Edwin J Castle Trust No3 1-00714-5 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
| Edwin J Castle Trust No3 1-00714-5 | |
| Employer Identification Number (EIN) | 046007979 |
| Name of Organization | Edwin J Castle Trust No3 1-00714-5 |
| In Care of Name | Bankboston Na |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | 4947(a)(2) trust |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| 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 | $1,151,978 |
| Amount of Income | $449,258 |
| Form 990 Revenue Amount | $98,195 |
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 | $77,514 | $77,514 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $25,064 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $52,450 | |||
| Total expenses and disbursements | $71,505 | $7,586 | $0 | $62,610 |
| Compensation of officers, directors, trustees, etc. | $12,435 | |||
| Total operating and administrative expenses | $15,149 | $7,586 | $6,254 | |
| Contributions, gifts, grants paid | $56,356 | |||
| Excess of revenue over expenses and disbursements | $6,009 | |||
| Net investment income | $69,928 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,125,280 | $1,358,265 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,112,578 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $12,702 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,125,280 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $52,450 |
| 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 | $699 |
| Total credits and payments | $1,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,000 |
| 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 | $301 |
| Amount to be credited to 2013 estimated tax | $301 |
| 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 | $1,303,014 |
| Net value of noncharitable-use assets | $1,283,460 |
| Minimum investment return | $64,173 |
| Distributable Amount (for 2012) | |
| Distributable amount | $63,474 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $63,474 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $16,660 |
| 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 | Disabled American Veterans | 162 King Phillip Street, Poertsmouth, RI 02871 | RI | 1942-06 | $193,473 |
| 2 | Disabled Sports Usa, Access2 Adventure | 15 Jacqueline Way, Tiverton, RI 02878-2782 | RI | 1976-10 | $45,750 |
| 3 | Donroe E Parker Tr Uw 124-10192078 | PO BOX 1802, Providence, RI 02901-1802 | RI | $249,518 | |
| 4 | Dutch Island Lighthouse Society | 58 Collation Circle, North Kingstown, RI 02852 | RI | 2011-03 | $25,447 |
| 5 | East Bay Food Pantry | 150 Franklin St, Bristol, RI 02809-3300 | RI | 2009-11 | $350,766 |
| 6 | East Providence Mens Softball League | 61 Unity Ave, E Providence, RI 02914-3331 | RI | 2010-07 | $13,527 |
| 7 | Education In Action | 35 Swiss St, Providence, RI 02909-1513 | RI | 2009-03 | $649,558 |
| 8 | Educational Advocates Of Ri Inc | 215 Washington St, West Warwick, RI 02893-5017 | RI | 2009-07 | $58,994 |
| 9 | Edward King House Senior Center Inc | 35 King St, Newport, RI 02840-3595 | RI | 1976-10 | $182,693 |
| 10 | Edward Miller Est Residue Cotr Uw 323-306148840 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,110,801 |
| 11 | Edwin J Castle Trust No3 1-00714-5 | PO BOX 1802, Providence, RI 02901-1802 | RI | $449,258 | |
| 12 | Ejmp Fund For Philanthropy | Weetamoe 2 Rovensky Avenue, Newport, RI 02840 | RI | 2008-07 | $4,295,276 |
| 13 | Eugene B Neville Tr 0922079, Chicago Trust Company | PO BOX 1802, Providence, RI 02901-1802 | RI | $197,806 | |
| 14 | Fanny Putnam Trust U Will | PO BOX 1802, Providence, RI 02901-1802 | RI | $299,828 | |
| 15 | Florence Deneen Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-12 | $297,100 |
| 16 | Elizabeth Gammell Tr Uw 2 0302 Fbo Arthur A Gammell Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $93,237 | |
| 17 | Elizabeth Q Huntington 44 Ui Trust 13145305, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $378,947 | |
| 18 | Elizabeth R Stevens Trust 1-2543 | PO BOX 1802, Providence, RI 02901-1802 | RI | $2,466,163 | |
| 19 | Elizabeth Tannatt Buffum Ua 3-15090-03 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-07 | $663,701 |
| 20 | Emma L Borden Tr Ud 3 1298 | PO BOX 1802, Providence, RI 02901-1802 | RI | $76,272 | |
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