Mahlon H Marlin Trust Uw 137-1043801010 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
| Mahlon H Marlin Trust Uw 137-1043801010 | |
| Employer Identification Number (EIN) | 066020978 |
| Name of Organization | Mahlon H Marlin Trust Uw 137-1043801010 |
| 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) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $10,635,745 |
| Amount of Income | $2,180,893 |
| Form 990 Revenue Amount | $181,795 |
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 | $315,387 | $348,902 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $173,853 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,167 | |||
| Other | $140,367 | |||
| Total expenses and disbursements | $539,505 | $44,905 | $0 | $507,403 |
| Compensation of officers, directors, trustees, etc. | $44,392 | |||
| Total operating and administrative expenses | $50,839 | $44,905 | $18,737 | |
| Contributions, gifts, grants paid | $488,666 | |||
| Excess of revenue over expenses and disbursements | $-224,118 | |||
| Net investment income | $303,997 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $10,730,291 | $10,935,265 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $8,509,203 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,832,601 | |
| Other | $388,487 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $10,730,291 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $140,367 |
| 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 | $3,040 |
| Total credits and payments | $4,500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,500 |
| 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 | $0 |
| Overpayment | $1,460 |
| Amount to be credited to 2013 estimated tax | $1,460 |
| 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 | $10,795,718 |
| Net value of noncharitable-use assets | $10,633,780 |
| Minimum investment return | $531,689 |
| Distributable Amount (for 2012) | |
| Distributable amount | $528,649 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $528,649 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $153,335 |
| 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 | Mabel T Wooley Tr 66353105, Silver Paul A Co-Ttee | PO BOX 1802, Providence, RI 02901-1802 | RI | 2003-08 | $426,117 |
| 2 | Mabel W Bishop Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | $246,436 | |
| 3 | Macari Family Foundation, Jason P Macari Ttee | 3100 Diamond Hill Rd, Cumberland, RI 02864-2915 | RI | 2008-04 | $246,896 |
| 4 | Macdougall Family Foundation | PO BOX 1228, Block Island, RI 02807-1228 | RI | 2001-02 | $7,490 |
| 5 | Maddalena And Joseph Perrella Scholarship Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1993-07 | $470,173 |
| 6 | Madeline Barrows Memorial Trust Of Stanley Private Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1990-10 | $240,768 |
| 7 | Madeline Moses Tr Fbo Indl Home Ua 124-32012007 | PO BOX 1802, Providence, RI 02901-1802 | RI | $208,803 | |
| 8 | Madge Fairfax Tr Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1988-10 | $222,902 |
| 9 | Magown-Roberts Memorial Fund Inc | 1 Hercules Drive, North Kingstown, RI 02852 | RI | 1997-11 | $21,928 |
| 10 | Mahlon F Shreve Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $131,188 | |
| 11 | Mahlon H Marlin Trust Uw 137-1043801010 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $2,180,893 |
| 12 | Mahnken-Scholarship 0225, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $13 | |
| 13 | Mahoney For St Patricks Manor | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-03 | $2,213,381 |
| 14 | Maine Automobile Insurance Plan | C/O Aipso 302 Central Avenue, Johnston, RI 02919 | RI | 1972-06 | $152,013 |
| 15 | Maine Public Service Co Tr Exempt Employee Benefit Tr For Union Empl | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-03 | $1,122,218 |
| 16 | Major Jeremiah P Murphy Scholarship Foundation | 1 Home Loan Plz Ste 3, Warwick, RI 02886-1764 | RI | 1996-01 | $199,074 |
| 17 | Make-A-Wish Foundation Of Rhode Island | 757 Park Ave, Cranston, RI 02910-2137 | RI | 1992-02 | $1,571,015 |
| 18 | Making Progress Inc | One Davol Square, Providence, RI 02903 | RI | 2003-11 | $0 |
| 19 | Malin Fam Foundation Tr, Malin Herbert Ttee | 43 Hillside Ave, Portsmouth, RI 02871-5013 | RI | 1993-03 | $16,459 |
| 20 | Malm Manor Inc | 18 Parkis Avenue, Providence, RI 02907-1497 | RI | 2005-03 | $144,860 |
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