Stephen E Royce Trust Ud T140, 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
| Stephen E Royce Trust Ud T140, Fleet National Bank | |
| Employer Identification Number (EIN) | 046023008 |
| Name of Organization | Stephen E Royce Trust Ud T140 |
| Secondary Name | Fleet National Bank |
| In Care of Name | Bank Of America Na |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $555,945 |
| Amount of Income | $235,163 |
| Form 990 Revenue Amount | $41,854 |
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 | $23,635 | $23,625 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,181 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-3 | |||
| Other | $11,457 | |||
| Total expenses and disbursements | $52,320 | $4,925 | $0 | $47,470 |
| Compensation of officers, directors, trustees, etc. | $7,734 | |||
| Total operating and administrative expenses | $21,730 | $4,925 | $16,880 | |
| Contributions, gifts, grants paid | $30,590 | |||
| Excess of revenue over expenses and disbursements | $-28,685 | |||
| Net investment income | $18,700 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $553,969 | $574,214 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $474,662 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $44,042 | |
| Other | $35,265 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $553,969 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $11,457 |
| 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 | $187 |
| Total credits and payments | $372 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $372 |
| 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 | $185 |
| Amount to be credited to 2013 estimated tax | $185 |
| 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 | $571,219 |
| Net value of noncharitable-use assets | $562,660 |
| Minimum investment return | $28,133 |
| Distributable Amount (for 2012) | |
| Distributable amount | $27,946 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $27,946 |
| 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 | Star Kids Scholarship Program | 31 John Clarke Rd, Middletown, RI 02842-5641 | RI | 2010-03 | $445,611 |
| 2 | Star Of The Sea Non Profit Corp Ade Bethune President | 111 Washington Street, Newport, RI 02840 | RI | 1992-02 | $13,885 |
| 3 | Stardust Foundation Inc | 60 Hammond Hill, Saunderstown, RI 02874 | RI | 2010-02 | $7 |
| 4 | State Ballet Of Rhode Island | PO BOX 155, Lincoln, RI 02865-0155 | RI | 1967-03 | $76,592 |
| 5 | Statewide Bay Landing Ii Inc | 1 Court House Sq, Newport, RI 02840-2962 | RI | 1997-04 | $139,564 |
| 6 | Statewide Bay Landing Inc | 1 Court House Sq, Newport, RI 02840-2962 | RI | 1994-08 | $143,243 |
| 7 | Statewide Housing Action Coalition Inc | 1070 Main St, Pawtucket, RI 02860-4974 | RI | 2008-03 | $137,728 |
| 8 | Stauble Scholarship Fund Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1979-02 | $938,715 |
| 9 | Steele Thomas M Tua Bo St Peters, Fleet National Bank Of Ct | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $78,913 |
| 10 | Steere House Foundation | 100 Borden St, Providence, RI 02903-4803 | RI | 2003-09 | $1,338,647 |
| 11 | Stephen E Royce Trust Ud T140, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $235,163 | |
| 12 | Stephen Harrison Tr Uw 35590066 | PO BOX 1802, Providence, RI 02901-1802 | RI | $358,455 | |
| 13 | Stephen Harsany Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1990-05 | $262,913 |
| 14 | Stephen I Peck Truw 2-6902-00-7 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $176,455 |
| 15 | Stephen P Bell And Tricia Flynn Caley Memorial Scholarship Fund | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1983-01 | $66,490 |
| 16 | Stern Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1965-05 | $180,352 |
| 17 | Stewart Leary Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $285,067 | |
| 18 | Stickney & Branlier For Charities | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,134,173 | |
| 19 | Stonbely Family Foundation Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-11 | $107,367 |
| 20 | Strang For Cornell & Nyudh Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,416,019 | |
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