William B Kirkham Trust 10 26 Nect 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
William B Kirkham Trust 10 26 Nect | |
Employer Identification Number (EIN) | 046236055 |
Name of Organization | William B Kirkham Trust 10 26 Nect |
In Care of Name | Fleet Private Clients Group |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Activities | 4947(a)(2) trust |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Ruling Date | 08/1972 |
Foundation | All organizations except 501(c)(3) |
Organization | Trust |
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 | $1,742,807 |
Amount of Income | $610,511 |
Form 990 Revenue Amount | $169,440 |
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 | $191,278 | $190,592 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $40,565 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $26 | |||
Other | $150,687 | |||
Total expenses and disbursements | $112,376 | $6,413 | $0 | $100,950 |
Compensation of officers, directors, trustees, etc. | $9,410 | |||
Total operating and administrative expenses | $17,085 | $6,413 | $5,659 | |
Contributions, gifts, grants paid | $95,291 | |||
Excess of revenue over expenses and disbursements | $78,902 | |||
Net investment income | $184,179 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,795,633 | $1,828,721 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $1,535,793 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $147,765 | |
Other | $112,075 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,795,633 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $150,687 |
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 | $3,684 |
Total credits and payments | $3,300 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,300 |
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 | $384 |
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 | $1,808,123 |
Net value of noncharitable-use assets | $1,781,000 |
Minimum investment return | $89,050 |
Distributable Amount (for 2012) | |
Distributable amount | $85,366 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $85,366 |
Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
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 | Wilhelmina Jackson B O Ah U W | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $5,764,158 |
2 | Willard E Treat Trust Uw Fbo, First Cong Ch & So Chong Ch Jo Cong | PO BOX 1802, Providence, RI 02901-1802 | RI | $128,096 | |
3 | Willett Free Library | PO BOX 178, Saunderstown, RI 02874-0178 | RI | 1974-01 | $165,573 |
4 | Wm & Gladys Murdock Tr Fd | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-04 | $70,761 |
5 | William A Clark A-159 | PO BOX 1802, Providence, RI 02901-1802 | RI | $60,813 | |
6 | Willianm A Lynch Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $256,158 | |
7 | William A Peckham Trust 1 | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,734,955 | |
8 | William A Peckham Trust 2 Uw 2 6931 00 6 | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,693,200 | |
9 | William Ashton B-O Shrine Hosp | PO BOX 1802, Providence, RI 02901-1802 | RI | $192,503 | |
10 | William B Clayton Jr Tr Ud 040475 | PO BOX 1802, Providence, RI 02901-1802 | RI | $295,666 | |
11 | William B Kirkham Trust 10 26 Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $610,511 |
12 | William B Spalding Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $84,930 | |
13 | William C & Mabel D Hunt, Trustee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1987-05 | $712,068 |
14 | William C Barclay Trust Uw 1027 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-09 | $406,219 |
15 | William C Bowling Sr Memorial Fund | 107 Squantum Dr, Warwick, RI 02888-5319 | RI | 2002-06 | $103,089 |
16 | William C Briggs Trust 1-1008-2, Bankboston N A | PO BOX 1802, Providence, RI 02901-1802 | RI | $42,706 | |
17 | William E Barton Crut Uw Rockville Gen Hosp 18-0032610010 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-08 | $1,470,318 |
18 | William E Besse Tr 124-1089606010 Uw Fbo, City Of Torrington | PO BOX 1802, Providence, RI 02901-1802 | RI | $150,571 | |
19 | William E Latham Trust Uw Fbo Klingberg 14-70261 15999, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $198,252 | |
20 | William Edmond Booth Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1936-08 | $271,105 |
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