W J Munson Tr Uw Fbo W J Munson Fd in Providence, Rhode Island (RI)

W J Munson Tr Uw Fbo W J Munson Fd
Employer Identification Number (EIN)	066024564
Name of Organization	W J Munson Tr Uw Fbo W J Munson Fd
In Care of Name	Fleet Natl Tax Ttee
Address	PO BOX 1802, Providence, RI 02901-1802
Activities	4947(a)(2) trust
Subsection	4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date	10/1972
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	$1,000,000 to $4,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$1,519,596
Amount of Income	$1,082,539
Form 990 Revenue Amount	$100,386

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$84,494	$83,800	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$39,505
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$0
Other	$44,989
Total expenses and disbursements	$85,752	$12,523	$0	$71,678
Compensation of officers, directors, trustees, etc.	$19,982
Total operating and administrative expenses	$26,518	$12,523		$12,444
Contributions, gifts, grants paid	$59,234
Excess of revenue over expenses and disbursements	$-1,258
Net investment income		$71,277
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$1,436,667	$1,611,482
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$1,383,161
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$0
Other	$53,506
Total liabilities	$0
Total liabilities and net assets/fund balances	$1,436,667

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$44,989
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	$1,426
Total credits and payments	$1,752
2012 estimated tax payments and 2011 overpayment credited to 2012	$1,752
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	$326
Amount to be credited to 2013 estimated tax	$326

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	$1,603,632
Net value of noncharitable-use assets	$1,579,580
Minimum investment return	$78,979

Distributable Amount (for 2012)
Distributable amount	$77,553

Undistributed Income (for 2012)
Distributable amount for 2012	$77,553
Undistributed income for 2012. This amount must be distributed in 2013	$0

	2012	2011	2010	2009	Total
Private Operating Foundations (for 2012)
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
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3	W E Hall Trust Uw	PO BOX 1802, Providence, RI 02901-1802	RI	1982-10	$692,742
4	W E Treat Tr Fbo Wesleyan Univ	PO BOX 1802, Providence, RI 02901-1802	RI		$81,746
5	W Easton Smith Visiting Nurse Home Tr 3301974	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$60,279
6	W Easton Smith Waterbury Boy Scouts Tr 3301973, Waterbury Council Boy Scouts	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$67,737
7	W Easton Smith Waterbury Day Nursery Tr 3301972	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$56,935
8	W F & L S Fisher Memorial Tr Uw	PO BOX 1802, Providence, RI 02901-1802	RI	2000-03	$79,068
9	W Gerald Moore Educational Foundation	PO BOX 1802, Providence, RI 02901-1802	RI	1958-10	$276,974
10	Coe W H Med & Surg Fd Ed	PO BOX 1802, Providence, RI 02901-1802	RI		$357,690
11	W J Munson Tr Uw Fbo W J Munson Fd	PO BOX 1802, Providence, RI 02901-1802	RI	1972-10	$1,082,539
12	W T Morton Tr 633994 Uw Fbo East Windsor Cem Nect, Fleet National Bank	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$135,137
13	Wagner Charitable Tr	PO BOX 1802, Providence, RI 02901-1802	RI	1992-03	$4
14	Wakefield Rotary Charitable Foundation Inc	PO BOX 382, Wakefield, RI 02880-0382	RI	1998-01	$88,571
15	Waldo And Alice Ayer Trust	10 Tripps Ln, Riverside, RI 02915-3014	RI	1984-04	$428,960
16	Waldo B Fay Trust Uw Clause 112-4852 Fbo Edward W Fay Nect	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$143,240
17	Wallace Family Foundation, Wallace Richard C Ttee	675 Paradise Ave, Middletown, RI 02842-5730	RI	1997-02	$634,817
18	Wallum Lake Rod And Gun Club	200 Brook Rd, Harrisville, RI 02830-1141	RI	1992-01	$397,691
19	Walter A Haberbush Trust Up 8th	PO BOX 1802, Providence, RI 02901-1802	RI	1976-01	$24,815
20	Walter C Jones Trust 120906	PO BOX 1802, Providence, RI 02901-1802	RI		$755,831

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