Nonprofit · EIN 59-6138602
SAMPLE FOUNDATION INC
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2024 | 990-PF | $896,047 | $606,011 | $290,036 | $7,676,399 | $548,201 | $7,128,198 |
| October 31, 2023 | 990-PF | $3,391,438 | $2,117,756 | $1,273,682 | $6,818,291 | $0 | $6,818,291 |
| October 31, 2021 | 990-PF | $306,039 | $496,263 | -$190,224 | $5,708,780 | $10,200 | $5,698,580 |
Financial details: 990-PF for the year ended October 31, 2024
Revenue
- Contributions, gifts and grants
- $223,939
- Dividends
- $134,132
- Interest
- $179,614
- Net gain from sales of assets
- $345,272
- Other income
- $13,090
Expenses
- Grants and similar amounts paid
- $555,315
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $564,896
- Excise tax on investment income
- $9,091
Balance sheet and other
- Total assets, start of year
- $6,818,291
- Total assets, end of year
- $7,676,399
- Total liabilities, end of year
- $548,201
- Net assets, end of year
- $7,128,198
- Fair market value of assets
- $12,229,398
- Qualifying distributions
- $564,896
- Net investment income
- $671,348
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIDGET SAMPLE JOYNER 1298 TAMMANY LN, HAMILTON, MT 59840 | DIRECTOR | 0.1 | $0 |
| BARBARA M SAMPLE 2517 IRVING PLACE, BILLINGS, MT 59102 | PRESIDENT | 1 | $0 |
| DAVID F SAMPLE 34174 CAMDEN LANE, POLSON, MT 59860 | DIRECTOR | 0.1 | $0 |
| PATRICK G SAMPLE PO BOX 410, INDEX, WA 98256 | DIRECTOR | 0.1 | $0 |
| RONALD J YATES JR CPA PO BOX 7112, BILLINGS, MT 591037112 | TREASURER | 0.1 | $0 |
| JAMES S SAMPLE 275 WEST 96TH STREET APT 8B, NEW YORK, NY 10025 | DIRECTOR | 0.1 | $0 |
| JOHN G SAMPLE 120 HITCHING POST RD, BOZEMAN, MT 59715 | EXEC. DIRECTOR | 0.1 | $0 |
| JOSEPH F SAMPLE 833 PARKVIEW WAY, MISSOULA, MT 59803 | DIRECTOR | 0.1 | $0 |
| KATHERINE S SAMPLE 632 KNICKERBOCKER ST, MADISON, WI 53711 | DIRECTOR | 0.1 | $0 |
| RYAN G SAMPLE 1394 HARVARD ROAD NE, ATLANTA, GA 30306 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended October 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIDGET SAMPLE JOYNER 1298 TAMMANY LN, HAMILTON, MT 59840 | DIRECTOR | 0.1 | $0 |
| BARBARA SAMPLE 2517 IRVING PLACE, BILLINGS, MT 59102 | EXEC. DIRECTOR/PRESIDENT | 1 | $0 |
| DAVID F SAMPLE 34174 CAMDEN LANE, POLSON, MT 59860 | DIRECTOR | 0.1 | $0 |
| PATRICK G SAMPLE PO BOX 410, INDEX, WA 98256 | DIRECTOR | 0.1 | $0 |
| RONALD J YATES JR CPA PO BOX 7112, BILLINGS, MT 591037112 | TREASURER | 0.1 | $0 |
| JAMES SAMPLE 275 WEST 96TH STREET APT 8B, NEW YORK, NY 10025 | DIRECTOR | 0.1 | $0 |
| JOHN SAMPLE 120 HITCHING POST RD, BOZEMAN, MT 59715 | DIRECTOR | 0.1 | $0 |
| JOSEPH F SAMPLE 833 PARKVIEW WAY, MISSOULA, MT 59803 | DIRECTOR | 0.1 | $0 |
| KATE SAMPLE 632 KNICKERBOCKER ST, MADISON, WI 53711 | DIRECTOR | 0.1 | $0 |
| RYAN SAMPLE 1394 HARVARD ROAD NE, ATLANTA, GA 30306 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended October 31, 2021: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH S SAMPLE 606 HIGHLAND PARK DRIVE, BILLINGS, MT 59102 | CHAIRMAN | 0.1 | $0 |
| BRIDGET SAMPLE JOYNER 1298 TAMMANY LN, HAMILTON, MT 59840 | TREASURER | 0.1 | $0 |
| BARBARA SAMPLE 2517 IRVING PLACE, BILLINGS, MT 59102 | EXEC. DIRECTOR/PRESIDENT | 1 | $0 |
| DAVID F SAMPLE 34174 CAMDEN LANE, POLSON, MT 59860 | DIRECTOR | 0.1 | $0 |
| PATRICK G SAMPLE PO BOX 410, INDEX, WA 98256 | DIRECTOR | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 120 HITCHING POST RD, BOZEMAN, MT 59715-8027
- In care of
- % SUITE 300
- Signed the 990-PF
- BARBARA M SAMPLE, FDN PRESIDENT
- Phone
- (406) 245-0550
- Website
- SAMPLEFOUNDATION.ORG
- Return prepared by
- EIDE BAILLY LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | Check at the IRS |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 59-6138602
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1956
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,256,098
- Income (IRS master file)
- $2,567,271
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2024 | $896,047 | $606,011 | $7,676,399 | XML |
| 990-PF | October 2023 | $3,391,438 | $2,117,756 | $6,818,291 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | $306,039 | $496,263 | $5,708,780 | XML |
| 990-PF | October 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-6138602).
Questions about SAMPLE FOUNDATION INC
- What is the EIN of SAMPLE FOUNDATION INC?
- The employer identification number (EIN) of SAMPLE FOUNDATION INC is 59-6138602.
- Is SAMPLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
- Are donations to SAMPLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMPLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMPLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAMPLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2024.
- Who are the officers and directors of SAMPLE FOUNDATION INC?
- The 990-PF for the year ended October 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does SAMPLE FOUNDATION INC have?
- On its 990-PF for the year ended October 31, 2024 it reported revenue of $896,047, expenses of $606,011 and total assets of $7,676,399 at year end.
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