Traut E Uw Fbo E T Xmas Fd 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
Traut E Uw Fbo E T Xmas Fd | |
Employer Identification Number (EIN) | 066036416 |
Name of Organization | Traut E Uw Fbo E T Xmas Fd |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Activities | 4947(a)(2) trust |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Ruling Date | 01/1973 |
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 | $25,000 to $99,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $97,843 |
Amount of Income | $35,465 |
Form 990 Revenue Amount | $7,660 |
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 | $6,035 | $6,024 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $2,808 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $-25 | |||
Other | $3,252 | |||
Total expenses and disbursements | $5,828 | $815 | $0 | $5,022 |
Compensation of officers, directors, trustees, etc. | $1,241 | |||
Total operating and administrative expenses | $2,448 | $815 | $1,642 | |
Contributions, gifts, grants paid | $3,380 | |||
Excess of revenue over expenses and disbursements | $207 | |||
Net investment income | $5,209 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $100,242 | $102,229 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $86,765 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $7,191 | |
Other | $6,286 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $100,242 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $3,252 |
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 | $104 |
Total credits and payments | $76 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $76 |
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 | $28 |
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)? | Yes |
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 | $102,192 |
Net value of noncharitable-use assets | $100,660 |
Minimum investment return | $5,033 |
Distributable Amount (for 2012) | |
Distributable amount | $5,518 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $5,518 |
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 | Duncan H Strawbridge Trust Par 5 For Hackensack Hosp Assn Peoples N | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,212,123 |
2 | Dunns Corners School Pto | 8 Plateau Rd # 12, Westerly, RI 02891-3933 | RI | 2000-02 | $31,103 |
3 | Duxbury Yacht Club Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1964-12 | $103,927 |
4 | Dwight H Ives Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $50,051 | |
5 | E B Frasch Uw H F Fdn 3278 00 801 Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1933-10 | $3,490,887 |
6 | E Griswold Tr Fbo Boy Scout Tr 113 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-11 | $604,129 |
7 | E Griswold Tr Fbo Weirsdale Pr Churc | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-06 | $598,908 |
8 | E Leroy Pond Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $383,414 |
9 | E P Charlton Discr Char Fundn 1-10056-0 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $2,102,284 |
10 | E Thompson Trust Louis F Bell Fund Charitable Lead Trust 3649700600 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-03 | $464,132 |
11 | Traut E Uw Fbo E T Xmas Fd | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-01 | $35,465 |
12 | E W Antons Tr Uw Fbo Girl Scouts | PO BOX 1802, Providence, RI 02901-1802 | RI | $34,391 | |
13 | E Wesley Wilson Ua 54 31127004 | PO BOX 1802, Providence, RI 02901-1802 | RI | $324,430 | |
14 | Earl C And Alice C Riley Memorial Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1994-11 | $194,633 |
15 | Earl Koons Scholarship | PO BOX 1802, Providence, RI 02901-1802 | RI | $123,143 | |
16 | Earl P Charlton Foundation Trust Ua 080873 Truesdale Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $2,788,239 |
17 | Earle A Griswold Trust Ua Fbo, St Pauls Universalist Church | PO BOX 1802, Providence, RI 02901-1802 | RI | $600,669 | |
18 | Earle P Charlton 308 609247 Ida S Charlton Fund Charlton Char Tr 3 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $368,271 |
19 | Earle P Charlton Tr Um 609245 Charlton Char Tr New Card For 1958 | PO BOX 1802, Providence, RI 02901-1802 | RI | $368,267 | |
20 | Earle P Charlton Trust Uw 6 0924 6 Charlton Charity Trust 2, First National Bank Of Boston Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-08 | $595,150 |
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