Holms Charitable Tr 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
- Organizations performing similar types of work
| Holms Charitable Tr | |
| Employer Identification Number (EIN) | 066312170 |
| Name of Organization | Holms Charitable Tr |
| In Care of Name | Kpmg |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Services for the aged (see also 153 ad 382) |
| Subsection | Charitable Organization |
| Ruling Date | 11/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| 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 | $593,335 |
| Amount of Income | $479,837 |
| Form 990 Revenue Amount | $42,663 |
| National Taxonomy of Exempt Entities (NTEE) | Human Services - Multipurpose and Other: Senior Centers, Services |
Non-representatives - add comments:
Amount of income in 2013: $479,837 (it was $143,112 in 2012)
| This organization: | $479,837 |
| Other organizations performing similar types of work: | $368,152 |
Assets in 2013: $593,335 (it was $561,263 in 2012)
| This organization: | $593,335 |
| Other organizations performing similar types of work: | $326,223 |
Expenses in 2012: $26,029
| Holms Charitable Tr: | $26,029 |
| Other organizations performing similar types of work: | $332,835 |
Income to expenses ratio in 2012: 18.4
| This organization: | 18.4 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| Holms Charitable Tr: | 0.0% |
| Other organizations performing similar types of work: | 86.1% |
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 | $58,350 | $58,147 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $13,577 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1 | |||
| Other | $44,772 | |||
| Total expenses and disbursements | $26,029 | $4,250 | $0 | $20,432 |
| Compensation of officers, directors, trustees, etc. | $6,643 | |||
| Total operating and administrative expenses | $10,599 | $4,250 | $5,002 | |
| Contributions, gifts, grants paid | $15,430 | |||
| Excess of revenue over expenses and disbursements | $32,321 | |||
| Net investment income | $53,897 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $561,263 | $541,851 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $550,464 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $10,799 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $561,263 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $44,772 |
| 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 | $539 |
| Total credits and payments | $775 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $775 |
| 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 | $236 |
| Amount to be credited to 2013 estimated tax | $236 |
| 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 | $529,510 |
| Net value of noncharitable-use assets | $521,560 |
| Minimum investment return | $26,078 |
| Distributable Amount (for 2012) | |
| Distributable amount | $25,539 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $25,539 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $10,765 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $1 | $0 | $0 | $0 | $1 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Southwest Boston Senior Services Inc | 555 Amory Street, Jamaica Plain, MA 02130-2652 | MA | 1973-07 | $19,398,580 |
| 2 | Senior Resources Of West Michigan, 14 | 560 Seminole Rd, Norton Shores, MI 49444-3720 | MI | 1988-11 | $17,967,282 |
| 3 | Senior Alliance Inc | 3850 2nd St Ste 100, Wayne, MI 48184-1755 | MI | 1981-12 | $17,712,963 |
| 4 | Southwestern Pennsylvania Area | 300 Chamber Plz, Charleroi, PA 15022-1607 | PA | 1987-07 | $17,425,461 |
| 5 | Senior Life Resources Northwest | 8656 W Gage Blvd Ste 301, Kennewick, WA 99336-7145 | WA | 1974-07 | $12,419,911 |
| 6 | Southwestern Community Action Council Inc | 540 5th Ave, Huntington, WV 25701-1908 | WV | 1967-08 | $11,238,055 |
| 7 | Villa Health Care Inc | 100 Stardust Dr, Sherman, IL 62684-9763 | IL | 1992-08 | $10,748,914 |
| 8 | Wvsc Metro Area Agency On Aging Inc | 1 Dunbar Plz Ste 102, Dunbar, WV 25064-3038 | WV | 1994-02 | $9,724,846 |
| 9 | Southwest Missouri Office Of Aging | 1735 S Fort Ave, Springfield, MO 65807-1204 | MO | 1979-10 | $9,570,201 |
| 10 | Southeast Missouri Area Agency On Aging | 1219 N Kings Highway St Ste 100, Cpe Girardeau, MO 63701-3552 | MO | 1975-03 | $7,812,995 |
| 11 | Steelworkers Old Timers Foundation | 335 East Gage Ave, Hungtington Park, CA 90255 | CA | 1966-02 | $7,154,703 |
| 12 | Salvatore Mancini Resource & Activity Center Inc | 2 Atlantic Blvd, N Providence, RI 02911-1942 | RI | 1979-07 | $1,252,931 |
| 13 | Senior Services Inc | 84 Social St Suite 1, Woonsocket, RI 02895-3152 | RI | 1975-12 | $1,145,068 |
| 14 | Westerly Senior Citizen Center Association | 39 State St, Westerly, RI 02891-2737 | RI | 1985-08 | $566,488 |
| 15 | Holms Charitable Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-11 | $479,837 |
| 16 | Silver Lake Annex Multi-Purpose Community Center | 529 Plainfield St, Providence, RI 02909-4445 | RI | 1977-12 | $388,288 |
| 17 | Hamilton House | 276 Angell St, Providence, RI 02906-2107 | RI | 1972-08 | $365,615 |
| 18 | Portsmouth Multi-Purpose Senior Center Inc | PO BOX 202, Portsmouth, RI 02871-0202 | RI | 1984-08 | $149,685 |
| 19 | Community Resource Center For The Elderly | 133 Mathewson St, Providence, RI 02903-1806 | RI | 1977-09 | $105,870 |
| 20 | Health Havens Nursing Center Resident Council Inc | 100 Wampanoug Trail, East Providence, RI 02915 | RI | 1994-02 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,626 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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