Martha Dana Mercer Trust 1-03593-0 in Providence, Rhode Island (RI)

Martha Dana Mercer Trust 1-03593-0
Employer Identification Number (EIN)	046009617
Name of Organization	Martha Dana Mercer Trust 1-03593-0
In Care of Name	Fleet Private Clients Group
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	$50,000,000 to greater
Income	$10,000,000 to $49,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$57,364,700
Amount of Income	$46,892,199
Form 990 Revenue Amount	$1,973,079

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	$4,305,208	$4,647,902	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$1,444,949
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$53,782
Other	$2,806,477
Total expenses and disbursements	$3,268,127	$453,124	$0	$2,913,825
Compensation of officers, directors, trustees, etc.	$272,793
Total operating and administrative expenses	$465,169	$453,124		$110,867
Contributions, gifts, grants paid	$2,802,958
Excess of revenue over expenses and disbursements	$1,037,081
Net investment income		$4,194,778
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$56,131,889	$59,391,942
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$50,396,711
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$3,591,701
Other	$2,143,477
Total liabilities	$0
Total liabilities and net assets/fund balances	$56,131,889

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$2,806,477
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	$83,896
Total credits and payments	$80,000
2012 estimated tax payments and 2011 overpayment credited to 2012	$62,000
Exempt foreign organizations-tax withheld at source	$0
Tax paid with application for extension of time to file (Form 8868)	$18,000
Backup withholding erroneously withheld	$0
Any penalty for underpayment of estimated tax	$0
Tax due	$3,896
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	$58,718,160
Net value of noncharitable-use assets	$57,837,380
Minimum investment return	$2,891,869

Distributable Amount (for 2012)
Distributable amount	$2,796,063

Undistributed Income (for 2012)
Distributable amount for 2012	$2,796,063
Undistributed income for 2012. This amount must be distributed in 2013	$0

	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

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Martha Dana Mercer Trust 1-03593-0 to others? (optional)

Yes

Add photo of Martha Dana Mercer Trust 1-03593-0 (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (3.145.196.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Amvets, Amvets Dept Of Rhode Island in Providence, RI
Help For The Children Inc in Providence, RI
Glenwood Cemetery Co Inc in East Greenwich, RI
Pari Independent Living Center Inc in Pawtucket, RI
Tri-City Alcoholic Rehabilitation Association, Tara Club in Hapeville, GA
Decatur Youth Enrichment Association in Decatur, AL
Blue Water Pregnancy Care Center in Port Huron, MI
Abundant Grace Praise & Worship Church in Houston, TX
Milwaukee Sharon Junior Academy, Lake Region Conference Of Seventh-D in Milwaukee, WI
Vietnam Veterans Of America Inc in Columbia, SC

Recently Added Reviews

Amvets, Amvets Dept Of Rhode Island in Providence, RI

Help For The Children Inc in Providence, RI

Glenwood Cemetery Co Inc in East Greenwich, RI

Pari Independent Living Center Inc in Pawtucket, RI

Tri-City Alcoholic Rehabilitation Association, Tara Club in Hapeville, GA

Decatur Youth Enrichment Association in Decatur, AL

Blue Water Pregnancy Care Center in Port Huron, MI

Abundant Grace Praise & Worship Church in Houston, TX

Milwaukee Sharon Junior Academy, Lake Region Conference Of Seventh-D in Milwaukee, WI

Vietnam Veterans Of America Inc in Columbia, SC

Id	Name	Address	State	Established	Total Income
Other organizations in Rhode Island
1	Marion W Rich Fund 57085052	PO BOX 1802, Providence, RI 02901-1802	RI		$308,176
2	Mariposa Center	19 Highland Ave, Barrington, RI 02806	RI	2008-06	$298,507
3	Marjorie & Rufus Bond Benevolent Tr C/O Merrill Trust Co Ttee	PO BOX 1802, Providence, RI 02901-1802	RI	2013-01	$168,022
4	Marjorie Moore Charitable Foundation	PO BOX 1802, Providence, RI 02901-1802	RI	1960-02	$1,038,492
5	Marjorie Moore Educ Fund, New Britain Natl Bk	PO BOX 1802, Providence, RI 02901-1802	RI	1991-09	$44,815
6	Mark M Fagan A-771	PO BOX 1802, Providence, RI 02901-1802	RI		$373,609
7	Marlin Janet Ua Fbo St Pauls Church	PO BOX 1802, Providence, RI 02901-1802	RI		$57,968
8	Marquerite Moxon & Dorothy Moxon Yost Memorial Trust	PO BOX 1802, Providence, RI 02901-1802	RI	1988-03	$199,196
9	Marsh Grace Episcopal Church 21502 Nect	PO BOX 1802, Providence, RI 02901-1802	RI		$1,411
10	Martha Alexander Hewitt Tr	PO BOX 1802, Providence, RI 02901-1802	RI	1996-08	$447,107
11	Martha Dana Mercer Trust 1-03593-0	PO BOX 1802, Providence, RI 02901-1802	RI		$46,892,199
12	Sch Tdy Girls Club Uw Rosenberger	PO BOX 1802, Providence, RI 02901-1802	RI	1973-08	$329,950
13	Martha R Robinson Scholarship Fund	PO BOX 1802, Providence, RI 02901-1802	RI	1996-12	$130,383
14	Martin Luther King Community Center Incorporated	20 Dr Marcus Wheatland Blvd, Newport, RI 02840-2050	RI	1984-04	$1,251,640
15	Martin S Paine Foundation	PO BOX 1802, Providence, RI 02901-1802	RI	2004-07	$6,745,937
16	Martin W@frith Trust Fbo Masonic Et Al	PO BOX 1802, Providence, RI 02901-1802	RI	2000-02	$1,107,842
17	Mary B Botsford Uw Hartford Hospital Jefferson House	PO BOX 1802, Providence, RI 02901-1802	RI		$65,101
18	Mary B Mannweiler Tr Uw Scholarship Fund 3304573	PO BOX 1802, Providence, RI 02901-1802	RI	1967-08	$41,701
19	Mary B Marston Trust Fbo Shriners Hospital For Crippled Children	PO BOX 1802, Providence, RI 02901-1802	RI	1981-09	$468,251
20	Mary B Yeomans Trust 979652 Nect	PO BOX 1802, Providence, RI 02901-1802	RI	1972-06	$154,291

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Martha Dana Mercer Trust 1-03593-0 and has no official or unofficial affiliation with Martha Dana Mercer Trust 1-03593-0