FREEMAN FAM FOUNDATION TEST TUA 111800: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FREEMAN FAM FOUNDATION TEST TUA 111800 (EIN 36-7346240)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-12
- IRS object ID
- 202111029349100916
- Schema version
- 2020v4.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-12T11:13:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 743177811 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wanda C Dill CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14139 Nautica Court | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367346240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Freeman Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 4022226336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 Little Mission Creek PO Box 129 | AddressLine1Txt |
| City | Livingston | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59047 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE A FREEMAN JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3129232806 | PhoneNum |
| Signature | 2021-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEE | PersonFirstNm |
| Person Last | FREEMAN JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wanda C Dill | PreparerPersonNm |
| PTIN | P00073436 | PTIN |
| Phone | 8473401180 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2020 | 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 | $3,454,911 | 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 | $225,639 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,092 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,092 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,895 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,895 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$28,429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,329,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $234,197 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,987 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,033 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,033 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,721 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,721 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,030 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,284 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,844 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $182,353 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,703 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $75,765 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,980 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,980 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $184,747 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $192,387 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $514,789 | CorporateStockBOYAmt |
| Corporate Stock EOY | $838,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,331,689 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $502,456 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $233,632 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $253,740 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,498,075 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,446,179 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,607,115 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,591,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,773,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,454,911 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $714,997 | CapitalStockBOYAmt |
| Capital Stock EOY | $715,022 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,876,088 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,058,441 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,591,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,773,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,591,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,773,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,591,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $182,353 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25 | OtherIncreasesAmt |
| Subtotal | $2,773,463 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,773,463 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY 901571 | D | $89,262 | $108,225 | -$18,963 | -$18,963 |
| FIDELITY 901571 | D | $564,139 | $545,575 | $18,564 | $18,564 |
| FIDELITY 025801 | D | $40,518 | $40,193 | $325 | $325 |
| FIDELITY 025801 | D | $270,751 | $264,443 | $6,308 | $6,308 |
| FIDELITY 277726 | D | $13,045 | $13,506 | -$461 | -$461 |
| FIDELITY 277726 | D | $41,353 | $43,193 | -$1,840 | -$1,840 |
| FIDELITY 277728 | D | $136,005 | $137,472 | -$1,467 | -$1,467 |
| FIDELITY 277728 | D | $168,586 | $205,175 | -$36,589 | -$36,589 |
| Capital Gains Dividends | P | $5,694 | $5,694 | $5,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$28,429 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,086 | 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 | $1,086 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,035 | OverpaymentAmt |
| Applied To ES Tax | $1,035 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | LEE A FREEMAN JR TRUSTEE | IndividualWithBooksNm |
| Phone | 4042226336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 LITTLE MISSION CREEK ROAD | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59047 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| LEE A FREEMAN JR | ||||||||
| 52 LITTLE MISSION CREEK ROAD | LIVINGSTON | MT | 59047 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CRISPIN FREEMAN | ||||||||
| 52 LITTLE MISSION CREEK ROAD | LIVINGSTON | MT | 59047 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CLARK FREEMAN | ||||||||
| 52 LITTLE MISSION CREEK ROAD | LIVINGSTON | MT | 59047 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CASSIDY FREEMAN | ||||||||
| 52 LITTLE MISSION CREEK ROAD | LIVINGSTON | MT | 59047 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| 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 | $2,837,804 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,026 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,943,830 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,943,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,157 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,899,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51 | TotalTaxAmt |
| Distributable Before Adj | $144,933 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $144,933 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $144,933 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,560 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,560 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,560 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $144,933 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $128,031 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $136,133 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $218,007 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $103,349 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $585,520 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $126,373 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $126,373 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $459,147 | 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 | $1,658 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $457,489 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $136,133 | ExcessFromYear4Amt |
| Excess From Year3 | $218,007 | ExcessFromYear3Amt |
| Excess From Year2 | $103,349 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF MONTANA PBS | |||||||
| P O BOX 173340 | BOZEMAN | MT | 59717 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $60 |
| JDRF | |||||||
| 1 N LA SALLE | CHICAGO | IL | 60602 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $10,000 |
| LATIN SCHOOL OF CHICAGO | |||||||
| 59 W NORTH BLVD | CHICAGO | IL | 60610 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $2,000 |
| NATIONAL CZECH&SLOVAK MUSEUM | |||||||
| 1400 INSPIRATION PLACE | CEDAR RAPIDS | IA | 52404 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $500 |
| NEW VILLAGE GIRLS ACADEMY | |||||||
| 147 N OCCIDENTAL | LOS ANGELES | CA | 90026 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $1,000 |
| PARK COUNTY COMMUNITY FOUNDATION | |||||||
| P O BOX 2199 | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $1,600 |
| THE BRENTWOOD FUND | |||||||
| 100 S BARRINGTON | LOS ANGELES | CA | 90049 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $3,000 |
| PRO PUBLICA | |||||||
| 155 AVENUE OF AMERICAS | NEW YORK | NY | 10013 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $50 |
| AMERICAN FRIENDS OF CZECH REPUBLIC | |||||||
| 4410 MASSACHUSETTS AVE | WASHINGTON | DC | 20016 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $100 |
| CEDARS SINAE | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,560 | 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 |
| Related Or Exempt Function Incm | $11,092 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $25,895 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | -$28,429 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,558 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,558 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | All income will be used for future charitable purposes. |
| 4 | All income will be used for future charitable purposes. |
| 8 | All income will be used for future charitable purposes. |
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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE A FREEMAN CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 LITTLE MISSION CREEK ROAD | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $225,639 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CORPORATE STOCKS AND BONDS | NoncashPropertyDesc |
| Fair Market Value | $225,639 | FairMarketValueAmt |
| Received | 2020-04-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $233,632 | EOYBookValueAmt |
| EOYFMV | $253,740 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $838,925 | EOYBookValueAmt |
| EOYFMV | $1,331,689 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $184,747 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $192,387 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,446,179 | BookValueAmt |
| EOYFMV | $1,607,115 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Account Fees | Desc |
| Revenue And Expenses Per Books | $20,030 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,030 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain/loss | Desc |
| Amt | $25 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE A FREEMAN CHARITABLE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 LITTLE MISSION CREEK ROAD | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59047 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes | CategoryTxt |
| Amt | $2,033 | Amt |
| Net Investment Income | $2,033 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |