DARCY LYNN DENGEL FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DARCY LYNN DENGEL FOUNDATION INC (EIN 26-3565114)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-01-23
- IRS object ID
- 201720239349100102
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-23T09:45:55-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810385940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON ZURMUEHLEN & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 10TH STREET SOUTH | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59401 | 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 | 263565114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DARCY LYNN DENGEL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DARC | BusinessNameControlTxt |
| Phone | 4065353717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 NE WASHINGTON ST | AddressLine1Txt |
| City | LEWISTOWN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59457 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICH DENGEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4065353717 | PhoneNum |
| Signature | 2017-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA GUSCHAUSKY | PreparerPersonNm |
| PTIN | P00185763 | PTIN |
| Phone | 4067270888 | PhoneNum |
| Preparation | 2017-01-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.146.110.11 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-01-16 | IPDt |
| IP Tm | 17:11:30 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $379,502 | 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 | $31,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,043 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,152 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,088 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,331 | 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 | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $567 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $567 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,084 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,084 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $340 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,179 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,651 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $567 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,651 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,567 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,091 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,680 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,429 | CashBOYAmt |
| Cash EOY | $7,334 | CashEOYAmt |
| Cash EOYFMV | $7,334 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,131 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,210 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,210 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $376,267 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $362,192 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $361,958 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $391,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $379,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $379,502 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $391,827 | CapitalStockBOYAmt |
| Capital Stock EOY | $379,736 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $391,827 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $379,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $391,827 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $379,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $391,827 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,091 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $379,736 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $379,736 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 150.376 SH MFS INTERNATIONAL | 2015-03-17 | 2016-01-19 | $5,000 | $5,505 | -$505 | -$505 |
| 184.026 SH WELLS FARGO SPECIAL MID CAP | 2015-03-17 | 2016-01-19 | $5,000 | $6,088 | -$1,088 | -$1,088 |
| 109.738 SH TEMPLETON GLOBAL | 2016-01-01 | 2016-06-20 | $1,220 | $1,256 | -$36 | -$36 |
| 593.824 SH DEUTSCHE FLOATING | 2011-07-20 | 2016-01-19 | $5,000 | $5,537 | -$537 | -$537 |
| 2538.071 SH FRANKLIN INCOME | 2009-09-11 | 2016-01-19 | $5,000 | $4,924 | $76 | $76 |
| 107.852 SH FUNDAMENTAL INVESTORS | 2009-09-11 | 2016-01-19 | $5,000 | $3,290 | $1,710 | $1,710 |
| 325.071 SH OAKMARK EQUITY | 2009-09-11 | 2016-01-19 | $8,679 | $8,000 | $679 | $679 |
| 49.461 SH OAKMARK EQUITY | 2009-11-12 | 2016-01-19 | $1,321 | $1,249 | $72 | $72 |
| 535.332 SH JPMORGAN | 2013-03-26 | 2016-01-19 | $5,000 | $5,409 | -$409 | -$409 |
| 209.644 SH T ROWE PRICE | 2014-01-24 | 2016-01-19 | $5,000 | $5,329 | -$329 | -$329 |
| 282.167 SH THORNBURG INVESTMENT INCOME | 2012-10-25 | 2016-01-19 | $5,000 | $5,313 | -$313 | -$313 |
| 409.695 SH TEMPLETON GLOBAL | 2010-01-01 | 2016-06-20 | $4,556 | $5,295 | -$739 | -$739 |
| 2900.653 SH TEMPLETON GLOBAL | 2013-03-26 | 2016-06-20 | $32,255 | $40,000 | -$7,745 | -$7,745 |
| RAYMOND JAMES CAPITAL GAIN DIST | 2010-01-01 | 2016-12-31 | $2,121 | $2,121 | $2,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,043 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,544 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $390,262 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055204 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,261 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $407,088 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074335 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,275 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $387,155 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083365 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,321 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $358,443 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053903 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,322 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $348,177 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.118681 | DistributionYr5Rt |
| Total Distribution | 0.385488 | TotalDistributionRt |
| Average Distribution | 0.077098 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $368,412 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,404 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $87 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,491 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,567 | 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 | $87 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $87 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $87 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $87 | 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 | MT | 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 | WWW.DARCYSPLACE.ORG | WebsiteAddressTxt |
| Individual With Books | PAM GUSCHAUSKY | IndividualWithBooksNm |
| Phone | 4067270888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 10TH ST S | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59401 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD J DENGEL | ||||||||
| 104 NE WASHINGTON ST | LEWISTOWN | MT | 59457 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| DONNA L DENGEL | ||||||||
| 104 NE WASHINGTON ST | LEWISTOWN | MT | 59457 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| GREGORY G PINSKI | ||||||||
| 3405 11TH ST NE | GREAT FALLS | MT | 59404 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAWN DENGEL O'LEARY | ||||||||
| 87 STONE MILL LANE | GREAT FALLS | MT | 59405 | SEC/TREAS | 1.00 | $0 | $0 | $0 |
| MIKE MILBURN | ||||||||
| 520 3RD AVE N | GREAT FALLS | MT | 59401 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROB BEALL | ||||||||
| 520 3RD AVE N | GREAT FALLS | MT | 59401 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHY VAN TIGHEM | ||||||||
| 1405 4TH AVE N | GREAT FALLS | MT | 59401 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DENNIS GRUE | ||||||||
| 520 3RD AVE N | GREAT FALLS | MT | 59401 | DIRECTOR | 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 | $326,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,861 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $374,022 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $374,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $368,412 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,421 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,421 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87 | TotalTaxAmt |
| Distributable Before Adj | $18,334 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,334 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,334 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,567 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $44,567 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $87 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,480 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,334 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,054 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,657 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,335 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,451 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,371 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,868 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,567 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,334 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,233 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $74,101 | 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 | $20,054 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $54,047 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,657 | ExcessFromYear4Amt |
| Excess From Year3 | $13,335 | ExcessFromYear3Amt |
| Excess From Year2 | $10,451 | ExcessFromYear2Amt |
| Excess From Year1 | $2,371 | ExcessFromYear1Amt |
| Excess From Current Year | $26,233 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD J DENGEL | ContributingManagerNm |
| Contributing Manager | DONNA L DENGEL | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICH DONNA DENGEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 NE WASHINGTON | AddressLine1Txt |
| City | LEWISTOWN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4065353717 | RecipientPhoneNum |
| Form And Info And Materials | A COPY OF THE LETTER OF ACCEPTANCE INTO THE UPPER DIVISION OF AN ACCREDITED MONTANA COLLEGE OF NURSING OR MASTERS LEVEL PROGRAM MUST BE SUBMITTED ALONG WITH A COMPLETED APPLICATION FORM. A COPY OF A TRANSCRIPT REFLECTING A GPA OF AT LEAST 2.75 FROM THE LAST TWO YEARS OF ACADEMIC STUDY, IF STUDY OCCURRED WITHIN THE LAST FIVE YEARS. THREE LETTERS OF RECOMMENDATION MUST BE INCLUDED. A LETTER STATING HOW YOU WILL IMPROVE HEALTHCARE IN YOUR COMMUNITY IN THE FUTURE AND HOW YOU HAVE DEMONSTRATED THIS IN THE PAST AND PRESENT MUST BE INCLUDED TOO. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARROLL COLLEGE | |||||||
| 1601 BENTON AVE | HELENA | MT | 59625 | NONE | N/A | NURSING SCHOLARSHIPS | $8,000 |
| GONZAGA UNIVERSITY | |||||||
| 502 E BOONE AVE | SPOKANE | WA | 99202 | NONE | N/A | NURSING SCHOLARSHIPS | $2,000 |
| MONTANA STATE UNIVERSITY | |||||||
| COLLEGE ST 11TH AVE | BOZEMAN | MT | 59717 | NONE | N/A | NURSING SCHOLARSHIPS | $26,000 |
| PENSACOLA CHRISTIAN COLLEGE | |||||||
| 250 BRENT LN | PENSACOLA | FL | 32503 | NONE | N/A | NURSING SCHOLARSHIPS | $2,000 |
| MONTANA TECH | |||||||
| 1300 W PARK ST | BUTTE | MT | 59701 | NONE | N/A | NURSING SCHOLARSHIPS | $2,000 |
| SHERIDAN COLLEGE | |||||||
| 3059 COFFEE AVE | SHERIDAN | WY | 82801 | NONE | N/A | NURSING SCHOLARSHIPS | $2,000 |
| BENEDICTINE UNIVERSITY | |||||||
| 5700 COLLEGE RD | LISLA | IL | 60532 | NONE | N/A | NURSING SCHOLARSHIPS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,000 | 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 |
| Exclusion | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,324 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,043 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,288 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,288 | TotalIncomeProducingActyAmt |
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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RICH DONNA DENGEL | ||||||
| 1 | 104 NE WASHINGTON | LEWISTOWN | MT | 59457 | $31,000 | Yes (X) |
| MARK ANITA SMITH | ||||||
| 2 | 969 H ST | LEWISTOWN | MT | 59457 | $100 | Yes (X) |
| WILLIAM JEAN MULLETT-BAUER | ||||||
| 3 | 13375 SW ANGUS COURT | TIGARD | OR | 97224 | $250 | Yes (X) |
| RAYMOND JAMES FINANCIAL SERVICES INC | ||||||
| 4 | 777 E MAIN SUITE 202 | BOZEMAN | MT | 59715 | $100 | Yes (X) |
| ABIGAIL HUNTHAUSEN | ||||||
| 5 | 2713 GOLD RUSH AVE | HELENA | MT | 59601 | $250 | Yes (X) |
| JIM IRENE LOESSBERG | ||||||
| 6 | 777 E MAIN SUITE 202 | BOZEMAN | MT | 59715 | $100 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $567 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $567 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RAYMOND JAMES - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $362,192 | BookValueAmt |
| EOYFMV | $361,958 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $55 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,084 | Amt |
| Net Investment Income | $3,084 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $340 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |