Stetson Eliot D & Louise T in Providence, Rhode Island (RI)

Table of contents:

Organization representatives - add corrected or new information about Stetson Eliot D & Louise T »

Non-representatives - add comments about Stetson Eliot D & Louise T»

Stetson Eliot D & Louise T
Employer Identification Number (EIN)046290902
Name of OrganizationStetson Eliot D & Louise T
In Care of NameFleet Private Clients Group
AddressPO BOX 1802, Providence, RI 02901-1802
Subsection4947(a)(1) - Private Foundation (Form 990PF Filer)
FoundationAll organizations except 501(c)(3)
Exempt Organization StatusTrust described in section 4947(a)(2) of the IR Code
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$3,561,673
Amount of Income$4,796,114
Form 990 Revenue Amount$295,700


Non-representatives - add comments:


CAPTCHA

Your IP address 54.198.42.213 will be logged.

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$295,700$295,700$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$146,123
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$149,577
Total expenses and disbursements$206,990$19,910$0$179,588
Compensation of officers, directors, trustees, etc.$30,120
Total operating and administrative expenses$40,500$19,910$13,098
Contributions, gifts, grants paid$166,490
Excess of revenue over expenses and disbursements$88,710
Net investment income$275,790
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$3,471,859$3,494,094
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$9,014
Investments-corporate stock$3,373,760
Investments-corporate bonds$8,871
Investments-mortgage loans$0
Investments-other$0
Other$80,214
Total liabilities$0
Total liabilities and net assets/fund balances$3,471,859
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$149,577
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$2,758
Total credits and payments$4,752
2011 estimated tax payments and 2010 overpayment credited to 2011$4,752
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
Overpayment$1,994
Amount to be credited to 2012 estimated tax$1,994
Statements Regarding Activities (for 2011)
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$3,776,730
Net value of noncharitable-use assets$3,720,080
Minimum investment return$186,004
Distributable Amount (for 2011)
Distributable amount$183,246
Undistributed Income (for 2011)
Distributable amount for 2011$183,246
Undistributed income for 2011. This amount must be distributed in 2012$170,141
Private Operating Foundations (for 2011)
2011201020092008Total
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
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Stetson Eliot D & Louise T to others? (optional)
  
Add photo of Stetson Eliot D & Louise T (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Sign in with Twitter
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»

Sweepstakes

Special limited-time promotion! Submit your review for a chance to win $500 in our sweepstakes!



Your email address (you will not be contacted unless you win, we do not sell your email address or send any spam):


Other organizations in Rhode Island
IdNameAddressStateEstablishedTotal Income
1Lou K Parker Memorial Fund Trust 303500400910 Tripps Ln, Riverside, RI 02915-3014RI1973-07$55,636
2Louis A Cazenove Trust 01505, American Security & Trust Co TrustePO BOX 1802, Providence, RI 02901-1802RI$260,786
3Louis A Langie FoundationsPO BOX 1802, Providence, RI 02901-1802RI1965-10$331
4Louis B Fox & Julian Karger Scholarship Fund NectPO BOX 1802, Providence, RI 02901-1802RI1974-02$14,951
5Louis D T Geery Residuary Trust BPO BOX 1802, Providence, RI 02901-1802RI$40,619
6Louis F Keyes Charitable Remainder Trust Ua Fleet National BankPO BOX 1802, Providence, RI 02901-1802RI1999-11$1,029,103
7Louis J Surrette Trust V11036 UdPO BOX 1802, Providence, RI 02901RI1972-06$175,861
8Louis Mitnick FundPO BOX 1802, Providence, RI 02901-1802RI1987-06$3,025,530
9Tua Louis & Leona CleavesPO BOX 1802, Providence, RI 02901-1802RI2010-08$1,987,171
10Louis S Cox TrustPO BOX 1802, Providence, RI 02901-1802RI1982-08$789,656
11Louis T Groat B O Louis T Groat Fund, Fbo Lg Fd 6-2048PO BOX 1802, Providence, RI 02901-1802RI1989-04$1,175
12Louise B Phillips Trust Uw 3-3174PO BOX 1802, Providence, RI 02901-1802RI1970-12$1,796,871
13Louise C Gonnella Charitable FdnPO BOX 1802, Providence, RI 02901-1802RI2005-10$115,216
14Louise Gaylord Pease Tr 3-2012710 Uw Fbo, 3rd Cong Et AlsPO BOX 1802, Providence, RI 02901-1802RI$36,944
15Louise Gaylord Pease Trust 20-0012730 Fbo, Spfld HospPO BOX 1802, Providence, RI 02901-1802RI$317,095
16Stetson Eliot D & Louise TPO BOX 1802, Providence, RI 02901-1802RI$4,796,114
17Louisiana Automobile Insurance PlanC/O Aipso 302 Central Avenue, Johnston, RI 02919RI1953-03$99,271
18Louttit Library274 Victory Hwy, W Greenwich, RI 02817-2155RI1951-12$151,217
19M C Scholarship Foundation360 Gibbs Ave Apt 7, Newport, RI 02840-3383RI1967-01$46,606
20Mahana-Congregational Church Scholarship Foumdation, C-O R G BuchananPO BOX 1802, Providence, RI 02901-1802RI1993-02$210,807
21Lulu Katherine Coggan Rlt Trust, Union Natl Bank TrPO BOX 1802, Providence, RI 02901-1802RI1989-06$185,572
22Lyman & Wilma Wakefield Family Foundation Cmm-78022101PO BOX 1802, Providence, RI 02901-1802RI2002-12$472,336
23M A & G A Ackerman Memorial Fund 32-44303-8PO BOX 1802, Providence, RI 02901-1802RI1973-05$33,762,275
24M J Smith Family FoundationPO BOX 1802, Providence, RI 02901-1802RI1968-03$1,108,020
25Marcus And Theresa Levie Educational FundPO BOX 1802, Providence, RI 02901-1802RI1961-07$1,100,751
26Mary Jane M Crowe Foundation ScholarshipPO BOX 1802, Providence, RI 02901-1802RI1957-05$3,293,816
27Maurice R And Meta G Gross FoundationPO BOX 1802, Providence, RI 02901-1802RI1994-07$4,314,678
28Tuw M Allen Fbo Mo Mental HealthPO BOX 1802, Providence, RI 02901-1802RI$360,789
29Mccabe Catholic Charities 31-500994231 S Lasalle St, Providence, RI 02901RI1983-09$1,698,566
30Mcwethy FoundationPO BOX 1802, Providence, RI 02901-1802RI1994-04$3,471,794

faqs.org is not associated with, endorsed by, or sponsored by Stetson Eliot D & Louise T and has no official or unofficial affiliation with Stetson Eliot D & Louise T