Crossman W Bollivar Trust Uw Fbo Mae Nellie Bollivar Fund, Nickerson John E Jr Ttee 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
| Crossman W Bollivar Trust Uw Fbo Mae Nellie Bollivar Fund, Nickerson John E Jr Ttee | |
| Employer Identification Number (EIN) | 046644099 |
| Name of Organization | Crossman W Bollivar Trust Uw Fbo Mae Nellie Bollivar Fund |
| Secondary Name | Nickerson John E Jr Ttee |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,617,674 |
| Amount of Income | $618,003 |
| Form 990 Revenue Amount | $131,766 |
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 | $168,026 | $167,381 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $38,218 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $25 | |||
| Other | $129,783 | |||
| Total expenses and disbursements | $99,544 | $8,954 | $0 | $88,388 |
| Compensation of officers, directors, trustees, etc. | $13,705 | |||
| Total operating and administrative expenses | $21,810 | $8,954 | $10,654 | |
| Contributions, gifts, grants paid | $77,734 | |||
| Excess of revenue over expenses and disbursements | $68,482 | |||
| Net investment income | $158,427 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,693,811 | $1,725,472 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,465,852 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $141,039 | |
| Other | $86,920 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,693,811 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $129,783 |
| 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 | $1,584 |
| Total credits and payments | $2,480 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,480 |
| 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 | $896 |
| Amount to be credited to 2013 estimated tax | $896 |
| 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 | $1,712,429 |
| Net value of noncharitable-use assets | $1,686,740 |
| Minimum investment return | $84,337 |
| Distributable Amount (for 2012) | |
| Distributable amount | $82,753 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $82,753 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $72,098 |
| 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 | Cranston Police Relief Association | 5 Garfield Avenue, Cranston, RI 02920 | RI | 1989-11 | $25,504 |
| 2 | Cranston Portuguese Club | 20 2nd Ave, Cranston, RI 02910-4925 | RI | 1996-12 | $584,381 |
| 3 | Cranston Senior Services Center Advisory Board | 1070 Cranston St, Cranston, RI 02920-7344 | RI | 1992-06 | $13,273 |
| 4 | Cranston Street Hockey League Inc | 307 Columbia Ave, Warwick, RI 02888 | RI | 2006-03 | $0 |
| 5 | Cranston Volunteer Firefighters Museum Meshanticut Park Oak Lawn | 470 Hope Rd, Cranston, RI 02921-2745 | RI | 1997-03 | $26,980 |
| 6 | Accesspoint Ri | PO BOX 20130, Cranston, RI 02920-0942 | RI | 1967-01 | $13,293,607 |
| 7 | Cranwell Fund Inc | 75 Carpenter Street, Providence, RI 02903 | RI | 2006-12 | $0 |
| 8 | Crayons Early Care & Education Center Inc | 3445 Post Rd, Warwick, RI 02886-7147 | RI | 1993-11 | $854,843 |
| 9 | Cross Mills Public Library | PO BOX 1680, Charlestown, RI 02813-0909 | RI | 1982-08 | $407,357 |
| 10 | Cross Mills Volunteer Fire Department | 4258 Old Post Road, Charlestown, RI 02813 | RI | 2005-03 | $7,731 |
| 11 | Crossman W Bollivar Trust Uw Fbo Mae Nellie Bollivar Fund, Nickerson John E Jr Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-06 | $618,003 |
| 12 | Crossroads Rhode Island | 160 Broad St, Providence, RI 02903-4028 | RI | 1934-12 | $9,484,261 |
| 13 | Csri Inc, Chiropractic Society Of Rhode Island | 145 Waterman Street, Providence, RI 02906 | RI | 2003-08 | $0 |
| 14 | Cultured Pearl Association Of America Inc | 789 Waterman Ave Suite 1, East Providence, RI 02914-1713 | RI | 1959-12 | $253,354 |
| 15 | Cumberland Beagle Club | PO BOX 7413, Cumberland, RI 02864-0805 | RI | 1982-02 | $90,526 |
| 16 | Cumberland Land Trust Inc | PO BOX 8011, Cumberland, RI 02864-0611 | RI | 1990-07 | $37,730 |
| 17 | Cumberland Library Fund Inc | 1464 Diamond Hill Road, Cumberland, RI 02864-5541 | RI | 1995-03 | $45,421 |
| 18 | Cumberland Lincoln Community Chorus | 55 Woodland St, Lincoln, RI 02865-2804 | RI | 2014-09 | $17,295 |
| 19 | Cumberland Local Education Fund | PO BOX 7458, Cumberland, RI 02864-0805 | RI | 1998-01 | $89,570 |
| 20 | Cumberland Teachers Association | 131 Angell Rd, Cumberland, RI 02864-5014 | RI | 1990-04 | $301,854 |
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