Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
OP & WE EDWARDS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2445
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RED LODGE, MT590682445
A Employer identification number

13-6100965
B Telephone number (see instructions)

(406) 446-1077
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$22,797,161J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 372,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 6,514 6,514  
4 Dividends and interest from securities... 248,129 248,129  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 239,418
b Gross sales price for all assets on line 6a 239,418
7 Capital gain net income (from Part IV, line 2)... 239,418
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -1,578,485 122,477  
12 Total. Add lines 1 through 11........ -712,424 616,538  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 69,972 34,986   34,986
15 Pension plans, employee benefits....... 13,999 6,999   7,000
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 23,596 11,798   11,798
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,667 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 271,358 340  
20 Occupancy.............. 10,592 5,296   5,296
21 Travel, conferences, and meetings....... 3,372 1,686   1,686
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 11,713 5,857   5,856
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 412,269 66,962   66,622
25 Contributions, gifts, grants paid....... 1,638,853 1,638,853
26 Total expenses and disbursements. Add lines 24 and 25 2,051,122 66,962   1,705,475
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,763,546
b Net investment income (if negative, enter -0-) 549,576
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,466,162 1,850,749 1,850,749
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   5,542 5,542
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,945,132 Click to see attachment3,175,779 1,321,792
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 16,378,634 Click to see attachment13,925,467 19,099,852
14 Land, buildings, and equipment: basis bullet30,125
Less: accumulated depreciation (attach schedule) bullet27,991 4,807 Click to see attachment2,134 2,134
15 Other assets (describe bullet) Click to see attachment452,692 Click to see attachment517,092 Click to see attachment517,092
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,247,427 19,476,763 22,797,161
Liabilities 17 Accounts payable and accrued expenses.......... 10,615 3,497
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 10,615 3,497
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 9,412,000 9,412,000
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 12,824,812 10,061,266
29 Total net assets or fund balances (see instructions)..... 22,236,812 19,473,266
30 Total liabilities and net assets/fund balances (see instructions). 22,247,427 19,476,763
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
22,236,812
2
Enter amount from Part I, line 27a .....................
2
-2,763,546
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
19,473,266
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,473,266
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CL&F RESOURCES L.P. ID #76-0690190 P    
b CL&F RESOURCES L.P. ID #76-0690190 P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 16,162     16,162
b 211,071     211,071
c 12,185     12,185
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       16,162
b       211,071
c       12,185
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 239,418
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 7,639
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,639
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,639
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 13,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 19
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,542
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,542 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletOPWEEDWARDS.ORG
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (406) 446-1077

    Located atbulletPO BOX 2445RED LODGEMT ZIP+4bullet590682445
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
    Yes
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JO ANN EDER PRESIDENT
    15.00     		0 0 0
    PO BOX 2445
    RED LODGE,MT59068
    GISELA GAMPER VICE PRESIDENT
    1.00     		0 0 0
    PO BOX 2445
    RED LODGE,MT59068
    MARK D EDER TREASURER
    1.00     		0 0 0
    PO BOX 2445
    RED LODGE,MT59068
    CHRISTOPHER E GAMPER DIRECTOR
    1.00     		0 0 0
    PO BOX 2445
    RED LODGE,MT59068
    JESSICA DUNBAR DIRECTOR
    1.00     		0 0 0
    PO BOX 2445
    RED LODGE,MT59068
    YOGEETA GAMPER SECRETARY
    1.00     		0 0 0
    PO BOX 2445
    RED LODGE,MT59068
    MAYA TILLO DIRECTOR
    1.00     		0 0 0
    PO BOX 2445
    RED LODGE,MT59068
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    AMY A HYFIELD EXECUTIVE DIRECTOR
    40.00     		0 0 0
    PO BOX 2445
    RED LODGE,MT59068
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,937,125
    b
    Average of monthly cash balances.......................
    1b
    2,036,683
    c
    Fair market value of all other assets (see instructions)................
    1c
    12,559,017
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,532,825
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    19,532,825
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    292,992
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,239,833
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    961,992
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    961,992
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    7,639
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,639
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    954,353
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    36,524
    5
    Add lines 3 and 4............................
    5
    990,877
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    990,877
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,705,475
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,705,475
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,705,475
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 990,877
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,674,456
    b From 2016...... 1,124,322
    c From 2017...... 136,639
    d From 2018...... 1,014,281
    e From 2019...... 983,673
    fTotal of lines 3a through e........ 4,933,371
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,705,475
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 990,877
    e Remaining amount distributed out of corpus 714,598
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,647,969
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		1,674,456
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		3,973,513
    10 Analysis of line 9:
    a Excess from 2016.... 1,124,322
    b Excess from 2017.... 136,639
    c Excess from 2018.... 1,014,281
    d Excess from 2019.... 983,673
    e Excess from 2020.... 714,598
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JO ANN EDER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN BIBLE SOCIETY
    101 NORTH INDEPENDENCE MALL EAST
    PHILADEPHIA,PA19106     		NONE   PHILANTHROPIC PURPOSE 7,600
    AMERICAN CIVIL LIBERTIES UNION OF MONTANA FOUNDATION (ACLU-MT)
    PO BOX 1968
    MISSOULA,MT59806     		NONE   PHILANTHROPIC PURPOSE 25,000
    ASBURY UNIVERSITY
    1 MACKLEM DRIVE
    WILMORE,KY40390     		NONE   PHILANTHROPIC PURPOSE 76,000
    BEARTOOTH BILLINGS CLINIC FOUNDATION
    PO BOX 590
    RED LODGE,MT59068     		NONE   PHILANTHROPIC PURPOSE 30,000
    BIG SKY YOUTH EMPLOWERMENT PROJECT INC
    PO BOX 6757
    BOZEMAN,MT59715     		NONE   PHILANTHROPIC PURPOSE 20,000
    BOY SCOUTS OF AMERICA - BLACK SWAMP AREA COUNCIL
    2100 BROAD AVE
    FINDLAY,OH45856     		NONE   PHILANTHROPIC PURPOSE 7,600
    BOYS & GIRLS CLUB OF CARBON COUNTY
    24 9TH STREET WEST PO BOX 11
    RED LODGE,MT59068     		NONE   PHILANTHROPIC PURPOSE 30,000
    BOYS & GIRLS CLUB OF THE FLATHEAD RESERVATION AND LAKE COUNTY
    PO BOX 334
    RONAN,MT59864     		NONE   PHILANTHROPIC PURPOSE 10,000
    BOYS & GIRLS CLUB OF THE NORTHERN CHEYENNE NATION
    POST OFFICE BOX 309
    LAME DEER,MT59043     		NONE   PHILANTHROPIC PURPOSE 6,000
    BOYS & GIRLS CLUB OF THE NORTHERN CHEYENNE NATION
    PO BOX 309
    LAME DEER,MT59043     		NONE   PHILANTHROPIC PURPOSE 25,000
    BOYS AND GIRLS CLUB OF LODGE GRASS
    PO BOX 454
    LODGE GRASS,MT59050     		NONE   PHILANTHROPIC PURPOSE 2,106
    BOYS AND GIRLS CLUB OF THE NORTHERN CHEYENNE
    PO BOX 309
    LAME DEER,MT59043     		NONE   PHILANTHROPIC PURPOSE 2,106
    CANDID
    32 OID SLIP 24TH FLOOR
    NEW YORK,NY10005     		NONE   PHILANTHROPIC PURPOSE 2,500
    CHEYENNE RIVER YOUTH PROJECT
    PO BOX 410
    EAGLE BUTTE,SD57625     		NONE   PHILANTHROPIC PURPOSE 25,000
    CHILD CARE CONNECTIONS
    1143 STONERIDGE DR SUITE 1
    BOZEMAN,MT59718     		NONE   PHILANTHROPIC PURPOSE 7,500
    CHILD CARE RESOURCES
    500 N HIGGINS SUITE 202
    MISSOULA,MT59802     		NONE   PHILANTHROPIC PURPOSE 20,000
    COMMUNITY LEADERSHIP & DEVELOPMENT INC
    PO BOX 3381
    BILLINGS,MT59103     		NONE   PHILANTHROPIC PURPOSE 5,000
    DSVS
    PO BOX 314
    RED LODGE,MT59068     		NONE   PHILANTHROPIC PURPOSE 30,000
    FLORENCE CRITTENTON HOME & SERVICES
    901 N HARRIS ST
    HELENA,MT59601     		NONE   PHILANTHROPIC PURPOSE 30,000
    FRIENDSHIP HOUSE
    3123 8TH AVE SOUTH
    BILLINGS,MT59101     		NONE   PHILANTHROPIC PURPOSE 30,000
    GALLATIN VALLEY YMCA
    3673 LOVE LANE
    BOZEMAN,MT59718     		NONE   PHILANTHROPIC PURPOSE 6,000
    HELENA AREA HABITAT FOR HUMANITY
    PO BOX 459
    HELENA,MT59624     		NONE   PHILANTHROPIC PURPOSE 30,000
    HOPA MOUNTAIN
    234 E BABCOCK SUITE E
    BOZEMAN,MT59715     		NONE   PHILANTHROPIC PURPOSE 110,000
    JUNCTION 7
    7 W 11TH ST P 748
    RED LODGE,MT59068     		NONE   PHILANTHROPIC PURPOSE 1,400
    LEADERSHIP MONTANA INC
    PO BOX 5155
    BOZEMAN,MT59717     		NONE   PHILANTHROPIC PURPOSE 2,000
    LEADERSHIP MONTANA INC
    PO BOX 5155 105 W MAIN
    BOZEMAN,MT59717     		NONE   PHILANTHROPIC PURPOSE 2,000
    LEIPSIC LOCAL SCHOOL DISTRICT
    232 OAK ST
    LEIPSIC,OH45856     		NONE   PHILANTHROPIC PURPOSE 38,000
    LEIPSIC UNITED METHODIST CHURCH
    127 WEST MAIN ST
    LEIPSIC,OH45856     		NONE   PHILANTHROPIC PURPOSE 114,000
    LET'S GROW KIDS
    19 MARBLE AVENUE SUITE 4
    BURLINGTON,VT05401     		NONE   PHILANTHROPIC PURPOSE 80,000
    LIFE ENRICHING COMMUNITIES FOUNDATION
    9840 MONTGOMERY ROAD
    CINCINNATI,OH45242     		NONE   PHILANTHROPIC PURPOSE 76,000
    LOWELL OBSERVATORY
    1400 WEST MARS HILL ROAD
    FLAGSTAFF,AZ86001     		NONE   PHILANTHROPIC PURPOSE 25,000
    MEALS ON WHEELS OF SW OH & N KY FORMERLY WESLEY COMMUNITY SERVICES
    2091 RADCLIFF DRIVE
    CINCINNATI,OH45204     		NONE   PHILANTHROPIC PURPOSE 76,000
    MONTANA CHILD CARE RESOURCE AND REFERRAL NETWORK
    PO BOX 808
    LOLO,MT59847     		NONE   PHILANTHROPIC PURPOSE 10,000
    MONTANA COMMUNITY FOUNDATION
    PO BOX 1145
    HELENA,MT59624     		NONE   PHILANTHROPIC PURPOSE 15,000
    MONTANA NONPROFIT ASSOCIATION
    PO BOX 1744
    HELENA,MT59624     		NONE   PHILANTHROPIC PURPOSE 18,000
    MONTANA OFFICE OF RURAL HEALTHAHEC
    PO BOX 170520
    BOZEMAN,MT59717     		NONE   PHILANTHROPIC PURPOSE 2,000
    MOUNTAIN HOME MONTANA
    2606 SOUTH AVE WEST
    MISSOULA,MT59804     		NONE   PHILANTHROPIC PURPOSE 10,000
    MOUNTAIN HOME MONTANA
    2606 SOUTH AVE WEST
    MISSOULA,MT59804     		NONE   PHILANTHROPIC PURPOSE 10,000
    PECES
    PO BOX 647
    PUNTA SANTIAGO,PR00741     		NONE   PHILANTHROPIC PURPOSE 45,000
    PACIFIC GARDEN MISSION
    1458 S CANAL ST
    CHICAGO,IL60607     		NONE   PHILANTHROPIC PURPOSE 7,600
    PEACE PLACEFIRST PRESBYTERIAN CHURCH
    1315 CENTRAL AVENUE
    GREAT FALLS,MT59401     		NONE   PHILANTHROPIC PURPOSE 1,700
    PLANNED PARENTHOOD OF MONTANA
    1116 GRAND AVE SUITE 201
    BILLINGS,MT59102     		NONE   PHILANTHROPIC PURPOSE 20,000
    PLENTY DOORS COMMUNITY DEVELOPMENT CORPORATION
    PO BOX 1061
    CROW AGENCY,MT59022     		NONE   PHILANTHROPIC PURPOSE 2,106
    RED LODGE AREA COMMUNITY FOUNDATION
    PO BOX 1871
    RED LODGE,MT59068     		NONE   PHILANTHROPIC PURPOSE 10,439
    RED LODGE AREA COMMUNITY FOUNDATION
    PO BOX 1871
    RED LODGE,MT59068     		NONE   PHILANTHROPIC PURPOSE 31,948
    ROCKY MOUNTAIN COLLEGE
    1511 POLY DRIVE
    BILLINGS,MT59102     		NONE   PHILANTHROPIC PURPOSE 5,000
    ROOSEVELT MIDDLE SCHOOL
    413 SOUTH OAKESPO BOX 1090
    RED LODGE,MT59068     		NONE   PHILANTHROPIC PURPOSE 300
    SCHOOL OF THE BEARTOOTHS DBA MOUNTAIN BLUEBELLS PRESCHOOL
    501 NORTH COOPER AVE
    RED LODGE,MT59068     		NONE   PHILANTHROPIC PURPOSE 24,000
    ST LABRE INDIAN SCHOOL
    1000 TONGUE RIVER ROAD
    ASHLAND,MT59004     		NONE   PHILANTHROPIC PURPOSE 20,000
    THE CENTER POLE
    PO BOX 71
    GARRYOWEN,MT59031     		NONE   PHILANTHROPIC PURPOSE 2,106
    THE FLAGSHIP PROGRAM
    1321 WYOMING ST
    MISSOULA,MT59801     		NONE   PHILANTHROPIC PURPOSE 20,000
    THE LINEAGE PROJECT
    228 PARK AVE SOUTH PMB 98592
    NEW YORK,NY10003     		NONE   PHILANTHROPIC PURPOSE 10,000
    THE PINEY WOODS SCHOOL
    5096 HIGHWAY 49 SOUTH BOX 99
    PINEY WOODS,MS39148     		NONE   PHILANTHROPIC PURPOSE 38,000
    THE SALVATION ARMY
    114 EAST CENTRAL PARKWAY
    CINCINNATI,OH45202     		NONE   PHILANTHROPIC PURPOSE 38,000
    THE STARR COMMONWEALTH SCHOOLS
    13725 STARR COMMONWEALTH ROAD
    ALBION,MI49224     		NONE   PHILANTHROPIC PURPOSE 38,000
    THE UNITED METHODIST CHURCH WEST OHIO CONFERENCE
    32 WESLEY BLVD
    WORTHINGTON,OH43085     		NONE   PHILANTHROPIC PURPOSE 76,000
    THRIVE
    400 EAST BABCOCK STREET
    BOZEMAN,MT59715     		NONE   PHILANTHROPIC PURPOSE 25,000
    TONYA BARENTKOUNTRY KIDZ CHILDCARE
    1830 STILLMEADOW DR
    BILLINGS,MT59106     		NONE   PHILANTHROPIC PURPOSE 2,800
    TRILOGY FOUNDATION
    303 N HURSTBOURNE PKWY SUITE 200
    LOUISVILLE,KY40222     		NONE   PHILANTHROPIC PURPOSE 7,600
    UNITED MOVEMENT TO END CHILD SOLDIERING (UMECS)
    PO BOX 66296
    WASHINGTON,DC20035     		NONE   PHILANTHROPIC PURPOSE 25,000
    VAMOS INC
    BOX 212
    WESTON,VT05161     		NONE   PHILANTHROPIC PURPOSE 25,000
    WINSTON PROUTY CENTER FOR CHILD AND FAMILY DEVELOPMENT
    209 AUSTINE DRIVE THOMAS HALL
    BATTLEBORO,VT05301     		NONE   PHILANTHROPIC PURPOSE 10,000
    WYCLIFFE BIBLE TRANSLATORS INC
    PO BOX 628200
    ORLANDO,FL32862     		NONE   PHILANTHROPIC PURPOSE 7,600
    YELLOWSTONE WILDLIFE SANCTUARY
    615 2ND ST E BOX 675
    RED LODGE,MT59068     		NONE   PHILANTHROPIC PURPOSE 38,460
    YOUNG FAMILIES EARLY HEAD START INC
    1020 COOK AVENUE
    BILLINGS,MT59102     		NONE   PHILANTHROPIC PURPOSE 35,000
    YOUNG PARENTS EDUCATION CENTER
    2400 CENTRAL AVE
    GREAT FALLS,MT59401     		NONE   PHILANTHROPIC PURPOSE 20,000
    VERMONT COMMUNITY LOAN FUND
    PO BOX 827 / 15 STATE STREET
    MONTPELIER,VT05601     		NONE   PHILANTHROPIC PURPOSE 25,000
    VILLAGE OF LEIPSIC
    TOWN HALL 142 E MAIN ST
    LEIPSIC,OH45856     		NONE   PHILANTHROPIC PURPOSE 7,600
    Total .................................bullet 3a 1,636,071
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 6,514  
    4 Dividends and interest from securities....     14 248,129  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     15 122,477  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 239,418  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aINCOME FROM CL&F RESOURCES L.P. ID#76-0690190     		211110 -1,700,962      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -1,700,962 616,538 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -1,084,424
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    OP & WE EDWARDS FOUNDATION INC
     
    Employer identification number

    13-6100965
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    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
    Special Rules
    ......... 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    OP & WE EDWARDS FOUNDATION INC
          		Employer identification number
    13-6100965
    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
    1
    JO ANN EDER
     
    PO BOX 2445
     
    RED LODGE, MT59068

    		$ 372,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    OP & WE EDWARDS FOUNDATION INC
          		Employer identification number

    13-6100965
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    OP & WE EDWARDS FOUNDATION INC
          		Employer identification number

    13-6100965
    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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    OP & WE EDWARDS FOUNDATION INC
    EIN:
    13-6100965
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 23,596 11,798   11,798

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

    TY 2020 DepreciationSchedule
    Name:
    OP & WE EDWARDS FOUNDATION INC
    EIN:
    13-6100965
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE - JO ANN'S DESK 2002-04-17 2,552 2,552 SL 7.000000000000 0 0    
    COMPUTER - JO ANN'S TOWER 2005-03-28 4,098 4,098 SL 5.000000000000 0 0    
    PRINTER/SCANNER/FAX HP LASER 2007-06-06 670 670 SL 5.000000000000 0 0    
    COMPUTERS - 2 MACBOOK PRO 2008-10-14 7,709 7,709 SL 5.000000000000 0 0    
    MAC MINI & ACCESSORIES 2011-09-01 2,084 2,084 SL 5.000000000000 0 0    
    MAC BOOK PRO 2012-07-19 3,149 3,149 SL 5.000000000000 0 0    
    2 FILE CABINETS 2012-09-21 906 906 SL 7.000000000000 0 0    
    SCANNER 2013-06-19 258 258 SL 5.000000000000 0 0    
    SOFTWARE 2018-06-08 7,000 3,694 SL 3.000000000000 2,333 0    
    MAC BOOK PRO 2019-05-29 1,699 198 SL 5.000000000000 340 340    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    OP & WE EDWARDS FOUNDATION INC
    EIN:
    13-6100965
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COOPERATIVE ASSISTANCE FUND 59,071 59,071
    DOMINI IMPACT EQUITY FUND 654,461 861,320
    CONTINENTAL LAND & FUR CO INC 2,462,247 401,401

    TY 2020 InvestmentsOtherSchedule2
    Name:
    OP & WE EDWARDS FOUNDATION INC
    EIN:
    13-6100965
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CL&F RESOURCES LP FMV 13,925,467 19,099,852

    TY 2020 LandEtcSchedule2
    Name:
    OP & WE EDWARDS FOUNDATION INC
    EIN:
    13-6100965
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE - JO ANN'S DESK 2,552 2,552 0  
    COMPUTER - JO ANN'S TOWER 4,098 4,098 0  
    PRINTER/SCANNER/FAX HP LASER 670 670 0  
    COMPUTERS - 2 MACBOOK PRO 7,709 7,709 0  
    MAC MINI & ACCESSORIES 2,084 2,084 0  
    MAC BOOK PRO 3,149 3,149 0  
    2 FILE CABINETS 906 906 0  
    SCANNER 258 258 0  
    SOFTWARE 7,000 6,027 973  
    MAC BOOK PRO 1,699 538 1,161  


    TY 2020 OtherAssetsSchedule
    Name:
    OP & WE EDWARDS FOUNDATION INC
    EIN:
    13-6100965
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST RECEIVABLE 2,612 0 0
    LOANS RECEIVABLE FROM EXEMPT COMMUNITY ORGANIZATIONS 216,593 237,023 237,023
    COMMUNITY INVESTMENT NOTES 233,487 280,069 280,069


    TY 2020 OtherExpensesSchedule
    Name:
    OP & WE EDWARDS FOUNDATION INC
    EIN:
    13-6100965
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 8,993 4,497   4,496
    BANK & CREDIT CARD CHARGES 246 123   123
    OFFICE & POSTAGE 2,474 1,237   1,237


    TY 2020 OtherIncomeSchedule2
    Name:
    OP & WE EDWARDS FOUNDATION INC
    EIN:
    13-6100965
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM CL&F RESOURCES L.P. ID#76-0690190 119,030 119,030 119,030
    INTEREST INCOME FROM COMMUNITY INVESTMENT NOTES 2,364 2,364 2,364
    INTEREST INCOME FROM LOANS RECEIVABLE FROM EXEMPT COMMUNITY ORGANIZATIONS 1,083 1,083 1,083
    INCOME FROM CL&F RESOURCES L.P. ID#76-0690190 -1,700,962   -1,700,962


    TY 2020 TaxesSchedule
    Name:
    OP & WE EDWARDS FOUNDATION INC
    EIN:
    13-6100965
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 7,667 0   0