John S Davey Tr Uw Fbo Charlotte H Hungerford 59 3307190 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 S Davey Tr Uw Fbo Charlotte H Hungerford 59 3307190 | |
| Employer Identification Number (EIN) | 066040162 |
| Name of Organization | John S Davey Tr Uw Fbo Charlotte H Hungerford 59 3307190 |
| 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) |
| Organization | Trust |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $664,588 |
| Amount of Income | $211,435 |
| Form 990 Revenue Amount | $151,984 |
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 | $30,633 | $30,381 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $15,816 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $12 | |||
| Other | $14,805 | |||
| Total expenses and disbursements | $40,237 | $5,187 | $0 | $29,448 |
| Compensation of officers, directors, trustees, etc. | $8,242 | |||
| Total operating and administrative expenses | $15,021 | $5,187 | $4,232 | |
| Contributions, gifts, grants paid | $25,216 | |||
| Excess of revenue over expenses and disbursements | $-9,604 | |||
| Net investment income | $25,194 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $679,287 | $685,989 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $588,032 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $47,628 | |
| Other | $43,627 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $679,287 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $14,805 |
| 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 | $504 |
| Total credits and payments | $2,944 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,944 |
| 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 | $2,440 |
| Amount to be credited to 2013 estimated tax | $504 |
| 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 | $678,514 |
| Net value of noncharitable-use assets | $668,340 |
| Minimum investment return | $33,417 |
| Distributable Amount (for 2012) | |
| Distributable amount | $32,913 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $32,913 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $6,189 |
| 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 M Grigorowicz Trust First Jersey National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-05 | $319,928 |
| 2 | John N Conyngham And Lou Cconyngham Family Charitable Foundat | 15a Newberry Ln, Hope Valley, RI 02832-1803 | RI | 2007-02 | $409,571 |
| 3 | John N Howard Trust 566 | PO BOX 1802, Providence, RI 02901-1802 | RI | $173,448 | |
| 4 | John Nicholas Brown Center For The Study Of American Civilization | Box J, Providence, RI 02912-0001 | RI | 1984-04 | $1,359,083 |
| 5 | The Toner Memorial Foundation | PO BOX 124, Narragansett, RI 02882-0124 | RI | 2001-09 | $152 |
| 6 | John P & Mable I Ogsbury Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-02 | $38,575 |
| 7 | John P Burke Memorial Fund | One Button Hole Drive No 2, Providence, RI 02909-5750 | RI | 1947-10 | $836,019 |
| 8 | John P Sheehan Scholarship | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-04 | $403,000 |
| 9 | John S & Sarah C Elliott Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-07 | $8,229,010 |
| 10 | John S Cobb Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $10,556 | |
| 11 | John S Davey Tr Uw Fbo Charlotte H Hungerford 59 3307190 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $211,435 |
| 12 | John S Fogg Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $56,835 | |
| 13 | John Spencer Camp Trust Uw Fbo, Horace Bushnell Mem Hall Corp | PO BOX 1802, Providence, RI 02901-1802 | RI | $166,326 | |
| 14 | John T Casey Trust Uw Art 2a | PO BOX 6767, Providence, RI 02940-6767 | RI | 1980-01 | $641 |
| 15 | John T Galligan Testamentary Trust Uw Fbo Scholarships, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-08 | $241,145 |
| 16 | John T Galligan Tr Uw Fbo Tobey Hospital 137-0230261070 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-12 | $51,278 |
| 17 | Ud John T Underwood Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1957-08 | $388,894 |
| 18 | John Thomas Beane Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | $130,070 | |
| 19 | John W Adamy Trust Uw Fbo, Zion Evangelical Lutheran Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-09 | $182,210 |
| 20 | John W Boynton Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1952-06 | $855,210 |
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