F Lyman Clark Trust Uw T8460, Bank Of America Na 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
| F Lyman Clark Trust Uw T8460, Bank Of America Na | |
| Employer Identification Number (EIN) | 046014738 |
| Name of Organization | F Lyman Clark Trust Uw T8460 |
| Secondary Name | Bank Of America Na |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | Charitable Organization |
| Ruling Date | 05/1973 |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $285,243 |
| Amount of Income | $133,763 |
| Form 990 Revenue Amount | $27,024 |
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 | $25,756 | $25,723 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,299 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $17,457 | |||
| Total expenses and disbursements | $17,950 | $2,004 | $0 | $15,472 |
| Compensation of officers, directors, trustees, etc. | $3,140 | |||
| Total operating and administrative expenses | $3,919 | $2,004 | $1,441 | |
| Contributions, gifts, grants paid | $14,031 | |||
| Excess of revenue over expenses and disbursements | $7,806 | |||
| Net investment income | $23,719 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $290,367 | $295,578 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $277,345 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $13,022 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $290,367 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $17,457 |
| 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 | $237 |
| Total credits and payments | $300 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $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 | $63 |
| Amount to be credited to 2013 estimated tax | $63 |
| 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 | $295,659 |
| Net value of noncharitable-use assets | $291,220 |
| Minimum investment return | $14,561 |
| Distributable Amount (for 2012) | |
| Distributable amount | $14,324 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $14,324 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $4,503 |
| 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 | Environmental Diversity Educational Forum Of Ri Inc | 290 Norwood Ave, Cranston, RI 02905-2712 | RI | 1998-03 | $0 |
| 2 | Kings Tabernacle | Po Box 113900, Centerdale, RI 02911 | RI | 2005-09 | $0 |
| 3 | Pawtucket Arts Collaborative | 558 Mineral Spring Ave, Pawtucket, RI 02860 | RI | 2007-07 | $0 |
| 4 | Norwood Neighborhood Association Inc | 184 Pawtuxet Avenue, Warwick, RI 02888 | RI | 2013-03 | $0 |
| 5 | Will Speck Memorial | 75 Kimberly Lane North, Cranston, RI 02921 | RI | 2012-11 | $0 |
| 6 | Moses Brown School | 250 Lloyd Ave, Providence, RI 02906-2313 | RI | 1983-03 | $0 |
| 7 | George F Bowerman R Uw Irrv Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2012-09 | $316,758 |
| 8 | Carl W Zaisser Music Award Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $5,006 | |
| 9 | Donald And Judy Gruhn Foundation, Hewitt Richard G Et Al Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-05 | $589,133 |
| 10 | Dorothy B Hickey Trust Uw T8729, Bank Of America | PO BOX 1802, Providence, RI 02901-1802 | RI | $223,025 | |
| 11 | F Lyman Clark Trust Uw T8460, Bank Of America Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-05 | $133,763 |
| 12 | Henry F Berry Charitable Tr | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | $98,501 | |
| 13 | Independent Order Of Odd Fellows, #5 Harmony Lodge | 750 Old Baptist Rd, North Kingstown, RI 02852-3119 | RI | 1962-05 | $212,179 |
| 14 | International Union Of Elevator Constructors Local Union No 39 | 46 Alden Ave, Warwick, RI 02889-5705 | RI | 2012-08 | $248,971 |
| 15 | Jamestown Ri Chamber Of Commerce Inc | PO BOX 35, Jamestown, RI 02835-0035 | RI | 2011-08 | $43,068 |
| 16 | Jesse Rideout Grimes Tr Uw, Grimes Minnie W Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | $58,513 | |
| 17 | John W Leedle Tr 0939359, Chicago Title & Trust Co | PO BOX 1802, Providence, RI 02901-1802 | RI | $591,760 | |
| 18 | Jonas S Suvis Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-05 | $80,156 |
| 19 | National Association Of Social Workers Inc, Rhode Island Chapter | 220 W Exchange St Ste 007, Providence, RI 02903-1004 | RI | 1978-05 | $150,662 |
| 20 | Rhode Island Podiatric Medical Society | 469 Centreville Rd, Warwick, RI 02886-4354 | RI | 1996-01 | $92,950 |
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