Nonprofit · EIN 83-0316920
LETA RECORD TANNER CHARITABLE REMAINDER UNITRUST
Tax-exempt · BILLINGS, MT 59116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $74,672 | $83,700 | -$9,028 | $1,045,004 | $0 | $1,045,004 |
| December 31, 2024 | 990-PF | $1,320,452 | $76,538 | $1,243,914 | $1,054,136 | $0 | $1,054,136 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $41,803
- Net gain from sales of assets
- $32,869
Expenses
- Grants and similar amounts paid
- $65,000
- Compensation of officers, directors and key employees
- $16,685
- Disbursements for charitable purposes
- $69,171
- Excise tax on investment income
- $857
Balance sheet and other
- Total assets, start of year
- $1,054,136
- Total assets, end of year
- $1,045,004
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,045,004
- Fair market value of assets
- $1,378,624
- Qualifying distributions
- $69,171
- Net investment income
- $74,574
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST INTERSTATE BANK PO BOX 1307, LARAMIE, WY 82073 | TRUSTEE | 2 | $16,685 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST INTERSTATE BANK PO BOX 1307, LARAMIE, WY 82073 | TRUSTEE | 2 | $15,223 |
Address and contacts
- Address (IRS master file)
- PO BOX 30918, BILLINGS, MT 59116-0918
- In care of
- % FIRST INTERSTATE BANK
- Signed the 990-PF
- DEBRA UECKER, VP
- Phone
- (888) 791-4075
- Return prepared by
- ERNST & YOUNG US 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 83-0316920
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2026
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,045,004
- Income (IRS master file)
- $242,532
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $74,672 | $83,700 | $1,045,004 | IRS |
| 990-PF | December 2024 | $1,320,452 | $76,538 | $1,054,136 | XML |
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 83-0316920).
Questions about LETA RECORD TANNER CHARITABLE REMAINDER UNITRUST
- What is the EIN of LETA RECORD TANNER CHARITABLE REMAINDER UNITRUST?
- The employer identification number (EIN) of LETA RECORD TANNER CHARITABLE REMAINDER UNITRUST is 83-0316920.
- Is LETA RECORD TANNER CHARITABLE REMAINDER UNITRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
- Are donations to LETA RECORD TANNER CHARITABLE REMAINDER UNITRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does LETA RECORD TANNER CHARITABLE REMAINDER UNITRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LETA RECORD TANNER CHARITABLE REMAINDER UNITRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LETA RECORD TANNER CHARITABLE REMAINDER UNITRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LETA RECORD TANNER CHARITABLE REMAINDER UNITRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $16,685 (FIRST INTERSTATE BANK, TRUSTEE).
- How much revenue does LETA RECORD TANNER CHARITABLE REMAINDER UNITRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $74,672, expenses of $83,700 and total assets of $1,045,004 at year end.
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All nonprofits in BILLINGS · Montana · Philanthropy, voluntarism and grantmaking foundations