Granville C Allen Trust Uw 1-21612-04 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
| Granville C Allen Trust Uw 1-21612-04 | |
| Employer Identification Number (EIN) | 046024861 |
| Name of Organization | Granville C Allen Trust Uw 1-21612-04 |
| In Care of Name | Fleet National Bank Ttee |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $434,561 |
| Amount of Income | $184,231 |
| Form 990 Revenue Amount | $41,535 |
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 | $36,003 | $36,003 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,028 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-397 | |||
| Other | $26,372 | |||
| Total expenses and disbursements | $22,020 | $3,898 | $0 | $16,679 |
| Compensation of officers, directors, trustees, etc. | $5,870 | |||
| Total operating and administrative expenses | $8,719 | $3,898 | $3,378 | |
| Contributions, gifts, grants paid | $13,301 | |||
| Excess of revenue over expenses and disbursements | $13,983 | |||
| Net investment income | $32,105 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $419,270 | $423,755 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $414,926 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,344 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $419,270 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $26,372 |
| 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 | $642 |
| Total credits and payments | $756 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $756 |
| 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 | $114 |
| Amount to be credited to 2013 estimated tax | $114 |
| 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? | 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 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 | $413,135 |
| Net value of noncharitable-use assets | $406,940 |
| Minimum investment return | $20,347 |
| Distributable Amount (for 2012) | |
| Distributable amount | $19,705 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $19,705 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | Grace Protestnt Episcpl Chrch Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $282,882 | |
| 2 | Grace Robertson Trust Uw Fbo, Manchester Mem | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $68,305 |
| 3 | Grace Voorhees Lazarus Trust Uw 21705 013174 Fbo First United | PO BOX 1802, Providence, RI 02901-1802 | RI | 2014-06 | $30,707 |
| 4 | Grace W Allsop Foundation, Larkin Brian Ttee | 49 Roslyn Ave, Providence, RI 02908-2823 | RI | 2001-02 | $82,618 |
| 5 | Granberry Tr Uaw Fbo Granberry Me 59 1359801010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $215,091 | |
| 6 | Grandview Realty Corporation | 528 North Main Street, Providence, RI 02904-5757 | RI | 1979-12 | $138,923 |
| 7 | Grandview Second Corporation | 528 North Main Street, Providence, RI 02904-5757 | RI | 1991-12 | $148,028 |
| 8 | Granite Theatre Corporation | 1 Canal St, Westerly, RI 02891-1509 | RI | 2000-03 | $30,775 |
| 9 | Granoff Family Foundation, Granoff Lloyd W Co-Ttee | 321 S Main St 580, Providence, RI 02903-7108 | RI | 1996-12 | $45,606 |
| 10 | Grantmakers Council Of Rhode Island Inc | 5600 Post Road Box 166, East Greenwich, RI 02818-3400 | RI | 2003-11 | $52,613 |
| 11 | Granville C Allen Trust Uw 1-21612-04 | PO BOX 1802, Providence, RI 02901-1802 | RI | $184,231 | |
| 12 | Graphics Communications Industry Of Ri | 302 Pearl St Unit 108, Providence, RI 02907-2277 | RI | 2000-08 | $8,538 |
| 13 | Gray Panthers Of Rhode Island | 133 Mathewson St, Providence, RI 02903-1806 | RI | 1991-05 | $32,916 |
| 14 | Greater Bridgeport Retired Teachers Fund Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1984-04 | $62,085 |
| 15 | Greater Prov Chapter R I Assoc For Retarded Citizens, John E Hogarty Center | 220 Woonasquatucket Ave, N Providence, RI 02911-3196 | RI | 1975-11 | $8,951,689 |
| 16 | Greater Providence Area Na | Po Box 72792, Providence, RI 02907 | RI | 2009-07 | $0 |
| 17 | Greater Providence Board Of Realtors Annual Charity Golf Class | 365 Eddy Street, Providence, RI 02903-4252 | RI | 2009-06 | $55,062 |
| 18 | Greater Providence Young Mens Christian Association | 371 Pine St, Providence, RI 02903-4515 | RI | 1934-12 | $24,793,976 |
| 19 | Greater Providence Youth Hockey Association Inc | PO BOX 130, Barrington, RI 02806-0130 | RI | 1971-12 | $279,002 |
| 20 | Greater Providence-Warwick Convention And Visitors Bureau | 10 Memorial Boulevard, Providence, RI 02903-1160 | RI | 1996-10 | $3,568,364 |



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