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Nonprofit · EIN 87-0699934

PENNMONT FOUNDATION INC

Tax-exempt · BOZEMAN, MT 59719

Financials

$115K$128K2022$167K$150K2023
Revenue Expenses · by fiscal year end
Financials of PENNMONT FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2024990-PF$166,604$150,264$16,340$2,301,494$0$2,301,494
November 30, 2023990-PF$115,212$127,732-$12,520$2,285,154$0$2,285,154
Financial details: 990-PF for the year ended November 30, 2024

Revenue

Dividends
$54,833
Interest
$21,012
Net gain from sales of assets
$90,759

Expenses

Grants and similar amounts paid
$124,300
Disbursements for charitable purposes
$124,300
Excise tax on investment income
$1,955

Balance sheet and other

Total assets, start of year
$2,285,154
Total assets, end of year
$2,301,494
Total liabilities, end of year
$0
Net assets, end of year
$2,301,494
Fair market value of assets
$2,545,209
Qualifying distributions
$124,300
Net investment income
$166,604

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 November 30, 2024, highest compensation first.

NameTitleHours / weekCompensation
ROBERT C MYERS
230 PASO DR, STEVENSVILLE, MT 59870
DIRECTOR0$0
CHRISTOPHER M MYERS
408 N BOZEMAN, BOZEMAN, MT 59715
PRESIDENT0$0
MOLLY MYERS
PO BOX 7122, MISSOULA, MT 59807
DIRECTOR0$0
JEAN MACINNES
POST DRIVE, BOZEMAN, MT 59715
DIRECTOR0$0
990-PF for the year ended November 30, 2023: 4 people
NameTitleHours / weekCompensation
ROBERT C MYERS
230 PASO DR, STEVENSVILLE, MT 59870
DIRECTOR0$0
CHRISTOPHER M MYERS
408 N BOZEMAN, BOZEMAN, MT 59715
PRESIDENT0$0
MOLLY MYERS
PO BOX 7122, MISSOULA, MT 59807
DIRECTOR0$0
JEAN MACINNES
POST DRIVE, BOZEMAN, MT 59715
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 12011, BOZEMAN, MT 59719-2011
In care of
% ROBERT P MYERS
Signed the 990-PF
CHRISTOPHER M MYERS, PRESIDENT
Phone
(406) 586-5253
Return prepared by
KAMI MCGINLEY CPA 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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026Not on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
87-0699934
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
2003
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$2,301,494
Income (IRS master file)
$393,669

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2024$166,604$150,264$2,301,494XML
990-PFNovember 2023$115,212$127,732$2,285,154XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 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 87-0699934).

Questions about PENNMONT FOUNDATION INC

What is the EIN of PENNMONT FOUNDATION INC?
The employer identification number (EIN) of PENNMONT FOUNDATION INC is 87-0699934.
Is PENNMONT FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to PENNMONT FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PENNMONT FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of PENNMONT FOUNDATION INC due?
The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PENNMONT FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2024.
Who are the officers and directors of PENNMONT FOUNDATION INC?
The 990-PF for the year ended November 30, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does PENNMONT FOUNDATION INC have?
On its 990-PF for the year ended November 30, 2024 it reported revenue of $166,604, expenses of $150,264 and total assets of $2,301,494 at year end.

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