Adelaide Roberts 40-27504 in Providence, Rhode Island (RI)

Adelaide Roberts 40-27504
Employer Identification Number (EIN)	056007066
Name of Organization	Adelaide Roberts 40-27504
In Care of Name	Bank Of America
Address	PO BOX 1802, Providence, RI 02901-1802
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	11/1974
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	09/2014
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	$1,205,841
Amount of Income	$376,629
Form 990 Revenue Amount	$131,588

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$80,085	$80,085	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$40,465
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$-705
Other	$40,325
Total expenses and disbursements	$69,347	$10,878	$0	$56,461
Compensation of officers, directors, trustees, etc.	$16,717
Total operating and administrative expenses	$20,558	$10,878		$7,672
Contributions, gifts, grants paid	$48,789
Excess of revenue over expenses and disbursements	$10,738
Net investment income		$69,207
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$1,228,454	$1,227,151
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$1,088,187
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$65,226
Other	$75,041
Total liabilities	$0
Total liabilities and net assets/fund balances	$1,228,454

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$40,325
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	$692
Total credits and payments	$1,205
2012 estimated tax payments and 2011 overpayment credited to 2012	$1,205
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	$513
Amount to be credited to 2013 estimated tax	$513

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	$1,182,039
Net value of noncharitable-use assets	$1,164,300
Minimum investment return	$58,215

Distributable Amount (for 2012)
Distributable amount	$57,523

Undistributed Income (for 2012)
Distributable amount for 2012	$57,523
Undistributed income for 2012. This amount must be distributed in 2013	$11,694

	2012	2011	2010	2009	Total
Private Operating Foundations (for 2012)
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

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Adelaide Roberts 40-27504 to others? (optional)

Yes

Add photo of Adelaide Roberts 40-27504 (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (216.73.217.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Amvets, Amvets Dept Of Rhode Island in Providence, RI
Help For The Children Inc in Providence, RI
Glenwood Cemetery Co Inc in East Greenwich, RI
Pari Independent Living Center Inc in Pawtucket, RI
Tri-City Alcoholic Rehabilitation Association, Tara Club in Hapeville, GA
Decatur Youth Enrichment Association in Decatur, AL
Blue Water Pregnancy Care Center in Port Huron, MI
Abundant Grace Praise & Worship Church in Houston, TX
Milwaukee Sharon Junior Academy, Lake Region Conference Of Seventh-D in Milwaukee, WI
Vietnam Veterans Of America Inc in Columbia, SC

Recently Added Reviews

Amvets, Amvets Dept Of Rhode Island in Providence, RI

Help For The Children Inc in Providence, RI

Glenwood Cemetery Co Inc in East Greenwich, RI

Pari Independent Living Center Inc in Pawtucket, RI

Tri-City Alcoholic Rehabilitation Association, Tara Club in Hapeville, GA

Decatur Youth Enrichment Association in Decatur, AL

Blue Water Pregnancy Care Center in Port Huron, MI

Abundant Grace Praise & Worship Church in Houston, TX

Milwaukee Sharon Junior Academy, Lake Region Conference Of Seventh-D in Milwaukee, WI

Vietnam Veterans Of America Inc in Columbia, SC

Id	Name	Address	State	Established	Total Income
Other organizations in Rhode Island
1	Action Based Enterprises Inc	141 Main St, Woonsocket, RI 02895-4330	RI	2003-05	$1,897,185
2	Action Learning International	33 North St, Cranston, RI 02920-1722	RI	2008-03	$69,033
3	Ada B Darling Tr U W	PO BOX 1802, Providence, RI 02901-1802	RI		$100,147
4	Addie Avery Thomas Trust	PO BOX 1802, Providence, RI 02901-1802	RI		$26,653
5	Addie P Nelson Trust Uw	10 Tripps Ln, Riverside, RI 02915-3014	RI	1971-09	$51,802
6	Additon Scholarship Fund	10 Tripps Ln, Riverside, RI 02915-3014	RI	1963-01	$248,698
7	Adela A Tucker Uw 211-099008545936	PO BOX 1802, Providence, RI 02901-1802	RI		$1,245,514
8	Adelaide B Howland U Deed 1-2936-3 1st Natl Bk Of Boston, Bankboston Na	PO BOX 1802, Providence, RI 02901-1802	RI	1976-01	$75,490
9	Adelaide Dawson Lynch Memorial Tr Gr Robert M Lynch Acct No 0430576, Tarzwell Gayle F Ttee	PO BOX 1802, Providence, RI 02901-1802	RI	1994-12	$336,455
10	Adelaide Pearson 1-2419-0 C/O 1st Nat Bk Of Boston Ttee	PO BOX 1802, Providence, RI 02901-1802	RI	1973-04	$133,914
11	Adelaide Roberts 40-27504	PO BOX 1802, Providence, RI 02901-1802	RI	1974-11	$376,629
12	Adelante Inc	861a Broad St, Providence, RI 02907-1768	RI	2007-12	$589,901
13	Adele R Decof Foundation	One Smith Hill, Providence, RI 02903	RI	2001-11	$412,496
14	Adeline Laplante Memorial Center	PO BOX 56, Peace Dale, RI 02883-0056	RI	1982-04	$3,715,514
15	Adella H & Alfred T Giller Char Tr	PO BOX 1802, Providence, RI 02901-1802	RI	2000-01	$111,660
16	Adolf Frederick Lang Fund	PO BOX 1802, Providence, RI 02901-1802	RI	1996-07	$1,981,483
17	Adopt A Doctor	101 Dyer St Fl 2, Providence, RI 02903-3926	RI	2014-08	$19,555
18	Adopt-A-Family	PO BOX 7665, Cumberland, RI 02864-0897	RI	1995-08	$33,595
19	Adoption Homestudy Service Agency	Po Box 4824, Rumford, RI 02916	RI	2006-10	$0
20	Adoption Rhode Island	2 Bradford St, Providence, RI 02903-1092	RI	1985-03	$1,406,367