Mary J Coulter Clark Trust Uw 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
Mary J Coulter Clark Trust Uw | |
Employer Identification Number (EIN) | 046460555 |
Name of Organization | Mary J Coulter Clark Trust Uw |
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 | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $207,604 |
Amount of Income | $96,597 |
Form 990 Revenue Amount | $13,928 |
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 | $19,207 | $19,147 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $6,252 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $-6 | |||
Other | $12,961 | |||
Total expenses and disbursements | $12,629 | $2,278 | $0 | $10,379 |
Compensation of officers, directors, trustees, etc. | $3,534 | |||
Total operating and administrative expenses | $4,154 | $2,278 | $1,904 | |
Contributions, gifts, grants paid | $8,475 | |||
Excess of revenue over expenses and disbursements | $6,578 | |||
Net investment income | $16,869 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $211,516 | $214,523 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $178,952 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $14,905 | |
Other | $17,659 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $211,516 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $12,961 |
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 | $169 |
Total credits and payments | $120 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $120 |
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 | $49 |
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 | $210,258 |
Net value of noncharitable-use assets | $207,100 |
Minimum investment return | $10,355 |
Distributable Amount (for 2012) | |
Distributable amount | $10,186 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $10,186 |
Undistributed income for 2012. This amount must be distributed in 2013 | $8,283 |
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 | Mary E Putnam Trust 1-01765-0, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $96,629 | |
2 | Mary E W D Forsyth 1-00846-0, Bankboston N A | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-02 | $12,654 |
3 | Mary Elizabeth Charles Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-09 | $82,568 |
4 | Mary Elwell Trust, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $3,836 | |
5 | Mary G Burr Trust Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1987-04 | $633,133 |
6 | Mary G Croston Tr Uw | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1991-11 | $135,989 |
7 | Mary Glover Jones Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $584,196 | |
8 | Mary H Agostine Trust 6-5463-0 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1987-03 | $118,228 |
9 | Mary Irene Fay Tuition Fund, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $23,304 | |
10 | Mary J Burroughs Estate Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $50,050 | |
11 | Mary J Coulter Clark Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $96,597 | |
12 | Mary K Pond Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-08 | $85,088 |
13 | Mary L Dunning Trust Uw Fbo St Josephs | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-06 | $1,190,557 |
14 | Mary L Houlihan Trust U/W | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $323,989 |
15 | Mary L Perkins Trust 420-5378506 Uw Fbo, American Bible Society | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $2,081,919 |
16 | Mary Louise Billings Trust 3035009497 | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1974-08 | $423,091 |
17 | Mary Louise Cronin Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-01 | $98,403 |
18 | Mary M Banning Est Tr For E A B | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $981,879 |
19 | Mary Martin Pettingell Foundation | 121 Hidden Mere Ln, N Kingstown, RI 02852-3700 | RI | 2000-02 | $12,828 |
20 | Mary Mcc Wooster Trust 2 | PO BOX 1802, Providence, RI 02901-1802 | RI | $321,512 |
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