Lockhart Fam Charitable Tr, Lockhart H Eugene Ttee 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
| Lockhart Fam Charitable Tr, Lockhart H Eugene Ttee | |
| Employer Identification Number (EIN) | 066470176 |
| Name of Organization | Lockhart Fam Charitable Tr |
| Secondary Name | Lockhart H Eugene Ttee |
| In Care of Name | Us Trust Co Of Ny |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | Charitable Organization |
| Ruling Date | 05/2000 |
| 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 | $170,169 |
| Amount of Income | $106,513 |
| Form 990 Revenue Amount | $299,281 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $106,738 | $6,738 | $0 | |
| Contributions, gifts, grants, etc., received | $100,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,040 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $4,698 | |||
| Total expenses and disbursements | $6,965 | $282 | $0 | $6,177 |
| Compensation of officers, directors, trustees, etc. | $443 | |||
| Total operating and administrative expenses | $965 | $282 | $177 | |
| Contributions, gifts, grants paid | $6,000 | |||
| Excess of revenue over expenses and disbursements | $99,773 | |||
| Net investment income | $6,456 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $167,191 | $169,323 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $115,878 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $6,055 | |
| Other | $45,258 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $167,191 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $4,698 |
| 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 | $129 |
| Total credits and payments | $264 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $264 |
| 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 | $135 |
| Amount to be credited to 2013 estimated tax | $132 |
| 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 | $80,947 |
| Net value of noncharitable-use assets | $79,740 |
| Minimum investment return | $3,987 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,858 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,858 |
| 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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| Other organizations in Rhode Island | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Lizzie Holcomb Fund F/B/O West Granby Methodist Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-06 | $52,995 |
| 2 | Lizzie M Davenport Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $113,371 | |
| 3 | Llh Lhm Foundation | 100 Westminster St, Providence, RI 02903-2318 | RI | 1999-11 | $419,701 |
| 4 | Manwiller L & S Trust Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | $2,324,821 | |
| 5 | Local 17 Sheet Metal Apprenticeship Fund Of Rhode Island Smw | 175 Ridge St, Providence, RI 02909-1525 | RI | 1974-08 | $146,430 |
| 6 | Local 251 Training Fund | 1201 Elmwood Ave, Providence, RI 02907-3715 | RI | 2007-03 | $113,357 |
| 7 | Local 37 Iron Workers Scholarship Fund, J Lynch Scholarship Fund | 845 Waterman Ave, E Providence, RI 02914-1713 | RI | 2002-11 | $52,453 |
| 8 | Local 37 Iron Workers Vacation Fund, Vacation Fund | 845 Waterman Ave, E Providence, RI 02914-1713 | RI | 2003-03 | $630,849 |
| 9 | Local 57 Operating Engineers Apprenticeship And Skill Improveme | 141 Gano St, Providence, RI 02906-3822 | RI | 1972-08 | $651,611 |
| 10 | Lochridge Watkins Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-03 | $544,417 |
| 11 | Lockhart Fam Charitable Tr, Lockhart H Eugene Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-05 | $106,513 |
| 12 | Loescher Charitable Trust | 128 Dorrance St Ste 520, Providence, RI 02903-2814 | RI | 2000-08 | $2,699 |
| 13 | Lois Lensky Cove Trust C/O Hartford Natl Bk & Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1966-06 | $75,773 |
| 14 | Lois Orne Paine Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1962-09 | $26,958 |
| 15 | London Bridge Child Care Center Inc | 165 Duke St, E Greenwich, RI 02818-3745 | RI | 1998-04 | $261,686 |
| 16 | Long Wharf & Public Schools Trustees | 31 1/2 Farewell St, Newport, RI 02840-2563 | RI | 1916-05 | $60,266 |
| 17 | Longitude | 21 Crescent St, Providence, RI 02907-3222 | RI | 2007-11 | $34,844 |
| 18 | Looking Glass Theatre Inc | 282 County Rd Ste 2, Barrington, RI 02806-2432 | RI | 1965-09 | $159,772 |
| 19 | Looking Upwards Inc | PO BOX 4289, Middletown, RI 02842-0289 | RI | 1982-12 | $13,900,253 |
| 20 | Loomis Housing Corp-Louise C Merritt Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $449,087 |
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