H Brooks Trust Fbo Mass Ch Of The Natl Cystic Fibrosis Research Fund 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
| H Brooks Trust Fbo Mass Ch Of The Natl Cystic Fibrosis Research Fund | |
| Employer Identification Number (EIN) | 046512451 |
| Name of Organization | H Brooks Trust Fbo Mass Ch Of The Natl Cystic Fibrosis Research Fund |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non financial services of facilities to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1986 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Cooperative |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,375,287 |
| Amount of Income | $1,102,702 |
| Form 990 Revenue Amount | $241,292 |
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 | $261,712 | $260,817 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $53,465 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $34 | |||
| Other | $208,213 | |||
| Total expenses and disbursements | $107,176 | $15,467 | $0 | $88,567 |
| Compensation of officers, directors, trustees, etc. | $24,079 | |||
| Total operating and administrative expenses | $29,210 | $15,467 | $10,601 | |
| Contributions, gifts, grants paid | $77,966 | |||
| Excess of revenue over expenses and disbursements | $154,536 | |||
| Net investment income | $245,350 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,393,261 | $2,437,462 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,040,735 | |
| Investments-corporate bonds | $1,388 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $196,332 | |
| Other | $154,806 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,393,261 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $208,213 |
| 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 | $4,907 |
| Total credits and payments | $2,272 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,272 |
| 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 | $2,635 |
| 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 | $2,395,707 |
| Net value of noncharitable-use assets | $2,359,780 |
| Minimum investment return | $117,989 |
| Distributable Amount (for 2012) | |
| Distributable amount | $113,082 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $113,082 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $46,071 |
| 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 | Guilford Smith Trust U/W, New Connecticut Bank & Trust Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $111,137 |
| 2 | Gustave Hartman Trust Uw 12545307 | PO BOX 1802, Providence, RI 02901-1802 | RI | $4,012,117 | |
| 3 | Guy A Buswell Trust Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-03 | $41,515 |
| 4 | Gwendolyn J Mccullen Charitable Trust Uw 136-0001211280, Fleet National Bank Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-01 | $486,799 |
| 5 | H & C Sitrin Awards Hughs Sch | PO BOX 1802, Providence, RI 02901-1802 | RI | 1990-02 | $98 |
| 6 | H & C Sitrin Kzs Award Norstar Trust Co, 7-1169 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-05 | $224 |
| 7 | H & T Medicals Inc | 1738 Broad Street, Cranston, RI 02905-2745 | RI | 1991-09 | $2,763,209 |
| 8 | H A Moses Tr Fbo Valley View Cemetery Association | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-02 | $320,968 |
| 9 | H B Hanchett Tr Uw Fbo C H H Hanchett Fd 3307271, Charlotte Hungerford Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | $217,423 | |
| 10 | H Brooks Trust Fbo Angell Mem- Animal Hospital Of Boston | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,621,382 | |
| 11 | H Brooks Trust Fbo Mass Ch Of The Natl Cystic Fibrosis Research Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1986-07 | $1,102,702 |
| 12 | H Brooks Trust-Animal Rescue League | PO BOX 1802, Providence, RI 02901-1802 | RI | 1986-07 | $1,501,832 |
| 13 | Harry R Cloudman Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $655,079 | |
| 14 | H Dexter Fib Charity | PO BOX 1802, Providence, RI 02901-1802 | RI | 1948-03 | $9,541,822 |
| 15 | H Kerner And Patricia G Smith Charitable Foundation, Smith H Kerner Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-05 | $12,808 |
| 16 | H L Stokes Art 7th Char Resid Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-07 | $47 |
| 17 | H O P E Foundation International | 14 Maplewood Street, East Providence, RI 02914 | RI | 1996-11 | $0 |
| 18 | H S Black Trust Uw Fbo H S Black & A Fuller Fund 308121 | 114 W 47th St, Providence, RI 02901 | RI | 1970-12 | $1,132,755 |
| 19 | H Sullivan Fbo Stephen Mahan | PO BOX 1802, Providence, RI 02901-1802 | RI | $133,151 | |
| 20 | H Wasserman Tr 2200163007 | PO BOX 1802, Providence, RI 02901-1802 | RI | $78,350 | |
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