Arthur & Marvis Rolland Tua-Hill 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
- Organizations performing similar types of work
Arthur & Marvis Rolland Tua-Hill | |
Employer Identification Number (EIN) | 046657432 |
Name of Organization | Arthur & Marvis Rolland Tua-Hill |
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 | Charitable Organization |
Ruling Date | 10/2001 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2014 |
Assets | $500,000 to $999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $524,640 |
Amount of Income | $274,727 |
Form 990 Revenue Amount | $33,579 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2014: $274,727 (it was $57,423 in 2012)
This organization: | $274,727 |
Other organizations performing similar types of work: | $166,962 |
Assets in 2014: $524,640 (it was $506,374 in 2012)
Arthur & Marvis Rolland Tua-Hill: | $524,640 |
Other organizations performing similar types of work: | $349,750 |
Expenses in 2012: $25,328
Arthur & Marvis Rolland Tua-Hill: | $25,328 |
Other organizations performing similar types of work: | $34,529 |
Income to expenses ratio in 2012: 10.8
This organization: | 10.8 |
Other organizations performing similar types of work: | 6.5 |
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 | $42,488 | $42,488 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $12,110 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $-53 | |||
Other | $30,431 | |||
Total expenses and disbursements | $25,328 | $4,614 | $0 | $20,614 |
Compensation of officers, directors, trustees, etc. | $7,072 | |||
Total operating and administrative expenses | $8,423 | $4,614 | $3,709 | |
Contributions, gifts, grants paid | $16,905 | |||
Excess of revenue over expenses and disbursements | $17,160 | |||
Net investment income | $37,874 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $506,374 | $522,921 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $487,492 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $18,882 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $506,374 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $30,431 |
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 | $757 |
Total credits and payments | $362 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $362 |
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 | $395 |
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 | $513,201 |
Net value of noncharitable-use assets | $505,500 |
Minimum investment return | $25,275 |
Distributable Amount (for 2012) | |
Distributable amount | $24,518 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $24,518 |
Undistributed income for 2012. This amount must be distributed in 2013 | $16,589 |
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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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | W I H Pitts Memorial Fund Ua 1125291 | PO BOX 1908, Orlando, FL 32802-1908 | FL | 1999-11 | $35,723,435 |
2 | Southwestern Seminary Foundation | PO BOX 22100, Fort Worth, TX 76122-0001 | TX | 1999-09 | $187,644 |
3 | Venture Philanthropy Partners Inc | 1201 15th St Nw Ste 420, Washington, DC 20005-2899 | DC | 2000-09 | $17,109,076 |
4 | Taylor Family Foundation | 300 College Ave, Ashland, OH 44805-3803 | OH | 2009-08 | $3,519,401 |
5 | The Palermo-Ravich Foundation | 6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960 | CA | 1999-05 | $3,405,396 |
6 | Sister Irmgard Delfing Charitable Tr | PO BOX 2980, Milwaukee, WI 53201-2980 | WI | 2005-07 | $2,784,283 |
7 | Brinkman Charitable Tr | PO BOX 803878, Chicago, IL 60680-3878 | IL | 2011-09 | $1,360,137 |
8 | Jim And Margaret Krum Foundation Inc | 4 Northridge Dr Ste A, Hilton Head, SC 29926-3811 | SC | 2010-10 | $1,284,220 |
9 | Shepherds Foundation Inc | 1805 15th Ave, Union Grove, WI 53182-1527 | WI | 2004-09 | $1,143,557 |
10 | Samuel S Coggeshall Jr Charitable Tr | 1900 W Iles Ave, Springfield, IL 62704-4176 | IL | 2002-01 | $715,826 |
11 | W B Oehme Tr Fbo Lititz Public Library | Susq Tr 1570 Manheim Pike Bx 3300, Lancaster, PA 17604 | PA | 2004-09 | $494,510 |
12 | James Geno And Hiltrud J Gordon Memorial Fund, Markovich Mary M Ttee | PO BOX 32760, Louisville, KY 40232-2760 | KY | 2009-09 | $417,662 |
13 | Samuel W Fogelsanger Tuw | PO BOX 6010, Chambersburg, PA 17201-6010 | PA | 2004-09 | $367,122 |
14 | Star Hill Fund | 2440 W El Camino Real Ste 300, Mountain View, CA 94040-1498 | CA | 1999-11 | $317,643 |
15 | Roy Maas Youth Alternatives Foundation | 3103 West Ave, San Antonio, TX 78213-4535 | TX | 2003-07 | $312,838 |
16 | Travell Home & School Association Inc | 340 Bogert Ave, Ridgewood, NJ 07450-2704 | NJ | 1999-08 | $307,371 |
17 | Arthur & Marvis Rolland Tua-Hill | PO BOX 1802, Providence, RI 02901-1802 | RI | 2001-10 | $274,727 |
18 | Viola M Caufman Charitable Remainder Unitrust, 40132200 | PO BOX 6010, Chambersburg, PA 17201-6010 | PA | 2004-09 | $240,332 |
19 | Rose G Holler Tuw | PO BOX 6010, Chambersburg, PA 17201-6010 | PA | 2004-09 | $237,194 |
20 | Wisconsin Builders Foundation Inc | 660 John Nolen Dr Ste 320, Madison, WI 53713-1469 | WI | 1999-10 | $235,388 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 125 |
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