Almira N Simons Trust 1024030 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
| Almira N Simons Trust 1024030 | |
| Employer Identification Number (EIN) | 046008364 |
| Name of Organization | Almira N Simons Trust 1024030 |
| In Care of Name | First Natl Bank Of Boston Tee |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1972 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $876,362 |
| Amount of Income | $463,179 |
| Form 990 Revenue Amount | $83,506 |
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 | $83,506 | $83,506 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $32,248 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $51,258 | |||
| Total expenses and disbursements | $51,618 | $7,400 | $0 | $42,693 |
| Compensation of officers, directors, trustees, etc. | $11,733 | |||
| Total operating and administrative expenses | $14,698 | $7,400 | $5,773 | |
| Contributions, gifts, grants paid | $36,920 | |||
| Excess of revenue over expenses and disbursements | $31,888 | |||
| Net investment income | $76,106 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $898,428 | $911,906 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $809,454 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $45,188 | |
| Other | $43,786 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $898,428 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $51,258 |
| 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 | $1,522 |
| Total credits and payments | $1,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,000 |
| 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 | $522 |
| 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 | $903,780 |
| Net value of noncharitable-use assets | $890,220 |
| Minimum investment return | $44,511 |
| Distributable Amount (for 2012) | |
| Distributable amount | $42,989 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $42,989 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $37,215 |
| 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 | Allegany County Assn For The Blind And Visually Handicapped 70084009 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1980-11 | $65,399 |
| 2 | Allegria Court Inc | 861a Broad St, Providence, RI 02907-1768 | RI | 2000-09 | $402,210 |
| 3 | Allen C Nydegger Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-06 | $393,512 |
| 4 | Allen Ministries Enriching Neighborhoods A M E N Inc | 163 Bellevue Ave, Providence, RI 02907-2767 | RI | 1998-11 | $47,505 |
| 5 | Alliance For Better Long Term Care | 422 Post Rd Ste 204, Warwick, RI 02888-1539 | RI | 1982-03 | $1,034,467 |
| 6 | Alliance For Retired Americans | 94 Cleveland Street, North Provdence, RI 02904-3525 | RI | 2004-01 | $0 |
| 7 | Alliance Francaise | PO BOX 603136, Providence, RI 02906-0136 | RI | 1995-06 | $151,554 |
| 8 | Alliance Of Artists Communities | 144 Westminster St Ste 301, Providence, RI 02903-2216 | RI | 1999-02 | $634,579 |
| 9 | Alma L Robbins Trust C 64, Fleet Bank Nh | PO BOX 1802, Providence, RI 02901-1802 | RI | $166,806 | |
| 10 | Alma Persiani Residuary Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-02 | $425,615 |
| 11 | Almira N Simons Trust 1024030 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-10 | $463,179 |
| 12 | Almon B Cook Scholarship Fund Fleet Bank Of Ma | PO BOX 1802, Providence, RI 02901-1802 | RI | $48,158 | |
| 13 | Almond M Paine Residuary Tr 2 9890 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $270,052 |
| 14 | Alonzo Clark Mather Trust 0930675 95-15c263306 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1937-05 | $901,540 |
| 15 | Alperin Foundation | 170 Westminster St Ste 1050, Providence, RI 02903-2101 | RI | 1957-12 | $637 |
| 16 | Alpha Beta Corporation | PO BOX 5387, Wakefield, RI 02880-5387 | RI | 1977-04 | $464,663 |
| 17 | Alpha Chi Omega Fraternity Inc, Gamma Sigma Chapter | 2783 Kingstown Rd, Kingston, RI 02881-1517 | RI | 1941-09 | $472,686 |
| 18 | Alpha Chi Omega Fraternity Inc | 69 Brown Street Box 1150, Providence, RI 02912 | RI | 1941-09 | $0 |
| 19 | Alpha Chi Omega House Corp | 2783 Kingstown Rd, Kingston, RI 02881-1517 | RI | 1963-11 | $162,385 |
| 20 | Alpha Phi International Fraternity Inc, Iota Delta House Corporation Board | 34 Lower College Rd, Kingston, RI 02881-1308 | RI | 1949-02 | $316,193 |
Organization representatives - add corrected or new information about Almira N Simons Trust 1024030 »
Non-representatives - add comments about Almira N Simons Trust 1024030»