Frank W Weston Residue Tr 940174 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 W Weston Residue Tr 940174 | |
| Employer Identification Number (EIN) | 066030122 |
| Name of Organization | Frank W Weston Residue Tr 940174 |
| 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 | 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 | 12/2014 |
| 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 | $2,290,286 |
| Amount of Income | $1,104,335 |
| Form 990 Revenue Amount | $136,480 |
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 | $216,521 | $216,572 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $66,115 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-928 | |||
| Other | $151,334 | |||
| Total expenses and disbursements | $128,022 | $19,708 | $0 | $108,310 |
| Compensation of officers, directors, trustees, etc. | $29,180 | |||
| Total operating and administrative expenses | $32,634 | $19,708 | $12,922 | |
| Contributions, gifts, grants paid | $95,388 | |||
| Excess of revenue over expenses and disbursements | $88,499 | |||
| Net investment income | $196,864 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,308,190 | $2,387,646 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,991,104 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $161,397 | |
| Other | $155,689 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,308,190 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $151,334 |
| 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 | $3,937 |
| Total credits and payments | $1,184 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,184 |
| 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 | $2,753 |
| 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 | $2,334,976 |
| Net value of noncharitable-use assets | $2,299,960 |
| Minimum investment return | $114,998 |
| Distributable Amount (for 2012) | |
| Distributable amount | $114,885 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $114,885 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $22,150 |
| 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 M Travis Trust 23-7596 Ua Fbo Torrington Police & Fire Dept | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $17,712 |
| 2 | Frank O Brion Tr U W Fleet Bank Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-06 | $587,342 |
| 3 | Frank Olean Center Inc | 93 Airport Rd, Westerly, RI 02891-3420 | RI | 1966-03 | $3,483,287 |
| 4 | Frank R Fuller U Art X O W, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,153,015 |
| 5 | Frank R Peters Tr 6-1016 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $7,066,671 |
| 6 | Frank R Peters Tr Us 6 1080 1 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $724,051 |
| 7 | Frank Randall Trust Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1986-08 | $110,413 |
| 8 | Frank S Beedleson Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1968-11 | $215,139 |
| 9 | Frank S Parmenter Tr Uw 1 26160 08 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $288,391 |
| 10 | Frank T Passini Tr Fob T-E Char Bene | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-09 | $8,138 |
| 11 | Frank W Weston Residue Tr 940174 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,104,335 |
| 12 | Franklin - Tilton - Northfield Scholarship Trust | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1977-06 | $33,336 |
| 13 | Franklin H Putnam Trust 1 1053 1 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $284,322 |
| 14 | Fan Association Of North America | 54 Osage Dr, Warwick, RI 02888-6112 | RI | 1984-08 | $29,743 |
| 15 | Fnz Foundation Inc | 160 Webster St, Newport, RI 02840-6913 | RI | 1996-11 | $753,220 |
| 16 | Fredrick R Stryker Trust, 96-15c260708 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1981-03 | $162,074 |
| 17 | G F Bond Boatmens Bk Of Aurora Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | $189,709 | |
| 18 | George Warren Brown Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $23,445 | |
| 19 | Georgine M Graham Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $150,281 |
| 20 | Gerald M And Dorothy M Cole Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2005-12 | $1 |
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