Simon Hollander Fund Tr Uw, 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
Simon Hollander Fund Tr Uw, Fleet National Bank | |
Employer Identification Number (EIN) | 066028520 |
Name of Organization | Simon Hollander Fund Tr Uw |
Secondary Name | Fleet National Bank |
In Care of Name | A Bank Of America Company |
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) |
Ruling Date | 12/1970 |
Deductibility | Contributions are not deductible |
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 | $1,000,000 to $4,999,999 |
Income | $1,000,000 to $4,999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $1,295,975 |
Amount of Income | $1,072,549 |
Form 990 Revenue Amount | $52,000 |
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 | $94,447 | $92,093 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $33,165 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $2,233 | |||
Other | $59,049 | |||
Total expenses and disbursements | $60,839 | $6,543 | $0 | $54,296 |
Compensation of officers, directors, trustees, etc. | $10,433 | |||
Total operating and administrative expenses | $13,839 | $6,543 | $7,296 | |
Contributions, gifts, grants paid | $47,000 | |||
Excess of revenue over expenses and disbursements | $33,608 | |||
Net investment income | $85,550 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,138,655 | $1,237,345 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $124,943 | |
Investments-corporate stock | $976,456 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $37,256 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,138,655 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $59,049 |
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 | $1,711 |
Total credits and payments | $900 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $900 |
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 | $811 |
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 | $1,238,380 |
Net value of noncharitable-use assets | $1,219,800 |
Minimum investment return | $60,990 |
Distributable Amount (for 2012) | |
Distributable amount | $59,279 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $59,279 |
Undistributed income for 2012. This amount must be distributed in 2013 | $14,006 |
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 | Sigma Chi Frat Brown Univ Alumni Assn House Corp | PO BOX 603364, Providence, RI 02906-0764 | RI | 1985-02 | $350 |
2 | Sigma Delta Tau Society, Alpha Beta Chapter | PO BOX 5387, Wakefield, RI 02880-5387 | RI | 1947-04 | $80,071 |
3 | Sigma Kappa Sorority, Phi Chapter | 16 Fraternity Cir, Kingston, RI 02881-1102 | RI | 1943-01 | $57,537 |
4 | Sigma Phi Epsilon Fraternity Inc, Ri Beta | 34 Lower College Rd, Kingston, RI 02881-1308 | RI | 1941-01 | $382,484 |
5 | Sigma Pi Housing Corp Of Ri Inc | 34 Lower College Rd, Kingston, RI 02881-1308 | RI | 1984-05 | $400,628 |
6 | Co Tua Silva Family Schlrshp Fnd | PO BOX 1802, Providence, RI 02901-1802 | RI | 2009-04 | $51,000 |
7 | Silver Spring Golf Course Inc | 1001 Wampanoag Trl, Riverside, RI 02915-1298 | RI | 1982-09 | $95,646 |
8 | Simeon C Smith Trust, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $117,979 | |
9 | Simeon J Fortin Tr Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1990-08 | $945,775 |
10 | Simionescu Scholarship Foundation For Hackensack High School Inc | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-10 | $949,536 |
11 | Simon Hollander Fund Tr Uw, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $1,072,549 |
12 | Slater Technology Fund Inc | 3 Davol Sq Ste A301, Providence, RI 02903-4762 | RI | 1998-12 | $4,696,708 |
13 | Slingerland Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-03 | $431,527 |
14 | Slowinski Estate Fund Trust U W 01100015 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1989-04 | $63,994 |
15 | Smith & Aglis Potbelly Manor Inc | 401 Ten Rod Road, North Kingstown, RI 02852-4759 | RI | 2004-12 | $13,069 |
16 | Smith Clifford Char Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $342,558 | |
17 | Smith Educational Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1954-10 | $469,148 |
18 | Smith Hill Community Development Corporation | 231 Douglas Avenue, Providence, RI 02908-3767 | RI | 1992-10 | $1,460,573 |
19 | Smith Hill Realty Corp | 194 Smith St, Providence, RI 02908-4914 | RI | 1980-07 | $30,000 |
20 | Smithfield Figure Skating Club Inc | 18 Sharon St, Providence, RI 02908-4219 | RI | 1997-10 | $140,020 |
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