Roy E Carr Trust Uw 21887005 C/O Ri Hospital Trust Natl Bk 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
Roy E Carr Trust Uw 21887005 C/O Ri Hospital Trust Natl Bk | |
Employer Identification Number (EIN) | 056063899 |
Name of Organization | Roy E Carr Trust Uw 21887005 C/O Ri Hospital Trust Natl Bk |
In Care of Name | R I Hospital Trust National Bank |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Activities | Scholarships (other) |
Subsection | Charitable Organization |
Ruling Date | 02/1980 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 10/2014 |
Assets | $100,000 to $499,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $300,446 |
Amount of Income | $132,954 |
Form 990 Revenue Amount | $26,677 |
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 | $19,936 | $19,936 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $8,141 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $-208 | |||
Other | $12,003 | |||
Total expenses and disbursements | $17,613 | $2,404 | $0 | $14,368 |
Compensation of officers, directors, trustees, etc. | $3,682 | |||
Total operating and administrative expenses | $5,613 | $2,404 | $2,368 | |
Contributions, gifts, grants paid | $12,000 | |||
Excess of revenue over expenses and disbursements | $2,323 | |||
Net investment income | $17,532 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $283,694 | $301,300 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $272,618 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $11,076 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $283,694 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $12,003 |
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 | $351 |
Total credits and payments | $488 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $488 |
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 | $137 |
Amount to be credited to 2013 estimated tax | $137 |
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 | $298,760 |
Net value of noncharitable-use assets | $294,280 |
Minimum investment return | $14,714 |
Distributable Amount (for 2012) | |
Distributable amount | $14,363 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $14,363 |
Undistributed income for 2012. This amount must be distributed in 2013 | $11,964 |
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 | Rotary International, North Kingstown Rotary Club | PO BOX 807, N Kingstown, RI 02852-0607 | RI | 1942-09 | $24,530 |
2 | Rotary International, Pawtucket Rhode Island Rotary | PO BOX 1095, Pawtucket, RI 02862-1095 | RI | 1942-11 | $27,654 |
3 | Rotary International, Rotary Club Cumberland-Lincoln | PO BOX 7334, Cumberland, RI 02864-0800 | RI | 1942-09 | $18,152 |
4 | Rotary International, Rotary Club Of Providence | 27 Dryden Lane, Providence, RI 02904-2782 | RI | 1966-09 | $124,204 |
5 | Rotary International | P O Box 461, North Scituate, RI 02857 | RI | 1942-09 | $51,373 |
6 | Rotary International, Rotary Club Of Warren R I Inc | PO BOX 62, Warren, RI 02885-0062 | RI | 1942-09 | $111,102 |
7 | Rotary International, Rotary Club Of Woonsocket Ri Inc | PO BOX 154, Woonsocket, RI 02895-0780 | RI | 1966-09 | $169,313 |
8 | Rotary International, Wakefield Rotary Club | PO BOX 382, Wakefield, RI 02880-0382 | RI | 1966-09 | $124,418 |
9 | Rotary International, Warwick Notary Club | 875 Centerville Rd Ste 3 10, Warwick, RI 02886-4381 | RI | 1950-01 | $87,348 |
10 | Rotary International, Westerly Rhode Island Rotary Club | PO BOX 407, Westerly, RI 02891-0407 | RI | 1942-09 | $48,599 |
11 | Roy E Carr Trust Uw 21887005 C/O Ri Hospital Trust Natl Bk | PO BOX 1802, Providence, RI 02901-1802 | RI | 1980-02 | $132,954 |
12 | Roy T Morgan Foundation | 300 Metro Center Boulevard, Warwick, RI 02886-1710 | RI | 1977-03 | $944,894 |
13 | Royal And Select Masters Of Rhode Island, 1 Providence Council No 1 R & S M | 57 Intervale Rd, Cranston, RI 02910-5233 | RI | 1972-11 | $130,044 |
14 | Royal Arch Masons Of Rhode Island & Providence Plantations, 1 Providence Royal Arch Chapter | 75 East St, West Warwick, RI 02893-5938 | RI | 1972-03 | $553,403 |
15 | Royal Arch Masons Of Rhode Island & Providence Plantations, 15 Harmony Royal Arch Chapter | 36 Greenwich West, West Greenwich, RI 02817 | RI | 1973-02 | $15,800 |
16 | Royal Arch Masons Of Rhode Island & Providence Plantations, 4 Pawtucket Royal Arch Chapter | 25 Flynn Ter, W Warwick, RI 02893-4512 | RI | 1972-06 | $30,386 |
17 | Royal Arts Foundation | 657 Bellevue Ave, Newport, RI 02840-4280 | RI | 1969-10 | $366,384 |
18 | Royal Order Of Jesters | 10 Twins Lane, North Providence, RI 02904 | RI | 1941-12 | $54,096 |
19 | Rufus & Caroline Wiles Sch Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-05 | $96,851 |
20 | Rumbaugh Jefferson Alumni | PO BOX 1802, Providence, RI 02901-1802 | RI | $388 |
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