David M Caldwell Tr Uw 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
| David M Caldwell Tr Uw | |
| Employer Identification Number (EIN) | 066132667 |
| Name of Organization | David M Caldwell Tr Uw |
| In Care of Name | Fleet Bank Of Ct |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 08/1972 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $78,512 |
| Amount of Income | $24,039 |
| Form 990 Revenue Amount | $4,268 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $4,268 | $4,268 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,055 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-73 | |||
| Other | $2,286 | |||
| Total expenses and disbursements | $5,018 | $780 | $0 | $4,238 |
| Compensation of officers, directors, trustees, etc. | $1,196 | |||
| Total operating and administrative expenses | $2,260 | $780 | $1,480 | |
| Contributions, gifts, grants paid | $2,758 | |||
| Excess of revenue over expenses and disbursements | $-750 | |||
| Net investment income | $3,488 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $78,512 | $75,131 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $74,056 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,456 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $78,512 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $2,286 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $70 |
| Total credits and payments | $1 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $1 |
| 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 | $69 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $79,069 |
| Net value of noncharitable-use assets | $77,880 |
| Minimum investment return | $3,894 |
| Distributable Amount (for 2011) | |
| Distributable amount | $3,824 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $3,824 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Darren Mcpeak Memorial Scholarship Fund | 33 West Greenville Road, Greenville, RI 02828 | RI | 2005-05 | $13,384 |
| 2 | Darthea Morrow Trust Shawmut Bank Of Cape Cod Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1988-03 | $254,315 |
| 3 | Dash Foundation Inc | 6 Lincoln Dr, Johnston, RI 02919-2860 | RI | 2008-07 | $4,831 |
| 4 | Daughters Of American Revolution | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-12 | $139,492 |
| 5 | David & Betsey Kilmartin Charitable Foundation Inc | 247 Farnum Rd, Glocester, RI 02814-1558 | RI | 1986-08 | $85,997 |
| 6 | David & Roberta Olsen Family Foundation, Olsen David A Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-07 | $2,211,502 |
| 7 | David A Muir Tr Uw Dod 11-88 Fbo Town Of Clinton | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-02 | $193,113 |
| 8 | David Crary Jr Est Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $6,319,461 |
| 9 | David Dudley Fields Est Trust Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1 |
| 10 | David E Bryant Trust Uw Para 28, Norstar Trust Company Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-07 | $252,981 |
| 11 | David M Caldwell Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $24,039 |
| 12 | David N Clark Cotr Uw 14 1074095010 Fbo Griffin Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | $411,008 | |
| 13 | David S Lynch Fund, Bankboston N A | PO BOX 1802, Providence, RI 02901-1802 | RI | $190,787 | |
| 14 | David Soltz Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1979-02 | $67,315 |
| 15 | David T Langrock Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-03 | $103,414 |
| 16 | David Toothaker Family Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-07 | $192,929 |
| 17 | Davisville Free Library Association | 481 Davisville Rd, N Kingstown, RI 02852-1778 | RI | 1968-09 | $83,154 |
| 18 | Dawley Herbert F Tua Fbo United Con 323-1273804010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $204,934 | |
| 19 | Day One | 100 Medway St, Providence, RI 02906-4402 | RI | 1979-12 | $2,044,521 |
| 20 | De Ramel Foundation, Guillaume De Ramel Ttee | C/O M Orefice 1445 Wampanoag Trail, Riverside, RI 02915 | RI | 2009-02 | $3,847,311 |
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