Helen J Randall Trust, Fleet National Bank 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
- Organizations performing similar types of work
| Helen J Randall Trust, Fleet National Bank | |
| Employer Identification Number (EIN) | 046467929 |
| Name of Organization | Helen J Randall Trust |
| Secondary Name | Fleet National Bank |
| In Care of Name | Chester W Sterczek |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | Charitable Organization |
| Ruling Date | 10/2011 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $117,687 |
| Amount of Income | $40,970 |
| Form 990 Revenue Amount | $7,930 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2014: $40,970 (it was $174,950 in 2012)
| Helen J Randall Trust, Fleet National Bank: | $40,970 |
| Other organizations performing similar types of work: | $105,489 |
Assets in 2014: $117,687 (it was $117,846 in 2012)
| This organization: | $117,687 |
| Other organizations performing similar types of work: | $325,460 |
Expenses in 2012: $6,778
| This organization: | $6,778 |
| Other organizations performing similar types of work: | $49,058 |
Income to expenses ratio in 2012: 6.0
| Helen J Randall Trust, Fleet National Bank: | 6.0 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2012: 0.0%
| Helen J Randall Trust, Fleet National Bank: | 0.0% |
| Other organizations performing similar types of work: | 22.8% |
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 | $4,169 | $4,170 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,605 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-1 | |||
| Other | $1,565 | |||
| Total expenses and disbursements | $6,778 | $1,205 | $0 | $5,468 |
| Compensation of officers, directors, trustees, etc. | $1,892 | |||
| Total operating and administrative expenses | $2,792 | $1,205 | $1,482 | |
| Contributions, gifts, grants paid | $3,986 | |||
| Excess of revenue over expenses and disbursements | $-2,609 | |||
| Net investment income | $2,965 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $117,846 | $123,727 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $100,839 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $8,889 | |
| Other | $8,118 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $117,846 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,565 |
| 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 | $59 |
| Total credits and payments | $100 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $100 |
| 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 | $41 |
| Amount to be credited to 2013 estimated tax | $41 |
| 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 | $121,480 |
| Net value of noncharitable-use assets | $119,660 |
| Minimum investment return | $5,983 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,924 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,924 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Doree Taylor Charitable Fdn | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-05 | $9,578,942 |
| 2 | Wille Fam Foundation, Wille Howard E Et Al Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2006-05 | $7,553,796 |
| 3 | Fortitude Foundation, Denise M Stack Et Al Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-02 | $7,440,245 |
| 4 | Ethel Walker Smith Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-02 | $5,841,829 |
| 5 | Vera J Clark Irrev Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-03 | $5,430,711 |
| 6 | Luigi Damiano Foundation | 3100 Post Rd, Warwick, RI 02886-7142 | RI | 2010-06 | $4,420,820 |
| 7 | Ejmp Fund For Philanthropy | Weetamoe 2 Rovensky Avenue, Newport, RI 02840 | RI | 2008-07 | $4,295,276 |
| 8 | R D La Penta Medical Scholarship Tr | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 2009-05 | $3,013,720 |
| 9 | Peter J Palermo Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 2012-01 | $1,534,954 |
| 10 | Howard And Sally Payntar Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-01 | $1,373,315 |
| 11 | S Bartley Osborn Family Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-04 | $1,175,433 |
| 12 | Denoble Fam Foundation, Edward V Denoble Et Al Co Ttee | 50 Park Row W Ste 113, Providence, RI 02903-1114 | RI | 2013-11 | $1,004,186 |
| 13 | Richard & Marjorie West Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2005-08 | $992,342 |
| 14 | The George F And Elsie Barnard Hodder Classical Music Fund Ii, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 2005-01 | $978,704 |
| 15 | Louise Davis Halsted Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-02 | $869,373 |
| 16 | R B Sellars Foundation Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 2007-01 | $828,141 |
| 17 | Millar-Porter Hills Ta2 14405-013 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-02 | $815,558 |
| 18 | Barrie O Vanderpoel Family Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-04 | $808,268 |
| 19 | Drusilla Aden Charitable Tr Tua | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-02 | $693,081 |
| 20 | Fuller Fam Charitable Tr, The Washington Trust Company Ttee | 23 Broad St, Westerly, RI 02891-1879 | RI | 2011-01 | $635,441 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 22,395 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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