Obrien Oldham Family Trust 400-5224005, 52250048 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
| Obrien Oldham Family Trust 400-5224005, 52250048 | |
| Employer Identification Number (EIN) | 046293128 |
| Name of Organization | Obrien Oldham Family Trust 400-5224005 |
| Secondary Name | 52250048 |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| 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 | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,314,609 |
| Amount of Income | $488,005 |
| Form 990 Revenue Amount | $129,735 |
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 | $129,318 | $128,811 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $29,802 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $18 | |||
| Other | $99,498 | |||
| Total expenses and disbursements | $73,543 | $10,095 | $0 | $61,440 |
| Compensation of officers, directors, trustees, etc. | $15,876 | |||
| Total operating and administrative expenses | $19,333 | $10,095 | $7,230 | |
| Contributions, gifts, grants paid | $54,210 | |||
| Excess of revenue over expenses and disbursements | $55,775 | |||
| Net investment income | $118,716 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,339,700 | $1,364,400 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,140,517 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $109,698 | |
| Other | $89,485 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,339,700 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $99,498 |
| 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 | $2,374 |
| Total credits and payments | $1,300 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,300 |
| 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 | $1,074 |
| 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 | $1,330,183 |
| Net value of noncharitable-use assets | $1,310,240 |
| Minimum investment return | $65,512 |
| Distributable Amount (for 2012) | |
| Distributable amount | $63,138 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $63,138 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $11,823 |
| 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 | Nuclear Suppliers Association | PO BOX 1354, Westerly, RI 02891-0905 | RI | 1984-11 | $263,143 |
| 2 | Nulman Foundation | 102 Prospect St, Providence, RI 02906-1446 | RI | 1958-02 | $227,738 |
| 3 | Nursing Foundation Of Rhode Island | Po Box 41702, Providence, RI 02940 | RI | 1991-11 | $0 |
| 4 | Nusco Union Ret Health-Combined, 40-0012909010 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-02 | $46,475,618 |
| 5 | O B & A L Oconner Education Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-04 | $189,477 |
| 6 | O Halloran Family Foundation, O Halloran Gerard Ttee | 158 Main St, N Kingstown, RI 02852-5034 | RI | 2001-02 | $404,499 |
| 7 | Oakes Ames School Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1945-01 | $245,415 |
| 8 | Oakmont Community Resources Inc | 289 Cottage St, Pawtucket, RI 02860 | RI | 2002-10 | $388,872 |
| 9 | Oasis International | 600 Broad St, Providence, RI 02907-1456 | RI | 1994-11 | $51,650 |
| 10 | Obed Apartments Inc | 249 Roosevelt Ave, Pawtucket, RI 02860-2134 | RI | 1986-09 | $83,725 |
| 11 | Obrien Oldham Family Trust 400-5224005, 52250048 | PO BOX 1802, Providence, RI 02901-1802 | RI | $488,005 | |
| 12 | Occupational And Environmental Health Center Of Ri Inc | 410 S Main St, Providence, RI 02903-2982 | RI | 2001-01 | $252,410 |
| 13 | Ocean Community Ymca | 95 High St, Westerly, RI 02891-1812 | RI | 1942-06 | $4,822,685 |
| 14 | Ocean County Womans Assn Tr Uw 00001140380 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-03 | $125,467 |
| 15 | Ocean Research And Education Ltd | PO BOX 638, Saunderstown, RI 02874-0638 | RI | 1997-06 | $8,936 |
| 16 | Ocean State Action | 741 Westminster St, Providence, RI 02903-4062 | RI | 2005-12 | $123,279 |
| 17 | Ocean State Action Fund | 99 Bald Hill Rd, Cranston, RI 02920-2648 | RI | 1990-10 | $132,069 |
| 18 | Immunization Matters | 2130 Mendon Rd Ste 3, Cumberland, RI 02864-3837 | RI | 2006-05 | $24,604 |
| 19 | Ocean State Business Development Authority Inc | 155 S Main St Ste 403, Providence, RI 02903-2963 | RI | 1983-10 | $665,089 |
| 20 | Ocean State Center For Independent Living | 1944 Warwick Avenue, Warwick, RI 02889-2448 | RI | 1988-11 | $872,298 |
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