Helen Gamwell Budd Trust Ua 3-16820-16 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
| Helen Gamwell Budd Trust Ua 3-16820-16 | |
| Employer Identification Number (EIN) | 046046234 |
| Name of Organization | Helen Gamwell Budd Trust Ua 3-16820-16 |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 802, Providence, RI 02901-0802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 10/2014 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $7,015,267 |
| Amount of Income | $3,817,232 |
| Form 990 Revenue Amount | $878,919 |
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 | $439,230 | $439,230 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $177,134 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $262,096 | |||
| Total expenses and disbursements | $422,434 | $35,524 | $0 | $360,238 |
| Compensation of officers, directors, trustees, etc. | $53,109 | |||
| Total operating and administrative expenses | $85,670 | $35,524 | $23,474 | |
| Contributions, gifts, grants paid | $336,764 | |||
| Excess of revenue over expenses and disbursements | $16,796 | |||
| Net investment income | $403,706 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,720,452 | $6,989,992 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $6,459,824 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $67,000 | |
| Other | $193,628 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $6,720,452 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $262,096 |
| 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 | $8,074 |
| Total credits and payments | $16,948 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $16,948 |
| 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 | $8,874 |
| Amount to be credited to 2013 estimated tax | $8,076 |
| 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 | $6,945,237 |
| Net value of noncharitable-use assets | $6,841,060 |
| Minimum investment return | $342,053 |
| Distributable Amount (for 2012) | |
| Distributable amount | $333,979 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $333,979 |
| 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 | Greater Pawtucket Umpire Association | 2882 Diamond Hill Rd, Cumberland, RI 02864 | RI | 2010-08 | $26,769 |
| 2 | Greater Providence Chamber Foundation | C/O 180 South Main Street, Providence, RI 02903 | RI | 1986-01 | $10,000 |
| 3 | Grymes Tr Uw Fbo St Pauls Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-07 | $9,195 |
| 4 | Gupta Family Foundation | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 2009-12 | $269,003 |
| 5 | H W Birge Tr Uw Fbo Burdett United Methodist Church, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 2015-02 | $50,780 |
| 6 | Harold I Lord Residue U W | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-03 | $158,108 |
| 7 | Helen Ehrman Charitable Remainder Unitrust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-02 | $56,229 |
| 8 | Harriet T Burnham Estate Tr 121174 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $93,024 |
| 9 | Harrub Ch First Baptist Church Wtby 59 3300592 | PO BOX 1802, Providence, RI 02901-1802 | RI | $234,822 | |
| 10 | Hayes Lemmerz Intl Bene Pln Veba Tr | 23 Broad Street, Westerly, RI 02891-1879 | RI | 2011-05 | $703,559 |
| 11 | Helen Gamwell Budd Trust Ua 3-16820-16 | PO BOX 802, Providence, RI 02901-0802 | RI | $3,817,232 | |
| 12 | Henry Gulko Tr Uw Fbo Abe Gulko | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-09 | $746,764 |
| 13 | Higher Power Martial Arts Inc | 31 West Warwick, West Warwick, RI 02893 | RI | 2010-08 | $4,377 |
| 14 | Hillel The Foundation For Jewish Campus Life, Brown Hillel Foundation | 80 Brown St, Providence, RI 02906-1340 | RI | 1966-05 | $1,053,476 |
| 15 | Hillel The Foundation For Jewish Campus Life, University Of Rhode Island Hillel | 6 Fraternity Cir, Kingston, RI 02881-1102 | RI | 1966-05 | $259,460 |
| 16 | Historic Franklin Metcalf Farm Preservation Association, Friends Of The Franklin Farm | PO BOX 7943, Cumberland, RI 02864-0904 | RI | 2010-05 | $17,537 |
| 17 | Howard And Barbara Fales Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-06 | $1,474,337 |
| 18 | Howard And Barbara Fales Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-08 | $1,287,893 |
| 19 | Imperial Court Of Rhode Island At Providence | PO BOX 6583, Providence, RI 02940 | RI | 1997-04 | $1,343 |
| 20 | John & Nellie Schramm Charitable Tr 220-04020-08 | PO BOX 1802, Providence, RI 02901-1802 | RI | $22,619 | |
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