Arthur D & Marvis S Rolland Tr Fbo Worthington Fire Department 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 D & Marvis S Rolland Tr Fbo Worthington Fire Department | |
| Employer Identification Number (EIN) | 046657744 |
| Name of Organization | Arthur D & Marvis S Rolland Tr Fbo Worthington Fire Department |
| 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 | 01/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $193,087 |
| Amount of Income | $153,764 |
| Form 990 Revenue Amount | $13,217 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2013: $153,764 (it was $25,892 in 2012)
| Arthur D & Marvis S Rolland Tr Fbo Worthington Fire Department: | $153,764 |
| Other organizations performing similar types of work: | $147,540 |
Assets in 2013: $193,087 (it was $191,018 in 2012)
| This organization: | $193,087 |
| Other organizations performing similar types of work: | $421,265 |
Expenses in 2012: $9,655
| This organization: | $9,655 |
| Other organizations performing similar types of work: | $65,955 |
Income to expenses ratio in 2012: 15.9
| This organization: | 15.9 |
| Other organizations performing similar types of work: | 12.1 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 100.0% |
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 | $15,332 | $15,332 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,426 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-20 | |||
| Other | $10,926 | |||
| Total expenses and disbursements | $9,655 | $1,525 | $0 | $8,030 |
| Compensation of officers, directors, trustees, etc. | $2,318 | |||
| Total operating and administrative expenses | $3,432 | $1,525 | $1,807 | |
| Contributions, gifts, grants paid | $6,223 | |||
| Excess of revenue over expenses and disbursements | $5,677 | |||
| Net investment income | $13,807 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $191,018 | $192,090 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $183,854 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $7,164 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $191,018 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $10,926 |
| 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 | $276 |
| Total credits and payments | $143 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $143 |
| 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 | $133 |
| 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 | $188,077 |
| Net value of noncharitable-use assets | $185,260 |
| Minimum investment return | $9,263 |
| Distributable Amount (for 2012) | |
| Distributable amount | $8,987 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $8,987 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,893 |
| 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 | United States Fund For Unicef In Kind Assistance Corporation | 125 Maiden Lane, New York, NY 10038-4912 | NY | 2005-11 | $155,471,904 |
| 2 | Tigers Unlimited Foundation | PO BOX 351, Auburn, AL 36831-0351 | AL | 2004-02 | $45,768,295 |
| 3 | The American University Of Greece | 10 Liberty Square, Boston, MA 02109-5801 | MA | 1995-11 | $102,912,764 |
| 4 | Highland Kansas City Foundation Inc | 300 Crescent Ct Ste 700, Dallas, TX 75201-7849 | TX | 2013-03 | $22,883,319 |
| 5 | Strategic Investment Fund For La Raza Inc | 1126 16th Street Nw, Washington, DC 20036-4804 | DC | 2001-02 | $22,320,458 |
| 6 | Gray Family Foundation | 1221 Sw Yamhill St Ste 100, Portland, OR 97205-2108 | OR | 2012-04 | $21,432,502 |
| 7 | Campus Facilities Improvement Association | 4 Embarcadero Ctr Fl 17, San Francisco, CA 94111-4158 | CA | 2008-12 | $18,407,151 |
| 8 | Zuckerman Community Outreach Foundation | 2250 E Broadway Blvd, Tucson, AZ 85719-6014 | AZ | 2007-01 | $15,707,862 |
| 9 | Ocean State Charities Trust | 1005 Main St Unit 2123, Pawtucket, RI 02860-7806 | RI | 1981-07 | $2,802,502 |
| 10 | John L Patten Trust 091261 N009-43620 Fbo Evanston Hospital A | PO BOX 1802, Providence, RI 02901-1802 | RI | 1977-08 | $1,846,929 |
| 11 | Louis F Keyes Charitable Remainder Trust Ua Fleet National Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1999-11 | $270,337 |
| 12 | Leona Belnap Trust U-W Bank Of America Ny6-100-09-01, Dr David Tomlinson | 100 Westminster St, Providence, RI 02903-2394 | RI | 2001-12 | $242,581 |
| 13 | Arthur D & Marvis S Rolland Tr Fbo Worthington Fire Department | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-01 | $153,764 |
| 14 | Arthur D & Marvis S Rolland Tr Fbo Worthington Council On Aging | PO BOX 1802, Providence, RI 02901-1802 | RI | 2002-01 | $103,443 |
| 15 | Abltc Foundation Inc | 422 Post Rd Ste 204, Warwick, RI 02888-1539 | RI | 2014-08 | $100,454 |
| 16 | Feinstein Family Fund | 41 Alhambra Cir, Cranston, RI 02905-3416 | RI | 1999-08 | $67,741 |
| 17 | Newport Rotary Charitable Foundation | PO BOX 164, Newport, RI 02840-0002 | RI | 1990-08 | $29,620 |
| 18 | Avtek 1999 Tr | 201 Hillside Rd No 101, Cranston, RI 02920-5602 | RI | 1999-11 | $0 |
| 19 | Butler Hospital Foundation | 345 Blackstone Blvd Ste 2, Providence, RI 02906-4829 | RI | 2014-07 | $0 |
| 20 | Friends Of Hanne Howard Fund Us | Po Box 403, Coventry, RI 02816 | RI | 2014-08 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,310 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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