George W Taber Foundation in Polson, Montana (MT)

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George W Taber Foundation
Employer Identification Number (EIN)810533125
Name of OrganizationGeorge W Taber Foundation
In Care of NameFirst Interstate Bank
AddressPO BOX 1299, Polson, MT 59860-1299
SubsectionCharitable Organization
Ruling Date05/2000
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2010
Assets$25,000 to $99,999
Income$1 to $9,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$85,095
Amount of Income$3,042
Form 990 Revenue Amount$3,447
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2010: $3,042 (it was $3,447 in 2011)
This organization: 

 $3,042
Other organizations performing similar types of work: 

 $105,489

Assets in 2010: $85,095 (it was $99,947 in 2011)
This organization: 

 $85,095
Other organizations performing similar types of work: 

 $325,460

Expenses in 2011: $7,284
This organization: 

 $7,284
Other organizations performing similar types of work: 

 $49,058

Income to expenses ratio in 2011: 0.4
This organization: 

 0.4
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2011: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 22.8%

Financial snapshot ($)

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$3,447$17,622$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$3,447
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$7,284$2,768$0$4,516
Compensation of officers, directors, trustees, etc.$2,500
Total operating and administrative expenses$2,768$2,768$0
Contributions, gifts, grants paid$4,516
Excess of revenue over expenses and disbursements$-3,837
Net investment income$14,854
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$99,947$91,798
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$97,389
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$2,558
Total liabilities$4,516
Mortgages and other notes payable$0
Other$4,516
Total liabilities and net assets/fund balances$95,431
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$297
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$297
Amount to be credited to 2012 estimated tax$0
Statements Regarding Activities (for 2011)
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$96,743
Net value of noncharitable-use assets$95,300
Minimum investment return$4,765
Distributable Amount (for 2011)
Distributable amount$4,468
Undistributed Income (for 2011)
Distributable amount for 2011$4,468
Undistributed income for 2011. This amount must be distributed in 2012$4,468
Private Operating Foundations (for 2011)
2011201020092008Total
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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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Montana Healthcare Foundation, E Edwin Eck Ttee777 East Main Street Suite 206, Bozeman, MT 59715-3808MT2013-09$48,780,993
2Russell C Davies Irrv Tr Fbo Dorothy M Thayer283 W Front St Ste 103, Missoula, MT 59802-4328MT2013-01$3,441,915
3Foundation For Healthy Montanans IncPO BOX 1165, Helena, MT 59624-1165MT2009-09$3,322,474
4Town Pump Charitable FoundationPO BOX 6000, Butte, MT 59702-6000MT1999-08$2,428,963
5Merlin Foundation Inc125 Bank St Ste 300, Missoula, MT 59802-4413MT2013-02$983,545
6Wall Family Power Townsend Foundation Inc, Wall Michael TteePO BOX 4879, Helena, MT 59604-4879MT2005-05$633,785
7Lee And Donna Metcalf Charitable Tr, Peter Michael Meloy TteePO BOX 1241, Helena, MT 59624-1241MT2010-12$554,851
8Jean B & Richard Lucian Taylor Family FoundationPO BOX 595, Darby, MT 59829-0595MT2010-01$550,044
9Harold And Shirlie Klinker Foundation690 3rd Rd Ne, Fairfield, MT 59436-9102MT2011-10$404,878
10W Bruce Cook And Mary Louise Cook Foundation, Cook W Bruce & Mary Louise TteePO BOX 160524, Big Sky, MT 59716-0524MT1999-05$306,466
11Brown Family Foundation3612 Flagstone Dr, Billings, MT 59102-0300MT2011-09$144,064
12Theo And Alyce Beck Foundation TrustPO BOX 248, Glasgow, MT 59230-0248MT2009-02$137,076
13Tamarack Foundation Inc980 Pack Rat Ln, Whitefish, MT 59937-2123MT1999-12$94,708
14Missoula Education FoundationPo Box 1775, Missoula, MT 59806MT1998-04$29,974
15Wilson Family Foundation1015 Eastman Dr, Big Fork, MT 59911-6544MT1999-05$10,000
16Williams Family Foundation20021 Red Rock Trl, Florence, MT 59833-6695MT2000-08$5,513
17Fair View Foundation4548 Rangeview Dr, Billings, MT 59106-4723MT2013-05$5,000
18Buchanan Family Foundation439 Grand Dr Pmb 196, Bigfork, MT 59911-3614MT2013-03$3,527
19Checota Foundation, Nicholas Checota Ttee504 Eddy Ave, Missoula, MT 59801-2803MT2014-11$1
20Roth Family Foundation Inc34259 Yellow Pine Ln, Polson, MT 59860-7850MT2004-06$1
Number of organizations performing similar types of work
Alaska25
Alabama219
Arkansas78
Arizona303
California2,586
Colorado408
Connecticut419
District of Columbia111
Delaware583
Florida1,525
Georgia481
Hawaii85
Iowa178
Idaho58
Illinois1,113
Indiana311
Kansas157
Kentucky167
Louisiana161
Massachusetts705
Maryland425
Maine85
Michigan619
Minnesota384
Missouri346
Mississippi70
Montana69
North Carolina788
North Dakota20
Nebraska169
New Hampshire75
New Jersey876
New Mexico92
Nevada215
New York2,617
Ohio698
Oklahoma228
Oregon208
Pennsylvania1,086
Rhode Island184
South Carolina171
South Dakota32
Tennessee266
Texas1,263
Utah274
Virginia477
Vermont54
Washington401
Wisconsin354
West Virginia69
Wyoming63
International44
Total22,395

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