Dorothy S Grant Tr 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
| Dorothy S Grant Tr | |
| Employer Identification Number (EIN) | 046938198 |
| Name of Organization | Dorothy S Grant Tr |
| In Care of Name | Fleet National Bank |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | Charitable Organization |
| Ruling Date | 10/2001 |
| Deductibility | Contributions are deductible |
| 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 | $2,040,386 |
| Amount of Income | $2,519,307 |
| Form 990 Revenue Amount | $140,406 |
| National Taxonomy of Exempt Entities (NTEE) | Mental Health, Crisis Intervention: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2013: $2,519,307 (it was $928,926 in 2012)
| Dorothy S Grant Tr: | $2,519,307 |
| Other organizations performing similar types of work: | $64,731 |
Assets in 2013: $2,040,386 (it was $1,985,906 in 2012)
| Dorothy S Grant Tr: | $2,040,386 |
| Other organizations performing similar types of work: | $24,701 |
Expenses in 2012: $88,578
| This organization: | $88,578 |
| Other organizations performing similar types of work: | $33,333 |
Income to expenses ratio in 2012: 28.4
| This organization: | 28.4 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 67.3% |
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 | $58,420 | $51,921 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $46,840 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,655 | |||
| Other | $9,925 | |||
| Total expenses and disbursements | $88,578 | $13,705 | $0 | $76,139 |
| Compensation of officers, directors, trustees, etc. | $19,432 | |||
| Total operating and administrative expenses | $21,092 | $13,705 | $8,653 | |
| Contributions, gifts, grants paid | $67,486 | |||
| Excess of revenue over expenses and disbursements | $-30,158 | |||
| Net investment income | $38,216 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,985,906 | $2,067,187 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,607,078 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $194,239 | |
| Other | $184,589 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,985,906 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $9,925 |
| 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 | $764 |
| Total credits and payments | $1,224 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,224 |
| 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 | $460 |
| Amount to be credited to 2013 estimated tax | $460 |
| 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 | $2,034,178 |
| Net value of noncharitable-use assets | $2,003,660 |
| Minimum investment return | $100,183 |
| Distributable Amount (for 2012) | |
| Distributable amount | $99,419 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $99,419 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $86,548 |
| 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 | Shatterproof A Nonprofit Corp | 101 Merritt 7 Corppark 1st Fl, Norwalk, CT 06851 | CT | 2012-04 | $3,074,907 |
| 2 | Banyan Community Health Foundation Inc, Banyan Health Systems | 11031 Ne 6th Ave, Miami, FL 33161-7182 | FL | 2012-12 | $2,650,970 |
| 3 | Dorothy S Grant Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-10 | $2,519,307 |
| 4 | Westchester Arc Foundation Inc | 265 Saw Mill River Rd, Hawthorne, NY 10532-1509 | NY | 2003-10 | $992,412 |
| 5 | New Hampshire Childrens Trust Inc | 10 Ferry St Ste 315, Concord, NH 03301-5004 | NH | 2010-08 | $720,280 |
| 6 | Retailers Alliance Foundation Of New York Inc | 55 Northern Blvd Ste 301, Great Neck, NY 11021-4058 | NY | 2010-07 | $256,185 |
| 7 | Bereaved Families Relief Initiative Network, Bfrin | 6713 Montgomery Avenue, Upper Darby, PA 19082 | PA | 2008-12 | $254,947 |
| 8 | Fans Across America Charitable Foundation | 18521 E Queen Creek Rd Suite 105, Queen Creek, AZ 85142 | AZ | 2007-07 | $199,418 |
| 9 | The Maybell Family Foundation Inc | 23 Tokeneke Trl, Darien, CT 06820-6129 | CT | 2007-03 | $163,743 |
| 10 | Run7on7 Foundation | 14286-19 Beach Blvd No 361, Jacksonville, FL 32250 | FL | 2011-05 | $163,278 |
| 11 | Saint Joseph London Foundation Inc | 1001 Saint Joseph Ln, London, KY 40741-8345 | KY | 2009-07 | $153,069 |
| 12 | Shri Sita Ram Foundation Usa | 1200 Blalock Rd Ste 210, Houston, TX 77055-6441 | TX | 2012-02 | $152,469 |
| 13 | Havre De Grace Seafood Festival Inc | 100 S Washington St, Havre De Grace, MD 21078 | MD | 2010-10 | $130,327 |
| 14 | Cape Cod Bay Challenge Inc | 1010 Union St, Marshfield, MA 02050-5840 | MA | 2012-08 | $124,132 |
| 15 | Restore Foundation | 5413 Pleasant Lake Dr, West Bloomfield, MI 48322 | MI | 2008-10 | $98,801 |
| 16 | Constanza Medical Mission, St Jeromes Constanza Mission | 16 Ivy Ct, S Weymouth, MA 02190-1317 | MA | 2014-09 | $82,860 |
| 17 | Yellow House Foundation | 120 Commercial Pkwy, Cedar Park, TX 78613-2913 | TX | 2014-03 | $73,652 |
| 18 | Wings Charitable Foundation | 2801 E Main St, Columbus, OH 43209-2520 | OH | 2004-06 | $53,292 |
| 19 | Transitions Charitable Fund Inc | 8049 Clemens Ave, West Hills, CA 91304 | CA | 2006-11 | $42,001 |
| 20 | The Friends Of Southeastern Residential Services | 400 Farmington Ave, Cranston, RI 02920 | RI | 2012-09 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 200 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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