Benson A Ua-Pilgrim Ecclesiastic 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
Benson A Ua-Pilgrim Ecclesiastic | |
Employer Identification Number (EIN) | 066166540 |
Name of Organization | Benson A Ua-Pilgrim Ecclesiastic |
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 | 12/2013 |
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 | $1,164,615 |
Amount of Income | $120,044 |
Form 990 Revenue Amount | $71,270 |
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 | $44,083 | $44,083 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $26,264 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $17,819 | |||
Total expenses and disbursements | $66,988 | $5,992 | $0 | $60,496 |
Compensation of officers, directors, trustees, etc. | $9,395 | |||
Total operating and administrative expenses | $11,095 | $5,992 | $4,603 | |
Contributions, gifts, grants paid | $55,893 | |||
Excess of revenue over expenses and disbursements | $-22,905 | |||
Net investment income | $38,091 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,158,151 | $1,300,316 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $1,110,068 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $48,083 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,158,151 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $17,819 |
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 | $762 |
Total credits and payments | $747 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $747 |
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 | $15 |
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 | $1,295,810 |
Net value of noncharitable-use assets | $1,276,380 |
Minimum investment return | $63,819 |
Distributable Amount (for 2012) | |
Distributable amount | $63,057 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $63,057 |
Undistributed income for 2012. This amount must be distributed in 2013 | $15,522 |
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 | Ann Denicola Tr James Yakovakis Ttee | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1990-08 | $652,552 |
2 | Ann Hendershot Vickery Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-09 | $14,695 |
3 | Anna C F Butler Uw Par11 Hh Et, Hartford Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | $652,514 | |
4 | Anna Cramer Scholarship Tuw 124-20014985, Fleet Bank National Association | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-04 | $39,889 |
5 | Anna F Ardenghi Testa Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-08 | $137,108 |
6 | Anna K Ellen Tr Up 6 B 0003024760 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-02 | $184,202 |
7 | Anna Keim Barsam Foundation Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1992-06 | $672,105 |
8 | Anna M Fulling Chaplaincy Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-08 | $1,722,349 |
9 | Anna M Goodwin Estate Tr 380524 Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $380,437 |
10 | Anna M Posemann Trust Under The Will Of | PO BOX 1802, Providence, RI 02901-1802 | RI | 1978-08 | $93,550 |
11 | Benson A Ua-Pilgrim Ecclesiastic | PO BOX 1802, Providence, RI 02901-1802 | RI | $120,044 | |
12 | Anna Petrie 7 2712 Bo Emmanuel Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $78,411 |
13 | Anna S Corbett Tr T24141 Dtd 7-79 Fbo Carter Mem United Methodist | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $145,237 |
14 | Anna T Sheedy 1990 Tr Fbo Charity Acct No, Bank Of America Na | PO BOX 1802, Providence, RI 02901-1802 | RI | $475,990 | |
15 | Annamaria Saratelli Dipanni Scholarship, Bel Canto Fund | 55 Tremont St, Cranston, RI 02920-2542 | RI | 1990-03 | $2,669 |
16 | Anne A Flint Res Trust Uw Fbo Yale Univ Princeton Univ & Univ Of Cali | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-09 | $2,608,253 |
17 | Co Tuw Anne J Caudal-Charitable | PO BOX 1802, Providence, RI 02901-1802 | RI | 2008-04 | $663,248 |
18 | Anne Leamy Irrv Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | $52,462 | |
19 | Delehanty Ann M Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $123,997 | |
20 | Anne Walker Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $33,195 |
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