Hazel Tiedemann Charitable Trust Uw Fbo Hoosac Valley High School, Fleet Bank Of Massachusetts Na 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
| Hazel Tiedemann Charitable Trust Uw Fbo Hoosac Valley High School, Fleet Bank Of Massachusetts Na | |
| Employer Identification Number (EIN) | 046553899 |
| Name of Organization | Hazel Tiedemann Charitable Trust Uw Fbo Hoosac Valley High School |
| Secondary Name | Fleet Bank Of Massachusetts Na |
| In Care of Name | Berkshire Bank & Trust |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1993 |
| 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 | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $165,778 |
| Amount of Income | $170,504 |
| Form 990 Revenue Amount | $11,151 |
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 | $12,441 | $12,382 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,925 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $44 | |||
| Other | $8,472 | |||
| Total expenses and disbursements | $9,469 | $1,578 | $0 | $7,891 |
| Compensation of officers, directors, trustees, etc. | $2,455 | |||
| Total operating and administrative expenses | $3,545 | $1,578 | $1,967 | |
| Contributions, gifts, grants paid | $5,924 | |||
| Excess of revenue over expenses and disbursements | $2,972 | |||
| Net investment income | $10,804 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $162,754 | $164,820 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $157,136 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $5,618 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $162,754 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $8,472 |
| 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 | $216 |
| Total credits and payments | $96 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $96 |
| 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 | $120 |
| 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 | $163,253 |
| Net value of noncharitable-use assets | $160,800 |
| Minimum investment return | $8,040 |
| Distributable Amount (for 2012) | |
| Distributable amount | $8,624 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $8,624 |
| 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 | Hassenfeld Foundation | 101 Dyer St Ste 401, Providence, RI 02903-3908 | RI | 1947-07 | $1,017,086 |
| 2 | Hathaway Memorial Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1992-07 | $578,079 |
| 3 | Hattie E Obrion Trust, Fleet Investment Service | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-11 | $42,438 |
| 4 | Hattie F Bradstreet Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1996-02 | $107,940 |
| 5 | Hattie Ide Chaffee Nursing Home Inc | 200 Wampanoag Trl, Riverside, RI 02915-2206 | RI | 1951-07 | $7,268,482 |
| 6 | Haven Of Grace Ministries Inc | PO BOX 224, Woonsocket, RI 02895-0702 | RI | 1992-03 | $127,780 |
| 7 | Hazel A Neelans Tr Uw Art 7 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $433,985 |
| 8 | Hazel Fellows Charitable Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1988-06 | $469,047 |
| 9 | Hazel Gardner Lane B O Hpf Lib | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-03 | $32,270 |
| 10 | Hazel Johnson For Fine Arts School | PO BOX 1802, Providence, RI 02901-1802 | RI | 2008-01 | $554,112 |
| 11 | Hazel Tiedemann Charitable Trust Uw Fbo Hoosac Valley High School, Fleet Bank Of Massachusetts Na | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $170,504 |
| 12 | Hazen Scholarship Fund 3035016112 | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 2002-10 | $86,759 |
| 13 | Head Start Board Of Directors Inc | 20 Almy St, Providence, RI 02909-1629 | RI | 1986-08 | $9,954,367 |
| 14 | Health & Addictions Research Inc | 45 N Lake Dr, Barrington, RI 02806-2811 | RI | 1984-05 | $879,130 |
| 15 | Healthtouch Inc | 51 Health Ln, Warwick, RI 02886-2710 | RI | 2001-08 | $1,992,844 |
| 16 | Hebb Waterfowl Wildlife Trust | 120 Pratt St, Providence, RI 02906-1411 | RI | 1978-06 | $200 |
| 17 | Helen And Ritter Shumway Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-05 | $2,531,713 |
| 18 | Helen B Hawkes Trust 40 00 0019 0 | PO BOX 1802, Providence, RI 02901-1802 | RI | $11,336 | |
| 19 | Helen B Hawks Trust Uw 3-4000200 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $35,253 |
| 20 | Helen Blake Gile Trust | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1963-01 | $524,420 |
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