Palmer Virginia Trust Fbo Vestry Of St Albams Church Bovina Ms 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
| Palmer Virginia Trust Fbo Vestry Of St Albams Church Bovina Ms | |
| Employer Identification Number (EIN) | 066031060 |
| Name of Organization | Palmer Virginia Trust Fbo Vestry Of St Albams Church Bovina Ms |
| In Care of Name | Fleet Investment Services |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $322,128 |
| Amount of Income | $56,286 |
| Form 990 Revenue Amount | $22,193 |
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 | $25,005 | $25,005 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $7,016 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $4 | |||
| Other | $17,985 | |||
| Total expenses and disbursements | $14,548 | $2,388 | $0 | $11,566 |
| Compensation of officers, directors, trustees, etc. | $3,808 | |||
| Total operating and administrative expenses | $5,350 | $2,388 | $2,368 | |
| Contributions, gifts, grants paid | $9,198 | |||
| Excess of revenue over expenses and disbursements | $10,457 | |||
| Net investment income | $22,617 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $285,087 | $265,244 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $267,857 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $17,230 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $285,087 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $17,985 |
| 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 | $452 |
| Total credits and payments | $400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $400 |
| 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 | $52 |
| 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 | $260,795 |
| Net value of noncharitable-use assets | $256,880 |
| Minimum investment return | $12,844 |
| Distributable Amount (for 2012) | |
| Distributable amount | $12,392 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $12,392 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,367 |
| 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 | Norman & Charlotte Tooley Bnev To 20503 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $183,697 |
| 2 | North End Enrichment Development Services Inc, Needs | 7 Caxton St, Providence, RI 02904-1007 | RI | 2010-10 | $73,303 |
| 3 | North Kingstown Exeter Animal Protection League Inc | 500 Stony Ln, N Kingstown, RI 02852-3703 | RI | 1972-03 | $182,482 |
| 4 | North Scituate Elementary School Parent Teachers Association | 46 Institute Lane, North Scituate, RI 02857 | RI | 1971-06 | $0 |
| 5 | Northeast States Sign Association | 12 Drake Rd, Warwick, RI 02888-4611 | RI | 2010-06 | $109,191 |
| 6 | Northern Housing Associates Inc | 945 Charles St, N Providence, RI 02904-5647 | RI | 1997-06 | $105 |
| 7 | Ocean State Network For Children And Families Inc | 134 Thurbers Avenue, Providence, RI 02905-4754 | RI | 2010-03 | $79,751 |
| 8 | Olivia M Cutting 111537 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-10 | $1,537,648 |
| 9 | Page Dewitt Park Endowment Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $3,719,532 |
| 10 | Project Sweet Peas | 45 Boylston St, Warwick, RI 02889-6001 | RI | 2011-02 | $99,998 |
| 11 | Palmer Virginia Trust Fbo Vestry Of St Albams Church Bovina Ms | PO BOX 1802, Providence, RI 02901-1802 | RI | $56,286 | |
| 12 | Parents And Teachers Of Glen Hills | 50 Glen Hills Drive, Cranston, RI 02920 | RI | 2009-06 | $14,972 |
| 13 | Paul R Sheehan Tr U Will | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-08 | $90,987 |
| 14 | Pawtucket Friendly Sons Of Saint Patrick | Po Box 3837, Pawtucket, RI 02861 | RI | 2011-04 | $0 |
| 15 | Pawtuxet River Authority | 8 Hope Furnace Rd, Hope, RI 02831-1447 | RI | 1993-05 | $303,412 |
| 16 | Perini Memorial Foundation Inc Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $209,714 | |
| 17 | Portsmouth Historical Society | 870 East Main Road, Portsmouth, RI 02871 | RI | 1981-12 | $0 |
| 18 | Portsmouth United For Education Inc Group Return | 29 Middle Rd, Portsmouth, RI 02871-1250 | RI | 2009-10 | $712,000 |
| 19 | Project Undercover Inc | 45 Cedarwood Dr, Cranston, RI 02920-2908 | RI | 2009-11 | $71,038 |
| 20 | Providence Community Library | 441 Prairie Ave, Providence, RI 02905-2028 | RI | 2009-06 | $5,401,657 |
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