United State Naval Academy Tr, Fleet National Bank 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
| United State Naval Academy Tr, Fleet National Bank | |
| Employer Identification Number (EIN) | 046008056 |
| Name of Organization | United State Naval Academy Tr |
| Secondary Name | Fleet National Bank |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 09/2014 |
| Assets | $25,000 to $99,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $47,127 |
| Amount of Income | $14,832 |
| Form 990 Revenue Amount | $2,037 |
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 | $5,173 | $5,173 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,692 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $3,481 | |||
| Total expenses and disbursements | $2,918 | $215 | $0 | $2,634 |
| Compensation of officers, directors, trustees, etc. | $312 | |||
| Total operating and administrative expenses | $444 | $215 | $160 | |
| Contributions, gifts, grants paid | $2,474 | |||
| Excess of revenue over expenses and disbursements | $2,255 | |||
| Net investment income | $4,958 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $49,491 | $50,236 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $41,951 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,396 | |
| Other | $4,144 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $49,491 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,481 |
| 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 | $50 |
| Total credits and payments | $50 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $50 |
| 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 | $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 | $48,567 |
| Net value of noncharitable-use assets | $47,840 |
| Minimum investment return | $2,392 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,342 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,342 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,727 |
| 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 | United Food And Commercial Workers International Union, New England Council | 278 Silver Spring St, Providence, RI 02904-2521 | RI | 1941-01 | $83,763 |
| 2 | United Nurses & Allied Professional, 5067 Northern Rhode Island Local | 501 Great Rd Ste 204, N Smithfield, RI 02896-6833 | RI | 1998-12 | $217,983 |
| 3 | United Nurses & Allied Professional, 5082 Memorial Hospital Local | Local 5082 375 Branch Avenue, Providence, RI 02904 | RI | 1998-12 | $175,511 |
| 4 | United Nurses & Allied Professional, 5098 Rhode Island Hospital Local | 375 Branch Ave, Providence, RI 02904-2542 | RI | 1998-12 | $1,066,843 |
| 5 | United Nurses & Allied Professional, 5104 Westerly Local | 20 Pearl St, Westerly, RI 02891-1606 | RI | 1998-12 | $77,938 |
| 6 | United Nurses & Allied Professionals, 5068 Seven Hills | 501 Great Rd Ste 204, N Smithfield, RI 02896-6833 | RI | 1998-12 | $37,837 |
| 7 | United Nurses And Allied Professionals | 375 Branch Ave, Providence, RI 02904-2542 | RI | 1998-12 | $3,124,707 |
| 8 | United Nurses And Allied Professionals, 5008 Local | 375 Branch Ave, Providence, RI 02904-2542 | RI | 1998-12 | $309,774 |
| 9 | United Nurses And Allied Professionals, 5075 Westerly Hospital Local | 4 Lorraine Rd, Westerly, RI 02891-1214 | RI | 1998-12 | $117,326 |
| 10 | United States Bowling Congress Inc, 80558 Rhode Island Usbc Ba | PO BOX 294, Hope, RI 02831-0294 | RI | $101,287 | |
| 11 | United State Naval Academy Tr, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $14,832 | |
| 12 | United States Norton Owners Association Inc | 127 Beacon St, Newport, RI 02840-1235 | RI | 1984-06 | $54,835 |
| 13 | United States Sailing Foundaton | PO BOX 1260, Portsmouth, RI 02871-0907 | RI | 1992-04 | $722,781 |
| 14 | United Steelworkers | 11 Highland Ave, Cumberland, RI 02864 | RI | 1940-12 | $0 |
| 15 | United Steelworkers, 1007 Fgwu | 461 Main St, Pawtucket, RI 02860-2913 | RI | 1940-12 | $16,884 |
| 16 | United Steelworkers, 14845 Local | 216 Metacom Ave, Warren, RI 02885-1926 | RI | 1940-12 | $29,483 |
| 17 | United Steelworkers, 16031 Local District 4 | 172 Consfellow St, Porvidence, RI 02907 | RI | 1940-12 | $79,250 |
| 18 | United Way Tr U Wh R Stanlyey 137-1042662010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $158,705 | |
| 19 | Univ Of Rochester Ua Hwr 27510-00-7 | PO BOX 1802, Providence, RI 02901-1802 | RI | $615,809 | |
| 20 | University Club | 219 Benefit St, Providence, RI 02903-2708 | RI | 1937-06 | $3,466,494 |
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