Seamans E B Uw For Union Ch, U Bp Ch 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
Seamans E B Uw For Union Ch, U Bp Ch | |
Employer Identification Number (EIN) | 066066748 |
Name of Organization | Seamans E B Uw For Union Ch |
Secondary Name | U Bp Ch |
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) |
Foundation | All organizations except 501(c)(3) |
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 | $1,000,000 to $4,999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $1,409,920 |
Amount of Income | $1,568,475 |
Form 990 Revenue Amount | $96,245 |
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 | $195,389 | $192,509 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $46,585 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $2,880 | |||
Other | $145,924 | |||
Total expenses and disbursements | $70,841 | $8,517 | $0 | $62,324 |
Compensation of officers, directors, trustees, etc. | $13,110 | |||
Total operating and administrative expenses | $14,606 | $8,517 | $6,089 | |
Contributions, gifts, grants paid | $56,235 | |||
Excess of revenue over expenses and disbursements | $124,548 | |||
Net investment income | $183,992 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,319,071 | $1,369,025 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $1,014,127 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $304,944 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,319,071 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $145,924 |
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 | $1,840 |
Total credits and payments | $1,760 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,760 |
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 | $80 |
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)? | 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 | $1,319,903 |
Net value of noncharitable-use assets | $1,300,100 |
Minimum investment return | $65,005 |
Distributable Amount (for 2012) | |
Distributable amount | $63,165 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $63,165 |
Undistributed income for 2012. This amount must be distributed in 2013 | $14,713 |
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 | Esther Powers Sauer Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-09 | $245,154 |
2 | Esther Woodberry Barrett Fund Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $216,214 | |
3 | Eternally His Ministries | 34 Diana Dr, Woonsocket, RI 02895-2602 | RI | 2004-06 | $12,999 |
4 | Ethan Taylor-Benevolent Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-06 | $216,098 |
5 | Ethel & Jennie Mallett Charitable Trust Connecticut Bank & Trust Co | PO BOX 1802, Providence, RI 02901-1802 | RI | $123,246 | |
6 | Ethel Arnold Wood Scholarship Fund 070160 Fbo Sch0larship Recipiants | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-09 | $83,570 |
7 | Ethel Wood Thomas Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $212,658 | |
8 | Ethleen H Newell Trust, Fleet Bank Of Ma Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-01 | $46,770 |
9 | Etta A Allen Trust T557 Fbo Feeding Hills Cemetery Assn Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | $1 | |
10 | Etta M Shaw Trust | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1970-12 | $1,028,376 |
11 | Seamans E B Uw For Union Ch, U Bp Ch | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,568,475 | |
12 | Eugene Blackford Memorial Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $70,616 | |
13 | Eugene Bogert Trust Uw 0552a | PO BOX 1802, Providence, RI 02901-1802 | RI | $105,413 | |
14 | Eugene C Bogert Trust Uw Fbo Elsie B James 552b | PO BOX 1802, Providence, RI 02901-1802 | RI | $63,212 | |
15 | Eugene Delano Trust Ud 220962 Fbo, Inst Musical Art | PO BOX 1802, Providence, RI 02901-1802 | RI | $683,227 | |
16 | Eugene G & Margaret M Blackford Memorial Fund B | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-09 | $1,745,944 |
17 | Eugene Ionata Tr Ua 102473 Fbo A G Ionata Mem Schl Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $409 |
18 | Father Ferdinand Fent Travel Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-04 | $152,025 |
19 | Fia Major Exhibitions Trust Fund 172180 | PO BOX 1802, Providence, RI 02901-1802 | RI | $13,678 | |
20 | Floyd E Knight Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-02 | $714,352 |
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