L & F Tifft Fund Trust Ua 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
| L & F Tifft Fund Trust Ua | |
| Employer Identification Number (EIN) | 046033910 |
| Name of Organization | L & F Tifft Fund Trust Ua |
| In Care of Name | Fleet National Bank Ttee |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| 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 | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,290,194 |
| Amount of Income | $855,197 |
| Form 990 Revenue Amount | $209,762 |
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 | $218,232 | $217,323 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $56,046 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $45 | |||
| Other | $162,141 | |||
| Total expenses and disbursements | $113,285 | $15,752 | $0 | $92,920 |
| Compensation of officers, directors, trustees, etc. | $24,803 | |||
| Total operating and administrative expenses | $31,301 | $15,752 | $10,936 | |
| Contributions, gifts, grants paid | $81,984 | |||
| Excess of revenue over expenses and disbursements | $104,947 | |||
| Net investment income | $201,571 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,395,480 | $2,432,653 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,061,844 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $171,067 | |
| Other | $162,569 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,395,480 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $162,141 |
| 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 | $4,031 |
| Total credits and payments | $4,913 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,913 |
| 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 | $882 |
| Amount to be credited to 2013 estimated tax | $882 |
| 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 | $2,394,372 |
| Net value of noncharitable-use assets | $2,358,460 |
| Minimum investment return | $117,923 |
| Distributable Amount (for 2012) | |
| Distributable amount | $113,892 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $113,892 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $102,956 |
| 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 | The Koffler Bornstein Family Foundation | 10 Memorial Blvd Ste 901, Providence, RI 02903-1152 | RI | 1978-06 | $3,787,921 |
| 2 | Kollerstrom Charitable Fund Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-06 | $1,332,178 |
| 3 | Koonce Family Foundation Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2005-11 | $2,098,046 |
| 4 | Korean Association Of Rhode Island | PO BOX 9142, Providence, RI 02940-9142 | RI | 1981-06 | $33,352 |
| 5 | Kosciuszko Polish Home Of Pawtucket Ri | 5 Rollingwood Dr, Lincoln, RI 02865-4713 | RI | 1952-10 | $4,869 |
| 6 | Kostas C Yerontitis Trust 1-3779 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $178,252 |
| 7 | Kristen And John Carter Charitable Tr 07011999 | 24 Taylors Ln S, L Compton, RI 02837-1115 | RI | 2001-11 | $10,357 |
| 8 | Kurt & Arlette Seligmann Foundation, Shaughnessy Charles J Co Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-10 | $1,234,964 |
| 9 | Kynett Trust Nantucket Cottage Hosp 6-6789-0 | PO BOX 1802, Providence, RI 02901-1802 | RI | $26,088 | |
| 10 | L & F Tifft Bo Bshs Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | $806,687 | |
| 11 | L & F Tifft Fund Trust Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | $855,197 | |
| 12 | L C Colt Memorial Ambulance | PO BOX 1802, Providence, RI 02901-1802 | RI | 1987-10 | $113,495 |
| 13 | L C Hale Trust Uw Fbo Manchester Hospital 14-1111103010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $70,398 | |
| 14 | L J R Corporation | 249 Roosevelt Ave, Pawtucket, RI 02860-2134 | RI | 2003-09 | $130,025 |
| 15 | L S Cortright Charitable Trust, First Valley Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $236,162 | |
| 16 | L W Tiffany Trust Uw 878904 Conn Bk & Tr Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $51,007 |
| 17 | La Providence 9 | 750 Laten Knight Rd, Cranston, RI 02921-3214 | RI | 2004-10 | $19,421 |
| 18 | Labor Management Cooperation Tr | 11 Hemingway Dr, Riverside, RI 02915-2225 | RI | 1997-10 | $137,377 |
| 19 | Laborers International Union Of North America, 1217 Local Union | PO BOX 8759, Cranston, RI 02920-0759 | RI | 1940-09 | $174,830 |
| 20 | Laborers International Union Of North America, 1322 Hcl | 410 S Main St, Providence, RI 02903-2982 | RI | 1968-02 | $397,432 |
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