Louise E Terry Trust Uw Fbo, Hfd Hosp Free Bed Fund 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
| Louise E Terry Trust Uw Fbo, Hfd Hosp Free Bed Fund | |
| Employer Identification Number (EIN) | 066138002 |
| Name of Organization | Louise E Terry Trust Uw Fbo |
| Secondary Name | Hfd Hosp Free Bed Fund |
| In Care of Name | Fleet National Bank |
| 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 | 10/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $168,313 |
| Amount of Income | $59,706 |
| Form 990 Revenue Amount | $11,369 |
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 | $9,554 | $9,554 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,323 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-139 | |||
| Other | $5,370 | |||
| Total expenses and disbursements | $9,781 | $1,660 | $0 | $7,786 |
| Compensation of officers, directors, trustees, etc. | $2,549 | |||
| Total operating and administrative expenses | $3,860 | $1,660 | $1,865 | |
| Contributions, gifts, grants paid | $5,921 | |||
| Excess of revenue over expenses and disbursements | $-227 | |||
| Net investment income | $7,894 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $164,758 | $170,060 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $159,605 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $5,153 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $164,758 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,370 |
| 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 | $158 |
| Total credits and payments | $200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $200 |
| 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 | $42 |
| Amount to be credited to 2013 estimated tax | $42 |
| 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 | $165,910 |
| Net value of noncharitable-use assets | $163,420 |
| Minimum investment return | $8,171 |
| Distributable Amount (for 2012) | |
| Distributable amount | $8,013 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $8,013 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $549 |
| 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 | King Family Fund Trust Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,067,096 |
| 2 | Klingberg Family Center Tr 01042589 Acct No 01042589, Fleet National Bank Of Connecticut | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-03 | $21,561 |
| 3 | League Of Women Voters Of Rhode Island, Bristol | 16 Sea Breeze Ln, Bristol, RI 02809-1552 | RI | 1970-06 | $2 |
| 4 | Lelia M Forster Trust 5070-00-7 Fbo Maine State Society For The, Maine National Bank Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $60,897 | |
| 5 | Leroy Unit Meth Ch U A Scw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $98,375 |
| 6 | Libraries Of Foster Inc | 184 Howard Hill Rd, Foster, RI 02825-1228 | RI | 2010-07 | $401,982 |
| 7 | Lincoln Central Elementry Pact | 1081 Great Road, Lincoln, RI 02865 | RI | 2010-04 | $27,129 |
| 8 | Lucy L Tasher Fund 21-6006-20-5 Lasalle National Bank Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-10 | $116,125 |
| 9 | Local 37 Iron Workers Jac Fund | 845 Waterman Ave, E Providence, RI 02914-1713 | RI | 2010-02 | $109,461 |
| 10 | Louis Moses Tr Fbo Louis Moses | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-07 | $133,167 |
| 11 | Louise E Terry Trust Uw Fbo, Hfd Hosp Free Bed Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | $59,706 | |
| 12 | Louise R Hausche Estate, Commercial Trust Company Of Nj Ex | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-04 | $82,263 |
| 13 | Luigi Damiano Foundation | 3100 Post Rd, Warwick, RI 02886-7142 | RI | 2010-06 | $4,420,820 |
| 14 | M A Chisholm Charitable Tr 122091 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1995-01 | $4,958,854 |
| 15 | Mabel C Hall Tr Uw Fbo Readington Reformed Church, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $156,345 | |
| 16 | Margaret M Hurley Residual Trust 1057613 | PO BOX 1802, Providence, RI 02901-1802 | RI | $2,236,363 | |
| 17 | Marguerite Bieber Tr Fbo F Memorial United Methodist Church 47542800 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-09 | $73,214 |
| 18 | Marissa Lorea Scholarship Fund | 37 Wilbur Rd, Lincoln, RI 02865-4308 | RI | 2010-05 | $14,500 |
| 19 | Mary Bradley Trust Uw Fbo, Barry John E & Others | PO BOX 1802, Providence, RI 02901-1802 | RI | $22,582 | |
| 20 | Mary G Bingham Trust 73924 Fbo, South Congregational Church | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $803,914 |
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