Wilbur H Ward Educational Tr 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
| Wilbur H Ward Educational Tr | |
| Employer Identification Number (EIN) | 046047818 |
| Name of Organization | Wilbur H Ward Educational Tr |
| In Care of Name | Shawmut Tr D6-15 |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Scholarships (other) |
| Subsection | Educational Organization |
| Ruling Date | 06/1944 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $374,433 |
| Amount of Income | $7,569 |
| Form 990 Revenue Amount | $9,735 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $9,735 | $9,735 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $7,574 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,161 | |||
| Total expenses and disbursements | $34,356 | $2,681 | $0 | $31,630 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $11,456 | $2,681 | $8,730 | |
| Contributions, gifts, grants paid | $22,900 | |||
| Excess of revenue over expenses and disbursements | $-24,621 | |||
| Net investment income | $7,054 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $349,811 | $339,644 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $344,684 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $5,127 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $349,811 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $2,161 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $71 |
| Total credits and payments | $60 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $60 |
| 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 | $11 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $373,703 |
| Net value of noncharitable-use assets | $368,100 |
| Minimum investment return | $18,405 |
| Distributable Amount (for 2011) | |
| Distributable amount | $18,334 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $18,334 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $9,596 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Whitmarsh Corporation | PO BOX 72832, Providence, RI 02907-0832 | RI | 1976-08 | $3,080,985 |
| 2 | Whitney & Karen Bowen Charitable Trust Uw W B 2221300 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1987-02 | $202,960 |
| 3 | Whitney For Charity 137-3090900070 | PO BOX 1802, Providence, RI 02901-1802 | RI | $674,192 | |
| 4 | Whitty Frederick G And Lucy A Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $13,745 | |
| 5 | Wiacheslav A Obnovlenski Thompson Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $4,000,550 |
| 6 | Wickersham Fund Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $129,117 |
| 7 | Wickford Art Association | 36 Beach St, N Kingstown, RI 02852-5745 | RI | 1996-06 | $137,449 |
| 8 | Wickliffe P Draper Trust 1027220 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1985-10 | $113,980 |
| 9 | Widc Realty Corporation | 1300 Highland Corporate Drive No, Cumberland, RI 02864-8714 | RI | 1989-05 | $4,375 |
| 10 | Wikstrom Foundation 40-585500b | PO BOX 1802, Providence, RI 02901-1802 | RI | 1961-06 | $1,447,421 |
| 11 | Wilbur H Ward Educational Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1944-06 | $7,569 |
| 12 | Wildlife Rehabilitators Association Of Rhode Island Inc | 240 Shermantown Rd, Saunderstown, RI 02874-2202 | RI | 1994-04 | $141,365 |
| 13 | Wile Memorial Fund Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1965-10 | $796,901 |
| 14 | Wilhelmina Jackson B O Ah U W | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $5,764,158 |
| 15 | Willard E Treat Trust Uw Fbo, First Cong Ch & So Chong Ch Jo Cong | PO BOX 1802, Providence, RI 02901-1802 | RI | $128,096 | |
| 16 | Willett Free Library | PO BOX 178, Saunderstown, RI 02874-0178 | RI | 1974-01 | $165,573 |
| 17 | Wm & Gladys Murdock Tr Fd | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-04 | $70,761 |
| 18 | William A Clark A-159 | PO BOX 1802, Providence, RI 02901-1802 | RI | $60,813 | |
| 19 | Willianm A Lynch Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $256,158 | |
| 20 | William A Peckham Trust 1 | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,734,955 | |
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