Evelyn W Preston Tr U/W For Myb 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
Evelyn W Preston Tr U/W For Myb | |
Employer Identification Number (EIN) | 060747389 |
Name of Organization | Evelyn W Preston Tr U/W For Myb |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Activities | Cultural performances |
Subsection | Charitable Organization |
Ruling Date | 08/1972 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
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) |
Asset Amount | $4,188,768 |
Amount of Income | $3,824,654 |
Form 990 Revenue Amount | $248,286 |
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 | $323,159 | $323,159 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $98,450 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $-355 | |||
Other | $225,064 | |||
Total expenses and disbursements | $221,033 | $27,109 | $0 | $184,591 |
Compensation of officers, directors, trustees, etc. | $40,968 | |||
Total operating and administrative expenses | $61,909 | $27,109 | $25,467 | |
Contributions, gifts, grants paid | $159,124 | |||
Excess of revenue over expenses and disbursements | $102,126 | |||
Net investment income | $296,050 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $4,003,263 | $4,131,709 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $3,862,790 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $140,473 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $4,003,263 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $225,064 |
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 | $5,921 |
Total credits and payments | $4,410 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,410 |
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 | $1,511 |
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 | $4,064,000 |
Net value of noncharitable-use assets | $4,003,040 |
Minimum investment return | $200,152 |
Distributable Amount (for 2012) | |
Distributable amount | $194,231 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $194,231 |
Undistributed income for 2012. This amount must be distributed in 2013 | $28,728 |
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 | Eunice & Rubin Zeidman Charitable Tr Inc | 136 Shannon Dr, Warwick, RI 02889-2023 | RI | 2002-05 | $30,190 |
2 | Eva Anderson Scholarship Tuw 20008616, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $87,228 | |
3 | Ribero Eva Gordon Tua | PO BOX 1802, Providence, RI 02901-1802 | RI | 2006-01 | $298,577 |
4 | Eva Leventhal Scholarship Tuw 20010382, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $55,748 | |
5 | Eva March Tappan Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $252,947 |
6 | Eva Ordway Trust Uw 420-5236006 Fbo, Shriners | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $14,335 |
7 | Evelyn B Ennis Trust Uw Fbo Enniston Small Animal Home Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1979-10 | $778,364 |
8 | Evelyn B Storrs Tr Ua 12201985 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-06 | $959,320 |
9 | Evelyn Cossin Trust, Fleet Bank Of Massachusetts Na | PO BOX 1802, Providence, RI 02901-1802 | RI | $229,185 | |
10 | Evelyn H Black A3b U W | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-05 | $435,268 |
11 | Evelyn W Preston Tr U/W For Myb | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $3,824,654 |
12 | Everett | 9 Duncan Ave, Providence, RI 02906-1814 | RI | 1991-02 | $219,790 |
13 | Everett F Boyden Tr Uw, Fleet Investment Services | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $443,060 |
14 | Everett Tr Fbo Cayuga County 0003431450 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-04 | $264,068 |
15 | Ewg Kids | 17 Locust Valley Rd, Exeter, RI 02822-3203 | RI | 1996-04 | $95,535 |
16 | Excite Dance Company | 586 Putnam Pike, Greenville, RI 02828-1498 | RI | 1990-08 | $61,098 |
17 | Exeter Cemetery Corporation | PO BOX 77, Exeter, RI 02822-0501 | RI | 1997-04 | $5,530 |
18 | Exeter Emergency Dispatch Ctr Inc | PO BOX 653, Exeter, RI 02822-0506 | RI | 1990-10 | $360,602 |
19 | Exeter Rescue Corps Incorporated | PO BOX 333, Exeter, RI 02822-0503 | RI | 1976-02 | $667,054 |
20 | Exeter Volunteer Fire Co No 2 | 365 Nooseneck Hill Rd, Exeter, RI 02822-2303 | RI | 1993-08 | $168,659 |
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