Annie E Wilson Tr Uw 12317905 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
| Annie E Wilson Tr Uw 12317905 | |
| Employer Identification Number (EIN) | 046037210 |
| Name of Organization | Annie E Wilson Tr Uw 12317905 |
| In Care of Name | Fleet Invesment 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 | 12/2014 |
| 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 | $4,041,714 |
| Amount of Income | $2,438,596 |
| Form 990 Revenue Amount | $217,711 |
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 | $163,007 | $162,993 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $73,415 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $89,592 | |||
| Total expenses and disbursements | $206,531 | $12,772 | $0 | $186,957 |
| Compensation of officers, directors, trustees, etc. | $29,860 | |||
| Total operating and administrative expenses | $39,255 | $12,772 | $19,681 | |
| Contributions, gifts, grants paid | $167,276 | |||
| Excess of revenue over expenses and disbursements | $-43,524 | |||
| Net investment income | $150,221 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,493,378 | $3,732,805 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,308,345 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $185,033 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,493,378 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $89,592 |
| 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 | $1,502 |
| Total credits and payments | $4,200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,200 |
| 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 | $0 |
| Overpayment | $2,698 |
| Amount to be credited to 2013 estimated tax | $752 |
| 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 | $3,732,193 |
| Net value of noncharitable-use assets | $3,676,220 |
| Minimum investment return | $183,811 |
| Distributable Amount (for 2012) | |
| Distributable amount | $182,309 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $182,309 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $40,128 |
| 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 | Anna Petrie 7 2712 Bo Emmanuel Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $78,411 |
| 2 | Anna S Corbett Tr T24141 Dtd 7-79 Fbo Carter Mem United Methodist | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $145,237 |
| 3 | Anna T Sheedy 1990 Tr Fbo Charity Acct No, Bank Of America Na | PO BOX 1802, Providence, RI 02901-1802 | RI | $475,990 | |
| 4 | Annamaria Saratelli Dipanni Scholarship, Bel Canto Fund | 55 Tremont St, Cranston, RI 02920-2542 | RI | 1990-03 | $2,669 |
| 5 | Anne A Flint Res Trust Uw Fbo Yale Univ Princeton Univ & Univ Of Cali | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-09 | $2,608,253 |
| 6 | Co Tuw Anne J Caudal-Charitable | PO BOX 1802, Providence, RI 02901-1802 | RI | 2008-04 | $663,248 |
| 7 | Anne Leamy Irrv Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | $52,462 | |
| 8 | Delehanty Ann M Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $123,997 | |
| 9 | Anne Walker Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $33,195 |
| 10 | Annie A Mcfarland Trust 3020000274 | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1951-06 | $19,746 |
| 11 | Annie E Wilson Tr Uw 12317905 | PO BOX 1802, Providence, RI 02901-1802 | RI | $2,438,596 | |
| 12 | Annie M Trowbridge Trust Uw Fbo, Hole In The Wall Gang Camp Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-11 | $310,469 |
| 13 | Annie W Buchanan Trust Uw 102984 Conn Bk & Tr Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $180,571 |
| 14 | Anson T Mccook Tr Uw 18-1013051010 Fbo, Antiquarian & Landmark Soc | PO BOX 1802, Providence, RI 02901-1802 | RI | $486,558 | |
| 15 | Anson T Mccook Tr Uw Fbo, St Johns | PO BOX 1802, Providence, RI 02901-1802 | RI | $178,377 | |
| 16 | Anthony C Gonnella Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-04 | $151,704 |
| 17 | Anthony E Valaika Scholarship Fund | 45 Fry Brook Dr, East Greenwich, RI 02818 | RI | 2003-11 | $0 |
| 18 | Anthony Quinn Foundation | Po 539, Bristol, RI 02809 | RI | 2007-12 | $93,997 |
| 19 | Antiq & Lndmrks Sumner Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $103,624 | |
| 20 | Apeiron Institute For Environmental Living | 519 Atwells Ave Unit 1, Providence, RI 02909-1080 | RI | 1994-10 | $87,435 |
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