Atwater Meml Library Endowment Fund 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
| Atwater Meml Library Endowment Fund | |
| Employer Identification Number (EIN) | 066021481 |
| Name of Organization | Atwater Meml Library Endowment Fund |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Endowment fund or financial services, Other school related activities, Library |
| Subsection | Charitable Organization |
| Ruling Date | 03/1944 |
| 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 | $791,625 |
| Amount of Income | $384,951 |
| Form 990 Revenue Amount | $45,373 |
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 | $54,860 | $53,511 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $20,222 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $702 | |||
| Other | $33,936 | |||
| Total expenses and disbursements | $43,358 | $7,105 | $0 | $36,253 |
| Compensation of officers, directors, trustees, etc. | $10,828 | |||
| Total operating and administrative expenses | $12,281 | $7,105 | $5,176 | |
| Contributions, gifts, grants paid | $31,077 | |||
| Excess of revenue over expenses and disbursements | $11,502 | |||
| Net investment income | $46,406 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $770,570 | $795,595 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $748,801 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $21,769 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $770,570 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $33,936 |
| 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 | $464 |
| Total credits and payments | $776 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $776 |
| 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 | $312 |
| Amount to be credited to 2013 estimated tax | $312 |
| 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 | $768,522 |
| Net value of noncharitable-use assets | $757,000 |
| Minimum investment return | $37,850 |
| Distributable Amount (for 2012) | |
| Distributable amount | $37,386 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $37,386 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $7,387 |
| 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 | Association Of Clerical-Technicals Uri-Nea | 94 W Alumni Ave 102, Kingston, RI 02881-2016 | RI | $144,353 | |
| 2 | Association Of Clinical Research Professionals | 271 Pine Swamp Road, Cumberland, RI 02864 | RI | 1984-12 | $0 |
| 3 | Association Of Independent Colleges And Universities Of Rhode Island | 30 Exchange Ter, Providence, RI 02903-1748 | RI | 1979-05 | $556,530 |
| 4 | Association Of Independent Colleges Of Art And Design Inc | 236 Hope St, Providence, RI 02906-2212 | RI | 1992-01 | $1,267,089 |
| 5 | Association Of Marina Industries | 48 Water St, Warren, RI 02885-3034 | RI | 2005-02 | $969,938 |
| 6 | Association Of New England Title Agents Inc | 50 Jordan St, East Providence, RI 02914-1242 | RI | 2006-06 | $55,000 |
| 7 | Association Of Notre Dame Clubs Inc | 6 Fernwood Drive, Bristol, RI 02809 | RI | 1983-07 | $17,414 |
| 8 | Association Of Providence Public School And Staff Administrators, Local 5 Afl-Cio | 434 Mount Pleasant Ave, Providence, RI 02908-3302 | RI | 1987-07 | $68,634 |
| 9 | Asylum Ave Baptist Church Trust Uw 1008705010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $209,810 | |
| 10 | Atraves U S Inc | 30 Hudson St # 2, Providence, RI 02909-1707 | RI | 2008-04 | $125,936 |
| 11 | Atwater Meml Library Endowment Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1944-03 | $384,951 |
| 12 | August H & Winifred M Reike Fdn Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-08 | $113,964 |
| 13 | August R & Marie A Fasolino Memorial Foundation Inc | 575 Shore Acres Ave, N Kingstown, RI 02852-4533 | RI | 1995-10 | $236 |
| 14 | Augusta E Thomas Tr Ua 8-18-88 State St Bk & Tr Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-04 | $212,600 |
| 15 | Aurea | 43 Arlington St, Pawtucket, RI 02860-4213 | RI | 2006-11 | $44,099 |
| 16 | Aurora Civic Assoc | 289 Broadway, Providence, RI 02903-3039 | RI | 1996-04 | $1,081,709 |
| 17 | Aurora University Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $36,855 | |
| 18 | A Fletcher B O 1st Univ U W | PO BOX 1802, Providence, RI 02901-1802 | RI | $56,427 | |
| 19 | Austin B Fletcher Trust Uw Fbo Town Of Franklin | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-07 | $192,002 |
| 20 | Austin Curtiss Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-01 | $44,080 |
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