Godfrey F Klein Trust, Fleet Bank Nh 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
| Godfrey F Klein Trust, Fleet Bank Nh | |
| Employer Identification Number (EIN) | 026051956 |
| Name of Organization | Godfrey F Klein Trust |
| Secondary Name | Fleet Bank Nh |
| In Care of Name | Fleet Trust Company |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations, Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 03/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $729,315 |
| Amount of Income | $712,098 |
| Form 990 Revenue Amount | $64,207 |
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 | $54,299 | $54,299 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $17,572 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-51 | |||
| Other | $36,778 | |||
| Total expenses and disbursements | $36,388 | $6,158 | $0 | $28,934 |
| Compensation of officers, directors, trustees, etc. | $9,627 | |||
| Total operating and administrative expenses | $12,804 | $6,158 | $5,350 | |
| Contributions, gifts, grants paid | $23,584 | |||
| Excess of revenue over expenses and disbursements | $17,911 | |||
| Net investment income | $48,141 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $665,277 | $713,807 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $648,016 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $17,261 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $665,277 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $36,778 |
| 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 | $963 |
| Total credits and payments | $1,160 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,160 |
| 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 |
| Tax due | $0 |
| Overpayment | $197 |
| Amount to be credited to 2013 estimated tax | $197 |
| 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 | $705,192 |
| Net value of noncharitable-use assets | $694,620 |
| Minimum investment return | $34,731 |
| Distributable Amount (for 2012) | |
| Distributable amount | $33,768 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $33,768 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $12,567 |
| 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 | Gladys F Wilde Trust 1-6834-0 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-12 | $848,134 |
| 2 | Gladys K Moulthrop Tr Uw Fbo Salvation Army | PO BOX 1802, Providence, RI 02901-1802 | RI | $53,580 | |
| 3 | Glenn W Owens 2911, Equitable Trust Co Trustee | PO BOX 1802, Providence, RI 02901-1802 | RI | $46,602 | |
| 4 | Glenwood Cemetery Co Inc | C/O Phyllis Desalvo 112 Pine Glen D, East Greenwich, RI 02818 | RI | 1947-02 | $249,581 |
| 5 | Glocester Heritage Society | PO BOX 269, Chepachet, RI 02814-0269 | RI | 1973-09 | $16,223 |
| 6 | Glocester Housing Authority Laurel Crest | 64 Chestnut Hill Rd, Chepachet, RI 02814-1976 | RI | $451,870 | |
| 7 | Glocester Manton Free Public Library | PO BOX C, Chepachet, RI 02814-0703 | RI | 1989-04 | $185,750 |
| 8 | Gloria Dei Evangelical Lutheran Church Enrichment Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1992-08 | $336,786 |
| 9 | Gloria Dei Step Up Center | 15 Hayes St, Providence, RI 02908-5007 | RI | 2008-02 | $43,961 |
| 10 | Gloria Gemma Breast Cancer Resource Foundation | 1 Wellington Rd, Lincoln, RI 02865-4411 | RI | 2005-01 | $1,430,757 |
| 11 | Godfrey F Klein Trust, Fleet Bank Nh | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $712,098 |
| 12 | Goff Gathering Association Inc | 125 Mount Vernon Blvd, Pawtucket, RI 02861-3829 | RI | 1954-03 | $8,710 |
| 13 | Golf Course Managers Association Of Cape Cod | 36 Elisha Mathewson Rd, N Scituate, RI 02857-1143 | RI | 1988-11 | $117,291 |
| 14 | Button Hole | 1 Buttonhole Dr, Providence, RI 02909-5750 | RI | 1998-08 | $673,135 |
| 15 | Goodwill Industries Of Rhode Island, Goodwill Industries Of Ri | 100 Houghton St, Providence, RI 02904-1013 | RI | 1943-09 | $2,795,476 |
| 16 | Gordon School | 45 Maxfield Ave, E Providence, RI 02914-4226 | RI | 1944-12 | $13,583,256 |
| 17 | Grace B Ross Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $85,594 | |
| 18 | Grace C Jordan Trust U/I | PO BOX 1802, Providence, RI 02901-1802 | RI | 1979-09 | $3,112,477 |
| 19 | Grace C Stebbins 1977 Trust Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1978-06 | $769,179 |
| 20 | Grace C Stebbins Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-11 | $2,752,175 |
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