Gillespie Bros Inc Trust Ua Fbo in Providence, Rhode Island (RI)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| Gillespie Bros Inc Trust Ua Fbo | |
| Employer Identification Number (EIN) | 066215806 |
| Name of Organization | Gillespie Bros Inc Trust Ua Fbo |
| In Care of Name | Chester W Sterczek |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Ruling Date | 06/2011 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $592,756 |
| Amount of Income | $313,205 |
| Form 990 Revenue Amount | $38,942 |
| National Taxonomy of Exempt Entities (NTEE) | Health - General and Rehabilitative: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2014: $313,205 (it was $66,334 in 2012)
| Gillespie Bros Inc Trust Ua Fbo: | $313,205 |
| Other organizations performing similar types of work: | $323,574 |
Assets in 2014: $592,756 (it was $640,052 in 2012)
| Gillespie Bros Inc Trust Ua Fbo: | $592,756 |
| Other organizations performing similar types of work: | $489,325 |
Expenses in 2012: $30,885
| This organization: | $30,885 |
| Other organizations performing similar types of work: | $138,435 |
Income to expenses ratio in 2012: 10.1
| Gillespie Bros Inc Trust Ua Fbo: | 10.1 |
| Other organizations performing similar types of work: | 0.4 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 0.8% |
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $51,960 | $51,929 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $16,221 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $54 | |||
| Other | $35,685 | |||
| Total expenses and disbursements | $30,885 | $5,378 | $0 | $24,707 |
| Compensation of officers, directors, trustees, etc. | $8,630 | |||
| Total operating and administrative expenses | $10,475 | $5,378 | $4,297 | |
| Contributions, gifts, grants paid | $20,410 | |||
| Excess of revenue over expenses and disbursements | $21,075 | |||
| Net investment income | $46,551 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $640,052 | $624,103 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $629,841 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $10,211 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $640,052 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $35,685 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $466 |
| Total credits and payments | $800 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $800 |
| 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 | $0 |
| Overpayment | $334 |
| Amount to be credited to 2013 estimated tax | $334 |
| Statements Regarding Activities (for 2012) | |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| 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? | Yes |
| 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | 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 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $617,872 |
| Net value of noncharitable-use assets | $608,600 |
| Minimum investment return | $30,430 |
| Distributable Amount (for 2012) | |
| Distributable amount | $29,964 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $29,964 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $25,667 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| 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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|---|---|---|---|---|---|
| 1 | Svh Supportco | 406 Botulph Ln Ste 2, Santa Fe, NM 87505-6971 | NM | 2009-03 | $28,879,096 |
| 2 | Gothic Hsp Corporation | 280 S Mangum St Ste 210, Durham, NC 27701-3675 | NC | 2010-03 | $421,493,502 |
| 3 | Living Well Foundation | PO BOX 2773, West Monroe, LA 71294-2773 | LA | 2007-06 | $129,316,646 |
| 4 | Tarrant County Indigent Carecorporation | 612 E Lamar Blvd No 6th Fl, Arlington, TX 76011-4121 | TX | 2009-09 | $58,649,726 |
| 5 | Forsyth Dental Infirmary Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2015-04 | $54,647,193 |
| 6 | Broadline Risk Retention Group Inc | 100 Bank St Ste 610, Burlington, VT 05401-4946 | VT | 2014-03 | $37,684,044 |
| 7 | Santa Rosa Childrens Hospital Endowment Fund | 343 W Houston Street Suite 505, San Antonio, TX 78205 | TX | 2010-07 | $27,733,437 |
| 8 | Trinity Health Foundation Of East Tennessee | 625 Market St Ste 400, Knoxville, TN 37902-2244 | TN | 2012-08 | $25,526,039 |
| 9 | Heart Of Texas Healthcare System | 2008 Nine Rd, Brady, TX 76825-7210 | TX | 2011-08 | $21,228,814 |
| 10 | Willamette Valley Insurance Corporation | 745 Fort St Ste 800, Honolulu, HI 96813-3800 | HI | 2006-10 | $20,518,151 |
| 11 | Concord Hospital Trust | 250 Pleasant St, Concord, NH 03301-7539 | NH | 2008-09 | $18,825,397 |
| 12 | West Virginia University Hospitals East Inc | 2000 Foundation Way Ste 2310, Martinsburg, WV 25401-9197 | WV | 2007-03 | $18,327,891 |
| 13 | White County Physician Group | 2900 Hawkins Dr, Searcy, AR 72143-4802 | AR | 2014-03 | $16,385,153 |
| 14 | Supreme Temple Daughters Of The Nile Foundation, Al Haram Temple No 130 Daughters Of The Nile | 29 Tremont Lane, Willingboro, NJ 08046 | NJ | 2007-05 | $15,829,622 |
| 15 | Westerly Hospital Foundation Inc | 25 Wells St, Westerly, RI 02891-2922 | RI | 2000-02 | $1,895,158 |
| 16 | William E Barton Crut Uw Rockville Gen Hosp 18-0032610010 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-08 | $1,470,318 |
| 17 | Gillespie Bros Inc Trust Ua Fbo | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-06 | $313,205 |
| 18 | Dr Samuel J Rosen And Doris C Rosen Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-10 | $81,706 |
| 19 | Bradley Hospital Foundation Trusts | 1 Hospital Trust Plaza, Providence, RI 02903-2448 | RI | 1977-06 | $0 |
| 20 | Memorial Hospital Foundation | 111 Brewster St, Pawtucket, RI 02860-4499 | RI | 2014-09 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 945 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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