Lida P Underhill Charitable Tr 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
- Organizations performing similar types of work
| Lida P Underhill Charitable Tr | |
| Employer Identification Number (EIN) | 010515885 |
| Name of Organization | Lida P Underhill Charitable Tr |
| In Care of Name | Fleet National Bank |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | Charitable Organization |
| Ruling Date | 05/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $284,872 |
| Amount of Income | $333,454 |
| Form 990 Revenue Amount | $24,541 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $333,454 (it was $39,595 in 2012)
| Lida P Underhill Charitable Tr: | $333,454 |
| Other organizations performing similar types of work: | $103,138 |
Assets in 2013: $284,872 (it was $271,731 in 2012)
| This organization: | $284,872 |
| Other organizations performing similar types of work: | $338,623 |
Expenses in 2012: $22,288
| This organization: | $22,288 |
| Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2012: 15.0
| This organization: | 15.0 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 79.6% |
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 | $23,580 | $23,580 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,888 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-26 | |||
| Other | $16,718 | |||
| Total expenses and disbursements | $22,288 | $5,099 | $0 | $16,622 |
| Compensation of officers, directors, trustees, etc. | $8,191 | |||
| Total operating and administrative expenses | $9,788 | $5,099 | $4,122 | |
| Contributions, gifts, grants paid | $12,500 | |||
| Excess of revenue over expenses and disbursements | $1,292 | |||
| Net investment income | $18,481 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $271,731 | $290,201 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $263,600 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $8,131 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $271,731 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $16,718 |
| 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 | $185 |
| Total credits and payments | $390 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $390 |
| 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 | $205 |
| Amount to be credited to 2013 estimated tax | $188 |
| 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 | $284,442 |
| Net value of noncharitable-use assets | $280,180 |
| Minimum investment return | $14,009 |
| Distributable Amount (for 2012) | |
| Distributable amount | $13,824 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $13,824 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | William M Wood Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2007-06 | $35,463,432 |
| 2 | The Canaday Family Charitable Trust Agreement | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-01 | $17,015,108 |
| 3 | Ud M Davis For W Davis Mem Fdn, United States Trust Co Of New York | PO BOX 1802, Providence, RI 02901-1802 | RI | 2005-02 | $13,441,332 |
| 4 | Rena Burney Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-01 | $10,058,752 |
| 5 | The Harry M Miriam C & William C | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-05 | $5,065,981 |
| 6 | Deborah Munroe Noonan Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-08 | $4,881,266 |
| 7 | The Butler Family Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-08 | $4,313,804 |
| 8 | Tr Ua Doris Frick Ac 54-1151234008 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-01 | $3,771,038 |
| 9 | The@john J Sacco And Edith L Sacco Charitable Foundation, Joseph P Sacco Et Al Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2007-03 | $2,473,402 |
| 10 | Salerno Dj & Rg Prvt Fnd Co Tua | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-07 | $2,136,583 |
| 11 | R Wells Harrison Memorial Uw Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2015-03 | $2,105,477 |
| 12 | Charlotte A I Carpenter Tr Uw Fbo Haven United Methodist Ch 0331635, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-06 | $1,321,742 |
| 13 | Howard And Barbara Fales Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-08 | $1,287,893 |
| 14 | Paul G Arpin Charitable Tr, Washington Trust Company Ttee | 23 Broad St Wealth Management, Westerly, RI 02891 | RI | 2014-01 | $1,156,387 |
| 15 | Mae T Drew Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-12 | $1,057,234 |
| 16 | Robert Black Charitable Foundation Uw 30812000 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-02 | $1,056,882 |
| 17 | Vincent V And Anna Mae Pasqua Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-01 | $1,002,436 |
| 18 | Tua Gertrude S Bridge | PO BOX 1802, Providence, RI 02901-1802 | RI | 2012-09 | $943,570 |
| 19 | Braidwood Fund Tua, 42-09-900-8536176 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-11 | $765,368 |
| 20 | Henry Gulko Tr Uw Fbo Abe Gulko | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-09 | $746,764 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 20,448 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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