Thelma S Rodbell Charitable Foundation, Paster Benjamin G Ttee in Cranston, 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Organizations performing similar types of work
| Thelma S Rodbell Charitable Foundation, Paster Benjamin G Ttee | |
| Employer Identification Number (EIN) | 061486581 |
| Name of Organization | Thelma S Rodbell Charitable Foundation |
| Secondary Name | Paster Benjamin G Ttee |
| In Care of Name | Paster & Harpootian |
| Address | 1000 Chapel View Blvd Ste 220, Cranston, RI 02920-3069 |
| Subsection | Charitable Organization |
| Ruling Date | 10/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $5,194,765 |
| Amount of Income | $3,104,638 |
| Form 990 Revenue Amount | $501,896 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $3,104,638 (it was $4,715,540 in 2012)
| Thelma S Rodbell Charitable Foundation, Paster Benjamin G Ttee: | $3,104,638 |
| Other organizations performing similar types of work: | $105,489 |
Assets in 2013: $5,194,765 (it was $4,934,792 in 2012)
| Thelma S Rodbell Charitable Foundation, Paster Benjamin G Ttee: | $5,194,765 |
| Other organizations performing similar types of work: | $325,460 |
Expenses in 2012: $132,143
| Thelma S Rodbell Charitable Foundation, Paster Benjamin G Ttee: | $132,143 |
| Other organizations performing similar types of work: | $49,058 |
Income to expenses ratio in 2012: 23.5
| This organization: | 23.5 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2012: 101.0%
| This organization: | 101.0% |
| Other organizations performing similar types of work: | 22.8% |
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 | $4,457,892 | $13,610 | $0 | |
| Contributions, gifts, grants, etc., received | $4,503,362 | |||
| Interest on savings and temporary cash investments | $3,266 | |||
| Dividends and interest from securities | $10,344 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $49,183 | |||
| Total expenses and disbursements | $132,143 | $866 | $0 | $125,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $7,143 | $866 | $0 | |
| Contributions, gifts, grants paid | $125,000 | |||
| Excess of revenue over expenses and disbursements | $4,325,749 | |||
| Net investment income | $12,744 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,934,792 | $5,018,538 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,897,641 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $15,863 | |
| Other | $1,021,288 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $4,934,792 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-108,263 |
| 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 | $255 |
| Total credits and payments | $2,365 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,365 |
| 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 | $2,110 |
| Amount to be credited to 2013 estimated tax | $2,110 |
| 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 | $841,499 |
| Net value of noncharitable-use assets | $828,880 |
| Minimum investment return | $41,444 |
| Distributable Amount (for 2012) | |
| Distributable amount | $37,026 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $37,026 |
| 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 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $88,291 | $0 | $8,829 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $88,291 | $12 | $8,829 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $0 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $7,829 |
| Unrelated business taxable income before net operating loss deduction | $8,829 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $8,829 |
| Specific deduction | $1,000 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Doree Taylor Charitable Fdn | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-05 | $9,578,942 |
| 2 | Wille Fam Foundation, Wille Howard E Et Al Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2006-05 | $7,553,796 |
| 3 | Fortitude Foundation, Denise M Stack Et Al Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-02 | $7,440,245 |
| 4 | Ethel Walker Smith Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-02 | $5,841,829 |
| 5 | Vera J Clark Irrev Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-03 | $5,430,711 |
| 6 | Luigi Damiano Foundation | 3100 Post Rd, Warwick, RI 02886-7142 | RI | 2010-06 | $4,420,820 |
| 7 | Ejmp Fund For Philanthropy | Weetamoe 2 Rovensky Avenue, Newport, RI 02840 | RI | 2008-07 | $4,295,276 |
| 8 | R D La Penta Medical Scholarship Tr | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 2009-05 | $3,013,720 |
| 9 | Peter J Palermo Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 2012-01 | $1,534,954 |
| 10 | Howard And Sally Payntar Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-01 | $1,373,315 |
| 11 | S Bartley Osborn Family Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-04 | $1,175,433 |
| 12 | Denoble Fam Foundation, Edward V Denoble Et Al Co Ttee | 50 Park Row W Ste 113, Providence, RI 02903-1114 | RI | 2013-11 | $1,004,186 |
| 13 | Richard & Marjorie West Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2005-08 | $992,342 |
| 14 | The George F And Elsie Barnard Hodder Classical Music Fund Ii, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 2005-01 | $978,704 |
| 15 | Louise Davis Halsted Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-02 | $869,373 |
| 16 | R B Sellars Foundation Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 2007-01 | $828,141 |
| 17 | Millar-Porter Hills Ta2 14405-013 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-02 | $815,558 |
| 18 | Barrie O Vanderpoel Family Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-04 | $808,268 |
| 19 | Drusilla Aden Charitable Tr Tua | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-02 | $693,081 |
| 20 | Fuller Fam Charitable Tr, The Washington Trust Company Ttee | 23 Broad St, Westerly, RI 02891-1879 | RI | 2011-01 | $635,441 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 22,395 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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