Ahrens 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
| Ahrens Charitable Trust | |
| Employer Identification Number (EIN) | 066316388 |
| Name of Organization | Ahrens Charitable Trust |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $761,590 |
| Amount of Income | $263,352 |
| Form 990 Revenue Amount | $60,982 |
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 | $52,654 | $52,584 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $21,227 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-159 | |||
| Other | $31,586 | |||
| Total expenses and disbursements | $43,620 | $7,403 | $0 | $35,712 |
| Compensation of officers, directors, trustees, etc. | $11,478 | |||
| Total operating and administrative expenses | $13,344 | $7,403 | $5,436 | |
| Contributions, gifts, grants paid | $30,276 | |||
| Excess of revenue over expenses and disbursements | $9,034 | |||
| Net investment income | $45,181 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $776,580 | $790,681 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $667,390 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $55,282 | |
| Other | $53,908 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $776,580 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $31,586 |
| 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 | $904 |
| Total credits and payments | $540 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $540 |
| 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 | $364 |
| 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? | 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 | $776,915 |
| Net value of noncharitable-use assets | $765,260 |
| Minimum investment return | $38,263 |
| Distributable Amount (for 2012) | |
| Distributable amount | $37,359 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $37,359 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $6,245 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
| Amvets, Amvets Dept Of Rhode Island in Providence, RI |
Help For The Children Inc in Providence, RI
   |
|
Glenwood Cemetery Co Inc in East Greenwich, RI
|
| Pari Independent Living Center Inc in Pawtucket, RI |
|
Tri-City Alcoholic Rehabilitation Association, Tara Club in Hapeville, GA
|
|
Decatur Youth Enrichment Association in Decatur, AL
|
|
Blue Water Pregnancy Care Center in Port Huron, MI
|
|
Abundant Grace Praise & Worship Church in Houston, TX
|
|
Milwaukee Sharon Junior Academy, Lake Region Conference Of Seventh-D in Milwaukee, WI
|
| Vietnam Veterans Of America Inc in Columbia, SC |
| Other organizations in Rhode Island | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Adopt-A-Family | PO BOX 7665, Cumberland, RI 02864-0897 | RI | 1995-08 | $33,595 |
| 2 | Adoption Homestudy Service Agency | Po Box 4824, Rumford, RI 02916 | RI | 2006-10 | $0 |
| 3 | Adoption Rhode Island | 2 Bradford St, Providence, RI 02903-1092 | RI | 1985-03 | $1,406,367 |
| 4 | Adult Day Center Of Westerly Inc | 5 Union St, Westerly, RI 02891-2131 | RI | 1980-12 | $608,985 |
| 5 | Advent House | 102 Linwood Ave, Providence, RI 02909-2313 | RI | 1981-12 | $591,101 |
| 6 | Adventure Zone | PO BOX 339, Coventry, RI 02816-0006 | RI | 2005-03 | $40,378 |
| 7 | Stella Amoah Cancer Foundation Sacf | 27 Gem St, N Providence, RI 02904-4805 | RI | 2003-08 | $1 |
| 8 | Aged & Indigent Womens Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1945-01 | $380,960 |
| 9 | Ahepa 245 Inc | 158 Ethel Drive, Portsmouth, RI 02871 | RI | 1987-08 | $519,509 |
| 10 | Ahepa 245-Ii Inc | 87 Girard Road, Newport, RI 02840-1191 | RI | 1995-06 | $343,947 |
| 11 | Ahrens Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $263,352 | |
| 12 | Aida Trapier Trust 08976 Fbo St Albans School, Trapier Aida Co-Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | $82,041 | |
| 13 | Aids Care Ocean State Inc | 18 Parkis Ave, Providence, RI 02907-1497 | RI | 1989-03 | $3,602,412 |
| 14 | Aids Project Rhode Island Inc | PO BOX 6688, Providence, RI 02940-6688 | RI | 1986-09 | $183,073 |
| 15 | Aim High Gymnastics Parents Association | 3355 S County Trl, E Greenwich, RI 02818-1434 | RI | 2000-12 | $362,716 |
| 16 | Alabama Automobile Insurance Plan | C/O Aipso 302 Central Avenue, Johnston, RI 02919-4932 | RI | 1953-04 | $869 |
| 17 | Alan C Salmanson Foundation | 155 South Main Street, Providence, RI 02903-2963 | RI | 1985-05 | $211 |
| 18 | Alaska Automobile Assigned Risk Plan | C/O Aipso 302 Central Avenue, Johnston, RI 02919 | RI | 1993-03 | $69,704 |
| 19 | Tuw Alban B & Edna B Nixonfund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $2,452,755 |
| 20 | Albert & Florence Whitley Memorial Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-07 | $198,131 |
Organization representatives - add corrected or new information about Ahrens Charitable Trust »
Non-representatives - add comments about Ahrens Charitable Trust»