Whitty Frederick G And Lucy A Fund 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
| Whitty Frederick G And Lucy A Fund | |
| Employer Identification Number (EIN) | 046049734 |
| Name of Organization | Whitty Frederick G And Lucy A Fund |
| In Care of Name | Fleet Investment Services |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $10,000 to $24,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $14,016 |
| Amount of Income | $13,745 |
| Form 990 Revenue Amount | $1,127 |
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 | $870 | $870 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $330 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-1 | |||
| Other | $541 | |||
| Total expenses and disbursements | $723 | $92 | $0 | $621 |
| Compensation of officers, directors, trustees, etc. | $141 | |||
| Total operating and administrative expenses | $158 | $92 | $56 | |
| Contributions, gifts, grants paid | $565 | |||
| Excess of revenue over expenses and disbursements | $147 | |||
| Net investment income | $778 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $13,441 | $13,517 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $12,994 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $447 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $13,441 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $541 |
| 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 |
| Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only) | $16 |
| Tax based on investment income | $16 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $6 |
| 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 | $13,349 |
| Net value of noncharitable-use assets | $13,140 |
| Minimum investment return | $657 |
| Distributable Amount (for 2012) | |
| Distributable amount | $641 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $641 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $137 |
| 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-Area-Rest-Meals-Warm-Inc, Warm Shelter | 56 Spruce St, Westerly, RI 02891-1922 | RI | 1988-05 | $1,870,772 |
| 2 | Westfield Academy Trustees | PO BOX 1802, Providence, RI 02901-1802 | RI | 1963-11 | $2,365,983 |
| 3 | Westvile Cemetery Inc Tr Ua Perpetual Care Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-08 | $187,871 |
| 4 | Westville Cemetery Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1943-01 | $121,811 |
| 5 | What Cheer Art Company | PO BOX 23011, Providence, RI 02903-0394 | RI | 1995-02 | $61,345 |
| 6 | What Kids Can Do Inc | Po Box 603252, Providence, RI 02906 | RI | 2000-11 | $217,470 |
| 7 | White Lily Foundation 0012332370 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-12 | $59,153 |
| 8 | Whitmarsh Corporation | PO BOX 72832, Providence, RI 02907-0832 | RI | 1976-08 | $3,080,985 |
| 9 | Whitney & Karen Bowen Charitable Trust Uw W B 2221300 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1987-02 | $202,960 |
| 10 | Whitney For Charity 137-3090900070 | PO BOX 1802, Providence, RI 02901-1802 | RI | $674,192 | |
| 11 | Whitty Frederick G And Lucy A Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $13,745 | |
| 12 | Wiacheslav A Obnovlenski Thompson Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $4,000,550 |
| 13 | Wickersham Fund Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $129,117 |
| 14 | Wickford Art Association | 36 Beach St, N Kingstown, RI 02852-5745 | RI | 1996-06 | $137,449 |
| 15 | Wickliffe P Draper Trust 1027220 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1985-10 | $113,980 |
| 16 | Widc Realty Corporation | 1300 Highland Corporate Drive No, Cumberland, RI 02864-8714 | RI | 1989-05 | $4,375 |
| 17 | Wikstrom Foundation 40-585500b | PO BOX 1802, Providence, RI 02901-1802 | RI | 1961-06 | $1,447,421 |
| 18 | Wilbur H Ward Educational Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1944-06 | $7,569 |
| 19 | Wildlife Rehabilitators Association Of Rhode Island Inc | 240 Shermantown Rd, Saunderstown, RI 02874-2202 | RI | 1994-04 | $141,365 |
| 20 | Wile Memorial Fund Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1965-10 | $796,901 |
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