Adelaide Roberts 40-27504 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
| Adelaide Roberts 40-27504 | |
| Employer Identification Number (EIN) | 056007066 |
| Name of Organization | Adelaide Roberts 40-27504 |
| 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 | 11/1974 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,205,841 |
| Amount of Income | $376,629 |
| Form 990 Revenue Amount | $131,588 |
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 | $80,085 | $80,085 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $40,465 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-705 | |||
| Other | $40,325 | |||
| Total expenses and disbursements | $69,347 | $10,878 | $0 | $56,461 |
| Compensation of officers, directors, trustees, etc. | $16,717 | |||
| Total operating and administrative expenses | $20,558 | $10,878 | $7,672 | |
| Contributions, gifts, grants paid | $48,789 | |||
| Excess of revenue over expenses and disbursements | $10,738 | |||
| Net investment income | $69,207 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,228,454 | $1,227,151 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,088,187 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $65,226 | |
| Other | $75,041 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,228,454 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $40,325 |
| 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 | $692 |
| Total credits and payments | $1,205 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,205 |
| 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 | $513 |
| Amount to be credited to 2013 estimated tax | $513 |
| 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 | $1,182,039 |
| Net value of noncharitable-use assets | $1,164,300 |
| Minimum investment return | $58,215 |
| Distributable Amount (for 2012) | |
| Distributable amount | $57,523 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $57,523 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $11,694 |
| 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 | Action Based Enterprises Inc | 141 Main St, Woonsocket, RI 02895-4330 | RI | 2003-05 | $1,897,185 |
| 2 | Action Learning International | 33 North St, Cranston, RI 02920-1722 | RI | 2008-03 | $69,033 |
| 3 | Ada B Darling Tr U W | PO BOX 1802, Providence, RI 02901-1802 | RI | $100,147 | |
| 4 | Addie Avery Thomas Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $26,653 | |
| 5 | Addie P Nelson Trust Uw | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1971-09 | $51,802 |
| 6 | Additon Scholarship Fund | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1963-01 | $248,698 |
| 7 | Adela A Tucker Uw 211-099008545936 | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,245,514 | |
| 8 | Adelaide B Howland U Deed 1-2936-3 1st Natl Bk Of Boston, Bankboston Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-01 | $75,490 |
| 9 | Adelaide Dawson Lynch Memorial Tr Gr Robert M Lynch Acct No 0430576, Tarzwell Gayle F Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1994-12 | $336,455 |
| 10 | Adelaide Pearson 1-2419-0 C/O 1st Nat Bk Of Boston Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-04 | $133,914 |
| 11 | Adelaide Roberts 40-27504 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-11 | $376,629 |
| 12 | Adelante Inc | 861a Broad St, Providence, RI 02907-1768 | RI | 2007-12 | $589,901 |
| 13 | Adele R Decof Foundation | One Smith Hill, Providence, RI 02903 | RI | 2001-11 | $412,496 |
| 14 | Adeline Laplante Memorial Center | PO BOX 56, Peace Dale, RI 02883-0056 | RI | 1982-04 | $3,715,514 |
| 15 | Adella H & Alfred T Giller Char Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-01 | $111,660 |
| 16 | Adolf Frederick Lang Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1996-07 | $1,981,483 |
| 17 | Adopt A Doctor | 101 Dyer St Fl 2, Providence, RI 02903-3926 | RI | 2014-08 | $19,555 |
| 18 | Adopt-A-Family | PO BOX 7665, Cumberland, RI 02864-0897 | RI | 1995-08 | $33,595 |
| 19 | Adoption Homestudy Service Agency | Po Box 4824, Rumford, RI 02916 | RI | 2006-10 | $0 |
| 20 | Adoption Rhode Island | 2 Bradford St, Providence, RI 02903-1092 | RI | 1985-03 | $1,406,367 |
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