William Oxnard Moseley Foundation 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
| William Oxnard Moseley Foundation | |
| Employer Identification Number (EIN) | 046393242 |
| Name of Organization | William Oxnard Moseley Foundation |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| 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 | $1,592,618 |
| Amount of Income | $1,874,772 |
| Form 990 Revenue Amount | $109,752 |
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 | $130,642 | $130,642 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $36,563 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-162 | |||
| Other | $94,241 | |||
| Total expenses and disbursements | $73,992 | $12,202 | $0 | $59,489 |
| Compensation of officers, directors, trustees, etc. | $18,495 | |||
| Total operating and administrative expenses | $22,916 | $12,202 | $8,413 | |
| Contributions, gifts, grants paid | $51,076 | |||
| Excess of revenue over expenses and disbursements | $56,650 | |||
| Net investment income | $118,440 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,538,420 | $1,586,427 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,486,918 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $51,502 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,538,420 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $94,241 |
| 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 | $2,369 |
| Total credits and payments | $2,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,000 |
| 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 | $369 |
| 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 | $1,541,392 |
| Net value of noncharitable-use assets | $1,518,280 |
| Minimum investment return | $75,914 |
| Distributable Amount (for 2012) | |
| Distributable amount | $73,545 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $73,545 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $58,351 |
| 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 | William H Hall Free Library Inc | 1825 Broad St, Cranston, RI 02905-3501 | RI | 1942-06 | $1,375,890 |
| 2 | William Hadwen Ames Memorial Fund, 213-099008533093 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-08 | $5,575,345 |
| 3 | William Hosier Tuw, Pacific Natl Bk Of Nantucket Socc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-12 | $172,192 |
| 4 | William J Fralick Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $85 |
| 5 | William J Schiff Tr Ua Fbo E Schiff, Natwest Bank Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-06 | $372,003 |
| 6 | William L Montague Htfd Hosp Et Al Dtd 071670 14-1314764010, Hart Hosp Newington Hosp & Sal Army | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,352,901 | |
| 7 | William L Pullen Tr 1-8535-1 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-10 | $432,842 |
| 8 | William M Wood Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2007-06 | $35,463,432 |
| 9 | William N Merrick Trust Uw, Nationsbank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-06 | $415,090 |
| 10 | The William O Seery Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-11 | $509,133 |
| 11 | William Oxnard Moseley Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,874,772 | |
| 12 | William Oxnard Moseley Foundation 2/5 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1983-02 | $436,199 |
| 13 | William P Metcalf Trust 5454404009 American Security Bank Na Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $561,884 |
| 14 | William R Greggs Tr Agency | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-10 | $91,055 |
| 15 | William R Morgan Tr Ua, Cntrl Bapt Etal | PO BOX 1802, Providence, RI 02901-1802 | RI | $766,649 | |
| 16 | William R Morgan Trust B | PO BOX 1802, Providence, RI 02901-1802 | RI | $80,554 | |
| 17 | William S Ballard Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-06 | $20,299 |
| 18 | William S Rogers Trust 58135039 | PO BOX 1802, Providence, RI 02901-1802 | RI | $55,231 | |
| 19 | William S Thomas Trust Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $338,960 |
| 20 | Stanley William Est Trua Ttees | PO BOX 1802, Providence, RI 02901-1802 | RI | $169,951 | |
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