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Nonprofit · EIN 51-0160511

MONTGOMERY HOSPITAL INC FBO

Also known as CAPEL CHARITABLE TRUST

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$227K$133K2023$301K$134K2024
Revenue Expenses · by fiscal year end
Financials of MONTGOMERY HOSPITAL INC FBO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$300,706$133,833$166,873$1,974,480$0$1,974,480
December 31, 2023990-PF$227,084$133,098$93,986$1,806,150$0$1,806,150
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$60,645
Net gain from sales of assets
$240,061

Expenses

Grants and similar amounts paid
$94,000
Compensation of officers, directors and key employees
$30,930
Disbursements for charitable purposes
$102,834
Excise tax on investment income
$3,795

Balance sheet and other

Total assets, start of year
$1,806,150
Total assets, end of year
$1,974,480
Total liabilities, end of year
$0
Net assets, end of year
$1,974,480
Fair market value of assets
$2,399,466
Qualifying distributions
$102,834
Net investment income
$299,002

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$30,930
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$28,874

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% WACHOVIA BANK & TRUST CO NA
Signed the 990-PF
-, TRUSTEE
Phone
(888) 730-4933
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
51-0160511
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1974
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,974,480
Income (IRS master file)
$1,105,315

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$300,706$133,833$1,974,480IRS
990-PFDecember 2023$227,084$133,098$1,806,150XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 51-0160511).

Questions about MONTGOMERY HOSPITAL INC FBO

What is the EIN of MONTGOMERY HOSPITAL INC FBO?
The employer identification number (EIN) of MONTGOMERY HOSPITAL INC FBO is 51-0160511.
Is MONTGOMERY HOSPITAL INC FBO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to MONTGOMERY HOSPITAL INC FBO tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MONTGOMERY HOSPITAL INC FBO file?
Form 990-PF. Private foundations file every year.
When is the next return of MONTGOMERY HOSPITAL INC FBO due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTGOMERY HOSPITAL INC FBO last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MONTGOMERY HOSPITAL INC FBO?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $30,930 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does MONTGOMERY HOSPITAL INC FBO have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $300,706, expenses of $133,833 and total assets of $1,974,480 at year end.

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