RM2 FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: RM2 FOUNDATION (EIN 05-0494286)
Tax period: 2012-12-01 to 2013-11-30
Filed: 2014-10-15
IRS object ID: 201422889349100102
Schema version: 2012v2.1
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
Other Decreases Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-10-15T08:14:01-05:00	Timestamp
Tax Period End Date	2013-11-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	050373793	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	OCEAN STATE JOBBERS INC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2012-12-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	050494286	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	RM2 FOUNDATION CO MARC PERLMAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	RM2F	NameControl
Phone	4012952672	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	MARC PERLMAN	Name
Title	TRUSTEE	Title
Phone	4012952672	Phone
Date Signed	2014-10-14	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	OCEAN STATE JOBBERS INC	Name
PTIN	P01507007	PTIN
Phone	4012952672	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Exempt PF	X	ExemptPF
FMV Assets EOY	2182883	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	1834414	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	8	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	8	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	11364	DividendsRevAndExpnss
Dividends Net Invst Incm	11364	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	15726	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	15726	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	15726	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	1861512	TotalRevenueAndExpenses
Total Net Investment Income	27098	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss	998	TaxesRevAndExpnss
Taxes Net Invst Incm	998	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	998	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	998	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	205538	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	205538	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	206536	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	998	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	205538	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	1654976	ExcessOfRevenueOverExpenses
Net Investment Income	26100	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	43149	CashBOY
Cash EOY	47422	CashEOY
Cash EOYFMV	47422	CashEOYFMV
Investments Other BOY	235758	InvestmentsOtherBOY
Investments Other EOY	1545246	InvestmentsOtherEOY
Investments Other EOYFMV	2135461	InvestmentsOtherEOYFMV
Total Assets BOY	278907	TotalAssetsBOY
Total Assets EOY	1592668	TotalAssetsEOY
Total Assets EOYFMV	2182883	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	1075327	CapitalStockBOY
Capital Stock EOY	1075327	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	-341215	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	-796420	RetainedEarningsBOY
Retained Earnings EOY	858556	RetainedEarningsEOY
Total Net Assets BOY	278907	TotalNetAssetsBOY
Total Net Assets EOY	1592668	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	278907	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1592668	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	278907	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	1654976	ExcessOfRevenueOverExpenses
Other Increases	115755	OtherIncreases
Subtotal	2049638	Subtotal
Other Decreases	456970	OtherDecreases
Total Net Assets Fund Balances EOY	1592668	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAsset	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
AMERITRADE - HOME DEPOT INC - OPTION SHORT SALE CALL	2000-01-01	2013-07-09	2067	2067	2067
CAPITAL GAINS DIVIDENDS - VANGUARD			13659	13659	13659

Field	Value	IRS element (for citing)
Capital Gain Net Income	15726	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	75314	QualifyingDistributionsYear1
Noncharitable Assets Year1	397117	NoncharitableAssetsYear1
Distribution Ratio Year1	0.189652	DistributionRatioYear1
Qualifying Distributions Year2	164705	QualifyingDistributionsYear2
Noncharitable Assets Year2	367919	NoncharitableAssetsYear2
Distribution Ratio Year2	0.447666	DistributionRatioYear2
Qualifying Distributions Year3	251219	QualifyingDistributionsYear3
Noncharitable Assets Year3	314877	NoncharitableAssetsYear3
Distribution Ratio Year3	0.797832	DistributionRatioYear3
Qualifying Distributions Year4	9886	QualifyingDistributionsYear4
Noncharitable Assets Year4	276141	NoncharitableAssetsYear4
Distribution Ratio Year4	0.035801	DistributionRatioYear4
Qualifying Distributions Year5	203919	QualifyingDistributionsYear5
Noncharitable Assets Year5	200643	NoncharitableAssetsYear5
Distribution Ratio Year5	1.016328	DistributionRatioYear5
Total Distribution Ratio	2.487279	TotalDistributionRatio
Average Distribution Ratio	0.497456	AverageDistributionRatio
Net Noncharitable Assets	2163412	NetNoncharitableAssets
Adjusted Noncharitable Assets	1076202	AdjustedNoncharitableAssets
One Percent Net Investment Income	261	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1076463	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	205538	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	522	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	522	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	522	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1000	EstTaxPaymentsAndOverpayment
Total Credits And Payments	1000	TotalCreditsAndPayments
Penalty For Underpayment	11	PenaltyForUnderpayment
Overpayment	467	Overpayment
Amount Credited To Next Year	0	AmountCreditedToNextYear
Amount To Be Refunded	467	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	0	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	RI	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	NOT APPLICABLE	WebsiteAddress
Books In Care Of Person Name	MARC PERLMAN	BooksInCareOfPersonName
Books In Care Of Phone Number	4012952672	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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 Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
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 Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	NOT APPLICABLE	Description1
Amount1	0	Amount1
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	2143510	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	52847	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	2196357	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	2196357	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	32945	CashDeemedCharitable
Net Noncharitable Assets	2163412	NetNoncharitableAssets
Minimum Investment Return	108171	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	108171	MinimumInvestmentReturn
Tax Based On Investment Income	522	TaxBasedOnInvestmentIncome
Total Tax	522	TotalTax
Distributable Amount Before Adj	107649	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	107649	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	107649	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	205538	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	205538	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	205538	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	107649	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	194855	ExcessDistriCarryoverYear5
Excess Distri Carryover Year3	235637	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	18126	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	504714	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	953332	TotalExcessDistriCarryover
Qualifying Distributions	205538	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	107649	AppliedToCurrentYear
Remaining Distri From Corpus	97889	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	1051221	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	194855	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	856366	ExcessDistriCyovToNextYear
Excess From Year3	235637	ExcessFromYear3
Excess From Year2	18126	ExcessFromYear2
Excess From Year1	504714	ExcessFromYear1
Excess From Current Year	97889	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	MARC PERLMAN	ContributingManager
Contributing Manager	CLAIRE PERLMAN	ContributingManager
Shareholder Manager	MARC PERLMAN	ShareholderManager
Shareholder Manager	CLAIRE PERLMAN	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
CERE
50 STANIFORD STREET SUITE 600	BOSTON	MA	02114	NONE	GENERAL	$10,000
HABITAT FOR HUMANITY INTERNATIONAL
270 PEACHTREE ST NW SUITE 1300	ATLANTA	GA	30303	NONE	GENERAL	$125
JEWISH ALLIANCE OF GREATER RHODE ISLAND
401 ELMGROVE AVENUE	PROVIDENCE	RI	02906	NONE	GENERAL	$19,500
JEWISH NATIONAL FUND
78 RANDALL AVENUE	ROCKVILLE CENTER	NY	11570	NONE	GENERAL	$162,513
OMNI-MED
81 WYMAN ST 1	WABAN	MA	02468	NONE	GENERAL	$2,000
RODMAN RIDE FOR KIDS
10 LINCOLN ROAD	FOXBORO	MA	02035	NONE	GENERAL	$500
TEMPLE SINAI
30 HAGEN AVENUE	CRANSTON	RI	02920	NONE	GENERAL	$10,900

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	205538	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$8	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$11,364	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$15,726	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$27,098	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	27098	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo (9 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType	Noncash Contribution TypeNoncashContributionType
1	ROSALIND PERLMAN	51 TROWBRIDGE DRIVE	NORTH KINGSTOWN	RI	02852	20000	X
2	MARC PERLMAN	180 SHADY COVE ROAD	NORTH KINGSTOWN	RI	02852	85670	X	X
3	MARC PERLMAN	180 SHADY COVE ROAD	NORTH KINGSTOWN	RI	02852	86500	X	X
4	MARC PERLMAN	180 SHADY COVE ROAD	NORTH KINGSTOWN	RI	02852	88131	X	X
5	MARC PERLMAN	180 SHADY COVE ROAD	NORTH KINGSTOWN	RI	02852	170434	X	X
6	MARC PERLMAN	180 SHADY COVE ROAD	NORTH KINGSTOWN	RI	02852	164566	X	X
7	MARC PERLMAN	180 SHADY COVE ROAD	NORTH KINGSTOWN	RI	02852	458272	X	X
8	MARC PERLMAN	180 SHADY COVE ROAD	NORTH KINGSTOWN	RI	02852	235205	X	X
9	MARC PERLMAN	180 SHADY COVE ROAD	NORTH KINGSTOWN	RI	02852	70499	X	X

Noncash Property NoncashProperty (8 entries)

Contributor Number From Part IContributorNumberFromPartI	Noncash Property DescriptionNoncashPropertyDescription	Fair Market ValueFairMarketValue	Date ReceivedDateReceived
2	ALLERGAN INC 1,000 SHS	111155	2013-04-25
3	CABOT OIL AND GAS CORP 2,000 SHS	137650	2013-04-25
4	DUKE ENERGY HOLDINGS CORP 1,666 SHS	125000	2013-04-25
5	ENTERPRISE PRODUCTS PARTNERS LP 4,000 SHS	247480	2013-04-25
6	HOME DEPOT INC COMMON STOCK 3,000 SHS	220487	2013-04-25
7	KINDER MORGAN ENERGY PARTNERS CM LP 6,000 SHS	541884	2013-04-25
8	MARKWEST ENERGY PARTNERS LP COMMON 5,000 SHS	314999	2013-04-25
9	PLAINS ALL AMERICAN PIPELINE LP COMMON 2,000 SHS	115760	2013-04-25

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
VANGUARD HEALTH CARE FUND ADMIRAL SHARES	AT COST	253813	464153
AMERITRADE ACCOUNT #866-300067	AT COST	1291433	1671308

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescription	AmountAmount
PRIOR YEAR ADJUSTMENT TO COST BASIS OF VANGUARD FUND	$1,833
DIFFERENCE BETWEEN COST AND FMV OF DONATED SECURITIES	$455,137

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
NONTAXABLE RETURN OF PARTNERSHIP CAPITAL	$48,105
DIFFERENCE BETWEEN COST AND FMV OF SECURITIES GRANTED	$67,650

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
RI ATTORNEY GENERAL FILING FEES	$50	50	0
FEDERAL TAXES	$948	948	0