Winthrop Rockefeller Trust Uw in Little Rock, Arkansas (AR)

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Winthrop Rockefeller Trust Uw
Employer Identification Number (EIN)716082655
Name of OrganizationWinthrop Rockefeller Trust Uw
In Care of NameMarion Burton
Address2230 Cottondale Ln Ste 6, Little Rock, AR 72202-2048
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date09/1984
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period06/2012
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$105,375,219
Amount of Income$25,266,448
Form 990 Revenue Amount$6,156,445


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Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$6,156,445$6,042,690$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$2,315,841
Gross rents$0
Gross profit from sales of goods$0
Other income$361,190
Other$3,479,414
Total expenses and disbursements$6,349,148$1,495,194$0$4,738,259
Compensation of officers, directors, trustees, etc.$210,417
Total operating and administrative expenses$1,833,142$1,495,194$222,309
Contributions, gifts, grants paid$4,516,006
Excess of revenue over expenses and disbursements$-192,703
Net investment income$4,547,496
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$107,031,844$126,098,474
Cash - non-interest-bearing$3,752,013
Investments-U.S. and state government obligations$0
Investments-corporate stock$49,762,348
Investments-corporate bonds$230,500
Investments-mortgage loans$0
Investments-other$52,585,500
Other$701,483
Total liabilities$395
Mortgages and other notes payable$0
Other$395
Total liabilities and net assets/fund balances$107,031,449
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$3,479,414
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$90,950
Total credits and payments$139,158
2011 estimated tax payments and 2010 overpayment credited to 2011$139,158
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
Overpayment$48,208
Amount to be credited to 2012 estimated tax$48,208
Statements Regarding Activities (for 2011)
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?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)?Yes
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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$121,172,254
Net value of noncharitable-use assets$119,354,680
Minimum investment return$5,967,734
Distributable Amount (for 2011)
Distributable amount$5,876,784
Undistributed Income (for 2011)
Distributable amount for 2011$5,876,784
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$4,327,435$0$4,327,435
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$4,272,196$0$4,272,196
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$55,239$0$55,239
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$82,757
Compensation of officers, directors, and trustees$32,537
Salaries and wages$17,326
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$1,947
Charitable contributions$0
Depreciation$1,417
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$3,578
Excess exempt expenses$0
Excess readership costs$0
Other deductions$25,952
Unrelated business taxable income$4,243,678
Unrelated business taxable income before net operating loss deduction$4,244,678
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$4,244,678
Specific deduction$1,000
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