Ida S Barter Trust 1 6238 1 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
| Ida S Barter Trust 1 6238 1 | |
| Employer Identification Number (EIN) | 046009254 |
| Name of Organization | Ida S Barter Trust 1 6238 1 |
| 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) |
| Ruling Date | 12/1970 |
| 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 | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,527,167 |
| Amount of Income | $489,683 |
| Form 990 Revenue Amount | $103,742 |
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 | $224,664 | $208,689 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $54,161 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $15,975 | |||
| Other | $154,528 | |||
| Total expenses and disbursements | $103,898 | $8,991 | $0 | $91,013 |
| Compensation of officers, directors, trustees, etc. | $16,263 | |||
| Total operating and administrative expenses | $26,898 | $8,991 | $14,013 | |
| Contributions, gifts, grants paid | $77,000 | |||
| Excess of revenue over expenses and disbursements | $120,766 | |||
| Net investment income | $199,698 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,511,637 | $1,613,174 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,306,788 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $90,024 | |
| Other | $114,825 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,511,637 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $154,528 |
| 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 | $1,997 |
| Total credits and payments | $1,532 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,532 |
| 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 | $465 |
| 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 | $1,598,413 |
| Net value of noncharitable-use assets | $1,574,440 |
| Minimum investment return | $78,722 |
| Distributable Amount (for 2012) | |
| Distributable amount | $76,725 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $76,725 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $48,277 |
| 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 | Hymen & Clara Sitrin Awards Trust Ufa | PO BOX 1802, Providence, RI 02901-1802 | RI | $614 | |
| 2 | Hymen & Clara Sitrin Trust Ua Fbo Congregation Of Tiferith Zvi | PO BOX 1802, Providence, RI 02901-1802 | RI | 1966-08 | $185,010 |
| 3 | Hymen And Clara Sitrin Zvi Jacobs | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-01 | $123 |
| 4 | I Kent Fulton Tr Uw Fulton Park 1094804010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $456,982 | |
| 5 | I M Wardwell Charitable Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-10 | $201,939 |
| 6 | National Association Of Government Employees | Po Box 752, East Greenwich, RI 02818 | RI | 1973-05 | $0 |
| 7 | Icpnm Academy | 321 S Main St Ste 101, Providence, RI 02903-7108 | RI | 2004-02 | $1,392,556 |
| 8 | Ida B Littlefield Memorial Trust | 100 Westminster St Ste 1500, Providence, RI 02903-2395 | RI | 1990-02 | $1,405,982 |
| 9 | Ida Lewis Yacht Club Inc | PO BOX 479, Newport, RI 02840-0479 | RI | 1977-10 | $878,401 |
| 10 | Ida M Henry Trust Uw C3956 111858 F Bo Southward Home Eliz Henry Hme, Bank Of Boston Ct | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $132,328 |
| 11 | Ida S Barter Trust 1 6238 1 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $489,683 |
| 12 | Ida S Charlton Charity Fund 1-6711-2 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $698,339 |
| 13 | Idcr | 146 Clifford St, Providence, RI 02903-4163 | RI | 2006-10 | $55,000 |
| 14 | Idella Stuart Hempstead Trust United Bank & Trust Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-11 | $218,674 |
| 15 | Illinois Automobile Insurance Plan | C/O Aipso 302 Central Avenue, Johnston, RI 02919 | RI | 1950-01 | $450,567 |
| 16 | Im Gardiner Family Foundation Inc 209-161001152446 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2008-08 | $1,163,728 |
| 17 | Imogene Maybury Trust Uw 6100144230 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,019,252 |
| 18 | Impossible Dream Inc | 575 Centerville Rd, Warwick, RI 02886-0240 | RI | 1983-05 | $98,854 |
| 19 | Improved Benevolent & Protective Order Of Elks Of Thw World, Otha Boone 931 | 32 Haskins St, Providence, RI 02903-4003 | RI | 1942-03 | $75,599 |
| 20 | In Harmony Therapeutic Riding Inc, Turning Pointe Therapeutic Riding | 40 Collins Rd, Ashaway, RI 02804-2904 | RI | 1995-10 | $319,244 |
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