Bertha L & William H Heald Scholarship Trust in Providence, Rhode Island (RI)

Bertha L & William H Heald Scholarship Trust
Employer Identification Number (EIN)	066087125
Name of Organization	Bertha L & William H Heald Scholarship Trust
In Care of Name	Conn Natl Bank
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	09/1972
Foundation	All organizations except 501(c)(3)
Exempt Organization Status	Trust described in section 4947(a)(2) of the IR Code
Tax Period	09/2014
Assets	$100,000 to $499,999
Income	$100,000 to $499,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$337,651
Amount of Income	$211,429
Form 990 Revenue Amount	$22,764

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$22,764	$22,764	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$8,346
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$-102
Other	$14,520
Total expenses and disbursements	$17,430	$1,434	$0	$15,806
Compensation of officers, directors, trustees, etc.	$2,171
Total operating and administrative expenses	$3,930	$1,434		$2,306
Contributions, gifts, grants paid	$13,500
Excess of revenue over expenses and disbursements	$5,334
Net investment income		$21,330
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$333,089	$324,687
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$331,887
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$0
Other	$1,202
Total liabilities	$0
Total liabilities and net assets/fund balances	$333,089

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$14,520
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	$213
Total credits and payments	$171
2012 estimated tax payments and 2011 overpayment credited to 2012	$171
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	$42
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	$317,158
Net value of noncharitable-use assets	$312,400
Minimum investment return	$15,620

Distributable Amount (for 2012)
Distributable amount	$15,407

Undistributed Income (for 2012)
Distributable amount for 2012	$15,407
Undistributed income for 2012. This amount must be distributed in 2013	$604

	2012	2011	2010	2009	Total
Private Operating Foundations (for 2012)
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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Id	Name	Address	State	Established	Total Income
Other organizations in Rhode Island
1	Bernard Gorfinkle Tr 420-3316006	PO BOX 1802, Providence, RI 02901-1802	RI		$115,198
2	Bernard Memorial Fund Trust 60713 Nect	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$134,723
3	Bernard W Doyle Trust 18-1027020	PO BOX 1802, Providence, RI 02901-1802	RI		$950,390
4	Bernard W Mccormick Scholarship Fund Tr	PO BOX 1802, Providence, RI 02901-1802	RI	1975-08	$456,821
5	Bertha & Julius Sheriff Family Memorial Trust Uw 14-307871940	PO BOX 1802, Providence, RI 02901-1802	RI	2004-02	$76,428
6	Bertha B Hartson Tr Uw Fbo Windham Memorial Community Hospital, Fleet Bank Na	PO BOX 1802, Providence, RI 02901-1802	RI	1993-03	$78,588
7	Bertha Borden Davis Trust Ud	PO BOX 1802, Providence, RI 02901-1802	RI	1971-10	$97,603
8	Bertha E Dillon Trust C/O Bank Of New England	PO BOX 1802, Providence, RI 02901-1802	RI	1973-06	$27,442
9	Bertha G Whidden Char Fdtn	PO BOX 1802, Providence, RI 02901-1802	RI	2002-05	$169,229
10	Bertha L & Robert M Whitson Memorial Trust	PO BOX 1802, Providence, RI 02901-1802	RI	1973-09	$129,739
11	Bertha L & William H Heald Scholarship Trust	PO BOX 1802, Providence, RI 02901-1802	RI	1972-09	$211,429
12	Bertha M Boettcher Charitable	PO BOX 1802, Providence, RI 02901-1802	RI	1983-07	$221,243
13	Bertha M Roberts Trust 07699	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$187,316
14	Bertha Seals Music Scholarship Trust Uw Dtd 050782, Fleet Bank Na Ttee	PO BOX 1802, Providence, RI 02901-1802	RI	2004-05	$37,041
15	Bertha Seals Res Trust Uw Fbo, Hunterdon Med Ctr & Shriners Hosptl	PO BOX 1802, Providence, RI 02901-1802	RI		$213,153
16	Bertha Seals Trust Uw Fbo Annandale Reformed Church Dtd 050782	PO BOX 1802, Providence, RI 02901-1802	RI		$1,469
17	Bertha Seals Trust Uw Fbo Clinton First Aid & Rescue Squad 050782, Fleet Bank Na Ttee	PO BOX 1802, Providence, RI 02901-1802	RI		$835
18	Bertha Spaeti Smith	PO BOX 1802, Providence, RI 02901-1802	RI	1900-01	$896,389
19	Bertha Trainor Memorial Bed For Children Foundation State Bank Of	PO BOX 1802, Providence, RI 02901-1802	RI	1956-06	$286,921
20	Bertha W Merselis Ups, Oneida Natl Bk & Trust Co Central	PO BOX 1802, Providence, RI 02901-1802	RI	1989-03	$19

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