Frank H Baker Tr U/W in Providence, Rhode Island (RI)

Frank H Baker Tr U/W
Employer Identification Number (EIN)	066027210
Name of Organization	Frank H Baker Tr U/W
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	4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date	08/1972
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	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$4,340,279
Amount of Income	$4,440,096
Form 990 Revenue Amount	$295,702

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$317,231	$317,231	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$102,179
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$-397
Other	$215,449
Total expenses and disbursements	$228,431	$28,958	$0	$196,613
Compensation of officers, directors, trustees, etc.	$43,748
Total operating and administrative expenses	$52,131	$28,958		$20,313
Contributions, gifts, grants paid	$176,300
Excess of revenue over expenses and disbursements	$88,800
Net investment income		$288,273
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$4,375,465	$4,291,938
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$4,224,812
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$0
Other	$150,653
Total liabilities	$0
Total liabilities and net assets/fund balances	$4,375,465

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$215,449
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	$5,765
Total credits and payments	$2,800
2012 estimated tax payments and 2011 overpayment credited to 2012	$2,800
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	$2,965
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	$4,213,468
Net value of noncharitable-use assets	$4,150,260
Minimum investment return	$207,513

Distributable Amount (for 2012)
Distributable amount	$201,748

Undistributed Income (for 2012)
Distributable amount for 2012	$201,748
Undistributed income for 2012. This amount must be distributed in 2013	$40,500

	2012	2011	2010	2009	Total
Private Operating Foundations (for 2012)
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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Id	Name	Address	State	Established	Total Income
Other organizations in Rhode Island
1	Franciscan Apostolic Sisters Auxiliary	860 N Quidnessett Rd, N Kingstown, RI 02852-1000	RI	1999-05	$10,353
2	Frank & Ellen Cobb Memorial Scholarship Tr 1004210	PO BOX 1802, Providence, RI 02901-1802	RI		$854,289
3	Frank A Harden Memorial Trust Ud	PO BOX 1802, Providence, RI 02901-1802	RI	1982-09	$148,610
4	Frank B Stanley Trust 30200015766	10 Tripps Ln, Riverside, RI 02915-3014	RI	1974-01	$276,765
5	Frank B Wilder Tr Uw Fbo Houlton Me 323-6100072530	PO BOX 1802, Providence, RI 02901-1802	RI	1974-12	$359,743
6	Frank D Hamilton Trust Uw Fbo, Noble	PO BOX 1802, Providence, RI 02901-1802	RI	1972-08	$115,568
7	Frank E Green Trust First Nh Bank Na Trust	10 Tripps Ln, Riverside, RI 02915-3014	RI	2001-09	$97,683
8	Frank E Mcguire Endowment Trust, Fleet Bank Nh	PO BOX 1802, Providence, RI 02901-1802	RI		$23,826
9	Frank E Wheeler Trust Uw 59-7082506 Fbo, Community Chest	PO BOX 1802, Providence, RI 02901-1802	RI	1972-08	$236,487
10	Frank G Scheehl Trust Uw	PO BOX 1802, Providence, RI 02901-1802	RI	1975-12	$302,519
11	Frank H Baker Tr U/W	PO BOX 1802, Providence, RI 02901-1802	RI	1972-08	$4,440,096
12	Frank J & Cecelia F Annelli Trust	PO BOX 1802, Providence, RI 02901-1802	RI	1995-11	$153,290
13	Frank Keeling Tr C5728 Uw 020466 Fbo Waterbury Hosp	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$2,210,874
14	Frank Kilmer Trust Ua 40183	PO BOX 1802, Providence, RI 02901-1802	RI	1972-10	$69,693
15	Frank L Tucker Trust Uw 2 9140 00 1	PO BOX 1802, Providence, RI 02901-1802	RI	1974-04	$131,746
16	Frank Loomis Palmer Fund Trust	PO BOX 1802, Providence, RI 02901-1802	RI	1942-07	$18,319,438
17	Frank M Travis Trust 23-7596 Ua Fbo Torrington Police & Fire Dept	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$17,712
18	Frank O Brion Tr U W Fleet Bank Na	PO BOX 1802, Providence, RI 02901-1802	RI	1976-06	$587,342
19	Frank Olean Center Inc	93 Airport Rd, Westerly, RI 02891-3420	RI	1966-03	$3,483,287
20	Frank R Fuller U Art X O W, Fleet National Bank	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$1,153,015

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