Trust Uw Laura W Barton 2 4836 Fbo William T & Abby C Barton 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 Laura W Barton 2 4836 Fbo William T & Abby C Barton Fund | |
| Employer Identification Number (EIN) | 056004478 |
| Name of Organization | Trust Uw Laura W Barton 2 4836 Fbo William T & Abby C Barton Fund |
| 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 | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $190,073 |
| Amount of Income | $79,722 |
| Form 990 Revenue Amount | $16,669 |
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 | $14,323 | $14,326 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,241 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-3 | |||
| Other | $10,085 | |||
| Total expenses and disbursements | $11,165 | $1,716 | $0 | $9,208 |
| Compensation of officers, directors, trustees, etc. | $2,669 | |||
| Total operating and administrative expenses | $3,919 | $1,716 | $1,962 | |
| Contributions, gifts, grants paid | $7,246 | |||
| Excess of revenue over expenses and disbursements | $3,158 | |||
| Net investment income | $12,610 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $190,884 | $200,427 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $164,343 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $14,487 | |
| Other | $12,054 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $190,884 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $10,085 |
| 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 | $252 |
| Total credits and payments | $152 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $152 |
| 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 | $100 |
| 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? | No |
| 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 | $197,713 |
| Net value of noncharitable-use assets | $194,740 |
| Minimum investment return | $9,737 |
| Distributable Amount (for 2012) | |
| Distributable amount | $9,485 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $9,485 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,068 |
| 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 | Middlesex Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | $435,092 | |
| 2 | Trust Uw Ernest I Kilcup 2nd Trust 2 0509, Bank Of America Na | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,590,855 | |
| 3 | Trust Uw F Roger Miller, First National Bank Of Biddeford Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $358,142 |
| 4 | Trust Uw Florence J Tyron | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-07 | $133,254 |
| 5 | Trust Uw George L Flint 2-6234 | PO BOX 1802, Providence, RI 02901-1802 | RI | $325,196 | |
| 6 | Trust Uw Helen Kiely | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-08 | $468,294 |
| 7 | 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 | |
| 8 | Trust Uw Isabella M Wardwell 2-5610 Fbo Wheaton College | PO BOX 1802, Providence, RI 02901-1802 | RI | $163,996 | |
| 9 | Trust Uw James Mcnamara 2-6153-007 Eliz Mcnamara May Mem Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $687,249 | |
| 10 | Trust Uw Joseph C Oconnell 2 8510 Fbo Catholic Charities Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $711,417 | |
| 11 | Trust Uw Laura W Barton 2 4836 Fbo William T & Abby C Barton Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $79,722 | |
| 12 | Trust Uw Louise E Terry | PO BOX 1802, Providence, RI 02901-1802 | RI | $46,674 | |
| 13 | Trust Uw Lucy E Peabody 2 3293 Fbo Ira Green Briggs & | PO BOX 1802, Providence, RI 02901-1802 | RI | $48,647 | |
| 14 | Trust Uw Mabel Sharp For Remington Art Memorial | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $78,072 |
| 15 | Trust Uw Manuel P Alexander | PO BOX 1802, Providence, RI 02901-1802 | RI | $39,535 | |
| 16 | Trust Uw Margaret Kennedy Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $309,209 |
| 17 | Trust Uw Marion Law 2-3491 | PO BOX 1802, Providence, RI 02901-1802 | RI | $855,167 | |
| 18 | Trust Uw Marshall Simonds | PO BOX 1802, Providence, RI 02901-1802 | RI | 1994-08 | $96,352 |
| 19 | Trust Uw Mary E Spooner 00572 004 Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-10 | $344,511 |
| 20 | Trust Uw Mildred L Nash | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $321,043 |
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