Aaron Hollander Trust Fund Uw, Fleet National Bank 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
| Aaron Hollander Trust Fund Uw, Fleet National Bank | |
| Employer Identification Number (EIN) | 066028519 |
| Name of Organization | Aaron Hollander Trust Fund Uw |
| Secondary Name | Fleet National Bank |
| In Care of Name | Fleet Private Clients Group |
| 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) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $987,437 |
| Amount of Income | $238,516 |
| Form 990 Revenue Amount | $38,760 |
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 | $71,614 | $70,352 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $25,246 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,168 | |||
| Other | $45,200 | |||
| Total expenses and disbursements | $46,504 | $4,884 | $0 | $41,056 |
| Compensation of officers, directors, trustees, etc. | $7,766 | |||
| Total operating and administrative expenses | $11,254 | $4,884 | $5,806 | |
| Contributions, gifts, grants paid | $35,250 | |||
| Excess of revenue over expenses and disbursements | $25,110 | |||
| Net investment income | $65,468 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $865,598 | $943,701 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $103,236 | |
| Investments-corporate stock | $735,732 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $26,630 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $865,598 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $45,200 |
| 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 | $1,309 |
| Total credits and payments | $672 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $672 |
| 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 | $637 |
| 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 | $943,083 |
| Net value of noncharitable-use assets | $928,940 |
| Minimum investment return | $46,447 |
| Distributable Amount (for 2012) | |
| Distributable amount | $45,138 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $45,138 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,794 |
| 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 | A I A R I Architectural Forum | PO BOX 6226, Providence, RI 02940-6226 | RI | 2002-05 | $47,092 |
| 2 | A J Deblois Family Foundation | PO BOX 16125, Rumford, RI 02916-0697 | RI | 2002-01 | $16,832 |
| 3 | A L Doty Trust Uw Fbo Claverack Free Library 322749 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-10 | $546,299 |
| 4 | A Macdonald Irrv Tr Fbo 4902270010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $3,903 | |
| 5 | A Miles Herrold Trusr Uw Fbo Northfield Mount Hermon School | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-02 | $345,447 |
| 6 | A New Leaf | 135 Gano St, Providence, RI 02906-3822 | RI | 1984-06 | $118,989 |
| 7 | A Paine For Day Kimball Uw, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $88,646 | |
| 8 | A Place To Grow Inc | 12 High Street, Wakefield, RI 02879-3175 | RI | 1993-09 | $710,249 |
| 9 | A R Peacock Tr Uw Alh-36155000 Fbo Misn Day Nurse Etal | PO BOX 1802, Providence, RI 02901-1802 | RI | $2,484,678 | |
| 10 | A Wish Come True Inc | 1010 Warwick Ave, Warwick, RI 02888-3652 | RI | 1984-08 | $988,385 |
| 11 | Aaron Hollander Trust Fund Uw, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $238,516 |
| 12 | Abbie C Hopkins Tr Fbo Waterbury Hospital Et Al 3301658 | PO BOX 1802, Providence, RI 02901-1802 | RI | $4,599,673 | |
| 13 | Abbie Cogswell Barker Tr 1-56960 Fbo Pattie A Barker | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-07 | $281,094 |
| 14 | Abbie F Mosley Tr Uw | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1992-09 | $1,254,933 |
| 15 | Abbott Run Valley Club | PO BOX 7011, Cumberland, RI 02864-0892 | RI | 1960-06 | $323,840 |
| 16 | Abe & Esther Manaster-Dr Charles H Solomon Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $648,034 | |
| 17 | Abigail E Williams Trust 40-309561340 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-07 | $252,857 |
| 18 | Abram & Etta Kroudvird Tr Fund Fbo Jewish Convalescent Home | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-03 | $7,605 |
| 19 | Abram & Etta Kroudviro Fund Fbo Tiffereth Israel Congregation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-03 | $11,222 |
| 20 | Academy Players | 202 King Philip Street, Providence, RI 02909 | RI | 1976-01 | $0 |
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