Whitney For Charity 137-3090900070 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
| Whitney For Charity 137-3090900070 | |
| Employer Identification Number (EIN) | 046019483 |
| Name of Organization | Whitney For Charity 137-3090900070 |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| 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 | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,978,474 |
| Amount of Income | $674,192 |
| Form 990 Revenue Amount | $186,263 |
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 | $192,837 | $192,619 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $52,537 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-467 | |||
| Other | $140,767 | |||
| Total expenses and disbursements | $92,734 | $15,964 | $0 | $75,138 |
| Compensation of officers, directors, trustees, etc. | $24,132 | |||
| Total operating and administrative expenses | $27,324 | $15,964 | $9,728 | |
| Contributions, gifts, grants paid | $65,410 | |||
| Excess of revenue over expenses and disbursements | $100,103 | |||
| Net investment income | $176,655 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,975,093 | $2,020,005 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,665,667 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $158,484 | |
| Other | $150,942 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,975,093 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $140,767 |
| 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 | $3,533 |
| Total credits and payments | $1,720 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,720 |
| 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 | $1,813 |
| 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 | $1,968,732 |
| Net value of noncharitable-use assets | $1,939,200 |
| Minimum investment return | $96,960 |
| Distributable Amount (for 2012) | |
| Distributable amount | $93,427 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $93,427 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $33,428 |
| 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 | Westerly Teachers Association | 15 Highland Ave, Westerly, RI 02891-2203 | RI | 1999-01 | $65,676 |
| 2 | Westerly-Area-Rest-Meals-Warm-Inc, Warm Shelter | 56 Spruce St, Westerly, RI 02891-1922 | RI | 1988-05 | $1,870,772 |
| 3 | Westfield Academy Trustees | PO BOX 1802, Providence, RI 02901-1802 | RI | 1963-11 | $2,365,983 |
| 4 | Westvile Cemetery Inc Tr Ua Perpetual Care Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-08 | $187,871 |
| 5 | Westville Cemetery Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1943-01 | $121,811 |
| 6 | What Cheer Art Company | PO BOX 23011, Providence, RI 02903-0394 | RI | 1995-02 | $61,345 |
| 7 | What Kids Can Do Inc | Po Box 603252, Providence, RI 02906 | RI | 2000-11 | $217,470 |
| 8 | White Lily Foundation 0012332370 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-12 | $59,153 |
| 9 | Whitmarsh Corporation | PO BOX 72832, Providence, RI 02907-0832 | RI | 1976-08 | $3,080,985 |
| 10 | Whitney & Karen Bowen Charitable Trust Uw W B 2221300 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1987-02 | $202,960 |
| 11 | Whitney For Charity 137-3090900070 | PO BOX 1802, Providence, RI 02901-1802 | RI | $674,192 | |
| 12 | Whitty Frederick G And Lucy A Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $13,745 | |
| 13 | Wiacheslav A Obnovlenski Thompson Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $4,000,550 |
| 14 | Wickersham Fund Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $129,117 |
| 15 | Wickford Art Association | 36 Beach St, N Kingstown, RI 02852-5745 | RI | 1996-06 | $137,449 |
| 16 | Wickliffe P Draper Trust 1027220 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1985-10 | $113,980 |
| 17 | Widc Realty Corporation | 1300 Highland Corporate Drive No, Cumberland, RI 02864-8714 | RI | 1989-05 | $4,375 |
| 18 | Wikstrom Foundation 40-585500b | PO BOX 1802, Providence, RI 02901-1802 | RI | 1961-06 | $1,447,421 |
| 19 | Wilbur H Ward Educational Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1944-06 | $7,569 |
| 20 | Wildlife Rehabilitators Association Of Rhode Island Inc | 240 Shermantown Rd, Saunderstown, RI 02874-2202 | RI | 1994-04 | $141,365 |
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