Tr Ua M R Hall Fbo Charity34750067 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
| Tr Ua M R Hall Fbo Charity34750067 | |
| Employer Identification Number (EIN) | 046018154 |
| Name of Organization | Tr Ua M R Hall Fbo Charity34750067 |
| 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) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,131,849 |
| Amount of Income | $393,599 |
| Form 990 Revenue Amount | $136,733 |
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 | $140,287 | $139,851 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $25,713 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $17 | |||
| Other | $114,557 | |||
| Total expenses and disbursements | $63,556 | $8,217 | $0 | $53,103 |
| Compensation of officers, directors, trustees, etc. | $12,882 | |||
| Total operating and administrative expenses | $16,576 | $8,217 | $6,123 | |
| Contributions, gifts, grants paid | $46,980 | |||
| Excess of revenue over expenses and disbursements | $76,731 | |||
| Net investment income | $131,634 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,147,890 | $1,168,985 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $977,462 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $94,026 | |
| Other | $76,402 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,147,890 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $114,557 |
| 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 | $2,633 |
| Total credits and payments | $1,400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,400 |
| 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 | $1,233 |
| 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 | $1,148,928 |
| Net value of noncharitable-use assets | $1,131,700 |
| Minimum investment return | $56,585 |
| Distributable Amount (for 2012) | |
| Distributable amount | $53,952 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $53,952 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $10,026 |
| 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 | Tr U W Mary M Coes Char Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,675,758 | |
| 2 | Tr U/W Clara Endicott Sears | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-10 | $3,182,503 |
| 3 | Tr U/W Helen C S Botsford | PO BOX 1802, Providence, RI 02901-1802 | RI | 1968-02 | $159,474 |
| 4 | Tr U/W Herbert A Chase | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-09 | $433,098 |
| 5 | Tr U/W Wallace H Deane 20-00-11870 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1953-12 | $359,154 |
| 6 | Tr U/W William J Finn For John & Mary Finn Memorial Trust Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-11 | $39,687 |
| 7 | Tr Ua Crafton Raynar Browne, Equitable Trust Company | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-01 | $97,648 |
| 8 | Tr Ua Doris Frick Ac 54-1151234008 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-01 | $3,771,038 |
| 9 | Dr Albert O Raymond Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2013-04 | $137,337 |
| 10 | Tr Ua Lydia Clark Gbc | PO BOX 1802, Providence, RI 02901-1802 | RI | $22,623 | |
| 11 | Tr Ua M R Hall Fbo Charity34750067 | PO BOX 1802, Providence, RI 02901-1802 | RI | $393,599 | |
| 12 | Tuw Albert W Dowling | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-08 | $120,755 |
| 13 | Tr Uw Alice L Carlisle For Children Of Town Of Goshen | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,699,789 |
| 14 | Tr Uw C S Weed Bo Stfd Hosp 01001610, Fleet Bank Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $124,341 |
| 15 | Tr Uw Dodson Fbo Arthur Mugford Ac 2200260009 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-07 | $68,075 |
| 16 | Tr Uw F Mason Perkins 2001640002 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-04 | $4,410,077 |
| 17 | Tr Uw Frank J Cummings For Worthy Young Men Entering The Priesthood | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-12 | $60,627 |
| 18 | Tr Uw Margarette G Crossman | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-06 | $4,270,063 |
| 19 | Tr Uw William Forbes For Memorial Hosp Of Ny, Bank Of Boston | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $206,596 |
| 20 | Tr Uw William Salcone Ac 1201639002 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-06 | $134,241 |
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