Henry Charles Otten And Jane Graves Otten Foundation in Bigfork, Montana (MT)

Organization representatives - add corrected or new information about Henry Charles Otten And Jane Graves Otten Foundation »

Non-representatives - add comments about Henry Charles Otten And Jane Graves Otten Foundation»

Henry Charles Otten And Jane Graves Otten Foundation
Employer Identification Number (EIN)841407394
Name of OrganizationHenry Charles Otten And Jane Graves Otten Foundation
In Care of NameU S Trust Company
Address705 Echo Lake Rd, Bigfork, MT 59911-6145
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date05/1998
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$500,000 to $999,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$811,639
Amount of Income$58,120
Form 990 Revenue Amount$34,849
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified)

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$34,849$34,849$31,697
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$15
Dividends and interest from securities$31,682
Gross rents$0
Gross profit from sales of goods$0
Other income$246
Total expenses and disbursements$48,413$10,771$0$36,971
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$12,713$10,771$1,271
Contributions, gifts, grants paid$35,700
Excess of revenue over expenses and disbursements$-13,564
Net investment income$24,078
Adjusted net income$31,697
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$837,192$853,463
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$613,814
Investments-corporate bonds$134,847
Investments-mortgage loans$0
Total liabilities$1
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$837,192
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$2,906
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$482
Total credits and payments$1,192
2011 estimated tax payments and 2010 overpayment credited to 2011$1,192
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
Amount to be credited to 2012 estimated tax$710
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$922,445
Net value of noncharitable-use assets$908,600
Minimum investment return$45,430
Distributable Amount (for 2011)
Distributable amount$44,948
Undistributed Income (for 2011)
Distributable amount for 2011$44,948
Undistributed income for 2011. This amount must be distributed in 2012$39,150
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 Henry Charles Otten And Jane Graves Otten Foundation to others? (optional)
Add photo of Henry Charles Otten And Jane Graves Otten Foundation (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
1Help Center Inc421 E Peach St, Bozeman, MT 59715-3029MT1973-06$838,060
2Help Committee And Boys & Girls Club Of The Hi-LinePO BOX 68, Havre, MT 59501-0068MT1983-04$984,711
3Help For Homeless Pets IncPO BOX 1282, Billings, MT 59103-1282MT1999-12$205,997
4Helping Hands In Hardin Inc825 Third Street West, Hardin, MT 59034MT1997-05$43,980
5Helping Hands Of Alberton IncorporatedPo Box 506, Alberton, MT 59820MT2006-06$0
6Helping Hands Service Inc1339 Clark Ave, Billings, MT 59102MT2003-09$1
7Helpnet IncPO BOX 8181, Kalispell, MT 59904-1181MT1987-04$11,500
8Hemp-Corley FoundationPO BOX 1971, Whitefish, MT 59937-1971MT$27,407
9Henrietta Flood Memorial Fd Fbo Butte Central Hs283 W Front St Ste 103, Missoula, MT 59802-4328MT2002-06$175,113
10Henry Brandt Ministries Inc196 Leistiko Road, Sun River, MT 59483MT2007-12$0
11Henry Charles Otten And Jane Graves Otten Foundation705 Echo Lake Rd, Bigfork, MT 59911-6145MT1998-05$58,120
12Henry Elm Trust101 S Central Ave, Sidney, MT 59270-4123MT1964-05$98,730
13Henrys Lake FoundationPo Box 1389, West Yellowstone, MT 59758-1389MT1982-09$0
14Heritage Acres Auxiliary Limited724 N Center, Hardin, MT 59034MT1988-05$0
15Heritage Capital FundPO BOX 723, Glasgow, MT 59230-0723MT2002-07$541,867
16Heron Community Center Inc, Heron Community Center109 Cottonwood Rd, Heron, MT 59844MT1989-10$0
17Hi-Line Health Service Foundation IncPO BOX 705, Chester, MT 59522-0705MT1989-01$306,913
18Hi-Line Home Programs Inc605 3rd Ave S, Glasgow, MT 59230-2408MT1977-07$1,106,950
19Hi-Line Pool & Recreation Foundation IncPo Box 266, Chester, MT 59522MT2005-12$0
20Hi-Line Radio Fellowship IncPO BOX 2426, Havre, MT 59501-2426MT1981-12$1,104,131

faqs.org is not associated with, endorsed by, or sponsored by Henry Charles Otten And Jane Graves Otten Foundation and has no official or unofficial affiliation with Henry Charles Otten And Jane Graves Otten Foundation