Marguerite Clickner Charitable Tr, Fleet Investment Services in Providence, Rhode Island (RI)

Organization representatives - add corrected or new information about Marguerite Clickner Charitable Tr, Fleet Investment Services »

Non-representatives - add comments about Marguerite Clickner Charitable Tr, Fleet Investment Services»

Marguerite Clickner Charitable Tr, Fleet Investment Services
Employer Identification Number (EIN)166335423
Name of OrganizationMarguerite Clickner Charitable Tr
Secondary NameFleet Investment Services
In Care of NameCharitable Tax Dept
AddressPO BOX 1802, Providence, RI 02901-1802
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date03/1991
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period09/2014
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$590,734
Amount of Income$222,428
Form 990 Revenue Amount$37,082


Non-representatives - add comments:


CAPTCHA

Your IP address 54.166.169.23 will be logged.

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$40,811$40,833$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$13,797
Gross rents$0
Gross sales price for all assets$208,631
Gross profit from sales of goods$0
Other income$0
Other$27,014
Total expenses and disbursements$36,918$5,335$0$31,162
Compensation of officers, directors, trustees, etc.$7,806
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$1,250
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$10,228$5,335$4,472
Contributions, gifts, grants paid$26,690
Excess of revenue over expenses and disbursements$3,893
Net investment income$35,498
Adjusted net income$0
Balance Sheets
201220132014
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$575,648$610,777$599,407$624,133$590,734$637,515
Cash - non-interest-bearing$0$0$0
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$556,460$525,830$575,519
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$0$54,778$0
Other assets$0$0$0
Total liabilities$0$0$1
Mortgages and other notes payable$0$0$0
Other liabilities$0$0$0
Total liabilities and net assets/fund balances$575,648$599,407$590,734
Capital Gains and Losses for Tax on Investment Income
201220132014
Capital gain net income$22,008$55,755$27,014
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201220132014
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$655$688$710
Total credits and payments$900$695$710
Current year estimated tax payments and previous year's overpayment credited to current year$900$695$710
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$0$0$0
Overpayment$245$7$0
Amount to be credited to next year's estimated tax$245$7$0
Statements Regarding Activities
201220132014
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201220132014
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNoNo
Minimum Investment Return
201220132014
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$584,089$612,139$637,674
Net value of noncharitable-use assets$575,328$602,957$628,109
Minimum investment return$28,766$30,148$31,405
Distributable Amount
201220132014
Distributable amount$28,111$29,460$30,695
Undistributed Income
201220132014
Distributable amount for this year$28,111$29,460$30,695
Undistributed income for this year. This amount must be distributed in the next year$17,359$4,845$4,378
Private Operating Foundations (for 2011 - 2014)
2014201320122011Total
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
Supplementary Information (for 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$13,797$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Marguerite Clickner Charitable Tr, Fleet Investment Services to others? (optional)
  
Add photo of Marguerite Clickner Charitable Tr, Fleet Investment Services (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Rhode Island
IdNameAddressStateEstablishedTotal Income
1Margaret Mayhall Moore Foundation114 W 47th St Ny8-11, Providence, RI 02901RI1998-01$123,360
2Margaret Reaney Memorial LibraryPO BOX 1802, Providence, RI 02901-1802RI$14,411
3Margaret Reany Memorial Library TrustPO BOX 1802, Providence, RI 02901-1802RI1972-09$100
4Margaret Ruth Pomeroy Hamlin TrustPO BOX 1802, Providence, RI 02901-1802RI$79,373
5Margaret Stearns Trust Uo 2 0767 Fbo Arnolds Mills Community HousePO BOX 1802, Providence, RI 02901-1802RI1980-06$368,879
6Margaret Swope Trust 2200183003, First Valley BankPO BOX 1802, Providence, RI 02901-1802RI$57,164
7Margaretha W Hobbs Trust A4b Uw 12519906 NectPO BOX 1802, Providence, RI 02901-1802RI1970-12$737,897
8Margarette E Pickett Tr Ua Fbo Diamond Hill Methodist ChurchPO BOX 1802, Providence, RI 02901-1802RI$124,075
9Margery K Hayden Test Trust Uw 30-10898 Fbo City Of Waterbury HayPO BOX 1802, Providence, RI 02901-1802RI1976-10$36,137
10Marguerite C Hawthorne Charities Tr Uw 01-18-91 334447PO BOX 1802, Providence, RI 02901-1802RI1992-03$4,499,002
11Marguerite Clickner Charitable Tr, Fleet Investment ServicesPO BOX 1802, Providence, RI 02901-1802RI1991-03$222,428
12Marguerite Magraw TrustPO BOX 1802, Providence, RI 02901-1802RI1975-11$1,404,084
13Marguerite Traphagen FoundationPO BOX 1802, Providence, RI 02901-1802RI1995-05$65,783
14Maria Goodhue Trust 136 1003730, Fleet National BankPO BOX 1802, Providence, RI 02901-1802RI$40,055
15Marian Schwartz Family Foundation Trust40 Minnesota Ave, Warwick, RI 02888-6011RI1987-06$14,633
16Mariann Hundahl Appley FoundationPO BOX 1802, Providence, RI 02901-1802RI1998-10$13
17Marie Ann Federowski U Art 18PO BOX 1802, Providence, RI 02901-1802RI1989-03$78,064
18Marie B Andrews Trust Uw Bankeast Trust Co TrPO BOX 1802, Providence, RI 02901-1802RI$528,025
19Marie M Baratte 83 Ua 323 13513304PO BOX 1802, Providence, RI 02901-1802RI2011-06$163,158
20Marietta L Edgerton Memorial TrPO BOX 1802, Providence, RI 02901-1802RI2011-03$1,754,870

faqs.org is not associated with, endorsed by, or sponsored by Marguerite Clickner Charitable Tr, Fleet Investment Services and has no official or unofficial affiliation with Marguerite Clickner Charitable Tr, Fleet Investment Services