John W Adamy Trust Uw Fbo, Zion Evangelical Lutheran Church in Providence, Rhode Island (RI)

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John W Adamy Trust Uw Fbo, Zion Evangelical Lutheran Church
Employer Identification Number (EIN)066311489
Name of OrganizationJohn W Adamy Trust Uw Fbo
Secondary NameZion Evangelical Lutheran Church
In Care of NameFleet Private Clients Group
AddressPO BOX 1802, Providence, RI 02901-1802
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date09/1997
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2014
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$525,397
Amount of Income$182,210
Form 990 Revenue Amount$34,369
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2014: $182,210 (it was $68,177 in 2012)
This organization: 

 $182,210
Other organizations performing similar types of work: 

 $120,021

Assets in 2014: $525,397 (it was $518,837 in 2012)
John W Adamy Trust Uw Fbo, Zion Evangelical Lutheran Church: 

 $525,397
Other organizations performing similar types of work: 

 $470,342

Expenses in 2012: $26,945
John W Adamy Trust Uw Fbo, Zion Evangelical Lutheran Church: 

 $26,945
Other organizations performing similar types of work: 

 $61,754

Income to expenses ratio in 2012: 6.8
John W Adamy Trust Uw Fbo, Zion Evangelical Lutheran Church: 

 6.8
Other organizations performing similar types of work: 

 2.0

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$40,955$40,955$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$12,748
Gross rents$0
Gross profit from sales of goods$0
Other income$-47
Other$28,254
Total expenses and disbursements$26,945$5,075$0$21,619
Compensation of officers, directors, trustees, etc.$7,909
Total operating and administrative expenses$9,334$5,075$4,008
Contributions, gifts, grants paid$17,611
Excess of revenue over expenses and disbursements$14,010
Net investment income$35,880
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$518,837$529,456
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$508,765
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$10,072
Total liabilities$0
Total liabilities and net assets/fund balances$518,837
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$28,254
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$718
Total credits and payments$301
2012 estimated tax payments and 2011 overpayment credited to 2012$301
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$417
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$521,444
Net value of noncharitable-use assets$513,620
Minimum investment return$25,681
Distributable Amount (for 2012)
Distributable amount$24,963
Undistributed Income (for 2012)
Distributable amount for 2012$24,963
Undistributed income for 2012. This amount must be distributed in 2013$3,653
Private Operating Foundations (for 2012)
2012201120102009Total
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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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1S & G FoundationPO BOX 860, Saratoga Spgs, NY 12866-0860NY1998-01$316,260,515
2The Walsh Foundation190 S Lasalle St Ste 1700, Chicago, IL 60603-3496IL1995-06$46,605,330
3Tasajillo Charitable Trust, Wyatt O S Jr TteePO BOX 56223, Houston, TX 77256-6223TX1997-06$40,568,060
4Stuller Family Foundation1213 Terrace Hwy, Broussard, LA 70518-7643LA1995-04$34,623,905
5Phillip S Miller FoundationPO BOX 3168, Portland, OR 97208-3168OR1996-09$32,166,827
6Taishoff Family Foundation Tr4085 Tamiami Trl N Ste B104, Naples, FL 34103-3724FL1996-01$30,254,004
7Zs & M Wilf Foundation Inc200 Central Avenue, Mountainside, NJ 07092-1926NJ1998-06$23,767,898
8Gertrude & Walter Swanson Jr FoundationPO BOX 1802, Providence, RI 02901-1802RI1995-05$6,713,327
9Lange Burk FundPO BOX 1802, Providence, RI 02901-1802RI1997-02$2,816,892
10Hecht Memorial FundPO BOX 1802, Providence, RI 02901-1802RI1983-07$2,444,606
11Florence Robertson FundPO BOX 1802, Providence, RI 02901-1802RI1974-06$2,137,513
12G Walter Woodworth Charitable Remainder UnitrustPO BOX 1802, Providence, RI 02901-1802RI1998-03$1,710,639
13Fnz Foundation Inc160 Webster St, Newport, RI 02840-6913RI1996-11$753,220
14Sachem Foundation90 Elm St, Providence, RI 02903-4647RI1997-10$696,671
15Harry And Ruth Witte TrustPO BOX 1802, Providence, RI 02901-1802RI1995-04$552,562
16Brauchler-Collins Charitable Foundation19 Walcott Ave, Jamestown, RI 02835-2937RI1995-02$451,141
17William N Merrick Trust Uw, NationsbankPO BOX 1802, Providence, RI 02901-1802RI1998-06$415,090
18Manley-Winser Foundation 137 11542007PO BOX 1802, Providence, RI 02901-1802RI1984-05$347,736
19O B & A L Oconner Education FundPO BOX 1802, Providence, RI 02901-1802RI1998-04$189,477
20William H Ghiloni Charitable Remainder Tr A 020697931 Jefferson Blvd Ste 2004, Warwick, RI 02886-2235RI1998-06$5,668
Number of organizations performing similar types of work
Alabama57
Arkansas13
Arizona25
California194
Colorado52
Connecticut33
District of Columbia19
Delaware17
Florida265
Georgia95
Hawaii12
Iowa17
Idaho7
Illinois126
Indiana58
Kansas19
Kentucky18
Louisiana33
Massachusetts75
Maryland77
Maine8
Michigan100
Minnesota45
Missouri17
Mississippi18
Montana7
North Carolina122
North Dakota2
Nebraska18
New Hampshire11
New Jersey112
New Mexico4
Nevada17
New York230
Ohio138
Oklahoma29
Oregon20
Pennsylvania166
Rhode Island22
South Carolina27
South Dakota2
Tennessee51
Texas160
Utah24
Virginia74
Vermont8
Washington23
Wisconsin52
West Virginia16
Wyoming7
International2
Total2,744

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