Joseph P Trumbull Trust Fbo Hartford Hospital 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
| Joseph P Trumbull Trust Fbo Hartford Hospital | |
| Employer Identification Number (EIN) | 066029971 |
| Name of Organization | Joseph P Trumbull Trust Fbo Hartford Hospital |
| In Care of Name | Private Clients Group |
| 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 | 06/1973 |
| 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 | $2,025,843 |
| Amount of Income | $877,010 |
| Form 990 Revenue Amount | $123,773 |
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 | $198,700 | $198,736 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $59,758 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-807 | |||
| Other | $139,749 | |||
| Total expenses and disbursements | $113,908 | $16,893 | $0 | $96,621 |
| Compensation of officers, directors, trustees, etc. | $25,116 | |||
| Total operating and administrative expenses | $30,446 | $16,893 | $13,159 | |
| Contributions, gifts, grants paid | $83,462 | |||
| Excess of revenue over expenses and disbursements | $84,792 | |||
| Net investment income | $181,843 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,059,147 | $2,103,495 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,774,679 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $148,294 | |
| Other | $136,174 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,059,147 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $139,749 |
| 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 | $3,637 |
| Total credits and payments | $1,069 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,069 |
| 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 | $2,568 |
| 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 | $2,060,658 |
| Net value of noncharitable-use assets | $2,029,740 |
| Minimum investment return | $101,487 |
| Distributable Amount (for 2012) | |
| Distributable amount | $97,850 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $97,850 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $15,738 |
| 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 | Joseph E Duffy Private Foundation, Wright Thomas E Ex | 572 Main St, Warren, RI 02885-4367 | RI | 1992-09 | $20,380 |
| 2 | Joseph Emery Trust Fbo Congregation Church Rockland | PO BOX 1802, Providence, RI 02901-1802 | RI | $67,060 | |
| 3 | Joseph Finberg Educational Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1947-03 | $161,640 |
| 4 | Joseph H Krusen Trust Ua 12-9-57 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $108,521 |
| 5 | Joseph How Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-02 | $611,785 |
| 6 | Joseph I Johnston Trust Fbo North Greenwich Congregational Church, Connecticut Bank & Trust Co Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $68,899 |
| 7 | Joseph L Amodeo Trust Ui 10-19-76 No 6-3837, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,546,805 | |
| 8 | Joseph M Rowey & Ossin Rowey Memorial Scholarship Fund | 228 Washington St, Central Falls, RI 02863-2004 | RI | 2000-04 | $29 |
| 9 | Joseph Moskus Fam Tr 0016335370 | PO BOX 1802, Providence, RI 02901 | RI | 2004-08 | $206,599 |
| 10 | Joseph P Curran Memorial Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1964-06 | $3,220 |
| 11 | Joseph P Trumbull Trust Fbo Hartford Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-06 | $877,010 |
| 12 | Joseph R & Florence Price Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1941-01 | $380,989 |
| 13 | Joseph Reaney Tr 7-0411 Ufsd No 2 St John Cudy Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $54 |
| 14 | Joseph S Stackpole Tr 51307-00-3 Fbo Charities Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $600,085 |
| 15 | Joseph W Martin Trust | 393 Market St, Warren, RI 02885-2636 | RI | 1941-04 | $2,280,330 |
| 16 | Joseph W Martin Trust Uw 2-6034 Fbo Methodist Episcopal Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-03 | $83,653 |
| 17 | Joseph W Raymond Trust 1 9047 0, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $37,382 | |
| 18 | Josephine D Bedle Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-08 | $128,412 |
| 19 | Josephine M Grigorowicz Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-06 | $178,476 |
| 20 | Josephine Moore Trust Uw Fbo, Holmestead | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $385,488 |
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