Knopf Memorial Fund Trust Ua, Fleet Bank Na 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
| Knopf Memorial Fund Trust Ua, Fleet Bank Na | |
| Employer Identification Number (EIN) | 066123143 |
| Name of Organization | Knopf Memorial Fund Trust Ua |
| Secondary Name | Fleet Bank Na |
| In Care of Name | Fleet Trust Company |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | Charitable Organization |
| Ruling Date | 03/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $363,347 |
| Amount of Income | $424,193 |
| Form 990 Revenue Amount | $23,480 |
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 | $26,262 | $26,181 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,732 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $48 | |||
| Other | $17,482 | |||
| Total expenses and disbursements | $20,037 | $3,487 | $0 | $16,550 |
| Compensation of officers, directors, trustees, etc. | $5,428 | |||
| Total operating and administrative expenses | $6,458 | $3,487 | $2,971 | |
| Contributions, gifts, grants paid | $13,579 | |||
| Excess of revenue over expenses and disbursements | $6,225 | |||
| Net investment income | $22,694 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $356,584 | $365,776 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $345,069 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $11,515 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $356,584 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $17,482 |
| 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 | $454 |
| Total credits and payments | $200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $200 |
| 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 | $254 |
| 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)? | 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 | $358,499 |
| Net value of noncharitable-use assets | $353,120 |
| Minimum investment return | $17,656 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17,202 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17,202 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,207 |
| 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 | Kiwanis Foundation Of Pawtucket Inc | 15 Buckboard Dr, Cumberland, RI 02864-6153 | RI | 1994-08 | $1,969 |
| 2 | Kiwanis International Inc | Po Box 1368, Newport, RI 02840 | RI | 1966-03 | $0 |
| 3 | Knights Of Columbus Father Joseph Boehr Counci 4753 | 28 Fish Rd, Tiverton, RI 02878-3606 | RI | $394,119 | |
| 4 | Knights Of Columbus | 475 Sandy Lane, Warwick, RI 02889-4337 | RI | 1940-10 | $0 |
| 5 | Knights Of Columbus, 4331 Our Lady Of Fatima Council | 157 Gano St, Providence, RI 02906-3808 | RI | 1940-10 | $28,764 |
| 6 | Knights Of Columbus, 7110 Rev John Feeney | 1120 Central Ave, Johnston, RI 02919-2806 | RI | 1940-10 | $36,610 |
| 7 | Knights Of Columbus, De La Salle | 20 Claremont St, Central Falls, RI 02863-2503 | RI | 1940-10 | $52,380 |
| 8 | Knights Of Columbus, Rhode Island State Council | 1047 Park Ave, Cranston, RI 02910-3238 | RI | 1940-10 | $154,175 |
| 9 | Knights Of Columbus, Washington County Columbus Club | PO BOX 471, North Kingstown, RI 02852 | RI | 1940-10 | $35,694 |
| 10 | Knights Templar Of The United States Of America, 13 Calvary Commandery | 57 Intervale Rd, Cranston, RI 02910-5233 | RI | 1964-01 | $44,837 |
| 11 | Knopf Memorial Fund Trust Ua, Fleet Bank Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $424,193 |
| 12 | The Koffler Bornstein Family Foundation | 10 Memorial Blvd Ste 901, Providence, RI 02903-1152 | RI | 1978-06 | $3,787,921 |
| 13 | Kollerstrom Charitable Fund Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-06 | $1,332,178 |
| 14 | Koonce Family Foundation Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2005-11 | $2,098,046 |
| 15 | Korean Association Of Rhode Island | PO BOX 9142, Providence, RI 02940-9142 | RI | 1981-06 | $33,352 |
| 16 | Kosciuszko Polish Home Of Pawtucket Ri | 5 Rollingwood Dr, Lincoln, RI 02865-4713 | RI | 1952-10 | $4,869 |
| 17 | Kostas C Yerontitis Trust 1-3779 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $178,252 |
| 18 | Kristen And John Carter Charitable Tr 07011999 | 24 Taylors Ln S, L Compton, RI 02837-1115 | RI | 2001-11 | $10,357 |
| 19 | Kurt & Arlette Seligmann Foundation, Shaughnessy Charles J Co Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-10 | $1,234,964 |
| 20 | Kynett Trust Nantucket Cottage Hosp 6-6789-0 | PO BOX 1802, Providence, RI 02901-1802 | RI | $26,088 | |
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