Ottmar Foundation 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
Ottmar Foundation | |
Employer Identification Number (EIN) | 046224794 |
Name of Organization | Ottmar Foundation |
In Care of Name | Bank Of America |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 01/1970 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $110,896 |
Amount of Income | $54,879 |
Form 990 Revenue Amount | $5,482 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets 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 | $8,533 | $8,533 | $3,662 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $2 | |||
Dividends and interest from securities | $2,998 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $5,533 | |||
Total expenses and disbursements | $30,426 | $847 | $0 | $29,579 |
Compensation of officers, directors, trustees, etc. | $1,412 | |||
Total operating and administrative expenses | $3,226 | $847 | $2,379 | |
Contributions, gifts, grants paid | $27,200 | |||
Excess of revenue over expenses and disbursements | $-21,893 | |||
Net investment income | $7,686 | |||
Adjusted net income | $3,662 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $133,769 | $109,504 |
Cash - non-interest-bearing | $7,585 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $126,184 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $133,769 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $5,533 |
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 | $77 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $77 |
Overpayment | $0 |
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? | No |
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 | $126,311 |
Net value of noncharitable-use assets | $124,420 |
Minimum investment return | $6,221 |
Distributable Amount (for 2012) | |
Distributable amount | $6,144 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $6,144 |
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 | Operative Plasterers & Cement Masons International Association, 40 Pcm | 15 Primrose Dr, Cranston, RI 02921-1260 | RI | 1940-07 | $161,812 |
2 | Opportunities Unlimited For People With Differing Abilities Inc | PO BOX 20123, Cranston, RI 02920-0942 | RI | 1997-12 | $3,119,760 |
3 | Options For Working Parents | 1441 Park Avenue Suite B, Cranston, RI 02920-6632 | RI | 2007-06 | $214,251 |
4 | Ora L Evans Trust Uw Clara V Evans Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $392,599 | |
5 | Order Of Eastern Star Of Rhode Island | 92 Forest Park Drive, North Kingstown, RI 02852 | RI | 1972-09 | $0 |
6 | Order Of Eastern Star Rhode Island, 1 Providence Chapter | 1237 Reservoir Ave, Cranston, RI 02920-6033 | RI | 1972-09 | $154,876 |
7 | Order Of The Eastern Star Of Rhode Island Grand Chapter | 51 Sunrise Ave, West Warwick, RI 02893-4418 | RI | 1941-09 | $112,830 |
8 | Peacemaker Community Usa | 98 Columbia Ave, Cranston, RI 02905 | RI | 2003-11 | $47,467 |
9 | Paul K Richter Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $13,303,446 |
10 | Pillsbury Hospital Residents Trust 31-50261 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1963-12 | $247,832 |
11 | Ottmar Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-01 | $54,879 |
12 | Phoenix Legacy Tr, Mindich Stephen M Ttee | 150 Chestnut Street, Providence, RI 02903-4645 | RI | 2001-08 | $6,826 |
13 | Paul G Mcintire Trust Ud 252501 Fbo University Of Virginia | PO BOX 1802, Providence, RI 02901-1802 | RI | $459,628 | |
14 | Overlook Estate Foundation Inc | 230 Laurel Ave, Providence, RI 02906-5706 | RI | 1998-01 | $340,616 |
15 | Orinda E Hall Tr Uw Various Charities 03845, Bank Of Boston Ct | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $601,713 |
16 | Orr Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1965-03 | $260,010 |
17 | Orville M Kile Fund Ii Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-06 | $228,193 |
18 | Oscar J George Trust 3020001629 | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1975-09 | $1,373,556 |
19 | Oscar L Mitchell Tr No 06426 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $72,787 |
20 | Oscar L Warner Tr Uw Fbo Waterbury Hospital 3301199 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,492,483 |
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