Carl Carbon Charitable Trust in Great Falls, Montana (MT)

Organization representatives - add corrected or new information about Carl Carbon Charitable Trust »

Non-representatives - add comments about Carl Carbon Charitable Trust»

Carl Carbon Charitable Trust
Employer Identification Number (EIN)943189973
Name of OrganizationCarl Carbon Charitable Trust
Address401 34th Ave Ne, Great Falls, MT 59404-4214
ActivitiesBoy Scouts, Girl Scouts, etc.
SubsectionCharitable Organization
Ruling Date11/1993
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,005,909
Amount of Income$165,954
Form 990 Revenue Amount$46,959

Non-representatives - add comments:


Your IP address will be logged.

Financial snapshot ($)

Revenue for 2011

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$46,959$46,959$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$24
Dividends and interest from securities$28,930
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$99,177$1,864$0$96,713
Compensation of officers, directors, trustees, etc.$500
Total operating and administrative expenses$3,777$1,864$1,313
Contributions, gifts, grants paid$95,400
Excess of revenue over expenses and disbursements$-52,218
Net investment income$45,095
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$1,005,909$1,251,934
Cash - non-interest-bearing$30
Investments-U.S. and state government obligations$17,451
Investments-corporate stock$866,958
Investments-corporate bonds$106,305
Investments-mortgage loans$0
Total liabilities$0
Total liabilities and net assets/fund balances$1,005,909
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$18,005
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$451
Total credits and payments$408
2011 estimated tax payments and 2010 overpayment credited to 2011$408
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$43
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$1,322,095
Net value of noncharitable-use assets$1,302,260
Minimum investment return$65,113
Distributable Amount (for 2011)
Distributable amount$64,662
Undistributed Income (for 2011)
Distributable amount for 2011$64,662
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
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
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated


Your Review

Would you recommend Carl Carbon Charitable Trust to others? (optional)
Add photo of Carl Carbon Charitable Trust (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Montana
IdNameAddressStateEstablishedTotal Income
1Capstone Christian Academy1485 Continental Dr, Butte, MT 59701-5102MT2007-10$77,407
2Carbon County Arts GuildPO BOX 585, Red Lodge, MT 59068-0585MT1975-04$266,332
3Carbon County Community Food Bank, Baretooth CupboardsPo Box 665, Red Lodge, MT 59068MT1996-04$63,921
4Carbon County Historical SocietyPO BOX 881, Red Lodge, MT 59068-0881MT1980-06$259,787
5Carbon Stillwater Community & Senior ProgramsPO BOX 197, Joliet, MT 59041-0197MT1976-05$102,111
6Career Futures Inc55 W Granite St, Butte, MT 59701-9213MT1986-09$1,057,508
7Career Training Institute347 N Lst Ch Glch St, Helena, MT 59601-5058MT1984-06$1,881,523
8Career Transitions IncPO BOX 145, Belgrade, MT 59714-0145MT1995-01$520,195
9Caretakers IncPO BOX 9541, Helena, MT 59604-9541MT2008-08$16,475
10The Caring Foundation Of Montana IncPO BOX 872, Helena, MT 59624-0872MT1992-12$134,651
11Carl Carbon Charitable Trust401 34th Ave Ne, Great Falls, MT 59404-4214MT1993-11$165,954
12Carlson Music Scholarship FundPO BOX 5010, Great Falls, MT 59403-5010MT2003-02$80,142
13Casa Of Montana IncorporatedPO BOX 1046, Helena, MT 59624-1046MT2005-09$205,513
14Casa Trust Inc133 Reeders Aly, Helena, MT 59601-6286MT2008-05$672
15Casa-Can Childrens Advocate Network325 2nd Ave N, Great Falls, MT 59401-2517MT1994-07$143,795
16Cascade County Chapter For Prevention Of Elder AbusePo Box 192, Great Falls, MT 59403MT2000-09$4,500
17Cascade County Coalition Healthy Mothers Healthy BabiesPO BOX 2085, Great Falls, MT 59403-2085MT1992-11$82,643
18Cascade County Council Of The Society Of St Vincent De PaulPO BOX 1562, Great Falls, MT 59403-1562MT2009-11$634,483
19Cascade County Historical Society422 2nd St S, Great Falls, MT 59405-1816MT1982-04$326,497
20Cascade County Humane SocietyPO BOX 1774, Great Falls, MT 59403-1774MT1976-12$64,983 is not associated with, endorsed by, or sponsored by Carl Carbon Charitable Trust and has no official or unofficial affiliation with Carl Carbon Charitable Trust