Fannie August Charitable Trust 10221-00-04, Baybank Harvard Trust Co Tr 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
| Fannie August Charitable Trust 10221-00-04, Baybank Harvard Trust Co Tr | |
| Employer Identification Number (EIN) | 046027010 |
| Name of Organization | Fannie August Charitable Trust 10221-00-04 |
| Secondary Name | Baybank Harvard Trust Co Tr |
| 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 | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $309,580 |
| Amount of Income | $179,819 |
| Form 990 Revenue Amount | $21,196 |
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 | $22,659 | $22,556 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $7,800 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $5 | |||
| Other | $14,854 | |||
| Total expenses and disbursements | $19,283 | $2,623 | $0 | $16,234 |
| Compensation of officers, directors, trustees, etc. | $4,259 | |||
| Total operating and administrative expenses | $5,783 | $2,623 | $2,734 | |
| Contributions, gifts, grants paid | $13,500 | |||
| Excess of revenue over expenses and disbursements | $3,376 | |||
| Net investment income | $19,933 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $313,387 | $316,931 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $273,062 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $19,119 | |
| Other | $21,206 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $313,387 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $14,854 |
| 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 | $199 |
| Total credits and payments | $400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $400 |
| 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 | $201 |
| Amount to be credited to 2013 estimated tax | $201 |
| 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 | $316,151 |
| Net value of noncharitable-use assets | $311,400 |
| Minimum investment return | $15,570 |
| Distributable Amount (for 2012) | |
| Distributable amount | $15,371 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $15,371 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $11,180 |
| 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 | Faith W Collins Est Trust Uw 59-301764040 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-12 | $770,163 |
| 2 | Faith Walk For Charity | 95 Chestnut St Ste 500, Providence, RI 02903 | RI | 2006-06 | $0 |
| 3 | Fales Educational Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-03 | $334,118 |
| 4 | Families First Inc | 139 Ocean Ave, Cranston, RI 02905-3628 | RI | 2005-08 | $85,119 |
| 5 | Families Reaching Into Each New Day Inc, Friends Way | 249 Roosevelt Avenue, Pawtucket, RI 02860-2134 | RI | 1999-07 | $6,997 |
| 6 | Family Promise Of Newport County | PO BOX 4826, Middletown, RI 02842-0826 | RI | 2002-11 | $20,208 |
| 7 | Family Resources Community Action | 245 Main St, Woonsocket, RI 02895-3123 | RI | 1944-10 | $7,834,282 |
| 8 | Family Service Of Rhode Island Inc | 134 Thurbers Ave, Providence, RI 02905-4754 | RI | 1935-01 | $58,100,412 |
| 9 | Family Service Realty Holding Corp | PO BOX 6688, Providence, RI 02940-6688 | RI | 1994-05 | $84,003 |
| 10 | Family Service Society Of Pawtucket And Vicinity Inc | 249 Roosevelt Ave, Pawtucket, RI 02860-2134 | RI | 1958-06 | $549,145 |
| 11 | Fannie August Charitable Trust 10221-00-04, Baybank Harvard Trust Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $179,819 | |
| 12 | Fannie E Forbes Trust U/Agr B/O Westboro High School | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-01 | $103,393 |
| 13 | Rhode Island Youth Theatre | 2170 Tower Hill Rd, Saunderstown, RI 02874-2805 | RI | 2002-11 | $148,276 |
| 14 | Farm Fresh Rhode Island | 1005 Main St Unit 8130, Pawtucket, RI 02860-7813 | RI | 2007-09 | $1,572,302 |
| 15 | Farview Inc | Box J, Providence, RI 02912-0001 | RI | 1986-05 | $980,672 |
| 16 | Fast Sailing Foundation Inc | PO BOX 3404, Newport, RI 02840-0991 | RI | 2007-05 | $113,724 |
| 17 | Father Joseph Boehr Columbian Club Inc | 28 Fish Rd, Tiverton, RI 02878-3606 | RI | 1986-11 | $120,888 |
| 18 | Faxton St Lukes Healthcare T U W Leary | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-10 | $1,121,449 |
| 19 | Fb Hazard General Charity Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,335,670 |
| 20 | Fbo Gladys Reynolds@savoie Et Als U/Indenture Of Trust Dated January, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-09 | $488,052 |
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