Sceva Speare Trust, 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
| Sceva Speare Trust, Fleet National Bank | |
| Employer Identification Number (EIN) | 046009197 |
| Name of Organization | Sceva Speare Trust |
| Secondary Name | Fleet National Bank |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 09/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,066,231 |
| Amount of Income | $340,364 |
| Form 990 Revenue Amount | $54,103 |
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 | $105,626 | $105,626 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $37,113 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $68,513 | |||
| Total expenses and disbursements | $62,467 | $8,697 | $0 | $53,196 |
| Compensation of officers, directors, trustees, etc. | $13,451 | |||
| Total operating and administrative expenses | $15,231 | $8,697 | $5,960 | |
| Contributions, gifts, grants paid | $47,236 | |||
| Excess of revenue over expenses and disbursements | $43,159 | |||
| Net investment income | $96,929 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,086,379 | $1,122,559 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $947,937 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $75,850 | |
| Other | $62,592 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,086,379 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $68,513 |
| 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 | $969 |
| Total credits and payments | $515 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $515 |
| 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 | $454 |
| 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 | $1,093,181 |
| Net value of noncharitable-use assets | $1,076,780 |
| Minimum investment return | $53,839 |
| Distributable Amount (for 2012) | |
| Distributable amount | $52,870 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $52,870 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $12,315 |
| 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 | Sarkis G Tutunjian Trust Ua T-15847, Bank Of America Na | PO BOX 1802, Providence, RI 02901-1802 | RI | $44,773 | |
| 2 | Sasso Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-02 | $146,465 |
| 3 | Saugatucket Springs Inc | 861a Broad St, Providence, RI 02907-1768 | RI | 2003-11 | $470,399 |
| 4 | Saul Abrams Foundation Tr Ud Saul Abrams | 2 Linden Dr, Providence, RI 02906-4825 | RI | 1962-03 | $4,577 |
| 5 | Saunderstown Yacht Club | 20 Waterway Ext, Saunderstown, RI 02874-3912 | RI | 1943-12 | $219,855 |
| 6 | Save Bristol Harbor Inc | PO BOX 242, Bristol, RI 02809-0242 | RI | 2005-05 | $30,325 |
| 7 | Saving Sight Rhode Island | 455 Central Ave, Johnston, RI 02919-4707 | RI | 1996-07 | $29,512 |
| 8 | Sayles Avenue Holding Company | 178 Sayles Ave, Pawtucket, RI 02860-5045 | RI | 1989-07 | $1,080 |
| 9 | Scandinavian Home Inc | 1811 Broad St, Cranston, RI 02905-3533 | RI | 1951-03 | $12,132,314 |
| 10 | Scat Foundation Inc | 65 Valley St, E Providence, RI 02914-4423 | RI | 1996-02 | $136 |
| 11 | Sceva Speare Trust, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $340,364 | |
| 12 | Sceva Speare Trust F/B/O Brookhaven Home For Boys Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1967-07 | $2,282,276 |
| 13 | Schocken Foundation Inc | 11 Starbrook Dr, Barrington, RI 02806-3717 | RI | 1964-04 | $3,147,812 |
| 14 | Schoen Fam Tr Ua 04131998, Schoen Paul G Et Al Ttee | 114 W 47th St Ny, Providence, RI 02901 | RI | 1998-08 | $9,219 |
| 15 | Scholarships To Economically Poorstudents, Steps | 143 Prairie Avenue, Providence, RI 02905-2416 | RI | 2007-03 | $272,944 |
| 16 | School One | 220 University Ave, Providence, RI 02906-5434 | RI | 1974-01 | $1,923,692 |
| 17 | Scituate Ambulance & Rescue Corps Danielson Pike | PO BOX 333, N Scituate, RI 02857-0333 | RI | 2014-08 | $37,462 |
| 18 | Scituate Art Festival Inc | C/O 130 Peeptoad Road, North Scituate, RI 02857 | RI | 1997-09 | $72,664 |
| 19 | Scituate Health Alliance | Po Box 88, North Scituate, RI 02857 | RI | 2007-03 | $26,714 |
| 20 | Scituate Youth Soccer Assn Inc | PO BOX 764, N Scituate, RI 02857-0751 | RI | 1995-09 | $82,782 |
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