RM2 FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RM2 FOUNDATION (EIN 05-0494286)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-10-13
- IRS object ID
- 201502869349100215
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-13T14:50:18-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050373793 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCEAN STATE JOBBERS INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 COMMERCE PARK ROAD | AddressLine1 |
| City | NORTH KINGSTOWN | City |
| State | RI | State |
| ZIP Code | 02852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050494286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RM2 FOUNDATION CO MARC PERLMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RM2F | BusinessNameControlTxt |
| Phone | 4012952672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 COMMERCE PARK ROAD | AddressLine1 |
| City | NORTH KINGSTOWN | City |
| State | RI | State |
| ZIP Code | 02852 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC PERLMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4012952672 | PhoneNum |
| Signature | 2015-10-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OCEAN STATE JOBBERS INC | PreparerPersonNm |
| PTIN | P01507007 | PTIN |
| Phone | 4012952672 | PhoneNum |
| Preparation | 2015-10-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,282,022 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,772,212 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $492 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $492 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,074 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,074 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $70,378 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $70,378 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $70,378 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $516,824 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,196,357 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $516,824 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $44 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $44 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,372,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $599,812 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,122 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,122 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,106 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,106 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $610 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $610 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $30,379 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $30,379 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $9,625 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,626 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $764 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $764 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,606 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,607 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,251,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,251,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,301,236 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,607 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,251,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,070,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $550,205 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,422 | CashBOYAmt |
| Cash EOY | $73,844 | CashEOYAmt |
| Cash EOYFMV | $73,844 | CashEOYFMVAmt |
| Other Investments BOY | $1,545,246 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $724,210 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,431,720 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,806,837 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,379 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $1,776,458 | LandEOYAmt |
| Land EOYFMV | $1,776,458 | LandEOYFMVAmt |
| Total Assets BOY | $1,592,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,574,512 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,282,022 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,075,327 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,057,171 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | -$341,215 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | -$341,215 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $858,556 | RetainedEarningBOYAmt |
| Retained Earning EOY | $858,556 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,592,668 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,574,512 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,592,668 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,574,512 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,592,668 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,070,788 | ExcessRevenueOverExpensesAmt |
| Other Increases | $255,110 | OtherIncreasesAmt |
| Subtotal | $2,918,566 | SubtotalAmt |
| Other Decreases | $344,054 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,574,512 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAINS DIVIDENDS - VANGD | $46,489 | $46,489 | $46,489 | |||
| 3225 SHS EPD - AMERITRADE | $248,635 | $103,008 | $103,008 | 2000-01-01 | 2014-06-25 | $145,627 |
| 5000 SHS MWE - AMERITRADE | $351,734 | $116,529 | $116,529 | 2000-01-01 | 2014-06-25 | $235,205 |
| 12500 SHS FACEBOOK - AMERITRADE | $840,165 | $164,609 | $164,609 | 2000-01-01 | 2014-06-25 | $675,556 |
| 2000 U PAA - AMERITRADE | $118,264 | $47,764 | $47,764 | 2000-01-01 | 2014-06-25 | $70,500 |
| 2750 SHS KMP - AMERITRADE | $223,675 | $36,995 | $36,995 | 2000-01-01 | 2014-06-25 | $186,680 |
| 775 SHS EPD - AMERITRADE | $57,230 | $32,422 | $32,422 | 2000-01-01 | 2014-04-22 | $24,808 |
| 3045 SHS KMP - AMERITRADE | $310,165 | $0 | $0 | 2000-01-01 | 2014-11-28 | $310,165 |
| CAPITAL LOSS - AMERITRADE | -$1,074 | -$1,074 | $1,074 | |||
| CAPITAL LOSS - AMERITRADE | -$29,918 | -$29,918 | $29,918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $516,824 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $205,538 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,163,412 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095006 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,314 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $397,117 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.189652 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $164,705 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $367,919 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.447666 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $251,219 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $314,877 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.797832 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,886 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $276,141 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035801 | DistributionYr5Rt |
| Total Distribution | 1.565957 | TotalDistributionRt |
| Average Distribution | 0.313191 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,641,724 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,140,555 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,502 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,146,057 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,251,630 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,502 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,502 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,502 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $5,513 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARC PERLMAN | IndividualWithBooksNm |
| Phone | 4012952672 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 SHADY COVE ROAD | AddressLine1 |
| City | NORTH KINGSTOWN | City |
| State | RI | State |
| ZIP Code | 02852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARC PERLMAN | ||||||||
| 180 SHADY COVE ROAD | NORTH KINGSTOWN | RI | 02852 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CLAIRE PERLMAN | ||||||||
| 180 SHADY COVE ROAD | NORTH KINGSTOWN | RI | 02852 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,648,066 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,116 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,697,182 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,697,182 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,458 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,641,724 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $182,086 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $182,086 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,502 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,502 | TotalTaxAmt |
| Distributable Before Adj | $176,584 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $176,584 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $176,584 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,251,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,251,630 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,502 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,246,128 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $176,584 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $235,637 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,126 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $504,714 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $97,889 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $856,366 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,251,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $176,584 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,075,046 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,931,412 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,931,412 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $235,637 | ExcessFromYear4Amt |
| Excess From Year3 | $18,126 | ExcessFromYear3Amt |
| Excess From Year2 | $504,714 | ExcessFromYear2Amt |
| Excess From Year1 | $97,889 | ExcessFromYear1Amt |
| Excess From Current Year | $1,075,046 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARC PERLMAN | ContributingManagerNm |
| Contributing Manager | CLAIRE PERLMAN | ContributingManagerNm |
| Shareholder Manager | MARC PERLMAN | ShareholderManagerNm |
| Shareholder Manager | CLAIRE PERLMAN | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CERE | ||||||
| 50 STANIFORD STREET SUITE 600 | BOSTON | MA | 02114 | NONE | GENERAL | $10,136 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES - NEW ENGLAND REGON | ||||||
| 154 WELLS AVE | NEWTON | MA | 02459 | NONE | GENERAL | $977,406 |
| INSTITUTE FOR STUDY AND PRACTICE OF NON VIOLENCE | ||||||
| 265 OXFORD ST | PROVIDENCE | RI | 02905 | NONE | GENERAL | $5,000 |
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | ||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | NONE | GENERAL | $20,195 |
| JEWISH NATIONAL FUND | ||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTER | NY | 11570 | NONE | GENERAL | $210,713 |
| OMNI-MED | ||||||
| 81 WYMAN ST 1 | WABAN | MA | 02468 | NONE | GENERAL | $5,000 |
| RI FREE CLINIC | ||||||
| 655 BROAD ST | PROVIDENCE | RI | 02907 | NONE | GENERAL | $2,500 |
| RODMAN RIDE FOR KIDS | ||||||
| 10 LINCOLN ROAD | FOXBORO | MA | 02035 | NONE | GENERAL | $500 |
| TEMPLE SINAI | ||||||
| 30 HAGEN AVENUE | CRANSTON | RI | 02920 | NONE | GENERAL | $10,085 |
| THE BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 565 FIFTH AVE | NEW YORK | NY | 10017 | NONE | GENERAL | $10,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,251,630 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $492 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,074 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $70,378 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $44 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $516,824 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $70,422 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $529,390 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $599,812 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ROSALIND PERLMAN | |||||||
| 1 | 51 TROWBRIDGE DRIVE | NORTH KINGSTOWN | RI | 02852 | $6,000 | Yes (X) | Yes (X) |
| MARC PERLMAN | |||||||
| 2 | 180 SHADY COVE ROAD | NORTH KINGSTOWN | RI | 02852 | $773,752 | Yes (X) | Yes (X) |
| MARC PERLMAN | |||||||
| 3 | 180 SHADY COVE ROAD | NORTH KINGSTOWN | RI | 02852 | $254,831 | Yes (X) | Yes (X) |
| MARC PERLMAN | |||||||
| 4 | 180 SHADY COVE ROAD | NORTH KINGSTOWN | RI | 02852 | $393,575 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | DONATED SECURITIES: 600 SHARES MERCK | $34,764 | 2014-10-31 |
| 2 | DONATED SECURITIES: 15,000 SHS FACEBOOK | $773,752 | 2013-12-31 |
| 3 | DONATED SECURITIES: 5,000 SHS FACEBOOK | $389,600 | 2014-09-30 |
| 4 | DONATED SECURITIES: 5300 SHS APPLE | $574,096 | 2014-11-30 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD HEALTH CARE FUND ADMIRAL SHARES | AT COST | $306,499 | $563,389 |
| AMERITRADE ACCOUNT #866-300067 | AT COST | $417,711 | $868,331 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,122 | LegalFeesAmt |
| Net Investment Income | $7,122 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFFERENCE BETWEEN COST AND FMV OF DONATED SECURITIES | Description |
| Amount | $344,054 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES | $101 | $101 | $0 |
| FOREIGN TAXES PAID ON DIVIDEND INCOME | $663 | $663 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $44 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $44 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $44 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| NONTAXABLE RETURN OF PARTNERSHIP CAPITAL | $42,513 |
| DIFFERENCE BETWEEN COST AND FMV OF SECURITIES GRANTED | $182,222 |
| NET RENTAL INCOME | $30,375 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RI ATTORNEY GENERAL FILING FEES | $50 | $50 | $0 |
| FEDERAL TAXES | $560 | $560 | $0 |