Trust U-W Milford Bliss in Providence, Rhode Island (RI)

Trust U-W Milford Bliss
Employer Identification Number (EIN)	046007850
Name of Organization	Trust U-W Milford Bliss
In Care of Name	Attleboro Trust Co Trustee
Address	PO BOX 1802, Providence, RI 02901-1802
Activities	4947(a)(2) trust
Subsection	4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date	12/1970
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	$100,000 to $499,999
Income	$100,000 to $499,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$440,915
Amount of Income	$145,165
Form 990 Revenue Amount	$40,514

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	$33,381	$33,210	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$10,137
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$6
Other	$23,238
Total expenses and disbursements	$25,491	$3,805	$0	$20,543
Compensation of officers, directors, trustees, etc.	$6,019
Total operating and administrative expenses	$8,386	$3,805		$3,438
Contributions, gifts, grants paid	$17,105
Excess of revenue over expenses and disbursements	$7,890
Net investment income		$29,405
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$450,435	$458,870
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$388,503
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$37,372
Other	$24,560
Total liabilities	$0
Total liabilities and net assets/fund balances	$450,435

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$23,238
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	$588
Total credits and payments	$800
2012 estimated tax payments and 2011 overpayment credited to 2012	$800
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	$212
Amount to be credited to 2013 estimated tax	$212

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	$454,537
Net value of noncharitable-use assets	$447,720
Minimum investment return	$22,386

Distributable Amount (for 2012)
Distributable amount	$21,798

Undistributed Income (for 2012)
Distributable amount for 2012	$21,798
Undistributed income for 2012. This amount must be distributed in 2013	$3,511

	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
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3	Trust Agreement For The Post- Retirement Medical Plan For Non-, Ctrl Me Pwr Co Non-Uni Ret Med Veba	PO BOX 1802, Providence, RI 02901-1802	RI	1998-12	$4,926,375
4	Trust Agreement For Welfare Benefit Plans Of Central Maine Power	PO BOX 1802, Providence, RI 02901-1802	RI	1998-06	$14
5	Trust Arthur J Connor Fbo Rockingham County Ymca P 15	PO BOX 1802, Providence, RI 02901-1802	RI		$51,349
6	Trust For Edward Everett Hale Memorial	PO BOX 1802, Providence, RI 02901-1802	RI	1973-05	$689,363
7	Trust U W Charles H Douglas T2988	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$196,748
8	Trust U W O Frances A Deblois	PO BOX 1802, Providence, RI 02901-1802	RI	1979-05	$126,586
9	Trust U-D Lucienne A Doyle	PO BOX 1802, Providence, RI 02901-1802	RI	1988-10	$213,258
10	Trust U-D William Harrington	PO BOX 1802, Providence, RI 02901-1802	RI	1978-01	$157,672
11	Trust U-W Milford Bliss	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$145,165
12	Trust U-W William Brigham, South Shore Bank	PO BOX 1802, Providence, RI 02901-1802	RI	1975-04	$84,756
13	Trust U/A 1969 Ellice Mack Endicott 3-2341	PO BOX 1802, Providence, RI 02901-1802	RI	1976-09	$3,600,366
14	Trust U/A George A Dix	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$520,354
15	Trust U/A Lewis A Dibble For Congregational Church Of Naugatuck	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$81,511
16	Trust U/D Agnes Church Etal T-51	PO BOX 1802, Providence, RI 02901-1802	RI	1998-02	$8,814
17	Trust U/D Kitty G Fite	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$299,115
18	Trust U/D Mary A Case	PO BOX 1802, Providence, RI 02901-1802	RI	1971-10	$15,088
19	Trust U/I Ellen A Stone 3-1097	PO BOX 1802, Providence, RI 02901-1802	RI	1973-05	$650,123
20	Trust U/I Julia A Moseley Fund 3-0114	PO BOX 1802, Providence, RI 02901-1802	RI	1972-03	$48,515

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