Henry P & Annie F Stone Charitable Trust Uwo 18-2089803, Fleet National Bank 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
| Henry P & Annie F Stone Charitable Trust Uwo 18-2089803, Fleet National Bank | |
| Employer Identification Number (EIN) | 056073162 |
| Name of Organization | Henry P & Annie F Stone Charitable Trust Uwo 18-2089803 |
| Secondary Name | Fleet National Bank |
| 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 | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $211,024 |
| Amount of Income | $117,368 |
| Form 990 Revenue Amount | $12,460 |
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 | $10,743 | $10,673 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,359 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $3 | |||
| Other | $5,381 | |||
| Total expenses and disbursements | $11,931 | $1,805 | $0 | $10,158 |
| Compensation of officers, directors, trustees, etc. | $2,932 | |||
| Total operating and administrative expenses | $3,796 | $1,805 | $2,023 | |
| Contributions, gifts, grants paid | $8,135 | |||
| Excess of revenue over expenses and disbursements | $-1,188 | |||
| Net investment income | $8,868 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $215,418 | $217,861 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $188,138 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $13,185 | |
| Other | $14,095 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $215,418 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,381 |
| 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 | $177 |
| Total credits and payments | $93 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $93 |
| 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 | $84 |
| 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 | $217,563 |
| Net value of noncharitable-use assets | $214,300 |
| Minimum investment return | $10,715 |
| Distributable Amount (for 2012) | |
| Distributable amount | $10,538 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $10,538 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,159 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Henry E Davis Trust Fbo Helen Brightman 14-2238200600 | PO BOX 1802, Providence, RI 02901-1802 | RI | $386,421 | |
| 2 | Henry E Ellsworth Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $100,516 |
| 3 | Henry F Berry Trust, Amoskeag Trust Co Tr | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1991-06 | $44,166 |
| 4 | Henry F Hall Tr Ua 413952 Ct Bk & Tr Co Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $31,577 |
| 5 | Henry G Hubbard Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $51,646 | |
| 6 | Henry H Robinson Trust Fbo Trinity Parish Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $127,376 |
| 7 | Henry Herbert Smythe Trust 1 2502 1 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-04 | $731,129 |
| 8 | Henry K Mansfield Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $132,292 | |
| 9 | Henry K Sheldon Memorial Fund Trust & Accumulated Fund Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1936-08 | $192,371 |
| 10 | Henry L Peck Tr Fbo Waterbury Hospital 3300271, Waterbury Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | $5,877,880 | |
| 11 | Henry P & Annie F Stone Charitable Trust Uwo 18-2089803, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $117,368 | |
| 12 | Henry Strater Trust Ui 04-08-71 Fbo William T Strater 1-31202-09 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $83,806 |
| 13 | Henry W And Harriet E Bruyn Trust, Poughkeepsie Ny Ymca Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-08 | $76,176 |
| 14 | Henry Walker Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-06 | $173,298 |
| 15 | Hera Educational Foundation Inc | Po Box 336, Wakefield, RI 02879 | RI | 1975-06 | $0 |
| 16 | Herbert A Harris Trust Fbo, Ridge Church | PO BOX 1802, Providence, RI 02901-1802 | RI | $44,013 | |
| 17 | Herbert E & Daisy A Stride Memorial Foundation | 50 Memorial Blvd, Newport, RI 02840-3636 | RI | 1972-08 | $482,385 |
| 18 | Herbert E Kershaw Trust Uw State Street Bank & Trust Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-02 | $226,828 |
| 19 | Herbert E Wadsworth Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1966-03 | $258,046 |
| 20 | Herbert H Thresher Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-02 | $328,448 |
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