Helen Cone Trust Uw Fbo, Haddam E in Providence, Rhode Island (RI)

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Helen Cone Trust Uw Fbo, Haddam E
Employer Identification Number (EIN)066030642
Name of OrganizationHelen Cone Trust Uw Fbo
Secondary NameHaddam E
In Care of NameFleet Private Clients Group
AddressPO BOX 1802, Providence, RI 02901-1802
Subsection4947(a)(1) - Private Foundation (Form 990PF Filer)
FoundationAll organizations except 501(c)(3)
Exempt Organization StatusTrust described in section 4947(a)(2) of the IR Code
Tax Period12/2012
Assets$100,000 to $499,999
Income$10,000 to $24,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$395,488
Amount of Income$14,769
Form 990 Revenue Amount$19,847


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Financial snapshot ($)

Revenue for 2011

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$19,847$19,847$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$12,373
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$7,474
Total expenses and disbursements$27,285$3,577$0$20,689
Compensation of officers, directors, trustees, etc.$5,672
Total operating and administrative expenses$10,952$3,577$4,356
Contributions, gifts, grants paid$16,333
Excess of revenue over expenses and disbursements$-7,438
Net investment income$16,270
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$401,764$421,232
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$384,001
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$17,763
Total liabilities$0
Total liabilities and net assets/fund balances$401,764
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$7,474
Net capital loss$0
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$325
Total credits and payments$1,560
2011 estimated tax payments and 2010 overpayment credited to 2011$1,560
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$1,235
Amount to be credited to 2012 estimated tax$328
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$456,874
Net value of noncharitable-use assets$450,020
Minimum investment return$22,501
Distributable Amount (for 2011)
Distributable amount$22,176
Undistributed Income (for 2011)
Distributable amount for 2011$22,176
Undistributed income for 2011. This amount must be distributed in 2012$1,290
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
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1Hazel A Neelans Tr Uw Art 7PO BOX 1802, Providence, RI 02901-1802RI1993-03$42,580
2Hazel Fellows Charitable Tr UwPO BOX 1802, Providence, RI 02901-1802RI1988-06$70,976
3Hazel Gardner Lane B O Hpf LibPO BOX 1802, Providence, RI 02901-1802RI1989-03$11,193
4Hazel Johnson For Fine Arts SchoolPO BOX 1802, Providence, RI 02901-1802RI2008-01$118,228
5Hazel Tiedemann Charitable Trust Uw Fbo Hoosac Valley High School, Fleet Bank Of Massachusetts NaPO BOX 1802, Providence, RI 02901-1802RI1993-03$23,532
6Hazen Scholarship Fund 303501611210 Tripps Ln, Riverside, RI 02915-3014RI2002-10$76,215
7Head Start Board Of Directors Inc20 Almy St, Providence, RI 02909-1629RI1986-08$9,954,367
8Health & Addictions Research Inc45 N Lake Dr, Barrington, RI 02806-2811RI1984-05$879,130
9Healthtouch Inc51 Health Ln, Warwick, RI 02886-2710RI2001-08$2,521,238
10Hebb Waterfowl Wildlife Trust120 Pratt St, Providence, RI 02906-1411RI1978-06$50
11Helen And Ritter Shumway FoundationPO BOX 1802, Providence, RI 02901-1802RI2003-05$950,154
12Helen B Hawkes Trust 40 00 0019 0PO BOX 1802, Providence, RI 02901-1802RI$4,328
13Helen B Hawks Trust Uw 3-4000200PO BOX 1802, Providence, RI 02901-1802RI1970-12$7,603
14Helen Blake Gile Trust10 Tripps Ln, Riverside, RI 02915-3014RI1963-01$484,120
15Helen Burr Trust Ua 1-17-40 123062PO BOX 1802, Providence, RI 02901-1802RI1978-06$694,341
16Helen Cone Trust Uw Fbo, Haddam EPO BOX 1802, Providence, RI 02901-1802RI$14,769
17Helen D Bailey Charitable Remainder TrPO BOX 1802, Providence, RI 02901-1802RI$-6,576
18Helen D Howe Charitable Remainder TrPO BOX 1802, Providence, RI 02901-1802RI1996-03$-5,093
19Helen E Ellis Trust 28450013PO BOX 1802, Providence, RI 02901-1802RI1991-06$1,178,210
20Helen F Dickinson Est Tr Connecticut Bank & Trust CoPO BOX 1802, Providence, RI 02901-1802RI1970-12$37,643
21Helen F Wylie FoundationPO BOX 1802, Providence, RI 02901-1802RI1976-11$25,301
22Helen H Roberts Trust Ua Fbo, New Haven SymphonyPO BOX 1802, Providence, RI 02901-1802RI1998-07$124,149
23Helen H Townsend Schisp UwPO BOX 1802, Providence, RI 02901-1802RI$13,556
24Helen Harris Irrv Tua Glenmeadow IncPO BOX 1802, Providence, RI 02901-1802RI1970-12$92,349
25Helen J Busiel Trust10 Tripps Ln, Riverside, RI 02915-3014RI1973-07$165,354
26Helen L Blake TrustPO BOX 1802, Providence, RI 02901-1802RI1972-06$32,648
27Helen L Kelly Tr Uw Hn4281PO BOX 1802, Providence, RI 02901-1802RI1995-04$50,088
28Helen Prageman Tr Ua 30-20-077PO BOX 1802, Providence, RI 02901-1802RI$82,597
29Helen Pragman Uw Middlebury College EtPO BOX 1802, Providence, RI 02901-1802RI2000-02$84,311
30Helen R Coe TrustPO BOX 1802, Providence, RI 02901-1802RI1977-12$3,081,608

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