Helen Cone Trust Uw Fbo, Haddam E 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
| Helen Cone Trust Uw Fbo, Haddam E | |
| Employer Identification Number (EIN) | 066030642 |
| Name of Organization | Helen Cone Trust Uw Fbo |
| Secondary Name | Haddam E |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| 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 | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $471,553 |
| Amount of Income | $539,240 |
| Form 990 Revenue Amount | $19,847 |
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 | $14,769 | $13,862 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $7,940 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $907 | |||
| Other | $5,922 | |||
| Total expenses and disbursements | $21,085 | $3,632 | $0 | $17,453 |
| Compensation of officers, directors, trustees, etc. | $5,808 | |||
| Total operating and administrative expenses | $6,800 | $3,632 | $3,168 | |
| Contributions, gifts, grants paid | $14,285 | |||
| Excess of revenue over expenses and disbursements | $-6,316 | |||
| Net investment income | $10,230 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $395,488 | $454,519 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $383,999 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $11,489 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $395,488 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,922 |
| 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 | $205 |
| Total credits and payments | $328 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $328 |
| 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 | $123 |
| Amount to be credited to 2013 estimated tax | $123 |
| 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 | $445,972 |
| Net value of noncharitable-use assets | $439,280 |
| Minimum investment return | $21,964 |
| Distributable Amount (for 2012) | |
| Distributable amount | $21,759 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $21,759 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $5,596 |
| 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 | Hazen Scholarship Fund 3035016112 | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 2002-10 | $86,759 |
| 2 | Head Start Board Of Directors Inc | 20 Almy St, Providence, RI 02909-1629 | RI | 1986-08 | $9,954,367 |
| 3 | Health & Addictions Research Inc | 45 N Lake Dr, Barrington, RI 02806-2811 | RI | 1984-05 | $879,130 |
| 4 | Healthtouch Inc | 51 Health Ln, Warwick, RI 02886-2710 | RI | 2001-08 | $1,992,844 |
| 5 | Hebb Waterfowl Wildlife Trust | 120 Pratt St, Providence, RI 02906-1411 | RI | 1978-06 | $200 |
| 6 | Helen And Ritter Shumway Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-05 | $2,531,713 |
| 7 | Helen B Hawkes Trust 40 00 0019 0 | PO BOX 1802, Providence, RI 02901-1802 | RI | $11,336 | |
| 8 | Helen B Hawks Trust Uw 3-4000200 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $35,253 |
| 9 | Helen Blake Gile Trust | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1963-01 | $524,420 |
| 10 | Helen Burr Trust Ua 1-17-40 123062 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1978-06 | $199,096 |
| 11 | Helen Cone Trust Uw Fbo, Haddam E | PO BOX 1802, Providence, RI 02901-1802 | RI | $539,240 | |
| 12 | Helen D Bailey Charitable Remainder Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $-6,576 | |
| 13 | Helen D Howe Charitable Remainder Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1996-03 | $-5,093 |
| 14 | Helen E Ellis Trust 28450013 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1991-06 | $363,533 |
| 15 | Helen F Dickinson Est Tr Connecticut Bank & Trust Co | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $142,347 |
| 16 | Helen F Wylie Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-11 | $78,684 |
| 17 | Helen H Roberts Trust Ua Fbo, New Haven Symphony | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-07 | $336,273 |
| 18 | Helen H Townsend Schisp Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $13,803 | |
| 19 | Helen Harris Irrv Tua Glenmeadow Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $146,541 |
| 20 | Helen J Busiel Trust | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1973-07 | $205,092 |
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