Montgomery Family Foundation in Columbia, South Carolina (SC)
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
- Organizations performing similar types of work
| Montgomery Family Foundation | |
| Employer Identification Number (EIN) | 272402317 |
| Name of Organization | Montgomery Family Foundation |
| In Care of Name | Allen Montgomery |
| Address | 6732 Cary Ln, Columbia, SC 29206-1701 |
| Subsection | Charitable Organization |
| Ruling Date | 03/2011 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,000 |
| Amount of Income | $1 |
| Form 990 Revenue Amount | $1,000 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2013: $1 (it was $850 in 2012)
| This organization: | $1 |
| Other organizations performing similar types of work: | $107,502 |
Assets in 2013: $1,000 (it was $1,000 in 2012)
| This organization: | $1,000 |
| Other organizations performing similar types of work: | $322,766 |
Expenses in 2012: $850
| Montgomery Family Foundation: | $850 |
| Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2012: 0.0
| This organization: | 0.0 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 100.0%
| Montgomery Family Foundation: | 100.0% |
| Other organizations performing similar types of work: | 98.7% |
| 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 | $850 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $850 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $850 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $850 | $0 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $0 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,000 | $1,000 |
| Cash - non-interest-bearing | $1,000 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,000 | |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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 | $1,000 |
| 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 | $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 | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Jpb Foundation | 9 West 57th St 38th Fl, New York, NY 10019-2701 | NY | 2012-01 | $2,423,718,336 |
| 2 | Speedwell Foundation | 2 Gibbes St, Charleston, SC 29401-2302 | SC | 2000-12 | $9,470,381 |
| 3 | Intertech Group Foundation Inc | 4838 Jenkins Ave, N Charleston, SC 29405-4816 | SC | 2004-10 | $2,507,108 |
| 4 | Rhodenbaugh Foundation | 5 Beacon Dr, Salem, SC 29676-4318 | SC | 2001-05 | $212,988 |
| 5 | Spectle Foundation | 47 Hamiltons Ferry Rd, Lake Wylie, SC 29710-8980 | SC | 1999-03 | $196,606 |
| 6 | Citizens Building & Loan Charitable Foundation | 229 Trade St, Greer, SC 29651-3429 | SC | 1999-12 | $169,443 |
| 7 | Earth | 66 Brams Point Rd, Hilton Head, SC 29926-2003 | SC | 2005-06 | $159,444 |
| 8 | Palmetto Farms Foundation, Cunningham Dixon C & Eudora M Ttee | 101 Fernwood Ln, Greenville, SC 29607-1717 | SC | 1999-07 | $137,636 |
| 9 | Columbia Jewish Foundation Inc | 2711 Middleburg Dr Ste 213, Columbia, SC 29204-2486 | SC | 2001-09 | $120,373 |
| 10 | F N Cecchini Foundation, Cecchini Frederick N Ttee | 429 Press Lindler Rd, Columbia, SC 29212-8322 | SC | 1999-03 | $76,850 |
| 11 | Tee Off Fore A Cause | 3617 Kingsley Drive, Myrtle Beach, SC 29588 | SC | 2010-04 | $75,567 |
| 12 | Julia Porter Scurry Family Foundation | PO BOX 1547, Greenwood, SC 29648-1547 | SC | 2000-08 | $56,092 |
| 13 | Aiken Electric Trust | PO BOX 417, Aiken, SC 29802-0417 | SC | 2001-11 | $51,473 |
| 14 | Eloise C Snyder Foundation | 308 W Springs Rd, Columbia, SC 29223-6937 | SC | 1999-08 | $15,535 |
| 15 | Fred And Jean Reed Foundation | 51 Club Forest Ln, Greenville, SC 29605-3153 | SC | 2001-02 | $84 |
| 16 | William & Jane Schloss Family Foundation | 1312 Village Harbor Dr, Lake Wylie, SC 29710-9095 | SC | 2000-09 | $4 |
| 17 | Grant Peacock Family Foundation | 324 S Main St, Greenville, SC 29601-2606 | SC | 2002-05 | $1 |
| 18 | Montgomery Family Foundation | 6732 Cary Ln, Columbia, SC 29206-1701 | SC | 2011-03 | $1 |
| 19 | Choppee School Alumni Association | PO BOX 2467, Georgetown, SC 29442-2467 | SC | 2002-10 | $0 |
| 20 | South Carolina Association Of Reconstruction Specialists | Po Box 157, Pacolet, SC 29372 | SC | 1999-04 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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