Elmer & Mabel Slemons Charitable Trust in Providence, Rhode Island (RI)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Rhode Island
Elmer & Mabel Slemons Charitable Trust | |
Employer Identification Number (EIN) | 911844643 |
Name of Organization | Elmer & Mabel Slemons Charitable Trust |
In Care of Name | Standard Federal Wealth Mgmt |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Foundation | All organizations except 501(c)(3) |
Tax Period | 12/2012 |
Assets | $10,000 to $24,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $10,503 |
Amount of Income | $157,455 |
Form 990 Revenue Amount | $66,231 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Analysis of Revenue and Expenses (for 2012) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $11,712 | $11,712 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $1,191 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $10,521 | |||
Total expenses and disbursements | $362,267 | $1,681 | $0 | $359,333 |
Compensation of officers, directors, trustees, etc. | $2,798 | |||
Total operating and administrative expenses | $5,743 | $1,681 | $2,809 | |
Contributions, gifts, grants paid | $356,524 | |||
Excess of revenue over expenses and disbursements | $-350,555 | |||
Net investment income | $10,031 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $10,503 | $10,503 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $10,503 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $10,503 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $10,521 |
Net capital loss | $0 |
Excise Tax Based on Investment Income (for 2012) | |
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
Tax based on investment income | $100 |
Total credits and payments | $626 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $626 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $0 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
Overpayment | $526 |
Amount to be credited to 2013 estimated tax | $0 |
Statements Regarding Activities (for 2012) | |
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
During the year did the foundation (either directly or indirectly): | |
Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
Agree to pay money or property to a government official? | No |
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
During the year did the foundation pay or incur any amount to: | |
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
Provide a grant to an individual for travel, study, or other similar purposes? | No |
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
Minimum Investment Return (for 2012) | |
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $164,185 |
Net value of noncharitable-use assets | $161,720 |
Minimum investment return | $8,086 |
Distributable Amount (for 2012) | |
Distributable amount | $7,986 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $7,986 |
Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
Private Operating Foundations (for 2012) | |||||
2012 | 2011 | 2010 | 2009 | Total | |
---|---|---|---|---|---|
The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
Value of all assets | $0 | $0 | $0 | $0 | $0 |
Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
Gross investment income | $0 | $0 | $0 | $0 | $0 |
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Other organizations in Rhode Island | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Dorsey B Heer Tr Ua 15 Of Will | PO BOX 1802, Providence, RI 02901-1802 | RI | 1966-06 | $3,850,315 |
2 | Dr Ralph And Marian Falk Medical Research Trust, M James Termondt | PO BOX 1802, Providence, RI 02901-1802 | RI | 1992-07 | $79,277,891 |
3 | Edward H Luehrmann Co Trust Uw No 17366-00-6 | PO BOX 1802, Providence, RI 02901-1802 | RI | $6,335,576 | |
4 | Edward J Baker Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1959-05 | $528,017 |
5 | Edward K Love Conservation Fdn | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $429,394 |
6 | Edward W Morrison Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $653,459 | |
7 | Tuw Eleanor Hills Charitable Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $2,569,528 |
8 | Eliza Mc Millan | PO BOX 1802, Providence, RI 02901-1802 | RI | $270,264 | |
9 | Elizabeth A Straut Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $5,086,317 |
10 | Ellen B Fox Fund 31445408 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $355,660 |
11 | Elmer & Mabel Slemons Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $157,455 | |
12 | Emil Kirchheimer Trust 32 48219 2 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $2,324,990 |
13 | Tuw Emily Burmeister Charitable | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,842,794 | |
14 | Eugene F Williams Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1966-10 | $38,001 |
15 | E Stanley And Alice M Wright Foundation Mawogo4 Tru Kalloch | PO BOX 1802, Providence, RI 02901-1802 | RI | 1984-12 | $38,444 |
16 | Elms Foundation | 244 Gano St, Providence, RI 02906-4027 | RI | 1991-05 | $3,813,455 |
17 | Emily E F Skeel Trusts Fbo Sleepy Hollow Cemetary | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,624 | |
18 | Edith Geheeb-Cassirer Foundation | 180 Biscuit City Rd, Kingston, RI 02881-1639 | RI | 1985-09 | $84,428 |
19 | Donald Salmanson Foundation | 155 South Main Street, Providence, RI 02903-2963 | RI | 1985-05 | $670,954 |
20 | Donate Shop | 400 Warwick Avenue Unit 14, Warwick, RI 02888 | RI | 1996-09 | $0 |
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