROAD | AddressLine1Txt |
| City | PATAGONIA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85624 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATALIE BRYANT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5203940023 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NATALIE | PersonFirstNm |
| Person Last | BRYANT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEONARD SWEET CPA | PreparerPersonNm |
| PTIN | P00951967 | PTIN |
| Phone | 5097476154 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,789 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,789 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,736,153 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,651,014 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,736,153 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,762,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,762,948 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $67,660 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $67,660 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,920 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,960 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,960 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,125 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $24,099 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $76 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $666 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $333 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $333 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $118,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,494 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,078 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,893,256 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,893,256 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,011,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,494 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,974,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,248,903 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,749,454 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $338,226 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $5,748,744 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $161,933 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,248,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,248,903 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,248,903 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,248,903 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,248,903 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,248,903 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 2022-01-01 | 2022-12-31 | $180,967 | $203,823 | -$22,856 | -$22,856 |
| SALE OF PUBLICLY TRADED SECURITIES | 2022-01-01 | 2022-12-31 | $4,233,902 | $3,796,860 | $437,042 | $437,042 |
| SALE OF PUBLICLY TRADED SECURITIES | 2022-01-01 | 2022-12-31 | $3,236,145 | $1,914,178 | $1,321,967 | $1,321,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,736,153 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,317 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,317 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,317 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,350 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,350 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $33 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $33 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VICKI J RUTTER | IndividualWithBooksNm |
| Phone | 5203940023 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 WOOD CANYON ROAD | AddressLine1Txt |
| City | PATAGONIA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI J RUTTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 WOOD CANYON ROAD | AddressLine1Txt |
| City | PATAGONIA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $67,660 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,284,338 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,659 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,294,997 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,294,997 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,230,572 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $211,529 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,317 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,317 | TotalTaxAmt |
| Distributable Before Adj | $187,212 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $187,212 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $187,212 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,974,334 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,974,334 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $187,212 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $412,360 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,974,334 | QualifyingDistributionsAmt |
| Applied To Year1 | $412,360 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $187,212 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,374,762 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,374,762 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,374,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $7,374,762 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANIMAL ARK | ||||||||
| 1265 DEERLODGE RD | RENO | NV | 895087347 | N/A | PC | PROTECTION OF ANIMALS | $203,912 | |
| BITTER ROOT LAND TRUST | ||||||||
| 170 S 2ND ST | HAMILTON | MT | 59840 | N/A | PC | LAND CONSERVATION | $227,471 | |
| BITTER ROOT WATER FORUM | ||||||||
| 178 S 2ND ST | HAMILTON | MT | 59840 | N/A | PC | LAND CONSERVATION | $146,232 | |
| BLACKFOOT CHALLENGE | ||||||||
| 405 MAIN ST | OVANDO | MT | 59854 | N/A | PC | HUMANITARIAN PROGRAMS | $119,422 | |
| BOB MARSHALL WILDERNESS FOUNDATION | ||||||||
| 10 HUNGRY HORSE DR | HUNGRY HORSE | MT | 59919 | N/A | PC | LAND CONSERVATION | $148,669 | |
| BONNER COMMUNITY FOOD CENTER | ||||||||
| 1707 CULVERS DR | SANDPOINT | ID | 83864 | N/A | PC | FOOD PROVISIONS | $135,670 | |
| CASA FOR KIDS | ||||||||
| 1203 US HWY 2 W STE 37 | KALISPELL | MT | 59901 | N/A | PC | HUMANITARIAN PROGRAMS | $108,049 | |
| CENTER FOR MUSIC | ||||||||
| 415 WEST CENTRAL AVENUE | MISSOULA | MT | 598016813 | N/A | PC | PERFORMING ARTS | $135,670 | |
| CLEARWATER RESROUCE COUNCIL | ||||||||
| PO BOX 1471 | SEELEY LAKE | MT | 59868 | N/A | PC | LAND CONSERVATION | $105,612 | |
| EMPOWER MT | ||||||||
| 2300 REGENT ST 101 | MISSOULA | MT | 59801 | N/A | PC | HUMANITARIAN PROGRAMS | $135,670 | |
| FLATHEAD LAND TRUST | ||||||||
| 690 N MERIDIN RD 207 | KALISPELL | MT | 59901 | N/A | PC | LAND CONSERVATION | $146,232 | |
| FLATHEAD SPAY & NEUTER TASK FORCE | ||||||||
| 3491 TRUMBLE CREEK RD | COLUMBIA FALLS | MT | 59912 | N/A | PC | PROTECTION OF ANIMALS | $203,912 | |
| FOUNDATION FOR ANIMALS | ||||||||
| PO BOX 389 | HELENA | MT | 59624 | N/A | PC | PROTECTION OF ANIMALS | $149,481 | |
| FRIENDS OF SCOTCHMAN PEAKS | ||||||||
| 323 N FIRST AVE STE 205 | SANDPOINT | ID | 83864 | N/A | PC | LAND CONSERVATION | $119,422 | |
| FRIENDS OF THE SHELTER INC | ||||||||
| PO BOX 93 | UNION | KY | 41091 | N/A | PROTECTION OF ANIMALS | $338,770 | ||
| GARDEN CITY HARVEST | ||||||||
| 1657 RIVER RD | MISSOULA | MT | 59802 | N/A | PC | FOOD PROVISIONS | $135,670 | |
| GLACIER SYMPHONY & CHORALE | ||||||||
| 69 N MAIN ST | KALISPELL | MT | 59901 | N/A | PC | PERFORMING ARTS | $135,670 | |
| GREAT BURN STUDY GROUP | ||||||||
| 1434 JACKSON ST | MISSOULA | MT | 59802 | N/A | PC | EDUCATIONAL PROGRAMS | $146,232 | |
| HOCKADAY MUSEUM OF ART | ||||||||
| 302 2ND AVE E | KALISPELL | MT | 59901 | N/A | PC | ARTS AND CULTURE | $135,670 | |
| HUMANE SOCIETY OF NORTHWEST MONTANA | ||||||||
| 100 ADOPT A PET WAY US HIGHWAY 93 | KALISPELL | MT | 59901 | N/A | PC | PROTECTION OF ANIMALS | $122,672 | NORTH |
| INLAND NORTHWEST LAND TRUST | ||||||||
| 35 W MAIN AVE 210 | SPOKANE | WA | 99201 | N/A | PC | LAND CONSERVATION | $146,232 | |
| KANIKSU LAND TRUST | ||||||||
| 1215 MICHIGAN ST SUITE A | SANDPOINT | ID | 83864 | N/A | PC | LAND CONSERVATION | $189,289 | |
| KOOTENAI ENVIRONMENTAL ALLIANCE | ||||||||
| 206 E INDIANA AVE 112 | COUR DALENE | ID | 83814 | N/A | PC | LAND CONSERVATION | $117,798 | |
| LEMHI COUNTY HUMANE SOCIETY | ||||||||
| 958 VFW DR | SALMON | ID | 83467 | N/A | PC | PROTECTION OF ANIMALS | $203,231 | |
| LEMHI REGIONAL LAND TRUST | ||||||||
| 105 S CENTER ST | SALMON | ID | 83467 | N/A | PC | LAND CONSERVATION | $151,786 | |
| LEWIS & CLARK HUMANE SOCIETY | ||||||||
| 2112 E CUSTER AVE | HELENA | MT | 59602 | N/A | PC | PROTECTION OF ANIMALS | $95,051 | |
| LIBBY FOOD PANTRY | ||||||||
| 700 IDAHO AVE | LIBBY | MT | 59923 | N/A | PC | HUMANITARIAN PROGRAMS | $108,049 | |
| MISSOULA BUTTERFLY HOUSE | ||||||||
| 120 HICKORY ST | MISSOULA | MT | 59802 | N/A | PC | PROTECTION OF INSECTS | $135,670 | |
| MONTANA HUMAN RIGHTS NETWORK | ||||||||
| 100 N LAST CHANCE GULCH | HELENA | MT | 59601 | N/A | PC | HUMANITARIAN PROGRAMS | $135,670 | |
| MONTANA WILD WINGS RECOVERY CENTER | ||||||||
| 37 PANORAMIC DRIVE | KALISPELL | MT | 59901 | N/A | PC | WILDLIFE CONSERVATION | $176,290 | |
| MONTANA'S OUTDOOR LEGACY FOUNDATION | ||||||||
| 734 9TH ST W 10 | COLUMBIA FALLS | MT | 59912 | N/A | PC | LAND CONSERVATION | $146,232 | |
| MOUNTAIN HOME MONTANA | ||||||||
| 2606 SOUTH AVE W | MISSOULA | MT | 59804 | N/A | PC | HUMANITARIAN PROGRAMS | $135,670 | |
| NORTH VALLEY MUSIC SCHOOL | ||||||||
| 432 SPOKANE AVE | WHITEFISH | MT | 59937 | N/A | PC | EDUCATIONAL PROGRAMS | $135,670 | |
| PALOUSE LAND TRUST | ||||||||
| 121 S JACKSON LOWER | MOSCOW | ID | 83843 | N/A | PC | LAND CONSERVATION | $146,232 | |
| PEOPLE & CARNIVORES | ||||||||
| 104 E MAIN ST 307 | BOZEMAN | MT | 59715 | N/A | PC | LAND CONSERVATION | $203,912 | |
| RONALD MCDONALD HOUSE OF SPOKANE | ||||||||
| 1028 W 5TH AVE | SPOKANE | WA | 99204 | N/A | PC | HUMANITARIAN PROGRAMS | $67,429 | |
| SAFE HARBOR | ||||||||
| 63506 US-93 | RONAN | MT | 59864 | N/A | PC | HUMANITARIAN PROGRAMS | $135,670 | |
| SAFE HAVEN LLAMA & ALPACA SANCTUARY | ||||||||
| 780 OLD CORVALLIS RD | CORVALLIS | MT | 59828 | N/A | PC | PROTECTION OF ANIMALS | $149,481 | |
| SANDERS COUNTY COALITION FOR FAMILIES | ||||||||
| 303 E MAIN ST LI | THOMPSON FALLS | MT | 59873 | N/A | PC | HUMANITARIAN PROGRAMS | $162,480 | |
| SECOND CHANCE PET RESCUE | ||||||||
| PO BOX 687 | HAYDEN | ID | 83835 | N/A | PC | PROTECTION OF ANIMALS | $176,290 | |
| SELWAY BITTERROOT FRANK CHURCH FOUNDATION | ||||||||
| 120 HICKORY ST SUITE A | MISSOULA | MT | 59801 | N/A | PC | HUMANITARIAN PROGRAMS | $155,980 | |
| SPAY MONTANA | ||||||||
| PO BOX 938 | BUTTE | MT | 59703 | N/A | PC | PROTECTION OF ANIMALS | $216,910 | |
| SUPPORTERS OF ABUSE FREE ENVIRONMENTS | ||||||||
| PO BOX 534 | HAMILTON | MT | 59840 | N/A | PC | HUMANITARIAN PROGRAMS | $162,480 | |
| SWAN VIEW COALITION | ||||||||
| 3165 FOOTHILL RD | KALISPELL | MT | 59901 | N/A | PC | WILDLIFE CONSERVATION | $132,421 | |
| TAMARACK GRIEF RESOURCE CENTER | ||||||||
| 405 S 1ST ST W | MISSOULA | MT | 59801 | N/A | PC | HUMANITARIAN PROGRAMS | $135,670 | |
| THE MONTANA LAND RELIANCE | ||||||||
| PO BOX 355 | HELENA | MT | 596240355 | N/A | PC | LAND CONSERVATION | $227,472 | |
| THOMPSON RIVER ANIMAL CARE | ||||||||
| 3 MOUNTAIN MEADOWS LN | THOMPSON FALLS | MT | 59873 | N/A | PC | PROTECTION OF ANIMALS | $212,036 | |
| WHITEFISH LAKE INSTITUTE | ||||||||
| 550 E 1ST ST 103 | WHITEFISH | MT | 59937 | N/A | PC | LAND CONSERVATION | $146,232 | |
| WOMENS CENTER INC | ||||||||
| 618 COLLEGE AVE | ST MARIES | ID | 83861 | N/A | PC | HUMANITARIAN PROGRAMS | $95,051 | |
| YAAK VALLEY FOREST COUNCIL | ||||||||
| 11896 YAAK RIVER RD | TROY | MT | 59935 | N/A | PC | LAND CONSERVATION | $99,113 | |
| YWCA MISSOULA | ||||||||
| 1800 S 3RD ST W | MISSOULA | MT | 59801 | N/A | PC | HUMANITARIAN PROGRAMS | $135,670 | |
| YWCA OF LEWISTON-CLARKSTON | ||||||||
| 300 MAIN ST | LEWISTON | ID | 83501 | N/A | PC | HUMANITARIAN PROGRAMS | $155,981 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,893,256 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,789 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,736,153 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,762,948 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,762,948 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,250 | Amt |
| Net Investment Income | $4,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,125 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YMCA MISSOULA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 S 3RD ST W | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH | ShortExplanationTxt |
| Dissolution | $389 | DissolutionAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SEE ATTACHED STIPULATION | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,920 | LegalFeesAmt |
| Net Investment Income | $8,960 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,960 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $666 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $333 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $333 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD ON DIVIDENDS | $76 | $76 | $0 |
| FEDERAL TAX PAYMENTS | $24,023 | $0 | $0 |