Elizabeth M Burt Trust U-Art 16 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 M Burt Trust U-Art 16 | |
| Employer Identification Number (EIN) | 066052373 |
| Name of Organization | Elizabeth M Burt Trust U-Art 16 |
| In Care of Name | Fleet National Bank Ttee |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $10,737,890 |
| Amount of Income | $9,545,679 |
| Form 990 Revenue Amount | $636,938 |
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 | $715,378 | $737,399 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $237,051 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-7,121 | |||
| Other | $485,448 | |||
| Total expenses and disbursements | $535,706 | $59,575 | $0 | $468,376 |
| Compensation of officers, directors, trustees, etc. | $73,070 | |||
| Total operating and administrative expenses | $98,702 | $59,575 | $31,372 | |
| Contributions, gifts, grants paid | $437,004 | |||
| Excess of revenue over expenses and disbursements | $179,672 | |||
| Net investment income | $677,824 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $9,762,492 | $9,676,908 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $9,497,265 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $215,056 | |
| Other | $50,171 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $9,762,492 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $485,448 |
| 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 | $6,778 |
| Total credits and payments | $12,400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $12,400 |
| 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 | $0 |
| Overpayment | $5,622 |
| Amount to be credited to 2013 estimated tax | $5,622 |
| 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? | Yes |
| 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 | $9,349,137 |
| Net value of noncharitable-use assets | $9,208,900 |
| Minimum investment return | $460,445 |
| Distributable Amount (for 2012) | |
| Distributable amount | $453,527 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $453,527 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $112,845 |
| 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 F Upton Trust Ua N C P E C Ny City 124-1389907010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $44,315 | |
| 2 | Elizabeth Grant Trust 114890 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-10 | $93,062 |
| 3 | Elizabeth Hicks Tr Uw Art 22 14-304607340 | PO BOX 6767, Providence, RI 02940-6767 | RI | 1977-02 | $476,996 |
| 4 | Elizabeth Higginson Weeden Home For Indigent And Infirm Females, I | 11 Walnut St, Pawtucket, RI 02860-3238 | RI | 1959-11 | $264,537 |
| 5 | Elizabeth I Casey Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1980-02 | $485,809 |
| 6 | Elizabeth J Johnson Pawtucket History Research Center | 30 Fruit St, Pawtucket, RI 02860-4304 | RI | 2002-01 | $50,948 |
| 7 | Elizabeth Kirk Trust Uw 092959 C4255 Fbo Eight Charities | PO BOX 1802, Providence, RI 02901-1802 | RI | $504,843 | |
| 8 | Elizabeth L Rowan Trust Uw Fbo, Clinton Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | $94,296 | |
| 9 | Elizabeth L Sluyter Mem Fund Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1934-11 | $120,271 |
| 10 | Elizabeth M Bennet Tr Uw 063504 Conn Bk & Tr Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-09 | $63,818 |
| 11 | Elizabeth M Burt Trust U-Art 16 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $9,545,679 |
| 12 | Elizabeth M Leadbetter Trust Cl 9, Fleet Bank Of Maine | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $205,075 |
| 13 | Elizabeth Means Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-09 | $743,388 |
| 14 | E P Binney Charitable Fnd | PO BOX 1802, Providence, RI 02901-1802 | RI | 1963-08 | $2,069,180 |
| 15 | Elizabeth Pryde Trust Uw John & Elizabeth Scholarship Fund Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-10 | $100,896 |
| 16 | Elizabeth Q Morgan Trust 14 4033860070 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-08 | $389,051 |
| 17 | Elizabeth R Mackie Trust Fbo Presbyterian Church 2-5907 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-09 | $74,052 |
| 18 | Elizabeth R Vaughan Tr Uw T03246 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $95,222 |
| 19 | Elizabeth Smith Tr Uw 1 16530 03 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-06 | $68,063 |
| 20 | Elizabeth W Hoffman Memorial Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-12 | $28 |
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