Frances A Hartman Trust Uw Nect Fbo, Five Point Mission Et Al 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
| Frances A Hartman Trust Uw Nect Fbo, Five Point Mission Et Al | |
| Employer Identification Number (EIN) | 066024524 |
| Name of Organization | Frances A Hartman Trust Uw Nect Fbo |
| Secondary Name | Five Point Mission Et Al |
| In Care of Name | Fleet Natl Tax Ttee |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 10/1972 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,673,968 |
| Amount of Income | $562,475 |
| Form 990 Revenue Amount | $134,657 |
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 | $78,984 | $78,816 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $45,486 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $33,498 | |||
| Total expenses and disbursements | $90,895 | $10,967 | $0 | $75,568 |
| Compensation of officers, directors, trustees, etc. | $17,179 | |||
| Total operating and administrative expenses | $23,133 | $10,967 | $7,806 | |
| Contributions, gifts, grants paid | $67,762 | |||
| Excess of revenue over expenses and disbursements | $-11,911 | |||
| Net investment income | $67,849 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,696,931 | $1,687,040 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,613,947 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $82,984 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,696,931 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $33,498 |
| 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 | $1,357 |
| Total credits and payments | $2,496 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,496 |
| 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 | $0 |
| Overpayment | $1,139 |
| Amount to be credited to 2013 estimated tax | $1,139 |
| 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)? | Yes |
| 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 | $1,658,973 |
| Net value of noncharitable-use assets | $1,634,080 |
| Minimum investment return | $81,704 |
| Distributable Amount (for 2012) | |
| Distributable amount | $80,347 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $80,347 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $17,787 |
| 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 | Foster Public Library | 184 Howard Hill Rd, Foster, RI 02825-1228 | RI | 1967-09 | $44,074 |
| 2 | Foster Senior Housing Inc | 110 Foster Center Road, Foster, RI 02825-1367 | RI | 1980-06 | $313,244 |
| 3 | Fostering Arts Org Linking Artist & Communities | Po Box 96, Foster, RI 02825 | RI | 1999-03 | $0 |
| 4 | Foundation For Health | 134 Don Ave, Rumford, RI 02916-2317 | RI | 1977-01 | $3,848 |
| 5 | Foundation For Rhode Island Dayschools | 130 Sessions St, Providence, RI 02906-3444 | RI | 2006-11 | $553,561 |
| 6 | Foundation For The Preservation Of The Faith | 50 S Main St, Providence, RI 02903-2919 | RI | 1987-06 | $614,086 |
| 7 | Foundation For West Africa | 27 Walnut Rd, Barrington, RI 02806-2028 | RI | 2006-01 | $19,180 |
| 8 | Fox Club Graduate Association Inc | PO BOX 598, Barrington, RI 02806-0894 | RI | 2005-09 | $207,367 |
| 9 | Fox Point Senior Citizens Inc | 90 Ives St, Providence, RI 02906-3827 | RI | 1974-02 | $48,413 |
| 10 | Fradin Family Foundation | 27 Dryden Lane, Providence, RI 02904-2782 | RI | 1995-09 | $105,047 |
| 11 | Frances A Hartman Trust Uw Nect Fbo, Five Point Mission Et Al | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-10 | $562,475 |
| 12 | Frances A Mccook Trust Uw 020668 Fbo Antiquarian & Landmarks Soc In | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-06 | $376,994 |
| 13 | Frances L Loomis Tr 03-026-4055560 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-08 | $285,202 |
| 14 | Frances L Rathburn Tr Uw Fbo M S Of Conn | PO BOX 1802, Providence, RI 02901-1802 | RI | $139,713 | |
| 15 | Frances Lutolf Bo Wesson Hospital 54 2012130070, Wesson Hosp | PO BOX 1802, Providence, RI 02901-1802 | RI | $85,874 | |
| 16 | Frances Lyman Trust Fbo Charities | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-05 | $1,933,268 |
| 17 | Frances P Parker Scholarship Fund Trust Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $224,857 |
| 18 | Frances W Cooper Trust Uw 420-2372506 | PO BOX 1802, Providence, RI 02901-1802 | RI | $342,597 | |
| 19 | Francis Archibald Trus Fbo Byram | PO BOX 1802, Providence, RI 02901-1802 | RI | 1983-10 | $1,493,145 |
| 20 | Francis E Hart Scholarship Fund Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-05 | $17,232 |
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