G E Bliss Trust Uw 1-3 Residue Fund 0719124 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
| G E Bliss Trust Uw 1-3 Residue Fund 0719124 | |
| Employer Identification Number (EIN) | 066102762 |
| Name of Organization | G E Bliss Trust Uw 1-3 Residue Fund 0719124 |
| In Care of Name | Fleet Private Clients Group |
| 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 | $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 | $5,818,780 |
| Amount of Income | $1,063,505 |
| Form 990 Revenue Amount | $450,813 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $393,288 | $393,288 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $156,957 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $236,331 | |||
| Total expenses and disbursements | $364,646 | $41,030 | $0 | $311,014 |
| Compensation of officers, directors, trustees, etc. | $66,672 | |||
| Total operating and administrative expenses | $91,782 | $41,030 | $38,150 | |
| Contributions, gifts, grants paid | $272,864 | |||
| Excess of revenue over expenses and disbursements | $28,642 | |||
| Net investment income | $352,258 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,571,138 | $5,921,934 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $4,862,200 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $708,938 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $5,571,138 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $236,331 |
| 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 | $3,523 |
| Total credits and payments | $8,200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $8,200 |
| 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 | $4,677 |
| Amount to be credited to 2013 estimated tax | $3,524 |
| 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 | $5,800,814 |
| Net value of noncharitable-use assets | $5,713,800 |
| Minimum investment return | $285,690 |
| Distributable Amount (for 2012) | |
| Distributable amount | $282,167 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $282,167 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $40,047 |
| 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 | Friends Of The@international Mathematical Union | 201 Charles St, Providence, RI 02904-2213 | RI | 2008-12 | $12,134 |
| 2 | Frontlines Missions And Ministries Inc | 117 Ormsby Ave, Warwick, RI 02886-9623 | RI | 1995-10 | $126,662 |
| 3 | Fruit Hill Day Services For Elderly | 399 Fruit Hill Ave, N Providence, RI 02911-2842 | RI | 1982-07 | $427,935 |
| 4 | Fuerza Laboral | 127 Clay St, Central Falls, RI 02863-3003 | RI | 2008-01 | $131,878 |
| 5 | Fulton Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1947-01 | $376,323 |
| 6 | Fulton I Kent Uw Fdn Comm Health | PO BOX 1802, Providence, RI 02901-1802 | RI | $2,330,845 | |
| 7 | Fund For Community Progress | 90 B Jefferson Blvd, Warwick, RI 02888-1045 | RI | 1983-03 | $311,370 |
| 8 | Fund For Ucap | 75 Carpenter St, Providence, RI 02903-3004 | RI | 2007-10 | $531,542 |
| 9 | Fundacao Beneficente Faialense Inc | PO BOX 14291, E Providence, RI 02914-0291 | RI | 1984-01 | $21,836 |
| 10 | Fusionworks Inc | PO BOX 402, Lincoln, RI 02865-0402 | RI | 1992-11 | $81,958 |
| 11 | G E Bliss Trust Uw 1-3 Residue Fund 0719124 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,063,505 |
| 12 | G P B Foundation | 99 Sakonnet Point Rd, L Compton, RI 02837-1049 | RI | 1998-08 | $958,930 |
| 13 | G Walter Woodworth Charitable Remainder Unitrust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-03 | $1,710,639 |
| 14 | Gabriels Trumpet Christian Book Store Inc | 477 Washington St, Coventry, RI 02816-5464 | RI | 2000-01 | $24,953 |
| 15 | Gaia Vaccine Foundation | 146 Clifford St, Providence, RI 02903-4163 | RI | 2002-02 | $109,329 |
| 16 | Gale Home | 870 Westminster St, Providence, RI 02903-4024 | RI | 1942-08 | $787,915 |
| 17 | Galilee Mission To Fishermen Inc | 268 Kingstown Rd, Narragansett, RI 02882-3237 | RI | 1985-03 | $652,981 |
| 18 | Galkin Private Foundation, Robert T Galkin | 155 Brookside Avenue, West Warwick, RI 02893-3800 | RI | 1997-01 | $438,655 |
| 19 | Gallery Night Providence Inc | Po Box 603024, Providence, RI 02906 | RI | 2001-11 | $0 |
| 20 | Gaspee Day Committee Inc | PO BOX 1772 PILGRIM STATION, Warwick, RI 02888 | RI | 1976-01 | $104,532 |
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