FREEMAN FAM FOUNDATION TEST TUA 111800: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FREEMAN FAM FOUNDATION TEST TUA 111800 (EIN 36-7346240)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-16
- IRS object ID
- 201721679349100302
- Schema version
- 2016v3.0
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-16T12:39:31-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-24 | 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 | 71.201.59.86 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-24 | IPDt |
| IP Tm | 14:13:16 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0E98FCBD973B7F40098A521BC7AE16776B402A1E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0E98FCBD973B7F40098A521BC7AE16776B402A1E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,399,029 | 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 | $220,461 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,052 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,052 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,043 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,043 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $179,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,327,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $179,170 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $424,726 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,265 | 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 | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,366 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,366 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,142 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,142 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,963 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,963 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,271 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $243,646 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $243,646 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $266,917 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,271 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $243,646 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $157,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $180,994 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,639 | CashBOYAmt |
| Cash EOY | $151,351 | CashEOYAmt |
| Cash EOYFMV | $151,351 | CashEOYFMVAmt |
| US Government Obligations BOY | $165,296 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $125,561 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $125,211 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $495,622 | CorporateStockBOYAmt |
| Corporate Stock EOY | $544,506 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $671,904 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $294,488 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $333,637 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $334,211 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,018,190 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,130,675 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,116,352 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,008,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,285,730 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,399,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $728,476 | CapitalStockBOYAmt |
| Capital Stock EOY | $848,162 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,279,759 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,437,568 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,008,235 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,285,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,008,235 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,285,730 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,008,235 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $157,809 | ExcessRevenueOverExpensesAmt |
| Other Increases | $119,686 | OtherIncreasesAmt |
| Subtotal | $2,285,730 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,285,730 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY TRANSACTIONS | P | $27,067 | $26,381 | $686 | $686 |
| FIDELITY TRANSACTIONS | P | $54,200 | $66,103 | -$11,903 | -$11,903 |
| FIDELITY TRANSACTIONS | P | $26,522 | $26,864 | -$342 | -$342 |
| FIDELITY TRANSACTIONS | P | $146,429 | $156,448 | -$10,019 | -$10,019 |
| FIDELITY TRANSACTIONS | P | $691,262 | $562,224 | $129,038 | $129,038 |
| FIDELITY TRANSACTIONS | P | $3,608 | $2,603 | $1,005 | $1,005 |
| FIDELITY TRANSACTIONS | P | $64,940 | $6,494 | $58,446 | $58,446 |
| FIDELITY TRANSACTIONS | P | $50,489 | $50,082 | $407 | $407 |
| FIDELITY TRANSACTIONS | P | $177,902 | $179,736 | -$1,834 | -$1,834 |
| FIDELITY TRANSACTIONS | P | $72,615 | $71,531 | $1,084 | $1,084 |
| Capital Gains Dividends | P | $12,602 | $12,602 | $12,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $179,170 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $255,082 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,212,354 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.115299 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $217,061 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,208,585 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.098281 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,428 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,988,276 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057048 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,531 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,523,868 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058096 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,257 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,336,283 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028629 | DistributionYr5Rt |
| Total Distribution | 0.357353 | TotalDistributionRt |
| Average Distribution | 0.071471 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,186,452 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $156,268 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,810 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $158,078 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $243,646 | 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 | $1,810 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,810 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,810 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $577 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,077 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $25 | EsPenaltyAmt |
| Overpayment | $1,242 | OverpaymentAmt |
| Applied To ES Tax | $1,242 | 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 |
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 | $2,129,298 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,450 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,219,748 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,219,748 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,296 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,186,452 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,810 | TotalTaxAmt |
| Distributable Before Adj | $107,513 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $107,513 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $107,513 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $243,646 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $243,646 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,810 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $241,836 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $107,513 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $93,193 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $147,660 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $240,853 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $243,646 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $107,513 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $136,133 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $376,986 | 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 | $376,986 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $93,193 | ExcessFromYear2Amt |
| Excess From Year1 | $147,660 | ExcessFromYear1Amt |
| Excess From Current Year | $136,133 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COUNTERPOINT | |||||||
| 116 E LEWIS ST | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $1,000 |
| FRIENDS OF MONTANA PBS | |||||||
| P O BOX 10715 | BOZEMAN | MT | 59719 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $70 |
| GRAYWOLF PRESS | |||||||
| 250 THIRD AVE | MINNEAPOLIS | MN | 55401 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $8,500 |
| HEAL THE BAY | |||||||
| 1444 9TH ST | SANTA MONICA | CA | 90401 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $2,000 |
| HUMANE SOCIETY OF PARK CNTY | |||||||
| 3 BUSINESS PARK ROAD | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $300 |
| INTERMOUNTAIN OPERA ASSOCIATION | |||||||
| P O BOX 37 | BOZEMAN | MT | 59771 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $1,000 |
| JEWISH UNITED FUND | |||||||
| 30 SOUTH WELLS | CHICAGO | IL | 60606 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $20,000 |
| 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 | $79,146 |
| MIDDLEBURY COLLEGE | |||||||
| 14 OLD CHAPEL ROAD | MIDDLEBURY | VT | 05753 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $2,100 |
| MONTANA CHAMBER MUSIC SOCIETY | |||||||
| P O BOX 1506 | BOZEMAN | MT | 59771 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $2,500 |
| MONTANA LAND RELIANCE | |||||||
| 848 MAIN ST | BILLINGS | MT | 59103 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $7,500 |
| NEW VILLAGE GIRLS ACADEMY | |||||||
| 147 N OCCIDENTAL | LOS ANGELES | CA | 90026 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $5,000 |
| MONTANA PRESERVATION ALLIANCE | |||||||
| 120 REEDERS ALLEY | HELENA | MT | 59601 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $50 |
| PARK COUNTY COMMUNITY FOUNDATION | |||||||
| 523 N 3RD | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $500 |
| CANCER FOUNDATION | |||||||
| P O BOX 5038 | SANTA FE | NM | 87502 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $250 |
| NORTHSIDE PARK & SOCCER FIELDS PROJECT | |||||||
| P O BOX 556 | LIVINGSTON | MT | 59047 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $7,500 |
| USO | |||||||
| P O BOX 96860 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $250 |
| SEA SHEPERD | |||||||
| P O BOX 8628 | ALEXANDRIA | VA | 22306 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $1,000 |
| MEALS ON WHEELS | |||||||
| 1823-A MICHIGAN AVE | SANTA MONICA | CA | 90404 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $1,000 |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH | LOS ANGELES | CA | 90013 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $1,000 |
| SALVATION ARMY | |||||||
| P O BOX 952 | SANTA MONICA | CA | 90406 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $1,000 |
| BIG SKY BRAVERY | |||||||
| P O BOX 3206 | BOZEMAN | MT | 59772 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $100 |
| UNIVERSITY OF MONTANA FOUNDATION | |||||||
| P O BOX 7159 | MISSOULA | MT | 59807 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $100,000 |
| AMERICAN PRAIRIE RESERVE | |||||||
| P O BOX 908 | BOZEMAN | MT | 59771 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $100 |
| AMERICANS FOR RESPONSIBLE SOLUTIONS | |||||||
| P O BOX 51196 | WASHINGTON | DC | 20091 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $100 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $150 |
| SEVEN ARROWS | |||||||
| 1812 STANFORD ST | SANTA MONICA | CA | 90404 | NONE | 501(C)(3) - PUBLIC | DONATION TO GENERAL FUND | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $243,646 | 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 | $10,052 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $15,043 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $179,170 | 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 | $204,265 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $204,265 | 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 | $220,461 | 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 | $220,461 | FairMarketValueAmt |
| Received | 2016-12-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $2,800 | 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 | $333,637 | EOYBookValueAmt |
| EOYFMV | $334,211 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $544,506 | EOYBookValueAmt |
| EOYFMV | $671,904 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $125,561 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $125,211 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 | $1,130,675 | BookValueAmt |
| EOYFMV | $1,116,352 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $15 | $15 | $0 |
| INVESTMENT EXPENSE | $16,948 | $16,948 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain | Desc |
| Amt | $119,686 | 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 PAID | CategoryTxt |
| Amt | $1,366 | Amt |
| Net Investment Income | $1,366 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |