Willie O Burr Tr Fbo Larrabee Fund 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
| Willie O Burr Tr Fbo Larrabee Fund | |
| Employer Identification Number (EIN) | 061007619 |
| Name of Organization | Willie O Burr Tr Fbo Larrabee Fund |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1979 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2013 |
| 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 | $3,805,193 |
| Amount of Income | $3,534,809 |
| Form 990 Revenue Amount | $234,685 |
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 | $234,685 | $234,685 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $94,323 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-3,052 | |||
| Other | $143,414 | |||
| Total expenses and disbursements | $212,650 | $26,347 | $0 | $183,553 |
| Compensation of officers, directors, trustees, etc. | $39,223 | |||
| Total operating and administrative expenses | $46,526 | $26,347 | $17,429 | |
| Contributions, gifts, grants paid | $166,124 | |||
| Excess of revenue over expenses and disbursements | $22,035 | |||
| Net investment income | $208,338 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,554,021 | $3,557,722 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,452,086 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $101,935 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,554,021 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $143,414 |
| 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 | $2,083 |
| Total credits and payments | $2,160 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,160 |
| 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 |
| Overpayment | $77 |
| Amount to be credited to 2013 estimated tax | $77 |
| 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)? | Yes |
| 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 | $3,541,321 |
| Net value of noncharitable-use assets | $3,488,200 |
| Minimum investment return | $174,410 |
| Distributable Amount (for 2012) | |
| Distributable amount | $172,327 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $172,327 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $27,204 |
| 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 | William S Rogers Trust 58135039 | PO BOX 1802, Providence, RI 02901-1802 | RI | $55,231 | |
| 2 | William S Thomas Trust Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $338,960 |
| 3 | Stanley William Est Trua Ttees | PO BOX 1802, Providence, RI 02901-1802 | RI | $169,951 | |
| 4 | William Stanton Andrews Memorial 11 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1943-11 | $480,249 |
| 5 | William T Kells | PO BOX 1802, Providence, RI 02901-1802 | RI | $43,068 | |
| 6 | William W And Alfred M Taft Charitable Trust | PO BOX 6768, Providence, RI 02940-6768 | RI | 1978-05 | $158,528 |
| 7 | William W Bird Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $518,399 |
| 8 | Meta Smith Tr Falmouth Hos Asc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-08 | $296,168 |
| 9 | William Wood Smith And Meta Hull Smith Memorial Fund F/B/O Grace Pr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-08 | $293,807 |
| 10 | William Wood Smith And Meta Hull Smith Memorial Fund F/B/O Massachu | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-08 | $374,161 |
| 11 | Willie O Burr Tr Fbo Larrabee Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1979-09 | $3,534,809 |
| 12 | Willie T Morton Estate Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1942-11 | $214,928 |
| 13 | Willis & Emma Oconnor Charitable Foundation | 100 Westminster St, Providence, RI 02903-2394 | RI | 1993-02 | $35,776 |
| 14 | Willis And Adeline Reynolds Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-04 | $129,525 |
| 15 | Willis And Nancy King Foundation Inc | 100 Westminster St, Providence, RI 02903-2394 | RI | 1998-11 | $3,581,199 |
| 16 | Willow Dell Beach Club Inc | PO BOX 533, Wakefield, RI 02880-0533 | RI | 1973-05 | $104,527 |
| 17 | Willow Dell Historical Association | PO BOX 774, Wakefield, RI 02880 | RI | 2002-02 | $0 |
| 18 | Wilson Street Aprtments Inc | 528 North Main Street, Providence, RI 02904-5757 | RI | 2002-06 | $66,903 |
| 19 | Winfield S Russell Trust Uw T 1060 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $276,827 |
| 20 | Winifred C Whiton Trust Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1996-10 | $539,196 |
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