William B Walker Tr 14 2012510070 in Providence, Rhode Island (RI)

Organization representatives - add corrected or new information about William B Walker Tr 14 2012510070 »

Non-representatives - add comments about William B Walker Tr 14 2012510070»

William B Walker Tr 14 2012510070
Employer Identification Number (EIN)046019088
Name of OrganizationWilliam B Walker Tr 14 2012510070
In Care of NamePrivate Bank Services
AddressPO BOX 1802, Providence, RI 02901-1802
Subsection4947(a)(1) - Private Foundation (Form 990PF Filer)
FoundationAll organizations except 501(c)(3)
Exempt Organization StatusTrust described in section 4947(a)(2) of the IR Code
Tax Period12/2013
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - 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:


CAPTCHA

Your IP address 13.59.69.58 will be logged.

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements 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 ValueFair 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)
2012201120102009Total
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
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend William B Walker Tr 14 2012510070 to others? (optional)
  
Add photo of William B Walker Tr 14 2012510070 (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Rhode Island
IdNameAddressStateEstablishedTotal Income
1Welcome House Of South County8 North Rd, Peace Dale, RI 02879-2165RI1988-05$375,535
2West Warwick Assistance Agency Inc1293 Main St, West Warwick, RI 02893-4807RI1985-04$56,233
3West Warwick Public Library Association1043 Main St, West Warwick, RI 02893-3643RI2005-06$31,315
4Westerly Ambulance Corps Inc30 Chestnut St, Westerly, RI 02891-2269RI1927-05$2,128,500
5Westerly Education Endowment Fund IncPO BOX 1219, Westerly, RI 02891-0904RI2008-01$58,489
6Westerly Wrestling Club Inc107 Airport Road, Westerly, RI 02891RI2006-04$12,319
7Whodunnit Massachusetts Inc25 N Gate Dr, West Warwick, RI 02893-2219RI2003-08$19,670
8Wickford Sailing Association Inc165 Pleasant St, Wickford, RI 02852-5047RI1986-02$79,214
9Wickford Yacht ClubPO BOX 352, N Kingstown, RI 02852-0352RI1980-09$205,722
10Wickham Park Trust FundPO BOX 1802, Providence, RI 02901-1802RI1962-09$13,311,840
11William B Walker Tr 14 2012510070PO BOX 1802, Providence, RI 02901-1802RI$1,969,110
12William B Wilk Charitable Tr 13192PO BOX 1802, Providence, RI 02901-1802RI$19,925
13William Bingham 2nd Betterment Fund 307779-80 Nect UwPO BOX 1802, Providence, RI 02901-1802RI1970-12$4,653,193
14William D Laurie Charitable FoundationPO BOX 376, Jamestown, RI 02835-0376RI2003-02$215
15William F Sayles Memorial HospitalPO BOX 1802, Providence, RI 02901-1802RI1974-03$104,572
16William Henry Norton Trust Uw Fbo, Fleet Investment ServicesPO BOX 1802, Providence, RI 02901-1802RI1989-03$248
17William Skinner Holyoke Hospital TrustPO BOX 1802, Providence, RI 02901-1802RI1972-08$47,516
18Womens Center Of Rhode Island IncPO BOX 603300, Providence, RI 02906-0300RI1976-04$659,015
19Wood River Pre School Inc1059 Main St, Hope Valley, RI 02832-1609RI1984-07$107,025
20Woonasquatucket River Watershed Council27 Sims Avenue, Providence, RI 02909-1050RI2001-12$482,103

NonProfitFacts.com is not associated with, endorsed by, or sponsored by William B Walker Tr 14 2012510070 and has no official or unofficial affiliation with William B Walker Tr 14 2012510070