Civic Intelligence

Montgomery Napa Trust

990PF • Fiscal year 2013 • EIN 27-6402235

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

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.

Assets

$1,554,398

No earlier filing loaded for comparison.

Net Assets

$1,476,770

No earlier filing loaded for comparison.

Liabilities

$77,628

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$98,533

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,554,398Liabilities 2013: $77,628Net Assets 2013: $1,476,7702013Assets 2014: $1,523,851Liabilities 2014: $90,667Net Assets 2014: $1,433,1842014Assets 2015: $1,461,253Liabilities 2015: $96,640Net Assets 2015: $1,364,6132015Assets 2016: $1,396,002Liabilities 2016: $91,154Net Assets 2016: $1,304,8482016Assets 2017: $1,337,132Liabilities 2017: $94,106Net Assets 2017: $1,243,0262017Assets 2018: $1,278,863Liabilities 2018: $100,323Net Assets 2018: $1,178,5402018Assets 2019: $1,242,190Liabilities 2019: $99,989Net Assets 2019: $1,142,2012019Assets 2020: $1,178,825Liabilities 2020: $100,026Net Assets 2020: $1,078,7992020Assets 2021: $1,108,099Liabilities 2021: $104,545Net Assets 2021: $1,003,5542021Assets 2022: $1,033,495Liabilities 2022: $126,568Net Assets 2022: $906,9272022Assets 2023: $1,383,530Liabilities 2023: $121,239Net Assets 2023: $1,262,2912023Assets 2024: $1,362,696Liabilities 2024: $121,838Net Assets 2024: $1,240,8582024Assets 2025: $1,290,946Liabilities 2025: $126,116Net Assets 2025: $1,164,8302025

Highlighted filing

2013

Assets$1,554,398
Liabilities$77,628
Net Assets$1,476,770

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2013: $98,5332013Revenue 2014: $68,976Expenses 2014: $99,631Net Income 2014: -$30,6552014Revenue 2015: $48,210Expenses 2015: $110,700Net Income 2015: -$62,4902015Revenue 2016: $50,453Expenses 2016: $115,937Net Income 2016: -$65,4842016Revenue 2017: $51,786Expenses 2017: $110,792Net Income 2017: -$59,0062017Revenue 2018: $56,291Expenses 2018: $114,552Net Income 2018: -$58,2612018Revenue 2019: $83,538Expenses 2019: $119,850Net Income 2019: -$36,3122019Revenue 2020: $55,668Expenses 2020: $119,032Net Income 2020: -$63,3642020Revenue 2021: $47,197Expenses 2021: $118,064Net Income 2021: -$70,8672021Revenue 2022: $51,113Expenses 2022: $125,961Net Income 2022: -$74,8482022Revenue 2023: $498,037Expenses 2023: $154,175Net Income 2023: $343,8622023Revenue 2024: $122,978Expenses 2024: $138,687Net Income 2024: -$15,7092024Revenue 2025: $71,832Expenses 2025: $142,149Net Income 2025: -$70,3172025

Highlighted filing

2013

Revenue-
Expenses$98,533
Net Income-
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Commercial Bank of TexasTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-VARIOUS PROJECTS RELATED TO TEXAS LAND CONSERVATIONPublicAUSTIN, TX, US$80,000
Filing and Contact Details

Filer

EIN
27-6402235
Raw XML Appendix269 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.

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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0544288
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS - SEE SCHEDULE II
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0808857
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01107228
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCKS - SEE SCHEDULE II
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal025001
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV026313
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount050020
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-42059
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice095916
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss018533
IRS990PF/BalanceSheets/CapitalStockBOY01541323
IRS990PF/BalanceSheets/CapitalStockEOY01541323
IRS990PF/BalanceSheets/GrantsPayableBOY071055
IRS990PF/BalanceSheets/GrantsPayableEOY077628
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0514700
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0525453
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0544288
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0814809
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0808857
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01107228
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY025001
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY025001
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV026313
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY0500
IRS990PF/BalanceSheets/OtherAssetsEOY0679
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0679
IRS990PF/BalanceSheets/OtherLiabilitiesBOY01587
IRS990PF/BalanceSheets/RetainedEarningsBOY0-15921
IRS990PF/BalanceSheets/RetainedEarningsEOY0-64553
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0243034
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0194408
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0194407
IRS990PF/BalanceSheets/TotalAssetsBOY01598044
IRS990PF/BalanceSheets/TotalAssetsEOY01554398
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01872915
IRS990PF/BalanceSheets/TotalLiabilitiesBOY072642
IRS990PF/BalanceSheets/TotalLiabilitiesEOY077628
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01598044
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01554398
IRS990PF/BalanceSheets/TotalNetAssetsBOY01525402
IRS990PF/BalanceSheets/TotalNetAssetsEOY01476770
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome04757
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-42059
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases06573
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01483343
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01525402
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01476770
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted088323
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj088323
IRS990PF/DistributableAmount/DistributableAmountBeforeDed088323
IRS990PF/DistributableAmount/MinimumInvestmentReturn088715
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0392
IRS990PF/DistributableAmount/TotalTax0392
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0388
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0780
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0392
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0388
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0392
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0392
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0780
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01872915
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01801327
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0236701
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01564626
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable027020
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn088715
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01774307
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01801327
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Commercial Bank of Texas
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO 635050
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Nacogdoches
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode075963
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct048802
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets048410
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.02728
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.02595
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.02862
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01774307
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101727928
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201544620
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0392
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions081750
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1044836
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2044205
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.05457
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions081358
IRS990PF/QualifyingDistributions/ExpensesAndContributions081750
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0392
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
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode075963
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
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 NAPA 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 EDUCATIONAL PROGRAMS ON PROTECTION OF THE NATURAL ENVIRONMENT, CONSERVATION OF NATURAL RESOURCES, AND THE PRESERVATION OF WILDLIFE HABITATS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount080000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0VARIOUS PROJECTS RELATED TO TEXAS LAND CONSERVATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0TEXAS LAND CONSERVANCY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine106626 SLIVERMINE DR 300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode078736
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/AppliedToCurrentYear010695
IRS990PF/UndistributedIncome/AppliedToYear1071055
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted088323
IRS990PF/UndistributedIncome/QualifyingDistributions081750
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY077628
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear071055
OtherAssetsSchedule/OtherAssets/BOYBookValue0500
OtherAssetsSchedule/OtherAssets/Description0PURCHASED INTEREST
OtherAssetsSchedule/OtherAssets/Description1Prepaid Excise Tax
OtherAssetsSchedule/OtherAssets/EOYBookValue0292
OtherAssetsSchedule/OtherAssets/EOYBookValue1387
OtherAssetsSchedule/OtherAssets/EOYFMV0292
OtherAssetsSchedule/OtherAssets/EOYFMV1387
OtherDecreasesSchedule/OtherDecreases/Amount06573
OtherDecreasesSchedule/OtherDecreases/Description0Increase in Grants Payable
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome10
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount014530
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount13500
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Commercial Bank Fees-Trust Fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1Axley & Rode, LLP
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps11750
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome014530
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome11750
TaxesSchedule/Taxes/Amount0111
TaxesSchedule/Taxes/Amount1392
TaxesSchedule/Taxes/Category0Foriegn
TaxesSchedule/Taxes/Category1Excise Tax
TaxesSchedule/Taxes/NetInvestmentIncome0111
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0276402235
ReturnHeader/Filer/Name/BusinessNameLine10Montgomery NAPA 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/Timestamp02013-08-13T14:54:03-07:00

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