Hall Foundation Trust No 1 Hartford Natl Bk & Tr Co Tr 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
| Hall Foundation Trust No 1 Hartford Natl Bk & Tr Co Tr | |
| Employer Identification Number (EIN) | 066030807 |
| Name of Organization | Hall Foundation Trust No 1 Hartford Natl Bk & Tr Co Tr |
| In Care of Name | Hartford National Bk & Tr Co |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| 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 | $459,167 |
| Amount of Income | $161,642 |
| Form 990 Revenue Amount | $33,412 |
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 | $20,027 | $19,904 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $13,807 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $6,220 | |||
| Total expenses and disbursements | $22,023 | $3,433 | $0 | $17,577 |
| Compensation of officers, directors, trustees, etc. | $3,968 | |||
| Total operating and administrative expenses | $6,878 | $3,433 | $2,432 | |
| Contributions, gifts, grants paid | $15,145 | |||
| Excess of revenue over expenses and disbursements | $-1,996 | |||
| Net investment income | $16,471 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $455,568 | $457,300 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $370,260 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $85,308 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $455,568 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,220 |
| 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 | $329 |
| Total credits and payments | $600 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $600 |
| 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 | $271 |
| Amount to be credited to 2013 estimated tax | $271 |
| 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)? | Yes |
| 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 | $451,750 |
| Net value of noncharitable-use assets | $444,980 |
| Minimum investment return | $22,249 |
| Distributable Amount (for 2012) | |
| Distributable amount | $21,920 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $21,920 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | Habitat For Humanity International Inc, Rhode Island South County | PO BOX 68, Shannock, RI 02875-0068 | RI | 1987-01 | $937,390 |
| 2 | Habitat For Humanity Of Ri East Bay Inc | Po Box 835, Newport, RI 02840 | RI | 1987-01 | $0 |
| 3 | Habitat For Humanity International, Hfh Of West Bay & Northern Ri | PO BOX 6743, Warwick, RI 02887-6743 | RI | 1987-01 | $121,418 |
| 4 | Haffenreffer Family Fund | One Union Station, Providence, RI 02903-1758 | RI | 1992-08 | $336,865 |
| 5 | Haiti Charity Hope Foundation Inc | 30 Rolfe Square, Cranston, RI 02910-2802 | RI | 2006-07 | $92,733 |
| 6 | Halcyon Center Bahavioral Associate Of Mass Inc | 610 Manton Ave, Providence, RI 02909-5633 | RI | 1993-10 | $3,386,385 |
| 7 | Hale L Colton Trust 323-301776340 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $448,893 |
| 8 | Hall Foundation Inc Trust 3 Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $181,007 |
| 9 | Hall Foundation Inc Trust 4 Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $170,280 |
| 10 | Hall Foundation Inc Trust No 2 Hartford Nalt Bk & Tr Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $190,720 |
| 11 | Hall Foundation Trust No 1 Hartford Natl Bk & Tr Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $161,642 |
| 12 | Hamilton Fish Webster Medical Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1953-11 | $549,698 |
| 13 | Hamilton House | 276 Angell St, Providence, RI 02906-2107 | RI | 1972-08 | $365,615 |
| 14 | Hamilton M Smyser Tr Uw 30-1062405 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-09 | $91,431 |
| 15 | Hampden Meadows School Pto | PO BOX 377, Barrington, RI 02806-0377 | RI | 2002-03 | $64,536 |
| 16 | Handicraft Club Inc | 42 College St, Providence, RI 02903-2707 | RI | 1926-06 | $550,344 |
| 17 | Hands Reaching Out Ministries | Po Box 19009, Johnston, RI 02919 | RI | 1989-04 | $0 |
| 18 | Tr U A Of Hannah M Edwards | PO BOX 1802, Providence, RI 02901-1802 | RI | $16,049 | |
| 19 | Happy A Penny Trust Uw Fbo Marlboro Methodist Church 361876 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1983-01 | $34,959 |
| 20 | Happy Hollow Nursery School | 139 Ocean Ave, Cranston, RI 02905-3628 | RI | 1966-06 | $99,453 |
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