James L Goodwin Trust Ua 1964 59-403849420 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
| James L Goodwin Trust Ua 1964 59-403849420 | |
| Employer Identification Number (EIN) | 066069450 |
| Name of Organization | James L Goodwin Trust Ua 1964 59-403849420 |
| In Care of Name | Connecticut Bank & Tr Co |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Ruling Date | 12/1970 |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $774,544 |
| Amount of Income | $267,531 |
| Form 990 Revenue Amount | $57,147 |
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 | $57,147 | $57,147 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $20,098 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-446 | |||
| Other | $37,495 | |||
| Total expenses and disbursements | $46,151 | $7,270 | $0 | $36,977 |
| Compensation of officers, directors, trustees, etc. | $11,289 | |||
| Total operating and administrative expenses | $14,625 | $7,270 | $5,451 | |
| Contributions, gifts, grants paid | $31,526 | |||
| Excess of revenue over expenses and disbursements | $10,996 | |||
| Net investment income | $49,877 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $777,380 | $778,894 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $755,587 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $21,793 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $777,380 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $37,495 |
| 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 | $499 |
| Total credits and payments | $1,200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,200 |
| 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 | $701 |
| Amount to be credited to 2013 estimated tax | $500 |
| 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 | $747,241 |
| Net value of noncharitable-use assets | $736,040 |
| Minimum investment return | $36,802 |
| Distributable Amount (for 2012) | |
| Distributable amount | $36,303 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $36,303 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $6,300 |
| 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 | Inspiring Minds | 763 Westminster St, Providence, RI 02903-4018 | RI | 1990-10 | $781,614 |
| 2 | Institute For Diplomatic Dialogue In The Americas | 40 Lauriston St, Providence, RI 02906 | RI | 2010-04 | $0 |
| 3 | Institute For Planetary Egology Inc | PO BOX 7366, Cumberland, RI 02864-0895 | RI | 1994-05 | $1 |
| 4 | International Association Of Fire Fighters, L1703 Tiverton | 85 Main Rd, Tiverton, RI 02878-1125 | RI | 1959-03 | $65,058 |
| 5 | International Association Of Lions Club, 55485 Block Island | PO BOX 1812, Block Island, RI 02807-1812 | RI | 1969-12 | $62,006 |
| 6 | International Association Of Lions Clubs, 13903 Smithfield | 22 Homestead Ave, Smithfield, RI 02917-3215 | RI | 1940-12 | $44,637 |
| 7 | International Association Of Lions Clubs, 13907 Westerly | PO BOX 611, Westerly, RI 02891-0611 | RI | 1966-03 | $65,203 |
| 8 | J Js Toys For Friends | PO BOX 126, Barrington, RI 02806-0126 | RI | 2010-01 | $3,702 |
| 9 | Tuco J W Hughes Fb Df Con Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-04 | $3,993,964 |
| 10 | James D Gikas Endowment Fund Tr 25- 5734-00 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-05 | $100,714 |
| 11 | James L Goodwin Trust Ua 1964 59-403849420 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $267,531 |
| 12 | James Lee Pardee Salvation Army Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $58,387 | |
| 13 | James M Linton Tr Ua, St Johns Epis Par | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $7,978 |
| 14 | Jamestown Art Center | PO BOX 97, Jamestown, RI 02835-0097 | RI | 2009-06 | $382,774 |
| 15 | Jamestown Parent Teacher Organization | 76 Melrose Avenue, Jamestown, RI 02835 | RI | 2010-06 | $23,922 |
| 16 | Jennie Sears Mcshane Trust 1 6186 1 | PO BOX 1802, Providence, RI 02901-1802 | RI | $530,413 | |
| 17 | Jewish Seniors Agency Workers Comp Trust | 100 Niantic Ave, Providence, RI 02907-3118 | RI | $4,386 | |
| 18 | John Edward Bitgood Trust 2 | PO BOX 1802, Providence, RI 02901-1802 | RI | $389,823 | |
| 19 | John G & Mary Shedd Charitable Tr Ua Fbo 3035010350, Shedd Porter Memorial Library | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1900-01 | $2,590 |
| 20 | John J & Nancy E Hudson Charitable Foundation | 89 Ship St, Providence, RI 02903-4218 | RI | 2003-02 | $151 |
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