DARCY LYNN DENGEL FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DARCY LYNN DENGEL FOUNDATION INC (EIN 26-3565114)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-02-06
- IRS object ID
- 201900379349100305
- Schema version
- 2018v3.1
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-06T13:59:17-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 21 10TH STREET SOUTH | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263565114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DARCY LYNN DENGEL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DARC | BusinessNameControlTxt |
| Phone | 4065353717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 NE WASHINGTON ST | AddressLine1Txt |
| City | LEWISTOWN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59457 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICH DENGEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4065353717 | PhoneNum |
| Signature | 2019-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA GUSCHAUSKY | PreparerPersonNm |
| PTIN | P00185763 | PTIN |
| Phone | 4067270888 | PhoneNum |
| Preparation | 2019-02-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.92.235.239 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-04 | IPDt |
| IP Tm | 08:24:59 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CF3A10646FAA03AAA512770E855BEC7DD27C97AD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CF3A10646FAA03AAA512770E855BEC7DD27C97AD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $369,987 | 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 | $35,975 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $57 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,790 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,790 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,479 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,168 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,479 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,326 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $667 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $667 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,734 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,734 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $80 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,879 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $732 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,879 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,732 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,925 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,486 | CashBOYAmt |
| Cash EOY | $7,341 | CashEOYAmt |
| Cash EOYFMV | $7,341 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,959 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,354 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,354 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $332,135 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $354,307 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $349,292 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $366,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $375,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $369,987 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $366,580 | CapitalStockBOYAmt |
| Capital Stock EOY | $375,002 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $366,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $375,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $366,580 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $375,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $366,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,422 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $375,002 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $375,002 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 444.802 SH PGIM JENNISON | 2017-05-10 | 2018-02-13 | $11,716 | $11,689 | $27 | $27 | |
| 408.831 SH PGIM JENNISON | 2017-01-03 | 2018-02-13 | $10,769 | $10,000 | $769 | $769 | |
| CAPITAL GAINS DIVIDENDS | $10,683 | $10,683 | $10,683 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,479 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,547 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $389,947 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.132190 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,480 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $368,412 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.120734 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,544 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $390,262 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055204 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,261 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $407,088 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074335 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,275 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $387,155 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083365 | DistributionYr5Rt |
| Total Distribution | 0.465828 | TotalDistributionRt |
| Average Distribution | 0.093166 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $393,624 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,672 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $199 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,871 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $46,732 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $199 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $199 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $199 | TaxDueAmt |
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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DARCYSPLACE.ORG | WebsiteAddressTxt |
| Individual With Books | PAM GUSCHAUSKY | IndividualWithBooksNm |
| Phone | 4067270888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 10TH ST S | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59401 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD J DENGEL | ||||||||
| 104 NE WASHINGTON ST | LEWISTOWN | MT | 59457 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| DONNA L DENGEL | ||||||||
| 104 NE WASHINGTON ST | LEWISTOWN | MT | 59457 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| GREGORY G PINSKI | ||||||||
| 3405 11TH ST NE | GREAT FALLS | MT | 59404 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAWN DENGEL O'LEARY | ||||||||
| 87 STONE MILL LANE | GREAT FALLS | MT | 59405 | SEC/TREAS | 1.00 | $0 | $0 | $0 |
| MIKE MILBURN | ||||||||
| 520 3RD AVE N | GREAT FALLS | MT | 59401 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROB BEALL | ||||||||
| 520 3RD AVE N | GREAT FALLS | MT | 59401 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHY VAN TIGHEM | ||||||||
| 1405 4TH AVE N | GREAT FALLS | MT | 59401 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DENNIS GRUE | ||||||||
| 520 3RD AVE N | GREAT FALLS | MT | 59401 | 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 |
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 | $368,694 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $399,618 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $399,618 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $393,624 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $199 | TotalTaxAmt |
| Distributable Before Adj | $19,482 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,482 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,482 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,732 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $46,732 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $199 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,533 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,482 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,335 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,451 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,371 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,233 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,210 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,600 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,732 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,482 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,250 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $111,850 | 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 | $13,335 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $98,515 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,451 | ExcessFromYear4Amt |
| Excess From Year3 | $2,371 | ExcessFromYear3Amt |
| Excess From Year2 | $26,233 | ExcessFromYear2Amt |
| Excess From Year1 | $32,210 | ExcessFromYear1Amt |
| Excess From Current Year | $27,250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD J DENGEL | ContributingManagerNm |
| Contributing Manager | DONNA L DENGEL | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICH DONNA DENGEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 NE WASHINGTON | AddressLine1Txt |
| City | LEWISTOWN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4065353717 | RecipientPhoneNum |
| Form And Info And Materials | A COPY OF THE LETTER OF ACCEPTANCE INTO THE UPPER DIVISION OF AN ACCREDITED MONTANA COLLEGE OF NURSING OR MASTERS LEVEL PROGRAM MUST BE SUBMITTED ALONG WITH A COMPLETED APPLICATION FORM. A COPY OF A TRANSCRIPT REFLECTING A GPA OF AT LEAST 2.75 FROM THE LAST TWO YEARS OF ACADEMIC STUDY, IF STUDY OCCURRED WITHIN THE LAST FIVE YEARS. THREE LETTERS OF RECOMMENDATION MUST BE INCLUDED. A LETTER STATING HOW YOU WILL IMPROVE HEALTHCARE IN YOUR COMMUNITY IN THE FUTURE AND HOW YOU HAVE DEMONSTRATED THIS IN THE PAST AND PRESENT MUST BE INCLUDED TOO. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BENEDICTINE UNIVERSITY | |||||||
| 5700 COLLEGE RD | LISLA | IL | 60532 | NONE | N/A | NURSING SCHOLARSHIPS | $2,000 |
| CARROLL COLLEGE | |||||||
| 1601 BENTON AVE | HELENA | MT | 59625 | NONE | N/A | NURSING SCHOLARSHIPS | $8,000 |
| GREAT FALLS COLLEGE - MSU | |||||||
| 2100 16TH AVE S | GREAT FALLS | MT | 59405 | NONE | N/A | NURSING SCHOLARSHIP | $1,000 |
| UNIVERSITY OF JAMESTOWN | |||||||
| 6000 COLLEGE LN | JAMESTOWN | ND | 58405 | NONE | N/A | NURSING SCHOLARSHIP | $2,000 |
| MONTANA STATE UNIVERSITY | |||||||
| 211 MONTANA HALL | BOZEMAN | MT | 59717 | NONE | N/A | NURSING SCHOLARSHIPS | $24,000 |
| MONTANA TECH | |||||||
| 1300 W PARK ST | BUTTE | MT | 59701 | NONE | N/A | NURSING SCHOLARSHIPS | $3,000 |
| DUQUESNE UNIVERSITY | |||||||
| 600 FORBES AVE | PITTSBURGH | PA | 15282 | NONE | N/A | NURSING SCHOLARSHIPS | $2,000 |
| UNIVERSITY OF MARY | |||||||
| 1301 COLLEGE AVE | FREDERICKSBURG | VA | 22401 | NONE | N/A | NURSING SCHOLARSHIPS | $2,000 |
| UNIVERSITY OF MONTANA | |||||||
| 32 CAMPUS DRIVE | MISSOULA | MT | 59812 | NONE | N/A | NURSING SCHOLARSHIPS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,790 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,479 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,326 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,326 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RICH AND DONNA DENGEL | ||||||
| 1 | 104 NE WASHINGTON | LEWISTOWN | MT | 59457 | $33,000 | Yes (X) |
| MARK AND ANITA SMITH | ||||||
| 2 | 969 H ST | LEWISTOWN | MT | 59457 | $200 | Yes (X) |
| PATRICK AND MARY JO HARMON | ||||||
| 3 | 4071 MONTANA HWY 223 | CHESTER | MT | 59522 | $50 | Yes (X) |
| JERRY AND KAREN STORY | ||||||
| 4 | 60886 OAK GROVE RD | MONTROSE | CO | 81403 | $400 | Yes (X) |
| GREG AND ERIKA STORY | ||||||
| 5 | 63107 OPOSSUM LANE | MONTROSE | CO | 81403 | $25 | Yes (X) |
| DAVID AND STEPHANIE COLE | ||||||
| 6 | 1610 ELLIS ST SUITE 3A | BOZEMAN | MT | 59771 | $100 | Yes (X) |
| TAD AND TANYA KIRSCHMAN | ||||||
| 7 | 4340 LAREDO PLACE | BILLINGS | MT | 59106 | $500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $667 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $667 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RAYMOND JAMES - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $354,307 | BookValueAmt |
| EOYFMV | $349,292 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $65 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $65 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,734 | Amt |
| Net Investment Income | $1,734 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICH AND DONNA DENGEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 NE WASHINGTON ST | AddressLine1Txt |
| City | LEWISTOWN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59457 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $80 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |