BIG HORN COUNTY MEMORIAL HOSPITAL AUXILIARY: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BIG HORN COUNTY MEMORIAL HOSPITAL AUXILIARY (EIN 81-0428249)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-09
- IRS object ID
- 202211299349103866
- Schema version
- 2021v4.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T07:07:56-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | Vera Ostahowski | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4066652329 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Vera | PersonFirstNm |
| Person Last | Ostahowski | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Colleen M Schaak | PreparerPersonNm |
| PTIN | P00637837 | PTIN |
| Phone | 4066653938 | PhoneNum |
| Preparation | 2022-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $300,632 | 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 | $10,440 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,780 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,851 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,131 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,353 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,911 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $300 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $374 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,374 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,339 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,339 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,130 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,130 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,339 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,130 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,572 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56 | CashBOYAmt |
| Cash EOY | $20 | CashEOYAmt |
| Cash EOYFMV | $20 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,374 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,023 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,023 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $225,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $246,730 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $289,589 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $38,716 | OtherAssetsBOYAmt |
| Total Assets BOY | $282,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $257,773 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $300,632 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $282,314 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $257,773 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $282,314 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $257,773 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $282,314 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $257,773 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $282,314 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,175 | ExcessRevenueOverExpensesAmt |
| Subtotal | $296,489 | SubtotalAmt |
| Other Decreases | $38,716 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $257,773 | 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 Securties | PropertyDesc |
| Gross Sales Price | $119,851 | GrossSalesPriceAmt |
| Cost Or Other Basis | $102,720 | CostOrOtherBasisAmt |
| Gain Or Loss | $17,131 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $17,131 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,131 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $328 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $328 | SubtotalAmt |
| Tax Based On Investment Income | $328 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $328 | 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 |
| Belinda Malensek | ||||||
| Route 1 Box 1111A | Hardin | MT | 59034 | Secretary | 000.00 | $0 |
| Donna Stricker | ||||||
| HC 36 Box 2065 | Hardin | MT | 59034 | Treasurer | 001.00 | $0 |
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 | Description1Txt |
| Expenses1 | $19,130 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $276,736 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,585 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $287,321 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $287,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $283,011 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,151 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $328 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $328 | TotalTaxAmt |
| Distributable Before Adj | $13,823 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,823 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,823 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,130 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $19,130 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,823 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $14,139 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,249 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,905 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,325 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,164 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $75,782 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,130 | QualifyingDistributionsAmt |
| Applied To Current Year | $13,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,307 | RemainingDistriFromCorpusAmt |
| Total Corpus | $81,089 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,139 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,950 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,249 | ExcessFromYear4Amt |
| Excess From Year3 | $12,905 | ExcessFromYear3Amt |
| Excess From Year2 | $20,325 | ExcessFromYear2Amt |
| Excess From Year1 | $15,164 | ExcessFromYear1Amt |
| Excess From Current Year | $5,307 | 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 | Remodel | $10,000 |
| Big Horn Hospital Association | |||||
| 17 North Miles | Hardin | MT | 59034 | Equipment | $7,630 |
| Big Horn Hospital Association | |||||
| 17 North Miles | Hardin | MT | 59034 | Scholarships | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,130 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Grants and Contributions | Desc |
| Related Or Exempt Function Incm | $10,440 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,131 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,440 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,353 | 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 | 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 | $9,750 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Charitable Contributions Detail CharitableContributionsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Gift Purpose | Hospital support | GiftPurposeTxt |
| Gift Use | Hospital support | GiftUseTxt |
| How Gift Is Held | Funds to hospital | HowGiftIsHeldDesc |
Transferee Name Business TransfereeNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Big Horn Hospital Association | BusinessNameLine1Txt |
Transferee US Address TransfereeUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 N 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 (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6 shares of First Trust ISE Cloud Computing Index Fd | $402 | $626 |
| 14 shares of First Trust NASDAQ Cybersecurity ETF | $431 | $739 |
| 10 shares of ROBO Global Robotics Aut Index ETF | $400 | $701 |
| 6 shares of Vanguard SP 500 ETF | $1,502 | $2,619 |
| 27 shares of AB Large Cap Grwth Fund | $1,845 | $2,705 |
| 23 shares of Clearbridge International Growth Fd Cl 1 | $1,727 | $2,033 |
| 214 shares of Janus Henderson Global Equity Income Fd | $2,431 | $2,390 |
| 142 shares of JP Morgan Equity Income Fd Cl 1 | $2,675 | $3,382 |
| 493 shares of MFS Mid Cap Value | $15,532 | $15,960 |
| 6 shares of Vanguard Mid-Cap Index Fd Admiral | $1,888 | $2,522 |
| 290 shares of Alpha Centric Income Opportunities Fd | $4,219 | $4,891 |
| 1305 shares of Lord Abbett Floating Rate Fd Cl F | $10,972 | $10,960 |
| 829 shares of Lord Abbett Short Duration Income Fd Cl F | $3,502 | $3,440 |
| 261 shares of Pimco Income Fund Cl 12 | $4,968 | $4,973 |
| 42 shares of First Trust ISE Cloud Computing Index Fd | $2,816 | $4,381 |
| 93 shares of First Trust NASDAQ Cybersecurity ETF | $2,861 | $4,909 |
| 65 shares of ROBO Global Robotics Aut Index ETF | $2,601 | $4,557 |
| 35 shares of Vanguard SP 500 ETF | $8,755 | $15,280 |
| 174 shares of AB Large Cap Grwth Fund | $8,815 | $17,267 |
| 179 shares of Amer Funds New World Fund | $15,022 | $15,387 |
| 188 shares of Clearbridge International Growth Fd Cl 1 | $11,019 | $12,982 |
| 2192 shares of Janus Henderson Global Equity Income Fd | $15,518 | $15,258 |
| 1736 shares of Alpha Centric Income Opportunities Fd | $27,121 | $31,212 |
| 905 shares of JP Morgan Equity Income Fund | $16,122 | $21,591 |
| 5291 shares of Lord Abbett Short Duration Income Fd Cl F | $22,391 | $21,956 |
| 2658 shares of Pimco Income Fund Cl 12 | $31,981 | $31,737 |
| 168 shares of Amer Funds Small Cap World Fd | $8,070 | $7,811 |
| 51 shares of Vanguard Mid-Cap Index Fd Admiral | $10,238 | $16,101 |
| 146 shares of Vanguard Small Cap Value Fd Admiral | $10,906 | $11,219 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gains reported as book value in 2020 | Desc |
| BOY Book Value | $38,716 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gains 2020 error corrections | Desc |
| Amt | $38,716 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment fees | $3,339 | $3,339 |
| Montana Secretary of State annual report fee | $35 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax - investment income | CategoryTxt |
| Amt | $374 | Amt |