Mary E Alvord Trust 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
| Mary E Alvord Trust | |
| Employer Identification Number (EIN) | 046018686 |
| Name of Organization | Mary E Alvord Trust |
| In Care of Name | Valley Bank & Trust Co |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| 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 | 12/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,011,060 |
| Amount of Income | $346,486 |
| Form 990 Revenue Amount | $81,119 |
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 | $64,859 | $64,875 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $23,226 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-13 | |||
| Other | $41,646 | |||
| Total expenses and disbursements | $67,910 | $9,070 | $0 | $56,209 |
| Compensation of officers, directors, trustees, etc. | $14,114 | |||
| Total operating and administrative expenses | $19,083 | $9,070 | $7,382 | |
| Contributions, gifts, grants paid | $48,827 | |||
| Excess of revenue over expenses and disbursements | $-3,051 | |||
| Net investment income | $55,805 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,017,474 | $1,070,335 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $871,538 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $76,554 | |
| Other | $69,382 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,017,474 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $41,646 |
| 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 | $1,116 |
| Total credits and payments | $1,500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,500 |
| 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 | $384 |
| Amount to be credited to 2013 estimated tax | $384 |
| 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 | $1,051,371 |
| Net value of noncharitable-use assets | $1,035,600 |
| Minimum investment return | $51,780 |
| Distributable Amount (for 2012) | |
| Distributable amount | $50,664 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $50,664 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | Mary C Jolly Trust Agreement | 23 Broad Street, Westerly, RI 02891-1879 | RI | 1995-05 | $87,184 |
| 2 | Mary C Wheeler School Inc | 216 Hope St, Providence, RI 02906-2214 | RI | 1948-10 | $34,546,352 |
| 3 | Mary Caroline Bryant Trust 316 1019851, Bankboston N A | PO BOX 1802, Providence, RI 02901-1802 | RI | $58,829 | |
| 4 | Mary Cutler Irrevocable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,119,965 | |
| 5 | Mary D Coles Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-02 | $1,188,106 |
| 6 | Mary D Costa Scholarship | PO BOX 1802, Providence, RI 02901-1802 | RI | 1987-07 | $140,098 |
| 7 | Mary D Vitullo Tuw 1020022029 | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 2002-06 | $141,000 |
| 8 | Mary Dana Wells Charitable Trust | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1993-03 | $1,531,994 |
| 9 | Mary Dexter Chafee Fund | Mark Chafee31 Patten Dr, Little Compton, RI 02837 | RI | 1940-10 | $688,194 |
| 10 | Mary E & Lucy S Bell Irr Char Trust, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $666,692 | |
| 11 | Mary E Alvord Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $346,486 |
| 12 | Mary E Austin Scholarship Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-10 | $13,845 |
| 13 | Mary E Briggs Uw Fbo John W Briggs Scholarship | PO BOX 1802, Providence, RI 02901-1802 | RI | $3,695 | |
| 14 | Mary E Brock Trust Nect | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1974-09 | $239,546 |
| 15 | Mary E Hawley Trust Fbo Conn Humane Society | PO BOX 1802, Providence, RI 02901-1802 | RI | 1960-07 | $4,696 |
| 16 | Mary E Neuffer Tr Fbo Helen B Baillie | PO BOX 1802, Providence, RI 02901-1802 | RI | $152,786 | |
| 17 | Mary E Newell Tr K 2640 Fbo Margaret Memorial Trust Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $12,560 | |
| 18 | Mary E P Sherman Tr U/W | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $75,718 |
| 19 | Mary E Putnam Trust 1-01765-0, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $96,629 | |
| 20 | Mary E W D Forsyth 1-00846-0, Bankboston N A | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-02 | $12,654 |
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