Almond M Paine Residuary Tr 2 9890 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
- Other organizations in Rhode Island
Almond M Paine Residuary Tr 2 9890 | |
Employer Identification Number (EIN) | 056006029 |
Name of Organization | Almond M Paine Residuary Tr 2 9890 |
In Care of Name | Ri Hospital Tr |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Activities | 4947(a)(2) trust |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Ruling Date | 12/1970 |
Foundation | All organizations except 501(c)(3) |
Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
Tax Period | 12/2013 |
Assets | $500,000 to $999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $514,280 |
Amount of Income | $270,052 |
Form 990 Revenue Amount | $22,242 |
Non-representatives - add comments:
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 | $28,363 | $27,486 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $12,591 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $720 | |||
Other | $15,052 | |||
Total expenses and disbursements | $42,602 | $2,834 | $0 | $39,843 |
Compensation of officers, directors, trustees, etc. | $4,542 | |||
Total operating and administrative expenses | $7,902 | $2,834 | $5,143 | |
Contributions, gifts, grants paid | $34,700 | |||
Excess of revenue over expenses and disbursements | $-14,239 | |||
Net investment income | $24,652 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $512,441 | $518,233 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $444,869 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $31,179 | |
Other | $36,393 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $512,441 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $15,052 |
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 | $247 |
Total credits and payments | $396 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $396 |
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 | $149 |
Amount to be credited to 2013 estimated tax | $149 |
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 | $514,933 |
Net value of noncharitable-use assets | $507,200 |
Minimum investment return | $25,360 |
Distributable Amount (for 2012) | |
Distributable amount | $25,113 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $25,113 |
Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
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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Other organizations in Rhode Island | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Allen C Nydegger Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-06 | $393,512 |
2 | Allen Ministries Enriching Neighborhoods A M E N Inc | 163 Bellevue Ave, Providence, RI 02907-2767 | RI | 1998-11 | $47,505 |
3 | Alliance For Better Long Term Care | 422 Post Rd Ste 204, Warwick, RI 02888-1539 | RI | 1982-03 | $1,034,467 |
4 | Alliance For Retired Americans | 94 Cleveland Street, North Provdence, RI 02904-3525 | RI | 2004-01 | $0 |
5 | Alliance Francaise | PO BOX 603136, Providence, RI 02906-0136 | RI | 1995-06 | $151,554 |
6 | Alliance Of Artists Communities | 144 Westminster St Ste 301, Providence, RI 02903-2216 | RI | 1999-02 | $634,579 |
7 | Alma L Robbins Trust C 64, Fleet Bank Nh | PO BOX 1802, Providence, RI 02901-1802 | RI | $166,806 | |
8 | Alma Persiani Residuary Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-02 | $425,615 |
9 | Almira N Simons Trust 1024030 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-10 | $463,179 |
10 | Almon B Cook Scholarship Fund Fleet Bank Of Ma | PO BOX 1802, Providence, RI 02901-1802 | RI | $48,158 | |
11 | Almond M Paine Residuary Tr 2 9890 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $270,052 |
12 | Alonzo Clark Mather Trust 0930675 95-15c263306 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1937-05 | $901,540 |
13 | Alperin Foundation | 170 Westminster St Ste 1050, Providence, RI 02903-2101 | RI | 1957-12 | $637 |
14 | Alpha Beta Corporation | PO BOX 5387, Wakefield, RI 02880-5387 | RI | 1977-04 | $464,663 |
15 | Alpha Chi Omega Fraternity Inc, Gamma Sigma Chapter | 2783 Kingstown Rd, Kingston, RI 02881-1517 | RI | 1941-09 | $472,686 |
16 | Alpha Chi Omega Fraternity Inc | 69 Brown Street Box 1150, Providence, RI 02912 | RI | 1941-09 | $0 |
17 | Alpha Chi Omega House Corp | 2783 Kingstown Rd, Kingston, RI 02881-1517 | RI | 1963-11 | $162,385 |
18 | Alpha Phi International Fraternity Inc, Iota Delta House Corporation Board | 34 Lower College Rd, Kingston, RI 02881-1308 | RI | 1949-02 | $316,193 |
19 | Alpha Xi Delta Building Corp Of Kingston Ri | 12 Fraternity Cir, Kingston, RI 02881-1102 | RI | 1971-06 | $581,359 |
20 | Alston H Lancaster Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $304,478 |
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