Ralph & Helen B Kelley Foundation Dtd 062283 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
| Ralph & Helen B Kelley Foundation Dtd 062283 | |
| Employer Identification Number (EIN) | 043042476 |
| Name of Organization | Ralph & Helen B Kelley Foundation Dtd 062283 |
| In Care of Name | Shawmut Bank |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 11/1989 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $13,314,824 |
| Amount of Income | $2,771,216 |
| Form 990 Revenue Amount | $317,278 |
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 | $6,260,104 | $992,189 | $0 | |
| Contributions, gifts, grants, etc., received | $5,195,952 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $294,219 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $523 | |||
| Other | $769,410 | |||
| Total expenses and disbursements | $471,178 | $66,815 | $0 | $399,483 |
| Compensation of officers, directors, trustees, etc. | $106,954 | |||
| Total operating and administrative expenses | $116,003 | $668,145 | $44,308 | |
| Contributions, gifts, grants paid | $355,175 | |||
| Excess of revenue over expenses and disbursements | $5,788,926 | |||
| Net investment income | $925,374 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $11,440,508 | $11,147,424 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $11,192,906 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $247,602 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $11,440,508 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $769,410 |
| 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 | $18,507 |
| Total credits and payments | $5,548 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $5,548 |
| 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 | $12,959 |
| 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 | $10,456,157 |
| Net value of noncharitable-use assets | $10,299,320 |
| Minimum investment return | $514,966 |
| Distributable Amount (for 2012) | |
| Distributable amount | $496,459 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $496,459 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $340,227 |
| 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 | R I Labor Management Cooperative Committee Inc, Chabot G Thomas | 779 Park Ave, Cranston, RI 02910-2138 | RI | 1994-12 | $78,560 |
| 2 | R I Nurserymens Association Inc | PO BOX 984, West Kingston, RI 02892-0984 | RI | 1944-07 | $178,985 |
| 3 | R I Society Of Certified Public Accountants | 40 Sharpe Dr Unit 5, Cranston, RI 02920-4485 | RI | 1945-02 | $1,041,083 |
| 4 | R S Gernon Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-03 | $861,923 |
| 5 | R S Realty Company | 111 Brewster St, Pawtucket, RI 02860-4474 | RI | 1971-04 | $755,685 |
| 6 | R-Goal Inc | 218 Greene St, N Smithfield, RI 02896-7923 | RI | 2000-02 | $1 |
| 7 | Rachel F Harris Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1933-10 | $101,891 |
| 8 | Rainbow House, Blue Sky Healing Circle | 57 Rolfe Sq 3671, Cranston, RI 02910 | RI | 1994-12 | $0 |
| 9 | Rainess Schwab Velazquez Foundation Inc | 6 State St, Warren, RI 02885-3120 | RI | $17,935 | |
| 10 | Raising Hope Inc, Raising Hope After School Raising Hope Soccer | 66 Burnett Street, Providence, RI 02907 | RI | 2003-06 | $5,000 |
| 11 | Ralph & Helen B Kelley Foundation Dtd 062283 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-11 | $2,771,216 |
| 12 | Ralph And Clara Shuster Foundation Inc | 909 North Main Street, Providence, RI 02904-5752 | RI | 1961-07 | $341,337 |
| 13 | Ralph C Fletcher Trust Uw Dtd 07-02-69 | PO BOX 1802, Providence, RI 02901-1802 | RI | $275,050 | |
| 14 | Ralph Currier Stuart Trust Amoskeag Bank | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1989-01 | $201,031 |
| 15 | Co Tuw Ralph Edwin Horman | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-11 | $135,275 |
| 16 | Ralph Lerche Tr Fbo N E Kurn Hattin Homes 30021877 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-08 | $264,411 |
| 17 | Ralph S Mohr Trust Uw 24834004 | PO BOX 1802, Providence, RI 02901-1802 | RI | $82,251 | |
| 18 | Ram Swimming Club | 35 Windmill Dr, Wakefield, RI 02879-1531 | RI | 1997-04 | $190,785 |
| 19 | Ray C Smith Memorial Burial Fund Nect C/O Hartford Natl Bk & Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $26,161 |
| 20 | Ray H & Pauline Sullivan Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-01 | $13,021,306 |
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