Slowinski Estate Fund Trust U W 01100015 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
| Slowinski Estate Fund Trust U W 01100015 | |
| Employer Identification Number (EIN) | 066314132 |
| Name of Organization | Slowinski Estate Fund Trust U W 01100015 |
| In Care of Name | Shawmut Bank |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 04/1989 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $190,459 |
| Amount of Income | $63,994 |
| Form 990 Revenue Amount | $14,943 |
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 | $13,523 | $13,501 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,338 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-44 | |||
| Other | $8,229 | |||
| Total expenses and disbursements | $11,063 | $1,637 | $0 | $9,125 |
| Compensation of officers, directors, trustees, etc. | $2,512 | |||
| Total operating and administrative expenses | $3,563 | $1,637 | $1,625 | |
| Contributions, gifts, grants paid | $7,500 | |||
| Excess of revenue over expenses and disbursements | $2,460 | |||
| Net investment income | $11,864 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $194,381 | $197,500 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $167,829 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $13,703 | |
| Other | $12,849 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $194,381 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $8,229 |
| 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 | $237 |
| Total credits and payments | $268 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $268 |
| 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 | $31 |
| Amount to be credited to 2013 estimated tax | $31 |
| 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 | $197,645 |
| Net value of noncharitable-use assets | $194,680 |
| Minimum investment return | $9,734 |
| Distributable Amount (for 2012) | |
| Distributable amount | $9,497 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $9,497 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | Sigma Phi Epsilon Fraternity Inc, Ri Beta | 34 Lower College Rd, Kingston, RI 02881-1308 | RI | 1941-01 | $382,484 |
| 2 | Sigma Pi Housing Corp Of Ri Inc | 34 Lower College Rd, Kingston, RI 02881-1308 | RI | 1984-05 | $400,628 |
| 3 | Co Tua Silva Family Schlrshp Fnd | PO BOX 1802, Providence, RI 02901-1802 | RI | 2009-04 | $51,000 |
| 4 | Silver Spring Golf Course Inc | 1001 Wampanoag Trl, Riverside, RI 02915-1298 | RI | 1982-09 | $95,646 |
| 5 | Simeon C Smith Trust, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $117,979 | |
| 6 | Simeon J Fortin Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1990-08 | $945,775 |
| 7 | Simionescu Scholarship Foundation For Hackensack High School Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-10 | $949,536 |
| 8 | Simon Hollander Fund Tr Uw, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,072,549 |
| 9 | Slater Technology Fund Inc | 3 Davol Sq Ste A301, Providence, RI 02903-4762 | RI | 1998-12 | $4,696,708 |
| 10 | Slingerland Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-03 | $431,527 |
| 11 | Slowinski Estate Fund Trust U W 01100015 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-04 | $63,994 |
| 12 | Smith & Aglis Potbelly Manor Inc | 401 Ten Rod Road, North Kingstown, RI 02852-4759 | RI | 2004-12 | $13,069 |
| 13 | Smith Clifford Char Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $342,558 | |
| 14 | Smith Educational Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1954-10 | $469,148 |
| 15 | Smith Hill Community Development Corporation | 231 Douglas Avenue, Providence, RI 02908-3767 | RI | 1992-10 | $1,460,573 |
| 16 | Smith Hill Realty Corp | 194 Smith St, Providence, RI 02908-4914 | RI | 1980-07 | $30,000 |
| 17 | Smithfield Figure Skating Club Inc | 18 Sharon St, Providence, RI 02908-4219 | RI | 1997-10 | $140,020 |
| 18 | Smithfield Youth Soccer Association | PO BOX 456, Greenville, RI 02828-0456 | RI | 1982-01 | $150,765 |
| 19 | Soccer Rhode Island Inc | 1150 New London Ave Ste Ll1, Cranston, RI 02920-3036 | RI | 2001-03 | $862,483 |
| 20 | Societa Di Soccorso Cittapini Calcbro Amercani | 28 Pleasant St, Westerly, RI 02891-1654 | RI | 2000-01 | $290,850 |
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