Frederick Lobel Charitable Trust Uw 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
| Frederick Lobel Charitable Trust Uw | |
| Employer Identification Number (EIN) | 046249689 |
| Name of Organization | Frederick Lobel Charitable Trust Uw |
| In Care of Name | Bank Of America |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 02/1974 |
| 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 | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $805,882 |
| Amount of Income | $298,479 |
| Form 990 Revenue Amount | $57,022 |
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 | $85,955 | $85,966 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $23,109 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-176 | |||
| Other | $63,022 | |||
| Total expenses and disbursements | $44,363 | $7,132 | $0 | $35,772 |
| Compensation of officers, directors, trustees, etc. | $10,718 | |||
| Total operating and administrative expenses | $14,363 | $7,132 | $5,772 | |
| Contributions, gifts, grants paid | $30,000 | |||
| Excess of revenue over expenses and disbursements | $41,592 | |||
| Net investment income | $78,834 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $809,698 | $817,175 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $715,060 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $58,560 | |
| Other | $36,078 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $809,698 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $63,022 |
| 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 | $1,577 |
| 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 | $577 |
| 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 | $815,081 |
| Net value of noncharitable-use assets | $802,860 |
| Minimum investment return | $40,143 |
| Distributable Amount (for 2012) | |
| Distributable amount | $38,566 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $38,566 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $29,061 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
| Amvets, Amvets Dept Of Rhode Island in Providence, RI |
Help For The Children Inc in Providence, RI
   |
|
Glenwood Cemetery Co Inc in East Greenwich, RI
|
| Pari Independent Living Center Inc in Pawtucket, RI |
|
Tri-City Alcoholic Rehabilitation Association, Tara Club in Hapeville, GA
|
|
Decatur Youth Enrichment Association in Decatur, AL
|
|
Blue Water Pregnancy Care Center in Port Huron, MI
|
|
Abundant Grace Praise & Worship Church in Houston, TX
|
|
Milwaukee Sharon Junior Academy, Lake Region Conference Of Seventh-D in Milwaukee, WI
|
| Vietnam Veterans Of America Inc in Columbia, SC |
| Other organizations in Rhode Island | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Frederick C Lutze And Christian Rausch Family Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-02 | $254,226 |
| 2 | Frederick C Opper Fam Fund T 30-1133404 | PO BOX 1802, Providence, RI 02901-1802 | RI | $173,651 | |
| 3 | Frederick C Tanner Memorial Fund Inc | 1 Citizens Plaza, Providence, RI 02903-1344 | RI | 1954-09 | $254,428 |
| 4 | Frederick F French Trust 1-162-0 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-09 | $510,626 |
| 5 | Frederick G & Mabel W Mason Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-05 | $88,103 |
| 6 | Frederick H Jones Tr Uw 1050661 | PO BOX 1802, Providence, RI 02901-1802 | RI | $813,948 | |
| 7 | Frederick H Williams Tr Fbo Williams Schol 50588089 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-11 | $36,799 |
| 8 | Frederick J Mccarthy Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $73,347 |
| 9 | Frederick L Parker Tr Uw Fbo 1-1657004, 1st Methodist Church | PO BOX 1802, Providence, RI 02901-1802 | RI | $151,117 | |
| 10 | Frederick L Ray Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1938-05 | $211,378 |
| 11 | Frederick Lobel Charitable Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-02 | $298,479 |
| 12 | Frederick Manross Tr Fbo Br Hos-Lib, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-10 | $866,258 |
| 13 | Frederick Mcdonald Trust C/O Trust Dept State Bk Of Ny | PO BOX 1802, Providence, RI 02901-1802 | RI | 1971-11 | $859,993 |
| 14 | Frederick S Bliss Estate Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $8,754,079 |
| 15 | Free & Accepted Masons Of Rhode Island And Providence Plantations | 121 E Old Greenville Road, North Smithfield, RI 02896-7526 | RI | 1942-07 | $0 |
| 16 | Free & Accepted Masons Of Rhode Island & Providence Plantations, 24 Jenks Lodge | 7 Avenue E, Lincoln, RI 02865-1203 | RI | 1942-07 | $711,187 |
| 17 | Free & Accepted Masons Of Rhode Island & Providence Plantations | 928 Atwood Ave, Johnston, RI 02919 | RI | 1942-07 | $0 |
| 18 | Free & Accepted Masons Of Rhode Island & Providence Plantations, 35 Redwood Lodge | 1375 Warwick Ave, Warwick, RI 02888-5066 | RI | 1972-11 | $29,561 |
| 19 | Free & Accepted Masons Of Rhode Island & Providence Plantations, 40 Over Seas Lodge | 142, Johnston, RI 02919 | RI | 1942-07 | $62,250 |
| 20 | Free & Accepted Masons Of Ri 6 St Albans Lodge | 363 Hope Street, Bristol, RI 02878-1813 | RI | 1972-11 | $0 |
Organization representatives - add corrected or new information about Frederick Lobel Charitable Trust Uw »
Non-representatives - add comments about Frederick Lobel Charitable Trust Uw»