Christine L Beck Trust Ua 41553009, Fleet National Bank 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
| Christine L Beck Trust Ua 41553009, Fleet National Bank | |
| Employer Identification Number (EIN) | 046427501 |
| Name of Organization | Christine L Beck Trust Ua 41553009 |
| Secondary Name | Fleet National Bank |
| In Care of Name | A Bank Of America Co |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| 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 | $3,250,248 |
| Amount of Income | $1,554,043 |
| Form 990 Revenue Amount | $319,051 |
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 | $281,237 | $279,092 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $63,957 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,752 | |||
| Other | $215,528 | |||
| Total expenses and disbursements | $155,528 | $12,274 | $0 | $132,112 |
| Compensation of officers, directors, trustees, etc. | $18,569 | |||
| Total operating and administrative expenses | $32,164 | $12,274 | $8,748 | |
| Contributions, gifts, grants paid | $123,364 | |||
| Excess of revenue over expenses and disbursements | $125,709 | |||
| Net investment income | $266,818 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,160,938 | $3,236,615 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,803,565 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $299,346 | |
| Other | $58,027 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,160,938 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $215,528 |
| 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 | $5,336 |
| Total credits and payments | $8,767 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $8,767 |
| 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 | $3,431 |
| Amount to be credited to 2013 estimated tax | $3,431 |
| 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 | $3,200,783 |
| Net value of noncharitable-use assets | $3,152,780 |
| Minimum investment return | $157,639 |
| Distributable Amount (for 2012) | |
| Distributable amount | $156,515 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $156,515 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $145,490 |
| 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 | Childrens Library Trust Mf3-20375600 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1971-08 | $567,425 |
| 2 | Childrens Shelter Of Blackstone Valley Inc | 15 Gates St, Pawtucket, RI 02861-3225 | RI | 1980-07 | $575,188 |
| 3 | Childrens Workshop Inc | Po Box 493, North Kingstown, RI 02852 | RI | 1976-02 | $0 |
| 4 | Childs Play Inc | 296 Angell St, Providence, RI 02906-2107 | RI | 1980-06 | $188,721 |
| 5 | Chinese Nurse Association Of America | PO BOX 214, E Greenwich, RI 02818-0224 | RI | 2002-06 | $4,262 |
| 6 | Chorus Of Westerly | 119 High St, Westerly, RI 02891-1821 | RI | 1966-08 | $797,587 |
| 7 | Chorus Of Westerly Endowment Trust | 23 Broad Street, Westerly, RI 02891-1879 | RI | 1984-01 | $150,765 |
| 8 | Chris W Cruickshank Scholarship Foundation | PO BOX 541, Westerly, RI 02891-0541 | RI | 1990-01 | $135,211 |
| 9 | Christ Foundation Mission International | 104 Russo St, Providence, RI 02904-1270 | RI | 2007-09 | $3,068 |
| 10 | Christine & Reginald Langell Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-05 | $233,435 |
| 11 | Christine L Beck Trust Ua 41553009, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,554,043 | |
| 12 | Christine L Boyd Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1994-05 | $306,048 |
| 13 | Christine Schussler Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-05 | $289,575 |
| 14 | Church Community Housing Corporation | 50 Washington Sq, Newport, RI 02840-3083 | RI | 1971-05 | $2,484,492 |
| 15 | Church Council Foundation Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1963-05 | $975 |
| 16 | Church Of The Covenant Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-01 | $1,361 |
| 17 | Church Of The Reconciliation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-01 | $1,805 |
| 18 | Church Street Estates Corp | 7 Church Street, Greenville, RI 02828-1768 | RI | 2005-10 | $267,007 |
| 19 | Cismoski Foundation Bish & Frannie Tr, Cismoski Valerie | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-12 | $101,970 |
| 20 | Citizens Charitable Foundation | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 2005-06 | $16,644,965 |
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