Harry H S Phillips Jr Scholarship Fund Of The Greater Middletown Co, R 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
| Harry H S Phillips Jr Scholarship Fund Of The Greater Middletown Co, R | |
| Employer Identification Number (EIN) | 066109415 |
| Name of Organization | Harry H S Phillips Jr Scholarship Fund Of The Greater Middletown Co |
| Secondary Name | R |
| In Care of Name | Hartford Natl Bank And Trust Co |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 12/1968 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $141,545 |
| Amount of Income | $64,240 |
| Form 990 Revenue Amount | $9,850 |
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 | $18,137 | $18,139 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,151 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $2 | |||
| Other | $14,984 | |||
| Total expenses and disbursements | $4,515 | $886 | $0 | $3,554 |
| Compensation of officers, directors, trustees, etc. | $1,386 | |||
| Total operating and administrative expenses | $1,515 | $886 | $554 | |
| Contributions, gifts, grants paid | $3,000 | |||
| Excess of revenue over expenses and disbursements | $13,622 | |||
| Net investment income | $17,253 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $149,137 | $151,284 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $126,381 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $10,313 | |
| Other | $12,443 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $149,137 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $14,984 |
| 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 | $345 |
| Total credits and payments | $109 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $109 |
| 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 | $236 |
| 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 | $148,570 |
| Net value of noncharitable-use assets | $146,340 |
| Minimum investment return | $7,317 |
| Distributable Amount (for 2012) | |
| Distributable amount | $6,972 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $6,972 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $4,434 |
| 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 | Harriet Turner Burnham Trust 40 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-08 | $529,715 |
| 2 | Harry & Beatrice Fisher Memorial Fund 6-4203, Rosentha Dana S Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1980-06 | $281,090 |
| 3 | Harry A Arens Trust Uw Fbo, Ymca-Bc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-07 | $262,018 |
| 4 | Harry A Raider Tr Uw 3292 Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $732,518 |
| 5 | Harry And Ruth Witte Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-04 | $552,562 |
| 6 | Harry B Cottelle Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $123,821 |
| 7 | Harry B Miles No2 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-04 | $917 |
| 8 | Harry C & Mary E Grafton Memorial Fund Uw 12519609, Fleet Bank Of Ma | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-11 | $920,211 |
| 9 | Harry C Hartman Trust U-W | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-05 | $4,357,088 |
| 10 | Harry E Knight Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1958-07 | $2,231 |
| 11 | Harry H S Phillips Jr Scholarship Fund Of The Greater Middletown Co, R | PO BOX 1802, Providence, RI 02901-1802 | RI | 1968-12 | $64,240 |
| 12 | Harry J Tietjen Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $108,824 | |
| 13 | Harry R Andrews Trust T1093, Bank Of America Na | PO BOX 1802, Providence, RI 02901-1802 | RI | $54,489 | |
| 14 | Harry R Dockham Trust Uw N E College | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-02 | $56,350 |
| 15 | Harry Seneca Charitable Reminder Unitrust 1150443007 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-10 | $1,275,705 |
| 16 | Harry Wolff Irrv Tr 3276300070 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-09 | $480,987 |
| 17 | Hartford Dispensary Et Al Tr2 Uw Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $383,165 | |
| 18 | Hartford Hospital Jefferson House Trust 139-1116706010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $177,525 | |
| 19 | Hartford Hospital Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $95,710 | |
| 20 | Hartford Park Corporation | 40 Laurel Hill Ave Rear, Providence, RI 02909-4306 | RI | 1975-05 | $92,942 |
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