Marcus Clinton Hawley & Sarah Booth Hawley Fund 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
| Marcus Clinton Hawley & Sarah Booth Hawley Fund | |
| Employer Identification Number (EIN) | 066026030 |
| Name of Organization | Marcus Clinton Hawley & Sarah Booth Hawley Fund |
| In Care of Name | Hartford Natl Bank & Trust Co |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Hospital |
| Subsection | Charitable Organization |
| Ruling Date | 08/1936 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2014 |
| 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 | $1,399,293 |
| Amount of Income | $894,706 |
| Form 990 Revenue Amount | $122,418 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $69,665 | $69,665 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $47,661 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $170 | |||
| Other | $21,834 | |||
| Total expenses and disbursements | $76,965 | $9,793 | $0 | $63,461 |
| Compensation of officers, directors, trustees, etc. | $15,033 | |||
| Total operating and administrative expenses | $20,452 | $9,793 | $6,948 | |
| Contributions, gifts, grants paid | $56,513 | |||
| Excess of revenue over expenses and disbursements | $-7,300 | |||
| Net investment income | $59,872 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,322,465 | $1,343,278 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,234,777 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $87,688 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,322,465 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $21,834 |
| 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 | $599 |
| Total credits and payments | $2,260 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,260 |
| 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 | $1,661 |
| Amount to be credited to 2013 estimated tax | $600 |
| 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 | $1,322,670 |
| Net value of noncharitable-use assets | $1,302,840 |
| Minimum investment return | $65,142 |
| Distributable Amount (for 2012) | |
| Distributable amount | $64,543 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $64,543 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $11,858 |
| 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 | Manley-Winser Foundation 137 11542007 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1984-05 | $347,736 |
| 2 | Mann Family Foundation | 57 Stimson Ave, Providence, RI 02906-3219 | RI | 1998-01 | $440,345 |
| 3 | Manna International Inc | 20 Andrews Ct, Bristol, RI 02809-2617 | RI | 2004-08 | $498,970 |
| 4 | Manton Avenue Project | PO BOX 982, Providence, RI 02901-0982 | RI | 2004-11 | $67,489 |
| 5 | Map Behavioral Health Services Inc | 66 Burnett St, Providence, RI 02907-2527 | RI | 1991-08 | $770,224 |
| 6 | Map Development Corporation | 66 Burnett St, Providence, RI 02907-2527 | RI | 1998-05 | $121,709 |
| 7 | Maplehill Mobile Home Park Residents Assoc | 61 Hillside Dr, Mapleville, RI 02839-1153 | RI | 1992-10 | $788,694 |
| 8 | Maragaret M Devine Trust 1 03439 0 | PO BOX 1802, Providence, RI 02901-1802 | RI | $79,534 | |
| 9 | Marcellus Hartley Trust 3959 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-11 | $120,524 |
| 10 | Marcus Beebe Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $70,260 | |
| 11 | Marcus Clinton Hawley & Sarah Booth Hawley Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1936-08 | $894,706 |
| 12 | Marcus W Knight Fund No 1, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $9,947 | |
| 13 | Margaret & Dom Barillaro School Tr 0012084070 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-03 | $95,304 |
| 14 | Chester J Chambers Scholarship Fund For Students Of W New England Coll | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-10 | $59,598 |
| 15 | Margaret Gada Slosberg Charitable Foundation, Benjamin G Paster Ttee | 1000 Chapel View Blvd Ste 220, Cranston, RI 02920-3069 | RI | 2008-03 | $502,026 |
| 16 | Margaret M Brennan Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-02 | $226,520 |
| 17 | Margaret Mayhall Moore Foundation | 114 W 47th St Ny8-11, Providence, RI 02901 | RI | 1998-01 | $123,360 |
| 18 | Margaret Reaney Memorial Library | PO BOX 1802, Providence, RI 02901-1802 | RI | $14,411 | |
| 19 | Margaret Reany Memorial Library Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-09 | $100 |
| 20 | Margaret Ruth Pomeroy Hamlin Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $79,373 | |
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