Mary Elwell Trust, Fleet National Bank in Providence, Rhode Island (RI)

Mary Elwell Trust, Fleet National Bank
Employer Identification Number (EIN)	046007925
Name of Organization	Mary Elwell Trust
Secondary 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	09/2014
Assets	$10,000 to $24,999
Income	$1 to $9,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$12,950
Amount of Income	$3,836
Form 990 Revenue Amount	$1,990

Non-representatives - add comments:

Financial snapshot ($)

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	$413	$443	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$443
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$0
Total expenses and disbursements	$738	$55	$0	$607
Compensation of officers, directors, trustees, etc.	$81
Total operating and administrative expenses	$298	$55		$167
Contributions, gifts, grants paid	$440
Excess of revenue over expenses and disbursements	$-325
Net investment income		$388
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$12,947	$0
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$11,634
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$0
Other	$1,313
Total liabilities	$0
Total liabilities and net assets/fund balances	$12,947

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$0
Net capital loss	$-30

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	$8
Total credits and payments	$40
2012 estimated tax payments and 2011 overpayment credited to 2012	$40
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	$32
Amount to be credited to 2013 estimated tax	$8

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	$12,848
Net value of noncharitable-use assets	$12,660
Minimum investment return	$633

Distributable Amount (for 2012)
Distributable amount	$625

Undistributed Income (for 2012)
Distributable amount for 2012	$625
Undistributed income for 2012. This amount must be distributed in 2013	$22

	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

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Id	Name	Address	State	Established	Total Income
Other organizations in Rhode Island
1	Mary E Austin Scholarship Trust	PO BOX 1802, Providence, RI 02901-1802	RI	1976-10	$13,845
2	Mary E Briggs Uw Fbo John W Briggs Scholarship	PO BOX 1802, Providence, RI 02901-1802	RI		$3,695
3	Mary E Brock Trust Nect	10 Tripps Ln, Riverside, RI 02915-3014	RI	1974-09	$239,546
4	Mary E Hawley Trust Fbo Conn Humane Society	PO BOX 1802, Providence, RI 02901-1802	RI	1960-07	$4,696
5	Mary E Neuffer Tr Fbo Helen B Baillie	PO BOX 1802, Providence, RI 02901-1802	RI		$152,786
6	Mary E Newell Tr K 2640 Fbo Margaret Memorial Trust Fund	PO BOX 1802, Providence, RI 02901-1802	RI		$12,560
7	Mary E P Sherman Tr U/W	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$75,718
8	Mary E Putnam Trust 1-01765-0, Fleet National Bank	PO BOX 1802, Providence, RI 02901-1802	RI		$96,629
9	Mary E W D Forsyth 1-00846-0, Bankboston N A	PO BOX 1802, Providence, RI 02901-1802	RI	2001-02	$12,654
10	Mary Elizabeth Charles Trust	PO BOX 1802, Providence, RI 02901-1802	RI	1977-09	$82,568
11	Mary Elwell Trust, Fleet National Bank	PO BOX 1802, Providence, RI 02901-1802	RI		$3,836
12	Mary G Burr Trust Ua	PO BOX 1802, Providence, RI 02901-1802	RI	1987-04	$633,133
13	Mary G Croston Tr Uw	10 Tripps Ln, Riverside, RI 02915-3014	RI	1991-11	$135,989
14	Mary Glover Jones Trust	PO BOX 1802, Providence, RI 02901-1802	RI		$584,196
15	Mary H Agostine Trust 6-5463-0	PO BOX 1802, Providence, RI 02901-1802	RI	1987-03	$118,228
16	Mary Irene Fay Tuition Fund, Fleet National Bank	PO BOX 1802, Providence, RI 02901-1802	RI		$23,304
17	Mary J Burroughs Estate Trust	PO BOX 1802, Providence, RI 02901-1802	RI		$50,050
18	Mary J Coulter Clark Trust Uw	PO BOX 1802, Providence, RI 02901-1802	RI		$96,597
19	Mary K Pond Trust Uw	PO BOX 1802, Providence, RI 02901-1802	RI	1998-08	$85,088
20	Mary L Dunning Trust Uw Fbo St Josephs	PO BOX 1802, Providence, RI 02901-1802	RI	2010-06	$1,190,557

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