Oscar J George Trust 3020001629 in Riverside, 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
| Oscar J George Trust 3020001629 | |
| Employer Identification Number (EIN) | 026037670 |
| Name of Organization | Oscar J George Trust 3020001629 |
| In Care of Name | Citizens Bank |
| Address | 10 Tripps Ln, Riverside, RI 02915-3014 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1975 |
| 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 | $3,915,313 |
| Amount of Income | $1,373,556 |
| Form 990 Revenue Amount | $255,545 |
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 | $232,740 | $238,915 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $130,411 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $102,329 | |||
| Total expenses and disbursements | $239,985 | $19,921 | $0 | $214,853 |
| Compensation of officers, directors, trustees, etc. | $37,741 | |||
| Total operating and administrative expenses | $53,012 | $19,921 | $27,880 | |
| Contributions, gifts, grants paid | $186,973 | |||
| Excess of revenue over expenses and disbursements | $-7,245 | |||
| Net investment income | $218,994 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,027,978 | $4,925,553 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,927,669 | |
| Other | $100,309 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,027,978 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $102,329 |
| 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 | $4,380 |
| Total credits and payments | $4,716 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,716 |
| 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 | $336 |
| Amount to be credited to 2013 estimated tax | $336 |
| 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 | $4,879,318 |
| Net value of noncharitable-use assets | $4,806,120 |
| Minimum investment return | $240,306 |
| Distributable Amount (for 2012) | |
| Distributable amount | $235,926 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $235,926 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $119,041 |
| 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 | Peacemaker Community Usa | 98 Columbia Ave, Cranston, RI 02905 | RI | 2003-11 | $47,467 |
| 2 | Paul K Richter Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $13,303,446 |
| 3 | Pillsbury Hospital Residents Trust 31-50261 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1963-12 | $247,832 |
| 4 | Ottmar Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-01 | $54,879 |
| 5 | Phoenix Legacy Tr, Mindich Stephen M Ttee | 150 Chestnut Street, Providence, RI 02903-4645 | RI | 2001-08 | $6,826 |
| 6 | Paul G Mcintire Trust Ud 252501 Fbo University Of Virginia | PO BOX 1802, Providence, RI 02901-1802 | RI | $459,628 | |
| 7 | Overlook Estate Foundation Inc | 230 Laurel Ave, Providence, RI 02906-5706 | RI | 1998-01 | $340,616 |
| 8 | Orinda E Hall Tr Uw Various Charities 03845, Bank Of Boston Ct | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $601,713 |
| 9 | Orr Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1965-03 | $260,010 |
| 10 | Orville M Kile Fund Ii Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-06 | $228,193 |
| 11 | Oscar J George Trust 3020001629 | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1975-09 | $1,373,556 |
| 12 | Oscar L Mitchell Tr No 06426 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $72,787 |
| 13 | Oscar L Warner Tr Uw Fbo Waterbury Hospital 3301199 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,492,483 |
| 14 | Oscar Wegman Trust Ua, Cbt Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-06 | $391,246 |
| 15 | Ossipee Club | 62 Limerock Dr, E Greenwich, RI 02818-1643 | RI | 1939-05 | $54,018 |
| 16 | Others Incorporated | 7 Saint Louis Ave, Bristol, RI 02809-4611 | RI | 1954-04 | $5,724 |
| 17 | Annie Estelle Robinson Fd 217-09908 532514 | PO BOX 1802, Providence, RI 02901-1802 | RI | $15,312 | |
| 18 | Ottilie P Brown Trust 0-8129-00-2 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-06 | $1,105,059 |
| 19 | Otto E Froehlich Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1996-04 | $941,558 |
| 20 | Otto H York Foundation Inc | 44 Hazard Ave, Providence, RI 02906-3308 | RI | 1986-06 | $1,438,250 |
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