Julian Decordova Trust Ua 12 & 13 Bank Of New England N A 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
- Organizations performing similar types of work
| Julian Decordova Trust Ua 12 & 13 Bank Of New England N A | |
| Employer Identification Number (EIN) | 046315174 |
| Name of Organization | Julian Decordova Trust Ua 12 & 13 Bank Of New England N A |
| In Care of Name | Bank Of New England Na |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1983 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,402,195 |
| Amount of Income | $2,376,214 |
| Form 990 Revenue Amount | $594,153 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2013: $2,376,214 (it was $3,545,992 in 2012)
| Julian Decordova Trust Ua 12 & 13 Bank Of New England N A: | $2,376,214 |
| Other organizations performing similar types of work: | $202,431 |
Assets in 2013: $6,402,195 (it was $6,402,471 in 2012)
| This organization: | $6,402,195 |
| Other organizations performing similar types of work: | $442,684 |
Expenses in 2012: $390,910
| This organization: | $390,910 |
| Other organizations performing similar types of work: | $108,984 |
Income to expenses ratio in 2012: 6.1
| Julian Decordova Trust Ua 12 & 13 Bank Of New England N A: | 6.1 |
| Other organizations performing similar types of work: | 3.4 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 35.8% |
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 | $328,293 | $327,857 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $161,649 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $166,644 | |||
| Total expenses and disbursements | $390,910 | $28,999 | $0 | $342,263 |
| Compensation of officers, directors, trustees, etc. | $45,552 | |||
| Total operating and administrative expenses | $68,318 | $28,999 | $19,671 | |
| Contributions, gifts, grants paid | $322,592 | |||
| Excess of revenue over expenses and disbursements | $-62,617 | |||
| Net investment income | $298,858 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,402,471 | $6,954,477 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $6,099,276 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $303,195 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $6,402,471 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $166,644 |
| 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 | $5,977 |
| Total credits and payments | $11,400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $11,400 |
| 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 | $5,423 |
| Amount to be credited to 2013 estimated tax | $5,423 |
| 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 | $6,908,039 |
| Net value of noncharitable-use assets | $6,804,420 |
| Minimum investment return | $340,221 |
| Distributable Amount (for 2012) | |
| Distributable amount | $334,244 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $334,244 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Uss Saratoga Museum Foundation Inc | 37 Cathedral Ave, Providence, RI 02908-1901 | RI | 1994-09 | $117,973 |
| 2 | Cincinnati Museums Foundation | 1301 Western Ave, Cincinnati, OH 45203-1138 | OH | 2011-06 | $7,392,279 |
| 3 | Air Zoo Legacy Foundation | 6151 Portage Rd, Portage, MI 49002-3003 | MI | 2009-04 | $2,720,942 |
| 4 | Julian Decordova Trust Ua 12 & 13 Bank Of New England N A | PO BOX 1802, Providence, RI 02901-1802 | RI | 1983-01 | $2,376,214 |
| 5 | Seattle Art Museum Foundation | 1300 1st Ave, Seattle, WA 98101-2003 | WA | 1993-04 | $2,239,857 |
| 6 | U S Space & Rocket Center Foundation | 1 Tranquility Base, Huntsville, AL 35805-3371 | AL | 2002-03 | $2,022,595 |
| 7 | Soldiers And Sailors Memorial Hall And Museum Trust Inc | 4141 5th Ave, Pittsburgh, PA 15213-3547 | PA | 1999-06 | $1,865,192 |
| 8 | San Antonio Public Library Foundation | 625 Shook Ave, San Antonio, TX 78212-5343 | TX | 1983-11 | $1,754,298 |
| 9 | The Conservancy For The Parthenon And Centennial Park | PO BOX 196340, Nashville, TN 37219-6340 | TN | 1985-06 | $1,118,578 |
| 10 | Sir John Soanes Museum Foundation | 1040 1st Ave, New York, NY 10022-2991 | NY | 1991-10 | $990,553 |
| 11 | Sci-Port Foundation | 820 Clyde Fant Pkwy, Shreveport, LA 71101-3667 | LA | 2001-08 | $940,053 |
| 12 | South Carolina State Museum Foundation | 301 Gervais Street Loading Zone D, Columbia, SC 29201 | SC | 1981-09 | $684,840 |
| 13 | Robert Brady Museum Foundation | 1326 Albany St Apt 2, Abilene, TX 79605-5069 | TX | 2010-12 | $644,211 |
| 14 | The Morris Museum Foundation Inc | 6 Normandy Heights Rd, Morristown, NJ 07960-4612 | NJ | 1992-02 | $577,995 |
| 15 | Saginaw Valley Naval Ship Museum Committee | 1680 Martin St, Bay City, MI 48706-4091 | MI | 1997-06 | $519,354 |
| 16 | The Kentuck Museum Association Inc | 503 Main Ave, Northport, AL 35476-4483 | AL | 1985-06 | $483,757 |
| 17 | Tybee Island Marine Science Foundation Inc | PO BOX 1879, Tybee Island, GA 31328-1879 | GA | 1995-12 | $459,585 |
| 18 | Ybor City Museum Society Inc | PO BOX 5421, Tampa, FL 33675-5421 | FL | 1983-12 | $342,963 |
| 19 | Horace A Moses Tr Fbo Smith Art Museum | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $140,278 |
| 20 | Horace A Moses Tr Fbo Valley Hist Museum | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $87,767 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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