FREEMAN FAM FOUNDATION TEST TUA 111800: Form 990PF, tax year 2018
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- Organization
- FREEMAN FAM FOUNDATION TEST TUA 111800 (EIN 36-7346240)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201941339349100759
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T08:12:11-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 743177811 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wanda C Dill CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Rockland Avenue | AddressLine1Txt |
| City | Lake Bluff | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60044 | 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 | 367346240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Freeman Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 4022226336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 Little Mission Creek PO Box 1295 | AddressLine1Txt |
| City | Livingston | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59047 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE A FREEMAN JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3129232806 | PhoneNum |
| Signature | 2019-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wanda C Dill | PreparerPersonNm |
| PTIN | P00073436 | PTIN |
| Phone | 8472341933 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.101.80.51 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-28 | IPDt |
| IP Tm | 13:18:25 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8684CA943C15DC324543E24EAC35802933BC6328 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8684CA943C15DC324543E24EAC35802933BC6328 | 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 | $2,483,952 | 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 | $225,625 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,612 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,612 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,424 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,424 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,081 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,128,987 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,081 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $350,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,117 | 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 | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,285 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,285 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,952 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,952 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,437 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $228,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $228,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $255,752 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,437 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $228,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $94,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,680 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $413,595 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $413,595 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $3,965 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $3,965 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $478,975 | CorporateStockBOYAmt |
| Corporate Stock EOY | $409,856 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $543,846 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $665,428 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $560,179 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $552,173 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,105,762 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,100,926 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $970,373 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,321,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,488,521 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,483,952 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $793,622 | CapitalStockBOYAmt |
| Capital Stock EOY | $865,205 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,528,326 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,623,316 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,321,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,488,521 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,321,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,488,521 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,321,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $94,990 | ExcessRevenueOverExpensesAmt |
| Other Increases | $71,583 | OtherIncreasesAmt |
| Subtotal | $2,488,521 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,488,521 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY 025801 | D | $1,360 | $1,430 | -$70 | -$70 |
| FIDELITY 025801 | D | $149,012 | $150,789 | -$1,777 | -$1,777 |
| FIDELITY 025801 | D | $35,000 | $34,846 | $154 | $154 |
| FIDELITY 277728 | D | $117,348 | $128,300 | -$10,952 | -$10,952 |
| FIDELITY 277728 | D | $209,083 | $232,293 | -$23,210 | -$23,210 |
| FIDELITY 277726 | D | $16,201 | $19,102 | -$2,901 | -$2,901 |
| FIDELITY 277726 | D | $197,084 | $232,328 | -$35,244 | -$35,244 |
| FIDELITY 901580 | D | $901 | $766 | $135 | $135 |
| FIDELITY 901580 | D | $120,122 | $97,577 | $22,545 | $22,545 |
| FIDELITY 901571 | D | $222,259 | $141,678 | $80,581 | $80,581 |
| FIDELITY 901571 | D | $28,645 | $9,797 | $18,848 | $18,848 |
| Capital Gains Dividends | P | $31,972 | $31,972 | $31,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,081 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $339,769 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,514,564 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.135120 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $241,836 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,186,452 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.110607 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $255,082 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,212,354 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.115299 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $217,061 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,208,585 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098281 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $113,428 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,988,276 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057048 | DistributionYr5Rt |
| Total Distribution | 0.516355 | TotalDistributionRt |
| Average Distribution | 0.103271 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,538,400 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $262,143 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $977 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $263,120 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $228,315 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,954 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,954 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,954 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $46 | OverpaymentAmt |
| Applied To ES Tax | $46 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LEE A FREEMAN JR TRUSTEE | IndividualWithBooksNm |
| Phone | 4042226336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 LITTLE MISSION CREEK ROAD | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| LEE A FREEMAN JR | ||||||||
| 52 LITTLE MISSION CREEK ROAD | LIVINGSTON | MT | 59047 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CRISPIN FREEMAN | ||||||||
| 52 LITTLE MISSION CREEK ROAD | LIVINGSTON | MT | 59047 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CLARK FREEMAN | ||||||||
| 52 LITTLE MISSION CREEK ROAD | LIVINGSTON | MT | 59047 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CASSIDY FREEMAN | ||||||||
| 52 LITTLE MISSION CREEK ROAD | LIVINGSTON | MT | 59047 | TRUSTEE | 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 | $2,354,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,577,056 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,577,056 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,656 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,538,400 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,954 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,954 | TotalTaxAmt |
| Distributable Before Adj | $124,966 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $124,966 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $124,966 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $228,315 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $228,315 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $228,315 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,966 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $93,193 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $147,660 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $136,133 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $218,007 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $594,993 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $228,315 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,966 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $103,349 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $698,342 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $698,342 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $93,193 | ExcessFromYear4Amt |
| Excess From Year3 | $147,660 | ExcessFromYear3Amt |
| Excess From Year2 | $136,133 | ExcessFromYear2Amt |
| Excess From Year1 | $218,007 | ExcessFromYear1Amt |
| Excess From Current Year | $103,349 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INSULIN FOR LIFE USA | |||||||
| 5745 SW 75TH | GAINESVILLE | FL | 32608 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $550 |
| AMERICAN FRIENDS OF THE CZECH REPUBLIC | |||||||
| 4410 MASSACHUSETTS AVE | WASHINGTON | DC | 20016 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $100 |
| AMERICAN PRAIRIE RESERVE | |||||||
| P O BOX 908 | BOZEMAN | MT | 59771 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $100 |
| CASA OF PARK AND SWEET GRASS COUNTIES | |||||||
| P O BOX 1827 | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $2,000 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $500 |
| COUNTERPOINT | |||||||
| 116 E LEWIS ST | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $1,000 |
| CLASSICS FOR KIDS FOUNDATION | |||||||
| P O BOX 5977 | HOLLISTON | MA | 01746 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $8,950 |
| FRIENDS OF MONTANA PBS | |||||||
| P O BOX 10715 | BOZEMAN | MT | 59719 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $60 |
| GRAYWOLF PRESS | |||||||
| 250 THIRD AVE | MINNEAPOLIS | MN | 55401 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $6,000 |
| EAGLE MOUNT | |||||||
| 6901 GOLDENSTEIN LANE | BOZEMAN | MT | 59718 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $250 |
| PROJECT HEALING WATERS | |||||||
| P O BOX 695 | LA PLATA | MD | 20646 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $500 |
| U S HOLOCAUST MUSEUM | |||||||
| 100 RANOL WALLENBURG | WASHINGTON | DC | 20024 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $500 |
| INTERMOUNTAIN OPERA ASSOCIATION | |||||||
| P O BOX 37 | BOZEMAN | MT | 59771 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $5,000 |
| JDRF | |||||||
| 1 N LA SALLE | CHICAGO | IL | 60602 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $8,450 |
| JEWISH UNITED FUND | |||||||
| 30 SOUTH WELLS | CHICAGO | IL | 60606 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $35,000 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $25 |
| LIVINGSTON DEPOT FOUNDATION | |||||||
| P O BOX 1319 | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $30 |
| LIVINGSTON HEALTHCARE FOUNDATION | |||||||
| 504 S 13TH | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $100,000 |
| MIDDLEBURY COLLEGE | |||||||
| 14 OLD CHAPEL ROAD | MIDDLEBURY | VT | 05753 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $2,000 |
| MONTANA CHAMBER MUSIC SOCIETY | |||||||
| P O BOX 1506 | BOZEMAN | MT | 59771 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $3,000 |
| MONTANA LAND RELIANCE | |||||||
| 848 MAIN ST | BILLINGS | MT | 59103 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $15,725 |
| NATIONAL CZECH&SLOVAK MUSEUM | |||||||
| 1400 INSPIRATION PLACE | CEDAR RAPIDS | IA | 52404 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $5,000 |
| NEW VILLAGE GIRLS ACADEMY | |||||||
| 147 N OCCIDENTAL | LOS ANGELES | CA | 90026 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $3,000 |
| NORTHERN PLAINS COUNCIL | |||||||
| 220 S 27TH | BILLINGS | MT | 59101 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $40 |
| RISE MONTANA | |||||||
| 118 S MAIN ST | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $5,000 |
| PARK COUNTY ENVIRONMENTAL COUNCIL | |||||||
| P O BOX 164 | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $5,285 |
| SMITH COLLEGE | |||||||
| 23 ELM ST | NORTHAMPTON | MA | 01063 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $1,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 SOUTH HARPER | CHICAGO | IL | 60615 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $10,000 |
| STAFFORD ANIMAL SHELTER | |||||||
| 3 BUSINESS PARK ROAD | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $500 |
| THE SHANE CENTER | |||||||
| P O BOX 58 | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $5,000 |
| TESLOW PRESERVATION GROUP | |||||||
| P O BOX 2101 | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $150 |
| SEVEN ARROWS DBA LITTLE DOLPHINS BY THE SEA | |||||||
| 1812 STANFORD STREET | SANTA MONICA | CA | 90404 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $1,500 |
| LATIN SCHOOL OF CHICAGO | |||||||
| 59 W NORTH BLVD | CHICAGO | IL | 60610 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $2,000 |
| USO | |||||||
| P O BOX 96860 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $228,315 | 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 |
| Related Or Exempt Function Incm | $11,612 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $33,424 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $80,081 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $125,117 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,117 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | All income will be used for future charitable purposes. |
| 4 | All income will be used for future charitable purposes. |
| 8 | All income will be used for future charitable purposes. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE A FREEMAN CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 LITTLE MISSION CREEK ROAD | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $225,625 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CORPORATE STOCKS AND BONDS | NoncashPropertyDesc |
| Fair Market Value | $225,625 | FairMarketValueAmt |
| Received | 2018-08-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $3,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $560,179 | EOYBookValueAmt |
| EOYFMV | $552,173 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $409,856 | EOYBookValueAmt |
| EOYFMV | $543,846 | EOYFMVAmt |
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 | $1,100,926 | BookValueAmt |
| EOYFMV | $970,373 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Account Fees | $19,829 | $19,829 | $0 |
| Filing fee | $15 | $15 | $0 |
| Administration expenses | $2,108 | $2,108 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain | Desc |
| Amt | $71,583 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE A FREEMAN CHARITABLE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 LITTLE MISSION CREEK ROAD | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59047 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes | CategoryTxt |
| Amt | $2,285 | Amt |
| Net Investment Income | $2,285 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |