Civic Intelligence

Montgomery Humane Trust

990PF • Fiscal year 2013 • EIN 27-6402231

Apr 01, 2012 to Mar 31, 2013 • Filed on Aug 13, 2013

Organization Profile
PO Box 63545575963
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

51st percentile

0.05x

Higher debt load relative to assets than 51% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets51st percentile

Assets

$1,531,201

No earlier filing loaded for comparison.

Net Assets

$1,454,672

No earlier filing loaded for comparison.

Liabilities

$76,529

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$98,423

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,531,201Liabilities 2013: $76,529Net Assets 2013: $1,454,6722013Assets 2014: $1,511,457Liabilities 2014: $88,736Net Assets 2014: $1,422,7212014Assets 2015: $1,452,714Liabilities 2015: $95,648Net Assets 2015: $1,357,0662015Assets 2016: $1,388,173Liabilities 2016: $90,694Net Assets 2016: $1,297,4792016Assets 2017: $1,328,655Liabilities 2017: $93,397Net Assets 2017: $1,235,2582017Assets 2018: $1,278,559Liabilities 2018: $98,476Net Assets 2018: $1,180,0832018Assets 2019: $1,246,536Liabilities 2019: $98,132Net Assets 2019: $1,148,4042019Assets 2020: $1,178,482Liabilities 2020: $93,076Net Assets 2020: $1,085,4062020Assets 2021: $1,114,004Liabilities 2021: $101,040Net Assets 2021: $1,012,9642021Assets 2022: $1,039,687Liabilities 2022: $120,336Net Assets 2022: $919,3512022Assets 2023: $1,348,386Liabilities 2023: $116,701Net Assets 2023: $1,231,6852023Assets 2024: $1,315,275Liabilities 2024: $117,580Net Assets 2024: $1,197,6952024Assets 2025: $1,245,959Liabilities 2025: $120,579Net Assets 2025: $1,125,3802025

Highlighted filing

2013

Assets$1,531,201
Liabilities$76,529
Net Assets$1,454,672
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2013: $98,4232013Revenue 2014: $79,686Expenses 2014: $99,645Net Income 2014: -$19,9592014Revenue 2015: $50,117Expenses 2015: $108,645Net Income 2015: -$58,5282015Revenue 2016: $50,176Expenses 2016: $114,869Net Income 2016: -$64,6932016Revenue 2017: $50,615Expenses 2017: $110,346Net Income 2017: -$59,7312017Revenue 2018: $63,700Expenses 2018: $113,943Net Income 2018: -$50,2432018Revenue 2019: $86,318Expenses 2019: $117,831Net Income 2019: -$31,5132019Revenue 2020: $53,899Expenses 2020: $121,953Net Income 2020: -$68,0542020Revenue 2021: $47,035Expenses 2021: $111,513Net Income 2021: -$64,4782021Revenue 2022: $49,063Expenses 2022: $123,380Net Income 2022: -$74,3172022Revenue 2023: $450,364Expenses 2023: $147,590Net Income 2023: $302,7742023Revenue 2024: $102,322Expenses 2024: $130,675Net Income 2024: -$28,3532024Revenue 2025: $68,943Expenses 2025: $137,092Net Income 2025: -$68,1492025

Highlighted filing

2013

Revenue-
Expenses$98,423
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Aug 13, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stan BoboTrust Advisory-$0--
Marilyn Jeffries MeehanTrust Advisory-$0--
Edward B BakerTrust Advisory-$0--
Commercial Bank of TexasTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-VARIOUS PROJECTS RELATED TO THE HUMANE SOCIETYPublicNACOGDOCHES, TX, US$60,000
Paid Grant-VARIOUS PROJECTS RELATED TO THE O'MALLEY ALLEY CAT ORGANIZATIONPublicNacogdoches, TX, US$20,000
Filing and Contact Details

Filer

EIN
27-6402231
Raw XML Appendix303 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0532510
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS - SEE SCHEDULE II
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0826014
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01132392
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCK- SEE SCHEDULE II
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal025001
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV026313
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount048992
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome038627
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm016287
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss018423
IRS990PF/BalanceSheets/CapitalStockBOY01522724
IRS990PF/BalanceSheets/CapitalStockEOY01522724
IRS990PF/BalanceSheets/GrantsPayableBOY070636
IRS990PF/BalanceSheets/GrantsPayableEOY076529
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0509001
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0514891
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0532510
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0786609
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0826014
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01132392
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY025001
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY025001
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV026313
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/BalanceSheets/OtherAssetsEOYFMV01093
IRS990PF/BalanceSheets/OtherLiabilitiesBOY01567
IRS990PF/BalanceSheets/RetainedEarningsBOY0-19572
IRS990PF/BalanceSheets/RetainedEarningsEOY0-68052
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0254218
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0164202
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0164202
IRS990PF/BalanceSheets/TotalAssetsBOY01575355
IRS990PF/BalanceSheets/TotalAssetsEOY01531201
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01856510
IRS990PF/BalanceSheets/TotalLiabilitiesBOY072203
IRS990PF/BalanceSheets/TotalLiabilitiesEOY076529
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01575355
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01531201
IRS990PF/BalanceSheets/TotalNetAssetsBOY01503152
IRS990PF/BalanceSheets/TotalNetAssetsEOY01454672
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome05139
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-42587
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases05893
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01460565
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01503152
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01454672
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted087643
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj087643
IRS990PF/DistributableAmount/DistributableAmountBeforeDed087643
IRS990PF/DistributableAmount/MinimumInvestmentReturn088029
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0386
IRS990PF/DistributableAmount/TotalTax0386
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0394
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0780
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0386
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0394
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0386
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0780
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01856510
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01787398
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0211625
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01575773
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable026811
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn088029
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01760587
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01787398
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Stan Bobo
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Marilyn Jeffries Meehan
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Edward B Baker
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Commercial Bank of Texas
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trust Advisory
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trust Advisory
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trust Advisory
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10Woodcreek Drive
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11Saint James Place
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO Box 632768
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13PO Box 635050
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Nacogdoches
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Nacogdoches
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Nacogdoches
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Nacogdoches
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode075963
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode175963
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode275963
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode375963
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct048323
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets047937
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.02723
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.02617
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.02829
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01760587
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101713236
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IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0386
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions081750
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1044836
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2043319
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.05446
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions081364
IRS990PF/QualifyingDistributions/ExpensesAndContributions081750
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0386
IRS990PF/QualifyingDistributions/QualifyingDistributions081750
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Dan Florence
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09367154126
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO Box 635455
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Nacogdoches
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
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IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0FURNISH CORRECT NAME, ADDRESS AND PHONE NUMBER OF APPLICANT. ALSO PROVIDE A BRIEF RESUME OF: (1) THE OPERATIONS OF THE APPLICANT, AND (2) EXPLANATION OF THE REQUEST EVIDENCING THE NEED, THE SERVICE TO BE RENDERED AND HOW, WHEN AND WHERE MEMBERS OF THE PUBLIC WILL BE BENEFITED.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientEmailAddress0[email protected]
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0MONTGOMERY HUMANE TRUST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09367154126
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10215 EAST MAIN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0NACOGDOCHES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode075961
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0GRANTS ARE MADE ONLY TO CHARITABLE ORGANIZATIONS HAVING AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE EVIDENCING THAT IT IS SUCH AN ORGANIZATION. HAS A POLICY OF MAKING GRANTS TO ORGANIZATIONS WHICH ARE ACTIVELY ENGAGED IN THE PREVENTION OF CRUELTY TO ANIMALS, THE RELIEF OF SUFFERING AMONG ANIMALS, AND EDUCATION IN THE HUMANE TREATMENT OF ANIMALS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount020000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount160000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0VARIOUS PROJECTS RELATED TO THE O'MALLEY ALLEY CAT ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1VARIOUS PROJECTS RELATED TO THE HUMANE SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0The O'Malley Alley Cat Organization
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1HUMANE SOCIETY- NAC CTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO Box 633452
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11207 E HOSPITAL RM 107
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Nacogdoches
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NACOGDOCHES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode075963
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode175963
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear080000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear011114
IRS990PF/UndistributedIncome/AppliedToYear1070636
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted087643
IRS990PF/UndistributedIncome/QualifyingDistributions081750
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY076529
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear070636
OtherAssetsSchedule/OtherAssets/BOYBookValue046
OtherAssetsSchedule/OtherAssets/BOYBookValue1480
OtherAssetsSchedule/OtherAssets/Description0PURCHASED INTEREST
OtherAssetsSchedule/OtherAssets/Description1Prepaid Excise Tax
OtherAssetsSchedule/OtherAssets/EOYBookValue0219
OtherAssetsSchedule/OtherAssets/EOYBookValue1874
OtherAssetsSchedule/OtherAssets/EOYFMV0219
OtherAssetsSchedule/OtherAssets/EOYFMV1874
OtherDecreasesSchedule/OtherDecreases/Amount05893
OtherDecreasesSchedule/OtherDecreases/Description0Increase in Grants Payable
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome10
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount014396
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount13500
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Commercial Bank Fees -TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1Axley & Rode, LLP
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps11750
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome014396
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome11750
TaxesSchedule/Taxes/Amount0141
TaxesSchedule/Taxes/Amount1386
TaxesSchedule/Taxes/Category0FORIEGN TAX
TaxesSchedule/Taxes/Category1FEDERAL EXCISE TAX
TaxesSchedule/Taxes/NetInvestmentIncome0141
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0276402231
ReturnHeader/Filer/Name/BusinessNameLine10Montgomery Humane Trust
ReturnHeader/Filer/NameControl0MONT
ReturnHeader/Filer/Phone09367154126
ReturnHeader/Filer/USAddress/AddressLine10PO Box 635455
ReturnHeader/Filer/USAddress/City0Nacogdoches
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075963
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-13
ReturnHeader/Officer/Name0Dan Florence
ReturnHeader/Officer/Title0Sr Vice President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Axley & Rode LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101307 S 1st St
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Lufkin
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0759014717
ReturnHeader/Preparer/Name0ROBERT G LINDSEY PC CPA
ReturnHeader/Preparer/Phone09366346621
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-04-01
ReturnHeader/TaxPeriodEndDate02013-03-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-13T14:54:02-07:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,531,201
Liabilities
$76,529
Net assets
$1,454,672
Revenue
-
Expenses
$98,423
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.25$0.12$1.13$0.07$0.14$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.12$1.20$0.10$0.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.12$1.23$0.45$0.15$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.12$0.92$0.05$0.12$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.10$1.01$0.05$0.11$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.09$1.09$0.05$0.12$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.10$1.15$0.09$0.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.10$1.18$0.06$0.11$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.09$1.24$0.05$0.11$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.09$1.30$0.05$0.11$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.10$1.36$0.05$0.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.09$1.42$0.08$0.10$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.53$0.08$1.45$0.10