Tr U W Mary M Coes Char Tr in Providence, Rhode Island (RI)

Tr U W Mary M Coes Char Tr
Employer Identification Number (EIN)	046023228
Name of Organization	Tr U W Mary M Coes Char Tr
In Care of Name	Fleet Investment Services
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	$1,000,000 to $4,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$4,135,091
Amount of Income	$1,675,758
Form 990 Revenue Amount	$380,514

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	$302,228	$302,017	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$112,667
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$-1,190
Other	$190,751
Total expenses and disbursements	$323,897	$28,367	$0	$285,208
Compensation of officers, directors, trustees, etc.	$41,742
Total operating and administrative expenses	$46,836	$28,367		$18,147
Contributions, gifts, grants paid	$267,061
Excess of revenue over expenses and disbursements	$-21,669
Net investment income		$273,650
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$4,117,324	$4,192,777
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$3,484,627
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$333,686
Other	$299,011
Total liabilities	$0
Total liabilities and net assets/fund balances	$4,117,324

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$190,751
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	$2,737
Total credits and payments	$7,200
2012 estimated tax payments and 2011 overpayment credited to 2012	$7,200
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	$4,463
Amount to be credited to 2013 estimated tax	$2,740

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	$4,147,279
Net value of noncharitable-use assets	$4,085,080
Minimum investment return	$204,254

Distributable Amount (for 2012)
Distributable amount	$201,517

Undistributed Income (for 2012)
Distributable amount for 2012	$201,517
Undistributed income for 2012. This amount must be distributed in 2013	$44,463

	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	To Kalon Club	PO BOX 433, Pawtucket, RI 02862	RI	1944-01	$396,759
2	Tolbert Lanston Trust Equity 65285	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$191,697
3	Tomaquag Indian Memorial Museum The	390 A Smmmit Rd, Exeter, RI 02822	RI	1978-06	$120,411
4	Tots Cooperative Nursery School Inc	457 County Road, Barrington, RI 02806	RI	1983-09	$52,690
5	Touro Synagogue Foundation, Society Of Friends Of Touro Synagog	85 Touro St, Newport, RI 02840-2969	RI	1955-09	$283,726
6	Town Of Lincoln Housing Authority	10 Franklin Street, Lincoln, RI 02865-2049	RI	2005-08	$2,693,157
7	Town Of West Hartford C F Norway Fund	PO BOX 1802, Providence, RI 02901-1802	RI	1982-12	$161,703
8	Townsend Aid For The Aged	PO BOX 1802, Providence, RI 02901-1802	RI	1943-12	$2,168,342
9	Townsend Palmer Tr Uw Palmer Sch Fd 1258508010	PO BOX 1802, Providence, RI 02901-1802	RI		$1,423,319
10	Tr U W Esther G Eakle Nationsbank Na, Nationsbank	PO BOX 1802, Providence, RI 02901-1802	RI	1998-11	$536,532
11	Tr U W Mary M Coes Char Tr	PO BOX 1802, Providence, RI 02901-1802	RI		$1,675,758
12	Tr U/W Clara Endicott Sears	PO BOX 1802, Providence, RI 02901-1802	RI	1972-10	$3,182,503
13	Tr U/W Helen C S Botsford	PO BOX 1802, Providence, RI 02901-1802	RI	1968-02	$159,474
14	Tr U/W Herbert A Chase	PO BOX 1802, Providence, RI 02901-1802	RI	1975-09	$433,098
15	Tr U/W Wallace H Deane 20-00-11870	PO BOX 1802, Providence, RI 02901-1802	RI	1953-12	$359,154
16	Tr U/W William J Finn For John & Mary Finn Memorial Trust Nect	PO BOX 1802, Providence, RI 02901-1802	RI	1972-11	$39,687
17	Tr Ua Crafton Raynar Browne, Equitable Trust Company	PO BOX 1802, Providence, RI 02901-1802	RI	2000-01	$97,648
18	Tr Ua Doris Frick Ac 54-1151234008	PO BOX 1802, Providence, RI 02901-1802	RI	2004-01	$3,771,038
19	Dr Albert O Raymond Tr	PO BOX 1802, Providence, RI 02901-1802	RI	2013-04	$137,337
20	Tr Ua Lydia Clark Gbc	PO BOX 1802, Providence, RI 02901-1802	RI		$22,623

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