Ruth O Morey 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
| Ruth O Morey Trust | |
| Employer Identification Number (EIN) | 016009129 |
| Name of Organization | Ruth O Morey Trust |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | Charitable Organization |
| Ruling Date | 05/1989 |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $267,877 |
| Amount of Income | $99,754 |
| Form 990 Revenue Amount | $31,916 |
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 | $20,616 | $20,616 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,194 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-247 | |||
| Other | $14,669 | |||
| Total expenses and disbursements | $14,251 | $2,575 | $0 | $10,590 |
| Compensation of officers, directors, trustees, etc. | $3,902 | |||
| Total operating and administrative expenses | $6,067 | $2,575 | $2,406 | |
| Contributions, gifts, grants paid | $8,184 | |||
| Excess of revenue over expenses and disbursements | $6,365 | |||
| Net investment income | $18,041 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $253,898 | $264,928 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $247,483 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $6,415 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $253,898 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $14,669 |
| 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 | $361 |
| Total credits and payments | $600 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $600 |
| 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 | $239 |
| Amount to be credited to 2013 estimated tax | $239 |
| 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 | $255,079 |
| Net value of noncharitable-use assets | $251,260 |
| Minimum investment return | $12,563 |
| Distributable Amount (for 2012) | |
| Distributable amount | $12,202 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $12,202 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $191 |
| 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 | Russell C Blakeslee Fbo 33-04344-000, Masonic Chrty Fdn & Shriners Hosp | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $125,961 |
| 2 | Russell Grinnell Memorial Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-10 | $13,669,625 |
| 3 | Russell S Paine Trust Uw 20107 | PO BOX 1802, Providence, RI 02901-1802 | RI | $362,877 | |
| 4 | Russo Street Apartments Inc | PO BOX 1700, Woonsocket, RI 02895-0856 | RI | 2000-04 | $95,097 |
| 5 | Ruth And Samuel Markoff Foundation The | 401 Middlebridge Rd, Wakefield, RI 02879-7140 | RI | 1978-06 | $321,926 |
| 6 | Ruth C Adams Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $1 | |
| 7 | Ruth C Mitchell Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $93,644 | |
| 8 | Ruth Dwyer Molloy Memorial Scholarship | 28 Hall Rd, Portsmouth, RI 02871-1702 | RI | 2004-09 | $11,135 |
| 9 | Ruth E Draper For Smith College | PO BOX 1802, Providence, RI 02901-1802 | RI | $166,921 | |
| 10 | Ruth H Sutton Tr U Will, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $89,157 | |
| 11 | Ruth O Morey Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-05 | $99,754 |
| 12 | Ruth S Conant Trust U/W For Hme | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-09 | $124,509 |
| 13 | Rwgh Physicians Office Building Inc | 825 Chalkstone Ave, Providence, RI 02908-4728 | RI | 1983-08 | $53,700 |
| 14 | Ryan Charitable Trust, Charles E Ryan Ttee | 50 Park Row W Ste 113, Providence, RI 02903-1114 | RI | 2007-06 | $235,595 |
| 15 | S Alice Knapp Trust 12310900 | PO BOX 1802, Providence, RI 02901-1802 | RI | $474,775 | |
| 16 | S Lawrence Tr Uw Fbo L&m Hospital Tt1-34678700 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-09 | $1,193,034 |
| 17 | Sacandaga Bible Cnf Et Al Gates | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-08 | $140,535 |
| 18 | Sachem Foundation | 90 Elm St, Providence, RI 02903-4647 | RI | 1997-10 | $696,671 |
| 19 | Sacred Heart Of Mary Church Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1981-07 | $294,077 |
| 20 | Sadie L S Neild Trust, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $23,609 | |
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