Leon W Clarke Trust Uw 1035101227 in Shannock, 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
| Leon W Clarke Trust Uw 1035101227 | |
| Employer Identification Number (EIN) | 056085066 |
| Name of Organization | Leon W Clarke Trust Uw 1035101227 |
| In Care of Name | Carl Richard |
| Address | PO BOX 8, Shannock, RI 02875-0008 |
| 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 | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $554,524 |
| Amount of Income | $89,563 |
| Form 990 Revenue Amount | $67,227 |
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 | $10,616 | $23,256 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $19 | |||
| Dividends and interest from securities | $23,237 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $50,613 | $10,108 | $0 | $39,000 |
| Compensation of officers, directors, trustees, etc. | $2,400 | |||
| Total operating and administrative expenses | $11,613 | $10,108 | $0 | |
| Contributions, gifts, grants paid | $39,000 | |||
| Excess of revenue over expenses and disbursements | $-39,997 | |||
| Net investment income | $13,148 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $560,218 | $686,625 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $101,247 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $453,188 | |
| Other | $5,783 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $560,218 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-12,640 |
| 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 | $131 |
| Total credits and payments | $900 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $900 |
| 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 | $769 |
| Amount to be credited to 2013 estimated tax | $769 |
| 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? | No |
| 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 | $580,215 |
| Net value of noncharitable-use assets | $571,520 |
| Minimum investment return | $28,576 |
| Distributable Amount (for 2012) | |
| Distributable amount | $28,445 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $28,445 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $244 |
| 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 | Leirion H Appleton Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | $269,093 | |
| 2 | Leland E Roaf Ab Uw Ac 12801106 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-03 | $117,554 |
| 3 | Lelia M Forster Trust 5071-00-3 Fbo Animal Rescue League, Maine National Bank Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $59,790 | |
| 4 | Lena Benas Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-05 | $265,631 |
| 5 | Lend A Hand Therapeutic Riding Foundation | 151 Laten Knight Rd, Cranston, RI 02921-3216 | RI | 2007-11 | $177,691 |
| 6 | Leo R Tanguay Apartments Inc | PO BOX 1700, Woonsocket, RI 02895-0856 | RI | 1991-05 | $103,498 |
| 7 | Tr Ua Leo T Rock | PO BOX 1802, Providence, RI 02901-1802 | RI | $302,057 | |
| 8 | Leon M & Hazel E Fitch Trust Fbo Cheshire Health Foundation | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1988-11 | $707,486 |
| 9 | Leon M & Hazel E Fitch Trust Fbo Elliot Hospital 3035010323 | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1989-02 | $725,589 |
| 10 | Leon P Widger Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-05 | $126,202 |
| 11 | Leon W Clarke Trust Uw 1035101227 | PO BOX 8, Shannock, RI 02875-0008 | RI | $89,563 | |
| 12 | Leona Belnap Trust U-W Bank Of America Ny6-100-09-01, Dr David Tomlinson | 100 Westminster St, Providence, RI 02903-2394 | RI | 2001-12 | $242,581 |
| 13 | Leonard D Hubbard Onondaga Nation Scholarship Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $109,938 | |
| 14 | Leonard H Rhodes Tr Ua V-1127, Bank Of America | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $82,301 |
| 15 | Leonard H Rhodes Trust Ui 54 13090709, Tremont Temple Baptist Church Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $606,234 | |
| 16 | Leonard J Sholes Charitable Foundation | 310 Norwood Ave, Cranston, RI 02905-2712 | RI | 1970-12 | $10,317 |
| 17 | Leonard Rumpler Foundation | 40 Adams Point Rd, Barrington, RI 02806-5008 | RI | 1981-01 | $0 |
| 18 | Leone R Murray Trust Uart 4 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-07 | $162,955 |
| 19 | Leopoldine A Snell Tr Bo Daught, Daughters | PO BOX 1802, Providence, RI 02901-1802 | RI | $123,584 | |
| 20 | Leora Y Streeter Scholarship Award Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1965-08 | $325,764 |
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