HELEN L GURTNER HOO HOO CHARITABLE TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HELEN L GURTNER HOO HOO CHARITABLE TR (EIN 45-6802287)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-11
- IRS object ID
- 201601029349100710
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-11T17:13:41-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202302081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BINGHAM & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 MARCUS ST | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 598403136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456802287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELEN L GURTNER HOO HOO CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELE | BusinessNameControlTxt |
| Phone | 4063634656 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 RUNNING CREEK ST APT 207 | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN L GURTNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4063634656 | PhoneNum |
| Signature | 2016-04-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE W BINGHAM CPA | PreparerPersonNm |
| PTIN | P00183849 | PTIN |
| Phone | 4063635470 | PhoneNum |
| Preparation | 2016-04-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $168,549 | 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 | $101,076 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,155 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,155 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,062 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,630 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $112,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,785 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,155 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,422 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $63 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $34 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,416 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,416 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,901 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $34 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $34 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $105,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,340 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,121 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $909 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,281 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,281 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $69,249 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $173,229 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $166,209 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $19 | OtherAssetsBOYAmt |
| Other Assets EOY | $59 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $59 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $70,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $175,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $168,549 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $70,177 | UnrestrictedBOYAmt |
| Unrestricted EOY | $175,569 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $175,569 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $175,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $105,392 | ExcessRevenueOverExpensesAmt |
| Subtotal | $175,569 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $175,569 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CS CMDTY RET STR I | P | 2015-06-23 | 2015-12-09 | $2,548 | $3,224 | -$676 | -$676 |
| HRTFRD DIV GRW I | P | 2013-09-30 | 2015-06-23 | $33 | $31 | $2 | $2 |
| T ROWE BLUE CHP GRW | P | 2014-02-13 | 2015-12-22 | $385 | $349 | $36 | $36 |
| CS CMDTY RET STR I | P | 2015-10-13 | 2015-12-09 | $2,002 | $2,266 | -$264 | -$264 |
| HRTFRD DIV GRW I | P | 2013-12-17 | 2015-06-23 | $39 | $36 | $3 | $3 |
| T ROWE BLUE CHP GRW | P | 2014-12-15 | 2015-12-22 | $863 | $789 | $74 | $74 |
| EV PARA E/MKT I | P | 2015-06-23 | 2015-12-09 | $2,640 | $3,224 | -$584 | -$584 |
| HRTFRD DIV GRW I | P | 2014-01-02 | 2015-06-23 | $508 | $471 | $37 | $37 |
| THORN INTL VAL I | P | 2013-02-12 | 2015-05-05 | $830 | $776 | $54 | $54 |
| EV PARA E/MKT I | P | 2015-10-13 | 2015-12-09 | $2,103 | $2,264 | -$161 | -$161 |
| HRTFRD DIV GRW I | P | 2014-02-13 | 2015-06-23 | $36 | $37 | -$1 | -$1 |
| THORN INTL VAL I | P | 2013-02-12 | 2015-06-23 | $4,644 | $4,210 | $434 | $434 |
| T ROWE BLUE CHP GRW | P | 2015-01-12 | 2015-12-22 | $321 | $295 | $26 | $26 |
| HRTFRD DIV GRW I | P | 2013-07-01 | 2015-06-23 | $348 | $332 | $16 | $16 |
| THORN INTL VAL I | P | 2013-03-22 | 2015-06-23 | $20 | $18 | $2 | $2 |
| THORN INTL VAL I | P | 2014-06-26 | 2015-06-23 | $67 | $64 | $3 | $3 |
| HRTFRD DIV GRW I | P | 2014-02-13 | 2015-12-22 | $1,180 | $1,295 | -$115 | -$115 |
| THORN INTL VAL I | P | 2013-06-26 | 2015-06-23 | $36 | $31 | $5 | $5 |
| THORN INTL VAL I | P | 2014-09-25 | 2015-06-23 | $44 | $42 | $2 | $2 |
| JPM COR BD A | P | 2013-02-12 | 2015-06-23 | $4,345 | $4,472 | -$127 | -$127 |
| THORN INTL VAL I | P | 2013-09-26 | 2015-06-23 | $18 | $17 | $1 | $1 |
| THORN INTL VAL I | P | 2014-11-20 | 2015-06-23 | $810 | $710 | $100 | $100 |
| JPM COR BD A | P | 2013-02-12 | 2015-06-23 | $22 | $23 | -$1 | -$1 |
| THORN INTL VAL I | P | 2013-12-27 | 2015-06-23 | $5 | $5 | ||
| THORN INTL VAL I | P | 2014-12-26 | 2015-06-23 | $19 | $16 | $3 | $3 |
| JPM COR BD A | P | 2013-02-12 | 2015-06-23 | $24 | $25 | -$1 | -$1 |
| THORN INTL VAL I | P | 2014-02-13 | 2015-06-23 | $3,394 | $3,240 | $154 | $154 |
| THORN INTL VAL I | P | 2015-01-12 | 2015-06-23 | $155 | $131 | $24 | $24 |
| CLRBRDG SM CP GRW | P | 2013-02-12 | 2015-06-23 | $2,851 | $2,077 | $774 | $774 |
| DREMAN SM CP VAL I | P | 2013-12-27 | 2015-06-23 | $2,138 | $2,117 | $21 | $21 |
| FPA NEW INCM | P | 2013-02-12 | 2015-12-22 | $1,296 | $1,377 | -$81 | -$81 |
| CLRBRDG SM CP GRW | P | 2013-12-16 | 2015-06-23 | $4 | $4 | ||
| DREMAN SM CP VAL I | P | 2014-02-13 | 2015-06-23 | $1,249 | $1,206 | $43 | $43 |
| FPA NEW INCM | P | 2013-02-12 | 2015-12-22 | $74 | $78 | -$4 | -$4 |
| CLRBRDG SM CP GRW | P | 2013-12-16 | 2015-06-23 | $71 | $63 | $8 | $8 |
| D A DAVIDSON -WASH SALES ADJUSTMENT | P | 2015-12-31 | 2015-12-31 | $120 | $120 | $120 | |
| HRTFRD DIV GRW I | P | 2013-02-12 | 2015-06-23 | $6,238 | $5,313 | $925 | $925 |
| CLRBRDG SM CP GRW | P | 2013-12-16 | 2015-06-23 | $401 | $387 | $14 | $14 |
| HRTFRD DIV GRW I | P | 2013-03-27 | 2015-06-23 | $28 | $25 | $3 | $3 |
| T ROWE BLUE CHP GRW | P | 2013-02-12 | 2015-06-23 | $12,580 | $8,227 | $4,353 | $4,353 |
| HRTFRD DIV GRW I | P | 2013-07-01 | 2015-06-23 | $33 | $30 | $3 | $3 |
| T ROWE BLUE CHP GRW | P | 2014-02-13 | 2015-06-23 | $3,521 | $3,116 | $405 | $405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,630 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,407 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,966 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $1,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $63 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,000 | 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 | $63 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $63 | SubtotalAmt |
| Tax Based On Investment Income | $63 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $63 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HELEN L GURTNER | IndividualWithBooksNm |
| Phone | 4063634656 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 RUNNING CREEK ST APT 207 | AddressLine1Txt |
| Address Line2 | 841 RUNNING CREEK ST APT 207 | AddressLine2Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN L GURTNER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 RUNNING CREEK ST | AddressLine1Txt |
| Address Line2 | APT 207 | AddressLine2Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ENDOWMENT FUND FOR THE BENEFIT OF THE CHURCH. | Description1Txt |
| Expenses1 | $4,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $63 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,937 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $4,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $4,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,000 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2012-03-12 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,000 | CurrentYearAmt |
| Year1 | $2,000 | Year1Amt |
| Year2 | $1,000 | Year2Amt |
| Total | $7,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,000 | CurrentYearAmt |
| Year1 | $2,000 | Year1Amt |
| Year2 | $1,000 | Year2Amt |
| Total | $7,000 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELEN L GURTNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CORVALLIS UNITED METHODIST CHURCH | |||||||
| CORVALLIS UNITED METHODIST CHURCH | 352 CEMETERY RD | 352 CEMETERY RD | CORVALLIS | MT | 59828 | CHURCH MAINTENENCE | $2,000 |
| CORVALLIS UNITED METHODIST CHURCH | |||||||
| CORVALLIS UNITED METHODIST CHURCH | 352 CEMETERY RD | 352 CEMETERY RD | CORVALLIS | MT | 59828 | SCHOLARSHIP | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,155 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,062 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,217 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,217 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HELEN L GURTNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 RUNNING CREEK ST APT 207 | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $101,076 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,422 | Amt |
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 | $173,229 | BookValueAmt |
| EOYFMV | $166,209 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $19 | BOYBookValueAmt |
| EOY Book Value | $59 | EOYBookValueAmt |
| EOYFMV | $59 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MANAGED ASSETS MNGMNT FEE | $1,416 | $1,416 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX | $29 | $29 | |
| SECTION 4940 EXCISE TAX | $34 | $34 |