Edward Case 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
| Edward Case Trust | |
| Employer Identification Number (EIN) | 066027582 |
| Name of Organization | Edward Case Trust |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Hospital |
| Subsection | Charitable Organization |
| Ruling Date | 05/1943 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $323,114 |
| Amount of Income | $153,376 |
| Form 990 Revenue Amount | $25,010 |
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 | $33,151 | $33,155 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,333 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-50 | |||
| Other | $23,868 | |||
| Total expenses and disbursements | $17,837 | $3,162 | $0 | $13,831 |
| Compensation of officers, directors, trustees, etc. | $4,855 | |||
| Total operating and administrative expenses | $6,793 | $3,162 | $2,787 | |
| Contributions, gifts, grants paid | $11,044 | |||
| Excess of revenue over expenses and disbursements | $15,314 | |||
| Net investment income | $29,993 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $329,595 | $330,349 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $285,947 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $23,583 | |
| Other | $20,065 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $329,595 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $23,868 |
| 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 | $600 |
| Total credits and payments | $500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $500 |
| 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 | $100 |
| 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 | $323,113 |
| Net value of noncharitable-use assets | $318,260 |
| Minimum investment return | $15,913 |
| Distributable Amount (for 2012) | |
| Distributable amount | $15,313 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $15,313 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,026 |
| 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 | Edna H Treat Ui 3-8938-00-7 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-05 | $141,971 |
| 2 | Edna H Winter Trust Ua 3 11930 03 | PO BOX 1802, Providence, RI 02901-1802 | RI | $398,001 | |
| 3 | Edna L Ricker Trust Ua 06-25-89 040-4593700070 Fbo, Kinney Mary R | PO BOX 1802, Providence, RI 02901-1802 | RI | $76,990 | |
| 4 | Edna Lawrence Tr Ua 14 0757 00 6 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-06 | $18,233 |
| 5 | Edna Talbot For New England Home 18 3180800070 | PO BOX 1802, Providence, RI 02901-1802 | RI | $2,427,756 | |
| 6 | Edna Woodruff Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $2,708,548 |
| 7 | Edward & Antoinette Bana Hurst Charitable | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-02 | $596,258 |
| 8 | Edward A Stiller And Molly G Stiller Fam Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-09 | $128,188 |
| 9 | Edward Austin Trust Uw 1 20011 03 Bank Of New England Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-05 | $234,368 |
| 10 | Edward B Osborn Ud 111861 Charitable Trust N M-26019000 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1963-09 | $1,528,937 |
| 11 | Edward Case Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1943-05 | $153,376 |
| 12 | Edward F Barry Trust Maine National Bank Ttee, Fleet Bank Of Maine | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $258,970 |
| 13 | Edward J & Virginia M Routhier Foundation | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1995-08 | $6,767,755 |
| 14 | Edward Kronvall Family Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-03 | $609,909 |
| 15 | Edward L & Eleanor L Schmidt Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-04 | $409,287 |
| 16 | Edward Little High School Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $68,111 | |
| 17 | Miller E Cotr Uw Meriden Hosp | PO BOX 1802, Providence, RI 02901-1802 | RI | 1942-09 | $114,793 |
| 18 | Edward Miller Trust Uw 612994 Fbo 1st Baptist Ch Soc Of Meriden Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $50,957 |
| 19 | Miller E Cotr Uw Ymca Meriden | PO BOX 1802, Providence, RI 02901-1802 | RI | 1942-09 | $23,767 |
| 20 | Edward S Ayers Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 2012-08 | $71,194 |
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