Mary M Marlin Trust Uw 137-1043819010 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 M Marlin Trust Uw 137-1043819010 | |
| Employer Identification Number (EIN) | 066020979 |
| Name of Organization | Mary M Marlin Trust Uw 137-1043819010 |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| 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 | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,350,894 |
| Amount of Income | $555,886 |
| Form 990 Revenue Amount | $116,402 |
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 | $116,402 | $116,368 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $67,501 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $48,901 | |||
| Total expenses and disbursements | $169,741 | $14,200 | $0 | $154,401 |
| Compensation of officers, directors, trustees, etc. | $22,168 | |||
| Total operating and administrative expenses | $25,142 | $14,200 | $9,802 | |
| Contributions, gifts, grants paid | $144,599 | |||
| Excess of revenue over expenses and disbursements | $-53,339 | |||
| Net investment income | $102,168 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,304,731 | $3,315,674 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,605,010 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $354,965 | |
| Other | $344,756 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,304,731 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $48,901 |
| 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 | $1,022 |
| Total credits and payments | $1,040 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,040 |
| 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 | $18 |
| Amount to be credited to 2013 estimated tax | $18 |
| 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 | $3,280,945 |
| Net value of noncharitable-use assets | $3,231,740 |
| Minimum investment return | $161,587 |
| Distributable Amount (for 2012) | |
| Distributable amount | $160,565 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $160,565 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $42,126 |
| 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 | Hillside Charitable Organization Inc | 2a Gibbs Ave, Newport, RI 02840-1824 | RI | 2009-09 | $65,524 |
| 2 | Holy Rosary Band Society | 157 Gano St, Providence, RI 02906-3808 | RI | 2008-10 | $168,053 |
| 3 | Hyundai Of Newport Scholarship Fund | 1133 W Main Rd, Middletown, RI 02842-6337 | RI | 2002-12 | $893 |
| 4 | International Association Of Fire Fighters, L1363 Cranston | 681 Park Ave Ste 25, Cranston, RI 02910-2133 | RI | 1966-09 | $187,944 |
| 5 | Interntl Alliance Theatrical Stg Empl & Moving Pict Mach Operators, Iatse Local 23 | PO BOX 23044, Providence, RI 02903-0394 | RI | 1967-06 | $77,441 |
| 6 | Knights Of Columbus, 1062 William J Adams Assembly | 15 Bassett St, N Providence, RI 02904-4145 | RI | 1940-10 | $1,300 |
| 7 | Knights Of Columbus | 15 Bassett Street, North Providence, RI 02904 | RI | 1940-10 | $0 |
| 8 | Mario Della Grotta Ocd Awareness Foundation | PO BOX 19514, Johnston, RI 02919-0514 | RI | 2010-08 | $16,185 |
| 9 | Marriage Equality Ri Education Fund Inc | 251 Pawtuxet Ave, Warwick, RI 02888-1900 | RI | 2008-08 | $111,070 |
| 10 | Marriage Equality Ri Inc | 251 Pawtuxet Ave, Warwick, RI 02888-1900 | RI | 2008-03 | $624,284 |
| 11 | Mary M Marlin Trust Uw 137-1043819010 | PO BOX 1802, Providence, RI 02901-1802 | RI | $555,886 | |
| 12 | Ministerio Internacional Dunamis | 338 Arlington Ave, Warwick, RI 02889-5438 | RI | 2001-01 | $20,714 |
| 13 | St Barnabas Conference | 1697 E Main Rd, Portsmouth, RI 02871-2427 | RI | 2008-09 | $41,216 |
| 14 | Sts John And James Conference Society Of St Vincent De Paul | 20 Washington Street, West Warwick, RI 02893 | RI | 2007-02 | $0 |
| 15 | New Wine Missions | 105 Waterman Ave, East Providence, RI 02914 | RI | 2009-08 | $0 |
| 16 | North Kingstown Food Panty | 450 Boston Neck Road, Notyh Kingstown, RI 02852 | RI | 1993-03 | $244,697 |
| 17 | Quality Parts Coallition | 400 Putnam Pike, Smithfield, RI 02917-2408 | RI | 2009-11 | $510,429 |
| 18 | Ocean State Animal Coalition | PO BOX 6785, Warwick, RI 02887-6785 | RI | 2009-09 | $818,490 |
| 19 | Pascoag Cemetery In Burrillville | PO BOX 622, Harrisville, RI 02830-0622 | RI | 1945-07 | $21,610 |
| 20 | Paul E Trombino Memorial Foundation Inc | 246 Liberty Rd, Exeter, RI 02822 | RI | 1985-03 | $1,004 |
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