William L Montague Htfd Hosp Et Al Dtd 071670 14-1314764010, Hart Hosp Newington Hosp & Sal Army 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
| William L Montague Htfd Hosp Et Al Dtd 071670 14-1314764010, Hart Hosp Newington Hosp & Sal Army | |
| Employer Identification Number (EIN) | 066165874 |
| Name of Organization | William L Montague Htfd Hosp Et Al Dtd 071670 14-1314764010 |
| Secondary Name | Hart Hosp Newington Hosp & Sal Army |
| In Care of Name | Fleet Private Clients Group |
| 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) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2014 |
| 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 | $4,197,655 |
| Amount of Income | $1,352,901 |
| Form 990 Revenue Amount | $156,207 |
| National Taxonomy of Exempt Entities (NTEE) | Health - General and Rehabilitative: Hospital, General |
Non-representatives - add comments:
Amount of income in 2014: $1,352,901 (it was $2,053,752 in 2012)
| William L Montague Htfd Hosp Et Al Dtd 071670 14-1314764010, Hart Hosp Newington Hosp & Sal Army: | $1,352,901 |
| Other organizations performing similar types of work: | $317,271 |
Assets in 2014: $4,197,655 (it was $4,021,391 in 2012)
| William L Montague Htfd Hosp Et Al Dtd 071670 14-1314764010, Hart Hosp Newington Hosp & Sal Army: | $4,197,655 |
| Other organizations performing similar types of work: | $422,742 |
Expenses in 2012: $203,451
| William L Montague Htfd Hosp Et Al Dtd 071670 14-1314764010, Hart Hosp Newington Hosp & Sal Army: | $203,451 |
| Other organizations performing similar types of work: | $141,917 |
Income to expenses ratio in 2012: 6.6
| This organization: | 6.6 |
| Other organizations performing similar types of work: | 0.9 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 14.3% |
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 | $380,410 | $379,461 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $102,676 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $903 | |||
| Other | $276,831 | |||
| Total expenses and disbursements | $203,451 | $19,300 | $0 | $184,150 |
| Compensation of officers, directors, trustees, etc. | $29,894 | |||
| Total operating and administrative expenses | $32,103 | $19,300 | $12,802 | |
| Contributions, gifts, grants paid | $171,348 | |||
| Excess of revenue over expenses and disbursements | $176,959 | |||
| Net investment income | $360,161 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,021,391 | $4,054,234 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,652,615 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $368,776 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,021,391 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $276,831 |
| 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 | $7,203 |
| Total credits and payments | $1,356 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,356 |
| 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 | $5,847 |
| 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 | $3,995,522 |
| Net value of noncharitable-use assets | $3,935,580 |
| Minimum investment return | $196,779 |
| Distributable Amount (for 2012) | |
| Distributable amount | $189,576 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $189,576 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $45,153 |
| 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 | The Degen Foundation | PO BOX 10366, Fort Smith, AR 72917-0366 | AR | 1983-08 | $61,048,207 |
| 2 | Valley Hospital Foundation | 223 N Van Dien Ave, Ridgewood, NJ 07450-2726 | NJ | 1980-12 | $37,749,118 |
| 3 | United Hospital Foundation | PO BOX 43, Minneapolis, MN 55440-0043 | MN | 1978-07 | $32,517,369 |
| 4 | The Spartanburg Regional Healthcare System Foundation | C/O Jane Ovenden, Spartanburg, SC 29303 | SC | 1991-12 | $18,703,028 |
| 5 | Goodall-Witcher Hospital Authority | PO BOX 549, Clifton, TX 76634-0549 | TX | 1966-11 | $18,046,045 |
| 6 | Saint Joseph Hospital Foundation | 1835 Franklin St, Denver, CO 80218-1126 | CO | 1977-06 | $13,974,946 |
| 7 | Sacred Heart Foundation | 5151 N 9th Ave, Pensacola, FL 32504-8721 | FL | 1946-03 | $11,443,875 |
| 8 | Sarasota Memorial Healthcare Foundation | 1515 S Osprey Ave Ste B-4, Sarasota, FL 34239-2918 | FL | 1978-04 | $10,653,529 |
| 9 | Saint Barnabas Developement Foundation, Saint Barnabas Medical Center Found | 94 Old Short Hills Rd, Livingston, NJ 07039-5672 | NJ | 1982-06 | $9,008,807 |
| 10 | Waterbury Hospital Uw Fulton I K | PO BOX 1802, Providence, RI 02901-1802 | RI | $2,614,785 | |
| 11 | Fulton I Kent Uw Fdn Comm Health | PO BOX 1802, Providence, RI 02901-1802 | RI | $2,330,845 | |
| 12 | William L Montague Htfd Hosp Et Al Dtd 071670 14-1314764010, Hart Hosp Newington Hosp & Sal Army | PO BOX 1802, Providence, RI 02901-1802 | RI | $1,352,901 | |
| 13 | Balch Hospital U/W Emeline R Balch | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1933-12 | $1,269,091 |
| 14 | Miriam Hospital Womens Association | 164 Summit Ave, Providence, RI 02906-2853 | RI | 1954-08 | $752,800 |
| 15 | Pauline E Patt Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1983-03 | $449,419 |
| 16 | Middlesex Hospital | PO BOX 1802, Providence, RI 02901-1802 | RI | $435,092 | |
| 17 | Beatrice E Snow Trust Fbo, Eastern Maine Medical Center | PO BOX 1802, Providence, RI 02901-1802 | RI | $410,986 | |
| 18 | Pillsbury Hospital Residents Trust 31-50261 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1963-12 | $247,832 |
| 19 | Emma B Lane Trust Uw 542014 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $169,835 |
| 20 | Maytie C Crowell Trust Uw 207664 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $66,207 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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