Benjamin A Armstrong Tr U A 213-099008538094 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
| Benjamin A Armstrong Tr U A 213-099008538094 | |
| Employer Identification Number (EIN) | 066026283 |
| Name of Organization | Benjamin A Armstrong Tr U A 213-099008538094 |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| Deductibility | Contributions are not deductible |
| 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 | $500,000 to $999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $723,197 |
| Amount of Income | $734,026 |
| Form 990 Revenue Amount | $47,610 |
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 | $56,496 | $56,496 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $17,110 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-60 | |||
| Other | $39,446 | |||
| Total expenses and disbursements | $39,211 | $6,023 | $0 | $31,803 |
| Compensation of officers, directors, trustees, etc. | $9,286 | |||
| Total operating and administrative expenses | $14,211 | $6,023 | $6,803 | |
| Contributions, gifts, grants paid | $25,000 | |||
| Excess of revenue over expenses and disbursements | $17,285 | |||
| Net investment income | $50,473 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $711,358 | $713,382 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $700,195 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $11,163 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $711,358 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $39,446 |
| 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 | $1,009 |
| Total credits and payments | $832 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $832 |
| 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 | $177 |
| 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 | $707,111 |
| Net value of noncharitable-use assets | $696,500 |
| Minimum investment return | $34,825 |
| Distributable Amount (for 2012) | |
| Distributable amount | $33,816 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $33,816 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | Benevolent & Protective Order Of Elks Of The Usa, 14 Tri-City | 1919 West Shore Road, Warwick, RI 02889 | RI | 1951-10 | $278,579 |
| 2 | Benevolent & Protective Order Of Elks Of The Usa, 1697 West Warwick | 60 Clyde St, West Warwick, RI 02893-3525 | RI | 1951-10 | $182,692 |
| 3 | Benevolent & Protective Order Of Elks Of The Usa, 1860 Bristol County | PO BOX 226, Bristol, RI 02809-0226 | RI | 1951-10 | $390,490 |
| 4 | Benevolent & Protective Order Of Elks Of The Usa, 1899 South Kingstown | 60 Belmont Ave, Wakefield, RI 02879-3402 | RI | 1951-10 | $478,956 |
| 5 | Benevolent & Protective Order Of Elks Of The Usa, 2196 Warwick | PO BOX 9300, Warwick, RI 02889-0300 | RI | 1951-10 | $201,077 |
| 6 | Benevolent & Protective Order Of Elks Of The Usa, 2285 Coventry W Greenwich | 42 Nooseneck Hill Rd, W Greenwich, RI 02817-1522 | RI | 1972-10 | $259,819 |
| 7 | Benevolent & Protective Order Of Elks Of The Usa, 2337 East Providence | 60 Berkeley St, E Providence, RI 02914-4827 | RI | 1951-10 | $212,273 |
| 8 | Benevolent & Protective Order Of Elks Of The Usa, 2359 Smithfield | 326 Farnum Pike, Smithfield, RI 02917-1208 | RI | 1951-10 | $388,732 |
| 9 | Benevolent & Protective Order Of Elks Of The Usa, 850 Woonsocket | 380 Social St, Woonsocket, RI 02895-2013 | RI | 1972-10 | $735,485 |
| 10 | Benevolent & Protective Order Of Elks Of The Usa, 920 Pawtucket | 27 Exchange Pl, Pawtucket, RI 02860 | RI | 1951-10 | $326,594 |
| 11 | Benjamin A Armstrong Tr U A 213-099008538094 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $734,026 |
| 12 | Benjamin Church Home For Aged Men | Ralph Kinder 155 South Main St, Providence, RI 02903 | RI | 1954-07 | $29,618 |
| 13 | Benjamin L Donnell Trust, Fleet Bank Of Maine | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $347,382 |
| 14 | Benson C Bates Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-09 | $44,563 |
| 15 | Bentley Foundation | 117 Metro Center Blvd Ste 3000, Warwick, RI 02886-1777 | RI | 2006-11 | $44,153 |
| 16 | Bentley W Warren Tr Uw Fbo Town Of Williamstown Et Al | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $18,113 |
| 17 | Berlin Free Library Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-08 | $193,938 |
| 18 | Bernard G & Madeleine J Mondor Charitable Foundation | PO BOX 2365, Pawtucket, RI 02861-0365 | RI | 2000-01 | $2,776 |
| 19 | Bernard Gorfinkle Tr 420-3316006 | PO BOX 1802, Providence, RI 02901-1802 | RI | $115,198 | |
| 20 | Bernard Memorial Fund Trust 60713 Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $134,723 |
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