Maude R Roberts Trust Uw Fbo Lillian M Smith, 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
| Maude R Roberts Trust Uw Fbo Lillian M Smith, Fleet National Bank | |
| Employer Identification Number (EIN) | 056046216 |
| Name of Organization | Maude R Roberts Trust Uw Fbo Lillian M Smith |
| Secondary Name | Fleet National Bank |
| In Care of Name | Bank Of America Na |
| 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 | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $695,044 |
| Amount of Income | $236,638 |
| Form 990 Revenue Amount | $48,618 |
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 | $37,498 | $37,216 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $15,828 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $10 | |||
| Other | $21,660 | |||
| Total expenses and disbursements | $32,200 | $4,991 | $0 | $26,595 |
| Compensation of officers, directors, trustees, etc. | $8,057 | |||
| Total operating and administrative expenses | $8,878 | $4,991 | $3,273 | |
| Contributions, gifts, grants paid | $23,322 | |||
| Excess of revenue over expenses and disbursements | $5,298 | |||
| Net investment income | $32,225 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $714,009 | $727,250 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $660,911 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $53,098 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $714,009 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $21,660 |
| 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 | $645 |
| Total credits and payments | $420 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $420 |
| 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 | $225 |
| 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 | $710,444 |
| Net value of noncharitable-use assets | $699,780 |
| Minimum investment return | $34,989 |
| Distributable Amount (for 2012) | |
| Distributable amount | $34,344 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $34,344 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $7,067 |
| 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 | Master Gardener Association Of Rhode Island Inc, University Of Rhode Island Master G | 3 E Alumini Ave, Kingston, RI 02881 | RI | 2003-04 | $25,167 |
| 2 | Mathews Herman Foundation | PO BOX 17326, Smithfield, RI 02917-0704 | RI | 1970-02 | $27,500 |
| 3 | Mathewson Foundation Inc | 224 Bowen Street, Providence, RI 02906-1542 | RI | 1990-10 | $19,210 |
| 4 | Matthew J Viveiros Memorial Fund Inc | 44 Michael Dr, Bristol, RI 02809-4549 | RI | 2004-08 | $16,143 |
| 5 | Matthew Siravo Memorial Foundation Inc | PO BOX 5300, Wakefield, RI 02880-5300 | RI | 2003-09 | $570,499 |
| 6 | Matthews Massachusetts Memorial | PO BOX 1802, Providence, RI 02901-1802 | RI | 2006-10 | $340,345 |
| 7 | Matunuck Community Association | 150 North Weeden Road, Wakefield, RI 02879 | RI | 2005-08 | $38,949 |
| 8 | Maude E Arnold Memorial Fund 33-09138-000 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-10 | $84,867 |
| 9 | Maude E Tyrrel Trust Uw 29157-00-5 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $25,630 |
| 10 | Maude M Howes Memorial Scholarship Fund - South Shore Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1962-11 | $25,856 |
| 11 | Maude R Roberts Trust Uw Fbo Lillian M Smith, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $236,638 | |
| 12 | Maude-Frances Childrens Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-05 | $205,247 |
| 13 | Maurice E White Tr 1 7460 1, Carmel Marie Fid | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $31,454 |
| 14 | Maurice Morse Trust 40-4523000070 | PO BOX 1802, Providence, RI 02901-1802 | RI | $48,908 | |
| 15 | Max & Sophie Mydans Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1964-07 | $126,042 |
| 16 | Max Richter Foundation | Ten Weybosset St, Providence, RI 02903 | RI | 1969-12 | $20,011 |
| 17 | Tilton Max Tw | PO BOX 1802, Providence, RI 02901-1802 | RI | 2008-03 | $80,123 |
| 18 | May B Sadowski Tr 09-120760 | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,305,382 | |
| 19 | May B Wright Trust 09891 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $305,693 |
| 20 | May M Vert Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1956-07 | $11,997 |
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