Bertha L & William H Heald Scholarship Trust 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
| Bertha L & William H Heald Scholarship Trust | |
| Employer Identification Number (EIN) | 066087125 |
| Name of Organization | Bertha L & William H Heald Scholarship Trust |
| In Care of Name | Conn Natl Bank |
| 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 | 09/1972 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 09/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $337,651 |
| Amount of Income | $211,429 |
| Form 990 Revenue Amount | $22,764 |
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 | $22,764 | $22,764 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,346 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-102 | |||
| Other | $14,520 | |||
| Total expenses and disbursements | $17,430 | $1,434 | $0 | $15,806 |
| Compensation of officers, directors, trustees, etc. | $2,171 | |||
| Total operating and administrative expenses | $3,930 | $1,434 | $2,306 | |
| Contributions, gifts, grants paid | $13,500 | |||
| Excess of revenue over expenses and disbursements | $5,334 | |||
| Net investment income | $21,330 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $333,089 | $324,687 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $331,887 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,202 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $333,089 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $14,520 |
| 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 | $213 |
| Total credits and payments | $171 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $171 |
| 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 | $42 |
| 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 | $317,158 |
| Net value of noncharitable-use assets | $312,400 |
| Minimum investment return | $15,620 |
| Distributable Amount (for 2012) | |
| Distributable amount | $15,407 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $15,407 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $604 |
| 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 | Bernard Gorfinkle Tr 420-3316006 | PO BOX 1802, Providence, RI 02901-1802 | RI | $115,198 | |
| 2 | Bernard Memorial Fund Trust 60713 Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $134,723 |
| 3 | Bernard W Doyle Trust 18-1027020 | PO BOX 1802, Providence, RI 02901-1802 | RI | $950,390 | |
| 4 | Bernard W Mccormick Scholarship Fund Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-08 | $456,821 |
| 5 | Bertha & Julius Sheriff Family Memorial Trust Uw 14-307871940 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-02 | $76,428 |
| 6 | Bertha B Hartson Tr Uw Fbo Windham Memorial Community Hospital, Fleet Bank Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $78,588 |
| 7 | Bertha Borden Davis Trust Ud | PO BOX 1802, Providence, RI 02901-1802 | RI | 1971-10 | $97,603 |
| 8 | Bertha E Dillon Trust C/O Bank Of New England | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-06 | $27,442 |
| 9 | Bertha G Whidden Char Fdtn | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-05 | $169,229 |
| 10 | Bertha L & Robert M Whitson Memorial Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-09 | $129,739 |
| 11 | Bertha L & William H Heald Scholarship Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-09 | $211,429 |
| 12 | Bertha M Boettcher Charitable | PO BOX 1802, Providence, RI 02901-1802 | RI | 1983-07 | $221,243 |
| 13 | Bertha M Roberts Trust 07699 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $187,316 |
| 14 | Bertha Seals Music Scholarship Trust Uw Dtd 050782, Fleet Bank Na Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-05 | $37,041 |
| 15 | Bertha Seals Res Trust Uw Fbo, Hunterdon Med Ctr & Shriners Hosptl | PO BOX 1802, Providence, RI 02901-1802 | RI | $213,153 | |
| 16 | Bertha Seals Trust Uw Fbo Annandale Reformed Church Dtd 050782 | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,469 | |
| 17 | Bertha Seals Trust Uw Fbo Clinton First Aid & Rescue Squad 050782, Fleet Bank Na Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | $835 | |
| 18 | Bertha Spaeti Smith | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $896,389 |
| 19 | Bertha Trainor Memorial Bed For Children Foundation State Bank Of | PO BOX 1802, Providence, RI 02901-1802 | RI | 1956-06 | $286,921 |
| 20 | Bertha W Merselis Ups, Oneida Natl Bk & Trust Co Central | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $19 |
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