H Sullivan Fbo Stephen Mahan 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 Sullivan Fbo Stephen Mahan | |
| Employer Identification Number (EIN) | 046475956 |
| Name of Organization | H Sullivan Fbo Stephen Mahan |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| 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 | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $118,073 |
| Amount of Income | $133,151 |
| Form 990 Revenue Amount | $10,769 |
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 | $13,199 | $13,199 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,854 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-12 | |||
| Other | $10,357 | |||
| Total expenses and disbursements | $7,566 | $823 | $0 | $6,433 |
| Compensation of officers, directors, trustees, etc. | $1,231 | |||
| Total operating and administrative expenses | $1,660 | $823 | $527 | |
| Contributions, gifts, grants paid | $5,906 | |||
| Excess of revenue over expenses and disbursements | $5,633 | |||
| Net investment income | $12,376 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $118,953 | $116,572 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $116,292 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $2,661 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $118,953 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $10,357 |
| 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 | $124 |
| Total credits and payments | $200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $200 |
| 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 | $76 |
| Amount to be credited to 2013 estimated tax | $76 |
| 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 | $115,309 |
| Net value of noncharitable-use assets | $113,580 |
| Minimum investment return | $5,679 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,555 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,555 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,224 |
| 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 | 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 | |
| 2 | H Brooks Trust Fbo Angell Mem- Animal Hospital Of Boston | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,621,382 | |
| 3 | 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 |
| 4 | H Brooks Trust-Animal Rescue League | PO BOX 1802, Providence, RI 02901-1802 | RI | 1986-07 | $1,501,832 |
| 5 | Harry R Cloudman Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $655,079 | |
| 6 | H Dexter Fib Charity | PO BOX 1802, Providence, RI 02901-1802 | RI | 1948-03 | $9,541,822 |
| 7 | H Kerner And Patricia G Smith Charitable Foundation, Smith H Kerner Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-05 | $12,808 |
| 8 | H L Stokes Art 7th Char Resid Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-07 | $47 |
| 9 | H O P E Foundation International | 14 Maplewood Street, East Providence, RI 02914 | RI | 1996-11 | $0 |
| 10 | 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 |
| 11 | H Sullivan Fbo Stephen Mahan | PO BOX 1802, Providence, RI 02901-1802 | RI | $133,151 | |
| 12 | H Wasserman Tr 2200163007 | PO BOX 1802, Providence, RI 02901-1802 | RI | $78,350 | |
| 13 | H Winfield And Phyllis Tucker Family Foundation Inc | PO BOX 2, Slocum, RI 02877-0002 | RI | 2001-07 | $136,089 |
| 14 | Habitat For Humanity International Inc, Rhode Island Greater Providence | 807 Broad Street, Providence, RI 02907-1676 | RI | 1987-01 | $105,147 |
| 15 | Habitat For Humanity International Inc, Rhode Island South County | PO BOX 68, Shannock, RI 02875-0068 | RI | 1987-01 | $937,390 |
| 16 | Habitat For Humanity Of Ri East Bay Inc | Po Box 835, Newport, RI 02840 | RI | 1987-01 | $0 |
| 17 | Habitat For Humanity International, Hfh Of West Bay & Northern Ri | PO BOX 6743, Warwick, RI 02887-6743 | RI | 1987-01 | $121,418 |
| 18 | Haffenreffer Family Fund | One Union Station, Providence, RI 02903-1758 | RI | 1992-08 | $336,865 |
| 19 | Haiti Charity Hope Foundation Inc | 30 Rolfe Square, Cranston, RI 02910-2802 | RI | 2006-07 | $92,733 |
| 20 | Halcyon Center Bahavioral Associate Of Mass Inc | 610 Manton Ave, Providence, RI 02909-5633 | RI | 1993-10 | $3,386,385 |
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