TREACY COMPANY: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TREACY COMPANY (EIN 81-0270257)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-29
- IRS object ID
- 201432109349100013
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-29T10:38:42-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dan Gruber & Co | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 N Sanders Street | AddressLine1 |
| City | Helena | City |
| State | MT | State |
| ZIP Code | 59601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810270257 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Treacy Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TREA | BusinessNameControlTxt |
| Phone | 4064433549 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1479 | AddressLine1 |
| City | Helena | City |
| State | MT | State |
| ZIP Code | 59624 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kimmy Skiftun | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2014-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dan Gruber CPA | PreparerPersonNm |
| PTIN | P00024405 | PTIN |
| Phone | 4064429112 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,955,034 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,380,044 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,380,044 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,067,171 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,308,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,067,171 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $123,963 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $123,963 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,571,178 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,571,178 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $68,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $51,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,711 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,178 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,533 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $272 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $272 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,809 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,809 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $43,111 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,409 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $36,702 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $835 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $835 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $17,999 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,500 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,499 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,606 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $437 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,169 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $180,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $173,478 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,055 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $323,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $206,109 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,767 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,708,115 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,708,115 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,031,991 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $206,109 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,825,882 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $539,187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,365,069 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,671 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,745,320 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,959,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,959,178 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $7,260 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $11,285 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $7,260 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $7,260 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $10,589,664 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,312,516 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,456,274 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,249,992 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,129,184 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,876,004 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,777,136 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,498,907 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,653,518 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,996 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,044 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,787 | LandBOYAmt |
| Land EOY | $1,952 | LandEOYAmt |
| Land EOYFMV | $1,500 | LandEOYFMVAmt |
| Other Assets BOY | $1,300 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,300 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,300 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $33,392,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,910,297 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,955,034 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,375 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,603 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,375 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,603 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $33,390,780 | UnrestrictedBOYAmt |
| Unrestricted EOY | $33,908,694 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,390,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,908,694 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,392,155 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,910,297 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,390,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $539,187 | ExcessRevenueOverExpensesAmt |
| Subtotal | $33,929,967 | SubtotalAmt |
| Other Decreases | $21,273 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,908,694 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,067,171 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $86,368 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,243,733 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,516,068 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03406 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,068,439 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,431,239 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03016 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $639,408 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,220,467 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02439 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $221,252 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,257,653 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05197 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $166,743 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,710,209 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06152 | DistributionYr5Rt |
| Total Distribution | 0.20209 | TotalDistributionRt |
| Average Distribution | 0.04042 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,362,748 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,550,546 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,651 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,574,197 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,825,882 | 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 | $23,651 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,651 | SubtotalAmt |
| Tax Based On Investment Income | $23,651 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $46,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $22,349 | OverpaymentAmt |
| Applied To ES Tax | $10,000 | AppliedToESTaxAmt |
| Refund | $12,349 | RefundAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.treacyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kimmy Skiftun | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4064433549 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1479 | AddressLine1 |
| City | Helena | City |
| State | MT | State |
| ZIP Code | 59624 | ZIPCode |
| 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Tom McCarvel | |||||||
| PO Box 1479 | Helena | MT | 59624 | Trustee | 1.00 | $2,000 | |
| Kelly O'Connell | |||||||
| PO Box 1479 | Helena | MT | 59624 | Trustee | 1.00 | $2,000 | |
| Don Campbell | |||||||
| PO Box 1479 | Helena | MT | 59624 | Chairman | 1.00 | $2,000 | |
| Mike Cooney | |||||||
| PO Box 1479 | Helena | MT | 59624 | Trustee | 1.00 | $2,000 | |
| Kimmy Skiftun | |||||||
| PO Box 1479 | Helena | MT | 59624 | Executive Direc | 40.00 | $60,000 | $4,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Wells Fargo | |||||
| PO Box 95021 | Henderson | NV | 890095021 | Investment advisor | $57,949 |
| Stifel Nicolaus | |||||
| One Financial Plaza 501 N Broadway | St Louis | MO | 63102 | Investment advisor | $74,232 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,609,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,327,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,060 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,946,952 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $38,946,952 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $584,204 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,362,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,918,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,918,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,651 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,651 | TotalTaxAmt |
| Distributable Before Adj | $1,894,486 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,894,486 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,894,486 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,825,882 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,825,882 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23,651 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,802,231 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,894,486 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,718,630 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,825,882 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,718,630 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $107,252 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,787,234 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Treacy Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1479 | AddressLine1 |
| City | Helena | City |
| State | MT | State |
| ZIP Code | 59624 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4064433549 | RecipientPhoneNum |
| Form And Info And Materials | Grant information and applications can be obtained at the website; treacyfoundation.org. Organizations that apply for grants must qualify as an exempt organization under I.R.C. Section 501(c)(3). The organization should submit a letter outlining the needs of the grant. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | May 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Treacy Foundation also awards scholarship grants to starting freshman and sophomore college students who are residents of Montana, Idaho, and North Dakota. The scholarships are generally $ 2,000.00 per year and are renewable for 4 years provided the student requests renewal each year. Scholarships are not offered to junior, senior or graduate college students. The grants are paid directly to the school to be applied to the student's account rather than to the student directly. Scholarship applicants can obtain the application form from the website - treacyfoundation.org.Upon receipt of the student's application form, the application is reviewed by the Scholarship Selection Committee which meets between the first and the fifteenth day of May. The applicant will then be notified of his/her selection or nonselection following the review of all applicants.Once the student has been selected for a Treacy Foundation scholarship, they will receive a preference for renewal provided they wri | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Archie Bray Foundation | ||||||
| 2915 County Club Avenue | Helena | MT | 59602 | PC | Capital campaign match. | $25,000 |
| Healthy Mothers Healthy Babies | ||||||
| 400 N Park Ave | Helena | MT | 59601 | PC | Assist with purchases of cribs. | $7,815 |
| Growing Friends of Helena | ||||||
| PO Box 709 | Helena | MT | 59624 | PC | Assist with community efforts to plant trees and shrubs | $250 |
| Various Higher Education Institutio | ||||||
| Various | Various | MT | 59601 | PC | College scholarships. | $181,000 |
| WestMont | ||||||
| 2708 Bozeman Ave | Helena | MT | 59601 | PC | Assistance with capital improvements projects. | $33,500 |
| Angel Fund | ||||||
| PO Box 7436 | Helena | MT | 59604 | PC | Provide coats for students. | $1,000 |
| Helena YMCA | ||||||
| 1200 Last Chance Gulch | Helena | MT | 59601 | PC | Capital campaign. | $192,500 |
| Carroll College | ||||||
| 1601 N Benton Ave | Helena | MT | 59625 | PC | Assist with facilty improvements. | $97,515 |
| Big Brothers and Sisters | ||||||
| 30 W 6th Ave | Helena | MT | 59601 | PC | Assist with purchase of copier. | $5,100 |
| Helena Symphony Society | ||||||
| PO Box 1073 | Helena | MT | 59624 | PC | Assist with funding support for operations. | $29,500 |
| Salish Kootenai College | ||||||
| 58138 US Hwy 93 | Pablo | MT | 59855 | PC | Higher education scholarships. | $2,500 |
| Student Assistance Foundation | ||||||
| 2500 Broadway | Helena | MT | 59601 | PC | Assist with funding general operations. | $5,000 |
| Holter Museum of Art | ||||||
| 12 East Lawrence | Helena | MT | 59601 | PC | Assist with purchase of computer equipment. | $5,000 |
| Intermountain Children's Home | ||||||
| 500 South Lamborn | Helena | MT | 59601 | PC | Capital campaign. | $50,000 |
| Aware | ||||||
| 616 Helena Ave Ste 305 | Helena | MT | 59601 | PC | Capital campaign. | $25,000 |
| Civic Center | ||||||
| 340 Neill Ave | Helena | MT | 59601 | PC | Assist with purchase of new sound system. | $30,300 |
| Exploration Works | ||||||
| 995 Carousel Way | Helena | MT | 59601 | PC | Assist with purchasing displays. | $10,000 |
| Farm in the Dell-Butte | ||||||
| 1208 Poplar | Helena | MT | 59601 | PC | Assistance with funding capital campaign. | $30,000 |
| Helena Education Foundation | ||||||
| PO Box 792 | Helena | MT | 59624 | PC | Assist with support of education. | $5,000 |
| Lewis Clark Literacy Council | ||||||
| PO Box 67 | Helena | MT | 59624 | PC | Funding for new books. | $3,000 |
| Montana Food Bank | ||||||
| 5625 Expressway | Missoula | MT | 59808 | PC | Provide assistance for food for the needy. | $10,000 |
| NAMI | ||||||
| 616 Helena Ave Ste 218 | Helena | MT | 59601 | PC | Provide assistance for general operations. | $500 |
| Toys for Tots | ||||||
| PO Box 6896 | Helena | MT | 59604 | PC | Assist with funding the purchase of toys. | $1,000 |
| Veterans of Foreign Wars MT | ||||||
| PO Box 4789 | Ft Harrison | MT | 59636 | PC | Funding for general operations. | $5,000 |
| Association of Small Foundations | ||||||
| 1720 N Street | NW Washington | DC | 20036 | PC | Funding for general operations. | $1,000 |
| Career Training Institute | ||||||
| 347 N Last Chance Gulch | Helena | MT | 59601 | PC | Assist with purchase of computer equipment. | $11,000 |
| Friendship Center | ||||||
| 1430 N Sanders | Helena | MT | 59601 | PC | General support for homeless women. | $100 |
| Helena Food Share | ||||||
| 1616 Lewis St | Helena | MT | 59601 | PC | Assist with purchase of food for the needy. | $12,000 |
| Helena Kiwanis | ||||||
| PO Box 4178 | Helena | MT | 59604 | PC | Assist with purchase of amplification system. | $6,000 |
| Hopa Mountain Project | ||||||
| PO Box 10892 | Bozeman | MT | 59718 | PC | Support for education costs. | $4,000 |
| Lewis Clark Library Foundation | ||||||
| 120 S Last Chance Gulch | Helena | MT | 59601 | PC | Assist with purchase of computer system. | $20,000 |
| Montana Non-Profit Association | ||||||
| 432 N Last Chance Gulch | Helena | MT | 59601 | PC | Assist with funding general operations. | $1,000 |
| Museum of the Rockies | ||||||
| 600 W Kagy Blvd | Bozeman | MT | 59717 | PC | Funding for puchase of displays. | $10,000 |
| Our Lady of Lourdes | ||||||
| 13th Street S | Great Falls | MT | 59405 | PC | Funding for purchase of new roof. | $60,000 |
| Rocky Mountain Development Council | ||||||
| PO Box 1717 | Helena | MT | 59624 | PC | Funding for purchase of supplies. | $1,000 |
| Helena YWCA | ||||||
| PO Box 518 | Helena | MT | 59624 | PC | Capital campaign. | $150,070 |
| ACLU Foundation | ||||||
| PO Box 1317 | Helena | MT | 59624 | PC | To assist with purchase of computer equipment. | $5,000 |
| Animal Foundation of Great Falls | ||||||
| PO Box 3426 | Great Falls | MT | 59403 | PC | Capital campaign. | $50,000 |
| Big Sky Institute | ||||||
| 32 S Ewing | Helena | MT | 59601 | PC | Assist with purchase of copier. | $7,500 |
| Boys Girls Club-Great Falls | ||||||
| 600 1st Ave SW | Great Falls | MT | 59404 | PC | Assist with purchase of computer equipment. | $15,000 |
| Bruin Wrestling Club | ||||||
| 100 Valley Drive | Helena | MT | 59601 | PC | Assist with purchase of wrestling mats. | $3,000 |
| Child Care Connection | ||||||
| 1600 Ellis St Unit 1A | Bozeman | MT | 59715 | PC | Assist with purchase of desks. | $4,500 |
| City Life | ||||||
| 1515 Fairview Ave | Missoula | MT | 59801 | PC | Assist with funding of remodel costs. | $55,000 |
| Cohesion Dance Project | ||||||
| 1020 Argyle | Helena | MT | 59601 | PC | Provide funding for general operations. | $500 |
| Daly Mansion | ||||||
| 251 Eastside Highway | Hamilton | MT | 59840 | PC | Assist with purchase of tent used at facility. | $18,000 |
| Dillon YMCA | ||||||
| 75 Swenson Way | Dillon | MT | 59725 | PC | Assist with purchase of supplies. | $10,000 |
| Flathead Food Bank | ||||||
| 1203 Hwy 2 W | Kalispell | MT | 59901 | PC | Assist with food purchases for the needy. | $10,000 |
| Foundation for Animals | ||||||
| PO Box 389 | Helena | MT | 59624 | PC | To assist with purchase of cages for animals. | $10,000 |
| Grandstreet Theatre | ||||||
| 325 N Park | Helena | MT | 59601 | PC | Assist with purchase of lighting. | $10,000 |
| Granite County Medical | ||||||
| PO Box 729 | Phillipsburg | MT | 59858 | PC | To assist with purchase of beds for nonprofit hospital. | $50,000 |
| Great Falls Rescue Mission | ||||||
| 317 2nd Ave S | Great Falls | MT | 59401 | PC | Assist with purchase of beds. | $20,000 |
| Great Falls Symphony | ||||||
| PO Box 1078 | Great Falls | MT | 59401 | PC | Assist with purchase of music. | $1,500 |
| Helena Indian Alliance | ||||||
| 501 Euclid Ave | Helena | MT | 59601 | PC | Assist with purchase of roof. | $55,000 |
| Helena Recreation Foundation | ||||||
| 66 Hill Brothers Road | Clancy | MT | 59634 | PC | Assist with purchase of dog houses. | $1,000 |
| Humane Society of NW Montana | ||||||
| PO Box 221 | Kalispell | MT | 59903 | PC | Assist with purchase of air conditioners. | $5,000 |
| Kay McKenna Youth | ||||||
| PO Box 1260 | Helena | MT | 59624 | PC | Provide assistance for summer youth programs. | $1,000 |
| Knights of Columbus | ||||||
| 2201 Chestnut | Helena | MT | 59601 | PC | For assistance with general operations. | $500 |
| Lewis and Clark 4-H | ||||||
| 100 W Custer Ave | Helena | MT | 59601 | PC | To assist with purchase of supplies. | $2,875 |
| Lewis Clark Fairgrounds | ||||||
| 98 W Custer Ave | Helena | MT | 59601 | PC | To assist with fairgrounds operations. | $1,000 |
| Libby School District | ||||||
| 724 Louisiana Ave | Libby | MT | 59923 | PC | To assist with replacement of roof. | $46,000 |
| Make a Wish Foundation | ||||||
| 175 N 27th St Ste 1214 | Billings | MT | 59101 | PC | To provide assistance with general operations. | $2,000 |
| Mariah Challenge | ||||||
| PO Box 66 | Butte | MT | 59703 | PC | Assist with providing scholarships. | $3,000 |
| Milk River Inc | ||||||
| 219 2nd Ave S | Glasgow | MT | 59230 | PC | Assist with flooring purchase as developmentally disabled individual center. | $18,750 |
| Miriam Chapter Easter Star | ||||||
| 1225 Birch St Suite A | Helena | MT | 59601 | PC | Assist with organ repair. | $2,000 |
| Montana Fly-Fishing Waters | ||||||
| PO Box 1798 | Helena | MT | 59624 | PC | Assist with purchase of boats. | $18,000 |
| Montana Historical Society | ||||||
| PO Box 201201 | Helena | MT | 59624 | PC | Assist with purchase of shelving. | $50,500 |
| Montana Land Reliance | ||||||
| PO Box 355 | Helena | MT | 59624 | PC | Assist with purchase of automobile. | $5,000 |
| Montana Preservation Alliance | ||||||
| 120 Reeders Alley | Helena | MT | 59601 | PC | Assist with reroofing costs. | $5,000 |
| Montana State University Foundation | ||||||
| PO Box 172750 | Bozeman | MT | 59717 | PC | Capital campaign. | $39,000 |
| Montana Veterans Foundation | ||||||
| 1112 Leslie Ave | Helena | MT | 59601 | PC | To assist with purchase of beds for veterans. | $12,000 |
| Mount Mary | ||||||
| 1105 W 8th St | Yankton | SD | 57078 | PC | Assist with general operations. | $1,000 |
| North Valley Hospital | ||||||
| 1600 Hospital Way | Whitefish | MT | 59937 | PC | Capital campaign. | $10,000 |
| Pads for Paws | ||||||
| PO Box 287 | Helena | MT | 59624 | PC | Assist with purchase of food for dogs. | $1,000 |
| Plentywood Education | ||||||
| 100 E Laurel | Plentywood | MT | 59254 | PC | Assist with purchase of computer equipment. | $5,000 |
| Powell County Foundation | ||||||
| 1106 Main St | Deer Lodge | MT | 59722 | PC | Assist with purchase of tent. | $5,000 |
| Prickley Pear Land Trust | ||||||
| 21 N Last Chance Gulch | Helena | MT | 59601 | PC | Assist with purchase of computer equipment. | $3,040 |
| Queen City Ballet | ||||||
| 8 W Lawrence St | Helena | MT | 59601 | PC | Assist with funding for general operations. | $1,000 |
| Ryan United | ||||||
| 800 E Sixth Ave | Helena | MT | 59601 | PC | Assist with purchase of supplies. | $1,500 |
| Save the Star | ||||||
| PO Box 536 | Whitehall | MT | 59759 | PC | Capital campaign. | $30,000 |
| Senior Citizens of Lincoln | ||||||
| 206 E 2nd St | Libby | MT | 59923 | PC | Capital campaign. | $20,000 |
| Snowy Mountain Industries | ||||||
| 132 Wunderlin St | Lewistown | MT | 59457 | PC | Capital campaign. | $50,000 |
| Thrive | ||||||
| 400 E Babcock St | Bozeman | MT | 59715 | PC | Assist with purchase of desks. | $10,000 |
| Union Gospel Mission | ||||||
| 10450 Mullen Rd | Missoula | MT | 59808 | PC | Assist with the purchase of supplies. | $1,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,708,115 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,380,044 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,963 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,067,171 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,571,178 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,571,178 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $6,809 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,809 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| Stifel Nicolaus |
| Wells Fargo |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Computer equipment | 2010-09-02 | $1,746 | $1,243 | 54 | 0.2000 | $349 |
| Desk | 2011-02-21 | $2,100 | $814 | 58 | 0.1429 | $300 |
| Chair | 2011-04-18 | $475 | $184 | 58 | 0.1429 | $68 |
| New computer | 2012-08-01 | $825 | $118 | 58 | 0.1429 | $118 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $5,996 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $4,044 | AccumulatedDepreciationAmt |
| Book Value | $1,952 | BookValueAmt |
| EOYFMV | $1,500 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $272 | LegalFeesAmt |
| Net Investment Income | $272 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rent Deposit | Desc |
| BOY Book Value | $1,300 | BOYBookValueAmt |
| EOY Book Value | $1,300 | EOYBookValueAmt |
| EOYFMV | $1,300 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Tax basis revisions to marketable securities | Description |
| Amount | $21,273 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bad debt - uncollectible note receivable | $10,276 | $10,276 | |
| Dues | $1,440 | $365 | $1,075 |
| Insurance expense | $2,118 | $500 | $1,618 |
| Investment Fees | $156,456 | $156,456 | |
| Miscellaneous expense | $166 | $166 | |
| Office Expense | $1,197 | $218 | $979 |
| Postage | $486 | $148 | $338 |
| Scholarship Selection Committee | $450 | $450 | |
| Software Expense | $5,081 | $4,786 | $295 |
| Telephone | $2,220 | $593 | $1,627 |
| Workers Comp Insurance | $643 | $136 | $507 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $123,963 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $123,963 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Federal Taxes Paid | $36,702 | $36,702 | |
| Foreign Taxes Paid | $6,409 | $6,409 |