Dorothy Moore Trust V938 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 Moore Trust V938 | |
| Employer Identification Number (EIN) | 046115753 |
| Name of Organization | Dorothy Moore Trust V938 |
| In Care of Name | 1st Bk & Tr Of Hampden Cty Ttee |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $406,713 |
| Amount of Income | $138,332 |
| Form 990 Revenue Amount | $29,350 |
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 | $39,752 | $39,757 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,699 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-65 | |||
| Other | $27,118 | |||
| Total expenses and disbursements | $24,493 | $4,144 | $0 | $19,976 |
| Compensation of officers, directors, trustees, etc. | $6,354 | |||
| Total operating and administrative expenses | $7,939 | $4,144 | $3,422 | |
| Contributions, gifts, grants paid | $16,554 | |||
| Excess of revenue over expenses and disbursements | $15,259 | |||
| Net investment income | $35,613 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $430,998 | $435,288 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $371,231 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $31,003 | |
| Other | $28,764 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $430,998 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $27,118 |
| 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 | $712 |
| Total credits and payments | $525 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $525 |
| 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 | $187 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $423,424 |
| Net value of noncharitable-use assets | $417,080 |
| Minimum investment return | $20,854 |
| Distributable Amount (for 2012) | |
| Distributable amount | $20,142 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $20,142 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $16,718 |
| 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 | Dorothy Cooke Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-10 | $97,871 |
| 2 | Dorothy Crane Charitable Trust Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | $44,474 | |
| 3 | Dorothy E Hofmann Pembroke Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-11 | $367,202 |
| 4 | Dorothy D Ruggles Trust V940 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $465,765 |
| 5 | Dorothy Jordan Chadwick Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1959-09 | $11,068,480 |
| 6 | Dorothy M Hoffman Perpetual Charitable Trust 137-2200248006 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-06 | $144,826 |
| 7 | Dorothy M Mayer Trust, Bank Of America Nc | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-10 | $70,789 |
| 8 | Dorothy M Sears Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-12 | $355,392 |
| 9 | Dorothy Maes Tr Uw 05-025-2147800 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-05 | $115,225 |
| 10 | Dorothy Maes Tr Uw 05-025-2148000 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-07 | $117,737 |
| 11 | Dorothy Moore Trust V938 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1992-10 | $138,332 |
| 12 | Dorothy S Grant Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-10 | $2,519,307 |
| 13 | Dow Jones Foundation 290215 C/O Us Trust Company Of Ny Attn Tax Dept | PO BOX 1802, Providence, RI 02901-1802 | RI | 1955-01 | $42,391 |
| 14 | Down Syndrome Society Of Rhode Island Inc | 99 Bald Hill Rd, Cranston, RI 02920-2648 | RI | 1985-02 | $30,276 |
| 15 | Downcity Partnership Inc | One Union Station, Providence, RI 02903-1758 | RI | 2001-06 | $123,239 |
| 16 | Downtown 5k Inc | 183 Purgatory Rd, Exeter, RI 02822-2944 | RI | 1991-01 | $540,799 |
| 17 | Doyle Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1957-12 | $2,584,693 |
| 18 | Dr Alexander King House Trust Nect C/O Hartford Natl Bk & Trust Co | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $20,654 |
| 19 | Dr Anton R Fried Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $686,000 | |
| 20 | Dr Charles J Burstone Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-01 | $10,002 |
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