Foundation For Montana Trout in Matlacha, Florida (FL)

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Foundation For Montana Trout
Employer Identification Number (EIN)810367488
Name of OrganizationFoundation For Montana Trout
Address11066 Matlacha Ave, Matlacha, FL 33993-9774
ActivitiesPreservation of natural resources (conservation), Combating or preventing pollution (air, water, etc)
SubsectionCharitable Organization
Ruling Date05/1977
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$100,000 to $499,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$290,569
Amount of Income$135,154
Form 990 Revenue Amount$14,542
National Taxonomy of Exempt Entities (NTEE)Environmental Quality, Protection and Beautification: Water Resource, Wetlands Conservation and Management


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Amount of income in 2013: $135,154 (it was $65,903 in 2012)
Foundation For Montana Trout: 

 $135,154
Other organizations performing similar types of work: 

 $171,601

Assets in 2013: $290,569 (it was $289,091 in 2012)
Foundation For Montana Trout: 

 $290,569
Other organizations performing similar types of work: 

 $266,624

Expenses in 2013: $9,575
This organization: 

 $9,575
Other organizations performing similar types of work: 

 $167,602

Income to expenses ratio in 2013: 14.1
Foundation For Montana Trout: 

 14.1
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2013: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 79.4%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$13,882$7,574$7,574
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$2
Dividends and interest from securities$7,572
Gross rents$0
Gross sales price for all assets$127,580
Gross profit from sales of goods$0
Other income$0
Other$6,308
Total expenses and disbursements$9,575$2,951$0$6,200
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$3,375$2,951$0
Contributions, gifts, grants paid$6,200
Excess of revenue over expenses and disbursements$4,307
Net investment income$4,623
Adjusted net income$7,574
Balance Sheets
2010201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$283,253$0$279,805$0$289,091$0$290,569$0
Cash - non-interest-bearing$11,044$12,797$13,207$12,502
Investments-U.S. and state government obligations$0$0$0$0
Investments-corporate stock$272,209$267,008$275,884$278,067
Investments-corporate bonds$0$0$0$0
Investments-mortgage loans$0$0$0$0
Investments-other$0$0$0$0
Other assets$0$0$0$0
Total liabilities$0$0$1$1
Mortgages and other notes payable$0$0$0$0
Other liabilities$0$0$0$0
Total liabilities and net assets/fund balances$283,253$279,805$289,091$290,569
Capital Gains and Losses for Tax on Investment Income
2010201120122013
Capital gain net income$13,184$5,907$5,324$6,308
Net capital loss$0$0$0$0
Excise Tax Based on Investment Income
2010201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNoNo
Tax based on investment income$85$169$155$92
Total credits and payments$0$0$0$0
Any penalty for underpayment of estimated tax$0$0$0$0
Tax due$85$169$155$92
Overpayment$0$0$0$0
Amount to be credited to next year's estimated tax$0$0$0$0
Statements Regarding Activities
2010201120122013
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?NoNoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNoNoNo
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?NoNoNoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNoNoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYesYesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNoNo
Did any persons become substantial contributors during the tax year?NoNoNoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNoNoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYesYesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNoNoNo
Statements Regarding Activities for Which Form 4720 May Be Required
2010201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNoNo
Agree to pay money or property to a government official?NoNoNoNo
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?NoNoNoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNoNoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNoNo
Are there any years listed above 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?NoNoNoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNoNo
Did the foundation have excess business holdings in this year 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?NoNoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNoNo
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 this year?NoNoNoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNoNo
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)?NoNoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNoNo
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?NoNoNoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNoNoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNoNoNo
Minimum Investment Return
2010201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$281,000$280,000$290,000$286,000
Net value of noncharitable-use assets$276,785$275,800$285,650$271,000
Minimum investment return$13,839$13,790$14,283$13,550
Distributable Amount
2010201120122013
Distributable amount$13,754$13,621$14,128$13,458
Undistributed Income
2010201120122013
Distributable amount for this year$13,754$13,621$14,128$13,458
Undistributed income for this year. This amount must be distributed in the next year$0$9,494$10,822$13,458
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$7,400
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$2$0
Dividends and interest from securities$7,572$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The Coral Reef Alliance1330 Broadway Ste 1602, Oakland, CA 94612-2515CA1994-12$4,210,305
2Williamsburg Land Conservancy5000 New Point Rd Ste 3101, Williamsburg, VA 23188-9423VA1991-03$3,893,050
3Smith River Alliance IncPO BOX 2129, Crescent City, CA 95531-6129CA1980-04$3,389,880
4The San Elijo Lagoon ConservancyPO BOX 230634, Encinitas, CA 92023-0634CA1993-08$3,018,023
5Restore Americas Estuaries2300 Clarendon Blvd Ste 603, Arlington, VA 22201-3392VA2000-06$2,824,237
6Squam Lakes Conservation SocietyPO BOX 696, Holderness, NH 03245-0696NH1988-01$2,338,040
7South Carolina Waterfowl Association9833 Old River Rd, Pinewood, SC 29125-9684SC1988-12$2,046,752
8Turpentine Creek Foundation Inc239 Turpentine Creek Ln, Eureka Spgs, AR 72632-9185AR1994-09$1,908,497
9Tip Of The Mitt Watershed Council426 Bay St, Petoskey, MI 49770-2428MI1982-05$1,706,638
10The Coalition To Restore Coastal Louisiana6160 Perkins Rd Ste 225, Baton Rouge, LA 70808-4191LA1988-10$1,703,456
11Southwest Wetlands Interpretive AssociationPO BOX 575, Imperial Bch, CA 91933-0575CA1981-05$1,416,564
12Friends Of Macarthur Beach State Park Inc10900 State Road 703, North Palm Beach, FL 33408-3440FL1991-09$1,009,339
13Florida Water Environment Association IncPO BOX 782164, Orlando, FL 32878-2164FL1990-11$633,690
14Reef Relief IncPO BOX 430, Key West, FL 33041-0430FL1988-08$220,322
15Foundation For Montana Trout11066 Matlacha Ave, Matlacha, FL 33993-9774FL1977-05$135,154
16Friends Of The Loxahatchee River Inc2500 Jupiter Park Dr, Jupiter, FL 33458-8964FL1995-05$107,948
17Current Problems IncPO BOX 357098, Gainesville, FL 32635-7098FL1995-04$45,494
18Suwannee River Resource Conservation & Development CouncilPO BOX 1377, Live Oak, FL 32064-1377FL1993-10$18,798
19Ruidoso River Association Inc3514 Amelia Ave, The Villages, FL 32162FL1997-07$5,065
20Plunge Against The Grunge Inc824 N Lakeside Dr, Lake Worth, FL 33460-2708FL2001-08$0
Number of organizations performing similar types of work
Alaska3
Alabama4
Arkansas2
Arizona1
California46
Colorado4
Connecticut10
District of Columbia3
Delaware3
Florida9
Georgia7
Hawaii1
Illinois9
Indiana11
Kansas1
Louisiana2
Massachusetts25
Maryland7
Maine11
Michigan19
Minnesota13
Missouri3
Montana7
North Carolina14
New Hampshire5
New Jersey9
Nevada2
New York20
Ohio12
Oklahoma1
Oregon16
Pennsylvania27
Rhode Island4
South Carolina4
South Dakota2
Tennessee5
Texas7
Virginia8
Vermont4
Washington6
Wisconsin10
West Virginia1
Wyoming1
International1
Total360

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