2026-07-07T10:34:12-05:00 2025-12-31 810386935 SUMMERS MCNEA & CO PC 15 AVANTA WAY SUITE 1 BILLINGS MT 59102 990 2025-01-01 363739630 BILLINGS PRESERVATION SOCIETY ENDOWMENT TRUST BILL 4062565100 914 DIVISION STREET BILLINGS MT 59101 ALY TURNER EXECUTIVE DIRECTOR 4062565100 2026-07-02 1 TIMOTHY SEYMOUR P00970289 4066522320 2025 2025-03-06 01:10:19Z ALY TURNER 914 DIVISION STREET BILLINGS MT 59101 201428 0 X WWW.MOSSMANSION.COM X 1991 MT MAINTAIN AN ENDOWNMENT FUND FOR THE BENEFIT AND SUPPORT OF THE BILLINGS PRESERVATION SOCIETY, INC. 11 11 0 0 0 0 850 46243 0 0 60023 91376 0 0 60873 137619 21073 21402 0 0 0 0 0 0 0 10177 9998 31250 31400 29623 106219 1007042 1170743 219 219 1006823 1170524 MAINTAIN AN ENDOWMENT FUND FOR THE BENEFIT AND SUPPORT OF THE BILLINGS PRESERVATION SOCIETY, INC. 0 0 21402 21402 FUNDS EXPENDED FOR THE BENEFIT OF THE BILLINGS PRESERVATION SOCIETY, THE SUPPORTED ORGANIZATION, IN FURTHERANCE OF THEIR MISSION. 21402 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ALY TURNER 4062565100 914 DIVISION STREET BILLINGS MT 59101 JAMES R FOLEY CHAIR 1.50 X X 0 0 0 TERESA DARNIELLE-MORSE BPS PRESIDENT 1.00 X X 0 0 0 MIKE NELSON TRUSTEE 1.00 X 0 0 0 LUE PONICH TRUSTEE 1.00 X 0 0 0 JOY CULVER TRUSTEE 1.00 X 0 0 0 DUNCAN PEETE TRUSTEE 1.00 X 0 0 0 NATE ALLIE TRUSTEE 1.00 X 0 0 0 JARED MALONEY TRUSTEE 1.00 X 0 0 0 BRENT SUMNER TRUSTEE 1.00 X 0 0 0 LUCI WOLLSCHLAGER TRUSTEE 1.00 X 0 0 0 GREG MATTHEWS TRUSTEE 1.00 X 0 0 0 ALY TURNER EXECUTIVE DIRECTOR 1.00 40.00 X 0 75000 0 0 75000 0 0 0 0 0 0 33735 12508 1308 46243 27493 27493 127692 63809 63883 63883 63883 0 33735 0 0 137619 0 0 91376 21402 21402 800 800 9198 9198 31400 21402 9998 0 64643 125618 942399 1045125 1007042 1170743 219 219 219 219 X 629399 793100 377424 377424 1006823 1170524 1007042 1170743 106219 57482 0 X 0 0 0 X X 1 BILLINGS PRESERVATION SOCIETY INC 810500553 10 1 21402 0 1 21402 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 SECTION E TYPE III - LINE 2A FUNDS UTILIZED BY SUPPORTED ORGANIZATION TO COVER PORTION OF THE MUSEUM'S ANNUAL OPERATING COSTS. SECTION E TYPE III - LINE 2B THE SUPPORTED ORGANIZATION WOULD HAVE CONTINUED TO OPERATE AND COVER ITS OPERATING COSTS. HOWEVER, THE SUPPORT RECEIVED ALLOWED THE SUPPORTED ORGANIZATION TO FURTHER ITS EXEMPT PURPOSE WITH MORE OF ITS OWN FUNDS FROM OPERATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1007042 45443 148858 21402 9198 1170743 933786 103656 21073 9327 1007042 842231 119536 19378 8603 933786 987954 16744 -134864 18121 9482 842231 701598 203400 112673 20051 9666 987954 0.58490 0.41510 1 0 0 ENDOWMENT SECURITIES 1045125 F 1045125 DEFERRED GIFT ANNUITY LIABILITY 219 219 PART V, LINE 4: TO SUPPORT THE BILLINGS PRESERVATION SOCIETY, INC., A MONTANA NON-PROFIT CORPORATION WHOSE PURPOSES INCLUDE PRESERVATION OF BUILDING SITES AND STRUCTURES OF HISTORIC, ARCHITECTURAL, OR AESTHETIC SIGNIFICANCE AND PREVENTION OF THE DEFACEMENT OR DESTRUCTION OF ANY SUCH BUILDING, SITE OR STRUCTURE. PARTY FOR PRESERVATION 33735 33735 33735 33735 1 BILLINGS PRESERVATION SOCIETY INC 914 DIVISION STREET BILLINGS MT 59101 810500553 501(C)(3) 21402 0 HISTORIC MUSEUM OPERATIONS 1 PART I, LINE 2: THE BILLINGS PRESERVATION SOCIETY ENDOWMENT TRUST IS A SUPPORTING ORGANIZATION FOR THE BILLINGS PRESERVATION SOCIETY. FUNDS ARE GRANTED TO THE BILLINGS PRESERVATION SOCIETY EVERY YEAR BASED ON A DISTRIBUTION CALCULATOR PREDETERMINED BY THE BILLINGS PRESERVATION SOCIETY ENDOWMENT TRUST'S BOARD OF DIRECTORS. THE ORGANIZATION MAINTAINS RECORDS TO SUBSTANTIATE THE FUNDS GRANTED. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR AND BOARD CHAIRMAN PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES MUST DISCLOSE TO THE BOARD OF DIRECTORS ANY SITUATION OR TRANSACTION IN WHICH THE TRUSTEE IS INVOLVED WHICH VIOLATES, OR COULD APPEAR TO VIOLATE THE INTENT OF THE CONFLICT OF INTEREST POLICY. THE BOARD WILL THEN DETERMINE WHAT ACTION, IF ANY, SHOULD BE TAKEN. EACH TRUSTEE IS RESPONSIBLE FOR ENSURING THAT HIS OR HER ACTIONS AND BEHAVIOR ARE IN ACCORDANCE WITH THIS POLICY. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION OFFICE LOCATED 914 DIVISION STREET, BILLINGS, MONTANA 59101. BILLINGS PRESERVATION SOCIETY INC 914 DIVISION STREET BILLINGS MT 59101 810500553 PRESERVATION OF HISTORIC BUILDINGS AND SITES MT 501-C-3 LINE 11 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BILLINGS PRESERVATION SOCIETY INC B 21402 COST BILLINGS PRESERVATION SOCIETY INC C 800 COST