Joseph L Amodeo Trust Ui 10-19-76 No 6-3837, 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
Joseph L Amodeo Trust Ui 10-19-76 No 6-3837, Fleet National Bank | |
Employer Identification Number (EIN) | 046397571 |
Name of Organization | Joseph L Amodeo Trust Ui 10-19-76 No 6-3837 |
Secondary Name | Fleet National Bank |
In Care of Name | Fleet Private Clients Group |
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 | $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 | $1,390,644 |
Amount of Income | $1,546,805 |
Form 990 Revenue Amount | $133,082 |
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 | $90,121 | $89,974 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $36,249 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $53,872 | |||
Total expenses and disbursements | $94,624 | $11,520 | $0 | $78,972 |
Compensation of officers, directors, trustees, etc. | $18,274 | |||
Total operating and administrative expenses | $23,932 | $11,520 | $8,280 | |
Contributions, gifts, grants paid | $70,692 | |||
Excess of revenue over expenses and disbursements | $-4,503 | |||
Net investment income | $78,454 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,278,671 | $1,371,910 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $1,157,241 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $121,430 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,278,671 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $53,872 |
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 | $785 |
Total credits and payments | $2,500 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,500 |
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 | $0 |
Overpayment | $1,715 |
Amount to be credited to 2013 estimated tax | $788 |
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 | $1,353,136 |
Net value of noncharitable-use assets | $1,332,840 |
Minimum investment return | $66,642 |
Distributable Amount (for 2012) | |
Distributable amount | $65,857 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $65,857 |
Undistributed income for 2012. This amount must be distributed in 2013 | $20,110 |
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 |
Write your review! |
|
Recently Added Reviews |
Amvets, Amvets Dept Of Rhode Island in Providence, RI |
Help For The Children Inc in Providence, RI
|
Glenwood Cemetery Co Inc in East Greenwich, RI
|
Pari Independent Living Center Inc in Pawtucket, RI |
Tri-City Alcoholic Rehabilitation Association, Tara Club in Hapeville, GA
|
Decatur Youth Enrichment Association in Decatur, AL
|
Blue Water Pregnancy Care Center in Port Huron, MI
|
Abundant Grace Praise & Worship Church in Houston, TX
|
Milwaukee Sharon Junior Academy, Lake Region Conference Of Seventh-D in Milwaukee, WI
|
Vietnam Veterans Of America Inc in Columbia, SC |
Other organizations in Rhode Island | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Joseph C And Blanche Coutu Foundation | 23 Broad Street, Westerly, RI 02891-1879 | RI | 1993-06 | $1,356,200 |
2 | Joseph Covell Trust Fbo Warren Lodge | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $48,647 |
3 | Joseph E Buckley 3rd Charitable Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-09 | $689,444 |
4 | Joseph E Buckley Tr Uw P 19th 124 0 64500b, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $23,460 | |
5 | Joseph E Duffy Private Foundation, Wright Thomas E Ex | 572 Main St, Warren, RI 02885-4367 | RI | 1992-09 | $20,380 |
6 | Joseph Emery Trust Fbo Congregation Church Rockland | PO BOX 1802, Providence, RI 02901-1802 | RI | $67,060 | |
7 | Joseph Finberg Educational Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1947-03 | $161,640 |
8 | Joseph H Krusen Trust Ua 12-9-57 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $108,521 |
9 | Joseph How Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-02 | $611,785 |
10 | Joseph I Johnston Trust Fbo North Greenwich Congregational Church, Connecticut Bank & Trust Co Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $68,899 |
11 | Joseph L Amodeo Trust Ui 10-19-76 No 6-3837, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,546,805 | |
12 | Joseph M Rowey & Ossin Rowey Memorial Scholarship Fund | 228 Washington St, Central Falls, RI 02863-2004 | RI | 2000-04 | $29 |
13 | Joseph Moskus Fam Tr 0016335370 | PO BOX 1802, Providence, RI 02901 | RI | 2004-08 | $206,599 |
14 | Joseph P Curran Memorial Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1964-06 | $3,220 |
15 | Joseph P Trumbull Trust Fbo Hartford Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-06 | $877,010 |
16 | Joseph R & Florence Price Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1941-01 | $380,989 |
17 | Joseph Reaney Tr 7-0411 Ufsd No 2 St John Cudy Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $54 |
18 | Joseph S Stackpole Tr 51307-00-3 Fbo Charities Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $600,085 |
19 | Joseph W Martin Trust | 393 Market St, Warren, RI 02885-2636 | RI | 1941-04 | $2,280,330 |
20 | Joseph W Martin Trust Uw 2-6034 Fbo Methodist Episcopal Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-03 | $83,653 |
Organization representatives - add corrected or new information about Joseph L Amodeo Trust Ui 10-19-76 No 6-3837, Fleet National Bank »
Non-representatives - add comments about Joseph L Amodeo Trust Ui 10-19-76 No 6-3837, Fleet National Bank»