Russel T & Olive V Bartlett Trust First Capital Bank Trustee in Riverside, 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
| Russel T & Olive V Bartlett Trust First Capital Bank Trustee | |
| Employer Identification Number (EIN) | 026003957 |
| Name of Organization | Russel T & Olive V Bartlett Trust First Capital Bank Trustee |
| In Care of Name | First Nh Investment Service |
| Address | 10 Tripps Ln, Riverside, RI 02915-3014 |
| Activities | Scholarships (other) |
| Subsection | Educational Organization |
| Ruling Date | 08/1954 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $674,985 |
| Amount of Income | $211,709 |
| Form 990 Revenue Amount | $39,913 |
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 | $32,519 | $32,566 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $21,451 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $11,068 | |||
| Total expenses and disbursements | $51,588 | $5,219 | $0 | $46,264 |
| Compensation of officers, directors, trustees, etc. | $10,091 | |||
| Total operating and administrative expenses | $14,188 | $5,219 | $8,864 | |
| Contributions, gifts, grants paid | $37,400 | |||
| Excess of revenue over expenses and disbursements | $-19,069 | |||
| Net investment income | $27,347 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $648,938 | $769,584 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $644,722 | |
| Other | $4,216 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $648,938 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $11,068 |
| 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 | $273 |
| Total credits and payments | $340 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $340 |
| 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 | $67 |
| Amount to be credited to 2013 estimated tax | $67 |
| 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? | Yes |
| 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 | $770,818 |
| Net value of noncharitable-use assets | $759,260 |
| Minimum investment return | $37,963 |
| Distributable Amount (for 2012) | |
| Distributable amount | $37,690 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $37,690 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,794 |
| 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 | Roy T Morgan Foundation | 300 Metro Center Boulevard, Warwick, RI 02886-1710 | RI | 1977-03 | $944,894 |
| 2 | Royal And Select Masters Of Rhode Island, 1 Providence Council No 1 R & S M | 57 Intervale Rd, Cranston, RI 02910-5233 | RI | 1972-11 | $130,044 |
| 3 | Royal Arch Masons Of Rhode Island & Providence Plantations, 1 Providence Royal Arch Chapter | 75 East St, West Warwick, RI 02893-5938 | RI | 1972-03 | $553,403 |
| 4 | Royal Arch Masons Of Rhode Island & Providence Plantations, 15 Harmony Royal Arch Chapter | 36 Greenwich West, West Greenwich, RI 02817 | RI | 1973-02 | $15,800 |
| 5 | Royal Arch Masons Of Rhode Island & Providence Plantations, 4 Pawtucket Royal Arch Chapter | 25 Flynn Ter, W Warwick, RI 02893-4512 | RI | 1972-06 | $30,386 |
| 6 | Royal Arts Foundation | 657 Bellevue Ave, Newport, RI 02840-4280 | RI | 1969-10 | $366,384 |
| 7 | Royal Order Of Jesters | 10 Twins Lane, North Providence, RI 02904 | RI | 1941-12 | $54,096 |
| 8 | Rufus & Caroline Wiles Sch Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-05 | $96,851 |
| 9 | Rumbaugh Jefferson Alumni | PO BOX 1802, Providence, RI 02901-1802 | RI | $388 | |
| 10 | Rumbaugh Ruumbaugh Hall | PO BOX 1802, Providence, RI 02901-1802 | RI | $18,761 | |
| 11 | Russel T & Olive V Bartlett Trust First Capital Bank Trustee | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1954-08 | $211,709 |
| 12 | Russell A Boss Family Foundation, Boss Russell A Et Al Co-Ttee | 40 Peaked Rock Ln, Narragansett, RI 02882-3032 | RI | 1998-01 | $35,739 |
| 13 | Russell And Josephine Hunter Harris Fund For The Humanities | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-09 | $336,009 |
| 14 | Russell C Blakeslee Fbo 33-04344-000, Masonic Chrty Fdn & Shriners Hosp | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $125,961 |
| 15 | Russell Grinnell Memorial Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-10 | $13,669,625 |
| 16 | Russell S Paine Trust Uw 20107 | PO BOX 1802, Providence, RI 02901-1802 | RI | $362,877 | |
| 17 | Russo Street Apartments Inc | PO BOX 1700, Woonsocket, RI 02895-0856 | RI | 2000-04 | $95,097 |
| 18 | Ruth And Samuel Markoff Foundation The | 401 Middlebridge Rd, Wakefield, RI 02879-7140 | RI | 1978-06 | $321,926 |
| 19 | Ruth C Adams Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $1 | |
| 20 | Ruth C Mitchell Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $93,644 | |
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