William Wood Smith And Meta Hull Smith Memorial Fund F/B/O Massachu 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
- Organizations performing similar types of work
| William Wood Smith And Meta Hull Smith Memorial Fund F/B/O Massachu | |
| Employer Identification Number (EIN) | 046364163 |
| Name of Organization | William Wood Smith And Meta Hull Smith Memorial Fund F/B/O Massachu |
| In Care of Name | First Natl Bank Of Boston Old Col |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1975 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| 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 | $1,121,778 |
| Amount of Income | $374,161 |
| Form 990 Revenue Amount | $122,050 |
| National Taxonomy of Exempt Entities (NTEE) | Health - General and Rehabilitative: Hospitals and Related Primary Medical Care Facilities |
Non-representatives - add comments:
Amount of income in 2014: $374,161 (it was $439,499 in 2013)
| William Wood Smith And Meta Hull Smith Memorial Fund F/B/O Massachu: | $374,161 |
| Other organizations performing similar types of work: | $409,551 |
Assets in 2014: $1,121,778 (it was $1,128,625 in 2013)
| This organization: | $1,121,778 |
| Other organizations performing similar types of work: | $927,536 |
Expenses in 2012: $64,383
| This organization: | $64,383 |
| Other organizations performing similar types of work: | $276,074 |
Income to expenses ratio in 2012: 5.8
| This organization: | 5.8 |
| Other organizations performing similar types of work: | 1.7 |
Grants share in income in 2012: 0.0%
| William Wood Smith And Meta Hull Smith Memorial Fund F/B/O Massachu: | 0.0% |
| Other organizations performing similar types of work: | 3.5% |
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 | $122,050 | $122,050 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $38,747 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $83,303 | |||
| Total expenses and disbursements | $64,383 | $8,840 | $0 | $55,066 |
| Compensation of officers, directors, trustees, etc. | $13,641 | |||
| Total operating and administrative expenses | $15,653 | $8,840 | $6,336 | |
| Contributions, gifts, grants paid | $48,730 | |||
| Excess of revenue over expenses and disbursements | $57,667 | |||
| Net investment income | $113,210 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,143,322 | $1,166,388 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $991,348 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $79,577 | |
| Other | $72,397 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,143,322 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $83,303 |
| 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 | $1,132 |
| Total credits and payments | $454 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $454 |
| 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 | $678 |
| 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 | $1,130,302 |
| Net value of noncharitable-use assets | $1,113,340 |
| Minimum investment return | $55,667 |
| Distributable Amount (for 2012) | |
| Distributable amount | $54,535 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $54,535 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $12,186 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Stanly Regional Medical Center Foundation | PO BOX 254, Albemarle, NC 28002-0254 | NC | 1991-10 | $6,208,786 |
| 2 | Tabitha Foundation | 4720 Randolph St, Lincoln, NE 68510-3741 | NE | 1981-08 | $2,750,964 |
| 3 | St Lukes Lutheran Health Ministries Inc | PO BOX 6101, San Antonio, TX 78209-0101 | TX | 1995-02 | $1,429,687 |
| 4 | Washington Hospital Foundation | 2000 Mowry Ave, Fremont, CA 94538-1716 | CA | 1983-06 | $1,012,774 |
| 5 | William Wood Smith And Meta Hull Smith Memorial Fund F/B/O Massachu | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-08 | $374,161 |
| 6 | Meta Smith Tr Falmouth Hos Asc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-08 | $296,168 |
| 7 | Wadley Regional Medical Center Auxiliary | 1000 Pine Box 1878, Texarkana, TX 75501-5100 | TX | 1997-06 | $176,538 |
| 8 | Saline Memorial Hospital Auxilary | 1 Medical Park Dr, Benton, AR 72015-3353 | AR | 1994-09 | $136,993 |
| 9 | The Anthony Hospital And Clinic Association | 1101 E Spring St, Anthony, KS 67003-2122 | KS | 1994-07 | $114,205 |
| 10 | Tri-State Memorial Hospital Auxiliary | PO BOX 189, Clarkston, WA 99403-0189 | WA | 1997-04 | $91,379 |
| 11 | Hospital Foundation Of Crawford County | 2020 1st Ave S, Denison, IA 51442 | IA | 1993-07 | $77,001 |
| 12 | Ymca Memorial Building Corp | 345 S Elizabeth St, Lima, OH 45801-4805 | OH | 1995-06 | $1 |
| 13 | Bon Secours-Stuart Circle Hospital Inc | 8580 Magellan Parkway, Richmond, VA 23227 | VA | 1995-04 | $0 |
| 14 | Cedars Auxiliary Inc | 1400 Nw 12 Av, Miami, FL 33139 | FL | 1995-09 | $0 |
| 15 | East Carolina Health, Bertie | PO BOX 6028, Greenville, NC 27835-6028 | NC | 1998-01 | $0 |
| 16 | East Carolina Health, East Carolina Health-Beaufort Inc | PO BOX 6028, Greenville, NC 27835-6028 | NC | 1998-01 | $0 |
| 17 | Fulton County Infirmary Auxiliary Inc | 45 North Street, Gloversville, NY 12078 | NY | 1994-03 | $0 |
| 18 | Gladys Deadrick Memorial Fund For Home Delivered Meals | 639 Augusta Ave, Paynesville, MN 56362-1401 | MN | 1992-02 | $0 |
| 19 | Hewitt Tri-Facility Auxiliary Inc | 230 Coram Ave, Shelton, CT 06484-3332 | CT | 1998-10 | $0 |
| 20 | Ka U Hospital Auxiliary | PO BOX 40, Pahala, HI 96777-0040 | HI | 1993-11 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 42 | ||||||||||||||||||||||||||||||||||||||||||||||||
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