PICERNE CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PICERNE CHARITABLE TRUST (EIN 05-0487100)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-06-28
- IRS object ID
- 201331799349100408
- Schema version
- 2011v1.5
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-28T12:24:48-05:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453994797 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LGC&D LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN WEYBOSSET STREET - SUITE 700 | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050487100 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PICERNE CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PICE | NameControl |
| Phone | 4017323700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 EAST MISSOURI AVE 100 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85014 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD R S PICERNE | Name |
| Title | TRUSTEE | Title |
| Phone | 4017323700 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JERROLD DORFMAN | Name |
| PTIN | P00064325 | PTIN |
| Phone | 4014214800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2683766 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1054604 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 53697 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 53697 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 19285 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 94416 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 19285 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1127586 | TotalRevenueAndExpenses |
| Total Net Investment Income | 72982 | 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 |
| Accounting Fees Rev And Expnss | 64 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 260 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 56 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 380 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 154800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 154800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 155180 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 154800 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 972406 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 72982 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 961 | CashBOY |
| Cash EOY | 10836 | CashEOY |
| Cash EOYFMV | 10835 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 95762 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 78820 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 78820 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 678495 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1657968 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2594111 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 775218 | TotalAssetsBOY |
| Total Assets EOY | 1747624 | TotalAssetsEOY |
| Total Assets EOYFMV | 2683766 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 775218 | RetainedEarningsBOY |
| Retained Earnings EOY | 1747624 | RetainedEarningsEOY |
| Total Net Assets BOY | 775218 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1747624 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 775218 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1747624 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 775218 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 972406 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1747624 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1747624 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 1000 SHS MERCK & CO INC NEW COM | P | 1996-04-22 | 2011-12-22 | 37393 | 29327 | 8066 | 8066 |
| 1700 SHS SEADRILL LTD | P | 2011-08-08 | 2012-05-31 | 57023 | 45804 | 11219 | 11219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 19285 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 74600 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1569641 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047527 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 145500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1603270 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.090752 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 315637 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1429276 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.220837 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 267181 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2564631 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.104179 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 205932 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3596584 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.057258 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.520553 | TotalDistributionRatio |
| Average Distribution Ratio | 0.104111 | AverageDistributionRatio |
| Net Noncharitable Assets | 1694186 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 176383 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 730 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 177113 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 154800 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1460 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1460 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1460 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 776 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 776 | TotalCreditsAndPayments |
| Tax Due | 684 | TaxDue |
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 | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | AZ | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROBERT HADLEY CO PICERNE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4017323700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 LAMBERT LIND HWY | AddressLine1 |
| City | WARWICK | City |
| State | RI | State |
| ZIP Code | 02886 | 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD RS PICERNE | ||||||||
| 1420 E MISSOURI AVE STE 100 | PHOENIX | AZ | 85014 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| DAVID R PICERNE | ||||||||
| 1420 E MISSOURI AVE STE 100 | PHOENIX | AZ | 85014 | TREASURER | 1.00 | 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) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1619659 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 100327 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1719986 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1719986 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25800 | CashDeemedCharitable |
| Net Noncharitable Assets | 1694186 | NetNoncharitableAssets |
| Minimum Investment Return | 84709 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 84709 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1460 | TaxBasedOnInvestmentIncome |
| Total Tax | 1460 | TotalTax |
| Distributable Amount Before Adj | 83249 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 83249 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 83249 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 154800 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 154800 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 154800 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 83249 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 29785 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 147187 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 249899 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 66628 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 493499 | TotalExcessDistriCarryover |
| Qualifying Distributions | 154800 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 83249 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 71551 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 565050 | 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 | 29785 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 535265 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 147187 | ExcessFromYear4 |
| Excess From Year3 | 249899 | ExcessFromYear3 |
| Excess From Year2 | 66628 | ExcessFromYear2 |
| Excess From Current Year | 71551 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD RS PICERNE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| WALKING IN LOVE INC | ||||||
| 447 S NOVA ROAD | ORMOND BEACH | FL | 32174 | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $50,000 |
| HARVARD UNIVERSITY | ||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $500 |
| OUR FAMILY FOR FAMILIES FIRST | ||||||
| 1405 S COUNTY TRAIL SUITE 530 | E GREENWICH TRAIL | RI | 02852 | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $1,250 |
| SERVANT HEART MINISTRIES | ||||||
| 12340 KIRBY SMITH RD | ORLANDO | FL | 32832 | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $100 |
| THE BRADLEY HOSPITAL FOUNDATION | ||||||
| PO BOX H | PROVIDENCE | RI | 02901 | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $5,000 |
| BOSTON COLLEGE LAW SCHOOL | ||||||
| 855 CENTER STREET | NEWTON | MA | 02459 | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $70,000 |
| ST PATRICK ACADEMY | ||||||
| 244 SMITH STREET | PROVIDENCE | RI | 02908 | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $7,500 |
| WARWICK NATIONAL LITTLE LEAGUE | ||||||
| 15 PARK ROW WEST 3RD FLOOR | PROVIDENCE | RI | 02908 | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $200 |
| YEAR UP PROVIDENCE | ||||||
| 10 DORRANCE STREET | PROVIDENCE | RI | 02903 | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $1,000 |
| THE GRODEN CENTER | ||||||
| 86 MOUNT HOPE STEET | PROVIDENCE | RI | 02906 | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $500 |
| THE SAN MIGUEL SCHOOL | ||||||
| 525 BRANCH AVENUE | PROVIDENCE | RI | 02904 | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $8,500 |
| FRIARS FOREVER FUND | ||||||
| 333 EATON STREET | PROVIDENCE | RI | 02908 | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $10,000 |
| BROWN ATHLETICS HALL OF FAME | ||||||
| PO BOX 1925 | PROVIDENCE | RI | 02912 | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 154800 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $53,697 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $19,285 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $72,982 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 72982 | 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 | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | RONALD R S PICERNE | 6737 NORTH 60TH STREET | PARADISE VALLEY | AZ | 85253 | 109952 | X |
| 2 | RONALD R S PICERNE | 6737 NORTH 60TH STREET | PARADISE VALLEY | AZ | 85253 | 100992 | X |
| 3 | RONALD R S PICERNE | 6737 NORTH 60TH STREET | PARADISE VALLEY | AZ | 85253 | 105200 | X |
| 4 | RONALD R S PICERNE | 6737 NORTH 60TH STREET | PARADISE VALLEY | AZ | 85253 | 104340 | X |
| 5 | RONALD R S PICERNE | 6737 NORTH 60TH STREET | PARADISE VALLEY | AZ | 85253 | 110943 | X |
| 6 | RONALD R S PICERNE | 6737 NORTH 60TH STREET | PARADISE VALLEY | AZ | 85253 | 104385 | X |
| 7 | RONALD R S PICERNE | 6737 NORTH 60TH STREET | PARADISE VALLEY | AZ | 85253 | 103168 | X |
| 8 | RONALD R S PICERNE | 6737 NORTH 60TH STREET | PARADISE VALLEY | AZ | 85253 | 105024 | X |
| 9 | RONALD R S PICERNE | 6737 NORTH 60TH STREET | PARADISE VALLEY | AZ | 85253 | 210600 | X |
Noncash Property NoncashProperty (9 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 3200 SHS AT&T INC | 109952 | 2012-11-23 |
| 2 | 1200 SHS CATERPILLAR INC | 100992 | 2012-11-23 |
| 3 | 5000 SHS GENERAL ELECTRIC CO | 105200 | 2012-11-23 |
| 4 | 1500 SHS JOHNSON & JOHNSON | 104340 | 2012-11-23 |
| 5 | 2700 SHS JPMORGAN CHASE & CO | 110943 | 2012-11-23 |
| 6 | 1500 SHS PROCTER & GAMBLE | 104385 | 2012-11-23 |
| 7 | 1600 SHS TARGET CORPORATION | 103168 | 2012-11-23 |
| 8 | 2400 SHS VERIZON COMMUNICATIONS | 105024 | 2012-11-23 |
| 9 | 3000 SHS WALMART STORES INC | 210600 | 2012-11-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $64 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MARKETABLE SECURITIES | NameOfStock |
| EOY Book Value | 1657968 | EOYBookValue |
| EOYFMV | 2594111 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 56 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | Category |
| Amount | $260 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |