Gregory Trust Fund 2 3412, Fleet National Bank 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
| Gregory Trust Fund 2 3412, Fleet National Bank | |
| Employer Identification Number (EIN) | 056004222 |
| Name of Organization | Gregory Trust Fund 2 3412 |
| Secondary Name | Fleet National Bank |
| In Care of Name | A Bank Of America Co |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| 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 | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $690,688 |
| Amount of Income | $287,214 |
| Form 990 Revenue Amount | $81,433 |
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 | $69,670 | $69,681 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $15,888 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-8 | |||
| Other | $53,790 | |||
| Total expenses and disbursements | $39,818 | $5,675 | $0 | $33,062 |
| Compensation of officers, directors, trustees, etc. | $8,770 | |||
| Total operating and administrative expenses | $11,159 | $5,675 | $4,403 | |
| Contributions, gifts, grants paid | $28,659 | |||
| Excess of revenue over expenses and disbursements | $29,852 | |||
| Net investment income | $64,006 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $692,302 | $733,207 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $593,073 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $51,138 | |
| Other | $48,091 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $692,302 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $53,790 |
| 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 | $1,280 |
| Total credits and payments | $800 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $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 | $480 |
| 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 | $715,459 |
| Net value of noncharitable-use assets | $704,720 |
| Minimum investment return | $35,236 |
| Distributable Amount (for 2012) | |
| Distributable amount | $33,956 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $33,956 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $5,864 |
| 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 | Green Valley Golf Association Inc | 97 John Clarke Rd, Middletown, RI 02842-5641 | RI | 1988-03 | $47,124 |
| 2 | Greenville Public Library Corp | 573 Putnam Pike, Greenville, RI 02828-2130 | RI | 1956-01 | $984,225 |
| 3 | Greenwald Family Foundation Inc | 23 Surrey Rd, Barrington, RI 02806-4509 | RI | 1986-03 | $152,359 |
| 4 | The Rhode Island Bicycle Coalition | Po Box 2454, Providence, RI 02906 | RI | 2004-01 | $0 |
| 5 | Greenwich Bay Sailing Assn Inc | 7 Water St, E Greenwich, RI 02818-3911 | RI | 1990-01 | $172,871 |
| 6 | Greenwich Club | PO BOX 411, E Greenwich, RI 02818-0411 | RI | 1976-10 | $527,113 |
| 7 | Greenwood Burial Grounds | 893 Hartford Pike, Scituate, RI 02857-1029 | RI | 1934-04 | $44,654 |
| 8 | Greenwood Cemetary M & P 60b-40s | PO BOX 6768, Providence, RI 02940-6768 | RI | 2003-06 | $1,139,391 |
| 9 | Greenwood Credit Union Inc, Attn Accounting Dept | 2669 Post Rd, Warwick, RI 02886-3039 | RI | 1988-06 | $15,089,658 |
| 10 | Greggs Giving Tree Inc | 214 Main St, E Greenwich, RI 02818-3828 | RI | 2007-06 | $107,204 |
| 11 | Gregory Trust Fund 2 3412, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $287,214 | |
| 12 | Greystone Social Club | 3 Greystone Ave, N Providence, RI 02911-1013 | RI | 1941-08 | $183,103 |
| 13 | Gromack Scholarship Fund Uw 0006279510 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-08 | $353,285 |
| 14 | Groundwork Providence | 8 3rd St, Providence, RI 02906-2727 | RI | 1983-08 | $397,133 |
| 15 | Grow Smart Rhode Island | 235 Promenade St Rm 550, Providence, RI 02908-5761 | RI | 1998-11 | $495,102 |
| 16 | Grupo Amigos Da Terceira Inc | PO BOX 1002, Pawtucket, RI 02862-1002 | RI | 1993-11 | $72,180 |
| 17 | Guild Realty Tr, Dipardo Richard Et Al Ttee | 1 Cumberland St Ste 2a, Woonsocket, RI 02895-3327 | RI | 1998-02 | $136,800 |
| 18 | Guilford Smith Trust U/W, New Connecticut Bank & Trust Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $111,137 |
| 19 | Gustave Hartman Trust Uw 12545307 | PO BOX 1802, Providence, RI 02901-1802 | RI | $4,012,117 | |
| 20 | Guy A Buswell Trust Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-03 | $41,515 |
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