Skip to main content

Nonprofit · EIN 75-6659012

FIRST SPECIAL SERVICE FORCE MEMORIAL TR

Tax-exempt · GREAT FALLS, MT 59403

Financials

$10K$9K2023$11K$6K2024$8K$7K2025
Revenue Expenses · by fiscal year end
Financials of FIRST SPECIAL SERVICE FORCE MEMORIAL TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$8,285$7,400$885$124,286$0$124,286
June 30, 2025990-PF$10,783$5,586$5,197$120,752$0$120,752
June 30, 2024990-PF$9,576$9,299$277$115,392$0$115,392
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$3,491
Net gain from sales of assets
$4,794

Expenses

Grants and similar amounts paid
$0
Disbursements for charitable purposes
$3,578
Excise tax on investment income
$70

Balance sheet and other

Total assets, start of year
$120,752
Total assets, end of year
$124,286
Total liabilities, end of year
$0
Net assets, end of year
$124,286
Fair market value of assets
$157,104
Qualifying distributions
$3,578
Net investment income
$8,285

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
JACK DUMFORD
PO BOX 2309, GREAT FALLS, MT 59401
Trustor Comm.1$0
LONNIE COOK
PO BOX 2309, GREAT FALLS, MT 59401
Trustor Comm.1$0
JOHN SIMMS
PO BOX 2309, GREAT FALLS, MT 59401
Trustor Comm.1$0
990-PF for the year ended June 30, 2025: 3 people
NameTitleHours / weekCompensation
JACK DUMFORD
PO BOX 2309, GREAT FALLS, MT 59401
Trustor Comm.1$0
LONNIE COOK
PO BOX 2309, GREAT FALLS, MT 59401
Trustor Comm.1$0
JOHN SIMMS
PO BOX 2309, GREAT FALLS, MT 59401
Trustor Comm.1$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
HERMAN KASOFF
PO BOX 2309, GREAT FALLS, MT 59401
Trustor Comm.1$0
LONNIE COOK
PO BOX 2309, GREAT FALLS, MT 59401
Trustor Comm.1$0
JOHN WOON
PO BOX 2309, GREAT FALLS, MT 59401
Trustor Comm.1$0

Address and contacts

Address (IRS master file)
PO BOX 2309, GREAT FALLS, MT 59403-2309
In care of
% DAVDISON TRUST CO
Signed the 990-PF
DA DAVIDSON TRUST COMPANY, Trustee
Phone
(406) 791-7324
Return prepared by
Boyle Deveny & Meyer PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
75-6659012
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
2002
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$124,286
Income (IRS master file)
$16,734

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$8,285$7,400$124,286XML
990-PFJune 2025$10,783$5,586$120,752XML
990-PFJune 2024$9,576$9,299$115,392XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS
990-PFJune 2018–––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 75-6659012).

Questions about FIRST SPECIAL SERVICE FORCE MEMORIAL TR

What is the EIN of FIRST SPECIAL SERVICE FORCE MEMORIAL TR?
The employer identification number (EIN) of FIRST SPECIAL SERVICE FORCE MEMORIAL TR is 75-6659012.
Is FIRST SPECIAL SERVICE FORCE MEMORIAL TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to FIRST SPECIAL SERVICE FORCE MEMORIAL TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FIRST SPECIAL SERVICE FORCE MEMORIAL TR file?
Form 990-PF. Private foundations file every year.
When is the next return of FIRST SPECIAL SERVICE FORCE MEMORIAL TR due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FIRST SPECIAL SERVICE FORCE MEMORIAL TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of FIRST SPECIAL SERVICE FORCE MEMORIAL TR?
The 990-PF for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does FIRST SPECIAL SERVICE FORCE MEMORIAL TR have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $8,285, expenses of $7,400 and total assets of $124,286 at year end.

Other nonprofits in GREAT FALLS

All nonprofits in GREAT FALLS · Montana · Arts, culture and humanities