C A Wood Part 15 Wahlberg Char Tr 6-01505-5 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
| C A Wood Part 15 Wahlberg Char Tr 6-01505-5 | |
| Employer Identification Number (EIN) | 046341523 |
| Name of Organization | C A Wood Part 15 Wahlberg Char Tr 6-01505-5 |
| In Care of Name | Bank Of Boston Na Ttee |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1974 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $956,837 |
| Amount of Income | $77,647 |
| Form 990 Revenue Amount | $51,580 |
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 | $92,755 | $91,930 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $42,849 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $825 | |||
| Other | $49,081 | |||
| Total expenses and disbursements | $69,178 | $4,496 | $0 | $64,681 |
| Compensation of officers, directors, trustees, etc. | $7,004 | |||
| Total operating and administrative expenses | $8,178 | $4,496 | $3,681 | |
| Contributions, gifts, grants paid | $61,000 | |||
| Excess of revenue over expenses and disbursements | $23,577 | |||
| Net investment income | $87,434 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $968,833 | $1,352,444 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $941,735 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $27,098 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $968,833 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $49,081 |
| 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 | $1,749 |
| Total credits and payments | $988 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $988 |
| 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 | $761 |
| 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 | $1,363,702 |
| Net value of noncharitable-use assets | $1,343,240 |
| Minimum investment return | $67,162 |
| Distributable Amount (for 2012) | |
| Distributable amount | $65,413 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $65,413 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $61,957 |
| 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 | Bruce H Mahan Memorial Scholarship Fund, 6002236510 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-12 | $83,562 |
| 2 | Buehler Family Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-02 | $4,425,680 |
| 3 | Buildri | 1 Richmond Sq Ste 134c, Providence, RI 02906-5166 | RI | 2000-12 | $244,584 |
| 4 | Bureau Of Jewish Education Of Rhode Island | 130 Sessions St, Providence, RI 02906-3444 | RI | 1993-08 | $1,367,596 |
| 5 | Burling Charitable Fund Tr Ua The Summit Trust Co | PO BOX 1802, Providence, RI 02901-1802 | RI | $65,178 | |
| 6 | Burrillville Glocester Youth Soccer Assoc | PO BOX 235, Chepachet, RI 02814-0235 | RI | 1993-01 | $262,718 |
| 7 | Burrillville Land Trust | PO BOX 506, Harrisville, RI 02830-0506 | RI | 2005-10 | $5,203 |
| 8 | Business Innovation Factory | 60 Valley St Apt 25, Providence, RI 02909-7405 | RI | 2006-09 | $2,191,190 |
| 9 | Bvarc Housing | 500 Prospect Street, Pawtucket, RI 02860-6258 | RI | 1996-09 | $106,278 |
| 10 | Byron Schuyler Child Educational Fund Trust Uw State Bank Of Albany | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-08 | $148,441 |
| 11 | C A Wood Part 15 Wahlberg Char Tr 6-01505-5 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-06 | $77,647 |
| 12 | C Alexander Peloquin Memorial Foundation | 50 Kennedy Plz Ste 1500, Providence, RI 02903-2393 | RI | 2002-03 | $1,572 |
| 13 | C Alice Rowell Bean Trust 12310108, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-07 | $94,366 |
| 14 | C B Erwin Trust Fbo Walnut Hill Pk | PO BOX 1802, Providence, RI 02901-1802 | RI | $306,764 | |
| 15 | C B Wooster Trust Uw 137-6090260010, Seymour Pblc Lib | PO BOX 1802, Providence, RI 02901-1802 | RI | $105,200 | |
| 16 | C Bullock-The Bullock Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $126,784 | |
| 17 | C C Stauffer Trust Uw Fbo United Methodist Church, United Methodist Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $801 |
| 18 | C Cowles & Co Community Trust | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1956-12 | $67,572 |
| 19 | C Davis Tr Uw Fbo Vna Care | PO BOX 6768, Providence, RI 02940-6768 | RI | 1972-03 | $95,503 |
| 20 | C Felton Pousland Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1978-06 | $57,420 |
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