Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022
Name of foundation
MONTGOMERY HOME FOR AGED PEOPLE INC
 
Number and street (or P.O. box number if mail is not delivered to street address)64 SOUTH MAIN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MIDDLEBORO, MA02346
A Employer identification number

04-2131757
B Telephone number (see instructions)

(508) 947-0059
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,096,918J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments   6  
4 Dividends and interest from securities...   25,281  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 126,980
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment 313    
12 Total. Add lines 1 through 11........ 313 152,267  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 39,645     39,645
14 Other employee salaries and wages...... 97,862     97,862
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... 0      
c Other professional fees (attach schedule).... Click to see attachment 10,524     10,524
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,754     9,257
19 Depreciation (attach schedule) and depletion... Click to see attachment 17,469    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 83,494     83,494
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 259,748 0   240,782
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 259,748 0   240,782
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -259,435
b Net investment income (if negative, enter -0-) 152,267
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 19,079 35,540 35,540
2 Savings and temporary cash investments......... 75,343 60,656 60,656
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 100 1,600 1,600
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 455,646 Click to see attachment444,426 529,366
c Investments—corporate bonds (attach schedule)....... 474,080 Click to see attachment384,805 384,805
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet592,867
Less: accumulated depreciation (attach schedule) bullet368,547 239,012 Click to see attachment224,320 1,000,011
15 Other assets (describe bullet) 64,104 84,940 84,940
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,327,364 1,236,287 2,096,918
Liabilities 17 Accounts payable and accrued expenses.......... 7,908 3,550
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
23 Total liabilities (add lines 17 through 22)......... 7,908 3,550
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,319,456 1,232,737
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,319,456 1,232,737
30 Total liabilities and net assets/fund balances (see instructions). 1,327,364 1,236,287
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,319,456
2
Enter amount from Part I, line 27a .....................
2
-259,435
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
172,716
4
Add lines 1, 2, and 3 ..........................
4
1,232,737
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,232,737
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a MISC STOCKS-PLIMOTH INVESTMENTS P 2021-09-30 2022-09-30
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 701,970 0 574,990 126,980
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 126,980
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 126,980
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,117
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,117
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,500
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 1500 7 1,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 617
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRONALD H HOLMGREN CPA Telephone no.bullet (508) 427-5522

    Located atbullet700 W CENTER ST SUITE 5W BRIDGEWATERMA ZIP+4bullet02379
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
     
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    RONALD H HOLMGREN TREASURER
    20.00     		16,500 0 0
    259 WAREHAM ST
    MIDDLEBORO,MA02346
    DEIRDRE A CAHOON DIRECTOR
    5.00     		4,065 0 0
    19 CORINNE PARKWAY
    MIDDLEBORO,MA02346
    DOROTHY F THAYER DIRECTOR
    5.00     		3,450 0 0
    2 CAREY STREET
    MIDDLEBORO,MA02346
    GERALD L THAYER DIRECTOR
    5.00     		4,065 0 0
    2 CAREY STREET
    MIDDLEBORO,MA02346
    MARCIA L H HOLMGREN DIRECTOR
    5.00     		2,805 0 0
    259 WAREHAM STREET
    MIDDLEBORO,MA02346
    RONALD H HOLMGREN DIRECTOR
    5.00     		4,065 0 0
    259 WAREHAM STREET
    MIDDLEBORO,MA02346
    THEODORE CAHOON DIRECTOR
    5.00     		4,065 0 0
    19 CORINNE PARKWAY
    MIDDLEBORO,MA02346
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    0
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    0
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    0
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    0
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    0
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 0
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 251,936
    b From 2017...... 257,751
    c From 2018...... 0
    d From 2019...... 212,877
    e From 2020...... 254,676
    f Total of lines 3a through e ........ 977,240
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 240,782
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount.....  
    e Remaining amount distributed out of corpus 240,782
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,218,022
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		251,936
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		966,086
    10 Analysis of line 9:
    a Excess from 2017.... 257,751
    b Excess from 2018.... 0
    c Excess from 2019.... 212,877
    d Excess from 2020.... 254,676
    e Excess from 2021.... 240,782
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
    1985-09-04
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
    0 0 0 0 0
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		240,782 254,676 212,877 0 708,335
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		240,782 254,676 212,877 0 708,335
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......     2,400,501   2,400,501
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		     0   0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a  
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0    
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    0
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    2 ALLOW RESIDENTS TO LIVE AT MONTGOMERY HOME
    4,8,11 INVESTMENT FUNDS TO GIVE HOME INCOME TO EXIST
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 - Tax Paid with the Original Return: 1,500


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    MONTGOMERY HOME FOR AGED PEOPLE INC
    EIN:
    04-2131757
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    REPLACE GUTTERS 2020-09-18 5,200 139 SL 39.000000000000 133      
    NEW ELEVATOR 2020-04-07 115,000 4,300 SL 39.000000000000 2,949      
    WASHING MACHINE 2020-02-17 950 494 200DB 5.000000000000 182      
    DRYER 2020-02-17 850 442 200DB 5.000000000000 163      
    STOVE WITH HOOD 2020-02-24 900 468 200DB 5.000000000000 173      
    DISHWASHER 2020-02-24 550 286 200DB 5.000000000000 106      
    CARPET 1993-03-01 444 444 200DB 7.000000000000 0      
    ELECTRICAL IMP 1994-03-01 928 928 150DB 15.000000000000 0      
    ELEVATOR 1993-08-01 69,505 69,505 150DB 20.000000000000 0      
    PAINTING 1990-01-01 17,000 16,721 200DB 10.000000000000 0      
    PAINTING 1991-01-01 16,152 16,152 200DB 7.000000000000 0      
    GARAGE DOOR 1994-03-01 247 247 200DB 10.000000000000 0      
    PLMBG,HTG. 1992-03-01 2,046 2,035 200DB 10.000000000000 0      
    FIRE ALARM 1995-01-01 3,874 3,874 SL 20.000000000000 0      
    AWNINGS 1990-01-01 170 170 200DB 7.000000000000 0      
    AWNINGS 1991-01-01 750 750 200DB 5.000000000000 0      
    CARPET 1990-01-01 1,131 1,131 200DB 7.000000000000 0      
    DISPOSAL 1994-03-01 371 371 200DB 5.000000000000 0      
    FURNITURE 1989-01-01 1,687 1,687 200DB 7.000000000000 0      
    FURNITURE 1990-01-01 1,794 1,794 200DB 7.000000000000 0      
    HOT WATER HTR 1994-03-01 1,945 1,945 200DB 5.000000000000 0      
    DECORATIONS 1991-01-01 356 356 200DB 5.000000000000 0      
    REFRIGERATOR 1988-01-01 950 950 200DB 10.000000000000 0      
    14 CHAIRS 1989-01-01 1,211 1,211 200DB 7.000000000000 0      
    STOVE 1988-01-01 669 669 200DB 10.000000000000 0      
    VACUUM CLEANER 1991-01-01 248 248 200DB 5.000000000000 0      
    WASHER 1988-01-01 500 500 200DB 10.000000000000 0      
    FURNITURE 1992-03-01 663 659 200DB 10.000000000000 0      
    MICROWAVE 1993-02-01 450 450 200DB 5.000000000000 0      
    DISHWASHER 1995-01-01 520 505 200DB 5.000000000000 0      
    FLOORING 1998-03-10 2,010 2,010 200DB 7.000000000000 0      
    VACUUM CLEANER 1998-12-14 750 750 200DB 5.000000000000 0      
    CHIMNEY 1989-01-01 650 650 200DB 5.000000000000 0      
    DRIVEWAY 1985-01-01 2,764 2,764 PRE 5.000000000000 0      
    ELECTRICAL 1989-01-01 1,525 1,525 200DB 5.000000000000 0      
    INSULATION 1989-01-01 1,600 1,600 200DB 5.000000000000 0      
    PLUMBING 1987-01-01 2,076 2,076 200DB 5.000000000000 0      
    PLUMBING 1988-01-01 1,114 1,114 200DB 5.000000000000 0      
    WATERLINE 1986-01-01 1,918 1,918 PRE 5.000000000000 0      
    ELECTRICAL 1987-01-01 1,105 1,105 200DB 5.000000000000 0      
    PAINTING 1985-01-01 2,265 2,265 PRE 5.000000000000 0      
    IMPROVEMENTS 1984-01-01 4,531 4,531 PRE 5.000000000000 0      
    IMPROVEMENTS 1985-01-01 2,181 2,181 PRE 5.000000000000 0      
    IMPROVEMENTS 1982-01-01 10,102 10,102 PRE 10.000000000000 0      
    IMPROVEMENTS 1983-01-01 4,459 4,459 PRE 5.000000000000 0      
    AIR CONDITIONER 1989-01-01 1,060 1,060 200DB 5.000000000000 0      
    AWNINGS 1989-01-01 130 130 200DB 5.000000000000 0      
    AWNINGS 1988-01-01 120 120 200DB 5.000000000000 0      
    FURNITURE 1986-01-01 728 728 PRE 5.000000000000 0      
    FURNITURE 1986-01-01 595 595 PRE 5.000000000000 0      
    FURNITURE 1988-01-01 507 507 200DB 5.000000000000 0      
    LAWN FURNITURE 1988-01-01 1,160 1,160 200DB 5.000000000000 0      
    RE-UPHOLSTERING 1988-01-01 5,732 5,732 200DB 5.000000000000 0      
    TELEVISION & STAND 1989-01-01 770 770 200DB 5.000000000000 0      
    EQUIPMENT 1984-01-01 1,150 1,150 PRE 10.000000000000 0      
    EQUIPMENT 1985-01-01 1,978 1,978 PRE 5.000000000000 0      
    EQUIPMENT 1982-01-01 1,488 1,488 PRE 10.000000000000 0      
    LAND 1930-01-09 8,937 0 0 0.000000000000 0      
    VCR 1999-10-22 88 88 200DB 5.000000000000 0      
    MICROWAVE 2000-06-14 480 480 200DB 5.000000000000 0      
    OIL TANK 1999-11-26 1,195 1,195 200DB 7.000000000000 0      
    LAWN IRRIGATION SYSTEM 2000-06-01 5,990 5,990 200DB 5.000000000000 0      
    GAS RANGE 2000-10-18 815 815 200DB 5.000000000000 0      
    ALARM SYSTEM 2001-07-16 2,933 2,933 200DB 5.000000000000 0      
    CARPET 2001-04-09 2,700 2,700 200DB 5.000000000000 0      
    AWNINGS 2001-06-15 1,550 1,550 200DB 5.000000000000 0      
    CARPET 2002-04-06 719 503 200DB 7.000000000000 0      
    TV 2001-12-09 735 514 200DB 5.000000000000 0      
    WASHER/DRYER 2002-07-07 1,179 825 200DB 5.000000000000 0      
    APPLIANCES 2002-10-01 1,373 1,373 200DB 5.000000000000 0      
    PARKING LOT ADDITION 2003-07-09 2,100 2,100 150DB 15.000000000000 0      
    CARPET 2004-08-09 800 800 200DB 7.000000000000 0      
    KITCHEN EQPT 2004-03-08 420 420 200DB 5.000000000000 0      
    BARN IMPROVEMENTS 2004-07-07 11,632 4,834 SL 39.000000000000 298      
    KITCHEN APPLIANCE 2005-07-01 430 430 200DB 5.000000000000 0      
    VACUUM 2005-04-14 299 299 200DB 5.000000000000 0      
    CARPET 2006-04-14 550 550 200DB 7.000000000000 0      
    GAS OVEN 2006-05-04 1,444 1,444 200DB 7.000000000000 0      
    MICROWAVE 2006-05-22 163 163 200DB 5.000000000000 0      
    CHEVY VAN 2006-02-24 26,915 26,915 200DB 5.000000000000 0      
    Curtains 2006-12-30 416 416 200DB 5.000000000000 0      
    Warmington Furniture 2007-01-19 2,262 2,262 200DB 5.000000000000 0      
    Freezer 2007-03-16 830 830 200DB 5.000000000000 0      
    Refridgerator 2008-07-11 1,625 1,625 200DB 5.000000000000 0      
    Air conditioner 2008-07-11 230 230 200DB 5.000000000000 0      
    Microwave 2008-08-07 144 144 200DB 5.000000000000 0      
    Table 2007-11-02 477 477 200DB 5.000000000000 0      
    Dishwasher 2008-05-02 630 630 200DB 5.000000000000 0      
    Roof 2008-05-22 23,905 7,585 SL 39.000000000000 613      
    Bathroom/Bedroom improvements 2009-09-30 22,405 6,343 SL 39.000000000000 574      
    Dishwasher 2009-12-31 850 850 200DB 5.000000000000 0      
    Carpeting 2009-12-24 990 990 200DB 5.000000000000 0      
    Shower doors 2009-11-18 692 692 200DB 5.000000000000 0      
    Boiler 2010-02-22 5,450 4,002 150DB 15.000000000000 322      
    Air conditioner 2010-06-17 295 295 200DB 5.000000000000 0      
    Granite bench 2010-09-15 319 319 200DB 7.000000000000 0      
    Front Porch 2010-04-07 4,463 1,197 SL 39.000000000000 114      
    Repairs to roof trim & gutters 2010-04-07 3,683 988 SL 39.000000000000 94      
    Repairs to roof trim, gutters & portico 2010-04-09 8,980 2,408 SL 39.000000000000 230      
    2nd Floor Bathroom Improvements 2010-06-25 3,854 1,017 SL 39.000000000000 99      
    Electric Heater 2009-10-22 479 479 200DB 5.000000000000 0      
    Windows 2011-07-15 4,000 2,701 150DB 15.000000000000 236      
    Blinds 2010-12-22 614 614 200DB 5.000000000000 0      
    Fan 2010-12-22 135 135 200DB 5.000000000000 0      
    Radiator 2011-01-13 520 520 200DB 7.000000000000 0      
    SHelving Unit 2011-06-03 146 146 200DB 5.000000000000 0      
    Mail Organizer 2011-07-26 113 113 200DB 5.000000000000 0      
    Sofa 2011-10-20 1,195 1,195 200DB 5.000000000000 0      
    Chair 2011-10-20 1,707 1,707 200DB 5.000000000000 0      
    Mattress 2011-11-23 194 194 200DB 5.000000000000 0      
    Curtains & Shades 2012-05-26 4,234 4,234 200DB 5.000000000000 0      
    Chair Cushions 2012-05-26 102 102 200DB 5.000000000000 0      
    Windows 2011-10-31 3,957 2,598 150DB 15.000000000000 209      
    Windows 2012-04-06 900 555 150DB 15.000000000000 53      
    Windows 2014-03-14 3,413 2,451 150DB 15.000000000000 113      
    WINDOWS - 8 2015-01-19 5,613 2,961 150DB 15.000000000000 279      
    Windows 2015-11-05 2,125 932 150DB 15.000000000000 125      
    Painting of Main House 2016-07-31 24,990 15,162 150DB 10.000000000000 2,184      
    Refrigerator 2015-10-19 150 150 200DB 5.000000000000 0      
    LiftAway Chair 2015-10-19 200 200 200DB 5.000000000000 0      
    Samung TV 2015-10-19 390 390 200DB 5.000000000000 0      
    Windows (11/14/12) 2015-10-01 825 311 150DB 15.000000000000 51      
    Refrigerator (12/10/12) 2015-10-01 149 149 200DB 5.000000000000 0      
    New window & Storm Door 2017-05-26 1,443 824 150DB 7.000000000000 177      
    Install new wood floor & rip up old carpet 2017-07-06 2,045 227 SL 31.500000000000 65      
    Shed repair 2017-08-16 12,700 1,411 SL 31.500000000000 403      
    Replace Parking Lot 2017-09-29 18,075 4,218 SL 15.000000000000 1,205      
    Refrigerator 2018-06-18 790 562 200DB 5.000000000000 91      
    Fix roof & basement floor 2018-02-14 4,700 2,534 200DB 10.000000000000 433      
    Laundry Room Floor Repairs 2018-05-24 3,425 2,439 200DB 5.000000000000 395      
    Carpeting 2018-06-28 1,016 723 200DB 5.000000000000 117      
    Repairs in Bathroom 2018-07-09 2,117 1,507 200DB 5.000000000000 244      
    Replace & repair garge floor 2018-11-19 8,550 6,088 200DB 5.000000000000 985      
    Replace gutter downspouts 2019-01-15 2,875 2,047 200DB 5.000000000000 331      
    Seal Coating Driveway 2019-09-06 1,500 1,068 200DB 5.000000000000 173      
    Install & Replace Gas water heater 2019-04-09 2,850 2,029 200DB 5.000000000000 328      
    Replace Fire Alarm System 2019-04-19 4,372 3,113 200DB 5.000000000000 504      
    New Bed 2019-08-23 844 601 200DB 5.000000000000 97      
    Replace Gutters - Final installation 2020-12-01 5,200 1,040 200DB 5.000000000000 1,664      
    Replace Carpeting 2021-08-27 2,765 553 200DB 5.000000000000 885      
    BUILDING IMPROVEMENTS 2022-01-14 3,947   SL 39.000000000000 72      

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    MONTGOMERY HOME FOR AGED PEOPLE INC
    EIN:
    04-2131757
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SEE LIST ATTACHED 384,805 384,805

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    MONTGOMERY HOME FOR AGED PEOPLE INC
    EIN:
    04-2131757
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE LIST ATTACHED 444,426 529,366

    TY 2021 LandEtcSchedule2
    Name:
    MONTGOMERY HOME FOR AGED PEOPLE INC
    EIN:
    04-2131757
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT 65,466 64,231 1,235  
    BUILDING & IMPROVEMENTS 470,666 257,394 213,272  
    VEHICLES 26,915 26,915 0  
    LAND 8,937 0 8,937  
    FURNITURE & FIXTURES 20,883 20,007 876  


    TY 2021 OtherExpensesSchedule
    Name:
    MONTGOMERY HOME FOR AGED PEOPLE INC
    EIN:
    04-2131757
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUTO EXPENSE 1,759     1,759
    DUES & SUBSCRIPTIONS 0      
    EDUCATION & TRAINING 10     10
    FOOD 14,330     14,330
    INSURANCE 13,523     13,523
    INTEREST EXPENSE 0      
    LICENSE & FEES 110     110
    OFFICE EXPENSE 932     932
    INSPECTION FEES 330     330
    POSTAGE 58     58
    REPAIR & MAINT. 27,300     27,300
    RUBBISH REMOVAL 1,009     1,009
    SAFE DEPOSIT BOX 55     55
    SUPPLIES 989     989
    TELEPHONE 4,226     4,226
    UTILITIES 18,863     18,863


    TY 2021 OtherIncomeSchedule2
    Name:
    MONTGOMERY HOME FOR AGED PEOPLE INC
    EIN:
    04-2131757
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC 313    


    TY 2021 OtherIncreasesSchedule
    Name:
    MONTGOMERY HOME FOR AGED PEOPLE INC
    EIN:
    04-2131757
    Description Amount
    NET INVESTMENT INCOME 152,267
    PRIOR PERIOD ADJ 20,449


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    MONTGOMERY HOME FOR AGED PEOPLE INC
    EIN:
    04-2131757
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PLIMOTH INVESTORS INVESTMENT ADVISOR 10,524      


    TY 2021 TaxesSchedule
    Name:
    MONTGOMERY HOME FOR AGED PEOPLE INC
    EIN:
    04-2131757
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL 9,173     9,173
    TAXES--OTHER 84     84
    FEDERAL INCOME TAX 1,497