Helen N Clark Charitable Remainder Unitrust
- Assets
- $318.1k
- Revenue
- $31.8k
- Investments
- $306.5k
- Employees
- 0
- Location
- Billings, MT
- Founding
- 12/1994
- Data as of
- 09/2022
- EIN
- 84-6274116
Organization Overview
Helen N Clark Charitable Remainder Unitrust is located in Billings, MT. The organization was established in 1994. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Helen N Clark Charitable Remainder Unitrust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2022, Helen N Clark Charitable Remainder Unitrust generated $31.8k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.6% each year. All expenses for the organization totaled $21.8k during the year ending 09/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Helen N Clark Charitable Remainder Unitrust has awarded 44 individual grants totaling $156,544. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE HELEN N. CLARK CHARITABLE TRUST CONSISTS OF 5 SEPARATE FUNDS FOR THE BENEFIT OF ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). SEE PART XV FOR THE NAME AND ADDRESS OF EACH ENTITY WITH A BENEFICIAL INTEREST IN THE HELEN N. CLARK CHARITABLE TRUST.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Great Western Bank Former Trustee | 2 | $3,254 | |
First Interstate Bank Trustee | 2 | $748 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $54 |
| Dividends & Interest | $10,032 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $21,719 |
| Capital Gain Net Income | $21,719 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $31,805 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $4,002 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $123 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $6,975 |
| Contributions, gifts, grants paid | $14,784 |
| Total expenses and disbursements | $21,759 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $11,659 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $318,127 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Helen N Clark Charitable Remainder Unitrust has awarded $14,784 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
CITY OF LONGMONT PURPOSE: LONGMONT MUSEUM & CENTENNIAL PARK | $5,883 |
FIRST CONGREGATIONAL CHURCH - LONGMONT PURPOSE: UNRESTRICTED | $3,247 |
Longmont, CO PURPOSE: UNRESTRICTED | $2,537 |
CITY OF LONGMONT PURPOSE: LONGMONT LIBRARY | $1,794 |
ST VRAIN HISTORICAL SOCIETY INC PURPOSE: UNRESTRICTED | $1,323 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Greg Carr Foundation Inc Idaho Falls, ID | $40,032,587 | $6,894,106 |
Rob and Terry Ryan Foundation (MONTANA) INC Hamilton, MT | $0 | $1,856,642 |
Michael D And Susan H Arnesonfamily Foundation Inc Gallatin Gateway, MT | $0 | $612,050 |
North Dakota Natural Resources Trust Inc Bismarck, ND | $40,272,608 | $8,625,050 |
Allen Wyoming Foundation Inc Cody, WY | $22,700,817 | $3,733,473 |
Mcm Foundation Inc Boise, ID | $0 | $21,729 |
Cross Charitable Foundation Inc Bozeman, MT | $59,251,378 | $4,939,274 |
Tykeson Fam Charitable Tr Ovando, MT | $84,261,165 | $6,505,228 |
Branches Foundation Sioux Falls, SD | $29,470,613 | $4,463,228 |
Mdekfse Family Foundation Meridian, ID | $12,689,894 | $541,122 |
Clark Fork Manor Inc Missoula, MT | $6,226,553 | $2,581,327 |
Edson & Margaret Larson Foundation Grand Forks, ND | $49,885,317 | $8,448,045 |