George H Mowry Trust Udo Nect C/O Rhode Island Hosp Tr Natl 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
| George H Mowry Trust Udo Nect C/O Rhode Island Hosp Tr Natl | |
| Employer Identification Number (EIN) | 056004236 |
| Name of Organization | George H Mowry Trust Udo Nect C/O Rhode Island Hosp Tr Natl |
| In Care of Name | Rhode Island Hospital Trust Natl |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 06/1979 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $655,607 |
| Amount of Income | $654,591 |
| Form 990 Revenue Amount | $69,976 |
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 | $45,842 | $45,842 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $15,702 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-47 | |||
| Other | $30,187 | |||
| Total expenses and disbursements | $51,361 | $5,388 | $0 | $44,282 |
| Compensation of officers, directors, trustees, etc. | $8,406 | |||
| Total operating and administrative expenses | $11,426 | $5,388 | $4,347 | |
| Contributions, gifts, grants paid | $39,935 | |||
| Excess of revenue over expenses and disbursements | $-5,519 | |||
| Net investment income | $40,454 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $613,254 | $635,717 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $592,020 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $21,234 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $613,254 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $30,187 |
| 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 | $405 |
| Total credits and payments | $1,400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,400 |
| 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 | $995 |
| Amount to be credited to 2013 estimated tax | $408 |
| 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)? | Yes |
| 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 | $630,272 |
| Net value of noncharitable-use assets | $620,820 |
| Minimum investment return | $31,041 |
| Distributable Amount (for 2012) | |
| Distributable amount | $30,636 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $30,636 |
| 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 | George E Bunker Trust 5520 00 2, Maine Natl Bk Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $60,677 | |
| 2 | George Ensworth Memorial Fund Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-09 | $89,864 |
| 3 | George Everett Charitable Tr Fbo Ethel Sproul, Fleet Bank Me Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-12 | $198,161 |
| 4 | George F Agor Irrv Tr Fbo Carmel Ny, Richardson Virginia Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-09 | $4,246 |
| 5 | George F Mand Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2006-06 | $1,009,981 |
| 6 | George Francis Trust 6-990-1 First National Bk Of Boston Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | $41,237 | |
| 7 | George Fuller Trust Uw 3-2013140 | PO BOX 1802, Providence, RI 02901-1802 | RI | $110,533 | |
| 8 | George Gardner & Fanny Whiting Blanchard Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1944-12 | $452,741 |
| 9 | George Griffith Memorial Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $174 |
| 10 | George H May Trust Uw Art 4 Eight, Bank Of America Na | PO BOX 1802, Providence, RI 02901-1802 | RI | $108,486 | |
| 11 | George H Mowry Trust Udo Nect C/O Rhode Island Hosp Tr Natl | PO BOX 1802, Providence, RI 02901-1802 | RI | 1979-06 | $654,591 |
| 12 | George Hail Library | 530 Main St, Warren, RI 02885-4368 | RI | 1973-11 | $514,463 |
| 13 | George Hanaford T/U/W | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $293,205 |
| 14 | George Holopigian Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $206,978 |
| 15 | George J Capewell Fdn Trust No 2 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $18,738,051 |
| 16 | George J Capewell Fdn Trust No 3 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $23,030,870 |
| 17 | George J Capewell Memorial Fund | PO BOX 6768, Providence, RI 02940-6768 | RI | $129,454 | |
| 18 | George L Draper Fund Trust, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $115,132 | |
| 19 | George Landis Arboretum Uw Lape | PO BOX 1802, Providence, RI 02901-1802 | RI | 1988-07 | $83,396 |
| 20 | George Moller Scholarship Trust Uw 54-20002300 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-09 | $128,038 |
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