Oscar A Kenck Charitable Remainder Unitrust, Young Mark E Ttee in Augusta, Montana (MT)

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Oscar A Kenck Charitable Remainder Unitrust, Young Mark E Ttee
Employer Identification Number (EIN)810540289
Name of OrganizationOscar A Kenck Charitable Remainder Unitrust
Secondary NameYoung Mark E Ttee
In Care of NameMark & Julie Young
AddressPO BOX 308, Augusta, MT 59410-0308
Activities4947(a)(2) trust
SubsectionCharitable Organization
Ruling Date02/2004
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$948,785
Amount of Income$196,193
Form 990 Revenue Amount$23,122
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2012: $196,193 (it was $282,366 in 2011)
Oscar A Kenck Charitable Remainder Unitrust, Young Mark E Ttee: 

 $196,193
Other organizations performing similar types of work: 

 $97,434

Assets in 2012: $948,785 (it was $989,346 in 2011)
Oscar A Kenck Charitable Remainder Unitrust, Young Mark E Ttee: 

 $948,785
Other organizations performing similar types of work: 

 $303,611

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$23,122$28,474$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$7,240
Dividends and interest from securities$22,977
Gross rents$0
Gross profit from sales of goods$0
Other income$255
Total expenses and disbursements$79,549$16,374$0$61,850
Compensation of officers, directors, trustees, etc.$7,000
Total operating and administrative expenses$21,199$16,374$3,500
Contributions, gifts, grants paid$58,350
Excess of revenue over expenses and disbursements$-56,427
Net investment income$12,100
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$989,346$1,031,867
Cash - non-interest-bearing$59
Investments-U.S. and state government obligations$72,371
Investments-corporate stock$477,500
Investments-corporate bonds$142,167
Investments-mortgage loans$0
Investments-other$261,490
Other$35,759
Total liabilities$0
Total liabilities and net assets/fund balances$989,346
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$-7,350
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$121
Total credits and payments$461
2011 estimated tax payments and 2010 overpayment credited to 2011$461
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
Overpayment$340
Amount to be credited to 2012 estimated tax$340
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$1,068,736
Net value of noncharitable-use assets$1,052,700
Minimum investment return$52,635
Distributable Amount (for 2011)
Distributable amount$52,514
Undistributed Income (for 2011)
Distributable amount for 2011$52,514
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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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Number of organizations performing similar types of work
Alaska25
Alabama192
Arkansas70
Arizona288
California2,416
Colorado378
Connecticut382
District of Columbia106
Delaware539
Florida1,396
Georgia456
Hawaii80
Iowa165
Idaho53
Illinois1,024
Indiana284
Kansas148
Kentucky156
Louisiana146
Massachusetts669
Maryland401
Maine82
Michigan596
Minnesota362
Missouri307
Mississippi62
Montana62
North Carolina519
North Dakota20
Nebraska159
New Hampshire72
New Jersey843
New Mexico87
Nevada190
New York2,482
Ohio691
Oklahoma217
Oregon198
Pennsylvania1,160
Rhode Island172
South Carolina161
South Dakota27
Tennessee240
Texas1,146
Utah259
Virginia453
Vermont52
Washington359
Wisconsin355
West Virginia66
Wyoming57
International34
Total20,864

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