Nathaniel Wheeler Tr 01890 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
| Nathaniel Wheeler Tr 01890 | |
| Employer Identification Number (EIN) | 016064602 |
| Name of Organization | Nathaniel Wheeler Tr 01890 |
| In Care of Name | Fleet National Bank |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | 4947(a)(2) trust |
| Subsection | Charitable Organization |
| Ruling Date | 08/1999 |
| 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 | $627,967 |
| Amount of Income | $260,182 |
| Form 990 Revenue Amount | $22,461 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2013: $260,182 (it was $701,228 in 2012)
| This organization: | $260,182 |
| Other organizations performing similar types of work: | $107,502 |
Assets in 2013: $627,967 (it was $626,695 in 2012)
| Nathaniel Wheeler Tr 01890: | $627,967 |
| Other organizations performing similar types of work: | $322,766 |
Expenses in 2012: $39,059
| This organization: | $39,059 |
| Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2012: 6.7
| Nathaniel Wheeler Tr 01890: | 6.7 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 98.7% |
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 | $88,622 | $88,622 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $13,518 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $14 | |||
| Other | $75,090 | |||
| Total expenses and disbursements | $39,059 | $4,680 | $0 | $34,230 |
| Compensation of officers, directors, trustees, etc. | $7,345 | |||
| Total operating and administrative expenses | $8,612 | $4,680 | $3,783 | |
| Contributions, gifts, grants paid | $30,447 | |||
| Excess of revenue over expenses and disbursements | $49,563 | |||
| Net investment income | $83,942 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $626,695 | $638,943 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $526,640 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $49,927 | |
| Other | $50,128 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $626,695 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $75,090 |
| 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 | $1,679 |
| Total credits and payments | $368 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $368 |
| 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 | $1,311 |
| 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 | $633,795 |
| Net value of noncharitable-use assets | $624,280 |
| Minimum investment return | $31,214 |
| Distributable Amount (for 2012) | |
| Distributable amount | $29,535 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $29,535 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $663 |
| 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 | The Jpb Foundation | 9 West 57th St 38th Fl, New York, NY 10019-2701 | NY | 2012-01 | $2,423,718,336 |
| 2 | Volkswagen-Stiftung | 30519 Hannover, Germany | international | 1990-08 | $325,265,996 |
| 3 | The California Wellness Foundation | 6320 Canoga Ave Ste 1700, Woodland Hls, CA 91367-2565 | CA | 1991-09 | $259,961,151 |
| 4 | Wal-Mart Foundation | 702 Sw 8th St, Bentonville, AR 72716-6209 | AR | 2006-11 | $169,079,669 |
| 5 | Wiregrass Foundation | 1532 Whatley Dr, Dothan, AL 36303-1984 | AL | 2005-01 | $83,008,074 |
| 6 | Citizens Charitable Foundation | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 2005-06 | $16,644,965 |
| 7 | Salem Foundation, Salem Paul J Ttee | 50 Kennedy Place 9th Flr, Providence, RI 02903-2393 | RI | 2000-11 | $8,402,205 |
| 8 | Middendorf Family Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-03 | $4,514,470 |
| 9 | The@foundation For Trinity Repertory Company | One Union Station, Providence, RI 02903-1758 | RI | 2001-06 | $1,979,142 |
| 10 | Centreville Savings Bank Charitable Foundation | 1218 Main St, West Warwick, RI 02893-4827 | RI | 2008-08 | $1,143,926 |
| 11 | Mulvaney Fam Foundation Tr, Mulvaney Thomas P Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-12 | $1,003,180 |
| 12 | Harry C Lichman Tua | PO BOX 1802, Providence, RI 02901-1802 | RI | 2009-06 | $676,471 |
| 13 | Christine Schussler Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-05 | $289,575 |
| 14 | Nathaniel Wheeler Tr 01890 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-08 | $260,182 |
| 15 | Christine & Reginald Langell Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-05 | $233,435 |
| 16 | Phoebe Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-09 | $197,441 |
| 17 | Luke Charitable Foundation | 333 Roosevelt Ave, Pawtucket, RI 02860-2123 | RI | 2005-06 | $145,867 |
| 18 | Edgar G Smith Irrv Tr A 07012007 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-06 | $80,720 |
| 19 | Sluter Family Charitable Foundation, David A Sluter Ttee | 293 Bourne Ave, Rumford, RI 02916-3345 | RI | 2008-12 | $50 |
| 20 | Heather Abbott Foundation | 487 Spring St, Newport, RI 02840-6833 | RI | 2015-04 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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