The@george F And Elsie Barnard Hodder Classical Music 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
- Organizations performing similar types of work
The@george F And Elsie Barnard Hodder Classical Music Fund | |
Employer Identification Number (EIN) | 056120559 |
Name of Organization | The@george F And Elsie Barnard Hodder Classical Music Fund |
In Care of Name | Bank Of America |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Subsection | Charitable Organization |
Ruling Date | 11/1999 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
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 | $2,349,636 |
Amount of Income | $2,566,313 |
Form 990 Revenue Amount | $92,752 |
National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2013: $2,566,313 (it was $198,396 in 2012)
The@george F And Elsie Barnard Hodder Classical Music Fund: | $2,566,313 |
Other organizations performing similar types of work: | $41,680 |
Assets in 2013: $2,349,636 (it was $2,002,907 in 2012)
This organization: | $2,349,636 |
Other organizations performing similar types of work: | $65,579 |
Expenses in 2012: $116,444
The@george F And Elsie Barnard Hodder Classical Music Fund: | $116,444 |
Other organizations performing similar types of work: | $24,470 |
Income to expenses ratio in 2012: 22.0
This organization: | 22.0 |
Other organizations performing similar types of work: | 0.5 |
Grants share in income in 2012: 0.0%
The@george F And Elsie Barnard Hodder Classical Music Fund: | 0.0% |
Other organizations performing similar types of work: | 9.0% |
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 | $126,396 | $125,928 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $52,317 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $37 | |||
Other | $74,042 | |||
Total expenses and disbursements | $116,444 | $9,922 | $0 | $105,601 |
Compensation of officers, directors, trustees, etc. | $22,666 | |||
Total operating and administrative expenses | $25,368 | $9,922 | $14,525 | |
Contributions, gifts, grants paid | $91,076 | |||
Excess of revenue over expenses and disbursements | $9,952 | |||
Net investment income | $116,006 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $2,002,907 | $2,157,505 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $1,966,209 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $36,698 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $2,002,907 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $74,042 |
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 | $1,160 |
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 | $260 |
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 | $2,185,303 |
Net value of noncharitable-use assets | $2,152,520 |
Minimum investment return | $107,626 |
Distributable Amount (for 2012) | |
Distributable amount | $106,466 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $106,466 |
Undistributed income for 2012. This amount must be distributed in 2013 | $91,942 |
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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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Us-Central Asia Education Foundation | 124 U St Nw, Washington, DC 20001-1606 | DC | 2007-10 | $4,838,252 |
2 | Subsea Tieback Scholarship Fund | 5418 Woodbury St, Fulshear, TX 77441-4139 | TX | 2007-10 | $101,112 |
3 | Tom Mcmahon Construction Scholarship Fund | 4441 S Abilene Cir, Aurora, CO 80015-1047 | CO | 2006-11 | $18,033 |
4 | The@george F And Elsie Barnard Hodder Classical Music Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-11 | $2,566,313 |
5 | Unap Education Fund | 375 Branch Ave, Providence, RI 02904-2542 | RI | 2005-06 | $735,633 |
6 | Read To Succeed Inc | 175 Hillside Rd, Cranston, RI 02920-5602 | RI | 2009-07 | $581,814 |
7 | Clarence J Osborne Scholarship Foundation Inc | 125 Sackett St, Providence, RI 02907 | RI | 2000-06 | $468,410 |
8 | Star Kids Scholarship Program | 31 John Clarke Rd, Middletown, RI 02842-5641 | RI | 2010-03 | $445,611 |
9 | The Rev Joseph Mcgarry Memorial Scholarship Trust | 42 Granite St, Westerly, RI 02891-2250 | RI | 2014-05 | $291,363 |
10 | Scholarships To Economically Poorstudents, Steps | 143 Prairie Avenue, Providence, RI 02905-2416 | RI | 2007-03 | $272,944 |
11 | Middletown Rotary Charitable Tr | PO BOX 4258, Middletown, RI 02842 | RI | 1999-04 | $194,822 |
12 | Stephanie Kamenski Trust Uw 01-085315 | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-02 | $187,015 |
13 | The Evan Spirito Memorial Foundation | PO BOX 326, Providence, RI 02912-0200 | RI | 2013-07 | $182,497 |
14 | Raymond Scholarship Fund Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-01 | $176,354 |
15 | The Walter B Ford Science Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-04 | $172,236 |
16 | Achievement For Children With Challenges Empowered By School Sch | 215 Ferris Ave, Rumford, RI 02916-1033 | RI | 2010-02 | $157,444 |
17 | Walter L Moore Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-11 | $144,181 |
18 | Lucy L Tasher Fund 21-6006-20-5 Lasalle National Bank Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-10 | $116,125 |
19 | Jospehine Bihaly Charitable Tr Ua, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 2011-05 | $112,072 |
20 | Rhode Island Dental Foundation | 875 Centerville Rd Unit 4 # 12, Warwick, RI 02886-4366 | RI | 2001-08 | $97,390 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 23,481 |
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