Minerva J Davis Trust V65 Ui 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
| Minerva J Davis Trust V65 Ui | |
| Employer Identification Number (EIN) | 046021047 |
| Name of Organization | Minerva J Davis Trust V65 Ui |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| 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 | $214,185 |
| Amount of Income | $106,699 |
| Form 990 Revenue Amount | $15,952 |
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 | $16,895 | $16,895 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,064 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-25 | |||
| Other | $11,856 | |||
| Total expenses and disbursements | $10,998 | $2,330 | $0 | $8,508 |
| Compensation of officers, directors, trustees, etc. | $3,620 | |||
| Total operating and administrative expenses | $3,973 | $2,330 | $1,483 | |
| Contributions, gifts, grants paid | $7,025 | |||
| Excess of revenue over expenses and disbursements | $5,897 | |||
| Net investment income | $14,565 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $199,870 | $216,859 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $194,320 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $5,550 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $199,870 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $11,856 |
| 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 | $291 |
| Total credits and payments | $136 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $136 |
| 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 | $155 |
| 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 | $212,795 |
| Net value of noncharitable-use assets | $209,600 |
| Minimum investment return | $10,480 |
| Distributable Amount (for 2012) | |
| Distributable amount | $10,189 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $10,189 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $8,319 |
| 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 | Mildred Flanders Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-03 | $228,866 |
| 2 | Mildred W & Charles P Page Fund, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-05 | $1,580,564 |
| 3 | Miles & Gertrude W Hanson Foundation 100-0001319 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-05 | $198,505 |
| 4 | Milk Fund Inc | 9 Stone Ridge Dr, N Smithfield, RI 02896-8179 | RI | 1995-03 | $57,908 |
| 5 | Mill River Community Housing Corporation | 249 Roosevelt Ave, Pawtucket, RI 02860-2134 | RI | 1987-06 | $197,065 |
| 6 | Mill River Players Inc | 1080 Main St, Pawtucket, RI 02860-4847 | RI | 2005-02 | $64,478 |
| 7 | Milo M Belding Jr Endowment Trust, Fleet National Bk Of Mass | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,210 | |
| 8 | Milo M Belding Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $233,229 | |
| 9 | Milton E Ellison Tr Uw Fbo St Johns Episcopal Church Of Fall | PO BOX 1802, Providence, RI 02901-1802 | RI | 1985-03 | $276,020 |
| 10 | Mina H Sprague Up8 61974 | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,145 | |
| 11 | Minerva J Davis Trust V65 Ui | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $106,699 |
| 12 | Ministers Alliance Of Rhode Island | PO BOX 2889, Pawtucket, RI 02861 | RI | 2005-03 | $0 |
| 13 | Minnesota Automobile Insurance Plan | C/O Aipso 302 Central Avenue, Johnston, RI 02919 | RI | 1952-05 | $90,973 |
| 14 | Minnie C Gerald Trust Uw Merrill Trust Company, Merrill Center Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $530,683 |
| 15 | Miriam Cardiology Inc | 164 Summit Ave, Providence, RI 02906-2853 | RI | 2006-09 | $5,701,846 |
| 16 | Miriam Hospital Womens Association | 164 Summit Ave, Providence, RI 02906-2853 | RI | 1954-08 | $752,800 |
| 17 | Miriam Sutro Price Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1965-09 | $102,166 |
| 18 | Misquamicut Business Association | 157 Granite St, Westerly, RI 02891-2402 | RI | 2003-06 | $253,494 |
| 19 | Misquamicut Club | Ocean View Highway, Watch Hill, RI 02891 | RI | 1945-05 | $8,110,411 |
| 20 | Miss Rhode Island Scholarship Pagent Inc, Miss Rhode Island Scholarship Pageant Inc | 15 Eagle Run, East Greenwich, RI 02818 | RI | 1991-05 | $78,893 |
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