PAUL CLARK HOME: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PAUL CLARK HOME (EIN 81-0233496)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349102780
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Land Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T12:59:09-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810496200 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK RULE & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 E PARK ST STE 1 | AddressLine1Txt |
| City | BUTTE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810233496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL CLARK HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 4067233266 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 E PARK ST | AddressLine1Txt |
| City | BUTTE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 597012665 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Suzanne Hall | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 4067233266 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW P PELLETIER | PreparerPersonNm |
| PTIN | P00221219 | PTIN |
| Phone | 4067233266 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,108,138 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $86,238 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,132 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $8 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $4,663 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $90,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,132 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $575 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $591 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $591 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $451 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $413 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,030 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $591 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,480 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $591 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,541 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,766,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,096,589 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,096,589 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $1,280 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Invst Land Cost Or Other Basis | $126,795 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $115,246 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $12,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $11,549 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $11,549 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,779,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,108,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,108,138 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $442 | AccountsPayableBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $442 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $50,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $50,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,729,267 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,058,138 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,779,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,108,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,779,709 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,108,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,779,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,421 | ExcessRevenueOverExpensesAmt |
| Other Increases | $265,356 | OtherIncreasesAmt |
| Subtotal | $3,113,044 | SubtotalAmt |
| Other Decreases | $4,906 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,108,138 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INVS S&P MC LWTY | P | 2023-12-20 | 2024-02-21 | $228 | $0 | $222 | $6 | $0 | $0 | $0 | $6 |
| INVS S&P SC LVTY | P | 2023-12-20 | 2024-02-21 | $195 | $0 | $193 | $2 | $0 | $0 | $0 | $2 |
| COUNTRYWIDE MTG | P | 2023-01-15 | 2024-12-26 | $119 | $0 | $119 | $0 | $0 | $0 | $0 | $0 |
| INVS S&P MC LWTY | P | 2023-01-15 | 2024-02-21 | $9,341 | $0 | $8,819 | $522 | $0 | $0 | $0 | $522 |
| INVS S&P SC LVTY | P | 2023-01-15 | 2024-02-21 | $7,780 | $0 | $8,878 | -$1,098 | $0 | $0 | $0 | -$1,098 |
| SOUTH BOW CORP | P | 2014-03-24 | 2024-10-03 | $21 | $0 | $19 | $2 | $0 | $0 | $0 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$566 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,161 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,161 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,161 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $68 | EsPenaltyAmt |
| Tax Due | $1,229 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Suzanne Hall | IndividualWithBooksNm |
| Phone | 4067233266 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 E PARK ST STE 1 | AddressLine1Txt |
| City | Butte | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| Gretchen Leipheimer | ||||||||
| 100 Rampart Dr | Butte | MT | 59701 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| Suzanne Hall | ||||||||
| 1009 Caledonia | Butte | MT | 59701 | Secretary | 3.00 | $0 | $0 | $0 |
| Phil Aguirre | ||||||||
| 330 Galaxy Dr | Butte | MT | 59701 | Treasurer | 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 | Donated to Butte Rescue Mission | Description1Txt |
| Expenses1 | $5,000 | Expenses1Amt |
| Description2 | Donated to Safe Space | Description2Txt |
| Expenses2 | $5,000 | Expenses2Amt |
| Description3 | Donated to the Mother Lode Theater | Description3Txt |
| Expenses3 | $5,000 | Expenses3Amt |
| Description4 | Donated to the World Museum of Mining | Description4Txt |
| Expenses4 | $5,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,911,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,549 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,943,058 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,943,058 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,146 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,898,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,946 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,450 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $20,450 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,450 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $20,450 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,450 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,450 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $20,450 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $8 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $7 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $20,450 | CurrentYearAmt |
| Year1 | $16,000 | Year1Amt |
| Year2 | $16,000 | Year2Amt |
| Year3 | $17,500 | Year3Amt |
| Total | $69,950 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $20,450 | CurrentYearAmt |
| Year1 | $16,000 | Year1Amt |
| Year2 | $16,000 | Year2Amt |
| Year3 | $17,500 | Year3Amt |
| Total | $69,950 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,108,138 | CurrentYearAmt |
| Year1 | $2,779,709 | Year1Amt |
| Year2 | $2,477,385 | Year2Amt |
| Year3 | $2,926,027 | Year3Amt |
| Total | $11,291,259 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,108,138 | CurrentYearAmt |
| Year1 | $2,779,709 | Year1Amt |
| Year2 | $2,477,385 | Year2Amt |
| Year3 | $2,926,027 | Year3Amt |
| Total | $11,291,259 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $96,631 | CurrentYearAmt |
| Year1 | $86,297 | Year1Amt |
| Year2 | $88,697 | Year2Amt |
| Year3 | $90,392 | Year3Amt |
| Total | $362,017 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MOTHER LODE THEATER | ||||||
| 316 W PARK ST | Butte | MT | 59701 | 501C3 | NO DESIGNATED PURPOSE | $5,000 |
| Butte Rescue Mission | ||||||
| 610 E Platinum | Butte | MT | 59701 | 501C3 | NO DESIGNATED PURPOSE | $5,000 |
| SAFE SPACE INC | ||||||
| 3400 HAILL AVE 2001 | BUTTE | MT | 59701 | 501C3 | NO DESIGNATED PURPOSE | $5,000 |
| WORLD MUSEUM OF MINING | ||||||
| 155 MUSEUM WAY | BUTTE | MT | 59701 | 501C3 | NO DESIGNATED PURPOSE | $5,000 |
| KIWANIS | ||||||
| 840 W MERCURY | BUTTE | MT | 59701 | 501C4 | NO DESIGNATED PURPOSE | $250 |
| DUST TO DAZZLE | ||||||
| PO BOX 164 | BUTTE | MT | 59701 | 501C3 | NO DESIGNATED PURPOSE | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,238 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $86,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,238 | 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 | DONATIONS RECEIVED TO FURTHER HELP CHILDREN IN NEED. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MR & COMPANY TAX PREPARATION | CategoryTxt |
| Amt | $575 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Building | 1970-06-01 | $50,000 | $50,000 | SL | 25.000000000000 | $0 |
| Roof Repair | 1984-06-01 | $8,660 | $8,660 | PRE | 18.000000000000 | $0 |
| Roof Repair | 1986-06-01 | $1,700 | $1,700 | PRE | 10.000000000000 | $0 |
| Building Improvements | 1986-06-01 | $15,000 | $13,861 | PRE | 19.000000000000 | $0 |
| Brick Restoration | 1987-06-01 | $8,500 | $8,500 | SL | 31.500000000000 | $0 |
| Building Improvements | 1989-06-01 | $11,000 | $11,000 | SL | 31.500000000000 | $0 |
| Frame Gallery | 1989-06-01 | $1,088 | $0 | 200DB | 7.000000000000 | $0 |
| Building Improvements | 1991-06-01 | $1,972 | $1,972 | SL | 31.500000000000 | $0 |
| Building Improvements | 1993-01-01 | $916 | $900 | SL | 31.500000000000 | $16 |
| Building Improvements | 2001-06-15 | $7,000 | $4,190 | SL | 39.000000000000 | $171 |
| Building Improvements | 2001-07-15 | $4,253 | $2,536 | SL | 39.000000000000 | $104 |
| Furnishings | 1984-06-01 | $2,391 | $2,391 | PRE | 10.000000000000 | $0 |
| Furnishings | 1991-06-01 | $5,490 | $5,490 | 200DB | 7.000000000000 | $0 |
| Furnishings | 1992-06-01 | $2,330 | $2,330 | 200DB | 7.000000000000 | $0 |
| Furnishings | 1993-11-01 | $245 | $245 | 200DB | 7.000000000000 | $0 |
| Restore Steps | 2017-08-17 | $6,250 | $1,020 | SL | 39.000000000000 | $160 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Building & Improvements | $115,251 | $104,790 | $10,461 |
| Furnishings | $11,544 | $10,456 | $1,088 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAX & INTEREST 2019 | $3,059 |
| CAPITAL LOSS CARRYFORWARD | $567 |
| PRIOR YEAR ADJUSTMENT | $1,280 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| INSURANCE | $383 |
| LICENSE MT SOS | $30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $4,663 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $265,356 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $591 | Amt |
| Net Investment Income | $591 | NetInvestmentIncomeAmt |