Clara T Phelps Trust Uw Fbo Lee Visiting Nurse Association 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
| Clara T Phelps Trust Uw Fbo Lee Visiting Nurse Association | |
| Employer Identification Number (EIN) | 046568727 |
| Name of Organization | Clara T Phelps Trust Uw Fbo Lee Visiting Nurse Association |
| In Care of Name | Fleet Inv Serv |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $227,928 |
| Amount of Income | $79,784 |
| Form 990 Revenue Amount | $14,125 |
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 | $17,624 | $17,624 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,548 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-20 | |||
| Other | $12,096 | |||
| Total expenses and disbursements | $13,779 | $2,019 | $0 | $11,660 |
| Compensation of officers, directors, trustees, etc. | $3,127 | |||
| Total operating and administrative expenses | $6,218 | $2,019 | $4,099 | |
| Contributions, gifts, grants paid | $7,561 | |||
| Excess of revenue over expenses and disbursements | $3,845 | |||
| Net investment income | $15,605 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $222,512 | $229,330 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $216,687 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $5,825 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $222,512 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $12,096 |
| 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 | $156 |
| Total credits and payments | $259 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $259 |
| 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 | $103 |
| Amount to be credited to 2013 estimated tax | $103 |
| 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 | $227,480 |
| Net value of noncharitable-use assets | $224,060 |
| Minimum investment return | $11,203 |
| Distributable Amount (for 2012) | |
| Distributable amount | $11,047 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $11,047 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,224 |
| 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 | Church Street Estates Corp | 7 Church Street, Greenville, RI 02828-1768 | RI | 2005-10 | $267,007 |
| 2 | Cismoski Foundation Bish & Frannie Tr, Cismoski Valerie | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-12 | $101,970 |
| 3 | Citizens Charitable Foundation | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 2005-06 | $16,644,965 |
| 4 | Citizens Community Foundation | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1969-05 | $3,330,621 |
| 5 | City Sail Inc | 45 Durham Street, Providence, RI 02908 | RI | 2001-12 | $0 |
| 6 | Civic League Of Newport Inc | 115 Phelam St, Newport, RI 02840 | RI | 1936-12 | $49,021 |
| 7 | Clairborne & Nuala Pell Fund, Pell Clairborne & Nuala Ttee | 97 John Clarke Rd, Middletown, RI 02842-5641 | RI | 1964-12 | $42,256 |
| 8 | Clambake Club Of Newport | PO BOX 597, Newport, RI 02840-0500 | RI | 1940-12 | $1,222,517 |
| 9 | Clara Bennett Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-07 | $117,949 |
| 10 | Clara L D Jeffery Uw Charitable Residuary Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $2,871,539 |
| 11 | Clara T Phelps Trust Uw Fbo Lee Visiting Nurse Association | PO BOX 1802, Providence, RI 02901-1802 | RI | $79,784 | |
| 12 | Clarence B Vaughan Tr Uw Art 5 3-56235-03, Scheide Richard G Etal Ttees | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-01 | $109,417 |
| 13 | Clarence H Bellinger Trust 6-0636 Norstar Trust Company | PO BOX 1802, Providence, RI 02901-1802 | RI | $514,834 | |
| 14 | Clarence H Martin Trust Memorial Fund, Fleet Bank Nh | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-04 | $133,446 |
| 15 | Clarence H Martin Trust Scholarship Fund, Fleet Bank-Nh | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $81,764 |
| 16 | Clark F Lyman & Jeanette B Ellis, T08460 | PO BOX 1802, Providence, RI 02901-1802 | RI | $290,493 | |
| 17 | Clark Harwood Trust Uw 1 21365 03, Art Viii | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $752,789 |
| 18 | May A Clark Tr Uw 124 | PO BOX 1802, Providence, RI 02901-1802 | RI | $189,078 | |
| 19 | Clark Memorial Library | PO BOX 190, Carolina, RI 02812-0190 | RI | 1978-08 | $187,449 |
| 20 | Clark R Smith Family Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1987-02 | $18,971,075 |
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