2024-11-08T13:40:30-05:00 2024-06-30 810793354 BRETT MOATS CPA 11 N SEWELL AVE MILES CITY MT 59301 990PF 2023-07-01 810480143 NIBS AND EDNA ALLEN FOUNDATION NIBS 7038641257 PO BOX 1435 MILES CITY MT 59301 WILLIAM HAND TREAS/DIR 4066202001 2024-10-25 true true BRETT MOATS P00277098 4068520227 2024-10-25 X 2023 2024-10-15 13:58:12Z X 2951201 X 1500 X 7129 7129 60736 60736 323981 809164 323981 393346 391846 5625 563 5062 2160 31062 31062 1800 1220 8454 845 7609 719 72 646 49820 33762 13317 119150 119150 168970 33762 132467 224376 358084 281375 317044 317044 1600 1020 1020 847489 849398 1764645 583173 831417 797183 133598 72732 71309 1847235 2071611 2951201 0 X 1847235 2071611 1847235 2071611 1847235 2071611 1847235 224376 2071611 2071611 PUBLIC TRADED SECURITIES P 809164 485183 323981 323981 323981 4977 4977 4977 1020 1020 3957 false false false false false false false true true MT true false false false false true WWW.ALLENFOUNDATION.NET WILLIAM HAND 7038641257 51 COFFEEN AVENUE 101-261 SHERIDAN WY 82801 false false false false true false false false false false false false false false false false false false false false false WILLIAM HAND 51 COFFEEN AVENUE 101-261 SHERIDAN WY 82801 TREAS/DIR 000.00 750 0 0 EDNA JENSEN 5407 CORNER STONE AVE BILLINGS MT 59106 DIRECTOR 000.00 750 0 0 GEORGE HAND 9744 MILLEE LOOP PENSACOLA FL 32526 ASSOCIATE 000.00 0 0 0 CHARLES HAND 1015 E ROCKWOOD BLVD SPOKANE WA 99203 DIRECTOR 000.00 750 0 0 CAROLYN PETERSOHN 806 WYOMING BILLINGS MT 59101 DIRECTOR 000.00 0 0 0 KERRY JANE GALLAGHER 5085 CATAMOUNT DR LAS CRUCES NM 88011 PRES/DIR 000.00 750 0 0 JAMIE SUE SHELHAMER 910 10TH ST W UNIT 223 BILLINGS MT 59102 CHAIRMAN/DIR 000.00 375 0 0 INGERI LEUTHOLD PO BOX 81183 BILLINGS MT 59108 DIRECTOR 000.00 750 0 0 CARL LARSON 10739 AKRON ST HENDERSON CO 80640 DIRECTOR 000.00 0 0 0 MARILOU GREEN 2019 15TH ST W BILLINGS MT 59102 ASSOCIATE 000.00 0 0 0 LINDA GREEN-RUTHERFORD 3125 AVE E BILLINGS MT 59102 ASSOCIATE 000.00 0 0 0 NANCY LARSON 10739 AKRON ST HENDERSON CO 80640 ASSOCIATE 000.00 0 0 0 NICHOLAS MOSSIE 3650 SW KIMSTIN CIR BLUE SPRINGS MO 64015 SEC/DIR 000.00 750 0 0 CRISTIN DICKERT 10912 KNIGHTS BRIDGE COURT RESTON VA 20191 ASSOC SEC 000.00 0 0 0 HEATHER LANNIGAN 5601 AIRPORT ROAD PULLMAN WA 99163 ASSOCIATE 000.00 0 0 0 MICHAEL HAND 22283 EARLY DAWN CIRCLE FOLEY AL 36535 ASSOCIATE 000.00 0 0 0 GREGORY HAND 1394 SILVER PINE LANE TALLAHASSEE FL 32312 OFFC TEC/DIR 000.00 750 0 0 PAUL HAND 4008 S SHERMAN ST SPOKANE WA 99203 ASSOCIATE 000.00 0 0 0 MICHELLE PAULSON 2714 HANOVER CIR BILLINGS MT 59106 ASSOCIATE 000.00 0 0 0 KELLEY OYLER 1140 WOODSIDE ST MANHATTAN MT 59741 ASSOCIATE 000.00 0 0 0 MATTHEW MOSSIE 1617 NE JADE CT LEES SUMMIT MO 64086 ASSOC TREAS 000.00 0 0 0 CORA TRONSON 3207 COUNTRY CLUB CIRCLE BILLINGS MT 59102 ASSOCIATE 000.00 0 0 0 SAM SHELHAMER 5419 DOVETAIL AVE BILLINGS MT 59106 ASSOCIATE 000.00 0 0 0 JON MOSSIE 4417 S LANE ST OLATHE KS 66061 ASSOCIATE 000.00 0 0 0 NONE NONE N/A 2526529 267767 1020 2795316 2795316 41930 2753386 137669 137669 4977 4977 132692 132692 132692 132467 132467 132692 6902 6902 132467 132467 225 225 6677 0 6677 6677 NIBS AND EDNA ALLEN FOUNDATION PO BOX 1435 MILES CITY MT 59301 7038641257 WRITTEN APPLICATIONS INDICATING NAME AND ADDRESS OF APPLICANT, DESCRIPTION/PURPOSE OF REQUEST, EVIDENCE OF 501(C)(3), GOVERNMENTAL, RELIGIOUS OR EQUIVALENT STATUS FOUNDATION HAS TWO GRANT CYCLES PER YEAR, GENERALLY IN MAY AND SEPTEMBER, MINIMUM TWO WEEK REVIEW OF PREFERENCE IS GIVEN TO SOUTHEAST MONTANA CUSTER COUNTY DISTRICT HIGH SCHOOL 20 SOUTH CENTER AVE MILES CITY MT 59301 N/A GOV FUND SHIPPING COST AND SOFTWARE 1500 CUSTER COUNTY EDUCATIONAL FD INC PO BOX 1092 MILES CITY MT 59301 N/A PC EDUCATIONAL SCHOLARSHIPS SUPPORT 26000 CUSTER COUNTY FOOD BANK INC 15 N 8TH STREET MILES CITY MT 59301 N/A PC REPLACE WINDOWS AT NEW SITE 3500 CUSTER COUNTY FOOD BANK INC 15 N 8TH STREET MILES CITY MT 59301 N/A PC REPLACE REMAINING WINDOWS 3000 CUSTER COUNTY SHERIFFS PROTECT ASSO PO BOX 1045 MILES CITY MT 59301 N/A PC FUND SHOP WITH A COP PROGRAMS 3000 EASTERN MONTANA CASA-GAL INC PO BOX 1234 MILES CITY MT 59301 N/A PC PROVIDE 0-5 AGE KIDS BOOKS 6000 FIRST PRESBYTERIAN CHURCH 1401 MAIN STREET MILES CITY MT 59301 N/A PC REPAIR STEPS AND REPLACE CARPET 2900 MILES CITY BLUEGRASS FESTIVAL INC 615 HUBBEL STREET MILES CITY MT 59301 N/A PC COVER VARIOUS COSTS OF FESTIVAL 2000 MILES CITY CONVENT KEEPERS 1411 LEIGHTON BLVD MILES CITY MT 59301 N/A PC PAINT SOFFIT, WINDOWS, DOOR, ENTRY 17000 MILES CITY CONVENT KEEPERS 1411 LEIGHTON BLVD MILES CITY MT 59301 N/A PC PAINT WINDOWS, SOFFITS, AND GABLE 5000 MILES CITY PUBLIC LIBRARY 1 SOUTH 10TH STREET MILES CITY MT 59301 N/A GOV FUND MIDDLE SCHOOL LIBRARY 400 MILES CITY PUBLIC LIBRARY 1 NORTH 10TH STREET MILES CITY MT 59301 N/A GOV FUND SUMMER PROGRAM AND ART MATERIAL 500 MILES CITY PUBLIC LIBRARY 1 SOUTH 10TH STREET MILES CITY MT 59301 N/A GOV FUND BRONZE INSULATED PANELS 1850 MILES CITY UNIFIED SCHOOL DISTRICT 210 NORTH 9TH STREET MILES CITY MT 59301 N/A GOV FUND SNACK AND BACKPACK PROGRAMS 6000 PREGNANCY OUTREACH CLINIC 516 PLEASANT STREET MILES CITY MT 59301 N/A PC FUND COMMUNITY EDUCATION PROGRAMS 4000 RANGE RIDERS INC 435 LP ANDERSON RD MILES CITY MT 59301 N/A PC FUND TO REPLACE ROOF WITH METAL 12500 RURAL HEALTH DEVELOPMENT INC 519 PLEASANT ST MILES CITY MT 59301 N/A PC FUND MEDSTAR CAMP FOR HIGH SCHOOL 2000 SACRED HEART SCHOOL 519 NORTH CENTER AVE MILES CITY MT 59301 N/A PC FUND PURCHASE OF 15 UKULELES 1000 WATERWORKS ART MUSEUM 85 WATERPLANT ROAD MILES CITY MT 59301 N/A PC FUND CONCRETE REPAIR AND NEW ROOFING 15000 WATERWORKS ART MUSEUM 85 WATERPLANT ROAD MILES CITY MT 59301 N/A PC FUND YOUTH PROGRAMS ON ART EDUCATION 6000 119150 14 7129 14 60736 18 323981 391846 391846 false false false false false false false false false false PREPARATION OF FORM 990-PF 2160 AMAZON.COM 24778 23974 AMERICAN HONDA FINANCE 24975 24961 COMCAST CORP HP INC 26150 24173 ISHARES CORE TOTAL U.S. AGGREGATE BO 297036 279270 ISHARES JP MORGAN USD EMERGING 136656 135286 MARATHON PETROLEUM CORP 24671 24880 MARSH & MCLENNAN COS INC 24478 24643 MCCORMICK & CO 24640 23279 PAYPAL HOLDINGS INC 24037 23661 PGIM HIGH YIELD FUND CLASS Q 87517 77162 PIMCO ENHANCHED SHORT MATURITY EXCHA 37076 37240 PRINCIPAL HIGH YIELD FUND CLASS R6 THE ISHARES CORE TOTAL USD BOND 74094 74025 UNITEDHEALTH GROUP INC 25309 24629 ABBVIE INC 12564 19725 ADOBE INC 17798 20555 ADVANCED MICRO DEVICES INC 13342 21087 ALPHABET INC CL C 13440 81072 AMAZON COM INC COM 27429 28408 ANALOG DEVICES INC 17474 16891 APPLE INC 10822 94990 BLACKROCK INC 6701 16534 BLACKSTONE INC 11573 22655 BOEING CO 15755 18019 BOOKING HOLDINGS INC BROADCOM INC 8512 48166 CELANESE CORP 8694 20638 CISCO SYSTEMS INC 7967 16961 CITIGROUP INC 17206 22909 COGNIZANT TECH SOLUTIONS CRP COM 8907 11220 DIAGEO PIC- ADR EASTERLY GLOBAL REAL ESTATE INV FUND EATON CORP PLC 8056 22576 ELECTRONIC ARTS INC ELI LILLY & CO COM 2914 38931 GARMIN LTD 10466 18410 GOLDMAN SACHS ACTIVEBETA 24165 26112 HILTON WORLDWIDE HOLDINGS INC 17168 17892 HOME DEPOT INC 16227 17212 INTERPUBLIC GROUP COS INC ISHARES CORE MSCI EAFE ETF 48188 52664 ISHARES CORE MSCI EMERGING MRKTS 44986 51924 ISHARES RUSSELL 1000 GROWTH ETF 17719 131224 ISHARES S&P MID-CAP 400 GROWTH 15947 72162 ISHARES S&P MID-CAP 400 VALUE 21338 72387 ISHARES S&P SMALL-CAP 600 GROWTH 4277 19393 ISHARES S&P SMALL-CAP 600 VALUE 5870 19551 JPMORGAN CHASE & CO 9159 36407 LAM RESEARCH CORP COM 4596 24492 MANULIFE FINANCIAL CORP 12732 24517 MCDONALDS CORP 20342 18348 MERCK & CO INC NEW 10886 24141 META PLATFORMS INC 24546 52439 MICROSOFT CORP 7388 110397 MONDELEZ INTERNATIONAL INC 9541 14397 NIKE INC CL B RAYTHEON TECHNOLOGIES CORP REGIONS FINL CORP NEW COM 14437 14329 RTX CORP 14332 19476 STARBUCKS CORP COM 15034 11678 SUNCOR ENERGY INC NEW F 21101 29604 TARGET CORP 4636 11103 TE CONNECTIVITY LTD 10789 16547 THERMO FISHER SCIENTIFIC INC 1474 13825 TORONTO DOMINION BK ONT COM NEW 17541 16763 TOTALENERGIES SE 24530 30206 UNILEVER NV-ADR 15246 15837 UNION PACIFIC CORP 5207 14254 UNITED PARCEL SERVICE-CL B 10683 15053 UNITEDHEALTH GROUP INC 7283 32593 VANGUARD DIVIDEND APPRECIATION 52760 63892 VANGUARD FTSE DEVELOPED MARKETS ETF VANGUARD FTSE EMERGING MARKETS ETF VANGUARD MIDCAP VIPER 74039 93208 VISA INC-CLASS A 14936 22310 WASTE MANAGEMENT INC 10675 18561 BLACKROCK GLOBAL LONG/SHORT CREDIT AT COST EATON VANCE GLOBAL MACRO ABSOLUTE AT COST NEUBERGER BERMAN LONG SHORT FUND AT COST VANGUARD REAL ESTATE ETF AT COST FIRST TRUST GLOBAL TACT COMM STR FUN AT COST 36019 35650 INVESCO OPTIMUM YIELD DIVERSIF AT COST 36713 35659 EXPENSES DUES - INVESTMENT 60 60 OFFICE EXPENSE - INVESTMENT 12 12 DUES - CHARITY 540 540 OFFICE EXPENSE - CHARITY 106 106 ROUNDING 1 INVESTMENT MANAGEMENT 31062 31062 FOREIGN TAXES 1220 1220 SECTION 4940 580