TY 2017 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) CHRISTINA HOOVER-BLACKWELL...................................................................... DIRECTOR	1.00 .................	X
(2) TOM PETRIE...................................................................... CHAIR	1.00 .................	X	X
(3) NORMAN BOOK JR...................................................................... TREASURER	1.00 .................	X	X
(4) HENRY BEDFORD...................................................................... DIRECTOR	1.00 .................	X
(5) JILL CROSS...................................................................... DIRECTOR	1.00 .................	X
(6) MICHAEL J DADY...................................................................... DIRECTOR	1.00 .................	X
(7) DAN FIEHRER...................................................................... DIRECTOR	1.00 .................	X
(8) RANDY FOUTCH...................................................................... DIRECTOR	1.00 .................	X
(9) GAIL HAYES-DAVIS...................................................................... DIRECTOR	1.00 .................	X
(10) DAVID J KORNDER...................................................................... DIRECTOR	1.00 .................	X
(11) ANNE MARTINEZ...................................................................... SECRETARY	1.00 .................	X	X
(12) JOE MASTERSON...................................................................... DIRECTOR	1.00 .................	X
(13) ROBIN RASMUSSEN...................................................................... DIRECTOR	1.00 .................	X
(14) JOHN D ROGERS JR...................................................................... DIRECTOR	1.00 .................	X
(15) SARAH STEVENSON...................................................................... DIRECTOR	1.00 .................	X
(16) ANNIE THOM...................................................................... DIRECTOR	1.00 .................	X
(17) JESSIE VAN NESS...................................................................... DIRECTOR	1.00 .................	X

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

TRIGG - C M RUSSELL FOUNDATION INC

Employer identification number

81-6003526

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	868,015	917,897	788,470	2,788,929	2,375,373	7,738,684
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	2,373,620	4,006,115	332,958	2,092,001	1,993,224	10,797,918
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5	3,241,635	4,924,012	1,121,428	4,880,930	4,368,597	18,536,602
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons	190,000	161,617	76,050	567,663	712,133	1,707,463
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.						0
c	Add lines 7a and 7b..	190,000	161,617	76,050	567,663	712,133	1,707,463
8	Public support. (Subtract line 7c from line 6.)						16,829,139

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
9	Amounts from line 6...	3,241,635	4,924,012	1,121,428	4,880,930	4,368,597	18,536,602
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	143,232	161,288	100,325	378,162	318,305	1,101,312
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.	143,232	161,288	100,325	378,162	318,305	1,101,312
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.	17,736	14,047	138,011	16,531	18,915	205,240
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..	3,402,603	5,099,347	1,359,764	5,275,623	4,705,817	19,843,154

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

84.810 %

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

86.470 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

5.550 %

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

5.520 %

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2019

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2019 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Name of the organization

TRIGG - C M RUSSELL FOUNDATION INC

Employer identification number

81-6003526

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2

Name of organization TRIGG - C M RUSSELL FOUNDATION INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 3

Name of organization TRIGG - C M RUSSELL FOUNDATION INC		Employer identification number 81-6003526

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 4


Name of organization TRIGG - C M RUSSELL FOUNDATION INC			Employer identification number 81-6003526
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

TRIGG - C M RUSSELL FOUNDATION INC

Employer identification number

81-6003526

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.

			Held at the End of the Year
a	Total number of conservation easements ......................	2a	2
b	Total acreage restricted by conservation easements ....................	2b	2.00
c	Number of conservation easements on a certified historic structure included in (a) .....	2c	2
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

2.00

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	5,039,350	3,536,404	3,364,662	3,386,690	3,304,447
b	Contributions ...	150,000	1,350,000	316,992	16,661
c	Net investment earnings, gains, and losses	279,760	418,809	-40,036	116,487	425,978
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	143,558	232,596	93,962	144,160	333,461
f	Administrative expenses ....	23,029	33,267	11,252	11,016	10,274
g	End of year balance ......	5,302,523	5,039,350	3,536,404	3,364,662	3,386,690

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

70.000 %

Permanent endowment SchDMd Bullet

25.590 %

Term endowment SchDMd Bullet

4.410 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

Yes

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	320,929		320,929
b	Buildings ....	8,116,795	4,365,883	3,750,912
c	Leasehold improvements
d	Equipment ....	1,185,553	1,185,153	400
e	Other .....	762,425		762,425
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				4,834,666

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) CORPORATE BONDS	1,032,328	F
(B) GOVERNMENT BONDS	574,882	F
(C) MUTUAL FUNDS	707,892	F
(D) EQUITY SECURITIES	2,642,223	F
(E) REIT	3,633	F
(F) EXCHANGE TRADED	897,276	F
(G) MUNICIPAL BONDS	102,383	F
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	5,960,617

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	4,870
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	4,784,252
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-100,665
b	Donated services and use of facilities .........	2b	83,321
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	44,144
e	Add lines 2a through 2d .....................			2e	26,800
3	Subtract line 2e from line 1..................			3	4,757,452
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	4,757,452

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	3,796,448
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	14,343
e	Add lines 2a through 2d....................			2e	14,343
3	Subtract line 2e from line 1...................			3	3,782,105
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	3,782,105

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART II, LINE 9:	THE CONSERVATION EASEMENTS PROTECT CHARLES M. RUSSELL'S HOME BUILT IN 1900 AND LOG STUDIO BUILT IN 1903. THESE BUILDINGS ARE LOCATED NEXT TO THE MUSEUM ITSELF, AND ARE OPEN FOR TOURS DURING MUSEUM HOURS. THE CONSERVATION EASEMENTS ARE PART OF THE FOUNDATION'S PERMANENT ART COLLECTION, WHICH IS NOT REPORTED IN ITS REVENUE STATEMENT OR BALANCE SHEET PURSUANT TO SFAS 116.
PART III, LINE 1A:	NOTE 12 TO THE FINANCIAL STATEMENTS: PERMANENT ART COLLECTION: THE FOUNDATION'S COLLECTIONS ARE MADE UP OF ART OBJECTS, PERSONAL BELONGINGS, AND HISTORICAL ARTIFACTS OF CHARLES M. RUSSELL AND OTHERS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN. EACH ITEM IS PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PROCEEDS FROM SALES OF DE-ACCESSIONED COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. THE FOUNDATION HAS AN ADOPTED COLLECTIONS MANAGEMENT POLICY IN PLACE. IN KEEPING WITH STANDARD MUSEUM PRACTICE, THE COLLECTIONS, WHICH WERE ACQUIRED VIA PURCHASES AND CONTRIBUTIONS, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF ARTWORK ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS OR TEMPORARILY RESTRICTED NET ASSETS IN THE YEAR OF PURCHASE, DEPENDING ON THE SOURCES OF FUNDS USED. THE COLLECTION ITEMS ACQUIRED BY GIFT WERE VALUED BY THE DONORS AT $776,160 AND $214,640, RESPECTIVELY, FOR THE YEARS ENDED SEPTEMBER 30, 2017 AND SEPTEMBER 30, 2018, AND ARE NOT REFLECTED IN THE STATEMENTS OF ACTIVITIES.
PART III, LINE 4:	THE ORGANIZATION'S PERMANENT COLLECTIONS INCLUDE MORE THAN 12,000 OBJECTS SPANNING FROM ABOUT 1750 TO THE PRESENT: PAINTINGS, DRAWINGS, ORIGINAL PRINTS, SCULPTURE, NATIVE AMERICAN ARTIFACTS, BOOKS, MANUSCRIPTS, IMPRINTS, MAPS, PHOTOGRAPHS, AND CORRESPONDENCE. ALSO INCLUDED ARE TWO HISTORIC STRUCTURES, THE RUSSELL HOME AND STUDIO, BOTH OF WHICH INCLUDE HISTORIC AND PERIOD FURNISHINGS, TOOLS, EQUIPMENT, ART SUPPLIES, CLOTHING, AND OTHER APPROPRIATE COLLECTIONS. THE COLLECTIONS RELATE TO THE CULTURE AND HISTORY OF THE AMERICAN WEST. SIGNIFICANT PARTS OF THE FINE ART COLLECTION, ARTIFACT COLLECTION, AND RUSSELL STUDIO COLLECTION CONSIST OF OBJECTS CREATED BY, OWNED BY, AND/OR USED BUY CHARLES M. RUSSELL. THIS COLLECTION FURTHERS THE EXEMPT PURPOSE OF THE ORGANIZATION, WHICH IS TO COLLECT, PRESERVE, RESEACH, INTERPRET AND EDUCATE ON THE ART AND LIFE OF CHARLES M. RUSSELL; THE ART AND LIFE OF HIS CONTEMPORARIES; AND THE ART OF PRECEDING AND ENSUING GENERATIONS THAT DEPICTS AND FOCUSES ON THE CULTURE, LIFE AND COUNTRY OF RUSSELL'S WEST.
PART V, LINE 4:	THE TRIGG - C.M. RUSSELL FOUNDATION, INC. ENDOWMENT WAS ESTABLISHED TO SUPPORT THE MUSEUM FINANCES FOR A VARIETY OF PURPOSES. THERE ARE THREE CATEGORIES OF ENDOWMENT FUNDS: PERMANENT, TEMPORARILY RESTRICTED, AND BOARD DESIGNATED. IN THE PERMANENT ENDOWMENT, DONORS HAVE PLACED CERTAIN RESTRICTIONS ON THEIR GIFTS. THESE RESTRICTIONS INCLUDE OPERATIONS, EDUCATION AND ART. THE FOUNDATION ALSO HAS BEEN THE BENEFICIARY OF CHARITABLE GIFT ANNUITIES. THESE GIFTS ARE PERMANENTLY RESTRICTED AND THE FOUNDATION HAS A LIABILITY FOR THE ANNUITY PAYMENTS TO THE DONORS. THE ENDOWMENT ALSO INCLUDES A TEMPORARILY RESTRICTED GIFT THAT IS RESTRICTED BASED ON TIME. THE RESTRICTION WILL BE MET AUGUST 1, 2021. THE BOARD DESIGNATED ENDOWMENT INCLUDES FUNDS THAT WERE RECEIVED FROM DONORS WITHOUT RESTRICTIONS AND THE BOARD VOTED TO DESIGNATE THESE FUNDS TO BE SET ASIDE FOR SPECIFIC PURPOSES. THE PURPOSES INCLUDE FUNDS FOR A CURATORIAL CHAIR, OPERATIONS, EDUCATION, ART, EXHIBITIONS, GENERAL CAPITAL IMPROVEMENTS, AND STUDIO IMPROVEMENTS. THE BOARD CAN UNDESIGNATE THESE FUNDS AT ANY TIME VIA BOARD VOTE.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN VALUE OF SPLIT INTEREST A 34,101. RENTAL PROPERTY EXPENSE 155. SPECIAL EVENT EXPENSE 9,888.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	RENTAL PROPERTY EXPENSE 155. PERMANENT COLLECTION PURCHASES 4,300. SPECIAL EVENT EXPENSE 9,888.

Schedule D (Form 990) 2019

Additional Data

Software ID:
Software Version:

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
TRIGG - C M RUSSELL FOUNDATION INC

Employer identification number
81-6003526

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2019

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) SCHOLARSHIPS	8	7,800
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

THE APPLICATION PROCESS AND BUDGET WILL BE ADMINISTERED THROUGH THE EDUCATION DEPARTMENT AT THE C.M. RUSSELL MUSEUM. THE AWARDED SCHOLARSHIP WILL BE PAID DIRECTLY TO THE ACCREDITED UNIVERSITY OR COLLEGE TO COVER TUITION WITH PROOF OF ENROLLMENT IN CLASSES RELATED TO THE DISCIPLINES OF ART HISTORY, AMERICAN HISTORY, ART EDUCATION, LIBRARY SCIENCE, MUSEUM STUDIES, OR VISUAL FINE ARTS (NOT MUSIC OR PERFORMING ARTS). STUDENTS MUST DEMONSTRATE ACADEMIC ACHIEVEMENT WITH A CUMULATIVE 3.0 OR HIGHER GRADE-POINT AVERAGE EACH YEAR DURING THE FOUR YEARS OF THE AWARD AND CONTINUATION OF ENROLLMENT IN THE CLASSES OUTLINED ABOVE. SCHOLARSHIPS WILL NOT BE AWARDED TO A STUDENT WHO HAS RECEIVED ANY OTHER SIGNIFICANT SCHOLARSHIP AS DETERMINED BY THE C.M. RUSSELL MUSEUM AND HIGH SCHOOL GUIDANCE COUNSELORS. IF A STUDENT FAILS TO MEET THESE CRIETRIA IN HIS/HER COLLEGE CAREER, THE SCHOLARSHIP WILL BE FORFEITED AND THE FUNDS WILL REMAIN WITH THE ANNE MORAND MEMORIAL SCHOLARSHIP FUND.

Schedule I (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

TRIGG - C M RUSSELL FOUNDATION INC

Employer identification number

81-6003526

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2019

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) WAYNE THARES	PREVIOUS DIRECTOR	62,181	CATERING FOR THE RUSSELL		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

TRIGG - C M RUSSELL FOUNDATION INC

Employer identification number

81-6003526

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	4	15,243
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( SECRET SPIRIT SUPPLIES )	X	4	5,145
26 Other ( 50TH PINS )	X	1	4,830
27 Other ( RUSSELL DECORATIONS )	X	1	1,045
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2019)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference

Explanation

PART I, LINE 33:

THE FOUNDATION HAS ELECTED UNDER SFAS 116 NOT TO REPORT IN ITS REVENUE STATEMENT AND BALANCE SHEET WORKS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE (SEE SCHEDULE D, PART XIV FOR ADDITIONAL INFORMATION). AS SUCH, THERE IS NO REVENUE ASSOCIATED WITH THE DONATED WORKS OF ART REPORTED ABOVE. HOWEVER, THE COLLECTION ITEMS ACQUIRED BY GIFT IN FISCAL YEAR 2018 WERE VALUED BY THE DONORS AT $214,640.

Schedule M (Form 990) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

TRIGG - C M RUSSELL FOUNDATION INC

Employer identification number

81-6003526

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	LINE 11A EXPLANATION - THE FORM 990 IS PREPARED BY THE FOUNDATION'S INDEPENDENT ACCOUNTANT AND REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR AND CHIEF OPERATIONS OFFICER. THE RETURN IS THEN PRESENTED TO THE BOARD OF DIRECTORS AT THE NEXT REGULARLY SCHEDULED FULL BOARD MEETING. UPON REVIEW AND DISCUSSION, THE 990 IS SUBJECT TO APPROVAL BY MAJORITY VOTE. ONCE APPROVED, IT IS THEN FILED.
FORM 990, PART VI, SECTION B, LINE 12C	ALL MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY AND DISCLOSE ALL MATERIAL CONFLICTS. SHOULD A SITUATION ARISE WHERE A BOARD MEMBER HAS A CONFLICT OF INTEREST, THE BOARD MEMBER ABSTAINS FROM VOTING ON THE ISSUE.
FORM 990, PART VI, SECTION B, LINE 15	THE FOUNDATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR HIRING ALL OFFICERS OF THE ORGANIZATION. THE BOARD RESEARCHES COMPARABLE ORGANIZATIONS TO DETERMINE REASONABLE COMPENSATION AND BENEFIT PACKAGES FOR THE ORGANIZATION'S OFFICERS. THE FOUNDATION'S OFFICERS ARE RESPONSIBLE FOR HIRING KEY EMPLOYEES. COMPARISONS ARE MADE TO SIMILAR ORGANIZATIONS AND LOCAL EMPLOYMENT AGENCIES ARE CONTACTED FOR INPUT AS WELL. THERE WERE NO KEY EMPLOYEES EMPLOYED BY THE FOUNDATION IN FISCAL YEAR 2018 (BASED UPON THE 990 DEFINITION OF KEY EMPLOYEE).
FORM 990, PART VI, SECTION C, LINE 19	ALL REQUIRED PUBLIC DOCUMENTS ARE MADE AVAILABLE AT THE C.M. RUSSELL MUSEUM ADMINISTRATIVE OFFICES UPON REQUEST.
FORM 990, PART VIII, LINE 1G: NONCASH CONTRIBUTIONS	PER THE INSTRUCTIONS TO FORM 990, THE VALUE OF DONATED SERVICES IS DISREGARDED FOR REPORTING PURPOSES. HOWEVER, THE FOUNDATION WOULD LIKE TO RECOGNIZE THE DONATED SERVICES IT RECEIVES, AS THEY ARE VITAL TO ITS SUCCESS. IT RECEIVED $83,322 IN DONATED SERVICES IN FISCAL YEAR 2018.
FORM 990, PART IX, LINE 24E	POSTAGE/SHIPPING & HANDLING: PROGRAM SERVICE EXPENSES 72,353. MANAGEMENT AND GENERAL EXPENSES 1,355. FUNDRAISING EXPENSES 14,347. TOTAL EXPENSES 88,055. COMPUTER EXPENSES: PROGRAM SERVICE EXPENSES 20,116. MANAGEMENT AND GENERAL EXPENSES 8,680. FUNDRAISING EXPENSES 35,626. TOTAL EXPENSES 64,422. CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 46,007. FUNDRAISING EXPENSES 16,574. TOTAL EXPENSES 62,581. SECURITY: PROGRAM SERVICE EXPENSES 57,302. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,302. EXHIBIT MATERIALS AND SUPPLIES: PROGRAM SERVICE EXPENSES 55,168. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,168. EXHIBIT RENTAL FEES: PROGRAM SERVICE EXPENSES 27,336. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,336. WRITEOFFS: PROGRAM SERVICE EXPENSES 22,754. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,754. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 13,888. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,877. TOTAL EXPENSES 21,765. SMALL FURNITUE, FIXTURES & EQUIPMENT: PROGRAM SERVICE EXPENSES 8,781. MANAGEMENT AND GENERAL EXPENSES 4,828. FUNDRAISING EXPENSES 2,050. TOTAL EXPENSES 15,659. DONOR RELATIONS: PROGRAM SERVICE EXPENSES 3,478. MANAGEMENT AND GENERAL EXPENSES 191. FUNDRAISING EXPENSES 11,142. TOTAL EXPENSES 14,811. TAXES AND FEES: PROGRAM SERVICE EXPENSES 35. MANAGEMENT AND GENERAL EXPENSES 8,540. FUNDRAISING EXPENSES 2,847. TOTAL EXPENSES 11,422. EXHIBITY DESIGN: PROGRAM SERVICE EXPENSES 9,031. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 54. TOTAL EXPENSES 9,085. MEMBERSHIP FEES: PROGRAM SERVICE EXPENSES 3,720. MANAGEMENT AND GENERAL EXPENSES 810. FUNDRAISING EXPENSES 2,341. TOTAL EXPENSES 6,871. STAFF EXPENSE - OTHER: PROGRAM SERVICE EXPENSES 88. MANAGEMENT AND GENERAL EXPENSES 3,787. FUNDRAISING EXPENSES 1,490. TOTAL EXPENSES 5,365. PUBLICATION AND SUBSCRIPTION: PROGRAM SERVICE EXPENSES 3,619. MANAGEMENT AND GENERAL EXPENSES 449. FUNDRAISING EXPENSES 567. TOTAL EXPENSES 4,635. CONSERVATION EXPENSE: PROGRAM SERVICE EXPENSES 4,158. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,158. PROFESSIONAL DEVELOPMENT - STAFF: PROGRAM SERVICE EXPENSES 968. MANAGEMENT AND GENERAL EXPENSES 803. FUNDRAISING EXPENSES 2,145. TOTAL EXPENSES 3,916. TELEPHONE: PROGRAM SERVICE EXPENSES 666. MANAGEMENT AND GENERAL EXPENSES 1,040. FUNDRAISING EXPENSES 1,276. TOTAL EXPENSES 2,982. STAFF SEARCH: PROGRAM SERVICE EXPENSES 71. MANAGEMENT AND GENERAL EXPENSES 523. FUNDRAISING EXPENSES 821. TOTAL EXPENSES 1,415. AUTO: PROGRAM SERVICE EXPENSES 903. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 903. BOARD MEETING EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 201. FUNDRAISING EXPENSES 67. TOTAL EXPENSES 268. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 21. MANAGEMENT AND GENERAL EXPENSES 23. FUNDRAISING EXPENSES 89. TOTAL EXPENSES 133.
FORM 990, PART XI, LINE 9:	PERMANENT COLLECTIONS PURCHASES -4,300. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 34,101.
FORM 990, PART XII, LINE 2C:	NO CHANGE FROM PRIOR YEAR IN THE ORGANIZATION'S FINANCIAL STATEMENT OVERSIGHT OR INDEPENDENT ACCOUNTANT SELECTION PROCESSES.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE MISSION OF THE TRIGG-C.M. RUSSELL FOUNDATION, INC. (D.B.A. THE C.M. RUSSELL MUSEUM) IS TO COLLECT, PRESERVE, RESEARCH, INTERPRET AND EDUCATE ON THE ART AND LIFE OF CHARLES M. RUSSELL; THE ART AND LIFE OF HIS CONTEMPORARIES; AND THE ART OF PRECEDING AND ENSUING GENERATIONS THAT DEPICTS AND FOCUSES ON THE CULTURE, LIFE AND COUNTRY OF RUSSELL'S WEST.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	22
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	22
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	46
6	Total number of volunteers (estimate if necessary) .............	6	183
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	17,775
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	3,577,399	2,375,373
9	Program service revenue (Part VIII, line 2g) .........	3,499,500	1,628,299
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	611,153	574,424
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	570,157	179,356
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	8,258,209	4,757,452
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	12,725	7,800
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	2,400,490	1,471,548
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 937,449
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	4,058,998	2,302,757
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	6,472,213	3,782,105
19	Revenue less expenses. Subtract line 18 from line 12.......	1,785,996	975,347
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	12,942,981	13,998,666
21	Total liabilities (Part X, line 26).............	21,493	89,374
22	Net assets or fund balances. Subtract line 21 from line 20.....	12,921,488	13,909,292

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,474,076 including grants of $ ) (Revenue $ 1,637,112 )
	COLLECTIONS AND EXHIBITIONS: IN 2018, 36,912 PEOPLE VISITED THE C.M. RUSSELL MUSEUM. THE RUSSELL WORKS CONTINUE TO BE DISPLAYED THEMATICALLY AND IN CHRONOLOGICAL ORDER. FIVE MAJOR CHANGING EXHIBITIONS WERE ON DISPLAY IN 2018: THE RUSSELL EXHIBITION AND SALE, ARTIFACT INTO ART: THE C.M. RUSSELL STUDIO COLLECTION, SELECTIONS FROM THE NORTH AMERICAN INDIAN BY EDWARD S. CURTIS, C.M. RUSSELL THE WOMEN IN HIS LIFE AND ART, AND THE LEROY STRAND COLLECITON, WHICH IS THE MUSEUM'S FOUNDATIONAL COLLECTION AND IMPETUS BEHIND THE MUSEUM'S MISSION. THE MUSEUM CONTINUED THE EXTENSIVE PERMANENT EXHIBITION CALLED THE BISON: AMERICAN ICON, HEART OF PLAINS INDIAN CULTURE, WHICH OPENED IN DECEMBER 2008 AND THE JOSPEHINE TRIGG COLLECTION OPENED IN OCTOBER 2017. THE MUSEUM ALSO PROVIDES SOME EVENING EXHIBIT OPENINGS TO THE COMMUNITY FREE OF CHARGE AS A WAY TO ENCOURAGE PARTICIPATION IN THE MUSEUM. STAFF CONTINUES TO ENGAGE NEW METHODS OF REACHING POTENTIAL AUDIENCES BY UTILIZING BILLBOARDS AND SOCIAL MEDIA. STAFF IN THIS AREA CONTINUALLY MONITORS THE STATUS OF BOTH PERMANENT COLLECTION PIECES AS WELL AS THOSE ON LOAN AND MANAGE AND IMPROVE THE ENVIRONMENT FOR ALL OF THE ART. THE MUSEUM RECEIVED DONATIONS OF ART AND ARTIFACTS DURING THE YEAR VALUED BY THE DONORS AT $613,000. THE COLLECTIONS AND EXHIBITIONS AREA DIRECTLY SUPPORTS THE MUSEUM'S MISSION.

4b	(Code: ) (Expenses $ 191,069 including grants of $ 7,800 ) (Revenue $ )
	EDUCATION/PUBLIC PROGRAMS: IN SUPPORT OF ITS MISSION, THE MUSEUM OFFERS FREE ADMISSION TO THE PUBLIC DURING WESTERN ART WEEK AND TO THE RUSSELL SKULL SOCIETY ARTIST SUITES, OFFERING WORKS BY AN ELITE GROUP OF WESTERN ARTISTS DEDICATED TO THE LEGACY OF CHARLIE RUSSELL. FREE ADMISSION IS ALSO OFFERED TO A SYMPOSIUM FEATURING SCHOLARS IN THE FIELD OF WESTERN ART AND HISTORY AND ON FRIDAY EVENING OF WESTERN ART WEEK HOLDING AN AUCTION FEATURING ARTWORK OF EMERGING WESTERN ARTISTS. THE MUSEUM CONTINUES ITS EDUCATIONAL PROGRAMS INCLUDING THE FIFTH GRADE TOURS FOR CITY AND COUNTY STUDENTS WHO'S ESSAYS ARE FEATURED AT A SPECIAL PROCLAMATION CEREMONY RELATED TO THE RUSSELL, SUNDAY SAMPLER (COLLABORATIVE EFFORT WITH THE LOCAL MUSEUMS CONSORTIUM), AND ART EXPLORERS, TOT'S TALES, AND BISON DAY CAMPS (CLASSES HELD THROUGHOUT THE YEAR ON VARIOUS ART TOPICS INCLUDING DRAWING, SCULPTING, AND PAINTING). FAMILY PROGRAMS INCLUDED SADDLES AND SPURS, HOLIDAY OPEN HOUSE, AND AMERICAN INDIAN HERITAGE DAYS, WHICH CONTINUE TO BE WELL ATTENDED. THE EDUCATION DEPARTMENT ALSO OFFERED A MUSICAL OUTREACH PROGRAM WITH PIANIST LAURA DEAN TO ALL MIDDLE AND HIGH SCHOOLS IN THE COMMUNITY AS WELL AS A COMMINUTY CONCERT BY THE GREAT FALLS COLLEGE FEATURING A POEM BY C.M. RUSSELL. ADULT CLASSES WERE PROVIDED, SUCH AS A SCULPTURE WORKSHOP WITH ARTIST KEN MAYERNIK AND MONTHLY DRAWING IN THE STUDIO CLASSES WITH LIVE MODELS. EXHIBITIONS WERE SUPPORTED THROUGH PROGRAMMING BY OFFERING LECTURES AND EDUCATIONAL COMPONENTS, SUCH AS GALLERY WALK AND TALKS WITH THE ARITST OR CURATOR, LECTURES SUCH AS EMBODIED ART: C.M. RUSSELL AND THE PERFORMANCE OF "AH-WAH-COUS" BY CURATOR EMILY WILSON, AND HOLLYWOOD HOOFBEATS BY AUTHOR PETRINE DAY MITCHUM. THE EDUCATION AREA IS AN ESSENTIAL PART OF THE MUSEUM'S MISSION, WHICH STRIVES TO EDUCATE AND EXPOSE PEOPLE TO RUSSELL'S ART AND LIFE AS WELL AS THE ART AND LIFE OF HIS CONTEMPORARIES.

4c	(Code: ) (Expenses $ 598,476 including grants of $ ) (Revenue $ 129,125 )
	MUSUEM SERVICES: THE PURPOSE OF THE TRIGG-RUSSELL FOUNDATION, INC. IS TO OPERATE AND MAINTAIN THE C.M. RUSSELL MUSEUM, WHILE FOLLOWING THE MISSION OF THE ORGANIZATION. THE MUSEUM REQUIRES OPERATIONS STAFF ON SITE DURING ALL OPEN HOURS TO ENSURE SAFETY FOR STAFF, VISITORS, VOLUNTEERS, AND THE COLLECTIONS. MUSEUM STAFF MAINTAINS THE GROUNDS AND BUILDING. MUSEUM SERVICES ALSO INCLUDES GUEST RELATIONS TO SERVE THE MUSEUM VISITORS, THE ADMINISTRATIVE STAFF, EVENTS COORDINATION, AND THE MUSEUM STORE, WHICH FURTHERS THE MUSEUM'S IMAGE AND RECOGNITION WITH BRANDED PRODUCTS AS WELL AS MERCHANDISE RELTAED TO CHARLES M. RUSSELL AND THE MISSION OF THE MUSEUM. THE MUSEUM CONTINUED EFFORTS IN ORDER TO SUSTAIN VISITATION, MEMBERSHIP, VOLUNTEERS, AND FUND-RAISING EFFORTS. THE MUSEUM OFFERED FREE PROGRAMS TO RESIDENTS AS A WAY OF INVITING THEM TO SEE WHAT THE MUSEUM INCLUDES AND THE DEPTH AND RANGE OF THE INSTITUTION'S ROLE IN THE COMMUNITY. SUCH EXAMPLES INCLUDE SADDLES AND SPURS, LECTURES, AND THE EDUCATIONAL SYMPOSIUM DURING THE RUSSELL. ALL OF THESE AREAS ARE ESSENTIAL TO CARRYING OUT THE MISSION OF THE MUSEUM AND EACH COMPONENT MUST WORK WITH THE OTHER TO BE SUCCESSFUL IN THE MUSEUM'S CURRETN AND FUTURE ENDEAVORS.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses2,263,621

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) STEVEN J WHISLER........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(19) JIM PETERSON........................................................................ VICE CHAIR	1.00 .......................	X	X	0	0	0
(20) AMY BEAMES........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(21) LARRY LEN PETERSON........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(22) CRAIG R BARRETT........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(23) MICHAEL DUCHEMIN........................................................................ EXECUTIVE DIRECTOR	50.00 .......................	X	X	10,947	0	0
(24) JUSTIN CAMPOS........................................................................ CHIEF FINANCE OFFICER	45.00 .......................		X	74,184	0	1,416
(25) THOMAS FARGELLE........................................................................ EXECUTIVE DIRECTOR	50.00 .......................		X	50,000	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	135,131	0	1,416

(A) Name and business address	(B) Description of services	(C) Compensation
ROBINSON CONSTRUCTION 2633 17TH ST NE BLACK EAGLE,MT59414	RESTORATION OF RUSSELL HOME	413,453




2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 1

1a	Federated campaigns..		1a
b	Membership dues..		1b	91,570
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	69,875

f	All other contributions, gifts, grants, and similar amounts not included above		1f	2,213,928

g	Noncash contributions included in lines 1a - 1f:$		1g	26,263

h Total. Add lines 1a-1f.......		2,375,373

		Business Code
2a	THE RUSSELL & WESTERN	900099	1,500,314	1,500,314
b	ADMISSIONS AND TOURS	900099	98,789	98,789
c	EXHIBITIONS - OTHER MU	900099	29,196	29,196
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,628,299

3 Investment income (including dividends, interest, and othersimilar amounts) ......			257,148			257,148
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........			9,089			9,089
		(ii) Personal	(i) Real
6a	Gross rents		17,967	6a
b	Less: rental expenses		155	6b
c	Rental income or (loss)		17,812	6c
d	Net rental income or (loss).......			17,812			17,812
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		875,583	7a
b	Less: cost or other basis and sales expenses		558,307	7b
c	Gain or (loss)		317,276	7c
d	Net gain or (loss).........			317,276			317,276
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	6,630
b	Less: direct expenses ...		8b	9,888
c	Net income or (loss) from fundraising events..			-3,258			-3,258
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	358,295
b	Less: cost of goods sold ..		10b	221,497
c	Net income or (loss) from sales of inventory..			136,798	136,798
Business Code			Miscellaneous Revenue
11a	ADVERTISING FEE INCOME		511190	17,775		17,775
b	INSURANCE PROCEEDS		524298	1,140	1,140
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			18,915
12	Total revenue. See instructions.....			4,757,452	1,766,237	17,775	598,067

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	7,800	7,800
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	139,560		107,987	31,573
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	1,138,464	744,098	89,344	305,022
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	14,512	8,682	2,279	3,551
9	Other employee benefits .......	69,884	54,591	3,005	12,288
10	Payroll taxes ...........	109,128	64,506	16,748	27,874
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	7,655	4,258	1,292	2,105
c	Accounting ...........	14,495	8,063	2,446	3,986
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	13,325		9,994	3,331
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	326,349	124,938	47,909	153,502
12	Advertising and promotion ....	268,833	162,517	10	106,306
13	Office expenses .......	19,224	11,014	3,813	4,397
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	154,818	154,818
17	Travel ............	57,081	29,018	6,646	21,417
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	281,519		211,139	70,380
23	Insurance ...	75,526	75,526
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MEALS AND ENTERTAINMENT	182,693	149,274	1,186	32,233
b	MAINTENANCE	174,645	174,645
c	EVENTS (MUSEUM)	155,365	124,767		30,598
d	PRINTING	90,223	60,650		29,573
e	All other expenses	481,006	304,456	77,237	99,313
25	Total functional expenses. Add lines 1 through 24e	3,782,105	2,263,621	581,035	937,449
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1,900	1	1,900
2	Savings and temporary cash investments .........			1,650,686	2	1,965,275
3	Pledges and grants receivable, net ......			218,920	3	636,708
4	Accounts receivable, net .............			184,875	4	126,090
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			151,815	8	176,172
9	Prepaid expenses and deferred charges ......			130,022	9	36,114
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	10,385,702
b	Less: accumulated depreciation	10b	5,551,036	4,339,287	10c	4,834,666
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....			5,807,851	12	5,960,617
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			457,625	15	261,124
16	Total assets. Add lines 1 through 15 (must equal line 33)...			12,942,981	16	13,998,666

17	Accounts payable and accrued expenses .....	14,718	17	12,754
18	Grants payable ...		18
19	Deferred revenue .........	750	19	71,750
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	6,025	25	4,870
26	Total liabilities. Add lines 17 through 25..	21,493	26	89,374

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	12,921,488	32	13,909,292
33	Total liabilities and net assets/fund balances ........	12,942,981	33	13,998,666