Frank O Brion Tr U W Fleet Bank 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
| Frank O Brion Tr U W Fleet Bank Na | |
| Employer Identification Number (EIN) | 066154532 |
| Name of Organization | Frank O Brion Tr U W Fleet Bank Na |
| In Care of Name | Fleet Investment Services |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Scholarships for children of employees |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 06/1976 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2014 |
| 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 | $1,179,638 |
| Amount of Income | $587,342 |
| Form 990 Revenue Amount | $84,388 |
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 | $111,391 | $111,391 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $34,846 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-1,041 | |||
| Other | $77,586 | |||
| Total expenses and disbursements | $84,207 | $11,478 | $0 | $70,120 |
| Compensation of officers, directors, trustees, etc. | $17,530 | |||
| Total operating and administrative expenses | $25,207 | $11,478 | $11,120 | |
| Contributions, gifts, grants paid | $59,000 | |||
| Excess of revenue over expenses and disbursements | $27,184 | |||
| Net investment income | $99,913 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,219,946 | $1,235,438 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,067,320 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $73,686 | |
| Other | $78,940 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,219,946 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $77,586 |
| 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 | $1,998 |
| Total credits and payments | $1,424 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,424 |
| 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 | $574 |
| 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 | $1,230,887 |
| Net value of noncharitable-use assets | $1,212,420 |
| Minimum investment return | $60,621 |
| Distributable Amount (for 2012) | |
| Distributable amount | $58,623 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $58,623 |
| 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 | Frank E Mcguire Endowment Trust, Fleet Bank Nh | PO BOX 1802, Providence, RI 02901-1802 | RI | $23,826 | |
| 2 | Frank E Wheeler Trust Uw 59-7082506 Fbo, Community Chest | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $236,487 |
| 3 | Frank G Scheehl Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-12 | $302,519 |
| 4 | Frank H Baker Tr U/W | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $4,440,096 |
| 5 | Frank J & Cecelia F Annelli Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-11 | $153,290 |
| 6 | Frank Keeling Tr C5728 Uw 020466 Fbo Waterbury Hosp | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $2,210,874 |
| 7 | Frank Kilmer Trust Ua 40183 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-10 | $69,693 |
| 8 | Frank L Tucker Trust Uw 2 9140 00 1 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $131,746 |
| 9 | Frank Loomis Palmer Fund Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1942-07 | $18,319,438 |
| 10 | Frank M Travis Trust 23-7596 Ua Fbo Torrington Police & Fire Dept | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $17,712 |
| 11 | Frank O Brion Tr U W Fleet Bank Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-06 | $587,342 |
| 12 | Frank Olean Center Inc | 93 Airport Rd, Westerly, RI 02891-3420 | RI | 1966-03 | $3,483,287 |
| 13 | Frank R Fuller U Art X O W, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,153,015 |
| 14 | Frank R Peters Tr 6-1016 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $7,066,671 |
| 15 | Frank R Peters Tr Us 6 1080 1 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $724,051 |
| 16 | Frank Randall Trust Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1986-08 | $110,413 |
| 17 | Frank S Beedleson Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1968-11 | $215,139 |
| 18 | Frank S Parmenter Tr Uw 1 26160 08 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $288,391 |
| 19 | Frank T Passini Tr Fob T-E Char Bene | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-09 | $8,138 |
| 20 | Frank W Weston Residue Tr 940174 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,104,335 |
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