Anita C Montgomery Trust in Portland, Maine (ME)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Maine
| Anita C Montgomery Trust | |
| Employer Identification Number (EIN) | 016037659 |
| Name of Organization | Anita C Montgomery Trust |
| In Care of Name | Acadia Trust N A |
| Address | 5 Milk St Ste 1, Portland, ME 04101-4170 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $399,442 |
| Amount of Income | $124,024 |
| Form 990 Revenue Amount | $25,605 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $112,451 | $112,451 | $13,804 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $3,256 | |||
| Dividends and interest from securities | $7,756 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $101,439 | |||
| Total expenses and disbursements | $25,391 | $3,340 | $3,340 | $20,625 |
| Compensation of officers, directors, trustees, etc. | $3,340 | |||
| Total operating and administrative expenses | $4,766 | $3,340 | $0 | |
| Contributions, gifts, grants paid | $20,625 | |||
| Excess of revenue over expenses and disbursements | $87,060 | |||
| Net investment income | $109,111 | |||
| Adjusted net income | $10,464 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $413,478 | $448,064 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $76,780 | |
| Investments-corporate stock | $221,356 | |
| Investments-corporate bonds | $105,700 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $9,642 | |
| Total liabilities | $5 | |
| Mortgages and other notes payable | $0 | |
| Other | $5 | |
| Total liabilities and net assets/fund balances | $413,473 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $101,439 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $2,182 |
| Total credits and payments | $450 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $450 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $1,732 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $454,246 |
| Net value of noncharitable-use assets | $447,440 |
| Minimum investment return | $22,372 |
| Distributable Amount (for 2012) | |
| Distributable amount | $20,190 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $20,190 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Maine | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Androscoggin Head Start & Child Care | 269 Bates St, Lewiston, ME 04240-7331 | ME | 1974-09 | $3,148,167 |
| 2 | Androscoggin Historical Society | 2 Turner Street Unit 8, Auburn, ME 04210 | ME | 2014-08 | $8,914 |
| 3 | Androscoggin Lake Improvement Corporation | PO BOX 307, Wayne, ME 04284-0307 | ME | 2002-05 | $6,170 |
| 4 | Androscoggin Land Trust Inc | 415 Lisbon St 4th Floor, Lewiston, ME 04240-7617 | ME | 1991-04 | $242,067 |
| 5 | Androscoggin River Watershedcouncil | PO BOX 1541, Bethel, ME 04217-1541 | ME | 2006-06 | $98,537 |
| 6 | Androscoggin Valley Board Of Realtors | 19 Community Dr, Augusta, ME 04330-8005 | ME | $47,443 | |
| 7 | Angels On Hooves Inc | 405 Ridge Rd, Charleston, ME 04422-3442 | ME | 2001-07 | $0 |
| 8 | Anikwom Wholelife Center Inc | 5 Chapel Rd, Orono, ME 04473-4202 | ME | 2005-04 | $22,195 |
| 9 | Animal Orphanage | PO BOX 565, Orono, ME 04473-0565 | ME | 1992-02 | $77,957 |
| 10 | Animal Welfare Society Inc | PO BOX 43, W Kennebunk, ME 04094-0043 | ME | 1969-04 | $2,679,877 |
| 11 | Anita C Montgomery Trust | 5 Milk St Ste 1, Portland, ME 04101-4170 | ME | $124,024 | |
| 12 | Anita Card Montgomery Foundation | PO BOX 815, Camden, ME 04843-0815 | ME | 1971-02 | $25,487 |
| 13 | Anna M Severin Trust | 105 Front St, Bath, ME 04530-2608 | ME | 2003-02 | $116,356 |
| 14 | Anne Whiteman Richardson Residuary Charitable Tr, Maniatty Christopher S Ttee | 511 Congress St Ninth Fl, Portland, ME 04101-3482 | ME | 1998-08 | $354,338 |
| 15 | Anonimo Foundation | PO BOX 663, Rockland, ME 04841-0663 | ME | 1990-12 | $3,702,270 |
| 16 | Another Chance Animal Rescue | PO BOX 552, North Berwick, ME 03906-0552 | ME | 1992-07 | $164,599 |
| 17 | Anson Academy Association | PO BOX 416, North Anson, ME 04958-0416 | ME | 1988-07 | $23,615 |
| 18 | Anson Madison Ambulance Service Inc Main St Anson Me | PO BOX 277, Madison, ME 04950-0277 | ME | 1994-04 | $885,157 |
| 19 | Araxine Wilkins Sawyer Foundation Donald H Rose | PO BOX 27, Greene, ME 04236-0027 | ME | 1950-05 | $397,597 |
| 20 | Arbutus Grange Scholarship Fund | PO BOX 202, Surry, ME 04684-0202 | ME | 1965-05 | $118 |
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