Ernest Guertin Trust, Fleet Bank Nh 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
- Other organizations in Rhode Island
| Ernest Guertin Trust, Fleet Bank Nh | |
| Employer Identification Number (EIN) | 026075479 |
| Name of Organization | Ernest Guertin Trust |
| Secondary Name | Fleet Bank Nh |
| In Care of Name | Fleet Trust Company |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| 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 | $377,462 |
| Amount of Income | $353,991 |
| Form 990 Revenue Amount | $23,231 |
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 | $28,995 | $28,964 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,404 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-32 | |||
| Other | $20,623 | |||
| Total expenses and disbursements | $15,369 | $3,423 | $0 | $11,738 |
| Compensation of officers, directors, trustees, etc. | $5,302 | |||
| Total operating and administrative expenses | $6,672 | $3,423 | $3,041 | |
| Contributions, gifts, grants paid | $8,697 | |||
| Excess of revenue over expenses and disbursements | $13,626 | |||
| Net investment income | $25,541 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $349,966 | $361,829 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $320,866 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $6,856 | |
| Other | $22,244 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $349,966 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $20,623 |
| 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 | $511 |
| Total credits and payments | $200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $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 | $311 |
| 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 | $354,352 |
| Net value of noncharitable-use assets | $349,040 |
| Minimum investment return | $17,452 |
| Distributable Amount (for 2012) | |
| Distributable amount | $16,941 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $16,941 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,802 |
| 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 | Ensworth Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1950-03 | $8,872,505 |
| 2 | Environment Council Of Rhode Island Education Fund | Po Box 40568, Providence, RI 02940 | RI | 1993-07 | $216,770 |
| 3 | Environment Rhode Island Inc | 9 S Angell St Unit 2, Providence, RI 02906-5226 | RI | 2007-02 | $222,703 |
| 4 | Environment Rhode Island Research And Policy Center Inc | 9 S Angell St - 2nd Fl, Providence, RI 02906 | RI | 2007-07 | $0 |
| 5 | Episcopal Diocese Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $146,515 |
| 6 | Episcopal Housing Foundation Of Rhode Island | 66 Benefit St, Providence, RI 02904-2742 | RI | 1983-08 | $7,674,876 |
| 7 | Erikson Biographical Institute Inc | 550 Shermantown Road, Saunderstown, RI 02874 | RI | 1990-12 | $0 |
| 8 | E A & M L Bailey Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-05 | $511,947 |
| 9 | Brooks Ernest E Fbo St Pauls Epis | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-06 | $308,508 |
| 10 | Tr U W Ernest G Smith | PO BOX 1802, Providence, RI 02901-1802 | RI | $287,268 | |
| 11 | Ernest Guertin Trust, Fleet Bank Nh | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $353,991 |
| 12 | Ernest H & Helen D Bailey Memorial Fund | PO BOX 14777, E Providence, RI 02914-0777 | RI | 1996-03 | $276,622 |
| 13 | Ernest H Augat Charitable Foundation | 11 Bayberry Hill Dr, Cumberland, RI 02864-3306 | RI | 1983-01 | $438,909 |
| 14 | The Ernst H And Helen D Bailey Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,128,728 | |
| 15 | Ernest J Dexter Trust Uw C/Oshawmut Central Tax Unit | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $538,598 |
| 16 | Ernest Jennings Et Al Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $1 | |
| 17 | Ernest Thomas Chepou Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $282,256 | |
| 18 | Ervant Serposs Account 1-4899-2, Bank Of America | PO BOX 1802, Providence, RI 02901-1802 | RI | $879,990 | |
| 19 | Ervin E Trask Mem Scholarship Colonial Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-01 | $46,794 |
| 20 | Esl Esperance Trust Uw 348763 Fbo, Cornell U & Ny Hosp | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-10 | $3,378,644 |
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