Susie P White Trust 1027973 Firts National Bank Of Boston 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
| Susie P White Trust 1027973 Firts National Bank Of Boston | |
| Employer Identification Number (EIN) | 046008468 |
| Name of Organization | Susie P White Trust 1027973 Firts National Bank Of Boston |
| In Care of Name | Bank Of Boston |
| 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 | 09/1974 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 09/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $147,562 |
| Amount of Income | $48,237 |
| Form 990 Revenue Amount | $8,449 |
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 | $12,150 | $12,150 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,474 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $6,676 | |||
| Total expenses and disbursements | $8,375 | $828 | $0 | $7,498 |
| Compensation of officers, directors, trustees, etc. | $1,281 | |||
| Total operating and administrative expenses | $2,450 | $828 | $1,573 | |
| Contributions, gifts, grants paid | $5,925 | |||
| Excess of revenue over expenses and disbursements | $3,775 | |||
| Net investment income | $11,322 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $150,871 | $152,741 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $133,824 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $7,598 | |
| Other | $9,449 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $150,871 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,676 |
| 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 | $113 |
| Total credits and payments | $170 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $170 |
| 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 | $57 |
| Amount to be credited to 2013 estimated tax | $57 |
| 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 | $149,628 |
| Net value of noncharitable-use assets | $147,380 |
| Minimum investment return | $7,369 |
| Distributable Amount (for 2012) | |
| Distributable amount | $7,256 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $7,256 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $5,664 |
| 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 | Subramaniam Family Charitablefoundation, Shivan S Subramaniam Ttee | 155 Grotto Ave, Providence, RI 02906-5720 | RI | 2006-11 | $289,080 |
| 2 | Successor Trust Uw Amanda S Armour 2 8445 | PO BOX 1802, Providence, RI 02901-1802 | RI | $103,707 | |
| 3 | Sundel-Strauss Fam Foundation | PO BOX 2370, Pawtucket, RI 02861-0370 | RI | 1969-03 | $75,326 |
| 4 | Sunnyside Recreation Club | 16 Cleveland St, N Providence, RI 02904-3523 | RI | 1992-01 | $70,062 |
| 5 | Sunset Endowment Fund 3-74018-09 | PO BOX 1802, Providence, RI 02901-1802 | RI | $65,540 | |
| 6 | Sunshine Society Of Nb Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | $33,455 | |
| 7 | Susan E Betson Tr Us Fbo First Methodist Church Home Foreign Etal | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-04 | $21 |
| 8 | Susan F Colgate Tr Fbo Colby Sawyer College Ui 012301 T05981 | PO BOX 1802, Providence, RI 02901-1802 | RI | $254,264 | |
| 9 | Susan Vondermehden Trust 51349-008 Fbo University Of Conn, United Bank & Trust Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $2,247,507 |
| 10 | Susannah Schofield Charitable Tr | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | $611,432 | |
| 11 | Susie P White Trust 1027973 Firts National Bank Of Boston | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-09 | $48,237 |
| 12 | Sutherland Heslip Unitrust 100-1552600 | PO BOX 1802, Providence, RI 02901-1802 | RI | $1 | |
| 13 | Svf Foundation | 152 Harrison Ave, Newport, RI 02840-3704 | RI | 2008-11 | $2,609,059 |
| 14 | Swamp Meadow Community Theatre Inc | PO BOX 213, Foster, RI 02825-0213 | RI | 2009-05 | $34,661 |
| 15 | Swan Point Road And Riverside | 752 Pleasant St, Pawtucket, RI 02860-6131 | RI | 1989-07 | $204,418 |
| 16 | Swanhurst Chorus | Po Box 3186, Newport, RI 02840 | RI | 1984-11 | $34,635 |
| 17 | Swap Stop Wasting Abandoned Property | 439 Pine St, Providence, RI 02907-1317 | RI | 1977-03 | $2,331,003 |
| 18 | Sweet Adelines International, Coastline Show | 88 Meeting St, Providence, RI 02906-1313 | RI | 1955-10 | $45,180 |
| 19 | Swp Foundation, Priem Susan & Windle Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-11 | $74,482 |
| 20 | Sylvetsky Fam Charitable Tr, Matzkin Joseph H Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-01 | $97,519 |
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