Francis W Starkweather Tr Ua 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
Francis W Starkweather Tr Ua | |
Employer Identification Number (EIN) | 066198197 |
Name of Organization | Francis W Starkweather Tr Ua |
In Care of Name | Fleet Private Clients Group |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
Subsection | Charitable Organization |
Ruling Date | 08/1997 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $1,000,000 to $4,999,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $1,660,114 |
Amount of Income | $83,371 |
Form 990 Revenue Amount | $126,080 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: |
Non-representatives - add comments:
Amount of income in 2013: $83,371 (it was $1,024,798 in 2012)
This organization: | $83,371 |
Other organizations performing similar types of work: | $83,371 |
Assets in 2013: $1,660,114 (it was $1,684,120 in 2012)
Francis W Starkweather Tr Ua: | $1,660,114 |
Other organizations performing similar types of work: | $1,660,114 |
Expenses in 2012: $90,335
Francis W Starkweather Tr Ua: | $90,335 |
Other organizations performing similar types of work: | $90,335 |
Income to expenses ratio in 2012: 0.9
This organization: | 0.9 |
Other organizations performing similar types of work: | 0.9 |
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 | $218,518 | $218,518 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $35,933 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $57 | |||
Other | $182,528 | |||
Total expenses and disbursements | $90,335 | $11,531 | $0 | $77,924 |
Compensation of officers, directors, trustees, etc. | $18,660 | |||
Total operating and administrative expenses | $20,765 | $11,531 | $8,354 | |
Contributions, gifts, grants paid | $69,570 | |||
Excess of revenue over expenses and disbursements | $128,183 | |||
Net investment income | $206,987 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,684,120 | $1,754,655 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $1,550,501 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $133,619 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,684,120 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $182,528 |
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 | $4,140 |
Total credits and payments | $1,145 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,145 |
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 | $2,995 |
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 | $1,719,493 |
Net value of noncharitable-use assets | $1,693,700 |
Minimum investment return | $84,685 |
Distributable Amount (for 2012) | |
Distributable amount | $80,545 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $80,545 |
Undistributed income for 2012. This amount must be distributed in 2013 | $15,272 |
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 | Frances A Hartman Trust Uw Nect Fbo, Five Point Mission Et Al | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-10 | $562,475 |
2 | Frances A Mccook Trust Uw 020668 Fbo Antiquarian & Landmarks Soc In | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-06 | $376,994 |
3 | Frances L Loomis Tr 03-026-4055560 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-08 | $285,202 |
4 | Frances L Rathburn Tr Uw Fbo M S Of Conn | PO BOX 1802, Providence, RI 02901-1802 | RI | $139,713 | |
5 | Frances Lutolf Bo Wesson Hospital 54 2012130070, Wesson Hosp | PO BOX 1802, Providence, RI 02901-1802 | RI | $85,874 | |
6 | Frances Lyman Trust Fbo Charities | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-05 | $1,933,268 |
7 | Frances P Parker Scholarship Fund Trust Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $224,857 |
8 | Frances W Cooper Trust Uw 420-2372506 | PO BOX 1802, Providence, RI 02901-1802 | RI | $342,597 | |
9 | Francis Archibald Trus Fbo Byram | PO BOX 1802, Providence, RI 02901-1802 | RI | 1983-10 | $1,493,145 |
10 | Francis E Hart Scholarship Fund Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-05 | $17,232 |
11 | Francis W Starkweather Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-08 | $83,371 |
12 | Franciscan Apostolic Sisters Auxiliary | 860 N Quidnessett Rd, N Kingstown, RI 02852-1000 | RI | 1999-05 | $10,353 |
13 | Frank & Ellen Cobb Memorial Scholarship Tr 1004210 | PO BOX 1802, Providence, RI 02901-1802 | RI | $854,289 | |
14 | Frank A Harden Memorial Trust Ud | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-09 | $148,610 |
15 | Frank B Stanley Trust 30200015766 | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1974-01 | $276,765 |
16 | Frank B Wilder Tr Uw Fbo Houlton Me 323-6100072530 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-12 | $359,743 |
17 | Frank D Hamilton Trust Uw Fbo, Noble | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $115,568 |
18 | Frank E Green Trust First Nh Bank Na Trust | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 2001-09 | $97,683 |
19 | Frank E Mcguire Endowment Trust, Fleet Bank Nh | PO BOX 1802, Providence, RI 02901-1802 | RI | $23,826 | |
20 | Frank E Wheeler Trust Uw 59-7082506 Fbo, Community Chest | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $236,487 |
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