Dorothy Burney Richards Fund Trust, Burney John C Ttee in Portsmouth, 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
| Dorothy Burney Richards Fund Trust, Burney John C Ttee | |
| Employer Identification Number (EIN) | 050436837 |
| Name of Organization | Dorothy Burney Richards Fund Trust |
| Secondary Name | Burney John C Ttee |
| Address | 157 Indian Ave, Portsmouth, RI 02871-5151 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $224,008 |
| Amount of Income | $22,992 |
| Form 990 Revenue Amount | $6,348 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $14,398 | $14,398 | $8,468 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,468 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $5,930 | |||
| Total expenses and disbursements | $27,686 | $3,448 | $0 | $20,000 |
| Compensation of officers, directors, trustees, etc. | $3,238 | |||
| Total operating and administrative expenses | $7,686 | $3,448 | $0 | |
| Contributions, gifts, grants paid | $20,000 | |||
| Excess of revenue over expenses and disbursements | $-13,288 | |||
| Net investment income | $10,950 | |||
| Adjusted net income | $8,468 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $237,609 | $416,238 |
| Cash - non-interest-bearing | $-2,044 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $239,653 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $237,609 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,930 |
| 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 | $219 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $219 |
| 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? | No |
| 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? | Yes |
| 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 | $390,671 |
| Net value of noncharitable-use assets | $384,820 |
| Minimum investment return | $19,241 |
| Distributable Amount (for 2012) | |
| Distributable amount | $19,022 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $19,022 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | Donald Salmanson Foundation | 155 South Main Street, Providence, RI 02903-2963 | RI | 1985-05 | $670,954 |
| 2 | Donate Shop | 400 Warwick Avenue Unit 14, Warwick, RI 02888 | RI | 1996-09 | $0 |
| 3 | Dora C Howard Centre Ltd | 715 Putnam Pike, Greenville, RI 02828-1428 | RI | 1988-06 | $238,436 |
| 4 | Dorau Charitable Trust Nect Uw Fbo Seven Charities | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-12 | $279,362 |
| 5 | Dorcas Place Adult And Family Learn Ing Center Inc | 220 Elmwood Ave, Providence, RI 02907-1435 | RI | 1981-08 | $3,326,665 |
| 6 | Doric Association Inc | 244 Park View Ave, Warwick, RI 02888-2541 | RI | 2004-09 | $131,249 |
| 7 | Doris & Vivian Horton Scholarship Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-11 | $87,310 |
| 8 | Dorothy & Louis Hatry Char Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2007-06 | $756,490 |
| 9 | Dorothy & Samuel Snider Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $880,656 |
| 10 | Dorothy A Hill Trust Uw Fbo, Windham Pub Library | PO BOX 1802, Providence, RI 02901-1802 | RI | $6,772 | |
| 11 | Dorothy Burney Richards Fund Trust, Burney John C Ttee | 157 Indian Ave, Portsmouth, RI 02871-5151 | RI | 1988-06 | $22,992 |
| 12 | Dorothy Cooke Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-10 | $97,871 |
| 13 | Dorothy Crane Charitable Trust Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | $44,474 | |
| 14 | Dorothy E Hofmann Pembroke Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-11 | $367,202 |
| 15 | Dorothy D Ruggles Trust V940 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $465,765 |
| 16 | Dorothy Jordan Chadwick Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1959-09 | $11,068,480 |
| 17 | Dorothy M Hoffman Perpetual Charitable Trust 137-2200248006 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-06 | $144,826 |
| 18 | Dorothy M Mayer Trust, Bank Of America Nc | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-10 | $70,789 |
| 19 | Dorothy M Sears Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-12 | $355,392 |
| 20 | Dorothy Maes Tr Uw 05-025-2147800 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-05 | $115,225 |
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