John W Adamy Trust Uw Fbo, Zion Evangelical Lutheran Church in Providence, Rhode Island (RI)

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John W Adamy Trust Uw Fbo, Zion Evangelical Lutheran Church
Employer Identification Number (EIN)066311489
Name of OrganizationJohn W Adamy Trust Uw Fbo
Secondary NameZion Evangelical Lutheran Church
In Care of NameFleet Private Clients Group
AddressPO BOX 1802, Providence, RI 02901-1802
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date09/1997
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2014
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$525,397
Amount of Income$182,210
Form 990 Revenue Amount$34,369
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations

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Amount of income in 2014: $182,210 (it was $68,177 in 2012)
This organization: 

Other organizations performing similar types of work: 


Assets in 2014: $525,397 (it was $518,837 in 2012)
John W Adamy Trust Uw Fbo, Zion Evangelical Lutheran Church: 

Other organizations performing similar types of work: 


Expenses in 2012: $26,945
John W Adamy Trust Uw Fbo, Zion Evangelical Lutheran Church: 

Other organizations performing similar types of work: 


Income to expenses ratio in 2012: 6.8
John W Adamy Trust Uw Fbo, Zion Evangelical Lutheran Church: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$40,955$40,955$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$12,748
Gross rents$0
Gross profit from sales of goods$0
Other income$-47
Total expenses and disbursements$26,945$5,075$0$21,619
Compensation of officers, directors, trustees, etc.$7,909
Total operating and administrative expenses$9,334$5,075$4,008
Contributions, gifts, grants paid$17,611
Excess of revenue over expenses and disbursements$14,010
Net investment income$35,880
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$518,837$529,456
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$508,765
Investments-corporate bonds$0
Investments-mortgage loans$0
Total liabilities$0
Total liabilities and net assets/fund balances$518,837
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$28,254
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$718
Total credits and payments$301
2012 estimated tax payments and 2011 overpayment credited to 2012$301
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$417
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$521,444
Net value of noncharitable-use assets$513,620
Minimum investment return$25,681
Distributable Amount (for 2012)
Distributable amount$24,963
Undistributed Income (for 2012)
Distributable amount for 2012$24,963
Undistributed income for 2012. This amount must be distributed in 2013$3,653
Private Operating Foundations (for 2012)
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
IdNameAddressStateEstablishedTotal Income
1Van Andel Institute333 Bostwick Ave Ne, Grand Rapids, MI 49503-2518MI1997-08$2,421,424,778
2Columbia Lutheran Charities, Columbia Memorial Hospital2111 Exchange St, Astoria, OR 97103-3329OR1976-07$73,215,117
3Buttonwood Foundation Inc11 Wall St 21st Fl, New York, NY 10005-1905NY1964-08$2,664,142
4Elk Regional Health System763 Johnsonburg Rd, St Marys, PA 15857-3417PA1994-12$1,615,248
5Lauritz Melchior Helden Tenor Foundation2403 Windrow Dr, Princeton, NJ 08540-5019NJ1964-10$1,329,825
6Leonard And Jerry Greenbaum Family Foundation Inc1440 Spring St Nw, Atlanta, GA 30309-2832GA1991-01$973,740
7Nagda Foundation Inc150 Se 17th St Suite 400, Ocala, FL 34471FL1992-07$101,423
8Mark Schulman And Esther Schulman Foundation6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960CA1990-02$3,105
9Gertrude & Walter Swanson Jr FoundationPO BOX 1802, Providence, RI 02901-1802RI1995-05$6,713,327
10Lange Burk FundPO BOX 1802, Providence, RI 02901-1802RI1997-02$2,816,892
11Hecht Memorial FundPO BOX 1802, Providence, RI 02901-1802RI1983-07$2,444,606
12Florence Robertson FundPO BOX 1802, Providence, RI 02901-1802RI1974-06$2,137,513
13G Walter Woodworth Charitable Remainder UnitrustPO BOX 1802, Providence, RI 02901-1802RI1998-03$1,710,639
14Fnz Foundation Inc160 Webster St, Newport, RI 02840-6913RI1996-11$753,220
15Harry And Ruth Witte TrustPO BOX 1802, Providence, RI 02901-1802RI1995-04$552,562
16Brauchler-Collins Charitable Foundation19 Walcott Ave, Jamestown, RI 02835-2937RI1995-02$451,141
17Manley-Winser Foundation 137 11542007PO BOX 1802, Providence, RI 02901-1802RI1984-05$347,736
18O B & A L Oconner Education FundPO BOX 1802, Providence, RI 02901-1802RI1998-04$189,477
19John W Adamy Trust Uw Fbo, Zion Evangelical Lutheran ChurchPO BOX 1802, Providence, RI 02901-1802RI1997-09$182,210
20Leon P Widger TrustPO BOX 1802, Providence, RI 02901-1802RI1998-05$126,202
Number of organizations performing similar types of work
District of Columbia19
North Carolina122
North Dakota2
New Hampshire11
New Jersey112
New Mexico4
New York230
Rhode Island22
South Carolina27
South Dakota2
West Virginia16
Total2,744 is not associated with, endorsed by, or sponsored by John W Adamy Trust Uw Fbo, Zion Evangelical Lutheran Church and has no official or unofficial affiliation with John W Adamy Trust Uw Fbo, Zion Evangelical Lutheran Church