Cm Swayze-Chh Tr Uw 3307569 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
| Cm Swayze-Chh Tr Uw 3307569 | |
| Employer Identification Number (EIN) | 066040325 |
| Name of Organization | Cm Swayze-Chh Tr Uw 3307569 |
| In Care of Name | Fleet Natl Tax Ttee |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2014 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $7,909,668 |
| Amount of Income | $2,028,473 |
| Form 990 Revenue Amount | $1,348,708 |
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 | $303,115 | $300,406 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $208,950 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $94,165 | |||
| Total expenses and disbursements | $380,150 | $26,278 | $0 | $340,590 |
| Compensation of officers, directors, trustees, etc. | $38,722 | |||
| Total operating and administrative expenses | $57,311 | $26,278 | $17,751 | |
| Contributions, gifts, grants paid | $322,839 | |||
| Excess of revenue over expenses and disbursements | $-77,035 | |||
| Net investment income | $274,128 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $7,535,254 | $7,738,493 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $7,225,634 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $51,101 | |
| Other | $258,519 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $7,535,254 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $94,165 |
| 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 | $5,483 |
| Total credits and payments | $4,060 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,060 |
| 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 | $1,423 |
| 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 | $7,603,063 |
| Net value of noncharitable-use assets | $7,489,020 |
| Minimum investment return | $374,451 |
| Distributable Amount (for 2012) | |
| Distributable amount | $368,968 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $368,968 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $102,395 |
| 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 | Clay Mathematics Institute Inc | 10 Memorial Blvdste 902, Providence, RI 02903 | RI | 1999-10 | $11,051,491 |
| 2 | Clayton F & Ruth L Hawkridge Fdtn | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-01 | $780,929 |
| 3 | Clayton Nash Scholarship Fund 37550-00-1 | PO BOX 1802, Providence, RI 02901-1802 | RI | $121,589 | |
| 4 | Clean The Bay Inc | 344 Aquidneck Ave, Middletown, RI 02842-5614 | RI | 2006-09 | $154,435 |
| 5 | Clement L Yaeger Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-12 | $70,182 |
| 6 | Clinica Esperanza Hope Clinic | 146 Clifford Street, Providence, RI 02903-4163 | RI | 2008-06 | $270,653 |
| 7 | Clinton B Newell Succ Trust 400-5121004, Newell Clinton B Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | $17,891 | |
| 8 | Clinton G Mills Trust Uw 1-31399-02 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $702,673 |
| 9 | Club Jogues | 184 Boston St, Coventry, RI 02816-8014 | RI | 1996-06 | $339,926 |
| 10 | Club Juventude Lusitania Inc | 10 Chase St, Cumberland, RI 02864-8343 | RI | 1978-04 | $482,648 |
| 11 | Cm Swayze-Chh Tr Uw 3307569 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $2,028,473 |
| 12 | Cnfr Inc | 25 Wampanoig Circle, North Kingston, RI 02852 | RI | 2006-12 | $0 |
| 13 | Co Tr Uw Amos A Story Story Industrial School, Fleet Bank Of Massachusetts Na | PO BOX 1802, Providence, RI 02901-1802 | RI | $126,386 | |
| 14 | Co Tr Uw Samuel E Sawyer Fbo Gloucester Lyceum And Sawyer | PO BOX 1802, Providence, RI 02901-1802 | RI | $232,699 | |
| 15 | Coalition For Consumer Justice Education Project Inc | 50 Browne St, Cranston, RI 02920-7414 | RI | 1979-08 | $24,900 |
| 16 | Coalition Of Essential Schools | 1 Richmond Square, Providence, RI 02906-5139 | RI | 1997-12 | $321,667 |
| 17 | Coastal Housing Corporation | PO BOX 966, Portsmouth, RI 02871-0919 | RI | 1996-10 | $153,440 |
| 18 | Coastal Wineries Of Southeastern New England | 582 Wapping Rd, Portsmouth, RI 02871 | RI | 2007-03 | $0 |
| 19 | Coastway Cares Charitable Foundation Inc | One Coastway Plaza, Cranston, RI 02910-3247 | RI | 2003-01 | $78,546 |
| 20 | Coastway Credit Union | 25 Lovell Street, Cranston, RI 02910-3241 | RI | 1988-02 | $20,575,615 |
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