DARCY LYNN DENGEL FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DARCY LYNN DENGEL FOUNDATION INC (EIN 26-3565114)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-02-09
- IRS object ID
- 201540409349100009
- Schema version
- 2014v5.0
- 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 | 2015-02-09T16:37:08-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-01-29 | 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 | 2015-01-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $403,371 | 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 | $19,440 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,513 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,513 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,189 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $68,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,189 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,146 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,706 | 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 | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $533 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $533 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,023 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,023 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $209 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,892 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,556 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $533 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,892 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,556 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,533 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,150 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,261 | CashBOYAmt |
| Cash EOY | $5,392 | CashEOYAmt |
| Cash EOYFMV | $5,392 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,701 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,907 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,907 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $324,121 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $332,038 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $349,072 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $371,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $386,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $403,371 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $371,083 | CapitalStockBOYAmt |
| Capital Stock EOY | $386,337 | 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 | $371,083 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $386,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $371,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $386,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $371,083 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $386,337 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $386,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| RAYMOND JAMES LT CAP GAIN DIST | 2010-01-01 | 2014-12-31 | $6,958 | $6,958 | $6,958 | |
| 106.142 SH PIMCO | 2014-01-01 | 2014-01-24 | $1,049 | -$30 | -$30 | $1,079 |
| 7.035 SH IVY ASSET | 2013-12-13 | 2014-10-14 | $205 | -$13 | -$13 | $218 |
| 68.786 SH PIMCO ALL ASSET | 2010-01-01 | 2014-01-24 | $679 | -$89 | -$89 | $768 |
| 1784.121 SH PIMCO ALL ASSET | 2012-10-25 | 2014-01-24 | $17,627 | -$2,373 | -$2,373 | $20,000 |
| 60.964 SH IVY ASSET | 2010-01-01 | 2014-10-14 | $1,774 | $285 | $285 | $1,489 |
| 467.727 SH IVY ASSET | 2009-09-11 | 2014-10-14 | $13,611 | $3,611 | $3,611 | $10,000 |
| 448.632 SH IVY ASSET | 2009-11-12 | 2014-10-14 | $13,055 | $3,055 | $3,055 | $10,000 |
| 473.709 SH IVY ASSET | 2010-05-07 | 2014-10-14 | $13,785 | $3,785 | $3,785 | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,189 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,275 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $387,155 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083365 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,321 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $358,443 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053903 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,322 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $348,177 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.118681 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,590 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $325,581 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063241 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,976 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $315,689 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028433 | DistributionYr5Rt |
| Total Distribution | 0.347623 | TotalDistributionRt |
| Average Distribution | 0.069525 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $407,088 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,303 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $272 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,575 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,533 | 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 | $272 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $272 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $272 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $272 | 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 | ||||||||
| 2307 NORTHERN LIGHTS DR | GREAT FALLS | MT | 59401 | 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 AV 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 | $366,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $413,287 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $413,287 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,199 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $407,088 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $272 | TotalTaxAmt |
| Distributable Before Adj | $20,082 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,082 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,082 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,533 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,533 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $272 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,261 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,082 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $20,054 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,657 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,335 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,046 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,533 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,082 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,451 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $45,497 | 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 | $45,497 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $20,054 | ExcessFromYear3Amt |
| Excess From Year2 | $1,657 | ExcessFromYear2Amt |
| Excess From Year1 | $13,335 | ExcessFromYear1Amt |
| Excess From Current Year | $10,451 | 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 (6 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 | $10,000 |
| MONTANA STATE UNIVERSITY | |||||||
| COLLEGE ST 11TH AVE | BOZEMAN | MT | 59717 | NONE | N/A | NURSING SCHOLARSHIPS | $13,000 |
| NORTHWEST UNIVERSITY | |||||||
| 5520 108TH AVE | KIRKLAND | WA | 98033 | NONE | N/A | NURSING SCHOLARSHIPS | $2,000 |
| UNIVERSITY OF NORTH DAKOTA | |||||||
| 3501 UNIVERSITY AVE STOP 8157 | GRAND FORKS | ND | 582028157 | NONE | N/A | NURSING SCHOLARSHIPS | $1,000 |
| MSU NORTHERN | |||||||
| 300 13TH ST W | HAVRE | MT | 59501 | NONE | N/A | NURSING SCHOLARSHIP | $2,000 |
| NEVADA BOARD OF REGENTS | |||||||
| 2601 ENTERPRISE ROAD | RENO | NV | 89512 | NONE | N/A | NURSING SCHOLARSHIP | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | 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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,513 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,189 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,706 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,706 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GREGORY PINSKI | ||||||
| 1 | 3405 11TH ST NE | GREAT FALLS | MT | 59404 | $200 | Yes (X) |
| RICH DONNA DENGEL | ||||||
| 2 | 104 NE WASHINGTON | LEWISTOWN | MT | 59457 | $18,000 | Yes (X) |
| MARK ANITA SMITH | ||||||
| 3 | 969 H ST | LEWISTOWN | MT | 59457 | $200 | Yes (X) |
| WILLIAM JEAN MULLETT-BAUER | ||||||
| 4 | 13375 SW ANGUS COURT | TIGARD | OR | 97224 | $500 | Yes (X) |
| VARIOUS | ||||||
| 5 | VARIOUS | LEWISTOWN | MT | 59457 | $540 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $533 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $533 | 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 | $332,038 | BookValueAmt |
| EOYFMV | $349,072 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $60 | 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 | $2,023 | Amt |
| Net Investment Income | $2,023 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $209 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |