Pardee Fund Ii 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
| Pardee Fund Ii | |
| Employer Identification Number (EIN) | 066287563 |
| Name of Organization | Pardee Fund Ii |
| In Care of Name | Fleet Trust Co |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $412,164 |
| Amount of Income | $457,003 |
| Form 990 Revenue Amount | $28,181 |
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 | $32,912 | $32,897 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,959 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-21 | |||
| Other | $22,974 | |||
| Total expenses and disbursements | $22,897 | $4,042 | $0 | $18,855 |
| Compensation of officers, directors, trustees, etc. | $6,309 | |||
| Total operating and administrative expenses | $7,366 | $4,042 | $3,324 | |
| Contributions, gifts, grants paid | $15,531 | |||
| Excess of revenue over expenses and disbursements | $10,015 | |||
| Net investment income | $28,855 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $394,949 | $411,941 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $387,871 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $7,078 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $394,949 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $22,974 |
| 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 | $289 |
| Total credits and payments | $244 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $244 |
| 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 | $45 |
| 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)? | Yes |
| 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 | $408,910 |
| Net value of noncharitable-use assets | $402,780 |
| Minimum investment return | $20,139 |
| Distributable Amount (for 2012) | |
| Distributable amount | $19,850 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $19,850 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,012 |
| 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 | Annie Estelle Robinson Fd 217-09908 532514 | PO BOX 1802, Providence, RI 02901-1802 | RI | $15,312 | |
| 2 | Ottilie P Brown Trust 0-8129-00-2 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-06 | $1,105,059 |
| 3 | Otto E Froehlich Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1996-04 | $941,558 |
| 4 | Otto H York Foundation Inc | 44 Hazard Ave, Providence, RI 02906-3308 | RI | 1986-06 | $1,438,250 |
| 5 | Otto Hillig Bo F & A M 40-S0023 | PO BOX 1802, Providence, RI 02901-1802 | RI | $91,249 | |
| 6 | Corvias Foundation Inc | 1405 S County Trl, E Greenwich, RI 02818-5081 | RI | 2007-02 | $863,644 |
| 7 | P Kent Tr U I Mass Gen Hospital 400-4102001 | PO BOX 1802, Providence, RI 02901-1802 | RI | $186,119 | |
| 8 | Pacifica Foundation | 336 Main St, Wakefield, RI 02879-7404 | RI | 2008-03 | $240,578 |
| 9 | Paine Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-10 | $1,895,505 |
| 10 | Pamela Riley Somers Foundation, Somers Pamela Riley Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-05 | $17,277 |
| 11 | Pardee Fund Ii | PO BOX 1802, Providence, RI 02901-1802 | RI | $457,003 | |
| 12 | Parent Support Network Of Rhode Island | 1395 Atwood Ave, Johnston, RI 02919-4929 | RI | 1993-10 | $872,234 |
| 13 | Parents And Friends For Alternate Living | PO BOX 20234, Cranston, RI 02920-0928 | RI | 1987-06 | $734 |
| 14 | Pari Independent Living Center Inc | 500 Prospect St Ste 102, Pawtucket, RI 02860-6259 | RI | 1986-12 | $1,786,686 |
| 15 | Paris Theological Seminary American Endowment Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1968-07 | $58,326 |
| 16 | Parker-Nelson Foundation | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1968-06 | $384,602 |
| 17 | Parmenter Hospital Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-03 | $460,781 |
| 18 | Partners With Haiti | 25 Old County Rd, Barrington, RI 02806-1601 | RI | 1981-09 | $316,102 |
| 19 | Partnerships Make A Difference Inc | 222 Chestnut St, Providence, RI 02903-4725 | RI | 1996-10 | $293,355 |
| 20 | Pascoag Utility District | PO BOX 107, Pascoag, RI 02859-0107 | RI | 2002-02 | $7,959,051 |
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