Charles G Woodward Tr Uw in Providence, Rhode Island (RI)

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Charles G Woodward Tr Uw
Employer Identification Number (EIN)066031300
Name of OrganizationCharles G Woodward Tr Uw
In Care of NameFleet Private Clients Group
AddressPO BOX 1802, Providence, RI 02901-1802
Activities4947(a)(2) trust
Subsection4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date12/1970
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationTrust
Exempt Organization StatusTrust described in section 4947(a)(2) of the IR Code
Tax Period12/2011
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$25,695,304
Amount of Income$5,485,181
Form 990 Revenue Amount$1,138,382


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Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$1,138,382$1,128,581$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$1,042,544
Gross rents$0
Gross profit from sales of goods$0
Other income$1,641
Other$94,197
Total expenses and disbursements$1,199,853$101,828$0$1,068,554
Compensation of officers, directors, trustees, etc.$150,388
Total operating and administrative expenses$192,564$101,828$61,265
Contributions, gifts, grants paid$1,007,289
Excess of revenue over expenses and disbursements$-61,471
Net investment income$1,026,753
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$25,695,304$29,249,727
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$25,119,506
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$575,798
Total liabilities$0
Total liabilities and net assets/fund balances$25,695,304
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$94,197
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$20,535
Total credits and payments$22,169
2011 estimated tax payments and 2010 overpayment credited to 2011$22,169
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
Overpayment$1,634
Amount to be credited to 2012 estimated tax$1,634
Statements Regarding Activities (for 2011)
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$29,392,863
Net value of noncharitable-use assets$28,951,980
Minimum investment return$1,447,599
Distributable Amount (for 2011)
Distributable amount$1,427,064
Undistributed Income (for 2011)
Distributable amount for 2011$1,427,064
Undistributed income for 2011. This amount must be distributed in 2012$748,623
Private Operating Foundations (for 2011)
2011201020092008Total
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
IdNameAddressStateEstablishedTotal Income
1Charles F Barth Fbo St Georges Episcopal ChurchPO BOX 1802, Providence, RI 02901-1802RI1946-07$2,364,047
2Charles F Barth Fbo St Pauls Episcopal ChurchPO BOX 1802, Providence, RI 02901-1802RI1947-06$64,215
3Charles F Barth Fbo Whaley Memorial FoundationPO BOX 1802, Providence, RI 02901-1802RI1972-11$631,932
4Charles F Coleman Trust T-517k Ud Durfee Attleboro BankPO BOX 1802, Providence, RI 02901-1802RI1977-10$39,683
5Charles F Coleman Trust U D Durfee Attleboro BankPO BOX 1802, Providence, RI 02901-1802RI1977-10$63,006
6Charles F Smith Trust Fbo 33-01547-000, St Marks Of New BritainPO BOX 1802, Providence, RI 02901-1802RI1970-12$3,108,488
7Whiting Charles F Ttee Uw, Fleet National BankPO BOX 1802, Providence, RI 02901-1802RI2005-08$74,335
8Charles F Williams Estate TrPO BOX 1802, Providence, RI 02901-1802RI1970-12$140,900
9Charles G Diament Tr Uw Dtd 41533, Brick Church TrustPO BOX 1802, Providence, RI 02901-1802RI$79,907
10Charles G Sandman Trust NectPO BOX 1802, Providence, RI 02901-1802RI1994-01$158,824
11Charles G Woodward Tr UwPO BOX 1802, Providence, RI 02901-1802RI1970-12$5,485,181
12Charles H Bond Trust 1-0225-1PO BOX 1802, Providence, RI 02901-1802RI1970-12$864,023
13Charles H Jackman TrustPO BOX 1802, Providence, RI 02901-1802RI1967-12$1,586,859
14Charles H Lane Christmas FundPO BOX 1802, Providence, RI 02901-1802RI1947-04$6,873
15Charles H Mulligan Testamentary Trust Nect 20-00-12222-0PO BOX 1802, Providence, RI 02901-1802RI1970-12$80,888
16Charles H Pearson TrustPO BOX 1802, Providence, RI 02901-1802RI1970-12$3,895,509
17Charles J Parker Trust Fbo Klingberg FamilyPO BOX 1802, Providence, RI 02901-1802RI1974-08$232,806
18Charles J Spaid Trust 40 00 0215 0 NectPO BOX 1802, Providence, RI 02901-1802RI1970-12$311,985
19Charles L Beach Trust Uw For Louise Crombie Beach Memorial Fund, EPO BOX 1802, Providence, RI 02901-1802RI1945-06$325,625
20Charles L GilbertPO BOX 1802, Providence, RI 02901-1802RI$15,261

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