Tr U/W Wallace H Deane 20-00-11870 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
| Tr U/W Wallace H Deane 20-00-11870 | |
| Employer Identification Number (EIN) | 046019026 |
| Name of Organization | Tr U/W Wallace H Deane 20-00-11870 |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Other school related activities |
| Subsection | Charitable Organization |
| Ruling Date | 12/1953 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| 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 | $376,222 |
| Amount of Income | $359,154 |
| Form 990 Revenue Amount | $25,365 |
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 | $28,791 | $28,791 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,516 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-38 | |||
| Other | $20,313 | |||
| Total expenses and disbursements | $18,780 | $3,199 | $0 | $14,860 |
| Compensation of officers, directors, trustees, etc. | $4,901 | |||
| Total operating and administrative expenses | $6,910 | $3,199 | $2,990 | |
| Contributions, gifts, grants paid | $11,870 | |||
| Excess of revenue over expenses and disbursements | $10,011 | |||
| Net investment income | $25,592 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $359,710 | $366,393 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $349,725 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $9,985 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $359,710 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $20,313 |
| 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 | $512 |
| Total credits and payments | $500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $500 |
| 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 | $12 |
| 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 | $357,670 |
| Net value of noncharitable-use assets | $352,300 |
| Minimum investment return | $17,615 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17,103 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17,103 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $7,359 |
| 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 | Touro Synagogue Foundation, Society Of Friends Of Touro Synagog | 85 Touro St, Newport, RI 02840-2969 | RI | 1955-09 | $283,726 |
| 2 | Town Of Lincoln Housing Authority | 10 Franklin Street, Lincoln, RI 02865-2049 | RI | 2005-08 | $2,693,157 |
| 3 | Town Of West Hartford C F Norway Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-12 | $161,703 |
| 4 | Townsend Aid For The Aged | PO BOX 1802, Providence, RI 02901-1802 | RI | 1943-12 | $2,168,342 |
| 5 | Townsend Palmer Tr Uw Palmer Sch Fd 1258508010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,423,319 | |
| 6 | Tr U W Esther G Eakle Nationsbank Na, Nationsbank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-11 | $536,532 |
| 7 | Tr U W Mary M Coes Char Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,675,758 | |
| 8 | Tr U/W Clara Endicott Sears | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-10 | $3,182,503 |
| 9 | Tr U/W Helen C S Botsford | PO BOX 1802, Providence, RI 02901-1802 | RI | 1968-02 | $159,474 |
| 10 | Tr U/W Herbert A Chase | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-09 | $433,098 |
| 11 | Tr U/W Wallace H Deane 20-00-11870 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1953-12 | $359,154 |
| 12 | Tr U/W William J Finn For John & Mary Finn Memorial Trust Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-11 | $39,687 |
| 13 | Tr Ua Crafton Raynar Browne, Equitable Trust Company | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-01 | $97,648 |
| 14 | Tr Ua Doris Frick Ac 54-1151234008 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-01 | $3,771,038 |
| 15 | Dr Albert O Raymond Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-04 | $137,337 |
| 16 | Tr Ua Lydia Clark Gbc | PO BOX 1802, Providence, RI 02901-1802 | RI | $22,623 | |
| 17 | Tr Ua M R Hall Fbo Charity34750067 | PO BOX 1802, Providence, RI 02901-1802 | RI | $393,599 | |
| 18 | Tuw Albert W Dowling | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-08 | $120,755 |
| 19 | Tr Uw Alice L Carlisle For Children Of Town Of Goshen | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,699,789 |
| 20 | Tr Uw C S Weed Bo Stfd Hosp 01001610, Fleet Bank Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $124,341 |
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