The Robertston Foundation 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
| The Robertston Foundation | |
| Employer Identification Number (EIN) | 050481538 |
| Name of Organization | The Robertston Foundation |
| In Care of Name | Jocelin G Hamblett |
| Address | 66 Williams St, Providence, RI 02906-1029 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 11/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,676,066 |
| Amount of Income | $353,921 |
| Form 990 Revenue Amount | $50,176 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising Organizations That Cross Categories |
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 | $75,459 | $75,459 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $41,667 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $7 | |||
| Other | $33,785 | |||
| Total expenses and disbursements | $99,888 | $12,130 | $0 | $85,450 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $14,438 | $12,130 | $0 | |
| Contributions, gifts, grants paid | $85,450 | |||
| Excess of revenue over expenses and disbursements | $-24,429 | |||
| Net investment income | $63,329 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,691,150 | $2,273,561 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,660,002 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $31,148 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,691,150 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $33,785 |
| 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 | $1,267 |
| Total credits and payments | $1,884 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,884 |
| 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 | $617 |
| Amount to be credited to 2013 estimated tax | $617 |
| 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 | $2,275,100 |
| Net value of noncharitable-use assets | $2,240,980 |
| Minimum investment return | $112,049 |
| Distributable Amount (for 2012) | |
| Distributable amount | $110,782 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $110,782 |
| 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 | The Norman And Rosalie Fain Family Foundation | 505 Central Ave, Pawtucket, RI 02861-1945 | RI | 1967-04 | $1,403,250 |
| 2 | The Old Town Hall Museum Corporation Incorporated | PO BOX 713, Westerly, RI 02891 | RI | 1991-08 | $0 |
| 3 | The Pauls Specialized Foster Home Inc | 390 Oregon Ave, Woonsocket, RI 02895-4949 | RI | 1986-10 | $480,611 |
| 4 | The Perishable Theater | 95 Empire St, Providence, RI 02903-3217 | RI | 1992-11 | $227,386 |
| 5 | The Players | 400 Benefit St, Providence, RI 02903-2924 | RI | 1987-04 | $99,503 |
| 6 | The Providence Center Inc | 528 N Main Street, Providence, RI 02904-5757 | RI | 1972-02 | $42,294,938 |
| 7 | The Providence Community Health Centers Inc | 375 Allens Ave, Providence, RI 02905-5010 | RI | 1978-10 | $34,999,974 |
| 8 | The Rainbow Foundation | 100 Westminster St Ste 1500, Providence, RI 02903-2395 | RI | 2008-03 | $22,737 |
| 9 | The Review Of International Political Economy Editorial Board | 111 Thayer Street - The Watson, Providence, RI 02912-9043 | RI | 2006-10 | $29,286 |
| 10 | The Rhode Island Building Officials Association | PO BOX 6125, Warwick, RI 02887-6125 | RI | 2007-05 | $61,467 |
| 11 | The Robertston Foundation | 66 Williams St, Providence, RI 02906-1029 | RI | 1996-11 | $353,921 |
| 12 | The Samaritans Inc | 67 Park Pl, Pawtucket, RI 02860-4009 | RI | 1978-08 | $144,140 |
| 13 | The Sanders Memorial Trust Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $1,046,858 |
| 14 | The Sandra Feinstein-Gamm Theatre | 172 Exchange St, Pawtucket, RI 02860-2211 | RI | 1990-10 | $1,284,019 |
| 15 | The Theatre Company Of Rhode Island | PO BOX 627, Harrisville, RI 02830-0627 | RI | 2002-01 | $25,068 |
| 16 | The Thomas F & Lauren C Hudson Charitable Foundation | 89 Ship St, Providence, RI 02903-4218 | RI | 2003-02 | $151 |
| 17 | The Tomorrow Fund | 593 Eddy St, Providence, RI 02903-4923 | RI | 1994-03 | $2,221,341 |
| 18 | The Townsmen Club | 66 Townsmen Way, Mapleville, RI 02839-1234 | RI | 1989-10 | $100,198 |
| 19 | Us-Irc Foundation Inc | 110 Harrison Ave B-10, Newport, RI 02840 | RI | 2005-09 | $0 |
| 20 | The Walter S Meyers And Margaret L Meyers Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-04 | $52,346 |
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