Lillis R Sawyer Trust Uw 20-0013130 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
Lillis R Sawyer Trust Uw 20-0013130 | |
Employer Identification Number (EIN) | 046019157 |
Name of Organization | Lillis R Sawyer Trust Uw 20-0013130 |
In Care of Name | Shawmut Tr Div 6-15 |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Activities | 4947(a)(2) trust |
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 | 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 | $283,251 |
Amount of Income | $333,453 |
Form 990 Revenue Amount | $20,226 |
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 | $22,012 | $22,012 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $7,032 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $-27 | |||
Other | $15,007 | |||
Total expenses and disbursements | $16,874 | $2,913 | $0 | $13,517 |
Compensation of officers, directors, trustees, etc. | $4,540 | |||
Total operating and administrative expenses | $5,358 | $2,913 | $2,001 | |
Contributions, gifts, grants paid | $11,516 | |||
Excess of revenue over expenses and disbursements | $5,138 | |||
Net investment income | $19,099 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $285,740 | $293,719 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $276,073 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $9,667 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $285,740 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $15,007 |
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 | $382 |
Total credits and payments | $400 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $400 |
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 | $18 |
Amount to be credited to 2013 estimated tax | $18 |
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)? | Yes |
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 | $288,203 |
Net value of noncharitable-use assets | $283,880 |
Minimum investment return | $14,194 |
Distributable Amount (for 2012) | |
Distributable amount | $13,812 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $13,812 |
Undistributed income for 2012. This amount must be distributed in 2013 | $11,810 |
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 | Liberian Community Association Of Ri Inc | P O Box 25307, Providence, RI 02905 | RI | 2015-04 | $0 |
2 | Liberty Foundation Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1962-12 | $541,061 |
3 | Lida P Underhill Charitable Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-05 | $333,454 |
4 | Lifespan Foundation | 167 Point Street, Providence, RI 02903-4771 | RI | 1998-06 | $33,933,738 |
5 | Light Of The Gospel Ministries | PO BOX 15123, Riverside, RI 02915-0123 | RI | 2005-03 | $365,802 |
6 | Lighthouse Family Worship Center | PO BOX 7578, Cumberland, RI 02864-0806 | RI | 1991-12 | $96,286 |
7 | Lighthouse For Youth | 81 Spencer Ct, Wakefield, RI 02879-2820 | RI | 1991-09 | $347,594 |
8 | Lights Out Green In | 3 Fox Tale Drive, Johnston, RI 02919 | RI | 2009-03 | $2,910 |
9 | Lijiang Studio Foundation | 50 S Main St, Providence, RI 02903-2919 | RI | 2005-11 | $12,000 |
10 | Lillian C Moore Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $416,600 | |
11 | Lillis R Sawyer Trust Uw 20-0013130 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $333,453 |
12 | Lily Palmer Fry Memorial Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1957-06 | $446,250 |
13 | Lincoln Country Club Inc | Dexter Rock Rd, Lincoln, RI 02865 | RI | 1966-06 | $704,451 |
14 | Lincoln Family Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-03 | $109,519 |
15 | Lincoln Friends Of Animals Inc | 2 Crest Dr, Lincoln, RI 02865-1612 | RI | 2005-12 | $2,216 |
16 | Lincoln Little League Inc | 6 Blackstone Valley Place, Lincoln, RI 02865-1179 | RI | 1997-03 | $66,897 |
17 | Lincoln School | 301 Butler Ave, Providence, RI 02906-5545 | RI | 1977-02 | $12,220,842 |
18 | Lincoln Youth Football Andcheerleading Association | 24 Bernon Dr, Lincoln, RI 02865-2332 | RI | 2007-03 | $75,120 |
19 | Lincoln Youth Hockey Association | 140 Douglas Pike, N Smithfield, RI 02896-9303 | RI | 2008-08 | $88,298 |
20 | Lincoln Youth Soccer Association | PO BOX 323, Lincoln, RI 02865-0323 | RI | 2000-03 | $150,235 |
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