Hortense Bergeron Co Trust Uw 420-1583506 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
| Hortense Bergeron Co Trust Uw 420-1583506 | |
| Employer Identification Number (EIN) | 046504534 |
| Name of Organization | Hortense Bergeron Co Trust Uw 420-1583506 |
| In Care of Name | Bankboston N A |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| 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 | 12/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $674,563 |
| Amount of Income | $154,914 |
| Form 990 Revenue Amount | $8,317 |
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 | $24,403 | $24,312 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $19,695 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $24 | |||
| Other | $4,684 | |||
| Total expenses and disbursements | $36,079 | $7,143 | $0 | $28,746 |
| Compensation of officers, directors, trustees, etc. | $11,512 | |||
| Total operating and administrative expenses | $13,479 | $7,143 | $6,146 | |
| Contributions, gifts, grants paid | $22,600 | |||
| Excess of revenue over expenses and disbursements | $-11,676 | |||
| Net investment income | $17,169 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $642,327 | $660,578 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $581,332 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $60,995 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $642,327 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $4,684 |
| 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 | $172 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $172 |
| 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 | $651,500 |
| Net value of noncharitable-use assets | $641,720 |
| Minimum investment return | $32,086 |
| Distributable Amount (for 2012) | |
| Distributable amount | $31,914 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $31,914 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $25,715 |
| 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 | Horace A Moses Tr 00862-00-2 Fbo Springfield Library | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $204,492 |
| 2 | Horace A Moses Tr 0086400-5 Fbo Spfld Science Museum | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $133,582 |
| 3 | Horace A Moses Tr Fb Ind Home Blind | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $1,175,867 |
| 4 | Horace A Moses Tr Fbo Guiding Eyes Blind | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-09 | $104,053 |
| 5 | Horace A Moses Tr Fbo Overseas Blind | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $181,472 |
| 6 | Horace A Moses Tr Fbo Smith Art Museum | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $140,278 |
| 7 | Horace A Moses Tr Fbo Valley Hist Museum | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $87,767 |
| 8 | Horace A Moses Trust Ua Fbo, Ticonderoga Methodist Episcopal Chu | PO BOX 1802, Providence, RI 02901-1802 | RI | $33,535 | |
| 9 | Horace G Peck Tr Uw 2-6881-00-3 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $319,414 |
| 10 | Horace Moses Tua Fbo Glenmeadow Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1969-09 | $49,594 |
| 11 | Hortense Bergeron Co Trust Uw 420-1583506 | PO BOX 1802, Providence, RI 02901-1802 | RI | $154,914 | |
| 12 | Hospice Care Of Rhode Island Foundation | 169 George St, Pawtucket, RI 02860-3853 | RI | 1996-08 | $3,500,912 |
| 13 | Hospice Of Nursing Placement Inc | 334 East Avenue, Pawtucket, RI 02860-3889 | RI | 1995-09 | $2,009,593 |
| 14 | Hospital Properties Inc | 593 Eddy St, Providence, RI 02903-4923 | RI | 1992-12 | $1,616,100 |
| 15 | House Of Compassion Inc | 2510 Mendon Rd, Cumberland, RI 02864-3705 | RI | 1995-03 | $75,114 |
| 16 | House Of Hope Community Development Corporation | PO BOX 6130, Warwick, RI 02887-6130 | RI | 1994-04 | $2,025,834 |
| 17 | Housing Authority Of The Town Of East Greenwich | 146 First Street, East Greenwich, RI 02818 | RI | 1991-01 | $1,790,023 |
| 18 | Housing Development Corporation Of The North End | 136 Woodward Road, Providence, RI 02904 | RI | 1994-12 | $101 |
| 19 | Housing Network Rhode Island Assoc Of Nonprofit Housing Developers | 1070 Main Street, Pawtucket, RI 02860-4974 | RI | 1994-06 | $421,877 |
| 20 | Housing Opportunities Corporation | 861a Broad St, Providence, RI 02907-1768 | RI | 1996-02 | $2,199,680 |
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