Nonprofit · EIN 84-6318731
ANNIE MACLAY LEFFINGWELL LIVING TR
Also known as ANNIE MACLAY LEFFINGWELL FOUNDATION
Tax-exempt · MISSOULA, MT 59807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $43,466 | $29,901 | $13,565 | $421,184 | $0 | $421,184 |
| July 31, 2024 | 990-PF | $36,972 | $32,395 | $4,577 | $405,619 | $0 | $405,619 |
| July 31, 2023 | 990-PF | $35,026 | $33,617 | $1,409 | $401,042 | $0 | $401,042 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $9,830
- Interest
- $3,820
- Net gain from sales of assets
- $29,789
- Other income
- $27
Expenses
- Grants and similar amounts paid
- $19,385
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $20,797
- Excise tax on investment income
- $478
Balance sheet and other
- Total assets, start of year
- $405,619
- Total assets, end of year
- $421,184
- Total liabilities, end of year
- $0
- Net assets, end of year
- $421,184
- Fair market value of assets
- $492,887
- Qualifying distributions
- $20,797
- Net investment income
- $43,466
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HELENA S MACLAY PO BOX 9197, MISSOULA, MT 59807 | CO-TRUSTEE | 1 | $0 |
| GAIL H GOHEEN PO BOX 997, HAMILTON, MT 59840 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HELENA S MACLAY PO BOX 9197, MISSOULA, MT 59807 | CO-TRUSTEE | 1 | $0 |
| GAIL H GOHEEN PO BOX 997, HAMILTON, MT 59840 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended July 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HELENA S MACLAY PO BOX 9197, MISSOULA, MT 59807 | CO-TRUSTEE | 1 | $0 |
| GAIL H GOHEEN PO BOX 997, HAMILTON, MT 59840 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9197, MISSOULA, MT 59807-9197
- In care of
- % ANNIE MACLAY LEFFINGWELL FOUNDATI
- Signed the 990-PF
- HELENA S MACLAY, CO-TRUSTEE
- Phone
- (406) 721-4210
- Return prepared by
- WIPFLI ADVISORY 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 84-6318731
- 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
- 1998
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $421,184
- Income (IRS master file)
- $202,299
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $43,466 | $29,901 | $421,184 | XML |
| 990-PF | July 2024 | $36,972 | $32,395 | $405,619 | XML |
| 990-PF | July 2023 | $35,026 | $33,617 | $401,042 | XML |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 84-6318731).
Questions about ANNIE MACLAY LEFFINGWELL LIVING TR
- What is the EIN of ANNIE MACLAY LEFFINGWELL LIVING TR?
- The employer identification number (EIN) of ANNIE MACLAY LEFFINGWELL LIVING TR is 84-6318731.
- Is ANNIE MACLAY LEFFINGWELL LIVING TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ANNIE MACLAY LEFFINGWELL LIVING TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNIE MACLAY LEFFINGWELL LIVING TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNIE MACLAY LEFFINGWELL LIVING TR due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNIE MACLAY LEFFINGWELL LIVING TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of ANNIE MACLAY LEFFINGWELL LIVING TR?
- The 990-PF for the year ended July 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ANNIE MACLAY LEFFINGWELL LIVING TR have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $43,466, expenses of $29,901 and total assets of $421,184 at year end.
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