Charles Montague Charitable 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
| Charles Montague Charitable Tr | |
| Employer Identification Number (EIN) | 046047134 |
| Name of Organization | Charles Montague Charitable Tr |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Fundraising, Other health services |
| Subsection | Educational Organization |
| Ruling Date | 11/1972 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,347,823 |
| Amount of Income | $30,750 |
| Form 990 Revenue Amount | $114,171 |
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 | $114,171 | $114,171 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $37,906 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $76,265 | |||
| Total expenses and disbursements | $77,399 | $9,840 | $0 | $62,690 |
| Compensation of officers, directors, trustees, etc. | $15,801 | |||
| Total operating and administrative expenses | $22,399 | $9,840 | $7,690 | |
| Contributions, gifts, grants paid | $55,000 | |||
| Excess of revenue over expenses and disbursements | $36,772 | |||
| Net investment income | $104,331 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,371,045 | $1,390,530 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,187,420 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $81,793 | |
| Other | $101,832 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,371,045 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $76,265 |
| 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 | $2,087 |
| Total credits and payments | $3,244 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,244 |
| 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 | $1,157 |
| Amount to be credited to 2013 estimated tax | $1,157 |
| 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 | $1,377,816 |
| Net value of noncharitable-use assets | $1,357,140 |
| Minimum investment return | $67,857 |
| Distributable Amount (for 2012) | |
| Distributable amount | $65,770 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $65,770 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $58,066 |
| 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 | Charles J Parker Trust Fbo Klingberg Family | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-08 | $420,184 |
| 2 | Charles J Spaid Trust 40 00 0215 0 Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $80,795 |
| 3 | Charles L Beach Trust Uw For Louise Crombie Beach Memorial Fund, E | PO BOX 1802, Providence, RI 02901-1802 | RI | 1945-06 | $163,037 |
| 4 | Charles L Gilbert | PO BOX 1802, Providence, RI 02901-1802 | RI | $34,237 | |
| 5 | Charles L Goodwin Tr Uw 380944 Nect Fbo, So Cong Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,410,775 |
| 6 | Goodwin C L Est Tr For Hd Et Al | PO BOX 1802, Providence, RI 02901-1802 | RI | 1942-08 | $226,791 |
| 7 | Charles M Cox 1940 Trust V-8129 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1942-03 | $165,668 |
| 8 | Charles M Cox Trust U Ind T 1179 C/O State Bk & Trust Co Ttees | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $104,281 |
| 9 | Charles M Hellmann Trust Fbo 33-02961-000, Sibella Hellmann Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-10 | $12,573,437 |
| 10 | Charles M Hellmann Trust Fbo First Lutheran Chursh Of Waterbury Etal | PO BOX 1802, Providence, RI 02901-1802 | RI | 1979-07 | $95,968 |
| 11 | Charles Montague Charitable Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-11 | $30,750 |
| 12 | Charles N Robinson Est Tr & Est Tr Reserve | PO BOX 1802, Providence, RI 02901-1802 | RI | 1937-11 | $2,286,456 |
| 13 | Charles R Hastings Tr 420-3605506 Ua Fbo, Shri | PO BOX 1802, Providence, RI 02901-1802 | RI | $275,447 | |
| 14 | Charles R Hastings Trust Ua 420-3607006, Springfield Boys Club Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | $442,738 | |
| 15 | Charles S & Grace E Barber Shawmut Tr Division | PO BOX 1802, Providence, RI 02901-1802 | RI | 1981-08 | $241,208 |
| 16 | Charles S Ashley Scholarship Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-03 | $10,913 |
| 17 | Charles S Draper For Charity | PO BOX 1802, Providence, RI 02901-1802 | RI | $659,883 | |
| 18 | Charles Salmanson Family Foundation | 155 South Main Street, Providence, RI 02903-2963 | RI | 1985-08 | $1 |
| 19 | Charles Samoperil Humanitarian Memorial Foundation | C/O Rosenstein 27 Dryden Lane, Providence, RI 02904 | RI | 1982-11 | $166,829 |
| 20 | Tuw Rayhill Fbo Union Methodist | PO BOX 1802, Providence, RI 02901-1802 | RI | $798,091 | |
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