Albree G Norman Trust Uw 12-06-48 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
| Albree G Norman Trust Uw 12-06-48 | |
| Employer Identification Number (EIN) | 046026213 |
| Name of Organization | Albree G Norman Trust Uw 12-06-48 |
| In Care of Name | Fleet Trust Co |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $454,959 |
| Amount of Income | $273,613 |
| Form 990 Revenue Amount | $55,849 |
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 | $31,843 | $31,843 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,357 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-304 | |||
| Other | $19,790 | |||
| Total expenses and disbursements | $23,979 | $3,494 | $0 | $18,430 |
| Compensation of officers, directors, trustees, etc. | $5,330 | |||
| Total operating and administrative expenses | $8,979 | $3,494 | $3,430 | |
| Contributions, gifts, grants paid | $15,000 | |||
| Excess of revenue over expenses and disbursements | $7,864 | |||
| Net investment income | $28,349 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $432,502 | $449,952 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $426,838 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $5,664 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $432,502 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $19,790 |
| 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 | $567 |
| Total credits and payments | $1,200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,200 |
| 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 | $633 |
| Amount to be credited to 2013 estimated tax | $568 |
| 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 | $442,485 |
| Net value of noncharitable-use assets | $435,840 |
| Minimum investment return | $21,792 |
| Distributable Amount (for 2012) | |
| Distributable amount | $21,225 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $21,225 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $17,182 |
| 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 | Albert H Baldwin Trust Ua P6880 Fbo New Milford Baptist Church, Bank Of Boston Ct | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-07 | $353,345 |
| 2 | Albert H Coombs Trust 05373-1, Fleet Bank Of Maine Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-06 | $164,739 |
| 3 | Albert Hale Nect 37910-00-7 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-10 | $466,508 |
| 4 | Albert L & Olive D Partridge Doners Decl Trust Ddt 10-20-59 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1978-08 | $196,411 |
| 5 | Albert M Steinert Trust Uw 2-2790 Nect, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $87,993 | |
| 6 | Albert O Raymond Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $82,164 | |
| 7 | Albert O Yaeger Trust Ui 02087-00-6 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-08 | $153,357 |
| 8 | Albert W Rice Char Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1968-05 | $7,766,475 |
| 9 | Albert Whitman Trust Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $280,201 |
| 10 | Albion Social Club | Po Box 82, Albion, RI 02802 | RI | 1945-09 | $0 |
| 11 | Albree G Norman Trust Uw 12-06-48 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1988-08 | $273,613 |
| 12 | Alexander & Adeline Gilbert Family Trust Fund 14-0003396050 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-10 | $161,242 |
| 13 | Alexander Grant Trust 2 3510 Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-02 | $126,679 |
| 14 | Alexander Marvin & Grace Rogers Marvin Fndn | PO BOX 1802, Providence, RI 02901-1802 | RI | 1990-11 | $1,037,546 |
| 15 | Alexander R And Ann M Manderson Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-03 | $56,141 |
| 16 | Alexis Bierman Hafken Family Foundation, Silver Paul A Co-Ttee | 50 Kennedy Plz Ste 1500, Providence, RI 02903-2393 | RI | 1998-05 | $93 |
| 17 | Alfred B White Trust Uw 1 21128 | PO BOX 1802, Providence, RI 02901-1802 | RI | $630,423 | |
| 18 | Alfred G Evans Bo Episcopal Diocese Uw, Commercial Trust Co Of New Jersey | PO BOX 1802, Providence, RI 02901-1802 | RI | $290,709 | |
| 19 | Alfred L Tarbox Trust Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-09 | $99,838 |
| 20 | Alfred M Snydacker Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $1,169,500 |
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