Harry A Arens Trust Uw Fbo, Ymca-Bc 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
- Organizations performing similar types of work
| Harry A Arens Trust Uw Fbo, Ymca-Bc | |
| Employer Identification Number (EIN) | 066334515 |
| Name of Organization | Harry A Arens Trust Uw Fbo |
| Secondary Name | Ymca-Bc |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1998 |
| 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 | $517,722 |
| Amount of Income | $262,018 |
| Form 990 Revenue Amount | $42,651 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations |
Non-representatives - add comments:
Amount of income in 2013: $262,018 (it was $588,887 in 2012)
| Harry A Arens Trust Uw Fbo, Ymca-Bc: | $262,018 |
| Other organizations performing similar types of work: | $124,396 |
Assets in 2013: $517,722 (it was $521,711 in 2012)
| This organization: | $517,722 |
| Other organizations performing similar types of work: | $313,863 |
Expenses in 2012: $29,430
| Harry A Arens Trust Uw Fbo, Ymca-Bc: | $29,430 |
| Other organizations performing similar types of work: | $64,100 |
Income to expenses ratio in 2012: 8.9
| Harry A Arens Trust Uw Fbo, Ymca-Bc: | 8.9 |
| Other organizations performing similar types of work: | 1.5 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 0.6% |
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 | $42,193 | $42,202 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $15,374 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-181 | |||
| Other | $27,000 | |||
| Total expenses and disbursements | $29,430 | $5,123 | $0 | $23,276 |
| Compensation of officers, directors, trustees, etc. | $7,812 | |||
| Total operating and administrative expenses | $10,124 | $5,123 | $3,970 | |
| Contributions, gifts, grants paid | $19,306 | |||
| Excess of revenue over expenses and disbursements | $12,763 | |||
| Net investment income | $37,079 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $521,711 | $531,857 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $451,367 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $37,495 | |
| Other | $32,849 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $521,711 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $27,000 |
| 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 | $742 |
| Total credits and payments | $760 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $760 |
| 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 | $18 |
| Amount to be credited to 2013 estimated tax | $18 |
| 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 | $520,691 |
| Net value of noncharitable-use assets | $512,880 |
| Minimum investment return | $25,644 |
| Distributable Amount (for 2012) | |
| Distributable amount | $24,902 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $24,902 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,846 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Tony Patino Fellowship Trust 783352 | PO BOX 1297, New York, NY 10008-1297 | NY | 1997-10 | $1,573,984 |
| 2 | Pakis Family Foundation | 2201 E Camelback Rd Ste 405b, Phoenix, AZ 85016-3431 | AZ | 1997-02 | $27,278,652 |
| 3 | The James I Harrison Family Foundation Inc | 3925 Rice Mine Rd Ne, Tuscaloosa, AL 35406-1523 | AL | 1997-10 | $9,979,448 |
| 4 | The Clarence & Martha Jones Family Foundation | 6170 Chaise Ct, Reno, NV 89519-7329 | NV | 1996-07 | $7,227,624 |
| 5 | Scott & Suling Mead Foundation | PO BOX 73, New York, NY 10274-0073 | NY | 1998-03 | $5,724,413 |
| 6 | The Schechter Institutes Inc | 2300 Computer Ave No D-18, Willow Grove, PA 19090-1736 | PA | 1995-10 | $5,548,333 |
| 7 | Reading Terminal Market Corporation | 12th And Arch Streets, Philadelphia, PA 19107 | PA | 1994-10 | $4,953,714 |
| 8 | St Josephs Academy Foundation Inc | 310 Frank Lloyd Wright Way, Lakeland, FL 33803 | FL | 1992-03 | $4,412,112 |
| 9 | The@s Wilson And Grace M Pollock Foundation | 1100 Wehrle Dr 2nd Fl, Amherst, NY 14221-7748 | NY | 1997-10 | $4,262,402 |
| 10 | Summit Foundation | PO BOX 4000, Breckenridge, CO 80424-4000 | CO | 1985-01 | $4,126,880 |
| 11 | Ted Nash Long Life Foundation | 510 N Valley Mills Drive, Waco, TX 76710-6075 | TX | 1998-10 | $4,106,695 |
| 12 | Wesbury Foundation | 31 North Park Avenue Extension, Meadville, PA 16335 | PA | 1996-07 | $3,485,394 |
| 13 | Tcp Inc Theophilus Community Programs Incorporated, Tcp Inc | 1102 Prospect Promenade, Panama City Beach, FL 32413-1478 | FL | 1994-05 | $3,152,747 |
| 14 | Walker College Foundation | PO BOX 2228, Jasper, AL 35502-2228 | AL | 1995-05 | $2,952,620 |
| 15 | Textron Charitable Trust 540 008 | 40 Westminster St, Providence, RI 02903-2525 | RI | 1995-02 | $1,736,033 |
| 16 | Tr Uw Mays Milbert L | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-10 | $783,352 |
| 17 | Visiting Nurse Service Of Greater Woonsocket Tr 3-9109-004, Fleet National Bank | 6 Blackstone Valley Pl Ste 515, Lincoln, RI 02865-1102 | RI | 1997-08 | $486,667 |
| 18 | Harry A Arens Trust Uw Fbo, Ymca-Bc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-07 | $262,018 |
| 19 | William G Raynsford Trust Fbo, Egremont Cong Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1996-01 | $189,178 |
| 20 | Foundation For Management Education | PO BOX 422, Saunderstown, RI 02874-0422 | RI | 1998-08 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,101 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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