Maude E Arnold Memorial Fund 33-09138-000 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
Maude E Arnold Memorial Fund 33-09138-000 | |
Employer Identification Number (EIN) | 066140957 |
Name of Organization | Maude E Arnold Memorial Fund 33-09138-000 |
In Care of Name | Fleet Natl Tax Ttee |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Activities | 4947(a)(2) trust |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Ruling Date | 10/1972 |
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 | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $202,163 |
Amount of Income | $84,867 |
Form 990 Revenue Amount | $18,846 |
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 | $18,397 | $18,391 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $4,713 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $3 | |||
Other | $13,681 | |||
Total expenses and disbursements | $12,563 | $1,163 | $0 | $11,058 |
Compensation of officers, directors, trustees, etc. | $1,812 | |||
Total operating and administrative expenses | $2,763 | $1,163 | $1,258 | |
Contributions, gifts, grants paid | $9,800 | |||
Excess of revenue over expenses and disbursements | $5,834 | |||
Net investment income | $17,228 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $205,726 | $208,644 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $176,936 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $14,698 | |
Other | $14,092 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $205,726 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $13,681 |
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 | $345 |
Total credits and payments | $200 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $200 |
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 | $145 |
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 | $206,700 |
Net value of noncharitable-use assets | $203,600 |
Minimum investment return | $10,180 |
Distributable Amount (for 2012) | |
Distributable amount | $9,835 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $9,835 |
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 | Masonic Grand Lodge Charities Of R I Inc | 222 Taunton Ave, E Providence, RI 02914-4556 | RI | 1972-12 | $2,589,078 |
2 | Massachusetts Spitfires Hockey Inc | PO BOX 51, Lincoln, RI 02865-0051 | RI | 2007-06 | $280,619 |
3 | Massasoit Gun Club Inc | PO BOX 14232, E Providence, RI 02914-0232 | RI | 1990-07 | $100,805 |
4 | Master Gardener Association Of Rhode Island Inc, University Of Rhode Island Master G | 3 E Alumini Ave, Kingston, RI 02881 | RI | 2003-04 | $25,167 |
5 | Mathews Herman Foundation | PO BOX 17326, Smithfield, RI 02917-0704 | RI | 1970-02 | $27,500 |
6 | Mathewson Foundation Inc | 224 Bowen Street, Providence, RI 02906-1542 | RI | 1990-10 | $19,210 |
7 | Matthew J Viveiros Memorial Fund Inc | 44 Michael Dr, Bristol, RI 02809-4549 | RI | 2004-08 | $16,143 |
8 | Matthew Siravo Memorial Foundation Inc | PO BOX 5300, Wakefield, RI 02880-5300 | RI | 2003-09 | $570,499 |
9 | Matthews Massachusetts Memorial | PO BOX 1802, Providence, RI 02901-1802 | RI | 2006-10 | $340,345 |
10 | Matunuck Community Association | 150 North Weeden Road, Wakefield, RI 02879 | RI | 2005-08 | $38,949 |
11 | Maude E Arnold Memorial Fund 33-09138-000 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-10 | $84,867 |
12 | Maude E Tyrrel Trust Uw 29157-00-5 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $25,630 |
13 | Maude M Howes Memorial Scholarship Fund - South Shore Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1962-11 | $25,856 |
14 | Maude R Roberts Trust Uw Fbo Lillian M Smith, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $236,638 | |
15 | Maude-Frances Childrens Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-05 | $205,247 |
16 | Maurice E White Tr 1 7460 1, Carmel Marie Fid | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $31,454 |
17 | Maurice Morse Trust 40-4523000070 | PO BOX 1802, Providence, RI 02901-1802 | RI | $48,908 | |
18 | Max & Sophie Mydans Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1964-07 | $126,042 |
19 | Max Richter Foundation | Ten Weybosset St, Providence, RI 02903 | RI | 1969-12 | $20,011 |
20 | Tilton Max Tw | PO BOX 1802, Providence, RI 02901-1802 | RI | 2008-03 | $80,123 |
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