STRATEGY STUDIO / PUBLIC DATA EXPLORER

RM2 FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
RM2 FOUNDATION (EIN 05-0494286)
Tax period
2011-12-01 to 2012-11-30
Filed
2013-02-01
IRS object ID
201330329349100503
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-02-01T10:54:17-06:00Timestamp
Tax Period End Date2012-11-30TaxPeriodEndDate
Return Type990PFReturnType
Tax Period Begin Date2011-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN050494286EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RM2 FOUNDATION CO MARC PERLMANBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlRM2FNameControl
Phone4012788700Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1375 COMMERCE PARK ROADAddressLine1
CityNORTH KINGSTOWNCity
StateRIState
ZIP Code02852ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARC PERLMANName
TitleTRUSTEETitle
Phone4012952672Phone
Date Signed2013-02-01DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY372842FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss15000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss19InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm19InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss7631DividendsRevAndExpnss
Dividends Net Invst Incm7631DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss24532NetGainSaleAssetsRevAndExpnss
Gross Sales Price139781GrossSalesPrice
Capital Gain Net Incm Net Invst Incm24532CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses47182TotalRevenueAndExpenses
Total Net Investment Income32182TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Prof Fees Rev And Expnss170OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm170OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss136TaxesRevAndExpnss
Taxes Net Invst Incm136TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss306TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm306TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss75314ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps75314ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss75620TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm306TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps75314TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-28438ExcessOfRevenueOverExpenses
Net Investment Income31876NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY960CashBOY
Cash EOY43149CashEOY
Cash EOYFMV43149CashEOYFMV
Savings And Temp Cash Invst BOY10132SavingsAndTempCashInvstBOY
Investments Other BOY296253InvestmentsOtherBOY
Investments Other EOY235758InvestmentsOtherEOY
Investments Other EOYFMV329693InvestmentsOtherEOYFMV
Total Assets BOY307345TotalAssetsBOY
Total Assets EOY278907TotalAssetsEOY
Total Assets EOYFMV372842TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY1075327CapitalStockBOY
Capital Stock EOY1075327CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY-767982RetainedEarningsBOY
Retained Earnings EOY-796420RetainedEarningsEOY
Total Net Assets BOY307345TotalNetAssetsBOY
Total Net Assets EOY278907TotalNetAssetsEOY
Total Liabilities Net Assets BOY307345TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY278907TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY307345TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-28438ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal278907Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY278907TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
US TRUST ACCOUNT 011008510097- DETAIL AVAILABLE UPON REQUESTP2012-11-302012-11-30402843869415901590
US TRUST ACCOUNT 011008510097- DETAIL AVAILABLE UPON REQUESTP2012-11-302012-11-3090018765551346313463
PROCEEDS RECEIVED FROM SECURITY LITIGATIONP2012-11-302012-11-30274274274
CAPITAL GAINS DIVIDENDSP920592059205
FieldValueIRS element (for citing)
Capital Gain Net Income24532CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1164705QualifyingDistributionsYear1
Noncharitable Assets Year1367919NoncharitableAssetsYear1
Distribution Ratio Year10.447666DistributionRatioYear1
Qualifying Distributions Year2251219QualifyingDistributionsYear2
Noncharitable Assets Year2314877NoncharitableAssetsYear2
Distribution Ratio Year20.797832DistributionRatioYear2
Qualifying Distributions Year39886QualifyingDistributionsYear3
Noncharitable Assets Year3276141NoncharitableAssetsYear3
Distribution Ratio Year30.035801DistributionRatioYear3
Qualifying Distributions Year4203919QualifyingDistributionsYear4
Noncharitable Assets Year4200643NoncharitableAssetsYear4
Distribution Ratio Year41.016328DistributionRatioYear4
Qualifying Distributions Year598132QualifyingDistributionsYear5
Noncharitable Assets Year5371006NoncharitableAssetsYear5
Distribution Ratio Year50.264502DistributionRatioYear5
Total Distribution Ratio2.562129TotalDistributionRatio
Average Distribution Ratio0.512426AverageDistributionRatio
Net Noncharitable Assets397117NetNoncharitableAssets
Adjusted Noncharitable Assets203493AdjustedNoncharitableAssets
One Percent Net Investment Income319OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One203812AdjNonchrtblAssetsAndOnePct
Qualifying Distributions75314QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax638InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal638Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income638TaxBasedOnInvestmentIncome
Tax Paid With Extension0TaxPaidWithExtension
Total Credits And Payments0TotalCreditsAndPayments
Penalty For Underpayment14PenaltyForUnderpayment
Tax Due652TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithRIStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMARC PERLMANBooksInCareOfPersonName
Books In Care Of Phone Number4012952672BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1180 SHADY COVE ROADAddressLine1
CityNORTH KINGSTOWNCity
StateRIState
ZIP Code02852ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MARC PERLMAN
180 SHADY COVE ROADNORTH KINGSTOWNRI02852TRUSTEE0.00000
CLAIRE PERLMAN
180 SHADY COVE ROADNORTH KINGSTOWNRI02852TRUSTEE0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1
Amount10Amount1
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities381589AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances21575AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets403164TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets403164AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable6047CashDeemedCharitable
Net Noncharitable Assets397117NetNoncharitableAssets
Minimum Investment Return19856MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return19856MinimumInvestmentReturn
Tax Based On Investment Income638TaxBasedOnInvestmentIncome
Total Tax638TotalTax
Distributable Amount Before Adj19218DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded19218DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted19218DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions75314ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions75314QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions75314AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted19218DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year580368ExcessDistriCarryoverYear5
Excess Distri Carryover Year4194855ExcessDistriCarryoverYear4
Excess Distri Carryover Year2235637ExcessDistriCarryoverYear2
Excess Distri Carryover Year118126ExcessDistriCarryoverYear1
Total Excess Distri Carryover528986TotalExcessDistriCarryover
Qualifying Distributions75314QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year19218AppliedToCurrentYear
Remaining Distri From Corpus56096RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus585082TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year580368ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year504714ExcessDistriCyovToNextYear
Excess From Year4194855ExcessFromYear4
Excess From Year2235637ExcessFromYear2
Excess From Year118126ExcessFromYear1
Excess From Current Year56096ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityProvince Or StateRecipientForeignAddress/ProvinceOrStateCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCode
JEWISH ALLIANCE OF GREATER RHODE ISLAND
401 ELMGROVE AVENUEPROVIDENCERI02906NONEGENERAL$269
MAKING STRIDES AGAINST BREAST CANCER
30 HAGEN AVENUECRANSTONRI02920NONEGENERAL$500
JEWISH NATIONAL FUND
78 RANDALL AVENUEROCKVILLE CENTERNY11570NONEGENERAL$54,673
TEMPLE SINAI
30 HAGEN AVENUECRANSTONRI02920NONEGENERAL$3,525
CERE
50 STANIFORD STREET SUITE 600BOSTONMA02114NONEGENERAL$10,000
ST JUDE'S HOSPITAL
262 DANNY THOMAS PLMEMPHISTN38105NONEGENERAL$1,000
PROVIDENCE AFTER SCHOOL ALLIANCE
140 BROADWAYPROVIDENCERI02903NONEGENERAL$400
OMNI-MED
81 WYMAN ST 1WABANMA02468NONEGENERAL$1,000
FESTIVAL BALLET
825 HOPE STREETPROVIDENCERI02906NONEGENERAL$2,500
ROCKY HILL SCHOOL
530 IVES ROADEAST GREENWICHRI02818NONEGENERAL$1,075
HABITAT FOR HUMANITY INTERNATIONAL
270 PEACHTREE ST NW SUITE 1300ATLANTAGA30303NONEGENERAL$50
THE LEUKEMIA & LYMPHOMA SOCIETY NATIONAL OFFICE
1311 MAMARONECK AVENUE SUITE 310WHITE PLAINSNY10605NONEGENERAL$50
MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA
706 HADDONFIELD ROADCHERRY HILLNJ08002NONEGENERAL$200
CAMP SIMCHA
151 WEST 30TH STREETNEW YORKNY10001NONEGENERAL$36
REUFAH YESHUAH
NONEGENERAL$3611 BETH HALEVYBOISBRIANDQUEBECCAJ7E4H4
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year75314TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$19ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$19ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA19TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
1MARC AND CLAIRE PERLMAN180 SHADY COVE ROADNORTH KINGSTOWNRI028525000X
2ROSALIND PERLMAN51 TROWBRIDGE DRIVENORTH KINGSTOWNRI0285210000X

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemVANGUARD HEALTH CARE FUND ADMIRAL SHARESCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value235758BookValue
EOYFMV329693EOYFMV

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategory
Amount$170Amount
Net Investment Income170NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
SECRETARY OF STATE ANNUAL FEE$86860
RI ATTORNEY GENERAL$50500