Theodora A Clarke Trust Uw 1164904010, 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
| Theodora A Clarke Trust Uw 1164904010, Fleet National Bank | |
| Employer Identification Number (EIN) | 066030517 |
| Name of Organization | Theodora A Clarke Trust Uw 1164904010 |
| Secondary Name | Fleet National Bank |
| In Care of Name | Fleet Private Clients Group |
| 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 | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $377,131 |
| Amount of Income | $399,402 |
| Form 990 Revenue Amount | $32,602 |
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 | $38,202 | $38,031 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,846 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1 | |||
| Other | $28,355 | |||
| Total expenses and disbursements | $21,511 | $3,638 | $0 | $16,936 |
| Compensation of officers, directors, trustees, etc. | $5,727 | |||
| Total operating and administrative expenses | $7,711 | $3,638 | $3,136 | |
| Contributions, gifts, grants paid | $13,800 | |||
| Excess of revenue over expenses and disbursements | $16,691 | |||
| Net investment income | $34,393 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $387,624 | $376,877 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $382,616 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $5,008 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $387,624 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $28,355 |
| 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 | $688 |
| Total credits and payments | $590 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $590 |
| 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 | $98 |
| 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)? | Yes |
| 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 | $371,772 |
| Net value of noncharitable-use assets | $366,200 |
| Minimum investment return | $18,310 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17,622 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17,622 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,147 |
| 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 | The@ararat Association Inc C/O Alan G Zartarian | PO BOX 7602, Warwick, RI 02887-7602 | RI | 1997-05 | $50,375 |
| 2 | The@carol A Peterson Foundation | 28 Bradford Rd, Cranston, RI 02910-4723 | RI | 2001-04 | $300,077 |
| 3 | The@david And Elayne Weener Family Foundation, Robinson Willard T | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-05 | $78,748 |
| 4 | The@george F And Elsie Barnard Hodder Classical Music Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-11 | $2,566,313 |
| 5 | The@gregory Kent Hill And Robert Harrison Gregory Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-02 | $19,980 |
| 6 | The Harry M Miriam C & William C | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-05 | $5,065,981 |
| 7 | The@john J Sacco And Edith L Sacco Charitable Foundation, Joseph P Sacco Et Al Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2007-03 | $2,473,402 |
| 8 | The@paul F Ronci Memorial Trust Scholarship Fund, Fonseca Marylouise K Ttee | PO BOX 515, Harmony, RI 02829-0515 | RI | 1998-06 | $239,307 |
| 9 | The@ralph G & Wilma J Maibaum Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-10 | $439,142 |
| 10 | The@samuel And Hazel Cherniack Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-12 | $887,240 |
| 11 | Theodora A Clarke Trust Uw 1164904010, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $399,402 | |
| 12 | Theodore & Revell Wright Memorial Fund, Hadley Wayne N Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-10 | $288,952 |
| 13 | Theodore C Root Trust 50472-00-0 Fbo Newington Hospital, United Bk & Trust Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $6,898 | |
| 14 | Theodore Dwight Trust Fund 3-2014050 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $132,509 |
| 15 | Theodore Edson Parker Tr 12313607 | PO BOX 1802, Providence, RI 02901-1802 | RI | $23,599 | |
| 16 | Theodore P Strong Trust, Bank Of America Na | PO BOX 1802, Providence, RI 02901-1802 | RI | $166,038 | |
| 17 | Theodosia P Faulks Trust Central Home Trust Tr Un | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $172,353 |
| 18 | Therapy Missions Inc | 35 Ann Dr, E Greenwich, RI 02818-1125 | RI | 2009-09 | $33,090 |
| 19 | Thereon Snell B O L Falls Hosp | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-04 | $687 |
| 20 | Theresa E Underwood Trust 0106000070 | PO BOX 1802, Providence, RI 02901-1802 | RI | $183,416 | |
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