Hazel Snell Putney Lincoln Foundation Trust in Saint Paul, Minnesota (MN)
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 Minnesota
| Hazel Snell Putney Lincoln Foundation Trust | |
| Employer Identification Number (EIN) | 476060040 |
| Name of Organization | Hazel Snell Putney Lincoln Foundation Trust |
| In Care of Name | First National Bank & Trust Compa |
| Address | PO BOX 64713, Saint Paul, MN 55164-0713 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1973 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $212,611 |
| Amount of Income | $74,565 |
| Form 990 Revenue Amount | $14,035 |
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 | $9,347 | $9,347 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $7,788 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,559 | |||
| Total expenses and disbursements | $17,895 | $3,619 | $0 | $14,120 |
| Compensation of officers, directors, trustees, etc. | $4,772 | |||
| Total operating and administrative expenses | $5,029 | $3,619 | $1,254 | |
| Contributions, gifts, grants paid | $12,866 | |||
| Excess of revenue over expenses and disbursements | $-8,548 | |||
| Net investment income | $5,728 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $212,611 | $238,207 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $140,540 | |
| Investments-corporate bonds | $67,031 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $5,040 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $212,611 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,559 |
| 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 | $57 |
| Total credits and payments | $108 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $108 |
| 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 | $51 |
| Amount to be credited to 2013 estimated tax | $51 |
| 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 | $236,062 |
| Net value of noncharitable-use assets | $232,520 |
| Minimum investment return | $11,626 |
| Distributable Amount (for 2012) | |
| Distributable amount | $11,569 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $11,569 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $5,281 |
| 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 Minnesota | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Hayfield Celebrations Inc | Po Box 32, Hayfield, MN 55940 | MN | 1996-10 | $0 |
| 2 | Hayfield Comm Ambulance Service | PO BOX 63, Hayfield, MN 55940-0063 | MN | 1992-10 | $169,722 |
| 3 | Hayfield Commercial Club Inc | PO BOX 14, Hayfield, MN 55940-0014 | MN | 1993-10 | $439,488 |
| 4 | Hayfield Firemens Relief Association | PO BOX 1066, Hayfield, MN 55940-1066 | MN | 1994-11 | $267,523 |
| 5 | Haypoint Jack Pine Snowmobile Club | PO BOX 211, Hill City, MN 55748-0211 | MN | 1979-02 | $53,688 |
| 6 | Hays Foundation | 80 S 8th St, Minneapolis, MN 55402-2100 | MN | 2002-09 | $5,000 |
| 7 | Hayskids | 39023 Scenic Hwy, Bovey, MN 55709 | MN | 2003-05 | $0 |
| 8 | Hayward Boosters Club Inc | 212 3rd Street Po Box 403, Hayward, MN 56043 | MN | 1993-05 | $35,642 |
| 9 | Hazel Briggs Bradford Scholarship Fund Inc | 1201 Yale Pl Apt 604, Minneapolis, MN 55403-1956 | MN | 1997-05 | $5,322 |
| 10 | Hazel S Putney Unl Fdn Tuw 58041550, L | PO BOX 64713, Saint Paul, MN 55164-0713 | MN | 1973-10 | $683,574 |
| 11 | Hazel Snell Putney Lincoln Foundation Trust | PO BOX 64713, Saint Paul, MN 55164-0713 | MN | 1973-10 | $74,565 |
| 12 | Hbi Employees Credit Union | 3415 University Ave W, Saint Paul, MN 55114-1019 | MN | 1944-09 | $350,613 |
| 13 | Hca Building Company | 720 Payne Ave, Saint Paul, MN 55130-4127 | MN | 2001-10 | $1,021,128 |
| 14 | Hccm, Hispanic Chamber Of Commerce Of Min | 401 Robert St N Ste 150, Saint Paul, MN 55101-2001 | MN | 2002-03 | $243,713 |
| 15 | Hco Investments Inc | 66 East Third Street, Winona, MN 55987-3478 | MN | 1994-06 | $38,861 |
| 16 | Hdc Foundation Inc | 1401 E 1st St, Duluth, MN 55805-2407 | MN | 2008-01 | $117,088 |
| 17 | He Cares For You Ministries | PO BOX 514, Buffalo, MN 55313-0514 | MN | 1983-02 | $54,302 |
| 18 | Head Foundation | 11100 Wayzata Boulevard, Minnetonka, MN 55305-5517 | MN | 2005-06 | $1,198,452 |
| 19 | Head Of The Red Trap Club Inc | PO BOX 141, Breckenridge, MN 56520-0141 | MN | 1978-10 | $40,150 |
| 20 | Headwaters Builders Association | PO BOX 402, Bemidji, MN 56619-0402 | MN | 1996-10 | $50,604 |
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