Rolley Foundation in Santa Fe, New Mexico (NM)

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Rolley Foundation
Employer Identification Number (EIN)431775684
Name of OrganizationRolley Foundation
In Care of NameAlan W Rolley
Address3101 Old Pecos Trail, Santa Fe, NM 87505-9025
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date06/1997
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$500,000 to $999,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$526,266
Amount of Income$26,055
Form 990 Revenue Amount$43,592
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations

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Amount of income in 2012: $26,055 (it was $43,592 in 2011)
This organization: 

Other organizations performing similar types of work: 


Assets in 2012: $526,266 (it was $535,109 in 2011)
Rolley Foundation: 

Other organizations performing similar types of work: 


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$43,592$43,592$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$3,295
Dividends and interest from securities$14,747
Gross rents$0
Gross profit from sales of goods$0
Other income$174
Total expenses and disbursements$36,515$8,482$0$27,250
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$9,265$8,482$0
Contributions, gifts, grants paid$27,250
Excess of revenue over expenses and disbursements$7,077
Net investment income$35,110
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$535,109$538,906
Cash - non-interest-bearing$1,642
Investments-U.S. and state government obligations$0
Investments-corporate stock$533,467
Investments-corporate bonds$0
Investments-mortgage loans$0
Total liabilities$0
Total liabilities and net assets/fund balances$535,109
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$25,376
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$702
Total credits and payments$904
2011 estimated tax payments and 2010 overpayment credited to 2011$904
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
Amount to be credited to 2012 estimated tax$202
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?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 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)?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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$578,402
Net value of noncharitable-use assets$569,720
Minimum investment return$28,486
Distributable Amount (for 2011)
Distributable amount$27,784
Undistributed Income (for 2011)
Distributable amount for 2011$27,784
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
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
IdNameAddressStateEstablishedTotal Income
1The City College 21st Century Foundation Inc138th Street And Convent Avenue, New York, NY 10031NY1997-03$86,641,569
2Center For Inquiry Development Fund3965 Rensch Rd, Amherst, NY 14228-2743NY1998-12$10,791,389
3Chapel Hill Training Outreach Project Inc800 Eastowne Dr Ste 105, Chapel Hill, NC 27514-2215NC1993-05$8,975,022
4Ziering Family Foundation6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960CA1996-06$3,505,573
5Our Lady Of Divine Providence House Of Prayer Foundation Inc711 S Bayview Ave, Clearwater, FL 33759-4251FL1994-08$283,880
6Andrea Waitt Carlton Family FoundationPO BOX 32360, Santa Fe, NM 87594-2360NM1998-06$2,100,012
7New Society FundPO BOX 836, Tesuque, NM 87574-0836NM1997-05$681,782
8Forrest Family Foundation112 Dickson Ln, Carlsbad, NM 88220-8800NM1998-12$511,877
9Banner Foundation8220 San Pedro Dr Ne Ste 400, Albuquerque, NM 87113-2476NM1997-06$353,237
10Cynthia Smith Dacosta Foundation23 Media Luna, Santa Fe, NM 87508-9504NM1997-05$292,329
11Pond Foundation1447 Seville Rd, Santa Fe, NM 87505-4647NM1997-11$201,722
12Dwi Resource Center IncPO BOX 30514, Albuquerque, NM 87190-0514NM1994-04$144,894
13Hope Tang Goodwin Foundation LtdPO BOX 1800, Tesuque, NM 87574-1800NM1998-03$102,514
14Panter Foundation4155 Mntgmy Blvd Ne, Albuquerque, NM 87109-6741NM1998-04$69,845
15Leon Family Foundation Inc1065 S Main St Ste E, Las Cruces, NM 88005-2956NM1997-04$51,861
16Davis Family Foundation3005 Hillrise Dr, Las Cruces, NM 88011-4703NM1997-05$50,542
17Finis Heidel Trust, Samberson Gene Ttee5130 N Baggett St, Hobbs, NM 88242-9746NM1997-05$29,009
18Rolley Foundation3101 Old Pecos Trail, Santa Fe, NM 87505-9025NM1997-06$26,055
19Prajna Foundation2725 Agua Fria St, Santa Fe, NM 87507-5405NM1997-08$24,897
20C S Foundation A New Mexico Non-Profit Corporation620 Highway 58, Cimarron, NM 87714-9683NM1998-03$6,251
Number of organizations performing similar types of work
District of Columbia24
North Carolina135
North Dakota2
New Hampshire17
New Jersey210
New Mexico24
New York530
Rhode Island33
South Carolina40
South Dakota12
West Virginia9
Total5,243 is not associated with, endorsed by, or sponsored by Rolley Foundation and has no official or unofficial affiliation with Rolley Foundation