Stanton Lewis E Tr 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
Stanton Lewis E Tr Uw | |
Employer Identification Number (EIN) | 066031001 |
Name of Organization | Stanton Lewis E Tr Uw |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Foundation | All organizations except 501(c)(3) |
Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
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 | $152,619 |
Amount of Income | $60,098 |
Form 990 Revenue Amount | $12,681 |
Non-representatives - add comments:
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 | $-4,998 | $4,208 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $4,279 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $-75 | |||
Total expenses and disbursements | $9,713 | $1,631 | $0 | $7,727 |
Compensation of officers, directors, trustees, etc. | $2,452 | |||
Total operating and administrative expenses | $4,489 | $1,631 | $2,503 | |
Contributions, gifts, grants paid | $5,224 | |||
Excess of revenue over expenses and disbursements | $-14,711 | |||
Net investment income | $2,577 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $153,407 | $159,264 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $129,065 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $11,530 | |
Other | $12,812 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $153,407 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $-9,202 |
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 | $52 |
Total credits and payments | $225 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $225 |
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 | $173 |
Amount to be credited to 2013 estimated tax | $52 |
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 | $155,592 |
Net value of noncharitable-use assets | $153,260 |
Minimum investment return | $7,663 |
Distributable Amount (for 2012) | |
Distributable amount | $7,611 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $7,611 |
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 | St Marys Feast Recreation Society | 15 Phenix Ave, Cranston, RI 02920-4222 | RI | $0 | |
2 | St Marys Feast Society - Comitato Festa Di Maria Ss Della Civita - O | 15 Phenix Ave, Cranston, RI 02920-4222 | RI | 1982-07 | $0 |
3 | St Paul Evangelical Lutheran Church Cemetery Inc, St Paul Lutheran Cemetery | 389 Greenwich Ave, Warwick, RI 02886-1632 | RI | 1993-06 | $826,993 |
4 | St Paul Housing Corp | 389 Greenwich Ave, Warwick, RI 02886-1632 | RI | 2005-05 | $112,529 |
5 | St Pauls Episcapal Church Uw Cpt 323-24891004 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1978-04 | $194,962 |
6 | St Thomas Ep Bath Chm 249016000601 Form 20673 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-07 | $645,403 |
7 | Stadium Theatre Foundation | 28 Monument Sq, Woonsocket, RI 02895-3023 | RI | 1996-05 | $1,558,953 |
8 | Stand Down Housing Inc | 1010 Hartford Ave, Johnston, RI 02919-5074 | RI | 2008-01 | $140,139 |
9 | Stand Up For Animals | PO BOX 1706, Westerly, RI 02891-0911 | RI | 2002-11 | $450,514 |
10 | Stanley Maston Trust Fbo Uw Plainville Cong Church 33-12585 | PO BOX 1802, Providence, RI 02901-1802 | RI | $53,254 | |
11 | Stanton Lewis E Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $60,098 | |
12 | Star Kids Scholarship Program | 31 John Clarke Rd, Middletown, RI 02842-5641 | RI | 2010-03 | $445,611 |
13 | Star Of The Sea Non Profit Corp Ade Bethune President | 111 Washington Street, Newport, RI 02840 | RI | 1992-02 | $13,885 |
14 | Stardust Foundation Inc | 60 Hammond Hill, Saunderstown, RI 02874 | RI | 2010-02 | $7 |
15 | State Ballet Of Rhode Island | PO BOX 155, Lincoln, RI 02865-0155 | RI | 1967-03 | $76,592 |
16 | Statewide Bay Landing Ii Inc | 1 Court House Sq, Newport, RI 02840-2962 | RI | 1997-04 | $139,564 |
17 | Statewide Bay Landing Inc | 1 Court House Sq, Newport, RI 02840-2962 | RI | 1994-08 | $143,243 |
18 | Statewide Housing Action Coalition Inc | 1070 Main St, Pawtucket, RI 02860-4974 | RI | 2008-03 | $137,728 |
19 | Stauble Scholarship Fund Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1979-02 | $938,715 |
20 | Steele Thomas M Tua Bo St Peters, Fleet National Bank Of Ct | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $78,913 |
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