William B Spalding Trust in Providence, Rhode Island (RI)

William B Spalding Trust
Employer Identification Number (EIN)	046035042
Name of Organization	William B Spalding Trust
In Care of Name	Fleet National Bank Ttee
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	$500,000 to $999,999
Income	$25,000 to $99,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$639,491
Amount of Income	$84,930
Form 990 Revenue Amount	$27,749

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	$45,789	$45,647	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$25,029
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$142
Other	$20,618
Total expenses and disbursements	$45,510	$4,964	$0	$40,546
Compensation of officers, directors, trustees, etc.	$7,892
Total operating and administrative expenses	$9,156	$4,964		$4,192
Contributions, gifts, grants paid	$36,354
Excess of revenue over expenses and disbursements	$279
Net investment income		$40,683
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$624,688	$875,107
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$608,684
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$0
Other	$16,004
Total liabilities	$0
Total liabilities and net assets/fund balances	$624,688

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$20,618
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	$814
Total credits and payments	$232
2012 estimated tax payments and 2011 overpayment credited to 2012	$232
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	$582
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	$874,152
Net value of noncharitable-use assets	$861,040
Minimum investment return	$43,052

Distributable Amount (for 2012)
Distributable amount	$42,238

Undistributed Income (for 2012)
Distributable amount for 2012	$42,238
Undistributed income for 2012. This amount must be distributed in 2013	$9,396

	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
Other organizations in Rhode Island
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2	Willett Free Library	PO BOX 178, Saunderstown, RI 02874-0178	RI	1974-01	$165,573
3	Wm & Gladys Murdock Tr Fd	PO BOX 1802, Providence, RI 02901-1802	RI	1975-04	$70,761
4	William A Clark A-159	PO BOX 1802, Providence, RI 02901-1802	RI		$60,813
5	Willianm A Lynch Trust	PO BOX 1802, Providence, RI 02901-1802	RI		$256,158
6	William A Peckham Trust 1	PO BOX 1802, Providence, RI 02901-1802	RI		$1,734,955
7	William A Peckham Trust 2 Uw 2 6931 00 6	PO BOX 1802, Providence, RI 02901-1802	RI		$1,693,200
8	William Ashton B-O Shrine Hosp	PO BOX 1802, Providence, RI 02901-1802	RI		$192,503
9	William B Clayton Jr Tr Ud 040475	PO BOX 1802, Providence, RI 02901-1802	RI		$295,666
10	William B Kirkham Trust 10 26 Nect	PO BOX 1802, Providence, RI 02901-1802	RI	1972-08	$610,511
11	William B Spalding Trust	PO BOX 1802, Providence, RI 02901-1802	RI		$84,930
12	William C & Mabel D Hunt, Trustee	PO BOX 1802, Providence, RI 02901-1802	RI	1987-05	$712,068
13	William C Barclay Trust Uw 1027	PO BOX 1802, Providence, RI 02901-1802	RI	1975-09	$406,219
14	William C Bowling Sr Memorial Fund	107 Squantum Dr, Warwick, RI 02888-5319	RI	2002-06	$103,089
15	William C Briggs Trust 1-1008-2, Bankboston N A	PO BOX 1802, Providence, RI 02901-1802	RI		$42,706
16	William E Barton Crut Uw Rockville Gen Hosp 18-0032610010	PO BOX 1802, Providence, RI 02901-1802	RI	2004-08	$1,470,318
17	William E Besse Tr 124-1089606010 Uw Fbo, City Of Torrington	PO BOX 1802, Providence, RI 02901-1802	RI		$150,571
18	William E Latham Trust Uw Fbo Klingberg 14-70261 15999, Fleet National Bank	PO BOX 1802, Providence, RI 02901-1802	RI		$198,252
19	William Edmond Booth Fund	PO BOX 1802, Providence, RI 02901-1802	RI	1936-08	$271,105
20	William Edwin Emory Tr 02884	PO BOX 1802, Providence, RI 02901-1802	RI		$47,422

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