Hale L Colton Trust 323-301776340 in Providence, Rhode Island (RI)

Organization representatives - add corrected or new information about Hale L Colton Trust 323-301776340 »

Non-representatives - add comments about Hale L Colton Trust 323-301776340»

Hale L Colton Trust 323-301776340
Employer Identification Number (EIN)066082996
Name of OrganizationHale L Colton Trust 323-301776340
In Care of NameFleet Trust Co
AddressPO BOX 1802, Providence, RI 02901-1802
Activities4947(a)(2) trust
Subsection4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date08/1972
FoundationAll organizations except 501(c)(3)
OrganizationTrust
Exempt Organization StatusTrust described in section 4947(a)(2) of the IR Code
Tax Period12/2013
Assets$100,000 to $499,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$402,820
Amount of Income$448,893
Form 990 Revenue Amount$27,757


Non-representatives - add comments:


CAPTCHA

Your IP address 3.147.78.151 will be logged.

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$30,924$30,924$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$9,391
Gross rents$0
Gross profit from sales of goods$0
Other income$-35
Other$21,568
Total expenses and disbursements$23,162$3,784$0$19,089
Compensation of officers, directors, trustees, etc.$5,883
Total operating and administrative expenses$8,385$3,784$4,312
Contributions, gifts, grants paid$14,777
Excess of revenue over expenses and disbursements$7,762
Net investment income$27,140
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$384,120$397,449
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$372,287
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$11,833
Total liabilities$0
Total liabilities and net assets/fund balances$384,120
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$21,568
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$271
Total credits and payments$250
2012 estimated tax payments and 2011 overpayment credited to 2012$250
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$21
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$391,292
Net value of noncharitable-use assets$385,420
Minimum investment return$19,271
Distributable Amount (for 2012)
Distributable amount$19,000
Undistributed Income (for 2012)
Distributable amount for 2012$19,000
Undistributed income for 2012. This amount must be distributed in 2013$16,319
Private Operating Foundations (for 2012)
2012201120102009Total
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
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Hale L Colton Trust 323-301776340 to others? (optional)
  
Add photo of Hale L Colton Trust 323-301776340 (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Rhode Island
IdNameAddressStateEstablishedTotal Income
1H Sullivan Fbo Stephen MahanPO BOX 1802, Providence, RI 02901-1802RI$133,151
2H Wasserman Tr 2200163007PO BOX 1802, Providence, RI 02901-1802RI$78,350
3H Winfield And Phyllis Tucker Family Foundation IncPO BOX 2, Slocum, RI 02877-0002RI2001-07$136,089
4Habitat For Humanity International Inc, Rhode Island Greater Providence807 Broad Street, Providence, RI 02907-1676RI1987-01$105,147
5Habitat For Humanity International Inc, Rhode Island South CountyPO BOX 68, Shannock, RI 02875-0068RI1987-01$937,390
6Habitat For Humanity Of Ri East Bay IncPo Box 835, Newport, RI 02840RI1987-01$0
7Habitat For Humanity International, Hfh Of West Bay & Northern RiPO BOX 6743, Warwick, RI 02887-6743RI1987-01$121,418
8Haffenreffer Family FundOne Union Station, Providence, RI 02903-1758RI1992-08$336,865
9Haiti Charity Hope Foundation Inc30 Rolfe Square, Cranston, RI 02910-2802RI2006-07$92,733
10Halcyon Center Bahavioral Associate Of Mass Inc610 Manton Ave, Providence, RI 02909-5633RI1993-10$3,386,385
11Hale L Colton Trust 323-301776340PO BOX 1802, Providence, RI 02901-1802RI1972-08$448,893
12Hall Foundation Inc Trust 3 NectPO BOX 1802, Providence, RI 02901-1802RI1970-12$181,007
13Hall Foundation Inc Trust 4 NectPO BOX 1802, Providence, RI 02901-1802RI1970-12$170,280
14Hall Foundation Inc Trust No 2 Hartford Nalt Bk & Tr Co TrPO BOX 1802, Providence, RI 02901-1802RI1970-12$190,720
15Hall Foundation Trust No 1 Hartford Natl Bk & Tr Co TrPO BOX 1802, Providence, RI 02901-1802RI1970-12$161,642
16Hamilton Fish Webster Medical FundPO BOX 1802, Providence, RI 02901-1802RI1953-11$549,698
17Hamilton House276 Angell St, Providence, RI 02906-2107RI1972-08$365,615
18Hamilton M Smyser Tr Uw 30-1062405PO BOX 1802, Providence, RI 02901-1802RI1991-09$91,431
19Hampden Meadows School PtoPO BOX 377, Barrington, RI 02806-0377RI2002-03$64,536
20Handicraft Club Inc42 College St, Providence, RI 02903-2707RI1926-06$550,344

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Hale L Colton Trust 323-301776340 and has no official or unofficial affiliation with Hale L Colton Trust 323-301776340