Marlin Charitable Tr in Gig Harbor, Washington (WA)
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
| Marlin Charitable Tr | |
| Employer Identification Number (EIN) | 046838065 |
| Name of Organization | Marlin Charitable Tr |
| Address | 2919 89th Avenue Ct Nw, Gig Harbor, WA 98335-6075 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $106,912 |
| Amount of Income | $2,663 |
| Form 990 Revenue Amount | $3,775 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $2,663 (it was $2,613 in 2012)
| Marlin Charitable Tr: | $2,663 |
| Other organizations performing similar types of work: | $120,021 |
Assets in 2013: $106,912 (it was $113,316 in 2012)
| This organization: | $106,912 |
| Other organizations performing similar types of work: | $470,342 |
Expenses in 2012: $10,711
| Marlin Charitable Tr: | $10,711 |
| Other organizations performing similar types of work: | $61,754 |
Income to expenses ratio in 2012: 0.2
| This organization: | 0.2 |
| Other organizations performing similar types of work: | 2.0 |
Revenue for 2012
Expenses 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 | $2,613 | $2,613 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $12 | |||
| Dividends and interest from securities | $1,630 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $971 | |||
| Total expenses and disbursements | $10,711 | $0 | $0 | $10,150 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $561 | $0 | $0 | |
| Contributions, gifts, grants paid | $10,150 | |||
| Excess of revenue over expenses and disbursements | $-8,098 | |||
| Net investment income | $2,613 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $113,316 | $154,745 |
| Cash - non-interest-bearing | $113,316 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $113,316 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $971 |
| 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 | $52 |
| Total credits and payments | $55 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $55 |
| 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 | $3 |
| Amount to be credited to 2013 estimated tax | $3 |
| 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? | No |
| 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 | $157,154 |
| Net value of noncharitable-use assets | $154,800 |
| Minimum investment return | $7,740 |
| Distributable Amount (for 2012) | |
| Distributable amount | $7,688 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $7,688 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | S & G Foundation | PO BOX 860, Saratoga Spgs, NY 12866-0860 | NY | 1998-01 | $316,260,515 |
| 2 | The Walsh Foundation | 190 S Lasalle St Ste 1700, Chicago, IL 60603-3496 | IL | 1995-06 | $46,605,330 |
| 3 | Tasajillo Charitable Trust, Wyatt O S Jr Ttee | PO BOX 56223, Houston, TX 77256-6223 | TX | 1997-06 | $40,568,060 |
| 4 | Honzel Family Foundation | 1000 Town Center, Tacoma, WA 98422-1193 | WA | 1997-08 | $38,540,277 |
| 5 | Stuller Family Foundation | 1213 Terrace Hwy, Broussard, LA 70518-7643 | LA | 1995-04 | $34,623,905 |
| 6 | Samis Foundation | 208 James St Ste C, Seattle, WA 98104-2220 | WA | 1995-06 | $9,907,105 |
| 7 | Panorama Benevolent Fund | 1751 Circle Ln Se, Lacey, WA 98503-2570 | WA | 1972-12 | $4,775,717 |
| 8 | Sister Rebecca Berghoff Foundation | 3112 Main St, Union Gap, WA 98903-1846 | WA | 1996-03 | $3,245,448 |
| 9 | S B Schaar And P K Whelpton Foundation | 10655 Ne 4th St Ste 510, Bellevue, WA 98004-5039 | WA | 1998-11 | $2,953,537 |
| 10 | Cornelius And Lydiellen Hagan Foundation | 15326 N Edencrest Dr, Spokane, WA 99208-9738 | WA | 1997-05 | $2,520,273 |
| 11 | Elisabeth C Miller Botanical Garden Endowment Trust | 1910 Fairview Ave E Ste 102, Seattle, WA 98102-3620 | WA | 1996-09 | $2,107,821 |
| 12 | Ahn Family Foundation Tr Ua 112497, Ahn Sangwoo & Alison Donald Ttees | 17 W Mercer St Apt 306, Seattle, WA 98119-5910 | WA | 1998-02 | $1,296,327 |
| 13 | David And Amy Fulton Foundation | 925 4th Ave Ste 2900, Seattle, WA 98104-1158 | WA | 1997-08 | $1,131,963 |
| 14 | Glaser Progress Foundation | 1601 2nd Ave Ste 1080, Seattle, WA 98101-3526 | WA | 1996-08 | $517,059 |
| 15 | Lawrence True And Linda Brown Foundation | 1108 Willard Ave W, Seattle, WA 98119-3458 | WA | 1998-05 | $412,070 |
| 16 | Towne Foundation | PO BOX 28687, Bellingham, WA 98228-0687 | WA | 1997-03 | $34,584 |
| 17 | Stever Family Foundation | 29033 Se 226th St, Maple Valley, WA 98038-6923 | WA | 1997-01 | $18,783 |
| 18 | Tennesen Family Foundation | 4049 Erlands Point Road Nw, Bremerton, WA 98312-1570 | WA | 1997-07 | $4,550 |
| 19 | The Patrice And Kevin Auld Foundation | 1137 Harvard Ave E, Seattle, WA 98102-4333 | WA | 1997-07 | $133 |
| 20 | Tabernacle Baptist Foundation | PO BOX 55071, Seattle, WA 98155-0071 | WA | 1992-07 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,744 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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