RM2 FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- RM2 FOUNDATION (EIN 05-0494286)
- Tax period
- 2010-12-01 to 2011-11-30
- Filed
- 2012-10-12
- IRS object ID
- 201242869349100754
- Schema version
- 2010v3.2
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-12T15:47:27-05:00 | Timestamp |
| Tax Period End Date | 2011-11-30 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-12-01 | 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 | 4012788700 | 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 | 2012-10-12 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 372266 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 163794 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 94 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 94 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 6931 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6931 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6861 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 11181 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6861 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 177680 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13886 | 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 |
| Other Prof Fees Rev And Expnss | 231 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 231 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 171 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 171 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 402 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 402 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 164705 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 164705 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 165107 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 402 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 164705 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 12573 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13484 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1411 | CashBOY |
| Cash EOY | 960 | CashEOY |
| Cash EOYFMV | 960 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1580 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10132 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10132 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 291781 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 296253 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 361174 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 294772 | TotalAssetsBOY |
| Total Assets EOY | 307345 | TotalAssetsEOY |
| Total Assets EOYFMV | 372266 | 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 | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -780555 | RetainedEarningsBOY |
| Retained Earnings EOY | -767982 | RetainedEarningsEOY |
| Total Net Assets BOY | 294772 | TotalNetAssetsBOY |
| Total Net Assets EOY | 307345 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 294772 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 307345 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 294772 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 12573 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 307345 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 307345 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 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 |
|---|---|---|---|---|---|---|---|
| COLUMBIA FDS SERIES TRUST I VALUE FUND - 37.65 SHARES | P | 2008-02-13 | 2011-04-05 | 2018 | 2056 | -38 | -38 |
| COLUMBIA FDS SERIES TRUST I VALUE FUND - 20.53 SHARES | P | 2009-11-25 | 2011-04-05 | 1100 | 879 | 221 | 221 |
| HEWLETT PACKARD - 50 SHARES | P | 2005-09-14 | 2011-08-22 | 1221 | 1385 | -164 | -164 |
| SECURITY LITIGATION PROCEEDS REC'D | P | 2011-03-07 | 2011-03-07 | 1018 | 1018 | 1018 | |
| CAPITAL GAINS DIVIDENDS | P | 5824 | 5824 | 5824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6861 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 251219 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 314877 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.797832 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 9886 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 276141 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.035801 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 203919 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 200643 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.016328 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 98132 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 371006 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.264502 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 116129 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 537975 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.215863 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.330326 | TotalDistributionRatio |
| Average Distribution Ratio | 0.466065 | AverageDistributionRatio |
| Net Noncharitable Assets | 367919 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 171474 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 135 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 171609 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 164705 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 270 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 270 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 270 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 270 | 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 | 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 | N/A | 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 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 366968 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6554 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 373522 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 373522 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5603 | CashDeemedCharitable |
| Net Noncharitable Assets | 367919 | NetNoncharitableAssets |
| Minimum Investment Return | 18396 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 18396 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 270 | TaxBasedOnInvestmentIncome |
| Total Tax | 270 | TotalTax |
| Distributable Amount Before Adj | 18126 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 18126 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 18126 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 164705 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 164705 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 164705 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 18126 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 89420 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 80368 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 194855 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 235637 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 600280 | TotalExcessDistriCarryover |
| Qualifying Distributions | 164705 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 18126 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 146579 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 746859 | 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 | 89420 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 657439 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 80368 | ExcessFromYear4 |
| Excess From Year3 | 194855 | ExcessFromYear3 |
| Excess From Year1 | 235637 | ExcessFromYear1 |
| Excess From Current Year | 146579 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BIRTHRIGHT USRAEL FOUNDATION | ||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | NONE | GENERAL | $10,000 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| 1701 NORTH BEURAGARD STREET | ALEXANDRIA | VA | 22311 | NONE | GENERAL | $250 |
| THE CHORUS OF EAST PROVIDENCE | ||||||
| PO BOX 14563 | EAST PROVIDENCE | RI | 02914 | NONE | GENERAL | $50 |
| BOSTON MEDICAL CENTER | ||||||
| 660 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | GENERAL | $10,000 |
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | ||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | NONE | GENERAL | $13,000 |
| JEWISH NATIONAL FUND | ||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTER | NY | 11570 | NONE | GENERAL | $25,730 |
| MAKING STRIDES AGAINST BREAST CANCER | ||||||
| 30 HAGEN AVENUE | CRANSTON | RI | 02920 | NONE | GENERAL | $500 |
| PARKINSON'S UNITY WALK | ||||||
| PO BOX 275 | KINGSTON | NJ | 08528 | NONE | GENERAL | $250 |
| TEMPLE SINAI | ||||||
| 30 HAGEN AVENUE | CRANSTON | RI | 02920 | NONE | GENERAL | $4,650 |
| TRINITY REPERTORY THEATRE | ||||||
| 201 WASHINGTON STREET | PROVIDENCE | RI | 02903 | NONE | GENERAL | $50,000 |
| URI FOUNDATION | ||||||
| 79 UPPER COLLEGE ROAD | KINGSTON | RI | 02882 | NONE | GENERAL | $50,200 |
| NORTH KINGSTOWN YOUTH SERVICES | ||||||
| 8166 POST ROAD | NORTH KINGSTOWN | RI | 02852 | NONE | GENERAL | $75 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 164705 | 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 | $94 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,931 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,824 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $12,849 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 12849 | 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 (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | MARC AND CLAIRE PERLMAN | 180 SHADY COVE ROAD | NORTH KINGSTOWN | RI | 02852 | 70000 | X |
| 2 | ALAN AND ANN PERLMAN | 121 HIDDEN MERE LANE | NORTH KINGSTOWN | RI | 02852 | 78794 | X |
| 3 | ROSALIND PERLMAN | 51 TROWBRIDGE DRIVE | NORTH KINGSTOWN | RI | 02852 | 15000 | X |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BANK OF AMERICA MARKETABLE SECURITIES | 76555 | 80056 |
| VANGUARD HEALTH CARE FUND ADMIRAL SHARES | 219698 | 281118 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| SECRETARY OF STATE ANNUAL FEE | 150 | 150 | 0 |
| MISCELLANEOUS | 21 | 21 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $231 | Amount |
| Net Investment Income | 231 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |