Charlton Charity Trust No 4 100-6009248 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
| Charlton Charity Trust No 4 100-6009248 | |
| Employer Identification Number (EIN) | 046011913 |
| Name of Organization | Charlton Charity Trust No 4 100-6009248 |
| In Care of Name | Bankboston N A |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 09/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,279,579 |
| Amount of Income | $368,537 |
| Form 990 Revenue Amount | $68,823 |
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 | $73,175 | $73,175 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $46,603 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $26,572 | |||
| Total expenses and disbursements | $115,733 | $11,256 | $0 | $102,745 |
| Compensation of officers, directors, trustees, etc. | $18,112 | |||
| Total operating and administrative expenses | $21,603 | $11,256 | $8,615 | |
| Contributions, gifts, grants paid | $94,130 | |||
| Excess of revenue over expenses and disbursements | $-42,558 | |||
| Net investment income | $61,919 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,309,926 | $2,442,996 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,249,915 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $60,011 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,309,926 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $26,572 |
| 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 | $619 |
| Total credits and payments | $1,200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,200 |
| 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 | $581 |
| Amount to be credited to 2013 estimated tax | $581 |
| 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 | $2,371,432 |
| Net value of noncharitable-use assets | $2,335,860 |
| Minimum investment return | $116,793 |
| Distributable Amount (for 2012) | |
| Distributable amount | $116,174 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $116,174 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $56,577 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Charles F Barth Tr Fbo St Pauls Epis Ch Vis Nur Fd 07-31-077810-0 | PO BOX 1802, Providence, RI 02901-1802 | RI | $61,909 | |
| 2 | Charles Fuchs Trust 51-02728-00, Fleet Natl Bank A Bank Of Amer Co | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-05 | $318,807 |
| 3 | Button Hole Kids Investment Fund | 1 Buttonhole Dr, Providence, RI 02909-5750 | RI | 2010-03 | $651,854 |
| 4 | C Thomas Clagett Jr Memorial Clinic And Regatta Inc | 231 Indian Ave, Portsmouth, RI 02871-5152 | RI | 2010-03 | $167,728 |
| 5 | Capewell M Uw Htfd Hospital Etal 4 | PO BOX 1802, Providence, RI 02901-1802 | RI | $14,892,058 | |
| 6 | Charles F Mckenney Trust 1037531 | PO BOX 1802, Providence, RI 02901-1802 | RI | $326,381 | |
| 7 | Charles Hunter Trust U W | PO BOX 1802, Providence, RI 02901-1802 | RI | $3,544,800 | |
| 8 | Charles W Holtzer Fund No 2 | PO BOX 1802, Providence, RI 02901-1802 | RI | $372,580 | |
| 9 | Charles W Nichols Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $249,914 | |
| 10 | Charlotte Menzer Tr Uw Dtd 021970 47920012 Fbo, Grace Episcopal Church | PO BOX 1802, Providence, RI 02901-1802 | RI | $69,625 | |
| 11 | Charlton Charity Trust No 4 100-6009248 | PO BOX 1802, Providence, RI 02901-1802 | RI | $368,537 | |
| 12 | Club 420 Association Inc | PO BOX 50, N Kingstown, RI 02852-0050 | RI | 2011-06 | $45,811 |
| 13 | Chartercare Health Partners | 825 Chalkstone Ave, Providence, RI 02908-4728 | RI | 2009-08 | $22,628,530 |
| 14 | Childrens Theatre Company Of Rhode Island, Ctc | 150 Slater Ave, Providence, RI 02906-5714 | RI | 2009-06 | $3,249 |
| 15 | Christ Church Paris Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $362,087 | |
| 16 | Christopher Allen Estate Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-04 | $3,318,964 |
| 17 | Citizens For A Better Providence | 15 Arnold St, Providence, RI 02906 | RI | 2010-08 | $0 |
| 18 | Cleaning For Heroes | 221b Hallene Rd, Warwick, RI 02886 | RI | 2010-08 | $0 |
| 19 | Columbus Club Of East Providence | 3200 Pawtucket Ave, Riverside, RI 02915-5107 | RI | 1984-04 | $85,514 |
| 20 | Commercial Fisheries Research Foundation Inc | East Farm Campus, Saunderstown, RI 02874 | RI | 2008-12 | $697,264 |
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