Treadwell L Jude Trust Ua 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
| Treadwell L Jude Trust Ua | |
| Employer Identification Number (EIN) | 066068157 |
| Name of Organization | Treadwell L Jude Trust Ua |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,042,767 |
| Amount of Income | $423,462 |
| Form 990 Revenue Amount | $52,925 |
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 | $73,238 | $73,238 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $46,745 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $26,493 | |||
| Total expenses and disbursements | $103,259 | $9,071 | $0 | $93,404 |
| Compensation of officers, directors, trustees, etc. | $14,139 | |||
| Total operating and administrative expenses | $16,401 | $9,071 | $6,546 | |
| Contributions, gifts, grants paid | $86,858 | |||
| Excess of revenue over expenses and disbursements | $-30,021 | |||
| Net investment income | $64,167 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,962,918 | $2,012,653 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,729,841 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $208,803 | |
| Other | $24,274 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,962,918 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $26,493 |
| 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 | $642 |
| Total credits and payments | $600 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $600 |
| 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 | $42 |
| 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)? | 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 | $1,988,588 |
| Net value of noncharitable-use assets | $1,958,760 |
| Minimum investment return | $97,938 |
| Distributable Amount (for 2012) | |
| Distributable amount | $97,296 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $97,296 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $24,770 |
| 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@edward F And Janet E Ricci Family Charitable Foundation | 210 Blackstone Blvd, Providence, RI 02906-5801 | RI | 1999-12 | $1 |
| 2 | The@foundation For Trinity Repertory Company | One Union Station, Providence, RI 02903-1758 | RI | 2001-06 | $1,979,142 |
| 3 | The@mr And Mrs Robert N Chapman And Son Robert B Chapman Charitable | 133 Old Tower Hill Rd, Wakefield, RI 02879-3739 | RI | 2007-03 | $459,671 |
| 4 | Thomas Beckett Foundation | 204 Taber Ave, Providence, RI 02906-3335 | RI | 1969-08 | $0 |
| 5 | Thurgood Marshall Law Society Of Rhode Island | 450 Veterans Memorial Pkwy Ste 700, E Providence, RI 02914-5315 | RI | 2004-06 | $1,200 |
| 6 | Tiverton Four Corners Center For Arts & Education, Four Corners Arts Center | 3852 Main Road, Tiverton, RI 02878 | RI | 1998-10 | $0 |
| 7 | Tr Ua Harold Brooks Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1986-04 | $7,014,716 |
| 8 | Tr Ua Hervey L Smith 3-09920-02 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1984-10 | $1,741,614 |
| 9 | Tr Ua Of Hannah M Edwards 209 099008554979 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $551,979 |
| 10 | Tr Uwo M Rixson For E Cannon, New Connecticut Bank & Trust Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $1,409,168 |
| 11 | Treadwell L Jude Trust Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | $423,462 | |
| 12 | Trimix Foundation | 50 Park Row W Ste 113, Providence, RI 02903-1114 | RI | 1997-05 | $23,588,272 |
| 13 | Trinity Restoration Inc | 393 Broad Street, Providence, RI 02907-1353 | RI | 1999-02 | $107,730 |
| 14 | Trust U/D Caroline E Brayton | PO BOX 1802, Providence, RI 02901-1802 | RI | 1971-10 | $4,524 |
| 15 | Trust Ud W Bingham Ii 207751 | PO BOX 1802, Providence, RI 02901-1802 | RI | $22,001,744 | |
| 16 | Tse Tse Gallery | PO BOX 40, Hope, RI 02831-0040 | RI | 1999-09 | $57,307 |
| 17 | U S Open Cycling Foundation | 130 Bay View Ave, Providence, RI 02905-4207 | RI | 2009-03 | $37,787 |
| 18 | Ud Jacoby 1962 For Columbia | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-12 | $7,118,516 |
| 19 | Union Saint Jean Baptiste Saint Jean Baptiste Educational Foundati | PO BOX F, Woonsocket, RI 02895-0989 | RI | 1978-08 | $68,181 |
| 20 | United Methodist Elder Care | 30 Alexander Ave, E Providence, RI 02914-2309 | RI | 1999-02 | $1,408,935 |
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