ALBERT H STAHMER FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT H STAHMER FOUNDATION INC (EIN 39-6100882)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201921349349102702
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T12:51:25-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8010 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544028010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396100882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT H STAHMER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 3035261218 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 TAMARAC DRIVE | AddressLine1Txt |
| City | GOLDEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT STAHMER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3035261218 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY A COATES CPA | PreparerPersonNm |
| PTIN | P00134220 | PTIN |
| Phone | 7158453111 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.50.56.238 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 12:15:28 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 83043B5363DC37D2E1A7A13A420E47BEA2481C46 | 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 | $643,766 | 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 | $16,718 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,718 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,504 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,278 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,278 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $24,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,500 | 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 | $2,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,961 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,961 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $793 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $730 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $151 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $151 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,665 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,691 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,911 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,195 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,195 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,860 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,691 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,360 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,809 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,763 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,071 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,071 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $71,852 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,825 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $366,544 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $213,148 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $197,661 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $189,364 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $78,202 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $72,048 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $73,787 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $366,965 | TotalAssetsBOYAmt |
| Total Assets EOY | $355,605 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $643,766 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $366,965 | RetainedEarningBOYAmt |
| Retained Earning EOY | $355,605 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $366,965 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $355,605 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $366,965 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $355,605 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $366,965 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,360 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $355,605 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $355,605 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2001-09-01 | AcquiredDt |
| Sold | 2018-12-31 | SoldDt |
| Gross Sales Price | $28,145 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,641 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,504 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,504 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,504 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,070 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $701,641 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084188 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,122 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $626,391 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051281 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,385 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $626,556 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040515 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,234 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $639,193 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041042 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,280 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $599,597 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063843 | DistributionYr5Rt |
| Total Distribution | 0.280869 | TotalDistributionRt |
| Average Distribution | 0.056174 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $698,317 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $39,227 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $208 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,435 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,106 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $416 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $416 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $416 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $97 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $97 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $319 | 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 | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALBERT STAHMER JR | IndividualWithBooksNm |
| Phone | 3035261218 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 TAMARAC DRIVE | AddressLine1Txt |
| City | GOLDEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALBERT H STAHMER JR | ||||||||
| 1660 TAMARAC DRIVE | GOLDEN | CO | 80401 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN W STAHMER | ||||||||
| N11398 STAHMER LANE | TOMAHAWK | WI | 54487 | VP/DIR | 1.00 | $0 | $0 | $0 |
| MARILYN STAHMER PIEHL | ||||||||
| SEWALL RD BOX 851 | WOLFEBORO | NH | 03894 | VP/DIR | 1.00 | $0 | $0 | $0 |
| H CHARLES STAHMER | ||||||||
| 1700 WEST KOCK SUITE ELEVEN | BOZEMAN | MT | 59715 | SEC/DIR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $699,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,001 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $708,951 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $708,951 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $698,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,916 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,916 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $416 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $416 | TotalTaxAmt |
| Distributable Before Adj | $34,500 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,500 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,500 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,106 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,106 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,106 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,500 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,380 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $1,013 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,274 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,667 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,106 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,106 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,394 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,394 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,273 | 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 | $6,986 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,287 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,013 | ExcessFromYear2Amt |
| Excess From Year1 | $24,274 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALBERT H STAHMER JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALBERT STAHMER JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 TAMARAC DRIVE | AddressLine1Txt |
| City | GOLDEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3035261218 | RecipientPhoneNum |
| Form And Info And Materials | A SHORT LETTER DESCRIBING PURPOSE OF ORGANIZATION AND PURPOSE OF GRANT IF RELATIVELY NEW ORGANIZATION NOT APPEARING IN IRS PUB 78, INCLUDE COPY OF TAX EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE MEMBERSHIP FUND | |||||||
| 445 HOES LANE | PISCATAWAY | NJ | 08854 | NONE | PUBLIC CHARITY | GENERAL FUND | $50 |
| WGBH | |||||||
| 1 GUEST ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| LAKES REGION HUMANE SOCIETY | |||||||
| 11 OLD ROUTE 28 | OSSIPPE | NH | 03864 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| BOZEMAN UNITED METHODIST | |||||||
| 121 S WILSON AVE | BOZEMAN | MT | 59715 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| UNICEF USA | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| 1301 N MAIN STREET | CHAMBERLAIN | SD | 57325 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| USA FOR UNHCR | |||||||
| 1310 L ST NW STE 450 | WASHINGTO | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 |
| JAMESTOWN DISCOVERY APVA | |||||||
| 1368 COLONIAL PKWY | RICHMOND | VA | 23081 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| MEAN STREET MINISTRY | |||||||
| 1380 AMMONS STREET | LAKEWOOD | CO | 80214 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| BOZEMAN LODGE 18 | |||||||
| 14 S TRACY AVE | BOZEMAN | MT | 59715 | NONE | PUBLIC CHARITY | GENERAL FUND | $85 |
| MAINE PUBLIC RADIO | |||||||
| 1450 LIBSON STREET | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| BIG BROTHERS AND BIG SISTERS | |||||||
| 15 S 8TH AVE | BOZEMAN | MT | 59715 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,600 |
| LAKES REGION CONSERVATION TRUST | |||||||
| 156 DANE ROAD | CENTER HARBOR | NH | 03226 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| WILLISTON IMMANUEL UNITED CHURCH | |||||||
| 156 HIGH STREET | PORTLAND | ME | 04101 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| LOAVES & FISHES | |||||||
| 1630 SHERIDAN ROAD | WILMETTE | IL | 60091 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| REICHE SCHOOL | |||||||
| 166 BRACKETT ST | PORTLAND | ME | 04102 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| ROCKLAND COMM CHURCH | |||||||
| 17 S MT VERNON COUNTRY CLUB RD | GOLDEN | CO | 80401 | NONE | PUBLIC CHARITY | GENERAL FUND | $710 |
| WOLFEBORO AREA CHILDRENS' CENTER | |||||||
| 180 S MAIN STREET | WOLFEBORO | NH | 03894 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| UNIVERSITY OF WISCONSIN FDN | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | PUBLIC CHARITY | GENERAL FUND | $350 |
| WAKEFIELD HERITAGE COMMISSION | |||||||
| 2 HIGH STREET | SANBORNVILLE | NH | 03872 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 |
| DONOR ALLIANCE | |||||||
| 200 SPRUCE ST SUITE 200 | DENVER | CO | 80230 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| MONTANA STATE | |||||||
| 211 MONTANA HALL | BOZEMAN | MT | 59717 | NONE | PUBLIC CHARITY | GENERAL FUND | $725 |
| BOBCAT CLUB - MSU | |||||||
| 211 MONTANA HALL | BOZEMAN | MT | 59717 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CHANCE TO CHANGE | |||||||
| 2113 WEST BRITTON ROAD | THE VILLAGE | OK | 73120 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| LIFE MINISTRIES | |||||||
| 250 MEADOW LANE | CONESTOGA | PA | 17516 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| NHPBS | |||||||
| 268 MAST ROAD | DURHAM | NH | 03824 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| BALDWIN WALLACE COLLEGE | |||||||
| 275 EASTLAND RD | BEREA | OH | 44017 | NONE | PUBLIC CHARITY | GENERAL FUND | $750 |
| VISTA DE LA MONTANA UNITED METHODIST | |||||||
| 3001 E MIRAVISTA LN | TUSCON | AZ | 85739 | NONE | PUBLIC CHARITY | GENERAL FUND | $150 |
| GEORGE WASHINGTON'S MOUNT VERNON | |||||||
| 3200 MOUNT VERNON HWY | MT VERNON | VA | 22121 | NONE | PUBLIC CHARITY | GENERAL FUND | $50 |
| GLOBAL DOWN SYNDROME FUND | |||||||
| 3239 E 2ND AVE | DENVER | CO | 80206 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| SAN DIEGO PUBLIC LIB FDT | |||||||
| 330 PARK BOULEVARD | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| WARRIORS AND QUIET WATERS FOUNDATION | |||||||
| 351 EVERGREEN DR STE A | BOZEMAN | MT | 59715 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| THE SALVATION ARMY | |||||||
| 36 ROWE CT | LACONIA | NH | 03246 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| NH BOAT MUSEUM | |||||||
| 399 CENTER STREET | WOLFEBORO | NH | 03894 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| AMERICAN RED CROSS | |||||||
| 444 SHERMAN ST | DENVER | CO | 80203 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| CYSTIC FIBROSIS SOCIETY | |||||||
| 4550 MONTGOMERY AVE SUITE 1100 N | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 51 BLOSSOM ST | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| GALLATIN VALLEY FOODBANK | |||||||
| 602 BOND ST | BOZEMAN | MT | 59715 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| 660 PARRINGTON OVAL | NORMAN | OK | 73019 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| VILAR PERFORMING ARTS CENTER | |||||||
| 68 AVONDALE LANE | BEAVER CREEK | CO | 81620 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| MONMOUTH COLLEGE | |||||||
| 700 E BROADWAY | MONMOUTH | IL | 61462 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| WOODSON ART MUSEUM | |||||||
| 700 N 12TH STREET | WAUSAU | WI | 54403 | NONE | PUBLIC CHARITY | GENERAL FUND | $350 |
| ST MARY'S CATHOLIC SCHOOL | |||||||
| 716 MARKET STREET | MARATHON CITY | WI | 54448 | NONE | PUBLIC CHARITY | GENERAL FUND | $50 |
| ROUNDUP RIVER RANCH | |||||||
| 8333 COLORADO RIVER RD | GYPSUM | CO | 81637 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| KAPPA ALPHA THETA FDT | |||||||
| 8740 FOUNDERS ROAD | INDIANAPOLIS | IN | 46268 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 903 S 17TH AVE B | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| ST LABRE INDIAN SCHOOL | |||||||
| E TONGUE RIVER | ASHLAND | MT | 59003 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| SPANISH PEAKS COMMUNITY FOUNDATION | |||||||
| PO BOX 161303 | BIG SKY | MT | 59716 | NONE | PUBLIC CHARITY | GENERAL FUND | $200 |
| SACAJAWEHA AUDOBON SOCIETY | |||||||
| PO BOX 1711 | BOZEMAN | MT | 59771 | NONE | PUBLIC CHARITY | GENERAL FUND | $25 |
| SCRIPPS HEALTH FOUNDATION | |||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| FELLOWSHIP HALL | |||||||
| PO BOX 296 | PALM DESERT | CA | 92261 | NONE | PUBLIC CHARITY | GENERAL FUND | $300 |
| WOLFEBOR CHILDREN'S CHRISTMAS FUND | |||||||
| PO BOX 547 | WOLFEBORO | NH | 03894 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| END 68 HOURS OF HUNGER | |||||||
| PO BOX 676 | SOMERSWORTH | NH | 03878 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| BROWN UNIVERSITY | |||||||
| PROVIDENCE | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,195 | 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 | $16,718 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,278 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,504 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,500 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,500 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,760 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,760 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | COMMONWEALTH - FIXED INCOME | BondNm |
| EOY Book Value | $197,661 | EOYBookValueAmt |
| EOYFMV | $189,364 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMONWEALTH - EQUITIES | StockNm |
| EOY Book Value | $71,825 | EOYBookValueAmt |
| EOYFMV | $366,544 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMMONWEALTH - OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $72,048 | BookValueAmt |
| EOYFMV | $73,787 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS - ADMIN | Desc |
| Revenue And Expenses Per Books | $151 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $151 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| HUGOTON ROYALTY TRUST COM | $35 | $35 | $35 |
| JP MORGAN CHASE | $1,243 | $1,243 | $1,243 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMMONWEALTH FEE | CategoryTxt |
| Amt | $2,961 | Amt |
| Net Investment Income | $2,961 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $63 | $0 | $0 |
| FOREIGN TAXES PAID | $730 | $730 | $0 |