Florian O Bartlett Trust 1 3657 0 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
| Florian O Bartlett Trust 1 3657 0 | |
| Employer Identification Number (EIN) | 046008674 |
| Name of Organization | Florian O Bartlett Trust 1 3657 0 |
| In Care of Name | First National Bank Of Boston |
| 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 | 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 | $875,674 |
| Amount of Income | $448,621 |
| Form 990 Revenue Amount | $52,449 |
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 | $87,001 | $87,001 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $31,602 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $55,399 | |||
| Total expenses and disbursements | $56,156 | $7,116 | $0 | $48,000 |
| Compensation of officers, directors, trustees, etc. | $11,267 | |||
| Total operating and administrative expenses | $16,156 | $7,116 | $8,000 | |
| Contributions, gifts, grants paid | $40,000 | |||
| Excess of revenue over expenses and disbursements | $30,845 | |||
| Net investment income | $79,885 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $887,074 | $900,759 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $783,751 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $44,287 | |
| Other | $59,036 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $887,074 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $55,399 |
| 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 | $799 |
| Total credits and payments | $1,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,000 |
| 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 | $201 |
| Amount to be credited to 2013 estimated tax | $201 |
| 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 | $890,109 |
| Net value of noncharitable-use assets | $876,760 |
| Minimum investment return | $43,838 |
| Distributable Amount (for 2012) | |
| Distributable amount | $43,039 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $43,039 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $26,754 |
| 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 | Flora T Little Tr 14-0506-7 | PO BOX 1802, Providence, RI 02901-1802 | RI | $115,955 | |
| 2 | Florence Elliott Seeley Education Fouddation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-11 | $5,093,238 |
| 3 | Florence H Muhs Irrev Trust 1005719 Norstar Bank Tr 35 Ash St | PO BOX 1802, Providence, RI 02901-1802 | RI | 1983-09 | $829,539 |
| 4 | Florence Harrington Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $338,377 | |
| 5 | Florence L Mackay Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $425,909 | |
| 6 | Florence L Naurison Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-08 | $256,551 |
| 7 | Florence M Cushing 1-01852-1, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $148,204 | |
| 8 | Florence M Cushing Trust, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $96,059 | |
| 9 | Florence Parsons Trust Fbo Conn Humane Society | PO BOX 1802, Providence, RI 02901-1802 | RI | 1980-06 | $47,867 |
| 10 | Florence Robertson Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-06 | $2,137,513 |
| 11 | Florian O Bartlett Trust 1 3657 0 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $448,621 |
| 12 | Florrie Westall Trust Uwt 1458 | PO BOX 1802, Providence, RI 02901-1802 | RI | $73,315 | |
| 13 | Flossie M Dickerman Tw 2509h | PO BOX 1802, Providence, RI 02901-1802 | RI | $55,051 | |
| 14 | Flower Power Inc | 106 Nayatt Rd, Barrington, RI 02806-3320 | RI | 2001-01 | $14,623 |
| 15 | Flying Kites Inc | 6 Gillies Ct, Newport, RI 02840-3842 | RI | 2007-10 | $377,974 |
| 16 | Fm Global Foundation | PO BOX 7500, Johnston, RI 02919-0750 | RI | 1987-02 | $24,103,216 |
| 17 | Fm Global Foundation Of Massachusetts Inc | PO BOX 7500, Johnston, RI 02919-0750 | RI | 1945-03 | $39,819 |
| 18 | Forand Community Corporation | 1720 Atwood Ave, Johnston, RI 02919-3214 | RI | 1994-04 | $109,967 |
| 19 | Forest Park Elementary Parent Teacher Organization | 50 Woodlawn Drive, North Kingstown, RI 02852 | RI | 2004-10 | $0 |
| 20 | Forman Family Charitable Trust | PO BOX 603328, Providence, RI 02906-0728 | RI | 1985-09 | $971,780 |
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