Elizabeth I Casey Trust Uw 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
| Elizabeth I Casey Trust Uw | |
| Employer Identification Number (EIN) | 046435769 |
| Name of Organization | Elizabeth I Casey Trust Uw |
| In Care of Name | Arlington Trust Co Et Al Ttee |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Ruling Date | 02/1980 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| 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 | $480,697 |
| Amount of Income | $485,809 |
| Form 990 Revenue Amount | $-30,741 |
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 | $33,175 | $33,121 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,835 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $20,340 | |||
| Total expenses and disbursements | $21,935 | $3,935 | $0 | $17,785 |
| Compensation of officers, directors, trustees, etc. | $6,224 | |||
| Total operating and administrative expenses | $6,875 | $3,935 | $2,725 | |
| Contributions, gifts, grants paid | $15,060 | |||
| Excess of revenue over expenses and disbursements | $11,240 | |||
| Net investment income | $29,186 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $468,806 | $488,777 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $303,204 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $165,602 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $468,806 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $20,340 |
| 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 | $292 |
| Total credits and payments | $208 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $208 |
| 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 | $84 |
| 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 | $484,024 |
| Net value of noncharitable-use assets | $476,760 |
| Minimum investment return | $23,838 |
| Distributable Amount (for 2012) | |
| Distributable amount | $23,546 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $23,546 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $20,821 |
| 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 | Elizabeth Bishop Perkins Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1953-08 | $1,393,551 |
| 2 | Elizabeth Buffum Chace Center | PO BOX 9476, Warwick, RI 02889-0476 | RI | 1979-11 | $890,234 |
| 3 | Elizabeth C Cunha | 420 Union Ave, Cranston, RI 02909 | RI | 2009-01 | $234,144 |
| 4 | Elizabeth Carse Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,241,012 |
| 5 | Elizabeth D Ward Trust Uw 2 9273 00 1, Industrial Natl Bk Of Ri Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-04 | $230,177 |
| 6 | Elizabeth D Ward Trust Uw 2 9274 00 8 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-04 | $183,186 |
| 7 | Elizabeth F Upton Trust Ua N C P E C Ny City 124-1389907010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $44,315 | |
| 8 | Elizabeth Grant Trust 114890 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-10 | $93,062 |
| 9 | Elizabeth Hicks Tr Uw Art 22 14-304607340 | PO BOX 6767, Providence, RI 02940-6767 | RI | 1977-02 | $476,996 |
| 10 | Elizabeth Higginson Weeden Home For Indigent And Infirm Females, I | 11 Walnut St, Pawtucket, RI 02860-3238 | RI | 1959-11 | $264,537 |
| 11 | Elizabeth I Casey Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1980-02 | $485,809 |
| 12 | Elizabeth J Johnson Pawtucket History Research Center | 30 Fruit St, Pawtucket, RI 02860-4304 | RI | 2002-01 | $50,948 |
| 13 | Elizabeth Kirk Trust Uw 092959 C4255 Fbo Eight Charities | PO BOX 1802, Providence, RI 02901-1802 | RI | $504,843 | |
| 14 | Elizabeth L Rowan Trust Uw Fbo, Clinton Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | $94,296 | |
| 15 | Elizabeth L Sluyter Mem Fund Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1934-11 | $120,271 |
| 16 | Elizabeth M Bennet Tr Uw 063504 Conn Bk & Tr Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-09 | $63,818 |
| 17 | Elizabeth M Burt Trust U-Art 16 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $9,545,679 |
| 18 | Elizabeth M Leadbetter Trust Cl 9, Fleet Bank Of Maine | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $205,075 |
| 19 | Elizabeth Means Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-09 | $743,388 |
| 20 | E P Binney Charitable Fnd | PO BOX 1802, Providence, RI 02901-1802 | RI | 1963-08 | $2,069,180 |
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