Bertha & Julius Sheriff Family Memorial Trust Uw 14-307871940 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
- Organizations performing similar types of work
| Bertha & Julius Sheriff Family Memorial Trust Uw 14-307871940 | |
| Employer Identification Number (EIN) | 066293033 |
| Name of Organization | Bertha & Julius Sheriff Family Memorial Trust Uw 14-307871940 |
| In Care of Name | Fleet National Bank |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | Charitable Organization |
| Ruling Date | 02/2004 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $228,683 |
| Amount of Income | $76,428 |
| Form 990 Revenue Amount | $23,335 |
| National Taxonomy of Exempt Entities (NTEE) | Religion-Related, Spiritual Development: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2014: $76,428 (it was $37,022 in 2012)
| This organization: | $76,428 |
| Other organizations performing similar types of work: | $98,370 |
Assets in 2014: $228,683 (it was $220,142 in 2012)
| Bertha & Julius Sheriff Family Memorial Trust Uw 14-307871940: | $228,683 |
| Other organizations performing similar types of work: | $310,566 |
Expenses in 2012: $12,179
| This organization: | $12,179 |
| Other organizations performing similar types of work: | $99,075 |
Income to expenses ratio in 2012: 6.3
| Bertha & Julius Sheriff Family Memorial Trust Uw 14-307871940: | 6.3 |
| Other organizations performing similar types of work: | 1.2 |
Grants share in income in 2012: 0.0%
| Bertha & Julius Sheriff Family Memorial Trust Uw 14-307871940: | 0.0% |
| Other organizations performing similar types of work: | 60.2% |
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 | $25,363 | $25,363 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,656 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-19 | |||
| Other | $19,726 | |||
| Total expenses and disbursements | $12,179 | $1,986 | $0 | $9,950 |
| Compensation of officers, directors, trustees, etc. | $3,072 | |||
| Total operating and administrative expenses | $4,673 | $1,986 | $2,444 | |
| Contributions, gifts, grants paid | $7,506 | |||
| Excess of revenue over expenses and disbursements | $13,184 | |||
| Net investment income | $23,377 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $220,142 | $229,924 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $213,725 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $6,417 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $220,142 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $19,726 |
| 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 | $468 |
| Total credits and payments | $220 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $220 |
| 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 | $248 |
| 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 | $224,589 |
| Net value of noncharitable-use assets | $221,220 |
| Minimum investment return | $11,061 |
| Distributable Amount (for 2012) | |
| Distributable amount | $10,593 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $10,593 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $565 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Bet Medrash Gadol Ateret Torah Fund | 901 Quentin Rd, Brooklyn, NY 11223-2339 | NY | 2010-02 | $2,646,060 |
| 2 | Samuel Israel Foundation | 2031 3rd Ave, Seattle, WA 98121-2412 | WA | 2003-10 | $2,368,512 |
| 3 | Tamead Foundation | 130 E 59th St Ste 737, New York, NY 10022-1302 | NY | 2003-08 | $1,391,326 |
| 4 | Belz 2008 Foundation | 6560 Poplar, Memphis, TN 38138-3656 | TN | 2010-08 | $1,276,149 |
| 5 | The First Spoke Foundation | 30 South Wells Street No 4049, Chicago, IL 60606-5054 | IL | 2004-09 | $1,034,026 |
| 6 | Temple-Tifereth Israel Foundation | 26000 Shaker Blvd, Beachwood, OH 44122-7106 | OH | 2008-04 | $700,891 |
| 7 | Pepp Family Support Foundation | 6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960 | CA | 2008-03 | $378,164 |
| 8 | Kollel Nezikin Inc | 1150 Marcela Ct, Lakewood, NJ 08701-2231 | NJ | 2011-06 | $160,195 |
| 9 | Friends Of@bnai Israel Cemetery | 20 Newman Avenue, Rumford, RI 02916-1960 | RI | 2012-01 | $157,206 |
| 10 | Temple Shalom Endowment Fund | 6930 Alpha Rd, Dallas, TX 75240-3602 | TX | 2014-03 | $153,133 |
| 11 | Dell Loy Hansen Heart Foundation Inc | 595 S Riverwoods Pkwy, Logan, UT 84321-6838 | UT | 2010-06 | $149,200 |
| 12 | Bertha & Julius Sheriff Family Memorial Trust Uw 14-307871940 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-02 | $76,428 |
| 13 | Congregation Beth David Endowment Foundation | 19700 Prospect Rd, Saratoga, CA 95070-3352 | CA | 2014-09 | $72,544 |
| 14 | L2 Foundation | 3567 E Sunrise Dr Ste 143, Tucson, AZ 85718-3219 | AZ | 2010-03 | $54,911 |
| 15 | Santa Ynez Valley Jewish Community | PO BOX 394, Santa Ynez, CA 93460-0394 | CA | 2001-04 | $36,856 |
| 16 | Herbert J And Phyllis M Siegel Charitable Foundation | 101 W Mt Royal Ave, Baltimore, MD 21201-5708 | MD | 2009-10 | $824 |
| 17 | American Friends Of Emunah Outreach Corporation | 35 Margaret Ave, Lawrence, NY 11559 | NY | 2009-06 | $0 |
| 18 | Atlanta Jewish Federation Holdings Inc | 1440 Spring St Nw, Atlanta, GA 30309-2832 | GA | 1999-08 | $0 |
| 19 | Avron And Wendy Fogelman Foundation | 6560 Poplar Ave, Memphis, TN 38138-3656 | TN | 2014-06 | $0 |
| 20 | Bet Shalom Endowment | 13613 Orchard Rd, Minnetonka, MN 55305-4048 | MN | 2006-06 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||
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| Total | 66 | ||||||||||||||||||||||||||||||||||||||
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