HOMESTEAD FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOMESTEAD FOUNDATION INC (EIN 52-2389050)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349104656
- 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 Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T12:27:04-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810385940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON ZURMUEHLEN & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20435 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 591040435 | 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 | 522389050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOMESTEAD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOME | BusinessNameControlTxt |
| Phone | 4062222000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1283 | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 590471283 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SULLIVAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4062222000 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | SULLIVAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL S MILLER CPA | PreparerPersonNm |
| PTIN | P00031554 | PTIN |
| Phone | 4062455136 | PhoneNum |
| Preparation | 2021-11-12 | 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 | $1,382,817 | 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 | $40,365 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,365 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,493 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $285,318 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,493 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $46,858 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,858 | 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 |
| Legal Fees Rev And Expnss | $442 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $442 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,710 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,280 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,280 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,261 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,714 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,290 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $326,117 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $326,117 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $337,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,290 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $329,280 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$290,973 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,568 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,746 | CashBOYAmt |
| Cash EOY | $32,565 | CashEOYAmt |
| Cash EOYFMV | $32,565 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $862,893 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $552,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $552,643 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $1,240 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,240 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $635,678 | CorporateStockBOYAmt |
| Corporate Stock EOY | $655,896 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $796,369 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,533,317 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,242,344 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,382,817 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $883,317 | CapitalStockBOYAmt |
| Capital Stock EOY | $842,344 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $650,000 | RetainedEarningBOYAmt |
| Retained Earning EOY | $400,000 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,533,317 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,242,344 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,533,317 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,242,344 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,533,317 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$290,973 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,242,344 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,242,344 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $285,318 | GrossSalesPriceAmt |
| Cost Or Other Basis | $278,825 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,493 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,493 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,493 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $564 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $564 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $564 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,240 | 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 | $1,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $673 | OverpaymentAmt |
| Applied To ES Tax | $600 | AppliedToESTaxAmt |
| Refund | $73 | 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 | 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 | HOMESTEAD FOUNDATIONINC | IndividualWithBooksNm |
| Phone | 4062222000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 S MAIN ST | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOHN SULLIVAN | ||||||||
| 401 S MAIN ST | LIVINGSTON | MT | 59047 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MEREDITH KEY SULLIVAN | ||||||||
| 401 S MAIN ST | LIVINGSTON | MT | 59047 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MIKE WATERS | ||||||||
| 401 S MAIN ST | LIVINGSTON | MT | 59047 | DIRECTOR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO VARIOUS PHILANTHROPIC ORGANIZATIONS. TOTAL OF 56 ORGANIZATIONS. | Description1Txt |
| Expenses1 | $326,117 | Expenses1Amt |
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 | $701,055 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $889,746 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,590,801 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,590,801 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,566,939 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $564 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $564 | TotalTaxAmt |
| Distributable Before Adj | $77,783 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,783 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,783 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $329,280 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $329,280 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $329,280 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,783 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $74,841 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $329,280 | QualifyingDistributionsAmt |
| Applied To Year1 | $74,841 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,783 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $176,656 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $176,656 | 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 | $176,656 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $176,656 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN SULLIVAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABSAROKEE AREA FOOD BANK | |||||||
| PO BOX 48 | ABSAROKEE | MT | 59001 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $600 |
| BEARTOOTH HUMANE ALLIANCE | |||||||
| PO BOX 2333 | RED LODGE | MT | 59068 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $250 |
| BEAVERHEAD COMMUNITY FOOD PANTRY | |||||||
| PO BOX 1356 | DILLON | MT | 59725 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $600 |
| BIG TIMBER COMMUNITY FOOD BANK | |||||||
| PO BOX 340 | BIG TIMBER | MT | 59011 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| BIGFORK ART AND CULTURAL CENTER | |||||||
| 525 ELECTRIC AVE | BIGFORK | MT | 59911 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $500 |
| BIGFORK SUMMER PLAYHOUSE | |||||||
| PO BOX 456 | BIGFORK | MT | 59911 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $1,000 |
| CARBON COUNTY COMM FOOD BANK | |||||||
| PO BOX 665 | RED LODGE | MT | 59068 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| CENTRAL MONTANA COMMUNITY CUPBOARD | |||||||
| PO BOX 194 | LEWISTOWN | MT | 59457 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| CENTRAL MONTANA FOUNDATION | |||||||
| PO BOX 334 | LEWISTOWN | MT | 59457 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $1,334 |
| COLORADO ACADEMY | |||||||
| 3800 S PIERCE ST | DENVER | CO | 80235 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $10,000 |
| COMMUNITY HOPE INC | |||||||
| PO BOX 524 | LAUREL | MT | 59044 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $600 |
| COUNTY CUPBOARD INC | |||||||
| PO BOX 650 | CULBERTSON | MT | 59218 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $600 |
| CUSTER COUNTY FOOD BANK | |||||||
| 210 S WINCHESTER AVE | MILES CITY | MT | 59301 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| DAWSON COUNTY FOOD BANK | |||||||
| 112 W BENHAM | GLENDIVE | MT | 59330 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| EAGLE MOUNT OF BOZEMAN | |||||||
| 6901 GOLDSTEIN LANE | BOZEMAN | MT | 59771 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $1,000 |
| EVELYN CAMERON HERITAGE | |||||||
| PO BOX 441 | TERRY | MT | 59349 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $500 |
| FORSYTH SAMARITAN'S PANTRY | |||||||
| 267 RESERVATION CREEK RD | FORSYTH | MT | 59327 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| FRIENDS OF YELLOWSTONE GATEWAY MUSEUM | |||||||
| 118 W CHINOOK ST | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $1,000 |
| HELPING HANDS OF HARDIN | |||||||
| PO BOX 125 | HARDIN | MT | 59034 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $600 |
| JUDITH BASIN FOOD PANTRY | |||||||
| PO BOX 67 | STANDFORD | MT | 59479 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $600 |
| LAUREL AQUATIC RECREATION COMPLEX | |||||||
| PO BOX 1086 | LAUREL | MT | 59044 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $1,000 |
| LIVINGSTON COUNTERPOINT | |||||||
| 116 EAST LEWIS | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $1,000 |
| LIVINGSTON DEPOT FOUNDATION | |||||||
| PO BOX 1319 | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $10,000 |
| LIVINGSTON FOOD RESOURCE | |||||||
| 202 S 2ND ST | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $600 |
| LOAVES AND FISHES OF LIVINGSTON | |||||||
| 301 SOUTH MAIN ST | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| MILES CITY SOUP KITCHEN | |||||||
| PO BOX 93 | MILES CITY | MT | 59301 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $600 |
| MONTANA FIREFIGHTERS MEMORIAL | |||||||
| PO BOX 1195 | LAUREL | MT | 59044 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $500 |
| MONTANA PRESERVATION ALLIANCE | |||||||
| 120 REEDERS ALLEY | HELENA | MT | 59601 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $500 |
| PARK COUNTY THEATER GUILD | |||||||
| 113 EAST CALLENDER ST | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $500 |
| PRAIRIE COUNTY HEALTH DEPARTMENT | |||||||
| PO BOX 202 | TERRY | MT | 59349 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| PROJECT HOPE | |||||||
| PO BOX 1443 | COLUMBUS | MT | 59019 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $600 |
| ROSEBUD COUNTY PUBLIC HEALTH | |||||||
| PO BOX 388 | FORSYTH | MT | 59327 | NONE | 170(C)(1) | PHILANTHROPIC PURPOSE | $250 |
| SHANE LALANI CENTER FOR THE ARTS | |||||||
| 415 E LEWIS ST | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $8,333 |
| SPECIAL K RANCH | |||||||
| 34 SPECIAL K LN | COLUMBUS | MT | 59019 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $1,000 |
| WAKE UP LACE UP | |||||||
| 107 BALSAM DRIVE | MILES CITY | MT | 59301 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSES | $500 |
| WATERWORKS MUSEUM | |||||||
| 85 WATERPLANT ROAD | MILES CITY | MT | 59301 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $500 |
| BIILUUKE STRONG | |||||||
| PO BOX 796 | CROW AGENCY | MT | 59022 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $1,000 |
| PRAIRIE COMMUNITY HOSPITAL FOUNDATION | |||||||
| PO BOX 66 | TERRY | MT | 59349 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $500 |
| MILES CITY CONVENT KEEPERS | |||||||
| 1411 LEIGHTON BLVD | MILES CITY | MT | 59301 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $1,000 |
| MILES CITY FOSTER CARE PROJECT INC | |||||||
| 110 LYNAM DR | MILES CITY | MT | 59301 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $250 |
| BOYS & GIRLS CLUB OF LEWISTOWN | |||||||
| 134 PARK ST | LEWISTOWN | MT | 59457 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $500 |
| LEWISTOWN ICE SKATING ASSOCIATION | |||||||
| PO BOX 519 | LEWISTOWN | MT | 59457 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $1,500 |
| BASIN WELLNESS CENTER INC | |||||||
| 3117 MOUNTAIN VIEW RD | STANDFORD | MT | 59479 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $500 |
| BIG HORN COUNTY MEMORIAL HOSPITAL AND HEALTH CARE FOUNDATION | |||||||
| 17 N MILES AVE | HARDIN | MT | 59034 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $1,000 |
| DAWSON COUNTY ARTS UNLIMITED | |||||||
| 109 N MERRILL AVE | GLENDIVE | MT | 59330 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $1,500 |
| SOUTHWESTERN MONTANA FAMILY WMCA INC | |||||||
| 75 SWENSON WAY | DILLON | MT | 59725 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $1,000 |
| FRIENDS OF BIG TIMBER CARNEGIE LIBRARY | |||||||
| PO BOX 846 | BIG TIMBER | MT | 59011 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $500 |
| SWEET GRASS COUNTY MUSEUM SOCIETY | |||||||
| PO BOX 83 | BIG TIMBER | MT | 59011 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $500 |
| LIVINGSTON MEALS ON WHEELS | |||||||
| 206 S MAIN ST | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $500 |
| MONTANA NEWSPAPER FOUNDATION INC | |||||||
| 825 GREAT NORTHER BLVD | HELENA | MT | 59601 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $1,000 |
| CARROLL COLLEGE | |||||||
| 1601 N BENTON AVE | HELENA | MT | 59625 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $251,000 |
| BUFFALO BILL CENTER OF THE WEST | |||||||
| 720 SHERIDAN AVE | CODY | WY | 82414 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $10,000 |
| RED LODGE POOL COMMITTEE | |||||||
| PO BOX 9 | RED LODGE | MT | 59068 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $1,000 |
| HOPE REINS | |||||||
| 8420 WAKE FOREST HIGHWAY | RALEIGH | NC | 27613 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $500 |
| SWEET BRIAR COLLEGE | |||||||
| 134 CHAPEL RD | SWEET BRIAR | VA | 24595 | NONE | 501(C)(3) | PHILANTHROPIC PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $326,117 | 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 | $40,365 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,493 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,858 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,858 | 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 | $2,710 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,710 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $655,896 | EOYBookValueAmt |
| EOYFMV | $796,369 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $442 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $442 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $21 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $6,280 | Amt |
| Net Investment Income | $6,280 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $2,261 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |