Mary N Luther Trust Uw 10386 40 in Providence, Rhode Island (RI)

Mary N Luther Trust Uw 10386 40
Employer Identification Number (EIN)	046171397
Name of Organization	Mary N Luther Trust Uw 10386 40
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	12/2014
Assets	$100,000 to $499,999
Income	$100,000 to $499,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$356,443
Amount of Income	$126,490
Form 990 Revenue Amount	$36,304

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	$33,964	$33,970	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$7,988
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$-4
Other	$25,980
Total expenses and disbursements	$22,718	$2,595	$0	$18,999
Compensation of officers, directors, trustees, etc.	$3,966
Total operating and administrative expenses	$6,380	$2,595		$2,661
Contributions, gifts, grants paid	$16,338
Excess of revenue over expenses and disbursements	$11,246
Net investment income		$31,375
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$356,828	$374,740
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$307,958
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$27,134
Other	$21,736
Total liabilities	$0
Total liabilities and net assets/fund balances	$356,828

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$25,980
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	$314
Total credits and payments	$700
2012 estimated tax payments and 2011 overpayment credited to 2012	$700
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	$386
Amount to be credited to 2013 estimated tax	$316

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	$369,434
Net value of noncharitable-use assets	$363,900
Minimum investment return	$18,195

Distributable Amount (for 2012)
Distributable amount	$17,881

Undistributed Income (for 2012)
Distributable amount for 2012	$17,881
Undistributed income for 2012. This amount must be distributed in 2013	$3,091

	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 K Pond Trust Uw	PO BOX 1802, Providence, RI 02901-1802	RI	1998-08	$85,088
2	Mary L Dunning Trust Uw Fbo St Josephs	PO BOX 1802, Providence, RI 02901-1802	RI	2010-06	$1,190,557
3	Mary L Houlihan Trust U/W	PO BOX 1802, Providence, RI 02901-1802	RI	1974-04	$323,989
4	Mary L Perkins Trust 420-5378506 Uw Fbo, American Bible Society	PO BOX 1802, Providence, RI 02901-1802	RI	1972-08	$2,081,919
5	Mary Louise Billings Trust 3035009497	10 Tripps Ln, Riverside, RI 02915-3014	RI	1974-08	$423,091
6	Mary Louise Cronin Tr	PO BOX 1802, Providence, RI 02901-1802	RI	2004-01	$98,403
7	Mary M Banning Est Tr For E A B	PO BOX 1802, Providence, RI 02901-1802	RI	1972-08	$981,879
8	Mary Martin Pettingell Foundation	121 Hidden Mere Ln, N Kingstown, RI 02852-3700	RI	2000-02	$12,828
9	Mary Mcc Wooster Trust 2	PO BOX 1802, Providence, RI 02901-1802	RI		$321,512
10	Mary Mee Wooster Trust No 1 Conn Bank & Trust Co Tr	PO BOX 1802, Providence, RI 02901-1802	RI		$171,206
11	Mary N Luther Trust Uw 10386 40	PO BOX 1802, Providence, RI 02901-1802	RI		$126,490
12	Mary P Nelson Tr Fbo Town Of Plaistow C/O Merchants National Ba	870 Westminster St Ste 1st Flr, Providence, RI 02903-4024	RI	1986-07	$79,845
13	Mary P Sears Trust Shelly Memorial Fund	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$58,787
14	Mary S Bannister Fund	PO BOX 1802, Providence, RI 02901-1802	RI	1996-03	$60,994
15	Mary S Lair Trust Fbo Cong Churches Uw	PO BOX 1802, Providence, RI 02901-1802	RI		$83,499
16	Mary S Mulligan Charitable Tr	PO BOX 1802, Providence, RI 02901-1802	RI	1967-09	$1,104,330
17	Mary S Whittlesey Trust Uw	PO BOX 1802, Providence, RI 02901-1802	RI	1973-01	$106,869
18	Mary Santella Swart Scholarship Fund	PO BOX 1802, Providence, RI 02901-1802	RI	2002-01	$69,020
19	Mary Suplee Disclaimer Trust	PO BOX 1802, Providence, RI 02901-1802	RI	2011-01	$5,991
20	Mary T Reed Tr Ud T5565	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$25,303

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