Nonprofit · EIN 81-0370774
CHARLES M BAIR MEMORIAL TRUST FUND
Tax-exempt · BILLINGS, MT 59115
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990-PF (amended) | $1,530,904 | $1,863,107 | -$332,203 | $10,092,243 | $0 | $10,092,243 |
| January 31, 2024 | 990-PF | $1,400,252 | $1,620,104 | -$219,852 | $10,423,101 | $0 | $10,423,101 |
Financial details: 990-PF for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $1,050,000
- Dividends
- $241,565
- Net gain from sales of assets
- $211,396
- Other income
- $27,943
Expenses
- Grants and similar amounts paid
- $1,769,525
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,813,280
- Excise tax on investment income
- $6,076
Balance sheet and other
- Total assets, start of year
- $10,423,101
- Total assets, end of year
- $10,092,243
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,092,243
- Fair market value of assets
- $11,631,612
- Qualifying distributions
- $1,813,280
- Net investment income
- $480,904
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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NA PO BOX 30678, BILLINGS, MT 59115 | N/A | 0 | $0 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NA PO BOX 30678, BILLINGS, MT 59115 | N/A | 0 | $0 |
Address and contacts
- Address (IRS master file)
- US BANK, BILLINGS, MT 59115-0678
- In care of
- % US BANK TRUST TAX DEPARTMENT
- Signed the 990-PF
- US TRUST, OFFICER
- Phone
- (406) 657-8139
- Return prepared by
- PINION LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 81-0370774
- 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
- 1979
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $10,092,243
- Income (IRS master file)
- $4,446,181
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2025 | $1,530,904 | $1,863,107 | $10,092,243 | XML |
| 990-PF | January 2024 | $1,400,252 | $1,620,104 | $10,423,101 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 2019 | – | – | – | 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 81-0370774).
Questions about CHARLES M BAIR MEMORIAL TRUST FUND
- What is the EIN of CHARLES M BAIR MEMORIAL TRUST FUND?
- The employer identification number (EIN) of CHARLES M BAIR MEMORIAL TRUST FUND is 81-0370774.
- Is CHARLES M BAIR MEMORIAL TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to CHARLES M BAIR MEMORIAL TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES M BAIR MEMORIAL TRUST FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES M BAIR MEMORIAL TRUST FUND due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES M BAIR MEMORIAL TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2025.
- Who are the officers and directors of CHARLES M BAIR MEMORIAL TRUST FUND?
- The 990-PF for the year ended January 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does CHARLES M BAIR MEMORIAL TRUST FUND have?
- On its 990-PF for the year ended January 31, 2025 it reported revenue of $1,530,904, expenses of $1,863,107 and total assets of $10,092,243 at year end.
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