Rhoda M Hellmann Trust Uw For 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
| Rhoda M Hellmann Trust Uw For | |
| Employer Identification Number (EIN) | 066263343 |
| Name of Organization | Rhoda M Hellmann Trust Uw For |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1985 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $10,000,000 to $49,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $27,314,264 |
| Amount of Income | $23,435,877 |
| Form 990 Revenue Amount | $362,221 |
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 | $3,941,777 | $3,942,240 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,002,587 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-3,417 | |||
| Other | $2,942,607 | |||
| Total expenses and disbursements | $1,412,396 | $94,593 | $0 | $1,248,914 |
| Compensation of officers, directors, trustees, etc. | $133,624 | |||
| Total operating and administrative expenses | $217,822 | $94,593 | $54,340 | |
| Contributions, gifts, grants paid | $1,194,574 | |||
| Excess of revenue over expenses and disbursements | $2,529,381 | |||
| Net investment income | $3,847,647 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $27,066,666 | $27,928,609 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $23,816,166 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,894,077 | |
| Other | $1,356,423 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $27,066,666 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,942,607 |
| 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 | $76,953 |
| Total credits and payments | $96,500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $80,168 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $16,332 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $19,547 |
| Amount to be credited to 2013 estimated tax | $19,547 |
| 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 | $27,330,663 |
| Net value of noncharitable-use assets | $26,920,700 |
| Minimum investment return | $1,346,035 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,269,082 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,269,082 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $315,527 |
| 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 | Regina M Holt Trust Fbo Blind Children 477542 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $18,225 |
| 2 | Regina M Ohara Charitable Foundation Inc | 501 Centerville Road, Warwick, RI 02886-4347 | RI | 1997-01 | $326,464 |
| 3 | Registry Of Interpreters For The Deaf, Rhode Island Rid | PO BOX 2006, Cranston, RI 02905-0006 | RI | $2,455 | |
| 4 | Rekindle Dreams Soar On Wings Of Angels, Rekindle Dreams | 5 Chestnut St Apt 6, Pawtucket, RI 02860-4453 | RI | 2003-01 | $0 |
| 5 | Rena Burney Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-01 | $10,058,752 |
| 6 | Res Trust Uw George Bucklin 1201 &-1, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-02 | $1,430,476 |
| 7 | Ress Family Foundation | 236 Freeman Pkwy, Providence, RI 02906-4648 | RI | 1960-09 | $263,701 |
| 8 | Retired Senior Volunteer Assoc Inc | PO BOX 774, Woonsocket, RI 02895-0784 | RI | 1978-11 | $148,653 |
| 9 | Rf & Pa Long Foundation Scholarship Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-03 | $2,452,172 |
| 10 | Rhoda M Hellman Test Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1984-01 | $6,380,312 |
| 11 | Rhoda M Hellmann Trust Uw For | PO BOX 1802, Providence, RI 02901-1802 | RI | 1985-02 | $23,435,877 |
| 12 | Rhode Island 4-H Club Foundation Inc | PO BOX 1925, Kingston, RI 02881-0497 | RI | 1961-05 | $170,780 |
| 13 | Rhode Island Academic Decathlon Association | 3288 Post Rd, Warwick, RI 02886-7131 | RI | 1984-08 | $60,890 |
| 14 | Rhode Island Afl-Cio, Afl-Cio | 194 Smith St, Providence, RI 02908-4914 | RI | 1966-04 | $968,616 |
| 15 | Rhode Island Amateur Hockey Association | 397 Manor Dr, Warwick, RI 02888-5710 | RI | 1986-10 | $213,923 |
| 16 | Rhode Island Apartment Association | PO BOX 6125, Providence, RI 02940-6125 | RI | 2004-12 | $2,954 |
| 17 | Rhode Island Arc-Advocating By And For People W Differing Abilities I | 99 Bald Hill Rd, Cranston, RI 02920-2648 | RI | 1965-05 | $8,900 |
| 18 | Rhode Island Arts Foundation At Newport Incorporated | PO BOX 3300, Newport, RI 02840-0992 | RI | 1967-08 | $627,274 |
| 19 | Rhode Island Assisted Living Association | 2224 Pawtucket Ave, East Providence, RI 02914-1716 | RI | 2000-08 | $321,092 |
| 20 | Rhode Island Assoc Of Plumbing Heating & Cooling Contractors, Contractors Inc | PO BOX 6820, Warwick, RI 02887-6820 | RI | 1992-05 | $51,136 |
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