Grace C Jordan Trust U/I 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
| Grace C Jordan Trust U/I | |
| Employer Identification Number (EIN) | 046232521 |
| Name of Organization | Grace C Jordan Trust U/I |
| In Care of Name | Shawmut Tr Div 6-15 |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1979 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| 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 | $3,067,640 |
| Amount of Income | $3,112,477 |
| Form 990 Revenue Amount | $202,606 |
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 | $214,304 | $214,109 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $71,772 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-75 | |||
| Other | $142,607 | |||
| Total expenses and disbursements | $134,727 | $22,266 | $0 | $112,461 |
| Compensation of officers, directors, trustees, etc. | $33,927 | |||
| Total operating and administrative expenses | $36,717 | $22,266 | $14,451 | |
| Contributions, gifts, grants paid | $98,010 | |||
| Excess of revenue over expenses and disbursements | $79,577 | |||
| Net investment income | $191,843 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,982,657 | $3,019,365 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,902,730 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $79,927 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,982,657 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $142,607 |
| 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 | $3,837 |
| Total credits and payments | $1,804 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,804 |
| 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 | $2,033 |
| 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 | $2,949,624 |
| Net value of noncharitable-use assets | $2,905,380 |
| Minimum investment return | $145,269 |
| Distributable Amount (for 2012) | |
| Distributable amount | $141,432 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $141,432 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $121,745 |
| 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 | Gloria Dei Evangelical Lutheran Church Enrichment Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1992-08 | $336,786 |
| 2 | Gloria Dei Step Up Center | 15 Hayes St, Providence, RI 02908-5007 | RI | 2008-02 | $43,961 |
| 3 | Gloria Gemma Breast Cancer Resource Foundation | 1 Wellington Rd, Lincoln, RI 02865-4411 | RI | 2005-01 | $1,430,757 |
| 4 | Godfrey F Klein Trust, Fleet Bank Nh | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $712,098 |
| 5 | Goff Gathering Association Inc | 125 Mount Vernon Blvd, Pawtucket, RI 02861-3829 | RI | 1954-03 | $8,710 |
| 6 | Golf Course Managers Association Of Cape Cod | 36 Elisha Mathewson Rd, N Scituate, RI 02857-1143 | RI | 1988-11 | $117,291 |
| 7 | Button Hole | 1 Buttonhole Dr, Providence, RI 02909-5750 | RI | 1998-08 | $673,135 |
| 8 | Goodwill Industries Of Rhode Island, Goodwill Industries Of Ri | 100 Houghton St, Providence, RI 02904-1013 | RI | 1943-09 | $2,795,476 |
| 9 | Gordon School | 45 Maxfield Ave, E Providence, RI 02914-4226 | RI | 1944-12 | $13,583,256 |
| 10 | Grace B Ross Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $85,594 | |
| 11 | Grace C Jordan Trust U/I | PO BOX 1802, Providence, RI 02901-1802 | RI | 1979-09 | $3,112,477 |
| 12 | Grace C Stebbins 1977 Trust Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1978-06 | $769,179 |
| 13 | Grace C Stebbins Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-11 | $2,752,175 |
| 14 | Grace Church Housing Corporation | 280 Washington Street, Providence, RI 02903-3625 | RI | 1978-03 | $8,498,615 |
| 15 | Grace E Atkins B/O Charities | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-07 | $576,346 |
| 16 | Grace E Brooks Trust 1-0706, Bankboston Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-03 | $407,998 |
| 17 | Grace H Humphrey Residuary Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-04 | $342,571 |
| 18 | Grace Hewett Charitable Tr 0002803610-323 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-12 | $176,772 |
| 19 | Grace Holcomb Humphrey Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-04 | $74,144 |
| 20 | Grace L Carver Scholarship Fund Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-10 | $13,835 |
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