Urania C Sherburne Trust Uwo R I Hospital Trust 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
| Urania C Sherburne Trust Uwo R I Hospital Trust | |
| Employer Identification Number (EIN) | 056004108 |
| Name of Organization | Urania C Sherburne Trust Uwo R I Hospital Trust |
| In Care of Name | Ri Hospital Trust National Bank |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| 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 | $442,633 |
| Amount of Income | $61,022 |
| Form 990 Revenue Amount | $20,234 |
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 | $20,796 | $20,763 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $15,273 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $5,523 | |||
| Total expenses and disbursements | $31,366 | $5,307 | $0 | $25,760 |
| Compensation of officers, directors, trustees, etc. | $8,411 | |||
| Total operating and administrative expenses | $9,866 | $5,307 | $4,260 | |
| Contributions, gifts, grants paid | $21,500 | |||
| Excess of revenue over expenses and disbursements | $-10,580 | |||
| Net investment income | $15,456 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $428,641 | $592,431 |
| Cash - non-interest-bearing | $-11,385 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $435,220 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,806 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $428,641 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,513 |
| 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 | $309 |
| Total credits and payments | $471 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $471 |
| 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 | $162 |
| Amount to be credited to 2013 estimated tax | $162 |
| 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 | $597,174 |
| Net value of noncharitable-use assets | $588,220 |
| Minimum investment return | $29,411 |
| Distributable Amount (for 2012) | |
| Distributable amount | $29,102 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $29,102 |
| 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 | United Steelworkers, 16031 Local District 4 | 172 Consfellow St, Porvidence, RI 02907 | RI | 1940-12 | $79,250 |
| 2 | United Way Tr U Wh R Stanlyey 137-1042662010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $158,705 | |
| 3 | Univ Of Rochester Ua Hwr 27510-00-7 | PO BOX 1802, Providence, RI 02901-1802 | RI | $615,809 | |
| 4 | University Club | 219 Benefit St, Providence, RI 02903-2708 | RI | 1937-06 | $3,466,494 |
| 5 | University Emergency Medicine Foundation Inc, Department Of Emergency Medicine | 125 Whipple Street, Providence, RI 02908-3258 | RI | 1998-02 | $45,942,625 |
| 6 | University Medical Group Inc, Faculty Practice Plan | 825 Chalkstone Ave, Providence, RI 02908-4728 | RI | 1998-08 | $17,340,880 |
| 7 | University Of Rhode Island Board Of Governors Faculty Center Assn Inc | 95 Upper College Rd, Kingston, RI 02881-2006 | RI | $321,979 | |
| 8 | University Of Rhode Island Professional Staff Association | 300 Roosevelt Hall University Of Rh, Kingston, RI 02881 | RI | 1993-02 | $116,645 |
| 9 | University Of Rhode Island Research Foundation | 75 Lower College Rd Ste 001, Kinston, RI 02881-1966 | RI | 2010-01 | $805,469 |
| 10 | University Of Rhode Island Student Senate Inc, Memorial Union Board Of Directors | 50 Lower College Rd, Kingston, RI 02881-1901 | RI | 1991-04 | $2,515,898 |
| 11 | Urania C Sherburne Trust Uwo R I Hospital Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $61,022 |
| 12 | Urann Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,444,390 |
| 13 | Urban Collaborative | 75 Carpenter St, Providence, RI 02903-3004 | RI | 1990-06 | $2,575,505 |
| 14 | Urban League Of Rhode Island Inc | 246 Prairie Ave, Providence, RI 02905-2333 | RI | 1942-12 | $2,073,498 |
| 15 | Us Board On Books For Young People Inc | 59 Pond View Dr, Warwick, RI 02886-2950 | RI | 1979-03 | $47,063 |
| 16 | Utility Contractors Association Of Rhode Island | PO BOX 7121, Warwick, RI 02887-7121 | RI | 2005-12 | $177,436 |
| 17 | Utility Workers Union Of America Afl-Cio, B310 | 1300 Jefferson Blvd, Warwick, RI 02886-2502 | RI | 1967-04 | $356,112 |
| 18 | Uw C Isham Appt L Isham Residuary | PO BOX 1802, Providence, RI 02901-1802 | RI | 2014-05 | $595,963 |
| 19 | Uw E C Nicoll For St Ignatius Ch | PO BOX 1802, Providence, RI 02901-1802 | RI | $139,116 | |
| 20 | Uw Jean Mauze Charitable Trust 354869 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1980-10 | $1,565,558 |
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