The Winter Family Foundation, Sullivan & Co in Warwick, 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 Winter Family Foundation, Sullivan & Co | |
| Employer Identification Number (EIN) | 050426485 |
| Name of Organization | The Winter Family Foundation |
| Secondary Name | Sullivan & Co |
| In Care of Name | Daniel Ryan Sansiveri Ryan |
| Address | 2457 Post Rd, Warwick, RI 02886-2214 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1988 |
| 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 | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,599,570 |
| Amount of Income | $1,175,276 |
| Form 990 Revenue Amount | $132,786 |
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 | $95,272 | $95,272 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $28,412 | |||
| Dividends and interest from securities | $51,747 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,381 | |||
| Other | $13,732 | |||
| Total expenses and disbursements | $119,555 | $12,243 | $0 | $106,653 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $12,905 | $12,243 | $3 | |
| Contributions, gifts, grants paid | $106,650 | |||
| Excess of revenue over expenses and disbursements | $-24,283 | |||
| Net investment income | $83,029 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,569,405 | $1,623,515 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $754,643 | |
| Investments-corporate bonds | $613,213 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $201,549 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,569,405 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $13,732 |
| 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 | $1,661 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $36 |
| Tax due | $1,697 |
| 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? | No |
| 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 | $1,564,005 |
| Net value of noncharitable-use assets | $1,540,540 |
| Minimum investment return | $77,027 |
| Distributable Amount (for 2012) | |
| Distributable amount | $75,366 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $75,366 |
| 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 | Theodore K Lawless Trust B | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $644,989 |
| 2 | Thomas Cusack For Jewish Federation 3-67293 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $127,955 |
| 3 | Turnley Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1948-05 | $356 |
| 4 | Tuw Blanche A Robinson Charitable Nationsbank Of Tennessee Tr Dept, Commerce Union Bk Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $134,197 | |
| 5 | Tuw Finley Gracey Charitable 380-3311801 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-12 | $3,455,389 |
| 6 | U G Orendorf Educational Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-12 | $192,165 |
| 7 | University Of Missouri Medical Professional Liability Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1978-09 | $17,333,283 |
| 8 | Utility Economic Development Association | 1 Stewart Ct, Newport, RI 02840-6907 | RI | 2002-07 | $188,414 |
| 9 | The Walter B Ford Science Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-04 | $172,236 |
| 10 | The Westerly Hospital Auxiliary Inc | 25 Wells St, Westerly, RI 02891-2922 | RI | 1985-02 | $162,132 |
| 11 | The Winter Family Foundation, Sullivan & Co | 2457 Post Rd, Warwick, RI 02886-2214 | RI | 1988-02 | $1,175,276 |
| 12 | The Woonsocket Neighborhood Development Corporation, Neighbor Works Blackstone River Val | 719 Front St Unit 105, Woonsocket, RI 02895-5278 | RI | 1993-10 | $2,613,108 |
| 13 | The@ararat Association Inc C/O Alan G Zartarian | PO BOX 7602, Warwick, RI 02887-7602 | RI | 1997-05 | $50,375 |
| 14 | The@carol A Peterson Foundation | 28 Bradford Rd, Cranston, RI 02910-4723 | RI | 2001-04 | $300,077 |
| 15 | The@david And Elayne Weener Family Foundation, Robinson Willard T | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-05 | $78,748 |
| 16 | The@george F And Elsie Barnard Hodder Classical Music Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-11 | $2,566,313 |
| 17 | The@gregory Kent Hill And Robert Harrison Gregory Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-02 | $19,980 |
| 18 | The Harry M Miriam C & William C | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-05 | $5,065,981 |
| 19 | The@john J Sacco And Edith L Sacco Charitable Foundation, Joseph P Sacco Et Al Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2007-03 | $2,473,402 |
| 20 | The@paul F Ronci Memorial Trust Scholarship Fund, Fonseca Marylouise K Ttee | PO BOX 515, Harmony, RI 02829-0515 | RI | 1998-06 | $239,307 |
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