Anna F Ardenghi Testa Trust Uw 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
| Anna F Ardenghi Testa Trust Uw | |
| Employer Identification Number (EIN) | 066240247 |
| Name of Organization | Anna F Ardenghi Testa Trust Uw |
| In Care of Name | Fleet Natl Tax Ttee |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1982 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $601,741 |
| Amount of Income | $137,108 |
| Form 990 Revenue Amount | $53,574 |
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 | $23,775 | $23,775 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $14,168 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $9,607 | |||
| Total expenses and disbursements | $38,567 | $2,161 | $0 | $35,606 |
| Compensation of officers, directors, trustees, etc. | $3,282 | |||
| Total operating and administrative expenses | $6,567 | $2,161 | $3,606 | |
| Contributions, gifts, grants paid | $32,000 | |||
| Excess of revenue over expenses and disbursements | $-14,792 | |||
| Net investment income | $21,614 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $607,850 | $695,072 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $588,016 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $19,834 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $607,850 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $9,607 |
| 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 | $216 |
| Total credits and payments | $1,072 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,072 |
| 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 | $856 |
| Amount to be credited to 2013 estimated tax | $216 |
| 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 | $698,536 |
| Net value of noncharitable-use assets | $688,060 |
| Minimum investment return | $34,403 |
| Distributable Amount (for 2012) | |
| Distributable amount | $34,187 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $34,187 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $28,344 |
| 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 | Angels On Horseback Therapeutic Riding School Inc | PO BOX 88, Bradford, RI 02808-0088 | RI | 2004-08 | $68,080 |
| 2 | Anibal Chartibal Trust, Beatty John & Anne Ritchie Ttees | 13 Charlesfield St, Providence, RI 02906-1112 | RI | 1990-01 | $681 |
| 3 | Animal Recovery Foundation-Animal Rehabilitation Fund | 50 Woodbury Rd, Cranston, RI 02905-3317 | RI | 2000-08 | $82 |
| 4 | Animal Rescue League Of Southern Rhode Island | PO BOX 458, Wakefield, RI 02880-0458 | RI | 1964-03 | $1,503,654 |
| 5 | Animals Depend On People Too Inc, A D O P T | 999 Pippin Orchard Rd, Cranston, RI 02921-3227 | RI | 1996-01 | $23,746 |
| 6 | Anita L Swits Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-03 | $162,114 |
| 7 | Ann Denicola Tr James Yakovakis Ttee | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1990-08 | $652,552 |
| 8 | Ann Hendershot Vickery Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-09 | $14,695 |
| 9 | Anna C F Butler Uw Par11 Hh Et, Hartford Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | $652,514 | |
| 10 | Anna Cramer Scholarship Tuw 124-20014985, Fleet Bank National Association | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-04 | $39,889 |
| 11 | Anna F Ardenghi Testa Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-08 | $137,108 |
| 12 | Anna K Ellen Tr Up 6 B 0003024760 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-02 | $184,202 |
| 13 | Anna Keim Barsam Foundation Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1992-06 | $672,105 |
| 14 | Anna M Fulling Chaplaincy Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-08 | $1,722,349 |
| 15 | Anna M Goodwin Estate Tr 380524 Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $380,437 |
| 16 | Anna M Posemann Trust Under The Will Of | PO BOX 1802, Providence, RI 02901-1802 | RI | 1978-08 | $93,550 |
| 17 | Benson A Ua-Pilgrim Ecclesiastic | PO BOX 1802, Providence, RI 02901-1802 | RI | $120,044 | |
| 18 | Anna Petrie 7 2712 Bo Emmanuel Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $78,411 |
| 19 | Anna S Corbett Tr T24141 Dtd 7-79 Fbo Carter Mem United Methodist | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $145,237 |
| 20 | Anna T Sheedy 1990 Tr Fbo Charity Acct No, Bank Of America Na | PO BOX 1802, Providence, RI 02901-1802 | RI | $475,990 | |
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