William B Walker Tr 14 2012510070 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 Walker Tr 14 2012510070 | |
| Employer Identification Number (EIN) | 046019088 |
| Name of Organization | William B Walker Tr 14 2012510070 |
| In Care of Name | Private Bank Services |
| 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 | $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 | $4,459,167 |
| Amount of Income | $1,969,110 |
| Form 990 Revenue Amount | $252,602 |
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 | $359,315 | $359,315 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $99,389 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $105 | |||
| Other | $259,821 | |||
| Total expenses and disbursements | $185,759 | $22,910 | $0 | $155,674 |
| Compensation of officers, directors, trustees, etc. | $34,835 | |||
| Total operating and administrative expenses | $45,434 | $22,910 | $15,349 | |
| Contributions, gifts, grants paid | $140,325 | |||
| Excess of revenue over expenses and disbursements | $173,556 | |||
| Net investment income | $336,405 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,268,150 | $4,282,778 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,605,513 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $607,838 | |
| Other | $54,799 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,268,150 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $259,821 |
| 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 | $6,728 |
| Total credits and payments | $5,678 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $5,678 |
| 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 | $1,050 |
| 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 | $4,212,499 |
| Net value of noncharitable-use assets | $4,149,320 |
| Minimum investment return | $207,466 |
| Distributable Amount (for 2012) | |
| Distributable amount | $200,738 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $200,738 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $130,528 |
| 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 | Welcome House Of South County | 8 North Rd, Peace Dale, RI 02879-2165 | RI | 1988-05 | $375,535 |
| 2 | West Warwick Assistance Agency Inc | 1293 Main St, West Warwick, RI 02893-4807 | RI | 1985-04 | $56,233 |
| 3 | West Warwick Public Library Association | 1043 Main St, West Warwick, RI 02893-3643 | RI | 2005-06 | $31,315 |
| 4 | Westerly Ambulance Corps Inc | 30 Chestnut St, Westerly, RI 02891-2269 | RI | 1927-05 | $2,128,500 |
| 5 | Westerly Education Endowment Fund Inc | PO BOX 1219, Westerly, RI 02891-0904 | RI | 2008-01 | $58,489 |
| 6 | Westerly Wrestling Club Inc | 107 Airport Road, Westerly, RI 02891 | RI | 2006-04 | $12,319 |
| 7 | Whodunnit Massachusetts Inc | 25 N Gate Dr, West Warwick, RI 02893-2219 | RI | 2003-08 | $19,670 |
| 8 | Wickford Sailing Association Inc | 165 Pleasant St, Wickford, RI 02852-5047 | RI | 1986-02 | $79,214 |
| 9 | Wickford Yacht Club | PO BOX 352, N Kingstown, RI 02852-0352 | RI | 1980-09 | $205,722 |
| 10 | Wickham Park Trust Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1962-09 | $13,311,840 |
| 11 | William B Walker Tr 14 2012510070 | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,969,110 | |
| 12 | William B Wilk Charitable Tr 13192 | PO BOX 1802, Providence, RI 02901-1802 | RI | $19,925 | |
| 13 | William Bingham 2nd Betterment Fund 307779-80 Nect Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $4,653,193 |
| 14 | William D Laurie Charitable Foundation | PO BOX 376, Jamestown, RI 02835-0376 | RI | 2003-02 | $215 |
| 15 | William F Sayles Memorial Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-03 | $104,572 |
| 16 | William Henry Norton Trust Uw Fbo, Fleet Investment Services | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $248 |
| 17 | William Skinner Holyoke Hospital Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $47,516 |
| 18 | Womens Center Of Rhode Island Inc | PO BOX 603300, Providence, RI 02906-0300 | RI | 1976-04 | $659,015 |
| 19 | Wood River Pre School Inc | 1059 Main St, Hope Valley, RI 02832-1609 | RI | 1984-07 | $107,025 |
| 20 | Woonasquatucket River Watershed Council | 27 Sims Avenue, Providence, RI 02909-1050 | RI | 2001-12 | $482,103 |
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