Ezra M Cutting Trust Uw T 3069 C/O State Bk & Trust Co Ttees 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
| Ezra M Cutting Trust Uw T 3069 C/O State Bk & Trust Co Ttees | |
| Employer Identification Number (EIN) | 046097103 |
| Name of Organization | Ezra M Cutting Trust Uw T 3069 C/O State Bk & Trust Co Ttees |
| In Care of Name | Us Trust Co Na |
| 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 | 09/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,462,166 |
| Amount of Income | $449,828 |
| Form 990 Revenue Amount | $-36,011 |
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 | $176,685 | $176,665 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $35,355 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $141,330 | |||
| Total expenses and disbursements | $59,599 | $9,164 | $0 | $49,289 |
| Compensation of officers, directors, trustees, etc. | $14,322 | |||
| Total operating and administrative expenses | $16,474 | $9,164 | $6,164 | |
| Contributions, gifts, grants paid | $43,125 | |||
| Excess of revenue over expenses and disbursements | $117,086 | |||
| Net investment income | $167,501 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,444,574 | $1,466,522 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,230,963 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $100,068 | |
| Other | $113,543 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,444,574 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $141,330 |
| 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 | $3,350 |
| Total credits and payments | $852 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $852 |
| 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 | $2,498 |
| 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 | $1,425,536 |
| Net value of noncharitable-use assets | $1,404,160 |
| Minimum investment return | $70,208 |
| Distributable Amount (for 2012) | |
| Distributable amount | $66,858 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $66,858 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $7,906 |
| 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 | Ewg Kids | 17 Locust Valley Rd, Exeter, RI 02822-3203 | RI | 1996-04 | $95,535 |
| 2 | Excite Dance Company | 586 Putnam Pike, Greenville, RI 02828-1498 | RI | 1990-08 | $61,098 |
| 3 | Exeter Cemetery Corporation | PO BOX 77, Exeter, RI 02822-0501 | RI | 1997-04 | $5,530 |
| 4 | Exeter Emergency Dispatch Ctr Inc | PO BOX 653, Exeter, RI 02822-0506 | RI | 1990-10 | $360,602 |
| 5 | Exeter Rescue Corps Incorporated | PO BOX 333, Exeter, RI 02822-0503 | RI | 1976-02 | $667,054 |
| 6 | Exeter Volunteer Fire Co No 2 | 365 Nooseneck Hill Rd, Exeter, RI 02822-2303 | RI | 1993-08 | $168,659 |
| 7 | Exeter Volunteer Fire Department | 305 Ten Rod Rd, Exeter, RI 02822-3117 | RI | 1992-12 | $250,997 |
| 8 | Exeter-West Greenwich Hockey Club Inc | 111 Hallville Rd, Exeter, RI 02822 | RI | 2005-03 | $45,712 |
| 9 | Exeter-West Greenwich Youth Basketball Association | C/O Persechino 82 Rolling Hill Dr, Exeter, RI 02822 | RI | 1998-02 | $46,836 |
| 10 | Exeter-West Greenwich Youth Soccer Association, Ewg Soccer | PO BOX 615, Exeter, RI 02822-0506 | RI | 1997-07 | $114,304 |
| 11 | Ezra M Cutting Trust Uw T 3069 C/O State Bk & Trust Co Ttees | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $449,828 |
| 12 | F A Harden Trust Ud 1960 Fbo, New Milford Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-09 | $750,798 |
| 13 | F A O Schwarz Family Foundation, Schwarz H Marshall Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1992-05 | $1,167,939 |
| 14 | F Alford Trust Uw Fbo Jerome Home | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-07 | $223,013 |
| 15 | F J & C P Kinsman Tr 00614-2, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $29,142 | |
| 16 | F Lyman Clark Trust Ui V8248 Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $139,081 |
| 17 | F Lyman Clark Tr V-8205 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $178,601 |
| 18 | F P Bolton-Payne Fund Inc 208679 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1958-02 | $3,750,506 |
| 19 | F S Peck Tr Fbo Barrington District Nursing Associattion | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-03 | $282,921 |
| 20 | Fa Harden 1962 New Milford Hosp Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-09 | $720,934 |
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