ALBERT H STAHMER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT H STAHMER FOUNDATION INC (EIN 39-6100882)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-19
- IRS object ID
- 202112009349100416
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-19T13:40:44-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8010 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544028010 | 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 | 396100882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT H STAHMER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 3035261218 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 TAMARAC DRIVE | AddressLine1Txt |
| City | GOLDEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT STAHMER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3035261218 | PhoneNum |
| Signature | 2021-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALBERT | PersonFirstNm |
| Person Last | STAHMER JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY A COATES CPA | PreparerPersonNm |
| PTIN | P00134220 | PTIN |
| Phone | 7158453111 | PhoneNum |
| Preparation | 2021-06-28 | 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 | 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 | $578,986 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,604 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,604 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,749 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $730 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $730 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,334 | 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 | $2,940 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,940 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,208 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,208 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $800 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $800 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,948 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,940 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,602 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,602 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,550 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,542 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,330 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,326 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,239 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,794 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,794 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $71,836 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,814 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $350,484 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $197,661 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $154,798 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $159,419 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $62,286 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,286 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $58,289 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $338,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $299,692 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $578,986 | 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 | $338,022 | RetainedEarningBOYAmt |
| Retained Earning EOY | $299,692 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $338,022 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $299,692 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $338,022 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $299,692 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $338,022 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,330 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $299,692 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $299,692 | 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 | $39,749 | GrossSalesPriceAmt |
| Cost Or Other Basis | $42,863 | CostOrOtherBasisAmt |
| Gain Or Loss | -$3,114 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$3,114 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,114 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $213 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $213 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $213 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $240 | 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 | $240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27 | OverpaymentAmt |
| Applied To ES Tax | $27 | 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 | WI | 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 | ALBERT STAHMER JR | IndividualWithBooksNm |
| Phone | 3035261218 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 TAMARAC DRIVE | AddressLine1Txt |
| City | GOLDEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80401 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT H STAHMER JR | ||||||||
| 1660 TAMARAC DRIVE | GOLDEN | CO | 80401 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARILYN STAHMER PIEHL | ||||||||
| SEWALL RD BOX 851 | WOLFEBORO | NH | 03894 | VP/DIR | 1.00 | $0 | $0 | $0 |
| H CHARLES STAHMER | ||||||||
| 1700 WEST KOCK SUITE ELEVEN | BOZEMAN | MT | 59715 | SEC/DIR | 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 | $568,052 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $580,039 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $580,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,701 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $571,338 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,567 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $213 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $213 | TotalTaxAmt |
| Distributable Before Adj | $28,354 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,354 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,354 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,542 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,542 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,542 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,354 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,013 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,274 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $3,242 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,529 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,542 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,354 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,188 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $50,717 | 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 | $50,717 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,013 | ExcessFromYear4Amt |
| Excess From Year3 | $24,274 | ExcessFromYear3Amt |
| Excess From Year1 | $3,242 | ExcessFromYear1Amt |
| Excess From Current Year | $22,188 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALBERT H STAHMER JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALBERT STAHMER JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 TAMARAC DRIVE | AddressLine1Txt |
| City | GOLDEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3035261218 | RecipientPhoneNum |
| Form And Info And Materials | A SHORT LETTER DESCRIBING PURPOSE OF ORGANIZATION AND PURPOSE OF GRANT IF RELATIVELY NEW ORGANIZATION NOT APPEARING IN IRS PUB 78, INCLUDE COPY OF TAX EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPLEWOOD BAPTIST CHURCH | |||||||
| 11200 W 32ND AVE | WHEAT RIDGE | CO | 80033 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| BALDWIN WALLACE COLLEGE | |||||||
| 275 EASTLAND RD | BEREA | OH | 44017 | NONE | PUBLIC CHARITY | GENERAL FUND | $750 |
| BIG BROTHERS AND BIG SISTERS | |||||||
| 15 S 8TH AVE | BOZEMAN | MT | 59715 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,200 |
| BOZEMAN HOSPITAL GROUP OF AA | |||||||
| 502 S 19TH AVE | BOZEMAN | MT | 59718 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| BOZEMAN LODGE 18 | |||||||
| 14 S TRACY AVE | BOZEMAN | MT | 59715 | NONE | PUBLIC CHARITY | GENERAL FUND | $92 |
| BOZEMAN UNITED METHODIST | |||||||
| 121 S WILSON AVE | BOZEMAN | MT | 59715 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| CANCER SUPPORT COMMUNITY | |||||||
| 734 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| CRAIG HOSPITAL FOUNDATION | |||||||
| 3425 S CLARKSON ST | ENGLEWOOD | CO | 80113 | NONE | PUBLIC CHARITY | GENERAL FUND | $300 |
| END 68 HOURS OF HUNGER | |||||||
| PO BOX 676 | SOMERSWORTH | NH | 03878 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| FORT MEMORIAL HOSPITAL FOUNDATION | |||||||
| 611 SHERMAN AVE EAST | FORT ATKINSON | WI | 53538 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| FRIENDS OF ABENAKI | |||||||
| PO BOX 506 | WOLFEBORO | NH | 03894 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| GALLATIN VALLEY FOODBANK | |||||||
| 602 BOND ST | BOZEMAN | MT | 59715 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| HATCHET PRIDE PROJECT | |||||||
| 1048 EAST KING RD | TOMAHAWK | WI | 54487 | NONE | PRIVATE FUNDRAISER | GENERAL FUND | $25,000 |
| JAMESTOWN REDISCOVERY FOUNDATION | |||||||
| 204 WEST FRANKLIN ST | RICHMOND | VA | 23220 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 |
| LIFE MINISTRIES | |||||||
| 250 MEADOW LANE | CONESTOGA | PA | 17516 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| MAINE PUBLIC RADIO | |||||||
| 1450 LIBSON STREET | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| MEAN STREET MINISTRY | |||||||
| 1380 AMMONS STREET | LAKEWOOD | CO | 80214 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| MONMOUTH COLLEGE | |||||||
| 700 E BROADWAY | MONMOUTH | IL | 61462 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,500 |
| MONTANA STATE QUARTERBACK CLUB | |||||||
| PO BOX 173380 | BOZEMAN | MT | 59717 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| NHPBS | |||||||
| 268 MAST ROAD | DURHAM | NH | 03824 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| PRAIRIE RIDGE HEALTH | |||||||
| 1515 PARK AVE | COLUMBUS | WI | 53925 | NONE | PUBLIC CHARITY | GENERAL FUND | $140 |
| REEDSBURG AREA MEDICAL CENTER FOUNDATION | |||||||
| 2090 RIDGEVIEW DR | REEDSBURG | WI | 53959 | NONE | PUBLIC CHARITY | GENERAL FUND | $200 |
| ROCKLAND COMM CHURCH | |||||||
| 17 S MT VERNON COUNTRY CLUB RD | GOLDEN | CO | 80401 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | |||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | GENERAL FUND | $300 |
| SSM HEALTH ST CLARE | |||||||
| 707 14TH ST | BARABOO | WI | 53913 | NONE | PUBLIC CHARITY | GENERAL FUND | $225 |
| SSM HEALTH ST MARY'S | |||||||
| 3400 E RACINE ST | JANESVILLE | WI | 53546 | NONE | PUBLIC CHARITY | GENERAL FUND | $785 |
| THE RAIDERS FOUNDATION | |||||||
| 1475 RAIDERS WAY | HENDERSON | NV | 89052 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| 660 PARRINGTON OVAL | NORMAN | OK | 73019 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| UPLAND HILLS HEALTH FOUNDATION | |||||||
| 800 COMPASSION WAY | DODGEVILLE | WI | 53533 | NONE | PUBLIC CHARITY | GENERAL FUND | $160 |
| WARRIORS AND QUIET WATERS FOUNDATION | |||||||
| 351 EVERGREEN DR STE A | BOZEMAN | MT | 59715 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| WGBH | |||||||
| 1 GUEST ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,602 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,604 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,114 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,220 | 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 | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 | $2,940 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,940 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY TOTAL BOND | $88,140 | $92,470 |
| FPA NEW INCOME | $45,500 | $45,319 |
| PGIM STORT-TERM | $21,158 | $21,630 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BMO | $3,888 | $76,410 |
| HUGOTON ROYALTY TR | $49,951 | $147 |
| PSB HOLDINGS | $4,584 | $264,427 |
| XENIA HOLTELS | $13,391 | $9,500 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES SELECT DIV ETF | AT COST | $34,769 | $49,052 |
| JPMORGAN CHASE & CO MLP INDEX | AT COST | $27,517 | $9,237 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | -$21 | -$21 | -$21 |
| JP MORGAN CHASE | $751 | $751 | $751 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMMONWEALTH FEE | CategoryTxt |
| Amt | $2,208 | Amt |
| Net Investment Income | $2,208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |