T Walter Carman Tr Uw Shriners Hospital 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
| T Walter Carman Tr Uw Shriners Hospital | |
| Employer Identification Number (EIN) | 046019020 |
| Name of Organization | T Walter Carman Tr Uw Shriners Hospital |
| In Care of Name | Fleet Private Clients Group |
| 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 | 12/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,481,126 |
| Amount of Income | $1,678,700 |
| Form 990 Revenue Amount | $332,351 |
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 | $361,255 | $361,255 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $109,532 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-415 | |||
| Other | $252,138 | |||
| Total expenses and disbursements | $206,051 | $30,456 | $0 | $170,657 |
| Compensation of officers, directors, trustees, etc. | $45,955 | |||
| Total operating and administrative expenses | $56,526 | $30,456 | $21,132 | |
| Contributions, gifts, grants paid | $149,525 | |||
| Excess of revenue over expenses and disbursements | $155,204 | |||
| Net investment income | $330,799 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,461,257 | $4,595,346 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $4,334,903 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $126,354 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,461,257 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $252,138 |
| 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 | $6,616 |
| Total credits and payments | $7,415 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $7,415 |
| 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 | $799 |
| Amount to be credited to 2013 estimated tax | $799 |
| 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 | $4,502,068 |
| Net value of noncharitable-use assets | $4,434,540 |
| Minimum investment return | $221,727 |
| Distributable Amount (for 2012) | |
| Distributable amount | $21,511 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $21,511 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $188,012 |
| 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 | St Elizabeth Home Workers Comp Tr | 1 Saint Elizabeths Way, E Greenwich, RI 02818-2163 | RI | 1992-05 | $402,918 |
| 2 | St Marys Cemetery Trust Uw Glo, 24845000 | PO BOX 1802, Providence, RI 02901-1802 | RI | $0 | |
| 3 | St Marys Rochester Methodist Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | $775,453 | |
| 4 | State Of Rhode Island Cancer Council Inc | 249 Roosevelt Ave Unit 201, Pawtucket, RI 02860-2134 | RI | 1999-04 | $68,132 |
| 5 | Statewide Affordable Housing Inc | 1 Court House Sq, Newport, RI 02840-2962 | RI | 1992-01 | $36,100 |
| 6 | Statewide Affordable Housing Smallprojects Inc | 1 Court House Sq, Newport, RI 02840-2962 | RI | 2009-03 | $115,799 |
| 7 | Steamship Historical Society Of America Inc | 2500 Post Rd, Warwick, RI 02886-2244 | RI | 2010-07 | $834,230 |
| 8 | Steamship Historical Society Of America, Group Return | 2500 Post Rd, Warwick, RI 02886-2244 | RI | 2010-07 | $1,738 |
| 9 | Subak Family Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-12 | $2,011,506 |
| 10 | Summer Arts And Festival Organization | PO BOX 1614, E Greenwich, RI 02818-0698 | RI | 2001-09 | $31,223 |
| 11 | T Walter Carman Tr Uw Shriners Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,678,700 | |
| 12 | Teamsters Local 251 Unified Trust Fund, Mundy Stuart B Ttee | 1201 Elmwood Ave, Providence, RI 02907-3715 | RI | 1999-08 | $732 |
| 13 | Tech Collective | 3 Davol Square, Providence, RI 02903-4710 | RI | 1998-07 | $214,278 |
| 14 | Tech Collective-Workforce Development Fund Inc | 3 Davol Sq Ste A330, Providence, RI 02903-4762 | RI | 2002-12 | $808,038 |
| 15 | The Arc Of Blackstone Valley | 500 Prospect Street, Pawtucket, RI 02860-6258 | RI | 1966-10 | $11,390,068 |
| 16 | The Bricklayers And Allied Craftworkers Local No 1 Rhode, Contarino Joseph Ttee | 150 Midway Road, Cranston, RI 02920-5710 | RI | 2000-04 | $68,534 |
| 17 | The Canaday Family Charitable Trust Agreement | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-01 | $17,015,108 |
| 18 | The Capital Good Fund | 56 Pine St Flr 3, Providence, RI 02903-2819 | RI | 2009-11 | $414,479 |
| 19 | The Charlesmead Foundation Inc | One W Exchange St 4th Fl, Providence, RI 02903-1064 | RI | 1988-08 | $3,886,896 |
| 20 | The Employers Association | 6 Blckstone Vly Pl Ste 301, Lincoln, RI 02865-1112 | RI | 1980-10 | $366,399 |
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