Rose Knoop Trust V1315 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
| Rose Knoop Trust V1315 | |
| Employer Identification Number (EIN) | 046240765 |
| Name of Organization | Rose Knoop Trust V1315 |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | Charitable Organization |
| Ruling Date | 01/2003 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2014 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $9,822,628 |
| Amount of Income | $3,389,004 |
| Form 990 Revenue Amount | $484,948 |
| 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 | $1,573,184 | $1,053,761 | $0 | |
| Contributions, gifts, grants, etc., received | $461,840 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $352,330 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1 | |||
| Other | $759,013 | |||
| Total expenses and disbursements | $544,639 | $48,089 | $0 | $491,196 |
| Compensation of officers, directors, trustees, etc. | $67,985 | |||
| Total operating and administrative expenses | $82,012 | $48,089 | $28,569 | |
| Contributions, gifts, grants paid | $462,627 | |||
| Excess of revenue over expenses and disbursements | $1,028,545 | |||
| Net investment income | $1,005,672 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $10,295,296 | $10,368,405 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $9,018,885 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $605,100 | |
| Other | $671,311 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $10,295,296 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $759,013 |
| 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 | $20,113 |
| Total credits and payments | $8,843 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $8,843 |
| 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 | $11,270 |
| 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 | $10,050,460 |
| Net value of noncharitable-use assets | $9,899,700 |
| Minimum investment return | $494,985 |
| Distributable Amount (for 2012) | |
| Distributable amount | $474,872 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $474,872 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $446,302 |
| 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 | Roman-Mason Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1959-10 | $202,151 |
| 2 | Ron And Tia Moir Charitable Tr, Moir David D Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-06 | $186,559 |
| 3 | Ron Duprey Sailing Foundation | 5 Marina Plaza, Newport, RI 02840 | RI | 2009-09 | $0 |
| 4 | Ronald Mcdonald House Of Providence Inc | 45 Gay St, Providence, RI 02905-2322 | RI | 1987-12 | $4,597,175 |
| 5 | Ronald Perryman Foundation Forchildren Of Fathers With Als Inc | 84 Vine St, Woonsocket, RI 02895-1134 | RI | 2007-12 | $62,630 |
| 6 | Rosa O Hall Tr 2 Fbo Hall Found | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $372,557 |
| 7 | Rosabelle Thrasher Griswold Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-10 | $47,113 |
| 8 | Rose A Lott Trust Uw 33-0283 Fbo H Goodrich Chap Kings Daughter | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $82,860 |
| 9 | Rose A Lott Trust Uw 3300282 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-10 | $83,678 |
| 10 | Rose D Wright Tr U W Frank Wright Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $20,974 |
| 11 | Rose Knoop Trust V1315 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-01 | $3,389,004 |
| 12 | Rose M Rondeau Tr 1 7969 1 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $114,154 |
| 13 | Rose Nulman Park Foundation | 102 Prospect St, Providence, RI 02906-1446 | RI | 2007-10 | $246,813 |
| 14 | Rose Smith Trust 20-00-14300, Winifred | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $187,787 |
| 15 | Rose-Arc Housing Inc | 500 Prospect Street, Pawtucket, RI 02860-6258 | RI | 1999-09 | $58,811 |
| 16 | Randonneurs Usa Inc | 10 Bliss Mine Rd, Middletown, RI 02842-7004 | RI | 2000-07 | $118,766 |
| 17 | Ruth A Leatherman Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $342,139 | |
| 18 | Ruth Rawlings Mott Endowment Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1986-04 | $80,752 |
| 19 | Samuel H Krom Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-07 | $51,961 |
| 20 | Rouse Co Foundation Inc | One W Exchange 4th Fl, Providence, RI 02903-1064 | RI | 1964-10 | $2,692,878 |
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