Alex And Helen Alice Marshall Memorial Trust Fund in Tucson, Arizona (AZ)
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 Arizona
| Alex And Helen Alice Marshall Memorial Trust Fund | |
| Employer Identification Number (EIN) | 866141125 |
| Name of Organization | Alex And Helen Alice Marshall Memorial Trust Fund |
| Address | 9931 E Rocky Vista Dr, Tucson, AZ 85748-7879 |
| Subsection | Charitable Organization |
| Ruling Date | 04/1984 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $32,323 |
| Amount of Income | $1,830 |
| Form 990 Revenue Amount | $1,830 |
Non-representatives - add comments:
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 | $1,830 | $1,830 | $1,830 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1,830 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $1,748 | $298 | $0 | $1,450 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $298 | $298 | $0 | |
| Contributions, gifts, grants paid | $1,450 | |||
| Excess of revenue over expenses and disbursements | $82 | |||
| Net investment income | $1,532 | |||
| Adjusted net income | $1,830 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $32,323 | $0 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $32,323 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $32,323 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $31 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $31 |
| 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? | 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 | $31,207 |
| Net value of noncharitable-use assets | $30,740 |
| Minimum investment return | $1,537 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,506 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,506 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,506 |
| 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 Arizona | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Alan E Howard Charitable Tr 11292006, Alen E Howard Et Al Ttee | 1797 W Quartz Rock Pl, Oro Valley, AZ 85737-7823 | AZ | 2007-08 | $35,369 |
| 2 | Alano Club | 4405 E Pima St, Tucson, AZ 85712-3433 | AZ | 1988-02 | $180,857 |
| 3 | Alano Club Of Bullhead City | PO BOX 22502, Bullhead City, AZ 86439-2502 | AZ | 1987-04 | $55,905 |
| 4 | Albatross Foundation U S A | 2939 W Royal Palm Rd, Phoenix, AZ 85051 | AZ | 2004-08 | $0 |
| 5 | Albert Spannaus Charitable Unitrust | PO BOX 53456, Phoenix, AZ 85072-3456 | AZ | 1993-10 | $168,672 |
| 6 | Alberta B Farrington Foundation | 5825 E Pinnacle Vista Dr, Scottsdale, AZ 85266-8745 | AZ | 1993-03 | $9,043,965 |
| 7 | Alcoholism & Addiction Assistance Association Inc | 4210 N Longview Ave, Phoenix, AZ 85014-4525 | AZ | 1975-01 | $1,011,167 |
| 8 | Alcoholism Council Of Cochise County, Verhelst Recovery House | PO BOX 4098, Bisbee, AZ 85603-4098 | AZ | 1974-07 | $159,059 |
| 9 | Alcor Arizona Chapter Inc | 225 W Orchid Ln, Phoenix, AZ 85021-4540 | AZ | 1998-08 | $1 |
| 10 | Alethia Academy Inc | 4117 E Pima St, Tucson, AZ 85712 | AZ | 2007-09 | $2,094 |
| 11 | Alex And Helen Alice Marshall Memorial Trust Fund | 9931 E Rocky Vista Dr, Tucson, AZ 85748-7879 | AZ | 1984-04 | $1,830 |
| 12 | Alex And Roxane Papas Familyfoundation | 15931 N 80th St, Scottsdale, AZ 85260-1744 | AZ | 2006-10 | $709 |
| 13 | Alexander And Adelaide Burnham Foundation, Rubin David Ttee | PO BOX 6090, Sun City West, AZ 85376-6090 | AZ | 2001-02 | $402 |
| 14 | Alexander Brooks & Cullumber Foundation | 2730 E Capricorn Pl, Chandler, AZ 85249-5245 | AZ | 1997-02 | $1,759 |
| 15 | Alhambra Education Partnerships | 4510 N 37th Ave, Phoenix, AZ 85019-3206 | AZ | 1997-06 | $382 |
| 16 | Alhambra Foundation For The Future | 4510 N 37th Ave, Phoenix, AZ 85019-3206 | AZ | 1993-05 | $156,170 |
| 17 | Alice Bennett Ministries | 27052 N 71st Place, Scottsdale, AZ 85262 | AZ | 2007-06 | $3,000 |
| 18 | Alices Place Inc | PO BOX 904, Winslow, AZ 86047-0904 | AZ | 2001-01 | $220,872 |
| 19 | Alisas Angels Foundation | 3404 N Soldier Trl, Tucson, AZ 85749-9099 | AZ | 2008-03 | $103,771 |
| 20 | All Aboard Charter School | 5827 N 35th Ave, Phoenix, AZ 85017-1915 | AZ | 2003-06 | $803,705 |
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