Philip Marett Trust Uw 043785 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
| Philip Marett Trust Uw 043785 | |
| Employer Identification Number (EIN) | 066020977 |
| Name of Organization | Philip Marett Trust Uw 043785 |
| 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 | $1,000,000 to $4,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,669,397 |
| Amount of Income | $91,935 |
| Form 990 Revenue Amount | $69,120 |
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 | $82,243 | $82,239 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $52,988 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $25 | |||
| Other | $29,230 | |||
| Total expenses and disbursements | $95,683 | $11,529 | $0 | $83,525 |
| Compensation of officers, directors, trustees, etc. | $18,756 | |||
| Total operating and administrative expenses | $25,700 | $11,529 | $13,542 | |
| Contributions, gifts, grants paid | $69,983 | |||
| Excess of revenue over expenses and disbursements | $-13,440 | |||
| Net investment income | $70,710 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,524,911 | $1,943,135 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,477,081 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $47,830 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,524,911 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $29,230 |
| 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 | $707 |
| Total credits and payments | $620 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $620 |
| 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 | $87 |
| 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 | $1,922,034 |
| Net value of noncharitable-use assets | $1,893,200 |
| Minimum investment return | $94,660 |
| Distributable Amount (for 2012) | |
| Distributable amount | $93,953 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $93,953 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $77,679 |
| 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 | Phenix Sportsmens Club | 715 Main St, West Warwick, RI 02893-5609 | RI | 1972-05 | $311,594 |
| 2 | Phi Beta Kappa Society, Ri Alpha Brown University | PO BOX 1858, Providence, RI 02912-1858 | RI | 1992-09 | $24,550 |
| 3 | Phi Gamma Delta Fraternity, Kappa Rho Chapter | 34 Lower College Rd, Kingston, RI 02881-1308 | RI | 1958-03 | $334,757 |
| 4 | Phi Sigma Kappa, Alumni Housing Corp Of Rhode Island | PO BOX 323, W Kingston, RI 02892-0323 | RI | 1940-12 | $53,481 |
| 5 | Phi Sigma Sigma Inc, Gamma Zeta Inc | 34 Lower College Rd, Kingston, RI 02881-1308 | RI | 1946-05 | $86,462 |
| 6 | Philip A Rogers Foundation Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $319,280 |
| 7 | Philip And Bette Ayoub Foundation | 414 Benefit St, Pawtucket, RI 02861-1207 | RI | 2000-11 | $9,653 |
| 8 | Philip B Downing Account | PO BOX 1802, Providence, RI 02901-1802 | RI | $110,070 | |
| 9 | Philip Center For Outreach And Ministry Inc, Philip Center | 30 Boyce Ave, Barrington, RI 02806-2617 | RI | 2003-03 | $209,600 |
| 10 | Philip Kent Tr Fbo St Lukes Hospital 400-0005018, St Lukes Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | $200,913 | |
| 11 | Philip Marett Trust Uw 043785 | PO BOX 1802, Providence, RI 02901-1802 | RI | $91,935 | |
| 12 | Philip Snyder Foundation | 101 Dyer Street 2nd Floor, Providence, RI 02903-3926 | RI | 2008-04 | $185,740 |
| 13 | Philip V & Anna S Brown Foundation United States Trust Company Of | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-01 | $473,630 |
| 14 | Phinehas Battle Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $107,167 | |
| 15 | Phoebe Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-09 | $197,441 |
| 16 | Photius Fisk Trust Uw 14-12018800 | PO BOX 1802, Providence, RI 02901-1802 | RI | $52,209 | |
| 17 | Tua Phyllis W Smith Pvt Fdn | PO BOX 1802, Providence, RI 02901-1802 | RI | 2007-06 | $875,366 |
| 18 | Pi Kappa Alpha Fraternity | 3852 Broad Rock Road, Wakefield, RI 02879 | RI | 1941-03 | $48,401 |
| 19 | Pilutik N Tw | PO BOX 1802, Providence, RI 02901-1802 | RI | 2008-08 | $72,399 |
| 20 | Pine Grove Cemetery Corporation | 23 Broad St, Westerly, RI 02891-1879 | RI | $620,007 | |
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