Trust Uw Joseph C Oconnell 2 8510 Fbo Catholic Charities Fund 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 Uw Joseph C Oconnell 2 8510 Fbo Catholic Charities Fund | |
Employer Identification Number (EIN) | 056005414 |
Name of Organization | Trust Uw Joseph C Oconnell 2 8510 Fbo Catholic Charities Fund |
In Care of Name | Fleet Ntnl Bank Prvt Clients Grp |
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 | 12/2014 |
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 | $2,004,970 |
Amount of Income | $711,417 |
Form 990 Revenue Amount | $229,401 |
Non-representatives - add comments:
Revenue for 2012
Other (80%)
Other income (0%)
Dividends and interest from securities (20%)
Expenses for 2012
Contributions, gifts, grants paid (62%)
Compensation of officers, directors, etc. (17%)
Operating and administrative expenses (21%)
Assets for 2012
Investments-corporate stock (86%)
Other (6%)
Investments-other (8%)
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 | $234,648 | $233,874 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $46,031 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $31 | |||
Other | $188,586 | |||
Total expenses and disbursements | $112,640 | $14,799 | $0 | $95,207 |
Compensation of officers, directors, trustees, etc. | $23,198 | |||
Total operating and administrative expenses | $28,012 | $14,799 | $10,579 | |
Contributions, gifts, grants paid | $84,628 | |||
Excess of revenue over expenses and disbursements | $122,008 | |||
Net investment income | $219,075 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $2,053,712 | $2,091,810 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $1,763,134 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $169,636 | |
Other | $120,942 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $2,053,712 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $188,586 |
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 | $4,382 |
Total credits and payments | $2,400 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,400 |
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 | $1,982 |
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 | $2,060,121 |
Net value of noncharitable-use assets | $2,029,220 |
Minimum investment return | $101,461 |
Distributable Amount (for 2012) | |
Distributable amount | $97,079 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $97,079 |
Undistributed income for 2012. This amount must be distributed in 2013 | $18,969 |
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 Uw Emily J Anthony 2 3386, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $95,455 | |
2 | Middlesex Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | $435,092 | |
3 | Trust Uw Ernest I Kilcup 2nd Trust 2 0509, Bank Of America Na | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,590,855 | |
4 | Trust Uw F Roger Miller, First National Bank Of Biddeford Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $358,142 |
5 | Trust Uw Florence J Tyron | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-07 | $133,254 |
6 | Trust Uw George L Flint 2-6234 | PO BOX 1802, Providence, RI 02901-1802 | RI | $325,196 | |
7 | Trust Uw Helen Kiely | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-08 | $468,294 |
8 | Trust Uw Isabella M Wardwell 2-5608 Fbo 1st Cong Church In Bristol, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $323,606 | |
9 | Trust Uw Isabella M Wardwell 2-5610 Fbo Wheaton College | PO BOX 1802, Providence, RI 02901-1802 | RI | $163,996 | |
10 | Trust Uw James Mcnamara 2-6153-007 Eliz Mcnamara May Mem Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $687,249 | |
11 | Trust Uw Joseph C Oconnell 2 8510 Fbo Catholic Charities Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $711,417 | |
12 | Trust Uw Laura W Barton 2 4836 Fbo William T & Abby C Barton Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $79,722 | |
13 | Trust Uw Louise E Terry | PO BOX 1802, Providence, RI 02901-1802 | RI | $46,674 | |
14 | Trust Uw Lucy E Peabody 2 3293 Fbo Ira Green Briggs & | PO BOX 1802, Providence, RI 02901-1802 | RI | $48,647 | |
15 | Trust Uw Mabel Sharp For Remington Art Memorial | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $78,072 |
16 | Trust Uw Manuel P Alexander | PO BOX 1802, Providence, RI 02901-1802 | RI | $39,535 | |
17 | Trust Uw Margaret Kennedy Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $309,209 |
18 | Trust Uw Marion Law 2-3491 | PO BOX 1802, Providence, RI 02901-1802 | RI | $855,167 | |
19 | Trust Uw Marshall Simonds | PO BOX 1802, Providence, RI 02901-1802 | RI | 1994-08 | $96,352 |
20 | Trust Uw Mary E Spooner 00572 004 Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-10 | $344,511 |
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