Eliz Parks Fund Trust Fbo Univ Ladies Aid Society, Fleet Bank Of Maine 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
Eliz Parks Fund Trust Fbo Univ Ladies Aid Society, Fleet Bank Of Maine | |
Employer Identification Number (EIN) | 016011934 |
Name of Organization | Eliz Parks Fund Trust Fbo Univ Ladies Aid Society |
Secondary Name | Fleet Bank Of Maine |
In Care of Name | Marine Natl Bk Tr No 5586-00-3 |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 03/1993 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 08/2014 |
Assets | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $189,284 |
Amount of Income | $88,767 |
Form 990 Revenue Amount | $21,781 |
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 | $12,978 | $12,978 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $4,952 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $-161 | |||
Other | $8,187 | |||
Total expenses and disbursements | $11,686 | $1,692 | $0 | $9,170 |
Compensation of officers, directors, trustees, etc. | $2,576 | |||
Total operating and administrative expenses | $4,391 | $1,692 | $1,875 | |
Contributions, gifts, grants paid | $7,295 | |||
Excess of revenue over expenses and disbursements | $1,292 | |||
Net investment income | $11,286 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $176,457 | $188,269 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $175,582 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $875 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $176,457 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $8,187 |
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 | $226 |
Total credits and payments | $425 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $425 |
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 | $199 |
Amount to be credited to 2013 estimated tax | $199 |
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)? | Yes |
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 | $185,299 |
Net value of noncharitable-use assets | $182,520 |
Minimum investment return | $9,126 |
Distributable Amount (for 2012) | |
Distributable amount | $8,900 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $8,900 |
Undistributed income for 2012. This amount must be distributed in 2013 | $956 |
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 | Eleanor E Lyons Trust 9 6350 3 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-09 | $71,450 |
2 | Eleanor Hayes Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1950-08 | $6,035 |
3 | Eleanor M B Westcote Trust Ud 3-9370-00-2 | PO BOX 1802, Providence, RI 02901-1802 | RI | $351,824 | |
4 | Eleanor M Donnell Trust, Maine National Bank Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $86,023 | |
5 | Eleanor S Woodman Tr Fbo Oak Grove | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $124,084 |
6 | Electric Boat Quonset Pt Facility Emp Community Serv Assn, Electric Boat Division | 165 Dillabur Ave Ste D969, North Kingstown, RI 02852-7511 | RI | 1978-07 | $259,799 |
7 | Electrical League Of Rhode Island | PO BOX 7621, Warwick, RI 02887 | RI | 1983-03 | $18,418 |
8 | Electronic Health Records Of Rhode Island Llc, Ehrri | 1 Davol Square, Providence, RI 02903-4767 | RI | 2009-12 | $609,830 |
9 | Elise K Patrick Charitable Trust 323 1044940010, Salv Army Etal | PO BOX 1802, Providence, RI 02901-1802 | RI | $121,363 | |
10 | Elisha Leavenworth Tr Uw 33-0006 Fbo, City Of Waterbury Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $249,608 |
11 | Eliz Parks Fund Trust Fbo Univ Ladies Aid Society, Fleet Bank Of Maine | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $88,767 |
12 | Eliza H Faunce Scholarship Trust Uw P206 14-12011102 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1987-10 | $49,665 |
13 | Elizabeth Bishop Perkins Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1953-08 | $1,393,551 |
14 | Elizabeth Buffum Chace Center | PO BOX 9476, Warwick, RI 02889-0476 | RI | 1979-11 | $890,234 |
15 | Elizabeth C Cunha | 420 Union Ave, Cranston, RI 02909 | RI | 2009-01 | $234,144 |
16 | Elizabeth Carse Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,241,012 |
17 | Elizabeth D Ward Trust Uw 2 9273 00 1, Industrial Natl Bk Of Ri Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-04 | $230,177 |
18 | Elizabeth D Ward Trust Uw 2 9274 00 8 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-04 | $183,186 |
19 | Elizabeth F Upton Trust Ua N C P E C Ny City 124-1389907010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $44,315 | |
20 | Elizabeth Grant Trust 114890 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-10 | $93,062 |
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