Helen W Moulton Scholarship Fund 01-6009480 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 W Moulton Scholarship Fund 01-6009480 | |
| Employer Identification Number (EIN) | 016009480 |
| Name of Organization | Helen W Moulton Scholarship Fund 01-6009480 |
| 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 | 03/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,070,579 |
| Amount of Income | $191,574 |
| Form 990 Revenue Amount | $81,413 |
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 | $53,237 | $53,237 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $35,898 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-412 | |||
| Other | $17,751 | |||
| Total expenses and disbursements | $68,157 | $9,070 | $0 | $56,714 |
| Compensation of officers, directors, trustees, etc. | $14,015 | |||
| Total operating and administrative expenses | $17,984 | $9,070 | $6,541 | |
| Contributions, gifts, grants paid | $50,173 | |||
| Excess of revenue over expenses and disbursements | $-14,920 | |||
| Net investment income | $44,167 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,067,642 | $1,232,419 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $103,492 | |
| Investments-corporate stock | $941,270 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $53 | |
| Other | $22,827 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,067,642 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $17,751 |
| 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 | $883 |
| Total credits and payments | $1,448 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,448 |
| 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 | $565 |
| Amount to be credited to 2013 estimated tax | $565 |
| 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 | $1,191,940 |
| Net value of noncharitable-use assets | $1,174,060 |
| Minimum investment return | $58,703 |
| Distributable Amount (for 2012) | |
| Distributable amount | $57,820 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $57,820 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $12,511 |
| 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 | Helen J Busiel Trust | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1973-07 | $205,092 |
| 2 | Helen L Blake Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-06 | $150,427 |
| 3 | Helen L Kelly Tr Uw Hn4281 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-04 | $138,842 |
| 4 | Helen Prageman Tr Ua 30-20-077 | PO BOX 1802, Providence, RI 02901-1802 | RI | $676,430 | |
| 5 | Helen Pragman Uw Middlebury College Et | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-02 | $130,244 |
| 6 | Helen R Coe Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-12 | $1,043,372 |
| 7 | Helen Thom Edwards Charitable Tr 010494 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1994-09 | $234,426 |
| 8 | Helen W Handanian Charitable Trust 74002 005 Third National Bank Tax | PO BOX 1802, Providence, RI 02901-1802 | RI | 1980-10 | $212,846 |
| 9 | Helen W Knaths & Agnes Weinrich Tr 5730054070 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-07 | $548,445 |
| 10 | Helen W Moore | PO BOX 1802, Providence, RI 02901-1802 | RI | 1987-05 | $2,261 |
| 11 | Helen W Moulton Scholarship Fund 01-6009480 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $191,574 |
| 12 | Helen Wade Greene Charitable Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1958-11 | $237,954 |
| 13 | Helen Woodman Charitable Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $311,286 |
| 14 | Helene & Bertram Bernhardt Foundation | C/O Samuel D Zurier 55 Dorrance St, Providence, RI 02903 | RI | 2006-05 | $1,569,321 |
| 15 | Helene C Derkacs Ch Trust Ud 080387 Fbo Sisters St Francis Of Peace | PO BOX 1802, Providence, RI 02901-1802 | RI | $5,511 | |
| 16 | Helene Shumay Mayer Charitable C/O Security Trust Co | PO BOX 1802, Providence, RI 02901-1802 | RI | 1960-12 | $55 |
| 17 | Hellen C Crowell Tr Uwo | PO BOX 1802, Providence, RI 02901-1802 | RI | $103,785 | |
| 18 | Helping Hands For Animals | 6 Almeida Dr, Warren, RI 02885-2902 | RI | 1994-08 | $11,046 |
| 19 | Henrietta Dexter Trust Uw 420-2599006 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $183,746 |
| 20 | Henrietta F Dexter F/B Scholarships Nect 29070-10-9 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-06 | $79,620 |
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