Nan & Matilda Heydt 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
| Nan & Matilda Heydt Fund | |
| Employer Identification Number (EIN) | 046136421 |
| Name of Organization | Nan & Matilda Heydt Fund |
| In Care of Name | Baybank Valley |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 11/1967 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,236,131 |
| Amount of Income | $2,005,271 |
| Form 990 Revenue Amount | $489,610 |
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 | $557,871 | $555,557 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $143,364 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $115 | |||
| Other | $414,392 | |||
| Total expenses and disbursements | $247,609 | $33,670 | $0 | $210,617 |
| Compensation of officers, directors, trustees, etc. | $52,394 | |||
| Total operating and administrative expenses | $59,670 | $33,670 | $22,678 | |
| Contributions, gifts, grants paid | $187,939 | |||
| Excess of revenue over expenses and disbursements | $310,262 | |||
| Net investment income | $521,887 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,166,219 | $6,261,555 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $5,280,674 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $438,081 | |
| Other | $447,464 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $6,166,219 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $414,392 |
| 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 | $10,438 |
| Total credits and payments | $9,221 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $9,221 |
| 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 | $1,217 |
| 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 | $6,147,495 |
| Net value of noncharitable-use assets | $6,055,280 |
| Minimum investment return | $302,764 |
| Distributable Amount (for 2012) | |
| Distributable amount | $292,326 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $292,326 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $158,951 |
| 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 | Myketiuk Family Tuw Fdn Tr, 61-02-204-0917823 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2007-03 | $491,747 |
| 2 | Mynde & Gary Siperstein Charitable Foundation | 130 Joseph Ct, Warwick, RI 02886-9564 | RI | 2001-08 | $1,029,066 |
| 3 | Myra K Moulton Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-09 | $345,203 |
| 4 | Myron L Fuller Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $436,921 | |
| 5 | Myrtle L Shuster Tr Uw 137-1200353008 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2009-03 | $885,963 |
| 6 | Tua N Duvally Mem Fd Fbo Lasell | PO BOX 1802, Providence, RI 02901-1802 | RI | $180,818 | |
| 7 | N H C C Medical Associates Inc | 11 Friendship St, Newport, RI 02840-2209 | RI | 1985-08 | $10,350,872 |
| 8 | N K Hi Sch Ath Boosters Club | PO BOX 1257, N Kingstown, RI 02852-0620 | RI | 1995-07 | $112,427 |
| 9 | Namaskar India | 30 Alpine Estates Drive, Cranston, RI 02921 | RI | 2004-09 | $0 |
| 10 | Nami Rhode Island | 154 Waterman St Lower Level B, Providence, RI 02906-3116 | RI | 1988-01 | $492,231 |
| 11 | Nan & Matilda Heydt Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1967-11 | $2,005,271 |
| 12 | Narcolepsy Network Inc | 129 Waterwheel Ln, N Kingstown, RI 02852-3314 | RI | 1990-12 | $356,284 |
| 13 | Narragansett Affordable Housing Inc | PO BOX 388, Narragansett, RI 02882-0388 | RI | 1998-06 | $76,113 |
| 14 | Narragansett Bay Resources Foundation | 461 Water St, Warren, RI 02885-3929 | RI | 2000-02 | $4,475 |
| 15 | Narragansett Bay Wheelmen Inc | PO BOX 41177, Providence, RI 02940-1177 | RI | 2008-07 | $94,244 |
| 16 | Narragansett Bay Yachting Association Inc | PO BOX 73, Bristol, RI 02809-0073 | RI | 2001-06 | $57,305 |
| 17 | Narragansett Boat Club | PO BOX 603011, Providence, RI 02906-0011 | RI | 1984-01 | $326,844 |
| 18 | Narragansett Chamber Of Commerce | PO BOX 742, Narragansett, RI 02882-0742 | RI | 2005-07 | $92,944 |
| 19 | Narragansett Charitable Foundation Inc | 99 Colorado Ave, Warwick, RI 02888-3043 | RI | 1988-03 | $48,200 |
| 20 | Narragansett Lions Charities Inc | PO BOX 186, Narragansett, RI 02882-0186 | RI | 2007-09 | $850 |
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