Marcus Beebe Trust in Providence, Rhode Island (RI)

Organization representatives - add corrected or new information about Marcus Beebe Trust »

Non-representatives - add comments about Marcus Beebe Trust»

Marcus Beebe Trust
Employer Identification Number (EIN)046047095
Name of OrganizationMarcus Beebe Trust
In Care of NameFleet Inv Serv
AddressPO BOX 1802, Providence, RI 02901-1802
Subsection4947(a)(1) - Private Foundation (Form 990PF Filer)
FoundationAll organizations except 501(c)(3)
Exempt Organization StatusTrust described in section 4947(a)(2) of the IR Code
Tax Period12/2014
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$216,352
Amount of Income$70,260
Form 990 Revenue Amount$17,984


Non-representatives - add comments:


CAPTCHA

Your IP address 18.209.209.246 will be logged.

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$19,539$19,521$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$6,092
Gross rents$0
Gross profit from sales of goods$0
Other income$-10
Other$13,457
Total expenses and disbursements$11,590$1,673$0$9,755
Compensation of officers, directors, trustees, etc.$2,591
Total operating and administrative expenses$3,706$1,673$1,871
Contributions, gifts, grants paid$7,884
Excess of revenue over expenses and disbursements$7,949
Net investment income$17,848
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$210,330$216,477
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$197,287
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$13,043
Total liabilities$0
Total liabilities and net assets/fund balances$210,330
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$13,457
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$357
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$357
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$213,002
Net value of noncharitable-use assets$209,800
Minimum investment return$10,490
Distributable Amount (for 2012)
Distributable amount$10,133
Undistributed Income (for 2012)
Distributable amount for 2012$10,133
Undistributed income for 2012. This amount must be distributed in 2013$1,200
Private Operating Foundations (for 2012)
2012201120102009Total
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!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Marcus Beebe Trust to others? (optional)
  
Add photo of Marcus Beebe Trust (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Rhode Island
IdNameAddressStateEstablishedTotal Income
1Mandamiento Nuevo CorporationC/O Michael Sabatino One Cathedral, Providence, RI 02903RI2000-10$256,893
2Manley-Winser Foundation 137 11542007PO BOX 1802, Providence, RI 02901-1802RI1984-05$347,736
3Mann Family Foundation57 Stimson Ave, Providence, RI 02906-3219RI1998-01$440,345
4Manna International Inc20 Andrews Ct, Bristol, RI 02809-2617RI2004-08$498,970
5Manton Avenue ProjectPO BOX 982, Providence, RI 02901-0982RI2004-11$67,489
6Map Behavioral Health Services Inc66 Burnett St, Providence, RI 02907-2527RI1991-08$770,224
7Map Development Corporation66 Burnett St, Providence, RI 02907-2527RI1998-05$121,709
8Maplehill Mobile Home Park Residents Assoc61 Hillside Dr, Mapleville, RI 02839-1153RI1992-10$788,694
9Maragaret M Devine Trust 1 03439 0PO BOX 1802, Providence, RI 02901-1802RI$79,534
10Marcellus Hartley Trust 3959PO BOX 1802, Providence, RI 02901-1802RI1972-11$120,524
11Marcus Beebe TrustPO BOX 1802, Providence, RI 02901-1802RI$70,260
12Marcus Clinton Hawley & Sarah Booth Hawley FundPO BOX 1802, Providence, RI 02901-1802RI1936-08$894,706
13Marcus W Knight Fund No 1, Fleet National BankPO BOX 1802, Providence, RI 02901-1802RI$9,947
14Margaret & Dom Barillaro School Tr 0012084070PO BOX 1802, Providence, RI 02901-1802RI2003-03$95,304
15Chester J Chambers Scholarship Fund For Students Of W New England CollPO BOX 1802, Providence, RI 02901-1802RI1991-10$59,598
16Margaret Gada Slosberg Charitable Foundation, Benjamin G Paster Ttee1000 Chapel View Blvd Ste 220, Cranston, RI 02920-3069RI2008-03$502,026
17Margaret M Brennan Tr UwPO BOX 1802, Providence, RI 02901-1802RI1997-02$226,520
18Margaret Mayhall Moore Foundation114 W 47th St Ny8-11, Providence, RI 02901RI1998-01$123,360
19Margaret Reaney Memorial LibraryPO BOX 1802, Providence, RI 02901-1802RI$14,411
20Margaret Reany Memorial Library TrustPO BOX 1802, Providence, RI 02901-1802RI1972-09$100

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Marcus Beebe Trust and has no official or unofficial affiliation with Marcus Beebe Trust