John Louis Alheim Tr Ua, Fleet Investment Services 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
| John Louis Alheim Tr Ua, Fleet Investment Services | |
| Employer Identification Number (EIN) | 016070903 |
| Name of Organization | John Louis Alheim Tr Ua |
| Secondary Name | Fleet Investment Services |
| In Care of Name | Charitable Tax Dept |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 09/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $377,837 |
| Amount of Income | $145,421 |
| Form 990 Revenue Amount | $31,046 |
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 | $31,003 | $31,003 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,553 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-168 | |||
| Other | $21,618 | |||
| Total expenses and disbursements | $16,943 | $1,967 | $0 | $13,967 |
| Compensation of officers, directors, trustees, etc. | $2,889 | |||
| Total operating and administrative expenses | $5,126 | $1,967 | $2,150 | |
| Contributions, gifts, grants paid | $11,817 | |||
| Excess of revenue over expenses and disbursements | $14,060 | |||
| Net investment income | $29,036 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $377,169 | $385,204 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $373,702 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,187 | |
| Other | $1,280 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $377,169 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $21,618 |
| 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 | $290 |
| Total credits and payments | $600 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $600 |
| 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 | $0 |
| Overpayment | $310 |
| Amount to be credited to 2013 estimated tax | $292 |
| 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 | $369,048 |
| Net value of noncharitable-use assets | $363,520 |
| Minimum investment return | $18,176 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17,886 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17,886 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,919 |
| 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 | John H Sanderson Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,249,927 | |
| 2 | John Hazen Whites Lookout Inc | 1160 Cranston St, Cranston, RI 02920-7335 | RI | 2007-07 | $134,000 |
| 3 | John Henry White Jr Revocable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-04 | $212,549 |
| 4 | John J & Irene M Brown Scholarship, Norstar Trust Co | PO BOX 1802, Providence, RI 02901-1802 | RI | $44,118 | |
| 5 | John J Birch Memorial Trust Uw Fbo 1st Reformed Church Of Schenectady, 048700b | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-05 | $159,272 |
| 6 | John J Brennan And Margaret Brennan Charitable Tr | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 2001-12 | $487,215 |
| 7 | John J Camp Trust Uw Conn Bk & Tr Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $50,646 | |
| 8 | John J Hudson Memorial Scholarship Fund | 89 Ship St, Providence, RI 02903-4218 | RI | 2006-04 | $39,100 |
| 9 | John J Oconnell Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $106,546 | |
| 10 | Tr U W John Kiesel U P 7 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1988-01 | $431,317 |
| 11 | John Louis Alheim Tr Ua, Fleet Investment Services | PO BOX 1802, Providence, RI 02901-1802 | RI | $145,421 | |
| 12 | John M Grigorowicz Trust First Jersey National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-05 | $319,928 |
| 13 | John N Conyngham And Lou Cconyngham Family Charitable Foundat | 15a Newberry Ln, Hope Valley, RI 02832-1803 | RI | 2007-02 | $409,571 |
| 14 | John N Howard Trust 566 | PO BOX 1802, Providence, RI 02901-1802 | RI | $173,448 | |
| 15 | John Nicholas Brown Center For The Study Of American Civilization | Box J, Providence, RI 02912-0001 | RI | 1984-04 | $1,359,083 |
| 16 | The Toner Memorial Foundation | PO BOX 124, Narragansett, RI 02882-0124 | RI | 2001-09 | $152 |
| 17 | John P & Mable I Ogsbury Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-02 | $38,575 |
| 18 | John P Burke Memorial Fund | One Button Hole Drive No 2, Providence, RI 02909-5750 | RI | 1947-10 | $836,019 |
| 19 | John P Sheehan Scholarship | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-04 | $403,000 |
| 20 | John S & Sarah C Elliott Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-07 | $8,229,010 |
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