Van And Joanna Christy Scholarship Fund, First Nh Investment Services Ttee 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
| Van And Joanna Christy Scholarship Fund, First Nh Investment Services Ttee | |
| Employer Identification Number (EIN) | 020484968 |
| Name of Organization | Van And Joanna Christy Scholarship Fund |
| Secondary Name | First Nh Investment Services Ttee |
| In Care of Name | Citizens Trust Company |
| Address | 10 Tripps Ln, Riverside, RI 02915-3014 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 09/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,114,365 |
| Amount of Income | $327,219 |
| Form 990 Revenue Amount | $78,580 |
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 | $61,319 | $61,411 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $32,125 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $29,194 | |||
| Total expenses and disbursements | $18,480 | $7,769 | $0 | $10,254 |
| Compensation of officers, directors, trustees, etc. | $15,357 | |||
| Total operating and administrative expenses | $16,480 | $7,769 | $8,254 | |
| Contributions, gifts, grants paid | $2,000 | |||
| Excess of revenue over expenses and disbursements | $42,839 | |||
| Net investment income | $53,642 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,129,131 | $1,316,768 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $50,312 | |
| Investments-corporate stock | $346,663 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $711,198 | |
| Other | $20,958 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,129,131 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $29,194 |
| 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 | $1,073 |
| Total credits and payments | $1,436 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,436 |
| 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 | $363 |
| Amount to be credited to 2013 estimated tax | $363 |
| 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? | Yes |
| 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 | $1,256,273 |
| Net value of noncharitable-use assets | $1,237,420 |
| Minimum investment return | $61,871 |
| Distributable Amount (for 2012) | |
| Distributable amount | $60,798 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $60,798 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $25,932 |
| 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 | Uw C Isham Appt L Isham Residuary | PO BOX 1802, Providence, RI 02901-1802 | RI | 2014-05 | $595,963 |
| 2 | Uw E C Nicoll For St Ignatius Ch | PO BOX 1802, Providence, RI 02901-1802 | RI | $139,116 | |
| 3 | Uw Jean Mauze Charitable Trust 354869 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1980-10 | $1,565,558 |
| 4 | Uw May Strang For Mskcc & Nyudh | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-10 | $681,651 |
| 5 | Uw Strong For Ny Presbyterian Hosp, Presb Hosp Ny | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-10 | $2,133,485 |
| 6 | V A Bowmaker Scholarship Tr 6-17501 | PO BOX 1802, Providence, RI 02901-1802 | RI | $531,471 | |
| 7 | V N Housing Corp | 50 Washington Square, Newport, RI 02840-3083 | RI | 2001-10 | $216,948 |
| 8 | V Posson Trust Uw 323-000337-8850 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-02 | $54,635 |
| 9 | Valley Alliance For Smart Growth | Po Box 1095, Slatersville, RI 02876 | RI | 2007-07 | $0 |
| 10 | Valley Charitable Trust Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1963-08 | $640,680 |
| 11 | Van And Joanna Christy Scholarship Fund, First Nh Investment Services Ttee | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1996-09 | $327,219 |
| 12 | Varnum Continentals | 131 Spencer Woods Dr, E Greenwich, RI 02818-5055 | RI | 1934-12 | $149,766 |
| 13 | Vartan Gregorian Elementary School Parent Teacher Organization | PO BOX 603131, Providence, RI 02906-0131 | RI | 2008-10 | $62,283 |
| 14 | Vasa Music Hall Association | 43 Bald Hill Rd, Cranston, RI 02920-2604 | RI | 1968-12 | $40,404 |
| 15 | Vatras Educational Foundation Old Colony Tr Co Ttee Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $81,051 |
| 16 | Vera Grace Greenlaw Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1988-05 | $563,625 |
| 17 | Vera H And William R Todd Founda- Tion Co Connecticut National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1960-11 | $73,153 |
| 18 | Vermont Automobile Insurance Plan | C/O Aipso 302 Central Avenue, Johnston, RI 02919 | RI | 1973-02 | $152,696 |
| 19 | Verrazzano Day Observance Co | 26 Herbert Street, East Greenwich, RI 02818 | RI | 2011-02 | $0 |
| 20 | Vesta F Emery Girl Sc & Vna 59-6130779930, 62 | PO BOX 1802, Providence, RI 02901-1802 | RI | $107,977 | |
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