John Davey Trust Uw Fbo 33-07189-000, Maria Brooker Memorial 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
| John Davey Trust Uw Fbo 33-07189-000, Maria Brooker Memorial | |
| Employer Identification Number (EIN) | 066040161 |
| Name of Organization | John Davey Trust Uw Fbo 33-07189-000 |
| Secondary Name | Maria Brooker Memorial |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| 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 | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $424,757 |
| Amount of Income | $192,678 |
| Form 990 Revenue Amount | $39,386 |
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 | $49,046 | $48,881 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,240 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $8 | |||
| Other | $38,798 | |||
| Total expenses and disbursements | $24,674 | $3,667 | $0 | $20,410 |
| Compensation of officers, directors, trustees, etc. | $5,851 | |||
| Total operating and administrative expenses | $7,449 | $3,667 | $3,185 | |
| Contributions, gifts, grants paid | $17,225 | |||
| Excess of revenue over expenses and disbursements | $24,372 | |||
| Net investment income | $45,214 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $434,630 | $441,345 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $374,862 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $31,086 | |
| Other | $28,682 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $434,630 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $38,798 |
| 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 | $904 |
| Total credits and payments | $400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $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 | $504 |
| 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 | $436,930 |
| Net value of noncharitable-use assets | $430,380 |
| Minimum investment return | $21,519 |
| Distributable Amount (for 2012) | |
| Distributable amount | $20,615 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $20,615 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,009 |
| 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 | John B Mclean Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-05 | $383,302 |
| 2 | John C Babcock Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1945-05 | $67,222 |
| 3 | John C Burney And Mary A Burney Charitable Foundation Trust | 157 Indian Ave, Portsmouth, RI 02871-5151 | RI | $40,788 | |
| 4 | John C Exner Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $225,005 | |
| 5 | John Cadwell Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-02 | $26,116 |
| 6 | John Chany Uw T-5445 State Street Bank Co | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $561,665 |
| 7 | John Cifrino Testamentary Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1956-05 | $171,602 |
| 8 | John Clarke Retirement Center | 600 Valley Road, Middleton, RI 02842-7029 | RI | 1979-07 | $6,535,583 |
| 9 | John Clarke Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,687,135 |
| 10 | John D & K A Johnston Foundation 2298105 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-11 | $689,756 |
| 11 | John Davey Trust Uw Fbo 33-07189-000, Maria Brooker Memorial | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $192,678 |
| 12 | John Day Jackson Irrv Tua Fbo Ynhh 59 1343912010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $162,466 | |
| 13 | John Deferrari Trust Ui 1 3100200 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-01 | $7,235,816 |
| 14 | John E & Sara E Heathcote Charitable Trust 14-3226820070 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2005-07 | $217,178 |
| 15 | John E Fogarty Foundation For Persons With Intellectual And Deve | 1 Turks Head Pl Ste 205, Providence, RI 02903-2215 | RI | 1965-03 | $259,531 |
| 16 | John E Moran Foundation | PO BOX 1163, Slatersville, RI 02876-0893 | RI | 1986-09 | $541,073 |
| 17 | John F Gracia Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-10 | $1,791 |
| 18 | John H Forsyth Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-02 | $45,248 |
| 19 | John H Gould Tr Uw 12502001, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $54,905 | |
| 20 | John H Sanderson Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,249,927 | |
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