Ahrens Charitable Trust in Providence, Rhode Island (RI)

Organization representatives - add corrected or new information about Ahrens Charitable Trust »

Non-representatives - add comments about Ahrens Charitable Trust»

Ahrens Charitable Trust
Employer Identification Number (EIN)066316388
Name of OrganizationAhrens Charitable Trust
In Care of NameFleet Private Clients Group
AddressPO BOX 1802, Providence, RI 02901-1802
Subsection4947(a)(1) - Private Foundation (Form 990PF Filer)
FoundationAll organizations except 501(c)(3)
Exempt Organization StatusTrust described in section 4947(a)(2) of the IR Code
Tax Period12/2014
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$761,590
Amount of Income$263,352
Form 990 Revenue Amount$60,982


Non-representatives - add comments:


CAPTCHA

Your IP address 52.55.186.225 will be logged.

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$52,654$52,584$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$21,227
Gross rents$0
Gross profit from sales of goods$0
Other income$-159
Other$31,586
Total expenses and disbursements$43,620$7,403$0$35,712
Compensation of officers, directors, trustees, etc.$11,478
Total operating and administrative expenses$13,344$7,403$5,436
Contributions, gifts, grants paid$30,276
Excess of revenue over expenses and disbursements$9,034
Net investment income$45,181
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$776,580$790,681
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$667,390
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$55,282
Other$53,908
Total liabilities$0
Total liabilities and net assets/fund balances$776,580
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$31,586
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$904
Total credits and payments$540
2012 estimated tax payments and 2011 overpayment credited to 2012$540
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$364
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?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$776,915
Net value of noncharitable-use assets$765,260
Minimum investment return$38,263
Distributable Amount (for 2012)
Distributable amount$37,359
Undistributed Income (for 2012)
Distributable amount for 2012$37,359
Undistributed income for 2012. This amount must be distributed in 2013$6,245
Private Operating Foundations (for 2012)
2012201120102009Total
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 Ahrens Charitable Trust to others? (optional)
  
Add photo of Ahrens Charitable Trust (optional)

About You

Your nickname:

Optional Verification

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

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
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
Pink Hands Of Hope in Mechanicsburg, PA
*****
Mountain Tails Animal Rescue in Dublin, VA
The Christine M Mccaffrey Community Emergency Fund in Langhorne, PA
Divine House Of Deliverance in Atlantic City, NJ
****
Cuddlybear Thrift Store Inc in Fortuna, CA
****
Hoarding Project in Tacoma, WA
**
Other organizations in Rhode Island
IdNameAddressStateEstablishedTotal Income
1Adopt-A-FamilyPO BOX 7665, Cumberland, RI 02864-0897RI1995-08$33,595
2Adoption Homestudy Service AgencyPo Box 4824, Rumford, RI 02916RI2006-10$0
3Adoption Rhode Island2 Bradford St, Providence, RI 02903-1092RI1985-03$1,406,367
4Adult Day Center Of Westerly Inc5 Union St, Westerly, RI 02891-2131RI1980-12$608,985
5Advent House102 Linwood Ave, Providence, RI 02909-2313RI1981-12$591,101
6Adventure ZonePO BOX 339, Coventry, RI 02816-0006RI2005-03$40,378
7Stella Amoah Cancer Foundation Sacf27 Gem St, N Providence, RI 02904-4805RI2003-08$1
8Aged & Indigent Womens FundPO BOX 1802, Providence, RI 02901-1802RI1945-01$380,960
9Ahepa 245 Inc158 Ethel Drive, Portsmouth, RI 02871RI1987-08$519,509
10Ahepa 245-Ii Inc87 Girard Road, Newport, RI 02840-1191RI1995-06$343,947
11Ahrens Charitable TrustPO BOX 1802, Providence, RI 02901-1802RI$263,352
12Aida Trapier Trust 08976 Fbo St Albans School, Trapier Aida Co-TteePO BOX 1802, Providence, RI 02901-1802RI$82,041
13Aids Care Ocean State Inc18 Parkis Ave, Providence, RI 02907-1497RI1989-03$3,602,412
14Aids Project Rhode Island IncPO BOX 6688, Providence, RI 02940-6688RI1986-09$183,073
15Aim High Gymnastics Parents Association3355 S County Trl, E Greenwich, RI 02818-1434RI2000-12$362,716
16Alabama Automobile Insurance PlanC/O Aipso 302 Central Avenue, Johnston, RI 02919-4932RI1953-04$869
17Alan C Salmanson Foundation155 South Main Street, Providence, RI 02903-2963RI1985-05$211
18Alaska Automobile Assigned Risk PlanC/O Aipso 302 Central Avenue, Johnston, RI 02919RI1993-03$69,704
19Tuw Alban B & Edna B NixonfundPO BOX 1802, Providence, RI 02901-1802RI1900-01$2,452,755
20Albert & Florence Whitley Memorial FoundationPO BOX 1802, Providence, RI 02901-1802RI1991-07$198,131

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Ahrens Charitable Trust and has no official or unofficial affiliation with Ahrens Charitable Trust