Herbert E Kershaw Trust Uw State Street Bank & Trust Co Tr 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
| Herbert E Kershaw Trust Uw State Street Bank & Trust Co Tr | |
| Employer Identification Number (EIN) | 046242008 |
| Name of Organization | Herbert E Kershaw Trust Uw State Street Bank & Trust Co Tr |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1982 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $368,954 |
| Amount of Income | $226,828 |
| Form 990 Revenue Amount | $22,307 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $25,932 | $25,932 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,688 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-368 | |||
| Other | $17,612 | |||
| Total expenses and disbursements | $19,987 | $3,110 | $0 | $16,642 |
| Compensation of officers, directors, trustees, etc. | $4,648 | |||
| Total operating and administrative expenses | $5,389 | $3,110 | $2,044 | |
| Contributions, gifts, grants paid | $14,598 | |||
| Excess of revenue over expenses and disbursements | $5,945 | |||
| Net investment income | $22,822 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $346,278 | $361,259 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $340,464 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $5,814 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $346,278 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $17,612 |
| 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 | $228 |
| Total credits and payments | $196 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $196 |
| 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 | $32 |
| 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 | $349,981 |
| Net value of noncharitable-use assets | $344,740 |
| Minimum investment return | $17,237 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17,009 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17,009 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,833 |
| 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 | Henry K Mansfield Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $132,292 | |
| 2 | Henry K Sheldon Memorial Fund Trust & Accumulated Fund Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1936-08 | $192,371 |
| 3 | Henry L Peck Tr Fbo Waterbury Hospital 3300271, Waterbury Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | $5,877,880 | |
| 4 | Henry P & Annie F Stone Charitable Trust Uwo 18-2089803, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $117,368 | |
| 5 | 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 |
| 6 | Henry W And Harriet E Bruyn Trust, Poughkeepsie Ny Ymca Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-08 | $76,176 |
| 7 | Henry Walker Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-06 | $173,298 |
| 8 | Hera Educational Foundation Inc | Po Box 336, Wakefield, RI 02879 | RI | 1975-06 | $0 |
| 9 | Herbert A Harris Trust Fbo, Ridge Church | PO BOX 1802, Providence, RI 02901-1802 | RI | $44,013 | |
| 10 | Herbert E & Daisy A Stride Memorial Foundation | 50 Memorial Blvd, Newport, RI 02840-3636 | RI | 1972-08 | $482,385 |
| 11 | Herbert E Kershaw Trust Uw State Street Bank & Trust Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1982-02 | $226,828 |
| 12 | Herbert E Wadsworth Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1966-03 | $258,046 |
| 13 | Herbert H Thresher Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-02 | $328,448 |
| 14 | Herbert J Reeves Tr 726852 12011960 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $59,927 |
| 15 | Herbert J Reeves Trust Dtd 01031961 54-407268620 | PO BOX 1802, Providence, RI 02901-1802 | RI | $110,318 | |
| 16 | Herbert Lehman Ed Fd Tr Uw 01075- 86 0 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1990-09 | $192,411 |
| 17 | Herbert N Humphrey Trust, Maine Nat Bank Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-03 | $153,707 |
| 18 | Herbert W Reed Tr Ua Fbo Aspen Grove Cemetery Et Al, 37401403 | PO BOX 1802, Providence, RI 02901-1802 | RI | $462,146 | |
| 19 | Herbert W Reed Trust Fbo Town Of Ware 125-17402900 | PO BOX 1802, Providence, RI 02901-1802 | RI | $100,873 | |
| 20 | Heris Charitable Trust Uw 1045244010 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $992,135 |
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