Walter E Swaton Trust in Providence, Rhode Island (RI)

Walter E Swaton Trust
Employer Identification Number (EIN)	066190315
Name of Organization	Walter E Swaton Trust
In Care of Name	The Connecticut Bank & Trust Co
Address	PO BOX 1802, Providence, RI 02901-1802
Activities	Non-exempt charitable trust described in section 4947(a)(1) of the Code
Subsection	4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date	07/1980
Deductibility	Contributions are deductible
Foundation	All organizations except 501(c)(3)
Organization	Trust
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	$421,002
Amount of Income	$169,144
Form 990 Revenue Amount	$33,695

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	$55,446	$55,453	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$9,114
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$7
Other	$46,325
Total expenses and disbursements	$24,389	$2,634	$0	$21,349
Compensation of officers, directors, trustees, etc.	$4,132
Total operating and administrative expenses	$6,789	$2,634		$3,749
Contributions, gifts, grants paid	$17,600
Excess of revenue over expenses and disbursements	$31,057
Net investment income		$52,819
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$423,492	$429,561
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$362,628
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$29,883
Other	$30,981
Total liabilities	$0
Total liabilities and net assets/fund balances	$423,492

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$46,325
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	$528
Total credits and payments	$375
2012 estimated tax payments and 2011 overpayment credited to 2012	$375
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	$153
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	$425,428
Net value of noncharitable-use assets	$419,040
Minimum investment return	$20,952

Distributable Amount (for 2012)
Distributable amount	$20,424

Undistributed Income (for 2012)
Distributable amount for 2012	$20,424
Undistributed income for 2012. This amount must be distributed in 2013	$2,408

	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	W T Morton Tr 633994 Uw Fbo East Windsor Cem Nect, Fleet National Bank	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$135,137
2	Wagner Charitable Tr	PO BOX 1802, Providence, RI 02901-1802	RI	1992-03	$4
3	Wakefield Rotary Charitable Foundation Inc	PO BOX 382, Wakefield, RI 02880-0382	RI	1998-01	$88,571
4	Waldo And Alice Ayer Trust	10 Tripps Ln, Riverside, RI 02915-3014	RI	1984-04	$428,960
5	Waldo B Fay Trust Uw Clause 112-4852 Fbo Edward W Fay Nect	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$143,240
6	Wallace Family Foundation, Wallace Richard C Ttee	675 Paradise Ave, Middletown, RI 02842-5730	RI	1997-02	$634,817
7	Wallum Lake Rod And Gun Club	200 Brook Rd, Harrisville, RI 02830-1141	RI	1992-01	$397,691
8	Walter A Haberbush Trust Up 8th	PO BOX 1802, Providence, RI 02901-1802	RI	1976-01	$24,815
9	Walter C Jones Trust 120906	PO BOX 1802, Providence, RI 02901-1802	RI		$755,831
10	Walter E Harvey Trust T 250, Fleet National Bank	PO BOX 1802, Providence, RI 02901-1802	RI		$52,890
11	Walter E Swaton Trust	PO BOX 1802, Providence, RI 02901-1802	RI	1980-07	$169,144
12	Walter F Preusser Tr	PO BOX 1802, Providence, RI 02901-1802	RI	1973-03	$57,541
13	Walter Fahey Trust Fbo, Fleet National Bank	PO BOX 1802, Providence, RI 02901-1802	RI		$50,141
14	Walter G Wiedekerr Memorial Trust	PO BOX 1802, Providence, RI 02901-1802	RI	1999-04	$1,878,435
15	Walter H Gale Cemetery Trust Nect 3035000398	10 Tripps Ln, Riverside, RI 02915-3014	RI	1980-10	$13,970
16	Walter J Kenney Scholarship Fund	PO BOX 1802, Providence, RI 02901-1802	RI	1990-01	$2,162,800
17	Walter L Moore Scholarship Fund	PO BOX 1802, Providence, RI 02901-1802	RI	2003-11	$144,181
18	Walter S Bartlett Trust Fund	PO BOX 1802, Providence, RI 02901-1802	RI	1967-05	$222,967
19	Walter W Farnum Residuary Charitable Trust Uw	PO BOX 1802, Providence, RI 02901-1802	RI	1975-12	$247,116
20	Wanskuck Clubhouse Endow Fund, Bank Of America Na	PO BOX 1802, Providence, RI 02901-1802	RI		$226,572

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