Emma Tousant Trust Ua 3372, Fleet National Bank 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
| Emma Tousant Trust Ua 3372, Fleet National Bank | |
| Employer Identification Number (EIN) | 046197273 |
| Name of Organization | Emma Tousant Trust Ua 3372 |
| Secondary Name | Fleet National Bank |
| In Care of Name | Fleet National Bank |
| 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 | 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 | $295,571 |
| Amount of Income | $197,210 |
| Form 990 Revenue Amount | $-1,128 |
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 | $-1,318 | $5,238 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,266 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $14,364 | $2,239 | $0 | $12,034 |
| Compensation of officers, directors, trustees, etc. | $3,659 | |||
| Total operating and administrative expenses | $4,673 | $2,239 | $2,343 | |
| Contributions, gifts, grants paid | $9,691 | |||
| Excess of revenue over expenses and disbursements | $-15,682 | |||
| Net investment income | $2,999 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $273,884 | $301,547 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $253,779 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $8,918 | |
| Other | $11,187 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $273,884 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-6,584 |
| 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 | $60 |
| Total credits and payments | $64 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $64 |
| 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 | $4 |
| Amount to be credited to 2013 estimated tax | $4 |
| 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 | $296,139 |
| Net value of noncharitable-use assets | $291,700 |
| Minimum investment return | $14,585 |
| Distributable Amount (for 2012) | |
| Distributable amount | $14,525 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $14,525 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $5,920 |
| 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 | Emily F A Gill Trust 40 0000170 Shawmut First Bank & Trust Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $296,678 |
| 2 | Emily H Shumway Wdh Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $83,206 | |
| 3 | Emma B Fehrer Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $276,222 | |
| 4 | Emma B Lane Trust Uw 542014 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $169,835 |
| 5 | Emma E Fletcher Trust Uw 400-3056503 | PO BOX 1802, Providence, RI 02901-1802 | RI | $128,075 | |
| 6 | Emma F Makinson Trust C351 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-06 | $231,879 |
| 7 | Emma Fenner Ua 3-28-34 | PO BOX 1802, Providence, RI 02901-1802 | RI | $440,925 | |
| 8 | Emma L Borden Trust No 2, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $59,293 | |
| 9 | Emma L Borden Trust No 1 | PO BOX 1802, Providence, RI 02901-1802 | RI | $101,896 | |
| 10 | Emma S Brown Trust Of 031279 T15731 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1980-06 | $2,383,298 |
| 11 | Emma Tousant Trust Ua 3372, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $197,210 | |
| 12 | Emmanuel Episcopal Ch Ud 280921 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-10 | $223,410 |
| 13 | Emmanuel United Church C/O State Bank Of Albany Trust Dept | PO BOX 1802, Providence, RI 02901-1802 | RI | 1980-07 | $22,399 |
| 14 | Emroy E Stanton Trust Uw Fbo, Huntington Bo | PO BOX 1802, Providence, RI 02901-1802 | RI | $239,870 | |
| 15 | Ena C & John B Gilbert Charitable Tr, Williamson Douglas F Jr Et Al Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2005-03 | $739 |
| 16 | Endowment Fund Of Slater Mill, 137 4904480010 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1948-03 | $215,051 |
| 17 | Energy Council Of Ri Tech-Ri, Tec-Ri | 22 Westwood Rd, Lincoln, RI 02865-3109 | RI | 1990-04 | $18,619 |
| 18 | English For Action | PO BOX 29405, Providence, RI 02909-0011 | RI | 2002-03 | $289,393 |
| 19 | Enki Education Incorporated | PO BOX 2223, Providence, RI 02905-0223 | RI | 1997-04 | $74,903 |
| 20 | Ensworth Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1950-03 | $8,872,505 |
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