Charles E Kistler Grace Hospital Trust 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
| Charles E Kistler Grace Hospital Trust | |
| Employer Identification Number (EIN) | 046024948 |
| Name of Organization | Charles E Kistler Grace Hospital Trust |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | 4947(a)(2) trust |
| 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 | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $5,261,409 |
| Amount of Income | $1,746,935 |
| Form 990 Revenue Amount | $575,020 |
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 | $591,484 | $589,492 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $123,386 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $98 | |||
| Other | $468,000 | |||
| Total expenses and disbursements | $226,795 | $30,999 | $0 | $192,521 |
| Compensation of officers, directors, trustees, etc. | $48,480 | |||
| Total operating and administrative expenses | $54,916 | $30,999 | $20,642 | |
| Contributions, gifts, grants paid | $171,879 | |||
| Excess of revenue over expenses and disbursements | $364,689 | |||
| Net investment income | $558,493 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,255,364 | $5,337,317 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $4,525,456 | |
| Investments-corporate bonds | $4,018 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $375,448 | |
| Other | $350,442 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $5,255,364 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $468,000 |
| 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 | $11,170 |
| Total credits and payments | $5,835 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $5,835 |
| 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 | $5,335 |
| 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 | $5,240,090 |
| Net value of noncharitable-use assets | $5,161,480 |
| Minimum investment return | $258,074 |
| Distributable Amount (for 2012) | |
| Distributable amount | $246,904 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $246,904 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $104,208 |
| 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 | Charles A Farnsworth Trust Ud T16476 State St Bk & Trust Co | PO BOX 1802, Providence, RI 02901-1802 | RI | $4,410,729 | |
| 2 | Charles A Hirsch Trust 400-3697005 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2014-06 | $97,985 |
| 3 | Charles A Lyons Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-07 | $368,179 |
| 4 | Charles A Morgan Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-03 | $1,255,420 |
| 5 | Charles B & Louis R Perini Family Foundation Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1954-11 | $529,747 |
| 6 | Stanley Charles B Uw Walnut Pk | PO BOX 1802, Providence, RI 02901-1802 | RI | 1965-04 | $532,973 |
| 7 | Charles C Morris Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $209,592 | |
| 8 | Charles Case Trust 137-1232602010 Fbo St Andrews, St Andrews | PO BOX 1802, Providence, RI 02901-1802 | RI | $1 | |
| 9 | Charles Davis Trust Uw 420-2540506 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-06 | $48,303 |
| 10 | Charles E & C J Adams Tr 6-0951-O | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $9,897,655 |
| 11 | Charles E Kistler Grace Hospital Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,746,935 | |
| 12 | Charles Earle Trust Uw 318574 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $145,558 |
| 13 | Charles Edwin Lawton Memorial Masonic Home | 7 Avenue E, Lincoln, RI 02865-1203 | RI | 1976-05 | $361,385 |
| 14 | Charles F Bacon Trust Uw 1-20707-02, Bank Of America Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-12 | $5,122,677 |
| 15 | Charles F Barth Fbo Crippled Children | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-11 | $739,543 |
| 16 | Charles F Barth Fbo St Georges Episcopal Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1946-07 | $293,115 |
| 17 | Charles F Barth Fbo St Pauls Episcopal Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1947-06 | $50,080 |
| 18 | Charles F Barth Fbo Whaley Memorial Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-11 | $190,038 |
| 19 | Charles F Coleman Trust T-517k Ud Durfee Attleboro Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-10 | $101,878 |
| 20 | Charles F Coleman Trust U D Durfee Attleboro Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-10 | $32,054 |
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