Rose A Lott Trust Uw 3300282 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
Rose A Lott Trust Uw 3300282 | |
Employer Identification Number (EIN) | 066024522 |
Name of Organization | Rose A Lott Trust Uw 3300282 |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 10/1974 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
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 | $142,619 |
Amount of Income | $83,678 |
Form 990 Revenue Amount | $10,720 |
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 | $14,806 | $14,803 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $3,437 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $3 | |||
Other | $11,366 | |||
Total expenses and disbursements | $6,685 | $1,034 | $0 | $5,651 |
Compensation of officers, directors, trustees, etc. | $1,600 | |||
Total operating and administrative expenses | $2,207 | $1,034 | $1,173 | |
Contributions, gifts, grants paid | $4,478 | |||
Excess of revenue over expenses and disbursements | $8,121 | |||
Net investment income | $13,769 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $131,892 | $132,244 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $129,586 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $2,306 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $131,892 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $11,366 |
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 | $275 |
Total credits and payments | $100 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $100 |
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 | $175 |
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 | $129,928 |
Net value of noncharitable-use assets | $127,980 |
Minimum investment return | $6,399 |
Distributable Amount (for 2012) | |
Distributable amount | $6,124 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $6,124 |
Undistributed income for 2012. This amount must be distributed in 2013 | $663 |
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 | Roland King Trust U/W Fbo Family Welfare | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $204,913 |
2 | Arthur & Marvis Rolland Tua-Hill | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-10 | $274,727 |
3 | Roman-Mason Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1959-10 | $202,151 |
4 | Ron And Tia Moir Charitable Tr, Moir David D Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-06 | $186,559 |
5 | Ron Duprey Sailing Foundation | 5 Marina Plaza, Newport, RI 02840 | RI | 2009-09 | $0 |
6 | Ronald Mcdonald House Of Providence Inc | 45 Gay St, Providence, RI 02905-2322 | RI | 1987-12 | $4,597,175 |
7 | Ronald Perryman Foundation Forchildren Of Fathers With Als Inc | 84 Vine St, Woonsocket, RI 02895-1134 | RI | 2007-12 | $62,630 |
8 | Rosa O Hall Tr 2 Fbo Hall Found | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $372,557 |
9 | Rosabelle Thrasher Griswold Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-10 | $47,113 |
10 | Rose A Lott Trust Uw 33-0283 Fbo H Goodrich Chap Kings Daughter | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $82,860 |
11 | Rose A Lott Trust Uw 3300282 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-10 | $83,678 |
12 | Rose D Wright Tr U W Frank Wright Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $20,974 |
13 | Rose Knoop Trust V1315 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-01 | $3,389,004 |
14 | Rose M Rondeau Tr 1 7969 1 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $114,154 |
15 | Rose Nulman Park Foundation | 102 Prospect St, Providence, RI 02906-1446 | RI | 2007-10 | $246,813 |
16 | Rose Smith Trust 20-00-14300, Winifred | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $187,787 |
17 | Rose-Arc Housing Inc | 500 Prospect Street, Pawtucket, RI 02860-6258 | RI | 1999-09 | $58,811 |
18 | Randonneurs Usa Inc | 10 Bliss Mine Rd, Middletown, RI 02842-7004 | RI | 2000-07 | $118,766 |
19 | Ruth A Leatherman Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $342,139 | |
20 | Ruth Rawlings Mott Endowment Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1986-04 | $80,752 |
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