Herbert Lehman Ed Fd Tr Uw 01075- 86 0 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
| Herbert Lehman Ed Fd Tr Uw 01075- 86 0 | |
| Employer Identification Number (EIN) | 066268488 |
| Name of Organization | Herbert Lehman Ed Fd Tr Uw 01075- 86 0 |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | Charitable Organization |
| Ruling Date | 09/1990 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| 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 | $1,301,009 |
| Amount of Income | $192,411 |
| Form 990 Revenue Amount | $72,576 |
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 | $59,889 | $59,877 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $37,741 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-166 | |||
| Other | $22,314 | |||
| Total expenses and disbursements | $77,225 | $11,113 | $0 | $65,412 |
| Compensation of officers, directors, trustees, etc. | $17,320 | |||
| Total operating and administrative expenses | $19,586 | $11,113 | $7,773 | |
| Contributions, gifts, grants paid | $57,639 | |||
| Excess of revenue over expenses and disbursements | $-17,336 | |||
| Net investment income | $48,764 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,300,372 | $1,434,117 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $49,131 | |
| Investments-corporate stock | $1,063,411 | |
| Investments-corporate bonds | $50,354 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $137,476 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,300,372 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $22,314 |
| 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 | $975 |
| Total credits and payments | $789 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $789 |
| 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 | $186 |
| 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 | $1,411,750 |
| Net value of noncharitable-use assets | $1,390,580 |
| Minimum investment return | $69,529 |
| Distributable Amount (for 2012) | |
| Distributable amount | $68,554 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $68,554 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $13,600 |
| 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 | Henry W And Harriet E Bruyn Trust, Poughkeepsie Ny Ymca Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-08 | $76,176 |
| 2 | Henry Walker Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-06 | $173,298 |
| 3 | Hera Educational Foundation Inc | Po Box 336, Wakefield, RI 02879 | RI | 1975-06 | $0 |
| 4 | Herbert A Harris Trust Fbo, Ridge Church | PO BOX 1802, Providence, RI 02901-1802 | RI | $44,013 | |
| 5 | Herbert E & Daisy A Stride Memorial Foundation | 50 Memorial Blvd, Newport, RI 02840-3636 | RI | 1972-08 | $482,385 |
| 6 | Herbert E Kershaw Trust Uw State Street Bank & Trust Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-02 | $226,828 |
| 7 | Herbert E Wadsworth Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1966-03 | $258,046 |
| 8 | Herbert H Thresher Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-02 | $328,448 |
| 9 | Herbert J Reeves Tr 726852 12011960 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $59,927 |
| 10 | Herbert J Reeves Trust Dtd 01031961 54-407268620 | PO BOX 1802, Providence, RI 02901-1802 | RI | $110,318 | |
| 11 | Herbert Lehman Ed Fd Tr Uw 01075- 86 0 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1990-09 | $192,411 |
| 12 | Herbert N Humphrey Trust, Maine Nat Bank Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $153,707 |
| 13 | Herbert W Reed Tr Ua Fbo Aspen Grove Cemetery Et Al, 37401403 | PO BOX 1802, Providence, RI 02901-1802 | RI | $462,146 | |
| 14 | Herbert W Reed Trust Fbo Town Of Ware 125-17402900 | PO BOX 1802, Providence, RI 02901-1802 | RI | $100,873 | |
| 15 | Heris Charitable Trust Uw 1045244010 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $992,135 |
| 16 | Heritage Harbor Corporation | 200 Allens Ave 3rd Flconleys Wa, Providence, RI 02903 | RI | 1981-02 | $19 |
| 17 | Heritage Helping Hand | PO BOX 1802, Providence, RI 02901-1802 | RI | 1983-10 | $12,616 |
| 18 | Heritage Of Rhode Island | 63 Rosegarden St, Warwick, RI 02888-2810 | RI | 2003-03 | $387,116 |
| 19 | Herma Moeller Procopiadi Foundation | 129 Beechwood Dr, Cranston, RI 02921-3315 | RI | 2004-03 | $1,279,996 |
| 20 | Herman A & Adele B Snyder Tr Ui | PO BOX 1802, Providence, RI 02901-1802 | RI | 1966-10 | $136,688 |
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