Martha Dana Mercer Trust 1-03593-0 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
| 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:
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 | $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 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| 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 |
| 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 | 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 |
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