Leirion H Appleton Tr Ua 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
| Leirion H Appleton Tr Ua | |
| Employer Identification Number (EIN) | 046087279 |
| Name of Organization | Leirion H Appleton Tr Ua |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | 4947(a)(2) trust |
| 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 | 10/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $491,810 |
| Amount of Income | $269,093 |
| Form 990 Revenue Amount | $33,417 |
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 | $32,068 | $32,068 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,270 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-434 | |||
| Other | $20,232 | |||
| Total expenses and disbursements | $24,659 | $4,134 | $0 | $19,435 |
| Compensation of officers, directors, trustees, etc. | $6,273 | |||
| Total operating and administrative expenses | $8,613 | $4,134 | $3,389 | |
| Contributions, gifts, grants paid | $16,046 | |||
| Excess of revenue over expenses and disbursements | $7,409 | |||
| Net investment income | $27,934 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $484,117 | $491,168 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $465,833 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $18,284 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $484,117 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $20,232 |
| 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 | $559 |
| Total credits and payments | $600 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $600 |
| 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 | $41 |
| Amount to be credited to 2013 estimated tax | $41 |
| 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 | $476,662 |
| Net value of noncharitable-use assets | $469,520 |
| Minimum investment return | $23,476 |
| Distributable Amount (for 2012) | |
| Distributable amount | $22,917 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $22,917 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $13,130 |
| 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 | Lawrence W Wilson Trust Ua 125-01005350 | PO BOX 1802, Providence, RI 02901-1802 | RI | $103,889 | |
| 2 | Lb & Pj Harney Scholarship Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1988-11 | $247,136 |
| 3 | Le Club Par-X | 36 Stanley Ave, Woonsocket, RI 02895-3420 | RI | 1999-09 | $77,314 |
| 4 | Le Club Par-X Auxiliary | PO BOX 1573, Woonsocket, RI 02895-0850 | RI | 2004-05 | $4,787 |
| 5 | Leadership Rhode Island Educational Foundation | 1570 Westminster Street Floor 1, Providence, RI 02909-1805 | RI | 1985-01 | $464,496 |
| 6 | Learning Community Charter School Inc | 21 Lincoln Ave, Central Falls, RI 02863-2012 | RI | 2005-06 | $10,246,823 |
| 7 | Leasing Exchange Inc | 1 Financial Plz, Providence, RI 02903-2448 | RI | 2001-04 | $41,968 |
| 8 | Lebanese Hertitage Foundation Of Rhode Island | PO BOX 19724, Johnston, RI 02919-0724 | RI | 2002-09 | $31,395 |
| 9 | Leida E Leighton Trust 21076, Avon Presbyterian Church U W Et Al | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-05 | $116,212 |
| 10 | Leila C Hunter Tr U/W | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-11 | $6,526,517 |
| 11 | Leirion H Appleton Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | $269,093 | |
| 12 | Leland E Roaf Ab Uw Ac 12801106 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-03 | $117,554 |
| 13 | Lelia M Forster Trust 5071-00-3 Fbo Animal Rescue League, Maine National Bank Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $59,790 | |
| 14 | Lena Benas Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-05 | $265,631 |
| 15 | Lend A Hand Therapeutic Riding Foundation | 151 Laten Knight Rd, Cranston, RI 02921-3216 | RI | 2007-11 | $177,691 |
| 16 | Leo R Tanguay Apartments Inc | PO BOX 1700, Woonsocket, RI 02895-0856 | RI | 1991-05 | $103,498 |
| 17 | Tr Ua Leo T Rock | PO BOX 1802, Providence, RI 02901-1802 | RI | $302,057 | |
| 18 | Leon M & Hazel E Fitch Trust Fbo Cheshire Health Foundation | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1988-11 | $707,486 |
| 19 | Leon M & Hazel E Fitch Trust Fbo Elliot Hospital 3035010323 | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1989-02 | $725,589 |
| 20 | Leon P Widger Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-05 | $126,202 |
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