Montgomery Home For Aged People Inc in Middleboro, Massachusetts (MA)
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 Massachusetts
| Montgomery Home For Aged People Inc | |
| Employer Identification Number (EIN) | 042131757 |
| Name of Organization | Montgomery Home For Aged People Inc |
| In Care of Name | Ron Holmgrem |
| Address | 64 S Main St, Middleboro, MA 02346-2352 |
| Activities | Housing for the aged (see also 153) |
| Subsection | Charitable Organization |
| Ruling Date | 10/1934 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,521,711 |
| Amount of Income | $71,532 |
| Form 990 Revenue Amount | $200,716 |
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 | $79,898 | $3,396 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $228 | |||
| Dividends and interest from securities | $77,691 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,979 | |||
| Total expenses and disbursements | $223,100 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $21,715 | |||
| Total operating and administrative expenses | $223,100 | $0 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-143,202 | |||
| Net investment income | $3,396 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,613,985 | $2,907,309 |
| Cash - non-interest-bearing | $12,949 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $605,302 | |
| Investments-corporate bonds | $796,898 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $198,836 | |
| Total liabilities | $4,670 | |
| Mortgages and other notes payable | $0 | |
| Other | $4,670 | |
| Total liabilities and net assets/fund balances | $1,609,315 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $68 |
| Total credits and payments | $1,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,000 |
| 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 | $0 |
| Overpayment | $932 |
| Amount to be credited to 2013 estimated tax | $932 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $1 | $0 | $0 | $0 | $1 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Montague Reporter Incorporated | 177 Avenue A, Turners Falls, MA 01376-1210 | MA | 2008-11 | $84,953 |
| 2 | Monte J Wallace Foundation, Wallace Monte J Ttee | 125 High St 27th Flr, Boston, MA 02110-2704 | MA | 2001-10 | $97,316 |
| 3 | Monte Pio Luso-Americano Corp | 540 Orchard St, New Bedford, MA 02744-1018 | MA | 2001-03 | $199,171 |
| 4 | Montello Affordable Housing Corporation | 45 Goddard Road, Brockton, MA 02301-3864 | MA | 2000-01 | $20,937 |
| 5 | Monterey Preservation Land Trust Inc | PO BOX 504, Monterey, MA 01245-0504 | MA | 1986-07 | $37,261 |
| 6 | Monterey Water Co | PO BOX 65, Monterey, MA 01245-0065 | MA | 1996-03 | $30,975 |
| 7 | Montessori Academy Of Cape Cod Incorporated | PO BOX 1244, N Falmouth, MA 02556-1244 | MA | 1994-11 | $164,333 |
| 8 | Montessori Childrens House Of Southbridge Inc | 370 Worcester St, Southbridge, MA 01550-1328 | MA | 1992-03 | $65,843 |
| 9 | Adams Montessori School Inc | 310 Adams St, Quincy, MA 02169-1755 | MA | 1983-06 | $1,410,631 |
| 10 | Monteverde Friends U S Inc | PO BOX 1308, Greenfield, MA 01302-1308 | MA | 2000-10 | $80,115 |
| 11 | Montgomery Home For Aged People Inc | 64 S Main St, Middleboro, MA 02346-2352 | MA | 1934-10 | $71,532 |
| 12 | Montrose Foundation Inc | 29 North St, Medfield, MA 02052-2308 | MA | 1979-08 | $8,022,490 |
| 13 | Montserrat Aspirers Inc | PO BOX 240874, Dorchester, MA 02124-0015 | MA | 1990-08 | $136,880 |
| 14 | Montserrat College Of Art Inc | 23 Essex St, Beverly, MA 01915-4508 | MA | 1993-08 | $15,025,686 |
| 15 | Monument Beach Sportsmans Club Inc | PO BOX 331, Monument Bch, MA 02553-0331 | MA | 1967-06 | $248,792 |
| 16 | Monument Mountain School Center Inc | 600 Stockbridge Rd, Gt Barrington, MA 01230-1270 | MA | 1983-10 | $62,138 |
| 17 | Moon Balloon Project Inc Building Healing Bridges For Children | 23 Cedar Street, Hingham, MA 02043 | MA | 2005-07 | $42,959 |
| 18 | Mooney-Daly Charitable Foundation | PO BOX 51400, Boston, MA 02205-1400 | MA | 1994-04 | $503,479 |
| 19 | Mooney-Reed Charitable Foundation Tr, Mooney Lisa & James F Iii Ttee | 171 Edmunds Rd, Wellesley, MA 02481-1331 | MA | 2001-08 | $43,116,789 |
| 20 | Moore North America Supplemental Unemployment Tr, Bove Matthew Ttee | 175 MANSFIELD RD PO BOX 394, Norton, MA 02766 | MA | 2000-05 | $12,445,263 |
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