Dorothy L Morgan Ua Nl 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
| Dorothy L Morgan Ua Nl | |
| Employer Identification Number (EIN) | 500028233 |
| Name of Organization | Dorothy L Morgan Ua Nl |
| In Care of Name | Bank Of America Na |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 01/2011 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $3,240,549 |
| Amount of Income | $2,629,861 |
| Form 990 Revenue Amount | $-89,335 |
Non-representatives - add comments:
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $-89,335 | $95,386 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $89,431 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $100 | |||
| Total expenses and disbursements | $166,297 | $16,446 | $0 | $155,806 |
| Compensation of officers, directors, trustees, etc. | $14,956 | |||
| Total operating and administrative expenses | $17,273 | $16,446 | $6,782 | |
| Contributions, gifts, grants paid | $149,024 | |||
| Excess of revenue over expenses and disbursements | $-255,632 | |||
| Net investment income | $78,940 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,240,549 | $3,717,492 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,165,742 | |
| Other | $74,807 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,240,549 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-178,866 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $1,579 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $1,579 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $3,451,316 |
| Net value of noncharitable-use assets | $3,399,540 |
| Minimum investment return | $169,977 |
| Distributable Amount (for 2011) | |
| Distributable amount | $168,398 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $168,398 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $12,592 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Tuw Doris White Whitney | PO BOX 1802, Providence, RI 02901-1802 | RI | $0 | |
| 2 | Dormition Orthodox Church | 71 Manville Hill Rd, Cumberland, RI 02864-2399 | RI | 1972-10 | $0 |
| 3 | Dorothea H Ross 7 Crut | PO BOX 1802, Providence, RI 02901-1802 | RI | $0 | |
| 4 | Dorothy & Toto Foundation | 673 East Ave, Warwick, RI 02886-0738 | RI | 2009-10 | $0 |
| 5 | Dorothy B Arms Unitrust | PO BOX 1802, Providence, RI 02901-1802 | RI | $0 | |
| 6 | Dorothy Burr Charitable Trust 201 01-1151282009 | PO BOX 1802, Providence, RI 02901-1802 | RI | $0 | |
| 7 | Dorothy D & Walter R Peterson Jr 8 Per Cent Pl Crut Ua 07252000 | 870 Westminster St, Providence, RI 02903-4024 | RI | $0 | |
| 8 | Dorothy D Spencer Charitable Remainder Unitrust 323-6130318630 | PO BOX 1802, Providence, RI 02901-1802 | RI | $0 | |
| 9 | Dorothy H Hartzog 5 Pct Charitable Remainder Unitrust 124-0006377710 | PO BOX 1802, Providence, RI 02901-1802 | RI | $0 | |
| 10 | Dorothy Hickey Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $0 | |
| 11 | Dorothy L Morgan Ua Nl | PO BOX 1802, Providence, RI 02901-1802 | RI | $2,629,861 | |
| 12 | Dorothy R Kidder Fbo R Alexander Crut Tt1-75232158 | PO BOX 1802, Providence, RI 02901-1802 | RI | $0 | |
| 13 | Dorothy R Smith 8 Crut | PO BOX 1802, Providence, RI 02901-1802 | RI | $0 | |
| 14 | Co Tua Dorothy Richards Crut | PO BOX 1802, Providence, RI 02901-1802 | RI | $0 | |
| 15 | Dorothy T Flynn Charitable Lead Trust 122600 N M 22513000, Bank Of America Na | PO BOX 1802, Providence, RI 02901-1802 | RI | $0 | |
| 16 | Doulas Of Rhode Island, Dori Leah Decesare | 25 Adirondack Dr, East Greenwich, RI 02818 | RI | 2011-06 | $0 |
| 17 | Doune Clt Tua | PO BOX 1802, Providence, RI 02901-1802 | RI | $0 | |
| 18 | Drazy Charitable Remainder Unitrust 136-0157911070 | PO BOX 1802, Providence, RI 02901-1802 | RI | $0 | |
| 19 | Dress For Success Rhode Island | 560 Mineral Spring Avenue, Pawtucket, RI 02860 | RI | 2010-04 | $0 |
| 20 | Dudley Charitable Remainder Unirtust 11302000 | 500 Salem St Mz Ostax, Smithfield, RI 02917 | RI | $0 | |
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