Tr Uw Margarette G Crossman 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
| Tr Uw Margarette G Crossman | |
| Employer Identification Number (EIN) | 046028852 |
| Name of Organization | Tr Uw Margarette G Crossman |
| In Care of Name | Bank Of New England Na |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1972 |
| 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 | $4,777,048 |
| Amount of Income | $4,270,063 |
| Form 990 Revenue Amount | $277,815 |
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 | $317,426 | $317,381 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $136,251 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $181,175 | |||
| Total expenses and disbursements | $374,104 | $2,143 | $0 | $368,261 |
| Compensation of officers, directors, trustees, etc. | $1,307 | |||
| Total operating and administrative expenses | $7,616 | $2,143 | $1,773 | |
| Contributions, gifts, grants paid | $366,488 | |||
| Excess of revenue over expenses and disbursements | $-56,678 | |||
| Net investment income | $315,238 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,276,830 | $4,806,472 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $345,446 | |
| Investments-corporate stock | $3,556,091 | |
| Investments-corporate bonds | $199,256 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $176,037 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,276,830 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $181,175 |
| 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 | $3,152 |
| Total credits and payments | $5,679 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $5,679 |
| 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 | $2,527 |
| Amount to be credited to 2013 estimated tax | $2,527 |
| 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 | $4,790,990 |
| Net value of noncharitable-use assets | $4,719,120 |
| Minimum investment return | $235,956 |
| Distributable Amount (for 2012) | |
| Distributable amount | $232,804 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $232,804 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $71,070 |
| 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 | Tr Ua Doris Frick Ac 54-1151234008 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-01 | $3,771,038 |
| 2 | Dr Albert O Raymond Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-04 | $137,337 |
| 3 | Tr Ua Lydia Clark Gbc | PO BOX 1802, Providence, RI 02901-1802 | RI | $22,623 | |
| 4 | Tr Ua M R Hall Fbo Charity34750067 | PO BOX 1802, Providence, RI 02901-1802 | RI | $393,599 | |
| 5 | Tuw Albert W Dowling | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-08 | $120,755 |
| 6 | Tr Uw Alice L Carlisle For Children Of Town Of Goshen | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,699,789 |
| 7 | Tr Uw C S Weed Bo Stfd Hosp 01001610, Fleet Bank Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $124,341 |
| 8 | Tr Uw Dodson Fbo Arthur Mugford Ac 2200260009 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-07 | $68,075 |
| 9 | Tr Uw F Mason Perkins 2001640002 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-04 | $4,410,077 |
| 10 | Tr Uw Frank J Cummings For Worthy Young Men Entering The Priesthood | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-12 | $60,627 |
| 11 | Tr Uw Margarette G Crossman | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-06 | $4,270,063 |
| 12 | Tr Uw William Forbes For Memorial Hosp Of Ny, Bank Of Boston | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $206,596 |
| 13 | Tr Uw William Salcone Ac 1201639002 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-06 | $134,241 |
| 14 | Training Thru Placement Inc | 20 Marblehead Ave, N Providence, RI 02904-4248 | RI | 1976-10 | $2,019,461 |
| 15 | Transform Rhode Island Inc, Transform Rhode Island | PO BOX 6745, Warwick, RI 02887-6745 | RI | 2008-09 | $410 |
| 16 | Trinity Cemetery Association | PO BOX 1802, Providence, RI 02901-1802 | RI | 1947-07 | $106,772 |
| 17 | Trinity Church Landmark Preservation Fund Inc | Honyman Hall Queen Anne Square, Newport, RI 02840 | RI | 1986-02 | $274,111 |
| 18 | Trinity Lutheran Church Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-03 | $25,147 |
| 19 | Trinity United Methodist Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-02 | $149,058 |
| 20 | Trs Uw Ottilie E Smith | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-06 | $166,674 |



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