Elizabeth R Stevens Trust 1-2543 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 R Stevens Trust 1-2543 | |
| Employer Identification Number (EIN) | 046008395 |
| Name of Organization | Elizabeth R Stevens Trust 1-2543 |
| In Care of Name | Bankboston N A |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 09/2014 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $7,393,629 |
| Amount of Income | $2,466,163 |
| Form 990 Revenue Amount | $182,989 |
Non-representatives - add comments:
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 | $182,989 | $269,487 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $269,487 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $440,073 | $32,128 | $0 | $395,628 |
| Compensation of officers, directors, trustees, etc. | $47,285 | |||
| Total operating and administrative expenses | $64,809 | $32,128 | $20,364 | |
| Contributions, gifts, grants paid | $375,264 | |||
| Excess of revenue over expenses and disbursements | $-257,084 | |||
| Net investment income | $237,359 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $7,659,944 | $7,819,936 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $5,992,157 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,667,787 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $7,659,944 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-86,498 |
| 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 | $2,374 |
| Total credits and payments | $7,600 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $7,600 |
| 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 | $5,226 |
| Amount to be credited to 2013 estimated tax | $1,188 |
| 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 | $7,661,501 |
| Net value of noncharitable-use assets | $7,546,580 |
| Minimum investment return | $377,329 |
| Distributable Amount (for 2012) | |
| Distributable amount | $374,955 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $374,955 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $354,196 |
| 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 | Educational Advocates Of Ri Inc | 215 Washington St, West Warwick, RI 02893-5017 | RI | 2009-07 | $58,994 |
| 2 | Edward King House Senior Center Inc | 35 King St, Newport, RI 02840-3595 | RI | 1976-10 | $182,693 |
| 3 | Edward Miller Est Residue Cotr Uw 323-306148840 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,110,801 |
| 4 | Edwin J Castle Trust No3 1-00714-5 | PO BOX 1802, Providence, RI 02901-1802 | RI | $449,258 | |
| 5 | Ejmp Fund For Philanthropy | Weetamoe 2 Rovensky Avenue, Newport, RI 02840 | RI | 2008-07 | $4,295,276 |
| 6 | Eugene B Neville Tr 0922079, Chicago Trust Company | PO BOX 1802, Providence, RI 02901-1802 | RI | $197,806 | |
| 7 | Fanny Putnam Trust U Will | PO BOX 1802, Providence, RI 02901-1802 | RI | $299,828 | |
| 8 | Florence Deneen Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-12 | $297,100 |
| 9 | Elizabeth Gammell Tr Uw 2 0302 Fbo Arthur A Gammell Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $93,237 | |
| 10 | Elizabeth Q Huntington 44 Ui Trust 13145305, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $378,947 | |
| 11 | Elizabeth R Stevens Trust 1-2543 | PO BOX 1802, Providence, RI 02901-1802 | RI | $2,466,163 | |
| 12 | Elizabeth Tannatt Buffum Ua 3-15090-03 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-07 | $663,701 |
| 13 | Emma L Borden Tr Ud 3 1298 | PO BOX 1802, Providence, RI 02901-1802 | RI | $76,272 | |
| 14 | Episcopal Diocese Trust 06711006 Uw Ajc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,086,776 |
| 15 | Ernest E Burbage Jr Ta | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,700,312 | |
| 16 | Eugene B Hamilton Tr Uw Par 8th Nect, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1978-08 | $97,078 |
| 17 | Eugene B Hamilton Tr Uwa, Bank Of America | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-12 | $152,345 |
| 18 | Expressive Therapies Center Inc | 852 Hope St, Providence, RI 02906-3743 | RI | 1986-04 | $32,818 |
| 19 | Fall Classic Association | 50 Holden St, Providence, RI 02908-5757 | RI | 2011-02 | $2 |
| 20 | Fraternal Order Of Police, Rhode Island State Lodge | 95 Tanner Ave, Warwick, RI 02886-4510 | RI | 1952-10 | $99,372 |
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