Everett F Boyden Tr Uw, Fleet Investment Services 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
| Everett F Boyden Tr Uw, Fleet Investment Services | |
| Employer Identification Number (EIN) | 056009171 |
| Name of Organization | Everett F Boyden Tr Uw |
| Secondary Name | Fleet Investment Services |
| In Care of Name | Charitable Tax Dept |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Scholarships (other), Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1974 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $908,713 |
| Amount of Income | $443,060 |
| Form 990 Revenue Amount | $69,959 |
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 | $66,330 | $66,330 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $24,733 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-401 | |||
| Other | $41,998 | |||
| Total expenses and disbursements | $52,691 | $8,030 | $0 | $42,382 |
| Compensation of officers, directors, trustees, etc. | $12,704 | |||
| Total operating and administrative expenses | $16,691 | $8,030 | $6,382 | |
| Contributions, gifts, grants paid | $36,000 | |||
| Excess of revenue over expenses and disbursements | $13,639 | |||
| Net investment income | $58,300 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $924,132 | $911,616 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $917,973 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $6,159 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $924,132 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $41,998 |
| 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 | $1,166 |
| Total credits and payments | $1,300 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,300 |
| 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 | $134 |
| Amount to be credited to 2013 estimated tax | $134 |
| 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 | $896,852 |
| Net value of noncharitable-use assets | $883,400 |
| Minimum investment return | $44,170 |
| Distributable Amount (for 2012) | |
| Distributable amount | $43,004 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $43,004 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $33,488 |
| 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 | Ribero Eva Gordon Tua | PO BOX 1802, Providence, RI 02901-1802 | RI | 2006-01 | $298,577 |
| 2 | Eva Leventhal Scholarship Tuw 20010382, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $55,748 | |
| 3 | Eva March Tappan Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $252,947 |
| 4 | Eva Ordway Trust Uw 420-5236006 Fbo, Shriners | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $14,335 |
| 5 | Evelyn B Ennis Trust Uw Fbo Enniston Small Animal Home Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1979-10 | $778,364 |
| 6 | Evelyn B Storrs Tr Ua 12201985 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-06 | $959,320 |
| 7 | Evelyn Cossin Trust, Fleet Bank Of Massachusetts Na | PO BOX 1802, Providence, RI 02901-1802 | RI | $229,185 | |
| 8 | Evelyn H Black A3b U W | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-05 | $435,268 |
| 9 | Evelyn W Preston Tr U/W For Myb | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $3,824,654 |
| 10 | Everett | 9 Duncan Ave, Providence, RI 02906-1814 | RI | 1991-02 | $219,790 |
| 11 | Everett F Boyden Tr Uw, Fleet Investment Services | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $443,060 |
| 12 | Everett Tr Fbo Cayuga County 0003431450 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-04 | $264,068 |
| 13 | Ewg Kids | 17 Locust Valley Rd, Exeter, RI 02822-3203 | RI | 1996-04 | $95,535 |
| 14 | Excite Dance Company | 586 Putnam Pike, Greenville, RI 02828-1498 | RI | 1990-08 | $61,098 |
| 15 | Exeter Cemetery Corporation | PO BOX 77, Exeter, RI 02822-0501 | RI | 1997-04 | $5,530 |
| 16 | Exeter Emergency Dispatch Ctr Inc | PO BOX 653, Exeter, RI 02822-0506 | RI | 1990-10 | $360,602 |
| 17 | Exeter Rescue Corps Incorporated | PO BOX 333, Exeter, RI 02822-0503 | RI | 1976-02 | $667,054 |
| 18 | Exeter Volunteer Fire Co No 2 | 365 Nooseneck Hill Rd, Exeter, RI 02822-2303 | RI | 1993-08 | $168,659 |
| 19 | Exeter Volunteer Fire Department | 305 Ten Rod Rd, Exeter, RI 02822-3117 | RI | 1992-12 | $250,997 |
| 20 | Exeter-West Greenwich Hockey Club Inc | 111 Hallville Rd, Exeter, RI 02822 | RI | 2005-03 | $45,712 |
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