Theron C Swan Est Trust 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
| Theron C Swan Est Trust | |
| Employer Identification Number (EIN) | 066209815 |
| Name of Organization | Theron C Swan Est Trust |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | 4947(a)(2) trust |
| 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 | 09/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,106,153 |
| Amount of Income | $676,690 |
| Form 990 Revenue Amount | $139,261 |
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 | $141,488 | $141,488 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $51,961 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-2,037 | |||
| Other | $91,564 | |||
| Total expenses and disbursements | $136,480 | $17,530 | $0 | $114,751 |
| Compensation of officers, directors, trustees, etc. | $26,037 | |||
| Total operating and administrative expenses | $34,105 | $17,530 | $12,376 | |
| Contributions, gifts, grants paid | $102,375 | |||
| Excess of revenue over expenses and disbursements | $5,008 | |||
| Net investment income | $123,958 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,033,882 | $2,151,961 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,977,931 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $55,951 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,033,882 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $91,564 |
| 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 | $1,240 |
| Total credits and payments | $2,500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,500 |
| 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 | $1,260 |
| Amount to be credited to 2013 estimated tax | $1,240 |
| 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 | $2,074,136 |
| Net value of noncharitable-use assets | $2,043,020 |
| Minimum investment return | $102,151 |
| Distributable Amount (for 2012) | |
| Distributable amount | $100,911 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $100,911 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $19,682 |
| 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 | Theodora A Clarke Trust Uw 1164904010, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $399,402 | |
| 2 | Theodore & Revell Wright Memorial Fund, Hadley Wayne N Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-10 | $288,952 |
| 3 | 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 | |
| 4 | Theodore Dwight Trust Fund 3-2014050 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $132,509 |
| 5 | Theodore Edson Parker Tr 12313607 | PO BOX 1802, Providence, RI 02901-1802 | RI | $23,599 | |
| 6 | Theodore P Strong Trust, Bank Of America Na | PO BOX 1802, Providence, RI 02901-1802 | RI | $166,038 | |
| 7 | Theodosia P Faulks Trust Central Home Trust Tr Un | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $172,353 |
| 8 | Therapy Missions Inc | 35 Ann Dr, E Greenwich, RI 02818-1125 | RI | 2009-09 | $33,090 |
| 9 | Thereon Snell B O L Falls Hosp | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-04 | $687 |
| 10 | Theresa E Underwood Trust 0106000070 | PO BOX 1802, Providence, RI 02901-1802 | RI | $183,416 | |
| 11 | Theron C Swan Est Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $676,690 | |
| 12 | Third Champlin Fdn T-A 1187287 | 2000 Chapel View Blvd Ste 350, Cranston, RI 02920-3040 | RI | 1976-05 | $163,138,339 |
| 13 | Thomas A Forsyth Trust 1-00226-0, Dental Infirmary Trust 14-1002260 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-02 | $16,709,760 |
| 14 | Thomas And William Gilbane Foundation | 7 Jackson Walkway, Providence, RI 02903-3623 | RI | 1954-02 | $1,239,823 |
| 15 | Thomas B Rounds T-181 Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-01 | $26,867 |
| 16 | Thomas Carr Watson Tr Uw Fbo | PO BOX 1802, Providence, RI 02901-1802 | RI | 1979-10 | $4,766,943 |
| 17 | Thomas Hawley Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1936-08 | $137,283 |
| 18 | Thomas J Atkins Memorial Fund Trust Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $685,559 |
| 19 | Thomas M Shepard Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $75,650 | |
| 20 | Thomas Minns Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-07 | $802,527 |
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