George W Davenport Charitable Tr Franklin County Trust Tr C/O Shawm 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
| George W Davenport Charitable Tr Franklin County Trust Tr C/O Shawm | |
| Employer Identification Number (EIN) | 046312563 |
| Name of Organization | George W Davenport Charitable Tr Franklin County Trust Tr C/O Shawm |
| In Care of Name | Shawmut Trust Div 6-15 |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | Charitable Organization |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $546,334 |
| Amount of Income | $582,599 |
| Form 990 Revenue Amount | $30,542 |
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 | $57,944 | $57,944 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,770 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-55 | |||
| Other | $45,229 | |||
| Total expenses and disbursements | $28,906 | $5,897 | $0 | $22,534 |
| Compensation of officers, directors, trustees, etc. | $9,200 | |||
| Total operating and administrative expenses | $10,237 | $5,897 | $3,865 | |
| Contributions, gifts, grants paid | $18,669 | |||
| Excess of revenue over expenses and disbursements | $29,038 | |||
| Net investment income | $52,047 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $558,551 | $531,353 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $544,337 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $14,214 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $558,551 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $45,229 |
| 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 | $1,041 |
| Total credits and payments | $582 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $582 |
| 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 | $459 |
| 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? | Yes |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| 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)? | Yes |
| 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 | $517,093 |
| Net value of noncharitable-use assets | $509,340 |
| Minimum investment return | $25,467 |
| Distributable Amount (for 2012) | |
| Distributable amount | $24,426 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $24,426 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $21,563 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Fraternal Order Of Police, Rhode Island State Lodge | 95 Tanner Ave, Warwick, RI 02886-4510 | RI | 1952-10 | $99,372 |
| 2 | Frank B Hazard Trust 2-5789 Uw Fbo Home For The Aged Women Nect, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $42,896 | |
| 3 | Frank D Hamilton Tr Ua 34945063 | PO BOX 1802, Providence, RI 02901-1802 | RI | $63,321 | |
| 4 | Gussie L Grenner Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $1,539,642 |
| 5 | Friends Of Jamestown Youth Inc | 41 Conanicus Ave, Jamestown, RI 02835-1262 | RI | 2010-10 | $3,511 |
| 6 | Friends Of Legion Way Rink | C/O Orefice Caliri 1445 Wampanoag T, Riverside, RI 02915 | RI | 2010-02 | $705 |
| 7 | Fryeburg Academy Teachers Fund First National Bk Of Boston Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $235,528 | |
| 8 | Fuller Fam Charitable Tr, The Washington Trust Company Ttee | 23 Broad St, Westerly, RI 02891-1879 | RI | 2011-01 | $635,441 |
| 9 | G Kenneth Bancroft Tr 1-5531-0 | PO BOX 1802, Providence, RI 02901-1802 | RI | $139,616 | |
| 10 | George And Mary Agostini Family Foundation Inc | 243 Narragansett Park Dr, Rumford, RI 02916-1043 | RI | 2011-05 | $383,378 |
| 11 | George W Davenport Charitable Tr Franklin County Trust Tr C/O Shawm | PO BOX 1802, Providence, RI 02901-1802 | RI | $582,599 | |
| 12 | Germantown United Methodist | PO BOX 1802, Providence, RI 02901-1802 | RI | $110 | |
| 13 | Tua Gertrude S Bridge | PO BOX 1802, Providence, RI 02901-1802 | RI | 2012-09 | $943,570 |
| 14 | Girls Rock Rhode Island | Po Box 3475, Providence, RI 02909 | RI | 2011-03 | $58,978 |
| 15 | Gold Star Children | 1005 Main St Unit 2108, Pawtucket, RI 02860-7806 | RI | 2009-06 | $153,279 |
| 16 | Greater Pawtucket Umpire Association | 2882 Diamond Hill Rd, Cumberland, RI 02864 | RI | 2010-08 | $26,769 |
| 17 | Greater Providence Chamber Foundation | C/O 180 South Main Street, Providence, RI 02903 | RI | 1986-01 | $10,000 |
| 18 | Grymes Tr Uw Fbo St Pauls Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-07 | $9,195 |
| 19 | Gupta Family Foundation | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 2009-12 | $269,003 |
| 20 | H W Birge Tr Uw Fbo Burdett United Methodist Church, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 2015-02 | $50,780 |
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