Hattie E Obrion Trust, Fleet Investment Service 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
- Organizations performing similar types of work
| Hattie E Obrion Trust, Fleet Investment Service | |
| Employer Identification Number (EIN) | 016007845 |
| Name of Organization | Hattie E Obrion Trust |
| Secondary Name | Fleet Investment Service |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 11/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2014 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $43,919 |
| Amount of Income | $42,438 |
| Form 990 Revenue Amount | $2,542 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: |
Non-representatives - add comments:
Amount of income in 2014: $42,438 (it was $3,328 in 2012)
| Hattie E Obrion Trust, Fleet Investment Service: | $42,438 |
| Other organizations performing similar types of work: | $168,140 |
Assets in 2014: $43,919 (it was $46,965 in 2012)
| Hattie E Obrion Trust, Fleet Investment Service: | $43,919 |
| Other organizations performing similar types of work: | $443,614 |
Expenses in 2012: $2,672
| This organization: | $2,672 |
| Other organizations performing similar types of work: | $57,696 |
Income to expenses ratio in 2012: 15.9
| Hattie E Obrion Trust, Fleet Investment Service: | 15.9 |
| Other organizations performing similar types of work: | 3.0 |
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 | $2,118 | $2,118 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,600 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $518 | |||
| Total expenses and disbursements | $2,672 | $356 | $0 | $2,269 |
| Compensation of officers, directors, trustees, etc. | $594 | |||
| Total operating and administrative expenses | $1,012 | $356 | $609 | |
| Contributions, gifts, grants paid | $1,660 | |||
| Excess of revenue over expenses and disbursements | $-554 | |||
| Net investment income | $1,762 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $46,965 | $47,513 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $45,216 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,749 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $46,965 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $518 |
| 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 | $35 |
| Total credits and payments | $25 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $25 |
| 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 | $10 |
| 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 | $47,402 |
| Net value of noncharitable-use assets | $46,700 |
| Minimum investment return | $2,335 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,300 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,300 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Murray Family Charitable Foundation | 10 Weybosset St Ste 302b, Providence, RI 02903-2831 | RI | 1995-05 | $9,441,301 |
| 2 | Shipping Venture Corporation | 600 Atlantic Avenue, Boston, MA 02210-2203 | MA | 1996-05 | $2,183,439 |
| 3 | Virginia Cretella Mars Foundation | 140 Broadway, New York, NY 10005-1108 | NY | 1995-05 | $2,060,101 |
| 4 | Still Point Fund | 150 Broadway, New York, NY 10038-4381 | NY | 1997-07 | $1,189,725 |
| 5 | Stanley And Nancy Grossman Family Foundation | 600 Third Avenue, New York, NY 10016-1901 | NY | 1995-10 | $445,107 |
| 6 | Ruth And Sheldon Goldstein Foundation, Goldstein Ruth Et Al Ttee | 1035 19th St Apt 2, Santa Monica, CA 90403-4498 | CA | 1995-05 | $396,725 |
| 7 | The Philip J Hahn Foundation Inc | C/O J Rosenzweig 560 Fifth Avenue, New York, NY 10036 | NY | 1997-07 | $311,083 |
| 8 | Trowbridge Foundation, Lowell William A Ttee | PO BOX 961019, Boston, MA 02196-1019 | MA | 1997-07 | $279,339 |
| 9 | Carrie G Danforth Trust 45539, Fleet Bank Of Maine | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-03 | $234,484 |
| 10 | Weitz Family Charitable Foundation Inc | 700 Broadway 3rd Floor, New York, NY 10003-9536 | NY | 1997-06 | $227,908 |
| 11 | The@bob Hughes Fund | PO BOX 40200 FL9-100-10-19, Jacksonville, FL 32203-0200 | FL | 1998-11 | $168,140 |
| 12 | Summit Foundation Inc | 150 Stahl Rd, Getzville, NY 14068-1231 | NY | 1994-03 | $138,092 |
| 13 | Clarence H Martin Trust Memorial Fund, Fleet Bank Nh | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-04 | $133,446 |
| 14 | Darius Miller Trust Fbo, Walnut Hill Park | PO BOX 1802, Providence, RI 02901-1802 | RI | 1996-10 | $109,692 |
| 15 | The Irwin Foundation | 50 Crocker Blvd Ste 100, Mount Clemens, MI 48043-2580 | MI | 1996-08 | $107,320 |
| 16 | Tarasoff Foundation | 37 W 57th St Fl 5, New York, NY 10019-3411 | NY | 1997-07 | $93,499 |
| 17 | B Crocker Charitable Tr Ua 1342690010 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1997-03 | $86,746 |
| 18 | Mercy J Cone Trust Fbo Terryville Congregation Church Etal | PO BOX 1802, Providence, RI 02901-1802 | RI | 1996-03 | $83,033 |
| 19 | Austin Curtiss Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-01 | $44,080 |
| 20 | Hattie E Obrion Trust, Fleet Investment Service | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-11 | $42,438 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||
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| Total | 124 | ||||||||||||||||||||||||||||||||||||||||||||
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