Horace A & S Ella Kimball Foundation in Westerly, 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
| Horace A & S Ella Kimball Foundation | |
| Employer Identification Number (EIN) | 056006130 |
| Name of Organization | Horace A & S Ella Kimball Foundation |
| Address | 23 Broad St, Westerly, RI 02891-1879 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1913 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $5,735,993 |
| Amount of Income | $2,451,882 |
| Form 990 Revenue Amount | $243,483 |
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 | $408,954 | $403,954 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $155 | |||
| Dividends and interest from securities | $301,589 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $11,310 | |||
| Other | $95,900 | |||
| Total expenses and disbursements | $313,679 | $15,894 | $0 | $288,765 |
| Compensation of officers, directors, trustees, etc. | $41,439 | |||
| Total operating and administrative expenses | $62,787 | $15,894 | $37,873 | |
| Contributions, gifts, grants paid | $250,892 | |||
| Excess of revenue over expenses and disbursements | $95,274 | |||
| Net investment income | $388,060 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,764,855 | $8,379,176 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,541,134 | |
| Investments-corporate bonds | $2,253,298 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $613,848 | |
| Other | $356,575 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $5,764,855 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $95,898 |
| 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 | $7,761 |
| Total credits and payments | $7,860 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $7,860 |
| 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 | $99 |
| Amount to be credited to 2013 estimated tax | $99 |
| 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 | $8,032,832 |
| Net value of noncharitable-use assets | $7,912,320 |
| Minimum investment return | $395,616 |
| Distributable Amount (for 2012) | |
| Distributable amount | $387,855 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $387,855 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $115,337 |
| 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 | Hope Funds For Cancer Research | 174 Bellevue Ave Ste 208, Newport, RI 02840-3582 | RI | 2007-01 | $898,954 |
| 2 | Hope Goddard Iselin Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-01 | $789,757 |
| 3 | Hope Highlands School Pto | 300 Hope Rd, Cranston, RI 02921 | RI | 2009-03 | $75,450 |
| 4 | Hope Library Association | 374 North Rd, Hope, RI 02831-1245 | RI | 1986-02 | $299,655 |
| 5 | Hope Renewed Realty Corporation | 224 Dexter St, Providence, RI 02907-2413 | RI | 2004-07 | $60,127 |
| 6 | Hope Research Center Inc | 3 Shadowbrook Ln Apt F, Smithfield, RI 02917 | RI | 2003-07 | $1 |
| 7 | Hope Valley Ambulance Squad Inc | PO BOX 205, Hope Valley, RI 02832-0205 | RI | 1975-05 | $592,448 |
| 8 | Hopkins Hill Road Fire Department | 1 Bestwick Trl, Coventry, RI 02816-6061 | RI | 1996-08 | $1,591,054 |
| 9 | Hopkinton Housing Association Inc | 825 Main St, Hope Valley, RI 02832-1923 | RI | 1983-03 | $11 |
| 10 | Hopkinton Village Inc | 805 Main Street, Hope Valley, RI 02832-1928 | RI | 1984-10 | $1,461 |
| 11 | Horace A & S Ella Kimball Foundation | 23 Broad St, Westerly, RI 02891-1879 | RI | 1913-03 | $2,451,882 |
| 12 | Horace A Moses Charitable Tr, Fleet Investment Services | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-12 | $331,545 |
| 13 | Horace A Moses Tr 00862-00-2 Fbo Springfield Library | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $204,492 |
| 14 | Horace A Moses Tr 0086400-5 Fbo Spfld Science Museum | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $133,582 |
| 15 | Horace A Moses Tr Fb Ind Home Blind | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $1,175,867 |
| 16 | Horace A Moses Tr Fbo Guiding Eyes Blind | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-09 | $104,053 |
| 17 | Horace A Moses Tr Fbo Overseas Blind | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $181,472 |
| 18 | Horace A Moses Tr Fbo Smith Art Museum | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $140,278 |
| 19 | Horace A Moses Tr Fbo Valley Hist Museum | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $87,767 |
| 20 | Horace A Moses Trust Ua Fbo, Ticonderoga Methodist Episcopal Chu | PO BOX 1802, Providence, RI 02901-1802 | RI | $33,535 | |
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