Leonhardt Foundation Inc in Bozeman, Montana (MT)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Montana
| Leonhardt Foundation Inc | |
| Employer Identification Number (EIN) | 363665461 |
| Name of Organization | Leonhardt Foundation Inc |
| Address | 612 W Beall St, Bozeman, MT 59715-3427 |
| Activities | Gifts, grants, or loans to other organizations, Supplying money, goods or services to the poor |
| Subsection | Charitable Organization |
| Ruling Date | 05/1990 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 03/2011 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $162,443 |
| Amount of Income | $92,421 |
| Form 990 Revenue Amount | $-11,786 |
Non-representatives - add comments:
Expenses for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $-11,786 | $72 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $30 | |||
| Dividends and interest from securities | $42 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $26,350 | $850 | $0 | $25,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $850 | $850 | $0 | |
| Contributions, gifts, grants paid | $25,500 | |||
| Excess of revenue over expenses and disbursements | $-38,136 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $128,972 | $128,972 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $128,972 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $128,972 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-11,858 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $145,708 |
| Net value of noncharitable-use assets | $143,520 |
| Minimum investment return | $7,176 |
| Distributable Amount (for 2012) | |
| Distributable amount | $7,176 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $7,176 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Montana | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Laurel Senior Citizens Center | 720 S 4th St, Laurel, MT 59044-3267 | MT | 1980-01 | $47,232 |
| 2 | Laurel Shooting Education Program | Po Box 515, Laurel, MT 59044 | MT | 2009-04 | $5,678 |
| 3 | Laurel Youth Soccer Club | PO BOX 464, Laurel, MT 59044-0464 | MT | 2001-05 | $26,190 |
| 4 | Lavina Senior Center, Krause M | PO BOX 127, Roundup, MT 59072-0127 | MT | 1983-04 | $17,539 |
| 5 | Leadership Montana Inc | PO BOX 1373, Billings, MT 59103-1373 | MT | 2007-10 | $394,901 |
| 6 | Leap Into Life Inc | PO BOX 1439, Bigfork, MT 59911-1439 | MT | 2007-08 | $179,309 |
| 7 | Bozeman Summit School Inc | 3001 W Villard St, Bozeman, MT 59718-1862 | MT | 1997-09 | $390,953 |
| 8 | Legion Oasis | Deb Smith, Butte, MT 59701 | MT | 1972-12 | $1,043,010 |
| 9 | Lemhi River Salmon Recovery Foundation | PO BOX 16025, Missoula, MT 59808-6025 | MT | 2000-03 | $13 |
| 10 | Lennep Memorial Park Cemetery Trust | 1648 Mt Hwy 294, Martinsdale, MT 59053 | MT | 1989-10 | $0 |
| 11 | Leonhardt Foundation Inc | 612 W Beall St, Bozeman, MT 59715-3427 | MT | 1990-05 | $92,421 |
| 12 | Leroy And Claris Strand Foundation | PO BOX 29, Geyser, MT 59447-0029 | MT | 1998-08 | $366,334 |
| 13 | Leu Family Foundation | PO BOX 3, Clancy, MT 59634-0003 | MT | 2004-06 | $1 |
| 14 | Lewis & Clark Aids Project Inc | Po Box 832, Helena, MT 59624 | MT | 1994-09 | $0 |
| 15 | Montana 4-H Foundation Inc, Lewis & Clark 4-H Leaders Council | 100 W Custer Ave, Helena, MT 59602-0100 | MT | 2013-10 | $322,280 |
| 16 | Lewis & Clark Humane Society | PO BOX 4455, Helena, MT 59604-4455 | MT | 1965-02 | $1,233,507 |
| 17 | Lewis & Clark Interpretice Association Inc | PO BOX 2848, Great Falls, MT 59403 | MT | 1998-01 | $133,147 |
| 18 | Lewis & Clark Foundation | PO BOX 398, Great Falls, MT 59403-0398 | MT | 1992-01 | $325,610 |
| 19 | Helena Area Community Foundation | PO BOX 92, Helena, MT 59624-0092 | MT | 2001-07 | $80,415 |
| 20 | Lewis And Clark Library Public Foundation | 120 S Last Chance Gulch, Helena, MT 59601-4165 | MT | 1986-01 | $392,768 |
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