Mildred W & Charles P Page Fund, 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
| Mildred W & Charles P Page Fund, Fleet National Bank | |
| Employer Identification Number (EIN) | 046479105 |
| Name of Organization | Mildred W & Charles P Page Fund |
| Secondary Name | Fleet National Bank |
| In Care of Name | Fleet Investment Services |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| 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 | $1,939,346 |
| Amount of Income | $1,580,564 |
| Form 990 Revenue Amount | $180,721 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $153,212 | $152,685 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $59,102 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-134 | |||
| Other | $94,244 | |||
| Total expenses and disbursements | $106,795 | $16,312 | $0 | $87,731 |
| Compensation of officers, directors, trustees, etc. | $25,093 | |||
| Total operating and administrative expenses | $30,426 | $16,312 | $11,362 | |
| Contributions, gifts, grants paid | $76,369 | |||
| Excess of revenue over expenses and disbursements | $46,417 | |||
| Net investment income | $136,373 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,905,149 | $1,974,044 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,709,458 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $94,984 | |
| Other | $100,707 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,905,149 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $94,244 |
| 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 | $2,727 |
| Total credits and payments | $3,319 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,319 |
| 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 | $592 |
| Amount to be credited to 2013 estimated tax | $592 |
| 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 | $1,942,757 |
| Net value of noncharitable-use assets | $1,913,620 |
| Minimum investment return | $95,681 |
| Distributable Amount (for 2012) | |
| Distributable amount | $92,954 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $92,954 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $16,913 |
| 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 | Middlebridge School Inc | 333 Ocean Rd, Narragansett, RI 02882-1363 | RI | 2009-02 | $4,011,606 |
| 2 | Middletown Education Collaborative | Po Box 4975, Middletown, RI 02842 | RI | 2007-08 | $0 |
| 3 | Middletown Historical Society State Of Rhode Island | PO BOX 4196, Middletown, RI 02842-0196 | RI | 1976-09 | $11,991 |
| 4 | Middletown Tree Association | 207 Vernon Avenue, Middletown, RI 02842 | RI | 1998-06 | $0 |
| 5 | Middletown Youth Soccer Club | PO BOX 4576, Middletown, RI 02842-0576 | RI | 1996-11 | $93,218 |
| 6 | Tr Uw Mays Milbert L | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-10 | $783,352 |
| 7 | Mildred B Hibbard Trust Uw 30-4590540 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1980-06 | $111,618 |
| 8 | Mildred Bassett Chase Memorial Fund | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1951-06 | $39,236 |
| 9 | Mildred E Gates Tr Uw Cl 14g | PO BOX 1802, Providence, RI 02901-1802 | RI | 1994-08 | $453,968 |
| 10 | Mildred Flanders Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-03 | $228,866 |
| 11 | Mildred W & Charles P Page Fund, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-05 | $1,580,564 |
| 12 | Miles & Gertrude W Hanson Foundation 100-0001319 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-05 | $198,505 |
| 13 | Milk Fund Inc | 9 Stone Ridge Dr, N Smithfield, RI 02896-8179 | RI | 1995-03 | $57,908 |
| 14 | Mill River Community Housing Corporation | 249 Roosevelt Ave, Pawtucket, RI 02860-2134 | RI | 1987-06 | $197,065 |
| 15 | Mill River Players Inc | 1080 Main St, Pawtucket, RI 02860-4847 | RI | 2005-02 | $64,478 |
| 16 | Milo M Belding Jr Endowment Trust, Fleet National Bk Of Mass | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,210 | |
| 17 | Milo M Belding Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $233,229 | |
| 18 | Milton E Ellison Tr Uw Fbo St Johns Episcopal Church Of Fall | PO BOX 1802, Providence, RI 02901-1802 | RI | 1985-03 | $276,020 |
| 19 | Mina H Sprague Up8 61974 | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,145 | |
| 20 | Minerva J Davis Trust V65 Ui | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $106,699 |
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