Harold & Victorine Cleveland Charitable Trust 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
| Harold & Victorine Cleveland Charitable Trust | |
| Employer Identification Number (EIN) | 066313141 |
| Name of Organization | Harold & Victorine Cleveland Charitable Trust |
| In Care of Name | Fleet Private Cleints 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) |
| 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 | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $619,761 |
| Amount of Income | $660,478 |
| Form 990 Revenue Amount | $50,572 |
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 | $64,351 | $64,351 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $16,152 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $9 | |||
| Other | $48,190 | |||
| Total expenses and disbursements | $32,903 | $5,522 | $0 | $26,881 |
| Compensation of officers, directors, trustees, etc. | $8,715 | |||
| Total operating and administrative expenses | $10,353 | $5,522 | $4,331 | |
| Contributions, gifts, grants paid | $22,550 | |||
| Excess of revenue over expenses and disbursements | $31,448 | |||
| Net investment income | $58,829 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $626,617 | $595,353 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $622,606 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,011 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $626,617 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $48,190 |
| 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 | $588 |
| Total credits and payments | $500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $500 |
| 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 | $88 |
| 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 | $586,087 |
| Net value of noncharitable-use assets | $577,300 |
| Minimum investment return | $28,865 |
| Distributable Amount (for 2012) | |
| Distributable amount | $28,277 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $28,277 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $4,513 |
| 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 | Harry C Lichman Tua | PO BOX 1802, Providence, RI 02901-1802 | RI | 2009-06 | $676,471 |
| 2 | Tuw Harry C Lichman | PO BOX 1802, Providence, RI 02901-1802 | RI | 2009-04 | $219,894 |
| 3 | Henry A Strauss & William Strauss Endowment 16-39150 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1959-01 | $361,247 |
| 4 | Herbert N Rose Tr Consolidation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2005-10 | $311,728 |
| 5 | Tuw Homer M Thomas | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-04 | $414,865 |
| 6 | Hortense Acton Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-07 | $9,189,611 |
| 7 | Harmony Inc, Harmony Heritage | 45 Benedict St, Riverside, RI 02915-1957 | RI | 1979-04 | $13,398 |
| 8 | Harmony Library Association | 195 Putnam Pike, Harmony, RI 02829 | RI | 1972-10 | $272,328 |
| 9 | Harmony Lodge No 9 Free And Accepted Masons, Harmony Lodge 9 F & A M | 244 Park View Ave, Warwick, RI 02888-2541 | RI | 1942-07 | $247,307 |
| 10 | Harold & Rebecca Gross Fdn Tuw | PO BOX 1802, Providence, RI 02901-1802 | RI | 2008-11 | $3,387,923 |
| 11 | Harold & Victorine Cleveland Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $660,478 | |
| 12 | Harold A Winstead Charitable Foundation | 23 Broad Street, Westerly, RI 02891-1879 | RI | 2005-01 | $452,314 |
| 13 | Harold And Barbara@martin Foundation, Martin Harold Ttee | 100 Westminster St, Providence, RI 02903-2394 | RI | 2005-05 | $605,320 |
| 14 | Harold B Walker Charity Trust, Sbna & Harold B Walker Ttees | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-10 | $577,884 |
| 15 | Harold Brooks Tr Ua With Eleanor Brooks Dtd 121763 Fbo Boston Comm | PO BOX 1802, Providence, RI 02901-1802 | RI | 1986-07 | $851,138 |
| 16 | Harold E Moulton Scholarship Fund No 71680003 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-07 | $308,318 |
| 17 | Harold P Farrington Trust Uw 325755 | PO BOX 1802, Providence, RI 02901-1802 | RI | $11,422,372 | |
| 18 | Uw Harold S Geneen Charitable Tr, Geneen June H Et Al Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-06 | $32,999,002 |
| 19 | Harriet A Bliss Fuller Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $28,590 | |
| 20 | Harriet B Burnham Estate Trust 120964 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $77,221 |
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