Rosebud Foundation in Forsyth, Montana (MT)
Table of contents:
| Rosebud Foundation | |
| Employer Identification Number (EIN) | 810518967 |
| Name of Organization | Rosebud Foundation |
| Address | PO BOX 500, Forsyth, MT 59327-0500 |
| Subsection | Charitable Organization |
| Ruling Date | 05/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Organizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $380,944 |
| Amount of Income | $69,671 |
| Form 990 Revenue Amount | $48,401 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2014: $69,671 (it was $135,464 in 2013)
| This organization: | $69,671 |
| Other organizations performing similar types of work: | $105,489 |
Assets in 2014: $380,944 (it was $397,346 in 2013)
| This organization: | $380,944 |
| Other organizations performing similar types of work: | $325,460 |
Expenses in 2014: $75,346
| Rosebud Foundation: | $75,346 |
| Other organizations performing similar types of work: | $49,058 |
Income to expenses ratio in 2014: 0.9
| This organization: | 0.9 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2014: 56.5%
| This organization: | 56.5% |
| Other organizations performing similar types of work: | 22.8% |
Revenue for 2014
Support schedule
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2012 | 2013 | 2014 | |
|---|---|---|---|
| Total revenue | $41,983 | $115,042 | $48,401 |
| Contributions, gifts, grants, and similar amounts received | $6,860 | $78,555 | $27,338 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $7,618 | $7,327 | $6,373 |
| Gain/Loss from sale of assets other than inventory | $0 | $4,000 | $1,747 |
| Gross amount from sale of assets other than inventory | $0 | $18,464 | $11,305 |
| Less: cost or other basis and sales expenses | $0 | $14,464 | $9,558 |
| Net income/loss from gaming and fundraising events | $27,505 | $25,160 | $12,943 |
| Gross income from gaming | $0 | $0 | $0 |
| Gross income from fundraising events | $34,594 | $31,118 | $24,655 |
| Less: direct expenses from gaming and fundraising events | $7,089 | $5,958 | $11,712 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $14,287 | $38,099 | $75,346 |
| Total net assets | $319,804 | $397,346 | $380,944 |
| Excess/Deficit for the year | $27,696 | $76,943 | $-26,945 |
| Net assets or fund balances at beginning of year | $295,874 | $319,804 | $397,346 |
| Other changes in net assets or fund balances | $-3,766 | $599 | $10,543 |
| Net assets or fund balances at end of year | $397,346 | $380,944 | |
| Balance Sheets | |||
| 2012 | 2013 | 2014 | |
|---|---|---|---|
| Total assets | $319,804 | $397,346 | $380,944 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $319,804 | $397,346 | $380,944 |
| Other Information | |||
| 2012 | 2013 | 2014 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2014) | |
| The organization is not a private foundation because it is: | An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi) |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2010 - 2014) | |
| 2010 - 2014 Total | |
|---|---|
| Public Support | $121,278 |
| Subtotal Support | $121,278 |
| Gifts, grants, contributions, and membership fees received | $121,278 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support | $0 |
| Total Support | $163,637 |
| Public Support | $121,278 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $36,612 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income. Do not include gain or loss from the sale of capital assets | $5,747 |
| Gross receipts from related activities, etc. | $0 |
| Write your review! |
|
|
| Recently Added Reviews |
| Dearborn Meadows Land Owners Association in Great Falls, MT |
Help For Homeless Pets Inc in Billings, MT
  |
|
Coats For Kids Inc in Kalispell, MT
|
|
Namdroling in Bozeman, MT
|
|
Friends Of The Shelter in Missoula, MT
|
| International Fellowship Of Ministries, Victory In Christ Ministries in Missoula, MT |
|
Granite Spay Neuter Project in Hall, MT
|
|
The Cantlon Family Youth Home in Polson, MT
|
|
Shepherds Hand Free Clinic in Whitefish, MT
|
|
Womens Resource Center Of Dillon in Dillon, MT
|
| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Montana Healthcare Foundation, E Edwin Eck Ttee | 777 East Main Street Suite 206, Bozeman, MT 59715-3808 | MT | 2013-09 | $48,780,993 |
| 2 | Russell C Davies Irrv Tr Fbo Dorothy M Thayer | 283 W Front St Ste 103, Missoula, MT 59802-4328 | MT | 2013-01 | $3,441,915 |
| 3 | Foundation For Healthy Montanans Inc | PO BOX 1165, Helena, MT 59624-1165 | MT | 2009-09 | $3,322,474 |
| 4 | Town Pump Charitable Foundation | PO BOX 6000, Butte, MT 59702-6000 | MT | 1999-08 | $2,428,963 |
| 5 | Merlin Foundation Inc | 125 Bank St Ste 300, Missoula, MT 59802-4413 | MT | 2013-02 | $983,545 |
| 6 | Wall Family Power Townsend Foundation Inc, Wall Michael Ttee | PO BOX 4879, Helena, MT 59604-4879 | MT | 2005-05 | $633,785 |
| 7 | Lee And Donna Metcalf Charitable Tr, Peter Michael Meloy Ttee | PO BOX 1241, Helena, MT 59624-1241 | MT | 2010-12 | $554,851 |
| 8 | Jean B & Richard Lucian Taylor Family Foundation | PO BOX 595, Darby, MT 59829-0595 | MT | 2010-01 | $550,044 |
| 9 | Harold And Shirlie Klinker Foundation | 690 3rd Rd Ne, Fairfield, MT 59436-9102 | MT | 2011-10 | $404,878 |
| 10 | W Bruce Cook And Mary Louise Cook Foundation, Cook W Bruce & Mary Louise Ttee | PO BOX 160524, Big Sky, MT 59716-0524 | MT | 1999-05 | $306,466 |
| 11 | Brown Family Foundation | 3612 Flagstone Dr, Billings, MT 59102-0300 | MT | 2011-09 | $144,064 |
| 12 | Theo And Alyce Beck Foundation Trust | PO BOX 248, Glasgow, MT 59230-0248 | MT | 2009-02 | $137,076 |
| 13 | Tamarack Foundation Inc | 980 Pack Rat Ln, Whitefish, MT 59937-2123 | MT | 1999-12 | $94,708 |
| 14 | Missoula Education Foundation | Po Box 1775, Missoula, MT 59806 | MT | 1998-04 | $29,974 |
| 15 | Wilson Family Foundation | 1015 Eastman Dr, Big Fork, MT 59911-6544 | MT | 1999-05 | $10,000 |
| 16 | Williams Family Foundation | 20021 Red Rock Trl, Florence, MT 59833-6695 | MT | 2000-08 | $5,513 |
| 17 | Fair View Foundation | 4548 Rangeview Dr, Billings, MT 59106-4723 | MT | 2013-05 | $5,000 |
| 18 | Buchanan Family Foundation | 439 Grand Dr Pmb 196, Bigfork, MT 59911-3614 | MT | 2013-03 | $3,527 |
| 19 | Checota Foundation, Nicholas Checota Ttee | 504 Eddy Ave, Missoula, MT 59801-2803 | MT | 2014-11 | $1 |
| 20 | Roth Family Foundation Inc | 34259 Yellow Pine Ln, Polson, MT 59860-7850 | MT | 2004-06 | $1 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | 22,395 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Organization representatives - add corrected or new information about Rosebud Foundation »
Non-representatives - add comments about Rosebud Foundation»