HELEN L GURTNER HOO HOO CHARITABLE TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HELEN L GURTNER HOO HOO CHARITABLE TR (EIN 45-6802287)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-09
- IRS object ID
- 201921009349100102
- 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 Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-09T18:52:55-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202302081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BINGHAM & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 MARCUS ST | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 598403136 | 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 | 456802287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELEN L GURTNER HOO HOO CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELE | BusinessNameControlTxt |
| Phone | 4063634656 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 RUNNING CREEK ST APT 207 | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN L GURTNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4063634656 | PhoneNum |
| Signature | 2019-04-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE W BINGHAM CPA | PreparerPersonNm |
| PTIN | P00183849 | PTIN |
| Phone | 4063635470 | PhoneNum |
| Preparation | 2019-04-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.37.56.220 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-09 | IPDt |
| IP Tm | 18:52:55 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2A2B5ACE4A9207532CAE8A51E83E6DD1DD60943C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2A2B5ACE4A9207532CAE8A51E83E6DD1DD60943C | 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 | $472,908 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $48 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,578 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,578 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,578 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,907 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,454 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $124,080 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,080 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,626 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,858 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $770 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,088 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $284 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,262 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,259 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,259 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,533 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,313 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,259 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,088 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,533 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,313 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,259 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,088 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $93,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,767 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,367 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,763 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,036 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,036 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $365,875 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $459,431 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $466,694 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $460 | OtherAssetsBOYAmt |
| Other Assets EOY | $178 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $178 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $372,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $465,645 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $472,908 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $372,098 | UnrestrictedBOYAmt |
| Unrestricted EOY | $465,645 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $372,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $465,645 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $372,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $465,645 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $372,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $93,547 | ExcessRevenueOverExpensesAmt |
| Subtotal | $465,645 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $465,645 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $5,267 | $5,644 | -$377 | -$377 |
| PUBLICLY TRADED SECURITIES | P | $57,215 | $53,809 | $3,406 | $3,406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,454 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,259 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $399,420 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020677 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,354 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $265,742 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031437 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,937 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $1,966 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $1,000 | AdjustedQlfyDistriYr5Amt |
| Total Distribution | 0.052114 | TotalDistributionRt |
| Average Distribution | 0.026057 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $489,215 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,747 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $158 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,905 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,088 | 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 | $158 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $158 | SubtotalAmt |
| Tax Based On Investment Income | $158 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $158 | TaxDueAmt |
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 |
| 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 | Yes (true) | 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 | HELEN L GURTNER | IndividualWithBooksNm |
| Phone | 4063634656 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 RUNNING CREEK ST | AddressLine1Txt |
| Address Line2 | APT 207 | AddressLine2Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59840 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN L GURTNER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 RUNNING CREEK ST | AddressLine1Txt |
| Address Line2 | APT 207 | AddressLine2Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ENDOWMENT FUND FOR THE BENEFIT OF THE CHURCH. | Description1Txt |
| Expenses1 | $20,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $490,821 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,844 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $496,665 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $496,665 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $489,215 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,461 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,088 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $22,088 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $158 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,930 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $22,088 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $22,088 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,088 | TotalCorpusAmt |
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 | $5,367 | CurrentYearAmt |
| Year1 | $3,674 | Year1Amt |
| Total | $9,041 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,562 | CurrentYearAmt |
| Year1 | $3,123 | Year1Amt |
| Total | $7,685 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $22,088 | CurrentYearAmt |
| Year1 | $8,388 | Year1Amt |
| Year2 | $8,375 | Year2Amt |
| Year3 | $4,000 | Year3Amt |
| Total | $42,851 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $22,088 | CurrentYearAmt |
| Year1 | $8,388 | Year1Amt |
| Year2 | $8,375 | Year2Amt |
| Year3 | $4,000 | Year3Amt |
| Total | $42,851 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $16,307 | CurrentYearAmt |
| Year1 | $13,314 | Year1Amt |
| Total | $29,621 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELEN L GURTNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CORVALLIS UNITED METHODIST CHURCH | |||||||
| CORVALLIS UNITED METHODIST CHURCH | 352 CEMETERY RD | 352 CEMETERY RD | CORVALLIS | MT | 59828 | CHURCH MAINTENENCE | $10,000 |
| CORVALLIS UNITED METHODIST CHURCH | |||||||
| CORVALLIS UNITED METHODIST CHURCH | 352 CEMETERY RD | 352 CEMETERY RD | CORVALLIS | MT | 59828 | SCHOLARSHIP | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $48 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,578 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,454 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,080 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,080 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HELEN L GURTNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 RUNNING CREEK ST APT 207 | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL ACCOUNTING SERVICES AND | $2,858 | $770 | $2,088 |
| PREPARATION OF FORM 990-PF |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $459,431 | BookValueAmt |
| EOYFMV | $466,694 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $460 | BOYBookValueAmt |
| EOY Book Value | $178 | EOYBookValueAmt |
| EOYFMV | $178 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| MANAGED ASSETS MNGMNT FEE | $7,259 | $7,259 | $7,259 |
| PENALTY/INTEREST | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $284 | $284 |
| SECTION 4940 EXCISE TAX | $129 |