Charles Hunter Trust U W 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 Hunter Trust U W | |
| Employer Identification Number (EIN) | 066162999 |
| Name of Organization | Charles Hunter Trust U W |
| 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 | Charitable Organization |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2014 |
| 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 | $9,785,245 |
| Amount of Income | $3,544,800 |
| Form 990 Revenue Amount | $1,077,378 |
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 | $746,319 | $746,319 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $275,677 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-5,349 | |||
| Other | $475,991 | |||
| Total expenses and disbursements | $533,837 | $48,194 | $0 | $439,626 |
| Compensation of officers, directors, trustees, etc. | $73,928 | |||
| Total operating and administrative expenses | $126,694 | $48,194 | $32,483 | |
| Contributions, gifts, grants paid | $407,143 | |||
| Excess of revenue over expenses and disbursements | $212,482 | |||
| Net investment income | $698,125 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $9,941,218 | $9,780,503 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $9,846,635 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $94,583 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $9,941,218 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $475,991 |
| 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 | $6,981 |
| Total credits and payments | $29,413 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $29,413 |
| 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 | $22,432 |
| Amount to be credited to 2013 estimated tax | $6,984 |
| 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 | $9,519,414 |
| Net value of noncharitable-use assets | $9,376,620 |
| Minimum investment return | $468,831 |
| Distributable Amount (for 2012) | |
| Distributable amount | $461,850 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $461,850 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $117,934 |
| 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 | Burke Educational Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-12 | $95,483 |
| 2 | Carl Bard Charitable Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-05 | $116,775 |
| 3 | Cct Consolidated Fund No 4 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1900-01 | $45,339 |
| 4 | Charles Barth Trust 2150778706 Fbo, St Pauls Visiting | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $165,434 |
| 5 | Charles F Barth Tr Fbo St Pauls Epis Ch Vis Nur Fd 07-31-077810-0 | PO BOX 1802, Providence, RI 02901-1802 | RI | $61,909 | |
| 6 | Charles Fuchs Trust 51-02728-00, Fleet Natl Bank A Bank Of Amer Co | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-05 | $318,807 |
| 7 | Button Hole Kids Investment Fund | 1 Buttonhole Dr, Providence, RI 02909-5750 | RI | 2010-03 | $651,854 |
| 8 | C Thomas Clagett Jr Memorial Clinic And Regatta Inc | 231 Indian Ave, Portsmouth, RI 02871-5152 | RI | 2010-03 | $167,728 |
| 9 | Capewell M Uw Htfd Hospital Etal 4 | PO BOX 1802, Providence, RI 02901-1802 | RI | $14,892,058 | |
| 10 | Charles F Mckenney Trust 1037531 | PO BOX 1802, Providence, RI 02901-1802 | RI | $326,381 | |
| 11 | Charles Hunter Trust U W | PO BOX 1802, Providence, RI 02901-1802 | RI | $3,544,800 | |
| 12 | Charles W Holtzer Fund No 2 | PO BOX 1802, Providence, RI 02901-1802 | RI | $372,580 | |
| 13 | Charles W Nichols Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $249,914 | |
| 14 | Charlotte Menzer Tr Uw Dtd 021970 47920012 Fbo, Grace Episcopal Church | PO BOX 1802, Providence, RI 02901-1802 | RI | $69,625 | |
| 15 | Charlton Charity Trust No 4 100-6009248 | PO BOX 1802, Providence, RI 02901-1802 | RI | $368,537 | |
| 16 | Club 420 Association Inc | PO BOX 50, N Kingstown, RI 02852-0050 | RI | 2011-06 | $45,811 |
| 17 | Chartercare Health Partners | 825 Chalkstone Ave, Providence, RI 02908-4728 | RI | 2009-08 | $22,628,530 |
| 18 | Childrens Theatre Company Of Rhode Island, Ctc | 150 Slater Ave, Providence, RI 02906-5714 | RI | 2009-06 | $3,249 |
| 19 | Christ Church Paris Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $362,087 | |
| 20 | Christopher Allen Estate Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-04 | $3,318,964 |
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