Daniel O Wolff 50 Ui 13190608 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
Daniel O Wolff 50 Ui 13190608 | |
Employer Identification Number (EIN) | 046025012 |
Name of Organization | Daniel O Wolff 50 Ui 13190608 |
In Care of Name | Private Bank Tax Services |
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 | 12/2013 |
Assets | $1,000,000 to $4,999,999 |
Income | $1,000,000 to $4,999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $1,367,827 |
Amount of Income | $1,601,570 |
Form 990 Revenue Amount | $97,793 |
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 | $113,904 | $113,298 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $32,233 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $452 | |||
Other | $81,219 | |||
Total expenses and disbursements | $76,089 | $11,675 | $0 | $64,414 |
Compensation of officers, directors, trustees, etc. | $17,780 | |||
Total operating and administrative expenses | $18,822 | $11,675 | $7,147 | |
Contributions, gifts, grants paid | $57,267 | |||
Excess of revenue over expenses and disbursements | $37,815 | |||
Net investment income | $101,623 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,327,443 | $1,370,807 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $1,304,007 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $23,436 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,327,443 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $81,219 |
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 | $1,016 |
Total credits and payments | $860 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $860 |
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 | $156 |
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 | $1,349,964 |
Net value of noncharitable-use assets | $1,329,720 |
Minimum investment return | $66,486 |
Distributable Amount (for 2012) | |
Distributable amount | $65,470 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $65,470 |
Undistributed income for 2012. This amount must be distributed in 2013 | $58,322 |
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 | Dance For Art Inc | 1945 Warwick Ave, Warwick, RI 02889-2445 | RI | 1994-06 | $66,535 |
2 | Dance Teachers Club Of Boston, Amer Soclilla Wyman Schlrshp Fnd | 112 Kay Blvd, Newport, RI 02840-2826 | RI | 1992-07 | $137,506 |
3 | Daniel & Louise M Shipman Charity Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $3,958,713 |
4 | Daniel B Wesson Tr 59-7057006 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $408,006 |
5 | Daniel B Wesson Tr Uw Wmh 420-7055506 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $1,084,973 |
6 | Daniel B Wesson W Memorial Trust Uw 14-2012580070 | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,064,978 | |
7 | Daniel Besse Charity Trust 080189 | PO BOX 1802, Providence, RI 02901-1802 | RI | $319,381 | |
8 | Daniel D Van Degrift Charitable Trust 31-22033-8 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1979-12 | $3,958,550 |
9 | Daniel Healy Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $14,276 |
10 | Daniel Magruder Trust Ua 3 6675 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-09 | $336,469 |
11 | Daniel O Wolff 50 Ui 13190608 | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,601,570 | |
12 | Daniel P Sherman 9th Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $153,732 | |
13 | Daniel Ryan | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-04 | $45,973 |
14 | Daniel W Field Trust 1 2775 0, Bank Of America N A | PO BOX 1802, Providence, RI 02901-1802 | RI | $2,713,321 | |
15 | Daniel Wesson Tr Uw Fbo, W Maternity | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-02 | $365,987 |
16 | Dansville Hospital U/W William H Hartman 05130000 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-10 | $144,804 |
17 | Dare Direct Action For Rights & Equality Inc | 340 Lockwood St, Providence, RI 02907-1340 | RI | 1994-06 | $150,665 |
18 | Darius Miller Trust Fbo Fairview Cemetery | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $255,081 |
19 | Darius Miller Trust Fbo, Walnut Hill Park | PO BOX 1802, Providence, RI 02901-1802 | RI | 1996-10 | $109,692 |
20 | Darren Mcpeak Memorial Scholarship Fund | 33 West Greenville Road, Greenville, RI 02828 | RI | 2005-05 | $13,384 |
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