Dian S Adelson Trust Uw, Tietz Jeffrey J Etal Ttees in Newport, 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
| Dian S Adelson Trust Uw, Tietz Jeffrey J Etal Ttees | |
| Employer Identification Number (EIN) | 050466295 |
| Name of Organization | Dian S Adelson Trust Uw |
| Secondary Name | Tietz Jeffrey J Etal Ttees |
| In Care of Name | Corcoran Peckham & Hayes |
| Address | PO BOX 389, Newport, RI 02840-0389 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1 to $9,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,078 |
| Amount of Income | $133,227 |
| Form 990 Revenue Amount | $29,406 |
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 | $27,769 | $27,769 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,197 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $18,572 | |||
| Total expenses and disbursements | $167,362 | $9,529 | $0 | $155,000 |
| Compensation of officers, directors, trustees, etc. | $3,600 | |||
| Total operating and administrative expenses | $12,362 | $9,529 | $0 | |
| Contributions, gifts, grants paid | $155,000 | |||
| Excess of revenue over expenses and disbursements | $-139,593 | |||
| Net investment income | $18,240 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $137,660 | $146,098 |
| Cash - non-interest-bearing | $5,396 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $123,326 | |
| Other | $8,938 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $137,660 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $18,572 |
| 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 | $182 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $182 |
| 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? | No |
| 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 | $274,394 |
| Net value of noncharitable-use assets | $270,280 |
| Minimum investment return | $13,514 |
| Distributable Amount (for 2012) | |
| Distributable amount | $13,332 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $13,332 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | Dennis Evans Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1985-09 | $90,838 |
| 2 | Dennis Nabb Memorial Foundation | 14 Jennifer Ct, Narragansett, RI 02882-2848 | RI | 2003-11 | $2 |
| 3 | Department Of Rhode Island Ladies Auxiliary Vfw, Na Na | 9 Second St, Portsmouth, RI 02871 | RI | 2010-04 | $0 |
| 4 | Dermatology Foundation Of Rhode Island Inc | 593 Eddy St, Providence, RI 02903-4923 | RI | 1998-02 | $900,735 |
| 5 | Dexter Credit Union Inc | 934 Dexter St, Central Falls, RI 02863-1703 | RI | 1988-01 | $37,915,368 |
| 6 | Dexter Hitchcock Trust Uw 3-2005620 | PO BOX 1802, Providence, RI 02901-1802 | RI | $36,941 | |
| 7 | Dhamagosnaram Buddhist Temple Of Ri | 2870 Plainfield Pike, Cranston, RI 02921-2039 | RI | 2005-07 | $122,186 |
| 8 | Diabetes Foundation Of Rhode Island | 1117 Douglas Ave, North Providence, RI 02904 | RI | 1977-03 | $259,924 |
| 9 | Diabetics Equipment And Education Trust, Degeorge Lawrence J Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-04 | $55,860 |
| 10 | Diagnostic Imaging Foundation | 20 Catamore Blvd, E Providence, RI 02914-1204 | RI | 2007-05 | $1,500,000 |
| 11 | Dian S Adelson Trust Uw, Tietz Jeffrey J Etal Ttees | PO BOX 389, Newport, RI 02840-0389 | RI | 1993-04 | $133,227 |
| 12 | District Of Columbia Automobile Insurance Plan | C/O Aipso 302 Central Avenue, Johnston, RI 02919 | RI | 1978-07 | $224,754 |
| 13 | Diver Memorial Library Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-05 | $139,332 |
| 14 | Dixie Wonders Irrv Tr | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | $715,497 | |
| 15 | Domestic Violence Resource Center Of South County Inc | 61 Main St, Wakefield, RI 02879-3510 | RI | 1979-12 | $739,006 |
| 16 | Dominican-American Association Inc | Po Box 5726, Providence, RI 02903 | RI | 2000-09 | $24,832 |
| 17 | Donald & Gladys Heath Mem Fd 1 Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $144,718 | |
| 18 | Donald And Gladys Heath Memorial Fund Scholarship Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1992-02 | $516,706 |
| 19 | Dora Emnett Residuary Trust B 50-112220925900, Emnett Robert A Ttee | 135 S Lasalle St, Providence, RI 02901 | RI | 2011-06 | $1,112,662 |
| 20 | Dorothy Jo Barker Memorial Fund Boatmens Natl Bank Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1985-05 | $20,072 |
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