Julia B Thayer Testamentary Trust 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
| Julia B Thayer Testamentary Trust | |
| Employer Identification Number (EIN) | 046055558 |
| Name of Organization | Julia B Thayer Testamentary Trust |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1936 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| 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 | $433,121 |
| Amount of Income | $172,504 |
| Form 990 Revenue Amount | $44,797 |
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 | $52,842 | $52,849 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,470 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $5 | |||
| Other | $43,367 | |||
| Total expenses and disbursements | $21,074 | $2,940 | $0 | $17,872 |
| Compensation of officers, directors, trustees, etc. | $4,625 | |||
| Total operating and administrative expenses | $6,644 | $2,940 | $3,442 | |
| Contributions, gifts, grants paid | $14,430 | |||
| Excess of revenue over expenses and disbursements | $31,768 | |||
| Net investment income | $49,909 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $433,131 | $439,620 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $379,853 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $30,995 | |
| Other | $22,283 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $433,131 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $43,367 |
| 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 | $998 |
| Total credits and payments | $856 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $856 |
| 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 | $142 |
| 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 | $440,236 |
| Net value of noncharitable-use assets | $433,640 |
| Minimum investment return | $21,682 |
| Distributable Amount (for 2012) | |
| Distributable amount | $20,684 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $20,684 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $5,026 |
| 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 | Joseph S Stackpole Tr 51307-00-3 Fbo Charities Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $600,085 |
| 2 | Joseph W Martin Trust | 393 Market St, Warren, RI 02885-2636 | RI | 1941-04 | $2,280,330 |
| 3 | Joseph W Martin Trust Uw 2-6034 Fbo Methodist Episcopal Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-03 | $83,653 |
| 4 | Joseph W Raymond Trust 1 9047 0, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $37,382 | |
| 5 | Josephine D Bedle Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-08 | $128,412 |
| 6 | Josephine M Grigorowicz Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-06 | $178,476 |
| 7 | Josephine Moore Trust Uw Fbo, Holmestead | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $385,488 |
| 8 | Joslin Community Development Corporation | 231 Amherst St, Providence, RI 02909-2639 | RI | 1971-01 | $280,943 |
| 9 | Joyful Noise Inc | 9 New London Ave, West Warwick, RI 02893-4015 | RI | 1979-02 | $688,547 |
| 10 | Js Goodwin Tr Ua Fob Christ Ch, Parish Of Christ Church | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,386,470 | |
| 11 | Julia B Thayer Testamentary Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1936-03 | $172,504 |
| 12 | Julian Decordova Trust Ua 12 & 13 Bank Of New England N A | PO BOX 1802, Providence, RI 02901-1802 | RI | 1983-01 | $2,376,214 |
| 13 | Julien Piccot Charitable Trust Uw 323-1076108010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $336,311 | |
| 14 | Jump Inc | Po Box 6271, Providence, RI 02940 | RI | 2000-11 | $0 |
| 15 | Jumpstart Coalition For Personal Financial Literacy, Rhode Island | 7 Remington St, Warwick, RI 02888-1639 | RI | 2001-02 | $11,583 |
| 16 | Junior Achievement Of Rhode Island | 120 Waterman St Ste 200, Providence, RI 02906-2010 | RI | 1994-05 | $533,833 |
| 17 | Junior League Of Rhode Island | 21 Meeting St, Providence, RI 02903-1214 | RI | 1943-11 | $93,866 |
| 18 | Juniper Hill Cemetery Corp | PO BOX 551, Bristol, RI 02809-0551 | RI | 1945-04 | $472,040 |
| 19 | Junius Beebe Trust 40-5300100070 | PO BOX 1802, Providence, RI 02901-1802 | RI | $211,670 | |
| 20 | Justice Assistance | 943 Park Ave, Cranston, RI 02910-2721 | RI | 1980-04 | $652,836 |
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