Seth P Beers Trust Uw Fbo, St Michaels Parish Et Al 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
| Seth P Beers Trust Uw Fbo, St Michaels Parish Et Al | |
| Employer Identification Number (EIN) | 066040098 |
| Name of Organization | Seth P Beers Trust Uw Fbo |
| Secondary Name | St Michaels Parish Et Al |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $632,792 |
| Amount of Income | $218,903 |
| Form 990 Revenue Amount | $50,194 |
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 | $66,350 | $65,933 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $15,804 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $182 | |||
| Other | $50,364 | |||
| Total expenses and disbursements | $32,757 | $5,769 | $0 | $26,988 |
| Compensation of officers, directors, trustees, etc. | $9,115 | |||
| Total operating and administrative expenses | $10,260 | $5,769 | $4,491 | |
| Contributions, gifts, grants paid | $22,497 | |||
| Excess of revenue over expenses and disbursements | $33,593 | |||
| Net investment income | $60,164 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $645,394 | $629,250 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $635,677 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $9,717 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $645,394 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $50,364 |
| 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 | $1,203 |
| Total credits and payments | $444 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $444 |
| 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 | $759 |
| 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 | $617,844 |
| Net value of noncharitable-use assets | $608,580 |
| Minimum investment return | $30,429 |
| Distributable Amount (for 2012) | |
| Distributable amount | $29,226 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $29,226 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $4,352 |
| 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 | Sharpe Family Foundation | 951 N Main St, Providence, RI 02904-5759 | RI | 1966-11 | $1,783,391 |
| 2 | Solid Waste Association Of North America Inc | 65 Shun Pike, Johnston, RI 02919 | RI | 1986-08 | $12,113 |
| 3 | Sorlien Charitable Trust For Needy Children | 70 Clinton Ave, Jamestown, RI 02835-1204 | RI | 1981-08 | $18,445 |
| 4 | Sakonnet Golf Club | 79 Sakonnet Point Rd, L Compton, RI 02837-1049 | RI | 1945-05 | $2,877,012 |
| 5 | Sandywoods Homes Inc | 50 Washington Square, Newport, RI 02840-3083 | RI | 2010-04 | $674,970 |
| 6 | Senter-Cole Scholarship Fund, 7-3276 | PO BOX 1802, Providence, RI 02901-1802 | RI | $140,837 | |
| 7 | Service Employees International Union, 401 | 1704 Broad St, Cranston, RI 02905-2720 | RI | 1942-11 | $126,884 |
| 8 | Service Employees International Union, 580 Seiu Local | 280 Broadway 2nd Fl, Providence, RI 02903-3007 | RI | 1943-11 | $96,564 |
| 9 | Service Employees International Union, 580 Seiu Social Service Allance | 1258 Elmwood Ave, Providence, RI 02907-3745 | RI | 1943-11 | $402,112 |
| 10 | Seth Clute Memorial Tr Uw Norstar Bank Of Upstate Ny | PO BOX 1802, Providence, RI 02901-1802 | RI | $42,933 | |
| 11 | Seth P Beers Trust Uw Fbo, St Michaels Parish Et Al | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $218,903 |
| 12 | Seth Sprague Educational & Charit Able Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1941-01 | $34,399,966 |
| 13 | Shalom Ii Housing Inc | 2 Shalom Drive, Warwick, RI 02886-1621 | RI | 1994-08 | $432,668 |
| 14 | Shaws Supermarkets Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1962-03 | $381,495 |
| 15 | Sher Lemon Swim Club Inc Mendon Road Cumberland Hill R I | PO BOX 55, Manville, RI 02838-0055 | RI | 1963-12 | $187,524 |
| 16 | Sheri And Donald R Sweitzer Foundation | 250 Major Potter Rd, Warwick, RI 02886-9547 | RI | 2004-12 | $19,394 |
| 17 | Sholes Charitable Foundation | 1375 Warwick Ave, Warwick, RI 02888-5066 | RI | 1968-04 | $7,724 |
| 18 | Shriners Of Rhode Island Charities Trust | 1 Rhodes Pl, Cranston, RI 02905-3326 | RI | 1993-01 | $7,626,542 |
| 19 | Shs Ventures Inc | 111 Brewster St, Pawtucket, RI 02860-4474 | RI | 2002-12 | $580,997 |
| 20 | Shurtleff Childrens Services Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1943-10 | $1,650,982 |
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