Christopher Allen Estate Tr 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
| Christopher Allen Estate Tr | |
| Employer Identification Number (EIN) | 066027092 |
| Name of Organization | Christopher Allen Estate Tr |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 04/1973 |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| 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 | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,655,552 |
| Amount of Income | $3,318,964 |
| Form 990 Revenue Amount | $286,369 |
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 | $505,173 | $505,173 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $92,760 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $43 | |||
| Other | $412,370 | |||
| Total expenses and disbursements | $182,960 | $18,324 | $0 | $162,436 |
| Compensation of officers, directors, trustees, etc. | $30,054 | |||
| Total operating and administrative expenses | $34,344 | $18,324 | $13,820 | |
| Contributions, gifts, grants paid | $148,616 | |||
| Excess of revenue over expenses and disbursements | $322,213 | |||
| Net investment income | $486,849 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,472,310 | $3,651,534 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $366,451 | |
| Investments-corporate stock | $2,782,294 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $323,565 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,472,310 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $412,370 |
| 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 | $9,737 |
| Total credits and payments | $2,737 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,737 |
| 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 | $7,000 |
| 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 | $3,596,323 |
| Net value of noncharitable-use assets | $3,542,380 |
| Minimum investment return | $177,119 |
| Distributable Amount (for 2012) | |
| Distributable amount | $167,382 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $167,382 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $35,839 |
| 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 | Charles F Mckenney Trust 1037531 | PO BOX 1802, Providence, RI 02901-1802 | RI | $326,381 | |
| 2 | Charles Hunter Trust U W | PO BOX 1802, Providence, RI 02901-1802 | RI | $3,544,800 | |
| 3 | Charles W Holtzer Fund No 2 | PO BOX 1802, Providence, RI 02901-1802 | RI | $372,580 | |
| 4 | Charles W Nichols Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $249,914 | |
| 5 | Charlotte Menzer Tr Uw Dtd 021970 47920012 Fbo, Grace Episcopal Church | PO BOX 1802, Providence, RI 02901-1802 | RI | $69,625 | |
| 6 | Charlton Charity Trust No 4 100-6009248 | PO BOX 1802, Providence, RI 02901-1802 | RI | $368,537 | |
| 7 | Club 420 Association Inc | PO BOX 50, N Kingstown, RI 02852-0050 | RI | 2011-06 | $45,811 |
| 8 | Chartercare Health Partners | 825 Chalkstone Ave, Providence, RI 02908-4728 | RI | 2009-08 | $22,628,530 |
| 9 | Childrens Theatre Company Of Rhode Island, Ctc | 150 Slater Ave, Providence, RI 02906-5714 | RI | 2009-06 | $3,249 |
| 10 | Christ Church Paris Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $362,087 | |
| 11 | Christopher Allen Estate Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-04 | $3,318,964 |
| 12 | Citizens For A Better Providence | 15 Arnold St, Providence, RI 02906 | RI | 2010-08 | $0 |
| 13 | Cleaning For Heroes | 221b Hallene Rd, Warwick, RI 02886 | RI | 2010-08 | $0 |
| 14 | Columbus Club Of East Providence | 3200 Pawtucket Ave, Riverside, RI 02915-5107 | RI | 1984-04 | $85,514 |
| 15 | Commercial Fisheries Research Foundation Inc | East Farm Campus, Saunderstown, RI 02874 | RI | 2008-12 | $697,264 |
| 16 | Cowden Street Collaborative, Segue Institute For Learning | 361 Cowden St, Central Falls, RI 02863-2145 | RI | 2010-06 | $3,667,397 |
| 17 | Dabrowski-Blind Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-05 | $105,484 |
| 18 | Dewaters Memorial Trust 215 08839 04f | PO BOX 1802, Providence, RI 02901-1802 | RI | $244,732 | |
| 19 | Doree Taylor Charitable Fdn | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-05 | $9,578,942 |
| 20 | Elinore M Horner Charitable Tr A, 1150516009 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-05 | $138,722 |
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