Helen And Ritter Shumway Foundation in Providence, Rhode Island (RI)

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Helen And Ritter Shumway Foundation
Employer Identification Number (EIN)166538147
Name of OrganizationHelen And Ritter Shumway Foundation
In Care of NameFleet National Bank
AddressPO BOX 1802, Providence, RI 02901-1802
SubsectionCharitable Organization
Ruling Date05/2003
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period11/2012
Assets$5,000,000 to $9,999,999
Income$500,000 to $999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$6,568,634
Amount of Income$950,154
Form 990 Revenue Amount$-385,300
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified)


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Financial snapshot ($)

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$-385,300$166,289$0
Contributions, gifts, grants, etc., received$1,000
Interest on savings and temporary cash investments$0
Dividends and interest from securities$166,426
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$494,931$29,845$0$463,262
Compensation of officers, directors, trustees, etc.$43,651
Total operating and administrative expenses$94,931$29,845$63,262
Contributions, gifts, grants paid$400,000
Excess of revenue over expenses and disbursements$-880,231
Net investment income$136,444
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$6,865,840$7,187,185
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$485,059
Investments-corporate stock$5,790,398
Investments-corporate bonds$251,000
Investments-mortgage loans$0
Investments-other$0
Other$339,383
Total liabilities$0
Total liabilities and net assets/fund balances$6,865,840
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$-552,726
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$1,364
Total credits and payments$2,592
2011 estimated tax payments and 2010 overpayment credited to 2011$2,592
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
Overpayment$1,228
Amount to be credited to 2012 estimated tax$1,228
Statements Regarding Activities (for 2011)
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$8,158,107
Net value of noncharitable-use assets$8,035,740
Minimum investment return$401,787
Distributable Amount (for 2011)
Distributable amount$400,423
Undistributed Income (for 2011)
Distributable amount for 2011$400,423
Undistributed income for 2011. This amount must be distributed in 2012$219,493
Private Operating Foundations (for 2011)
2011201020092008Total
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
Other organizations in Rhode Island
IdNameAddressStateEstablishedTotal Income
1Hathaway Memorial Charitable Trust, 220158600PO BOX 1802, Providence, RI 02901-1802RI1992-07$1,161,396
2Hattie E Obrion Trust, Fleet Investment ServicePO BOX 1802, Providence, RI 02901-1802RI1995-11$3,328
3Hattie F Bradstreet TrustPO BOX 1802, Providence, RI 02901-1802RI1996-02$436,732
4Hattie Ide Chaffee Nursing Home Inc200 Wampanoag Trl, Riverside, RI 02915-2206RI1951-07$6,950,456
5Haven Of Grace Ministries IncPO BOX 224, Woonsocket, RI 02895-0702RI1992-03$127,960
6Hazel A Neelans Tr Uw Art 7PO BOX 1802, Providence, RI 02901-1802RI1993-03$42,580
7Hazel Fellows Charitable Tr UwPO BOX 1802, Providence, RI 02901-1802RI1988-06$70,976
8Hazel Gardner Lane B O Hpf LibPO BOX 1802, Providence, RI 02901-1802RI1989-03$11,193
9Hazel Johnson For Fine Arts SchoolPO BOX 1802, Providence, RI 02901-1802RI2008-01$118,228
10Hazel Tiedemann Charitable Trust Uw Fbo Hoosac Valley High School, Fleet Bank Of Massachusetts NaPO BOX 1802, Providence, RI 02901-1802RI1993-03$23,532
11Hazen Scholarship Fund 303501611210 Tripps Ln, Riverside, RI 02915-3014RI2002-10$76,215
12Head Start Board Of Directors Inc20 Almy St, Providence, RI 02909-1629RI1986-08$9,954,367
13Health & Addictions Research Inc45 N Lake Dr, Barrington, RI 02806-2811RI1984-05$879,130
14Healthtouch Inc51 Health Ln, Warwick, RI 02886-2710RI2001-08$2,521,238
15Hebb Waterfowl Wildlife Trust120 Pratt St, Providence, RI 02906-1411RI1978-06$50
16Helen And Ritter Shumway FoundationPO BOX 1802, Providence, RI 02901-1802RI2003-05$950,154
17Helen B Hawkes Trust 40 00 0019 0PO BOX 1802, Providence, RI 02901-1802RI$4,328
18Helen B Hawks Trust Uw 3-4000200PO BOX 1802, Providence, RI 02901-1802RI1970-12$7,603
19Helen Blake Gile Trust10 Tripps Ln, Riverside, RI 02915-3014RI1963-01$484,120
20Helen Burr Trust Ua 1-17-40 123062PO BOX 1802, Providence, RI 02901-1802RI1978-06$694,341
21Helen Cone Trust Uw Fbo, Haddam EPO BOX 1802, Providence, RI 02901-1802RI$14,769
22Helen D Bailey Charitable Remainder TrPO BOX 1802, Providence, RI 02901-1802RI$-6,576
23Helen D Howe Charitable Remainder TrPO BOX 1802, Providence, RI 02901-1802RI1996-03$-5,093
24Helen E Ellis Trust 28450013PO BOX 1802, Providence, RI 02901-1802RI1991-06$1,178,210
25Helen F Dickinson Est Tr Connecticut Bank & Trust CoPO BOX 1802, Providence, RI 02901-1802RI1970-12$37,643
26Helen F Wylie FoundationPO BOX 1802, Providence, RI 02901-1802RI1976-11$25,301
27Helen H Roberts Trust Ua Fbo, New Haven SymphonyPO BOX 1802, Providence, RI 02901-1802RI1998-07$124,149
28Helen H Townsend Schisp UwPO BOX 1802, Providence, RI 02901-1802RI$13,556
29Helen Harris Irrv Tua Glenmeadow IncPO BOX 1802, Providence, RI 02901-1802RI1970-12$92,349
30Helen J Busiel Trust10 Tripps Ln, Riverside, RI 02915-3014RI1973-07$165,354

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