Earle P Charlton 308 609247 Ida S Charlton Fund Charlton Char Tr 3 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
| Earle P Charlton 308 609247 Ida S Charlton Fund Charlton Char Tr 3 | |
| Employer Identification Number (EIN) | 046011912 |
| Name of Organization | Earle P Charlton 308 609247 Ida S Charlton Fund Charlton Char Tr 3 |
| In Care of Name | Bank Of Boston |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Business promotion (chamber of commerce, business league, etc.) |
| Subsection | Charitable Organization |
| Ruling Date | 04/1974 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,309,686 |
| Amount of Income | $368,271 |
| Form 990 Revenue Amount | $75,319 |
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 | $82,704 | $82,704 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $47,714 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $34,990 | |||
| Total expenses and disbursements | $116,697 | $11,365 | $0 | $103,311 |
| Compensation of officers, directors, trustees, etc. | $18,293 | |||
| Total operating and administrative expenses | $21,773 | $11,365 | $8,387 | |
| Contributions, gifts, grants paid | $94,924 | |||
| Excess of revenue over expenses and disbursements | $-33,993 | |||
| Net investment income | $71,339 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,339,511 | $2,471,029 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,257,940 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $81,571 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,339,511 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $34,990 |
| 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 | $713 |
| Total credits and payments | $1,288 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,288 |
| 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 | $575 |
| Amount to be credited to 2013 estimated tax | $575 |
| 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 | $2,396,060 |
| Net value of noncharitable-use assets | $2,360,120 |
| Minimum investment return | $118,006 |
| Distributable Amount (for 2012) | |
| Distributable amount | $117,293 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $117,293 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $58,176 |
| 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 | E Leroy Pond Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $383,414 |
| 2 | E P Charlton Discr Char Fundn 1-10056-0 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $2,102,284 |
| 3 | E Thompson Trust Louis F Bell Fund Charitable Lead Trust 3649700600 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-03 | $464,132 |
| 4 | Traut E Uw Fbo E T Xmas Fd | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-01 | $35,465 |
| 5 | E W Antons Tr Uw Fbo Girl Scouts | PO BOX 1802, Providence, RI 02901-1802 | RI | $34,391 | |
| 6 | E Wesley Wilson Ua 54 31127004 | PO BOX 1802, Providence, RI 02901-1802 | RI | $324,430 | |
| 7 | Earl C And Alice C Riley Memorial Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1994-11 | $194,633 |
| 8 | Earl Koons Scholarship | PO BOX 1802, Providence, RI 02901-1802 | RI | $123,143 | |
| 9 | Earl P Charlton Foundation Trust Ua 080873 Truesdale Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $2,788,239 |
| 10 | Earle A Griswold Trust Ua Fbo, St Pauls Universalist Church | PO BOX 1802, Providence, RI 02901-1802 | RI | $600,669 | |
| 11 | 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 |
| 12 | Earle P Charlton Tr Um 609245 Charlton Char Tr New Card For 1958 | PO BOX 1802, Providence, RI 02901-1802 | RI | $368,267 | |
| 13 | 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 |
| 14 | Earth Day Rhode Island | 30a Nipmuc Trl, N Providence, RI 02904-3185 | RI | 2003-11 | $73,523 |
| 15 | East Bay Center Inc | 610 Wampanoag Trl, Riverside, RI 02915-1504 | RI | 1978-01 | $5,919,680 |
| 16 | East Bay Chamber Foundation | 16 Cutler Street, Warren, RI 02885-2770 | RI | 1994-09 | $4 |
| 17 | East Bay Chamber Of Commerce | 16 Cutler St Unit 102, Warren, RI 02885-2761 | RI | 1974-05 | $126,055 |
| 18 | East Bay Community Action Program, New Visions For Newport County | 19 Broadway, Newport, RI 02840-2937 | RI | 1965-12 | $19,973,656 |
| 19 | East Bay Community Development Corporation | 150 Franklin St, Bristol, RI 02809-3300 | RI | 1992-04 | $920,391 |
| 20 | East Bay Educational Collaborative | 317 Market St, Warren, RI 02885-2637 | RI | 1997-03 | $4,303,822 |
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