Louis J Surrette Trust V11036 Ud 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
| Louis J Surrette Trust V11036 Ud | |
| Employer Identification Number (EIN) | 046225198 |
| Name of Organization | Louis J Surrette Trust V11036 Ud |
| In Care of Name | Bank Of America Na |
| Address | PO BOX 1802, Providence, RI 02901 |
| 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 | 06/1972 |
| 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 | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $629,121 |
| Amount of Income | $207,224 |
| Form 990 Revenue Amount | $29,073 |
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 | $56,567 | $56,567 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $13,640 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $42,927 | |||
| Total expenses and disbursements | $34,056 | $3,310 | $0 | $30,286 |
| Compensation of officers, directors, trustees, etc. | $5,224 | |||
| Total operating and administrative expenses | $5,860 | $3,310 | $2,090 | |
| Contributions, gifts, grants paid | $28,196 | |||
| Excess of revenue over expenses and disbursements | $22,511 | |||
| Net investment income | $53,257 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $626,251 | $648,211 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $565,688 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $60,563 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $626,251 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $42,927 |
| 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 | $533 |
| Total credits and payments | $260 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $260 |
| 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 | $273 |
| 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 | $641,531 |
| Net value of noncharitable-use assets | $631,900 |
| Minimum investment return | $31,595 |
| Distributable Amount (for 2012) | |
| Distributable amount | $31,062 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $31,062 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $7,561 |
| 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 | Lorena Marhaver Trust Up5 20-213300, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $179,839 | |
| 2 | Lorenzo F Baer Trust Ua 092250 Fbo, Annie Wentworth Baer Scholarship Fd | PO BOX 1802, Providence, RI 02901-1802 | RI | $370,658 | |
| 3 | Lorin Fisk Trust Uw 3-2011950 Fbo Agawam Cong Church Etal | PO BOX 1802, Providence, RI 02901-1802 | RI | $84,668 | |
| 4 | Lou H Willeke Trust, Fleet Bank Of Massachusetts Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $1,215,121 |
| 5 | Lou K Parker Memorial Fund Trust 3035004009 | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1973-07 | $69,288 |
| 6 | Louis A Cazenove Trust 01505, American Security & Trust Co Truste | PO BOX 1802, Providence, RI 02901-1802 | RI | $127,321 | |
| 7 | Louis A Langie Foundations | PO BOX 1802, Providence, RI 02901-1802 | RI | 1965-10 | $5,407 |
| 8 | Louis B Fox & Julian Karger Scholarship Fund Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-02 | $109,844 |
| 9 | Louis D T Geery Residuary Trust B | PO BOX 1802, Providence, RI 02901-1802 | RI | $109,156 | |
| 10 | Louis F Keyes Charitable Remainder Trust Ua Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-11 | $270,337 |
| 11 | Louis J Surrette Trust V11036 Ud | PO BOX 1802, Providence, RI 02901 | RI | 1972-06 | $207,224 |
| 12 | Louis Mitnick Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1987-06 | $4,519,319 |
| 13 | Tua Louis & Leona Cleaves | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-08 | $519,391 |
| 14 | Louis S Cox Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-08 | $205,683 |
| 15 | Louis T Groat B O Louis T Groat Fund, Fbo Lg Fd 6-2048 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-04 | $645 |
| 16 | Louise B Phillips Trust Uw 3-3174 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $6,089,936 |
| 17 | Louise C Gonnella Charitable Fdn | PO BOX 1802, Providence, RI 02901-1802 | RI | 2005-10 | $187,597 |
| 18 | Louise Gaylord Pease Tr 3-2012710 Uw Fbo, 3rd Cong Et Als | PO BOX 1802, Providence, RI 02901-1802 | RI | $123,441 | |
| 19 | Louise Gaylord Pease Trust 20-0012730 Fbo, Spfld Hosp | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,134,137 | |
| 20 | Stetson Eliot D & Louise T | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,249,835 | |
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