Victor J & Gertrude Baxt Fund Trust 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
| Victor J & Gertrude Baxt Fund Trust | |
| Employer Identification Number (EIN) | 056020675 |
| Name of Organization | Victor J & Gertrude Baxt Fund Trust |
| Address | 355 Blackstone Blvd Apt 407, Providence, RI 02906-4951 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1967 |
| 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 | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $791,867 |
| Amount of Income | $7,088 |
| Form 990 Revenue Amount | $5,805 |
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 | $6,788 | $6,788 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $24 | |||
| Dividends and interest from securities | $6,764 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $28,470 | $378 | $0 | $28,092 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $428 | $378 | $50 | |
| Contributions, gifts, grants paid | $28,042 | |||
| Excess of revenue over expenses and disbursements | $-21,682 | |||
| Net investment income | $6,410 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $838,160 | $832,987 |
| Cash - non-interest-bearing | $66,103 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $309,767 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $462,290 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $838,160 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $128 |
| Total credits and payments | $270 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $270 |
| 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 | $142 |
| Amount to be credited to 2013 estimated tax | $142 |
| 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 | $825,154 |
| Net value of noncharitable-use assets | $812,780 |
| Minimum investment return | $40,639 |
| Distributable Amount (for 2012) | |
| Distributable amount | $40,511 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $40,511 |
| 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 | Veterans Memorial Auditorium Foundation | 17 Virginia Ave, Providence, RI 02905-4406 | RI | 1992-11 | $44,029 |
| 2 | Veterans Of Foreign Wars Dept Of Rhode Island | 354 Fruit Hill Ave, North Providence, RI 02911 | RI | 1957-03 | $0 |
| 3 | Veterans Of Foreign Wars Dept Of Rhode Island, 4651 Mack Narragansett Post | 7 Haven Ave, Cranston, RI 02920-6743 | RI | 1944-11 | $96,642 |
| 4 | Veterans Of Foreign Wars Dept Of Rhode Island, 5392 Vfw-Ri | 134 Shove St Woodrow F Silvia Post, Tiverton, RI 02878 | RI | 1957-03 | $189,836 |
| 5 | Veterans Of Foreign Wars Dept Of Rhode Island, 9404 Vfw-Ri Coventry Memorial | PO BOX 702, Coventry, RI 02816-0039 | RI | 1944-11 | $139,587 |
| 6 | Veterans Of Foreign Wars Of The United States Dept Of Rhode Island | 1 Capitol Hill, Providence, RI 02908-5816 | RI | 1944-11 | $116,851 |
| 7 | Veturia I Wiley Trust U P 5, Fleet Trust Co Trustee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $749 |
| 8 | Veturia I Wiley U1p7 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $271,856 |
| 9 | Victor Clay Barringer Trust 00490m American Security & Trust Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $109,784 |
| 10 | Victor Hatchwell Tr Uw 0001141180 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-05 | $409,912 |
| 11 | Victor J & Gertrude Baxt Fund Trust | 355 Blackstone Blvd Apt 407, Providence, RI 02906-4951 | RI | 1967-06 | $7,088 |
| 12 | Victor N Peterson Memorial Scholarship Fund Nect 23-03066-000 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $57,585 |
| 13 | Vietnam Era Veterans Association | 246 Prairie Ave, Providence, RI 02905-2333 | RI | 1988-08 | $390,640 |
| 14 | Wille Fam Foundation, Wille Howard E Et Al Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2006-05 | $7,553,796 |
| 15 | Wright Bros Memorial Trophy Fund Trust 09870 Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $32,857 |
| 16 | Wagenlis Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1966-11 | $120,779 |
| 17 | Walter E Heller Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1962-02 | $9,764,948 |
| 18 | Tr W F Brown Banking Scholarship | PO BOX 1802, Providence, RI 02901-1802 | RI | $23,451 | |
| 19 | Walter S Meyers & Margaret L Meyers Charitable Foundation Ii | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-12 | $39,999 |
| 20 | Willard E And Ella P Thompson Educational Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1958-07 | $647,771 |
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