Nonprofit · EIN 81-6075761
CHARLES M BAIR FAMILY TR FUND
Tax-exempt · BILLINGS, MT 59107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $2,204,697 | $1,934,909 | $269,788 | $33,932,902 | $0 | $33,932,902 |
| April 30, 2024 | 990-PF | $2,069,272 | $1,786,774 | $282,498 | $33,313,114 | $0 | $33,313,114 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $1,050,000
- Dividends
- $424,384
- Interest
- $43,435
- Net gain from sales of assets
- $659,539
- Other income
- $27,339
Expenses
- Grants and similar amounts paid
- $1,029,721
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $325,537
- Disbursements for charitable purposes
- $1,851,765
- Excise tax on investment income
- $15,006
Balance sheet and other
- Total assets, start of year
- $33,313,114
- Total assets, end of year
- $33,932,902
- Total liabilities, end of year
- $0
- Net assets, end of year
- $33,932,902
- Fair market value of assets
- $24,008,520
- Qualifying distributions
- $1,851,765
- Net investment income
- $1,139,755
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paula Beezley 303 N Broadway, Billings, MT 59101 | Security and Mainten Highest-paid employee | 80 | $78,486 |
| Elizabeth Guheen 303 N Broadway, Billings, MT 59101 | Director and Chief C Highest-paid employee | 50 | $71,875 |
| Kevin Zimmerman 303 N Broadway, Billings, MT 59101 | Security Staff and S Highest-paid employee | 80 | $71,421 |
| Gerry Fagan Moulton Bellingham PO Box 2559, Billings, MT 59103 | Chairman | 15 | $0 |
| Bill Davies US Bank PO Box 2043, Milwaukee, WI 532012043 | Vice Chairman | 15 | $0 |
| James Day US Bank PO Box 2043, Milwaukee, WI 532012043 | Secretary | 15 | $0 |
| Kelly Coleman 1333 Riviera Place, Billings, MT 59106 | At Large Member - Yellowstone County | 15 | $0 |
| Burt Hurwitz 1486 Smith River Rd, White Sulphur Springs, MT 59645 | At Large Member - Meagher County | 15 | $0 |
990-PF for the year ended April 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paula Beezley 303 N Broadway, Billings, MT 59101 | Security and Mainten Highest-paid employee | 80 | $77,430 |
| Kevin Zimmerman 303 N Broadway, Billings, MT 59101 | Security Staff and S Highest-paid employee | 80 | $73,692 |
| Elizabeth Guheen 303 N Broadway, Billings, MT 59101 | Director and Chief C Highest-paid employee | 50 | $71,875 |
| Gerry Fagan Moulton Bellingham PO Box 2559, Billings, MT 59103 | Chairman | 15 | $0 |
| Bill Davies US Bank PO Box 2043, Milwaukee, WI 532012043 | Vice Chairman | 15 | $0 |
| James Day US Bank PO Box 2043, Milwaukee, WI 532012043 | Secretary | 15 | $0 |
| Kelly Coleman 1333 Riviera Place, Billings, MT 59106 | At Large Member - Yellowstone County | 15 | $0 |
| Burt Hurwitz 1486 Smith River Rd, White Sulphur Springs, MT 59645 | At Large Member - Meagher County | 15 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 30678, BILLINGS, MT 59107-0678
- In care of
- % U S BK
- Signed the 990-PF
- Peter Buss, Trustee
- Phone
- (406) 657-8139
- Website
- www.charlesmbairtrusts.org
- Return prepared by
- Eide Bailly 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 81-6075761
- 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
- 1994
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $33,932,902
- Income (IRS master file)
- $3,891,128
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $2,204,697 | $1,934,909 | $33,932,902 | XML |
| 990-PF | April 2024 | $2,069,272 | $1,786,774 | $33,313,114 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | 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 81-6075761).
Questions about CHARLES M BAIR FAMILY TR FUND
- What is the EIN of CHARLES M BAIR FAMILY TR FUND?
- The employer identification number (EIN) of CHARLES M BAIR FAMILY TR FUND is 81-6075761.
- Is CHARLES M BAIR FAMILY TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to CHARLES M BAIR FAMILY TR FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES M BAIR FAMILY TR FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES M BAIR FAMILY TR FUND due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES M BAIR FAMILY TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of CHARLES M BAIR FAMILY TR FUND?
- The 990-PF for the year ended April 30, 2025 lists 8 people; 3 received compensation from the organization, the highest $78,486 (Paula Beezley, Security and Mainten).
- How much revenue does CHARLES M BAIR FAMILY TR FUND have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $2,204,697, expenses of $1,934,909 and total assets of $33,932,902 at year end.
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- JOINT POWERS TRUST EIN 81-0457009 · last filed 990 for 2025
- BILLINGS CLINIC EMPLOYEE BENEFIT TRUST EIN 81-0391600 · last filed 990 for 2024
- BILLINGS FOOD BANK INC EIN 36-3519470 · last filed 990 for 2025
- MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST EIN 81-0449239 · last filed 990 for 2025
- VALLEY FINANCIAL CREDIT UNION EIN 81-0247124 · last filed 990 for 2024