Robert J Benham Jr Scholarship Fund 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 J Benham Jr Scholarship Fund | |
Employer Identification Number (EIN) | 066025588 |
Name of Organization | Robert J Benham Jr Scholarship Fund |
In Care of Name | Fleet Natl Tax Ttee |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Activities | Other school related activities |
Subsection | Charitable Organization, Educational Organization |
Ruling Date | 02/1963 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
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 | $113,817 |
Amount of Income | $51,527 |
Form 990 Revenue Amount | $11,712 |
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 | $12,378 | $12,375 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $2,673 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $2 | |||
Other | $9,703 | |||
Total expenses and disbursements | $6,079 | $1,383 | $0 | $4,426 |
Compensation of officers, directors, trustees, etc. | $2,232 | |||
Total operating and administrative expenses | $3,079 | $1,383 | $1,426 | |
Contributions, gifts, grants paid | $3,000 | |||
Excess of revenue over expenses and disbursements | $6,299 | |||
Net investment income | $10,992 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $117,437 | $119,091 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $100,742 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $8,370 | |
Other | $8,325 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $117,437 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $9,703 |
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 | $220 |
Total credits and payments | $208 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $208 |
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 |
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 | $118,220 |
Net value of noncharitable-use assets | $116,440 |
Minimum investment return | $5,822 |
Distributable Amount (for 2012) | |
Distributable amount | $5,602 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $5,602 |
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 | Robert Cummings Family Foundation | 1 Turks Head Pl Ste 800, Providence, RI 02903-2218 | RI | 2000-08 | $107,888 |
2 | Robert Darling Educational Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $126,923 |
3 | Robert Frost Teaching Chairs Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1961-09 | $127,523 |
4 | Robert G Mirman 14-2630300800 | PO BOX 1802, Providence, RI 02901-1802 | RI | $60,388 | |
5 | Robert H Champlin Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $3,980,104 |
6 | Robert H Champlin Trust Uw Fbo Library Maintenance Fund 2-1670-00 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $72,785 |
7 | 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 |
8 | Robert H Manross Trust Fbo Salvation Army Of Bristol Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $150,762 |
9 | Robert H Rogers Memorial Fund Ua, Trust No 440500b | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,271 | |
10 | Robert J Avila Foundation | 3 Colin Cir, Warren, RI 02885-1700 | RI | 1993-06 | $35,622 |
11 | Robert J Benham Jr Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1963-02 | $51,527 |
12 | Robert J Benham The A Lilly Benham Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1971-04 | $31,557 |
13 | Robert J Edwards Trust U/W | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-08 | $555,158 |
14 | Robert Life Haydenville Cong Ch | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $137,886 |
15 | Robert Morris Trust Shawmut Trust Div 6-15, Fbo Katharin Gay | PO BOX 1802, Providence, RI 02901-1802 | RI | $35,616 | |
16 | Robert O Morris Tr 20 00 1221 0 Ne | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $32,028 |
17 | Robert O Morris Tr Fbo Min Johnson | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $40,845 |
18 | Robert Pape Charitable Tr Ua 021392 Acct No 01-020-0021540 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1992-08 | $152,194 |
19 | Robert Rimmele Tr Scholarship Fund 01-020-3196930 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-02 | $294,458 |
20 | Robert Street Realty Corp | 2756 Post Road No 104, Warwick, RI 02886-3003 | RI | 2001-10 | $158,466 |
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