Nathaniel Wheeler Tr 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
- Organizations performing similar types of work
| Nathaniel Wheeler Tr Ua | |
| Employer Identification Number (EIN) | 046437271 |
| Name of Organization | Nathaniel Wheeler Tr Ua |
| In Care of Name | Fleet National Bank |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | 4947(a)(2) trust |
| Subsection | Charitable Organization |
| Ruling Date | 04/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,448,751 |
| Amount of Income | $1,279,615 |
| Form 990 Revenue Amount | $89,779 |
| National Taxonomy of Exempt Entities (NTEE) | Environmental Quality, Protection and Beautification: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2013: $1,279,615 (it was $185,114 in 2012)
| This organization: | $1,279,615 |
| Other organizations performing similar types of work: | $105,588 |
Assets in 2013: $1,448,751 (it was $1,396,868 in 2012)
| Nathaniel Wheeler Tr Ua: | $1,448,751 |
| Other organizations performing similar types of work: | $721,297 |
Expenses in 2012: $75,725
| Nathaniel Wheeler Tr Ua: | $75,725 |
| Other organizations performing similar types of work: | $59,219 |
Income to expenses ratio in 2012: 16.9
| Nathaniel Wheeler Tr Ua: | 16.9 |
| Other organizations performing similar types of work: | 1.6 |
Grants share in income in 2012: 0.0%
| Nathaniel Wheeler Tr Ua: | 0.0% |
| Other organizations performing similar types of work: | 9.8% |
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 | $110,520 | $110,520 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $36,142 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-103 | |||
| Other | $74,481 | |||
| Total expenses and disbursements | $75,725 | $11,480 | $0 | $61,292 |
| Compensation of officers, directors, trustees, etc. | $17,818 | |||
| Total operating and administrative expenses | $31,349 | $11,480 | $16,916 | |
| Contributions, gifts, grants paid | $44,376 | |||
| Excess of revenue over expenses and disbursements | $34,795 | |||
| Net investment income | $99,040 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,396,868 | $1,460,818 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,382,625 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $14,243 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,396,868 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $74,481 |
| 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 | $1,981 |
| Total credits and payments | $1,568 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,568 |
| 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 | $413 |
| 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 | $1,440,788 |
| Net value of noncharitable-use assets | $1,419,180 |
| Minimum investment return | $70,959 |
| Distributable Amount (for 2012) | |
| Distributable amount | $68,978 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $68,978 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $66,404 |
| 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 | Southern Weed Science Society Endowment Foundation Inc | 1331 S Eads St Apt 414, Arlington, VA 22202-4732 | VA | 1987-08 | $13,184 |
| 2 | Madison Square Park Conservancy Inc | Eleven Madison Ave, New York, NY 10010-3643 | NY | 2003-02 | $3,836,758 |
| 3 | Horticultural Research Institute Endowment Fund Inc | 525 9th St Nw 8th Floor, Washington, DC 20004-2157 | DC | 1976-01 | $2,725,844 |
| 4 | Nathaniel Wheeler Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-04 | $1,279,615 |
| 5 | Virginia Nurserymens Association Horticulture Research Foundation | 383 Coal Hollow Rd, Christiansbrg, VA 24073-6721 | VA | 1994-04 | $498,841 |
| 6 | Garden Club Council Of Winston- Salem Inc | 100 Reynolda Vlg, Winston Salem, NC 27106-5123 | NC | 1976-02 | $105,588 |
| 7 | Kettle Moraine Garden Club Inc | PO BOX 22, Nashotah, WI 53058-0022 | WI | 1960-09 | $67,316 |
| 8 | Master Gardener Foundation Of Washington State | 12307 Marble Rd, Yakima, WA 98908-9152 | WA | 1993-11 | $49,929 |
| 9 | Pennsylvania Landscape And Nursery Assoication Foundation | 1707 South Cameron Street, Harrisburg, PA 17104-3100 | PA | 1991-05 | $20,933 |
| 10 | Friends Of The Mendocino Coast Botanical Gardens | 18220 North Highway One, Fort Bragg, CA 95437 | CA | 1999-10 | $0 |
| 11 | Rock Island Horticulture Club | 2524 4th Avenue, Rock Island, IL 61201 | IL | 2003-05 | $0 |
| 12 | Temecula Valley Garden Club | Po Box 1526, Temecula, CA 92593 | CA | 2002-08 | $0 |
| 13 | The Northern Virginia Bird Club | Po Box 5812, Arlington, VA 22205-0812 | VA | 2007-11 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||
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| Total | 13 | ||||||||||||||||||||
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