Almon B Dayton Tr Uw C3783 2-5-53 Fbo Gregory D Hitchcock Et Al Nect, Fleet National Bank 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
| Almon B Dayton Tr Uw C3783 2-5-53 Fbo Gregory D Hitchcock Et Al Nect, Fleet National Bank | |
| Employer Identification Number (EIN) | 066024833 |
| Name of Organization | Almon B Dayton Tr Uw C3783 2-5-53 Fbo Gregory D Hitchcock Et Al Nect |
| Secondary Name | Fleet National Bank |
| In Care of Name | Fleet National Bank |
| 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 | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,398,528 |
| Amount of Income | $453,897 |
| Form 990 Revenue Amount | $58,935 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $58,935 | $58,935 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $30,327 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $28,608 | |||
| Total expenses and disbursements | $84,595 | $7,596 | $0 | $76,623 |
| Compensation of officers, directors, trustees, etc. | $11,960 | |||
| Total operating and administrative expenses | $14,741 | $7,596 | $6,769 | |
| Contributions, gifts, grants paid | $69,854 | |||
| Excess of revenue over expenses and disbursements | $-25,660 | |||
| Net investment income | $51,339 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,268,250 | $1,456,921 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,231,643 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $36,607 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,268,250 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $28,608 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $513 |
| Total credits and payments | $452 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $452 |
| 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 | $61 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,535,101 |
| Net value of noncharitable-use assets | $1,512,080 |
| Minimum investment return | $75,604 |
| Distributable Amount (for 2011) | |
| Distributable amount | $75,091 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $75,091 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $13,408 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | William P Aspell Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $34,543 |
| 2 | Worcester Free Public Library Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-10 | $18,957 |
| 3 | Wyman A Whitney Tr Uw Fbo Maine Seacoast Missionary Soc Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1979-10 | $337,987 |
| 4 | 1000 Jobs Haiti Inc | 316 W Main Rd, L Compton, RI 02837-1222 | RI | 2010-03 | $464,997 |
| 5 | 201 Thurbers Inc | 439 Pine St, Providence, RI 02907-1317 | RI | 2008-09 | $217,861 |
| 6 | 28010 007 Victoria Woodward Memorial Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $2,360,872 |
| 7 | Adeline Barth Tr Ua Fbo Delta College 07-31-080670-3 | PO BOX 1802, Providence, RI 02901-1802 | RI | $2,212 | |
| 8 | Agnes R Butler Trust Fbo Felix Neck Wildlife Trust Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 2012-08 | $324,524 |
| 9 | Agnes R Butler Trust Fbo Marthas Vineyard Hospital Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 2012-08 | $279,608 |
| 10 | Aide Foundation | 550 Taunton Ave, East Providence, RI 02914-1633 | RI | 2011-02 | $1,048 |
| 11 | Almon B Dayton Tr Uw C3783 2-5-53 Fbo Gregory D Hitchcock Et Al Nect, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $453,897 | |
| 12 | American Federation Of State County & Municipal Employees, L1012ri Pawtucket City Emps | 1179 Charles St, N Providence, RI 02904-3519 | RI | 1967-09 | $38,342 |
| 13 | Amvets, Amvets-Post 37 Bristol Ri | 692 Hope Street, Bristol, RI 02809 | RI | 1954-02 | $1,087 |
| 14 | Angels Among Us Foundation | 44 Bedson Rd, Cranston, RI 02910-4902 | RI | 2004-03 | $29,250 |
| 15 | Area 61 Rhode Island General Service Inc | PO BOX 9342, Providence, RI 02940-9342 | RI | 2010-07 | $74,912 |
| 16 | Arthur D Budd Tr Ua 217-162008547991 | PO BOX 1802, Providence, RI 02901-1802 | RI | $3,765,171 | |
| 17 | Arthur Fisher Trust No 03216 Am Security & Tru Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $47,978 |
| 18 | Baer Endowment Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-05 | $81,536 |
| 19 | Baer Trust, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $278,879 | |
| 20 | Banda Nova Alianca St Antonio De Pawtucket | Po Box 1662, Pawtucket, RI 02862 | RI | 2011-04 | $0 |
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