Moses Carr Trust Fbo, Sangerville First Universalist Chur 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
| Moses Carr Trust Fbo, Sangerville First Universalist Chur | |
| Employer Identification Number (EIN) | 016014103 |
| Name of Organization | Moses Carr Trust Fbo |
| Secondary Name | Sangerville First Universalist Chur |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1989 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $224,637 |
| Amount of Income | $78,043 |
| Form 990 Revenue Amount | $20,048 |
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 | $30,009 | $30,012 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,879 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-130 | |||
| Other | $23,260 | |||
| Total expenses and disbursements | $13,083 | $2,253 | $0 | $10,555 |
| Compensation of officers, directors, trustees, etc. | $3,403 | |||
| Total operating and administrative expenses | $3,889 | $2,253 | $1,361 | |
| Contributions, gifts, grants paid | $9,194 | |||
| Excess of revenue over expenses and disbursements | $16,926 | |||
| Net investment income | $27,759 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $229,851 | $234,461 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $201,428 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $14,006 | |
| Other | $14,417 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $229,851 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $23,260 |
| 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 | $555 |
| Total credits and payments | $355 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $355 |
| 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 | $200 |
| 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 | $231,114 |
| Net value of noncharitable-use assets | $227,640 |
| Minimum investment return | $11,382 |
| Distributable Amount (for 2012) | |
| Distributable amount | $10,827 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $10,827 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,695 |
| 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 | Montessori Childrens House Inc | 518 Lloyd Ave, Providence, RI 02906-5429 | RI | 1997-08 | $699,049 |
| 2 | Ocean State Montessori School Inc | 100 Grove Ave, E Providence, RI 02914-4507 | RI | 1974-01 | $1,031,008 |
| 3 | Moodus Cemetery Association | PO BOX 1802, Providence, RI 02901-1802 | RI | 1942-02 | $259,724 |
| 4 | Moosehead Manufacturing | PO BOX 1802, Providence, RI 02901-1802 | RI | $4 | |
| 5 | Morey & Helen Mccarthy Miller Scholarship Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-05 | $3,953,837 |
| 6 | Morning Star Christian Center Inc | 175 Wyndham Avenue, Providence, RI 02908-2831 | RI | 1999-01 | $0 |
| 7 | Morrison Trust Under 4b | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-06 | $213,244 |
| 8 | Mortimer P Howard Tr U W Fleet Bank Of Massachusetts | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $224,607 |
| 9 | Mosaico Community Development Corporation | 240 High St, Bristol, RI 02809-2211 | RI | 1995-10 | $99,416 |
| 10 | Moses Brown School Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-02 | $5,361,533 |
| 11 | Moses Carr Trust Fbo, Sangerville First Universalist Chur | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-05 | $78,043 |
| 12 | Moshassuck Cemetery | 978 Lonsdale Ave, Central Falls, RI 02863-1719 | RI | 1964-03 | $622,745 |
| 13 | Mount Hope High School Boosters Club | 31 Parker Ave, Warren, RI 02885 | RI | 2007-02 | $26,161 |
| 14 | Mount Hope Learning Center | 140 Cypress St, Providence, RI 02906-2508 | RI | 1999-05 | $363,611 |
| 15 | Mount Hope Neighborhood Association Inc | 199 Camp St, Providence, RI 02906-1833 | RI | 2014-06 | $0 |
| 16 | Mount Hope Neighborhood Land Trust | PO BOX 40238, Providence, RI 02940-0238 | RI | 1991-04 | $14,418 |
| 17 | Mount Hope Trust In Bristol | PO BOX 66, Bristol, RI 02809-0066 | RI | 1999-01 | $909,691 |
| 18 | Mount St Rita Health Centre, Sisters Of Mercy | 15 Sumner Brown Rd, Cumberland, RI 02864-1214 | RI | 1946-03 | $9,298,654 |
| 19 | Movimiento Pentecostal Monte Sinai | PO BOX 25096, Providence, RI 02905-0596 | RI | 2006-09 | $334,154 |
| 20 | Mre Foundation Inc | PO BOX 1828, Kingston, RI 02881-0498 | RI | 2005-12 | $64,849 |
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