Beatrice Woodman Charitable Trust 5661-00-5 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
| Beatrice Woodman Charitable Trust 5661-00-5 | |
| Employer Identification Number (EIN) | 016035744 |
| Name of Organization | Beatrice Woodman Charitable Trust 5661-00-5 |
| In Care of Name | Kpmg Peat Marwick |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $494,800 |
| Amount of Income | $206,157 |
| Form 990 Revenue Amount | $54,869 |
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 | $39,450 | $39,450 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $11,638 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-455 | |||
| Other | $28,267 | |||
| Total expenses and disbursements | $29,785 | $4,781 | $0 | $23,074 |
| Compensation of officers, directors, trustees, etc. | $7,200 | |||
| Total operating and administrative expenses | $10,526 | $4,781 | $3,815 | |
| Contributions, gifts, grants paid | $19,259 | |||
| Excess of revenue over expenses and disbursements | $9,665 | |||
| Net investment income | $34,669 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $476,899 | $483,838 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $462,216 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $14,683 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $476,899 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $28,267 |
| 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 | $347 |
| Total credits and payments | $1,100 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,100 |
| 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 | $753 |
| Amount to be credited to 2013 estimated tax | $348 |
| 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 | $466,229 |
| Net value of noncharitable-use assets | $459,240 |
| Minimum investment return | $22,962 |
| Distributable Amount (for 2012) | |
| Distributable amount | $22,615 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $22,615 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,517 |
| 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 | Barrington Soccer Association Inc, East Bay Soccer Club | PO BOX 361, Barrington, RI 02806-0361 | RI | 1988-08 | $299,735 |
| 2 | Barrington Tap In Inc | PO BOX 252, Barrington, RI 02806-0252 | RI | 1986-06 | $105,266 |
| 3 | Barrington Yacht Club | 25 Barton Ave, Barrington, RI 02806-4409 | RI | 1975-09 | $1,234,288 |
| 4 | Barton Family Tr Uw Fbo Manchester Memorial Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-02 | $1,202,985 |
| 5 | Baruch Korff Foundation | 870 Westminster St, Providence, RI 02903-4024 | RI | 1987-04 | $44,483 |
| 6 | Bayside Family Healthcare Inc | 308 Callahan Rd, No Kingstown, RI 02852-7739 | RI | 1978-04 | $1,069,278 |
| 7 | Bayview Holy Ghost Citizens Club Of North Tiverton Rhode Island | 66 Bottom St, Tiverton, RI 02878-1049 | RI | 1979-03 | $112,385 |
| 8 | Beacon Charter School Corp | 320 Main St, Woonsocket, RI 02895-3138 | RI | 2003-10 | $3,235,685 |
| 9 | Beatrice E Snow Trust Fbo, Eastern Maine Medical Center | PO BOX 1802, Providence, RI 02901-1802 | RI | $410,986 | |
| 10 | Beatrice O Pierce Tr 1 8290 0 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $194,395 |
| 11 | Beatrice Woodman Charitable Trust 5661-00-5 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $206,157 |
| 12 | Beaverdale Memorial Park Trust Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1967-07 | $1,487,202 |
| 13 | Beavertail Lighthouse Museum Assn | PO BOX 83, Jamestown, RI 02835-0083 | RI | 1994-06 | $65,490 |
| 14 | Because He Lives Ministries | PO BOX 37, Woonsocket, RI 02895-0779 | RI | 1986-06 | $84,586 |
| 15 | Beechwood Foundation Inc | 50 Dudley Avenue, Newport, RI 02840 | RI | 2003-01 | $0 |
| 16 | Belding Wildlife Mngmt Area 2002 Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-05 | $275,964 |
| 17 | Belford Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1964-08 | $1,435 |
| 18 | Belle T Smith | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-02 | $858,763 |
| 19 | Benefactors For The Arts Ltd | Equality Park Pl, Newport, RI 02840 | RI | 1980-09 | $10,051 |
| 20 | Beneficent House | 1 Chestnut Street, Providence, RI 02903-4155 | RI | 1966-06 | $2,125,210 |
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