Mary L Houlihan Trust U/W 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
| Mary L Houlihan Trust U/W | |
| Employer Identification Number (EIN) | 056007604 |
| Name of Organization | Mary L Houlihan Trust U/W |
| In Care of Name | Fleetnational Bank |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1974 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $916,534 |
| Amount of Income | $323,989 |
| Form 990 Revenue Amount | $102,497 |
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 | $99,878 | $99,524 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $21,138 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $14 | |||
| Other | $78,726 | |||
| Total expenses and disbursements | $50,989 | $7,018 | $0 | $43,214 |
| Compensation of officers, directors, trustees, etc. | $11,026 | |||
| Total operating and administrative expenses | $13,126 | $7,018 | $5,351 | |
| Contributions, gifts, grants paid | $37,863 | |||
| Excess of revenue over expenses and disbursements | $48,889 | |||
| Net investment income | $92,506 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $929,418 | $946,885 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $804,236 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $77,348 | |
| Other | $47,834 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $929,418 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $78,726 |
| 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 | $1,850 |
| Total credits and payments | $991 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $991 |
| 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 | $859 |
| 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 | $936,710 |
| Net value of noncharitable-use assets | $922,660 |
| Minimum investment return | $46,133 |
| Distributable Amount (for 2012) | |
| Distributable amount | $44,283 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $44,283 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $8,356 |
| 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 | Mary Elwell Trust, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $3,836 | |
| 2 | Mary G Burr Trust Ua | PO BOX 1802, Providence, RI 02901-1802 | RI | 1987-04 | $633,133 |
| 3 | Mary G Croston Tr Uw | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1991-11 | $135,989 |
| 4 | Mary Glover Jones Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $584,196 | |
| 5 | Mary H Agostine Trust 6-5463-0 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1987-03 | $118,228 |
| 6 | Mary Irene Fay Tuition Fund, Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | $23,304 | |
| 7 | Mary J Burroughs Estate Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $50,050 | |
| 8 | Mary J Coulter Clark Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $96,597 | |
| 9 | Mary K Pond Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-08 | $85,088 |
| 10 | Mary L Dunning Trust Uw Fbo St Josephs | PO BOX 1802, Providence, RI 02901-1802 | RI | 2010-06 | $1,190,557 |
| 11 | Mary L Houlihan Trust U/W | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-04 | $323,989 |
| 12 | Mary L Perkins Trust 420-5378506 Uw Fbo, American Bible Society | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $2,081,919 |
| 13 | Mary Louise Billings Trust 3035009497 | 10 Tripps Ln, Riverside, RI 02915-3014 | RI | 1974-08 | $423,091 |
| 14 | Mary Louise Cronin Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 2004-01 | $98,403 |
| 15 | Mary M Banning Est Tr For E A B | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $981,879 |
| 16 | Mary Martin Pettingell Foundation | 121 Hidden Mere Ln, N Kingstown, RI 02852-3700 | RI | 2000-02 | $12,828 |
| 17 | Mary Mcc Wooster Trust 2 | PO BOX 1802, Providence, RI 02901-1802 | RI | $321,512 | |
| 18 | Mary Mee Wooster Trust No 1 Conn Bank & Trust Co Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $171,206 | |
| 19 | Mary N Luther Trust Uw 10386 40 | PO BOX 1802, Providence, RI 02901-1802 | RI | $126,490 | |
| 20 | Mary P Nelson Tr Fbo Town Of Plaistow C/O Merchants National Ba | 870 Westminster St Ste 1st Flr, Providence, RI 02903-4024 | RI | 1986-07 | $79,845 |
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