Trust U/I Of Isaac Lawton, Fleet Investment Services 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
| Trust U/I Of Isaac Lawton, Fleet Investment Services | |
| Employer Identification Number (EIN) | 056007677 |
| Name of Organization | Trust U/I Of Isaac Lawton |
| Secondary Name | Fleet Investment Services |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1976 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2013 |
| Assets | $500,000 to $999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $958,064 |
| Amount of Income | $1,469,360 |
| Form 990 Revenue Amount | $42,676 |
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 | $38,623 | $37,295 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $25,793 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,579 | |||
| Other | $11,251 | |||
| Total expenses and disbursements | $47,795 | $318 | $0 | $47,477 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $368 | $318 | $50 | |
| Contributions, gifts, grants paid | $47,427 | |||
| Excess of revenue over expenses and disbursements | $-9,172 | |||
| Net investment income | $36,977 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $881,410 | $949,419 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $871,723 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $9,687 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $881,410 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $11,251 |
| 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 | $370 |
| Total credits and payments | $428 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $428 |
| 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 | $58 |
| Amount to be credited to 2013 estimated tax | $58 |
| 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 | $947,880 |
| Net value of noncharitable-use assets | $933,660 |
| Minimum investment return | $46,683 |
| Distributable Amount (for 2012) | |
| Distributable amount | $46,313 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $46,313 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $42,244 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Trust U-W Milford Bliss | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $145,165 |
| 2 | Trust U-W William Brigham, South Shore Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-04 | $84,756 |
| 3 | Trust U/A 1969 Ellice Mack Endicott 3-2341 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-09 | $3,600,366 |
| 4 | Trust U/A George A Dix | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $520,354 |
| 5 | Trust U/A Lewis A Dibble For Congregational Church Of Naugatuck | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $81,511 |
| 6 | Trust U/D Agnes Church Etal T-51 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-02 | $8,814 |
| 7 | Trust U/D Kitty G Fite | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $299,115 |
| 8 | Trust U/D Mary A Case | PO BOX 1802, Providence, RI 02901-1802 | RI | 1971-10 | $15,088 |
| 9 | Trust U/I Ellen A Stone 3-1097 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-05 | $650,123 |
| 10 | Trust U/I Julia A Moseley Fund 3-0114 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-03 | $48,515 |
| 11 | Trust U/I Of Isaac Lawton, Fleet Investment Services | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-10 | $1,469,360 |
| 12 | Trust U/W Arthur Mitchell Par 5 2-2440 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-04 | $47,367 |
| 13 | Trust U/W C C Swebilius | PO BOX 1802, Providence, RI 02901-1802 | RI | 1978-04 | $9,737,217 |
| 14 | Trust U/W Charles A King 2-6131 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1951-04 | $13,037,162 |
| 15 | Trust U/W Charles F Nagle 2-2128 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-04 | $286,714 |
| 16 | Trust U/W Emma L Borden T-112 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $279,187 |
| 17 | Trust U/W J Myron Leavitt Schools | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1971-12 | $268,601 |
| 18 | Trust U/W James L Dow Fbo St Andrews Hospital Concord National | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1971-09 | $163,489 |
| 19 | Trust U/W Jane James Cook Item 19 3000437 | PO BOX 1802, Providence, RI 02901-1802 | RI | $338,338 | |
| 20 | Trust U/W Margaret L Boyle Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-01 | $200,879 |
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