Arthur E Sheldon Fam Tr 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
| Arthur E Sheldon Fam Tr | |
| Employer Identification Number (EIN) | 046440962 |
| Name of Organization | Arthur E Sheldon Fam Tr |
| In Care of Name | Shawmut Bank |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,100,582 |
| Amount of Income | $2,301,210 |
| Form 990 Revenue Amount | $137,107 |
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 | $153,622 | $153,622 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $51,495 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-187 | |||
| Other | $102,314 | |||
| Total expenses and disbursements | $118,852 | $16,846 | $0 | $99,758 |
| Compensation of officers, directors, trustees, etc. | $25,867 | |||
| Total operating and administrative expenses | $30,456 | $16,846 | $11,362 | |
| Contributions, gifts, grants paid | $88,396 | |||
| Excess of revenue over expenses and disbursements | $34,770 | |||
| Net investment income | $136,776 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,233,305 | $2,140,798 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,180,396 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $52,909 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,233,305 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $102,314 |
| 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 | $2,736 |
| Total credits and payments | $2,451 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,451 |
| 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 | $285 |
| 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 | $2,111,430 |
| Net value of noncharitable-use assets | $2,079,760 |
| Minimum investment return | $103,988 |
| Distributable Amount (for 2012) | |
| Distributable amount | $101,252 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $101,252 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $89,890 |
| 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 | Arrie & Estelle Bamberger Schol Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $735,081 | |
| 2 | Art & Peg Rolland Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-06 | $198,611 |
| 3 | Arthur & Harriet Wright Memorial Scholarship Trust 72926033 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-04 | $33,896 |
| 4 | Arthur A Houghton Jr Trust Ud Fbo 112061 Tt1-23859300, Vestry Of Wye Parish | PO BOX 1802, Providence, RI 02901-1802 | RI | $395,088 | |
| 5 | Arthur And Patricia Hill Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-11 | $342,720 |
| 6 | Arthur D & Marvis S Rolland Tr Fbo Worthington Council On Aging | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-01 | $103,443 |
| 7 | Arthur D & Marvis S Rolland Tr Fbo Worthington Fire Department | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-01 | $153,764 |
| 8 | Arthur E Coia Scholarship And Education Fund | 410 South Main Street, Providence, RI 02903-2982 | RI | 1996-09 | $184,322 |
| 9 | Arthur E Essmueller Trust 122360 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $389,943 |
| 10 | Arthur E Price Tr Uw Scholarship | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-11 | $2,166 |
| 11 | Arthur E Sheldon Fam Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-10 | $2,301,210 |
| 12 | Arthur E Thornton Cardio-Pulmonary Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-07 | $422,710 |
| 13 | Arthur E Thornton Tr Uw 2 6002373610 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-04 | $252,936 |
| 14 | Arthur H Bolles Trust Uw Fbo Residents Of Washington Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $42,069 |
| 15 | Arthur H Boss Trust Uw 2-1201-00-9 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-03 | $154,126 |
| 16 | Arthur H Boss Trust Uw 2-1202-00-7 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-03 | $35,917 |
| 17 | Arthur H Boss Trust Uw 2-1205-00-0 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $169,737 |
| 18 | Arthur H Boss Trust Uw 2-1206-00-8 C/O Industrial National Bank Of Ri | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-03 | $137,572 |
| 19 | Arthur H Boss Trust Uw 2-1207-00-6 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-03 | $66,242 |
| 20 | Arthur H Boss Trust Uw 2-1209-00-2 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-03 | $36,225 |
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