Alice W Burke Trust Uw in Providence, Rhode Island (RI)

Alice W Burke Trust Uw
Employer Identification Number (EIN)	066144775
Name of Organization	Alice W Burke Trust Uw
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	12/2013
Assets	$100,000 to $499,999
Income	$25,000 to $99,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$185,241
Amount of Income	$94,105
Form 990 Revenue Amount	$14,424

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$19,020	$18,976	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$5,423
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$17
Other	$13,580
Total expenses and disbursements	$21,054	$1,873	$0	$19,206
Compensation of officers, directors, trustees, etc.	$2,880
Total operating and administrative expenses	$8,934	$1,873		$7,086
Contributions, gifts, grants paid	$12,120
Excess of revenue over expenses and disbursements	$-2,034
Net investment income		$17,103
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$187,890	$187,895
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$164,784
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$13,618
Other	$9,488
Total liabilities	$0
Total liabilities and net assets/fund balances	$187,890

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$13,580
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	$171
Total credits and payments	$128
2012 estimated tax payments and 2011 overpayment credited to 2012	$128
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	$43
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	$191,774
Net value of noncharitable-use assets	$188,900
Minimum investment return	$9,445

Distributable Amount (for 2012)
Distributable amount	$9,274

Undistributed Income (for 2012)
Distributable amount for 2012	$9,274
Undistributed income for 2012. This amount must be distributed in 2013	$0

	2012	2011	2010	2009	Total
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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Id	Name	Address	State	Established	Total Income
Other organizations in Rhode Island
1	Alice M M & Lillian M Phaneuf Tr	10 Tripps Ln, Riverside, RI 02915-3014	RI	1976-06	$218,973
2	Alice M Stone Trust	PO BOX 1802, Providence, RI 02901-1802	RI	1976-05	$2,424
3	Alice M Warren Trust 50400001	PO BOX 1802, Providence, RI 02901-1802	RI	1974-10	$59,643
4	Alice Martin Tr Uw Fbo Stanley Memorial Church 2200212	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$77,467
5	Alice Moore Trust 1043132010 Fbo, Klingberg	PO BOX 1802, Providence, RI 02901-1802	RI	1975-06	$302,254
6	Alice R Kee Tr Uw	PO BOX 1802, Providence, RI 02901-1802	RI	1997-07	$7,280
7	Alice S Raymond Tr Ua 7252120	PO BOX 1802, Providence, RI 02901-1802	RI		$421,770
8	Alice Shattuck Trust Uw 2-1877	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$552,576
9	Alice T Miner Masonic Memorial Trust Fund	PO BOX 1802, Providence, RI 02901-1802	RI	1956-06	$125,798
10	Alice V Wickstrom Tr Ua	PO BOX 1802, Providence, RI 02901-1802	RI	1990-01	$374,969
11	Alice W Burke Trust Uw	PO BOX 1802, Providence, RI 02901-1802	RI		$94,105
12	Alice W Miles Tr Uw Hssf	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$103,556
13	Alice W Miles Tr Uw Wpi	PO BOX 1802, Providence, RI 02901-1802	RI	1973-05	$127,448
14	Tr Uw Alice Webb Humane Assoc	PO BOX 1802, Providence, RI 02901-1802	RI	1977-09	$33,431
15	Alida And Frank Knotts Foundation 323-0060530010	PO BOX 1802, Providence, RI 02901-1802	RI	2000-04	$314,076
16	Alison H Yaeger Trust Nect 01336-00-2	PO BOX 1802, Providence, RI 02901-1802	RI	1977-10	$139,871
17	All Childrens Theatre Ensemble Inc	155 So Main St, Providence, RI 02903-2963	RI	1988-02	$341,481
18	Allan C Reed Memorial Trust	PO BOX 1802, Providence, RI 02901-1802	RI	2011-05	$61,085
19	Allegany County Assn For The Blind And Visually Handicapped 70084009	PO BOX 1802, Providence, RI 02901-1802	RI	1980-11	$65,399
20	Allegria Court Inc	861a Broad St, Providence, RI 02907-1768	RI	2000-09	$402,210

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