Trust U/A 1969 Ellice Mack Endicott 3-2341 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
- Organizations performing similar types of work
| Trust U/A 1969 Ellice Mack Endicott 3-2341 | |
| Employer Identification Number (EIN) | 046224489 |
| Name of Organization | Trust U/A 1969 Ellice Mack Endicott 3-2341 |
| In Care of Name | Bank Of New England Na |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Wildlife sanctuary or refuge, Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1976 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| 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 | $3,161,766 |
| Amount of Income | $3,600,366 |
| Form 990 Revenue Amount | $173,153 |
| National Taxonomy of Exempt Entities (NTEE) | Environmental Quality, Protection and Beautification: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2013: $3,600,366 (it was $378,550 in 2012)
| This organization: | $3,600,366 |
| Other organizations performing similar types of work: | $210,926 |
Assets in 2013: $3,161,766 (it was $2,629,491 in 2012)
| Trust U/A 1969 Ellice Mack Endicott 3-2341: | $3,161,766 |
| Other organizations performing similar types of work: | $587,324 |
Expenses in 2012: $157,668
| Trust U/A 1969 Ellice Mack Endicott 3-2341: | $157,668 |
| Other organizations performing similar types of work: | $121,968 |
Income to expenses ratio in 2012: 22.8
| Trust U/A 1969 Ellice Mack Endicott 3-2341: | 22.8 |
| Other organizations performing similar types of work: | 1.2 |
Grants share in income in 2012: 0.0%
| Trust U/A 1969 Ellice Mack Endicott 3-2341: | 0.0% |
| Other organizations performing similar types of work: | 19.4% |
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 | $243,550 | $243,550 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $60,577 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $182,973 | |||
| Total expenses and disbursements | $157,668 | $17,175 | $0 | $136,750 |
| Compensation of officers, directors, trustees, etc. | $26,923 | |||
| Total operating and administrative expenses | $32,702 | $17,175 | $11,784 | |
| Contributions, gifts, grants paid | $124,966 | |||
| Excess of revenue over expenses and disbursements | $85,882 | |||
| Net investment income | $226,375 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,629,491 | $2,964,644 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,461,594 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $167,897 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,629,491 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $182,973 |
| 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 | $4,528 |
| Total credits and payments | $3,200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,200 |
| 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 | $1,328 |
| 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 | $2,912,706 |
| Net value of noncharitable-use assets | $2,869,020 |
| Minimum investment return | $143,451 |
| Distributable Amount (for 2012) | |
| Distributable amount | $138,923 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $138,923 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Trust U/A 1969 Ellice Mack Endicott 3-2341 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-09 | $3,600,366 |
| 2 | The Piedmont Foundation | 45 Horner St, Warrenton, VA 20186-3415 | VA | 2000-04 | $1,624,843 |
| 3 | Our Lands And Waters Fdtn A Public Partnership With The Usace | 1801 North Mill Street Suite B, Lewisville, TX 75057 | TX | 2008-03 | $1,566,998 |
| 4 | Israel Strategic Alternative Energy Foundation | 121 Steuart Street, San Francisco, CA 94105-1236 | CA | 2009-04 | $323,836 |
| 5 | Friends Of Hog Island | Po Box 242, Bremen, ME 04551 | ME | 2011-02 | $167,019 |
| 6 | Lakeside Opportunities Inc | 2801 Evans Ave, Valparaiso, IN 46383-6940 | IN | 2010-10 | $152,751 |
| 7 | Friends Of Mercer County Parks | PO BOX 6551, Lawrenceville, NJ 08648-0551 | NJ | 2013-10 | $132,824 |
| 8 | Waquoit Bay Reserve Foundation Inc | PO BOX 3522, Waquoit, MA 02536-3522 | MA | 2012-01 | $102,972 |
| 9 | California State Parks Peace Officer Management Association | 1017 L St Pmb 708, Sacramento, CA 95814-3805 | CA | 2010-05 | $80,894 |
| 10 | Parks Foundation Of Hendricks County Inc | Po Box 221, Danville, IN 46122 | IN | 2009-08 | $28,542 |
| 11 | Basecamp Foundation Usa | 2043 S Washington St, Denver, CO 80210-4046 | CO | 2010-03 | $28,412 |
| 12 | Mount Vernon Parks Foundation | Po Box 1572, Mount Vernon, WA 98273 | WA | 2010-03 | $24,392 |
| 13 | Friends Of The Hennepin Canal | 1639 N Cherry St, Galesburg, IL 61401-1822 | IL | 2010-08 | $10,739 |
| 14 | Save Our Lake Endowment, Marks Bette H Ttee | 2045 Lakeshore Drive No 339, New Orleans, LA 70122-3534 | LA | 1999-03 | $163 |
| 15 | American Friends Of Npo Satoyama Active Viewers Of Eco Society Inc | Kitakyusha Fukuoka Prifecture 802-0, Japan | international | 2004-05 | $0 |
| 16 | Cancer Fund Of Person County Inc | Po Box 165, Roxboro, NC 27573 | NC | 2003-09 | $0 |
| 17 | Friends Of Banshee Reeks Nature Preserve Inc | 21085 The Woods Road, Leesburg, VA 20175 | VA | 2001-09 | $0 |
| 18 | Friends Of Bennetts Pond Inc | P O Box 492, Ridgefield, CT 06877 | CT | 2002-11 | $0 |
| 19 | Friends Of Caleb Smith Preserve | 16 Lynam Court, Smithtown, NY 11787 | NY | 2000-12 | $0 |
| 20 | Friends Of Cave Creek Canyon | Po Box 16126, Portal, AZ 85632 | AZ | 2011-06 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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