Sidney F Jones Trust, 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
| Sidney F Jones Trust, Fleet National Bank | |
| Employer Identification Number (EIN) | 016033203 |
| Name of Organization | Sidney F Jones Trust |
| Secondary Name | Fleet National Bank |
| In Care of Name | Fleet Natl Bank A Bank Of Amer Co |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $321,685 |
| Amount of Income | $77,529 |
| Form 990 Revenue Amount | $24,296 |
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 | $23,780 | $23,780 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $7,614 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $8 | |||
| Other | $16,158 | |||
| Total expenses and disbursements | $16,881 | $2,657 | $0 | $14,008 |
| Compensation of officers, directors, trustees, etc. | $4,228 | |||
| Total operating and administrative expenses | $5,364 | $2,657 | $2,491 | |
| Contributions, gifts, grants paid | $11,517 | |||
| Excess of revenue over expenses and disbursements | $6,899 | |||
| Net investment income | $21,123 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $310,019 | $306,327 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $306,896 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $3,123 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $310,019 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $16,158 |
| 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 | $422 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $422 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $303,006 |
| Net value of noncharitable-use assets | $298,460 |
| Minimum investment return | $14,923 |
| Distributable Amount (for 2012) | |
| Distributable amount | $14,501 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $14,501 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,951 |
| 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 | Shalom Ii Housing Inc | 2 Shalom Drive, Warwick, RI 02886-1621 | RI | 1994-08 | $432,668 |
| 2 | Shaws Supermarkets Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1962-03 | $381,495 |
| 3 | Sher Lemon Swim Club Inc Mendon Road Cumberland Hill R I | PO BOX 55, Manville, RI 02838-0055 | RI | 1963-12 | $187,524 |
| 4 | Sheri And Donald R Sweitzer Foundation | 250 Major Potter Rd, Warwick, RI 02886-9547 | RI | 2004-12 | $19,394 |
| 5 | Sholes Charitable Foundation | 1375 Warwick Ave, Warwick, RI 02888-5066 | RI | 1968-04 | $7,724 |
| 6 | Shriners Of Rhode Island Charities Trust | 1 Rhodes Pl, Cranston, RI 02905-3326 | RI | 1993-01 | $7,626,542 |
| 7 | Shs Ventures Inc | 111 Brewster St, Pawtucket, RI 02860-4474 | RI | 2002-12 | $580,997 |
| 8 | Shurtleff Childrens Services Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1943-10 | $1,650,982 |
| 9 | Sidney A Kent Trust Fbo Kent Librar | PO BOX 1802, Providence, RI 02901-1802 | RI | 1942-09 | $66,850 |
| 10 | Sidney E W Clarke Tr Ui | PO BOX 1802, Providence, RI 02901-1802 | RI | 2005-08 | $402,833 |
| 11 | Sidney F Jones Trust, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $77,529 | |
| 12 | Sidney Webster Memorial Fund Tr 3-9328-00-0 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-01 | $38,157 |
| 13 | Sigma Alpha Epislon Fraternity, Rhode Island Alpha Chapter Building | 7 Heritage Cir, N Providence, RI 02904-3830 | RI | 2002-09 | $64,910 |
| 14 | Sigma Chi Frat Brown Univ Alumni Assn House Corp | PO BOX 603364, Providence, RI 02906-0764 | RI | 1985-02 | $350 |
| 15 | Sigma Delta Tau Society, Alpha Beta Chapter | PO BOX 5387, Wakefield, RI 02880-5387 | RI | 1947-04 | $80,071 |
| 16 | Sigma Kappa Sorority, Phi Chapter | 16 Fraternity Cir, Kingston, RI 02881-1102 | RI | 1943-01 | $57,537 |
| 17 | Sigma Phi Epsilon Fraternity Inc, Ri Beta | 34 Lower College Rd, Kingston, RI 02881-1308 | RI | 1941-01 | $382,484 |
| 18 | Sigma Pi Housing Corp Of Ri Inc | 34 Lower College Rd, Kingston, RI 02881-1308 | RI | 1984-05 | $400,628 |
| 19 | Co Tua Silva Family Schlrshp Fnd | PO BOX 1802, Providence, RI 02901-1802 | RI | 2009-04 | $51,000 |
| 20 | Silver Spring Golf Course Inc | 1001 Wampanoag Trl, Riverside, RI 02915-1298 | RI | 1982-09 | $95,646 |
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