Robert H Champlin Trust Uw 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
| Robert H Champlin Trust Uw | |
| Employer Identification Number (EIN) | 056011297 |
| Name of Organization | Robert H Champlin Trust Uw |
| In Care of Name | Fleet National Bank |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1974 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $9,389,213 |
| Amount of Income | $3,980,104 |
| Form 990 Revenue Amount | $901,825 |
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 | $1,109,234 | $1,108,896 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $251,800 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $159 | |||
| Other | $857,275 | |||
| Total expenses and disbursements | $605,125 | $39,599 | $0 | $541,913 |
| Compensation of officers, directors, trustees, etc. | $61,672 | |||
| Total operating and administrative expenses | $88,911 | $39,599 | $25,699 | |
| Contributions, gifts, grants paid | $516,214 | |||
| Excess of revenue over expenses and disbursements | $504,109 | |||
| Net investment income | $1,069,297 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $9,513,799 | $9,606,678 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $8,226,489 | |
| Investments-corporate bonds | $138,071 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $494,635 | |
| Other | $654,604 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $9,513,799 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $857,275 |
| 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 | $10,693 |
| Total credits and payments | $17,400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $17,400 |
| 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 | $6,707 |
| Amount to be credited to 2013 estimated tax | $6,707 |
| 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 | $9,462,485 |
| Net value of noncharitable-use assets | $9,320,540 |
| Minimum investment return | $466,027 |
| Distributable Amount (for 2012) | |
| Distributable amount | $455,334 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $455,334 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $306,285 |
| 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 | Robert And Donna Colucci Charitable Foundation | 25 Factory Pond Cir, Greenville, RI 02828-2922 | RI | 1998-01 | $1 |
| 2 | Robert And Virginia Siener Family Fund, Siener P Robert Jr & Virginia A | 375 Narrow Ln, Greene, RI 02827-2221 | RI | 2002-03 | $31,536 |
| 3 | Robert B Cranston & Theophilus T Pitman Fund | C/O Vernon Harvey 55 Memorial, Newport, RI 02840 | RI | 1974-05 | $258,930 |
| 4 | Robert B Mccoll Charitable Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-02 | $728,146 |
| 5 | Robert Black Charitable Foundation Uw 30812000 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-02 | $1,056,882 |
| 6 | Robert C Vance Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1958-10 | $684,617 |
| 7 | Robert Cummings Family Foundation | 1 Turks Head Pl Ste 800, Providence, RI 02903-2218 | RI | 2000-08 | $107,888 |
| 8 | Robert Darling Educational Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $126,923 |
| 9 | Robert Frost Teaching Chairs Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1961-09 | $127,523 |
| 10 | Robert G Mirman 14-2630300800 | PO BOX 1802, Providence, RI 02901-1802 | RI | $60,388 | |
| 11 | Robert H Champlin Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $3,980,104 |
| 12 | Robert H Champlin Trust Uw Fbo Library Maintenance Fund 2-1670-00 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $72,785 |
| 13 | Robert H Manross Trust Fbo Manross Memorial Forestville Library Fund, 14-19229-00 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $107,644 |
| 14 | Robert H Manross Trust Fbo Salvation Army Of Bristol Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $150,762 |
| 15 | Robert H Rogers Memorial Fund Ua, Trust No 440500b | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,271 | |
| 16 | Robert J Avila Foundation | 3 Colin Cir, Warren, RI 02885-1700 | RI | 1993-06 | $35,622 |
| 17 | Robert J Benham Jr Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1963-02 | $51,527 |
| 18 | Robert J Benham The A Lilly Benham Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1971-04 | $31,557 |
| 19 | Robert J Edwards Trust U/W | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-08 | $555,158 |
| 20 | Robert Life Haydenville Cong Ch | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $137,886 |
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