Elizabeth Smith Tr Uw 1 16530 03 in Providence, Rhode Island (RI)

Elizabeth Smith Tr Uw 1 16530 03
Employer Identification Number (EIN)	046033567
Name of Organization	Elizabeth Smith Tr Uw 1 16530 03
In Care of Name	Bank Of New England West Tax Dept
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	06/1976
Deductibility	Contributions are not deductible
Foundation	Private non-operating foundation
Exempt Organization Status	Trust described in section 4947(a)(2) of the IR Code
Tax Period	10/2014
Assets	$100,000 to $499,999
Income	$25,000 to $99,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$217,810
Amount of Income	$68,063
Form 990 Revenue Amount	$15,343

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$14,446	$14,446	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$5,656
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$-181
Other	$8,971
Total expenses and disbursements	$12,201	$2,161	$0	$9,858
Compensation of officers, directors, trustees, etc.	$3,320
Total operating and administrative expenses	$4,701	$2,161		$2,358
Contributions, gifts, grants paid	$7,500
Excess of revenue over expenses and disbursements	$2,245
Net investment income		$12,285
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$213,583	$221,251
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$203,428
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$0
Other	$10,155
Total liabilities	$0
Total liabilities and net assets/fund balances	$213,583

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$8,971
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	$246
Total credits and payments	$150
2012 estimated tax payments and 2011 overpayment credited to 2012	$150
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	$96
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	$217,322
Net value of noncharitable-use assets	$214,060
Minimum investment return	$10,703

Distributable Amount (for 2012)
Distributable amount	$10,457

Undistributed Income (for 2012)
Distributable amount for 2012	$10,457
Undistributed income for 2012. This amount must be distributed in 2013	$8,051

	2012	2011	2010	2009	Total
Private Operating Foundations (for 2012)
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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Id	Name	Address	State	Established	Total Income
Other organizations in Rhode Island
1	Elizabeth L Sluyter Mem Fund Trust	PO BOX 1802, Providence, RI 02901-1802	RI	1934-11	$120,271
2	Elizabeth M Bennet Tr Uw 063504 Conn Bk & Tr Co Tr	PO BOX 1802, Providence, RI 02901-1802	RI	1972-09	$63,818
3	Elizabeth M Burt Trust U-Art 16	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$9,545,679
4	Elizabeth M Leadbetter Trust Cl 9, Fleet Bank Of Maine	PO BOX 1802, Providence, RI 02901-1802	RI	1993-03	$205,075
5	Elizabeth Means Trust Uw	PO BOX 1802, Providence, RI 02901-1802	RI	1973-09	$743,388
6	E P Binney Charitable Fnd	PO BOX 1802, Providence, RI 02901-1802	RI	1963-08	$2,069,180
7	Elizabeth Pryde Trust Uw John & Elizabeth Scholarship Fund Nect	PO BOX 1802, Providence, RI 02901-1802	RI	1975-10	$100,896
8	Elizabeth Q Morgan Trust 14 4033860070	PO BOX 1802, Providence, RI 02901-1802	RI	2000-08	$389,051
9	Elizabeth R Mackie Trust Fbo Presbyterian Church 2-5907	PO BOX 1802, Providence, RI 02901-1802	RI	1977-09	$74,052
10	Elizabeth R Vaughan Tr Uw T03246	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$95,222
11	Elizabeth Smith Tr Uw 1 16530 03	PO BOX 1802, Providence, RI 02901-1802	RI	1976-06	$68,063
12	Elizabeth W Hoffman Memorial Tr	PO BOX 1802, Providence, RI 02901-1802	RI	1973-12	$28
13	Elizelizabeth A Osbornest Uw Fbo Conn Agric Exper Station 59 333156	PO BOX 1802, Providence, RI 02901-1802	RI		$401,122
14	Ella B Mckenney Trust 54 6100057630, Fbo Meth Epis Ch Etal	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$198,697
15	Ellen K Gardner Trust	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$6,556
16	Ellen L Pessolano Tr 6101259730	PO BOX 1802, Providence, RI 02901-1802	RI		$389,869
17	Ellen V Smith Trust 2-8398-006	PO BOX 1802, Providence, RI 02901-1802	RI	1993-03	$119,557
18	Ellery W Carpenter Charitable Remainder Unitrust	PO BOX 1802, Providence, RI 02901-1802	RI		$888,428
19	Elliot Health Wc Tr Ac 3030009844	10 Tripps Ln, Riverside, RI 02915-3014	RI	2001-11	$1,410,294
20	Elliot M Grover Trust	PO BOX 1802, Providence, RI 02901-1802	RI	1972-11	$105,477

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