First Congregational Church Stfd Tr Acct No 01075829-20 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
| First Congregational Church Stfd Tr Acct No 01075829-20 | |
| Employer Identification Number (EIN) | 066031568 |
| Name of Organization | First Congregational Church Stfd Tr Acct No 01075829-20 |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| 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 | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,595,914 |
| Amount of Income | $750,169 |
| Form 990 Revenue Amount | $85,664 |
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 | $99,737 | $99,729 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $54,752 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $44,985 | |||
| Total expenses and disbursements | $120,240 | $14,141 | $0 | $104,899 |
| Compensation of officers, directors, trustees, etc. | $22,298 | |||
| Total operating and administrative expenses | $25,240 | $14,141 | $9,899 | |
| Contributions, gifts, grants paid | $95,000 | |||
| Excess of revenue over expenses and disbursements | $-20,503 | |||
| Net investment income | $85,588 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,605,559 | $1,896,230 |
| Cash - non-interest-bearing | $-7,294 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,175,435 | |
| Investments-corporate bonds | $416,759 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $20,659 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,605,559 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $44,985 |
| 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 | $1,712 |
| Total credits and payments | $1,573 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,573 |
| 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 | $139 |
| 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 | $1,876,330 |
| Net value of noncharitable-use assets | $1,848,180 |
| Minimum investment return | $92,409 |
| Distributable Amount (for 2012) | |
| Distributable amount | $90,697 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $90,697 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | Fenner Hill Inner Club | 33 Wheeler Lane, Hope Valley, RI 02832 | RI | 2002-04 | $13,960 |
| 2 | Fenton J Solomon Fenton J Solomon Trust, Summit Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $80,514 | |
| 3 | Festival Ballet Providence | 825 Hope St, Providence, RI 02906-3750 | RI | 1978-08 | $1,384,128 |
| 4 | Field Memorial Library Fund 1 0005 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-11 | $203,724 |
| 5 | Finsen Family Foundation Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-08 | $153,841 |
| 6 | Firemens Benevolent Society Of The City Of Hartford | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-09 | $87,996 |
| 7 | First Baptist Church Of Lakewood Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-02 | $155,590 |
| 8 | First Baptist Church Uw Es Hudson 0003372050 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-02 | $683,976 |
| 9 | First Baptist Society 3-4006470 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-02 | $9,494 |
| 10 | First Baptist Society Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-02 | $8,660 |
| 11 | First Congregational Church Stfd Tr Acct No 01075829-20 | PO BOX 1802, Providence, RI 02901-1802 | RI | $750,169 | |
| 12 | Germantown United Methodist Church Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-09 | $198 |
| 13 | First Night Newport Inc | 98 Kay St, Newport, RI 02840-2842 | RI | 2014-09 | $0 |
| 14 | First Pres Ch Sen F Uw Fs | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $163,877 |
| 15 | First Presbyterian Church Of Schaghticoke | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-01 | $31,753 |
| 16 | First Reformed Church Tercentenary | PO BOX 1802, Providence, RI 02901-1802 | RI | 1980-07 | $135,002 |
| 17 | First Step At Kingston Inc | 500 Prospect Street, Pawtucket, RI 02860-6258 | RI | 1995-09 | $488,326 |
| 18 | First Swing Rhode Island | 7408 Post Rd, N Kingstown, RI 02852-3217 | RI | 2003-08 | $0 |
| 19 | First Unitarian Sunday School | 23 Broad St, Westerly, RI 02891-1879 | RI | $311,212 | |
| 20 | Firstworks | 270 Westminster Street, Providence, RI 02903-3433 | RI | 1985-09 | $856,859 |
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