WASHINGTON TRUST CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON TRUST CHARITABLE FOUNDATION (EIN 05-0477294)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-30
- IRS object ID
- 202421219349101702
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-30T10:01:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLZ STE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029032485 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050477294 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON TRUST CO CHARITABLE FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WASH | BusinessNameControlTxt |
| Phone | 4016544815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BROAD STREET | AddressLine1Txt |
| City | WESTERLY | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY I MCCARTHY | PersonNm |
| Person Title | SVP/CHIEF TXOFC | PersonTitleTxt |
| Phone | 4016544815 | PhoneNum |
| Signature | 2024-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8662974127 | PhoneNum |
| Preparation | 2024-04-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,609,433 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,240 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,240 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,198 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $126,704 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,198 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,070,438 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,438 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,276 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $216 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,326 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $216 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $674,597 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $674,597 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $677,923 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $216 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $674,647 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $392,515 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,222 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $610,309 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,024,070 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,024,070 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $251,329 | CorporateStockBOYAmt |
| Corporate Stock EOY | $255,568 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $512,144 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,247 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $74,894 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $73,219 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $961,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,354,532 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,609,433 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $961,885 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,354,532 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $961,885 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,354,532 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $961,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,354,532 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $961,885 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $392,515 | ExcessRevenueOverExpensesAmt |
| Other Increases | $132 | OtherIncreasesAmt |
| Subtotal | $1,354,532 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,354,532 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 190. TRUIST FINANCIAL CORP | 2017-03-01 | 2023-03-29 | $6,423 | $9,473 | -$3,050 | -$3,050 |
| 450. BANK OF AMER CORP COM | 2015-10-30 | 2023-03-30 | $12,660 | $7,996 | $4,664 | $4,664 |
| 115. J P MORGAN CHASE & CO COM | 2012-01-04 | 2023-03-30 | $14,726 | $3,951 | $10,775 | $10,775 |
| 135. STARBUCKS CORP COM | 2017-08-29 | 2023-03-30 | $13,665 | $7,318 | $6,347 | $6,347 |
| 50. WATSCO INC | 2012-12-03 | 2023-03-30 | $15,784 | $3,578 | $12,206 | $12,206 |
| 25000. SAN JOSE S 06 FEB 2013 4.469% 01 AUG 203 | 2016-05-27 | 2023-08-01 | $25,000 | $25,000 | ||
| 55. QUALCOMM CORP | 2021-09-21 | 2023-10-24 | $6,024 | $7,299 | -$1,275 | -$1,275 |
| 10. ALPHABET INC-CL A | 2014-11-18 | 2023-11-08 | $1,311 | $273 | $1,038 | $1,038 |
| 10. APPLE COMPUTER | 2011-01-03 | 2023-11-08 | $1,826 | $118 | $1,708 | $1,708 |
| 15. CISCO SYSTEMS | 2016-08-16 | 2023-11-08 | $800 | $467 | $333 | $333 |
| 10. DISNEY WALT | 2015-04-01 | 2023-11-08 | $846 | $1,051 | -$205 | -$205 |
| 5. META PLATFORMS INC-CLASS A | 2015-01-14 | 2023-11-08 | $1,579 | $385 | $1,194 | $1,194 |
| 5. LAUDER ESTEE COS INC CL A | 2013-07-01 | 2023-11-08 | $581 | $335 | $246 | $246 |
| 3. LOCKHEED MARTIN CORP COM | 2016-08-26 | 2023-11-08 | $1,342 | $736 | $606 | $606 |
| 5. MICROSOFT CORP | 2017-10-24 | 2023-11-08 | $1,806 | $396 | $1,410 | $1,410 |
| 5. NVIDIA CORP | 2018-11-06 | 2023-11-08 | $2,314 | $266 | $2,048 | $2,048 |
| 5. PAYPAL HOLDINGS INC | 2016-02-09 | 2023-11-08 | $270 | $165 | $105 | $105 |
| 2. THERMO ELECTRON CORP | 2012-01-04 | 2023-11-08 | $919 | $93 | $826 | $826 |
| 60. LAUDER ESTEE COS INC CL A | 2013-07-01 | 2023-12-11 | $8,085 | $4,021 | $4,064 | $4,064 |
| 5. ALPHABET INC-CL A | 2014-11-18 | 2023-12-20 | $705 | $137 | $568 | $568 |
| 10. APPLE COMPUTER | 2011-01-03 | 2023-12-20 | $1,972 | $118 | $1,854 | $1,854 |
| 10. BROADRIDGE FINANCIAL SOLUTIO | 2015-04-01 | 2023-12-20 | $1,979 | $545 | $1,434 | $1,434 |
| 5. META PLATFORMS INC-CLASS A | 2015-01-14 | 2023-12-20 | $1,767 | $385 | $1,382 | $1,382 |
| 5. NVIDIA CORP | 2018-11-06 | 2023-12-20 | $2,492 | $266 | $2,226 | $2,226 |
| 1. THERMO ELECTRON CORP | 2012-01-04 | 2023-12-20 | $528 | $46 | $482 | $482 |
| 5. VISA INC-CLASS A SHARES | 2011-01-03 | 2023-12-20 | $1,300 | $88 | $1,212 | $1,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,198 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $976 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $976 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,637 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,637 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,661 | OverpaymentAmt |
| Applied To ES Tax | $976 | AppliedToESTaxAmt |
| Refund | $1,685 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Washington Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4016544815 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BROAD STREET | AddressLine1Txt |
| City | WESTERLY | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | The Washington Trust Company | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Broad Street | AddressLine1Txt |
| City | Westerly | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $581,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $202,389 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $784,280 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $784,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $772,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,626 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,626 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $976 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $976 | TotalTaxAmt |
| Distributable Before Adj | $37,650 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,650 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,650 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $674,647 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $674,647 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,650 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $304,009 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $403,264 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $396,815 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $417,485 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $549,176 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,070,749 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $674,647 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $636,997 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,707,746 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $304,009 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,403,737 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $403,264 | ExcessFromYear4Amt |
| Excess From Year3 | $396,815 | ExcessFromYear3Amt |
| Excess From Year2 | $417,485 | ExcessFromYear2Amt |
| Excess From Year1 | $549,176 | ExcessFromYear1Amt |
| Excess From Current Year | $636,997 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THE WASHINGTON TRUST COMPANY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Dennis L Algiere | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Broad Street | AddressLine1Txt |
| City | Westerly | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4013481207 | RecipientPhoneNum |
| Form And Info And Materials | Letter outlining request | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | October 1st of each year | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Needham Community Council Inc | ||||||||
| 570 HILLSIDE AVENUE | Needham | MA | 02494 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Horace Mann Educational Associates Inc | ||||||||
| 8 FORGE PARKWAY | East Franklin | MA | 020383138 | NONE | PC | UNRESTRICED GIFT | $1,000 | |
| Greater Boston Food Bank Inc | ||||||||
| 70 S BAY AVE | Boston | MA | 02118 | NONE | PC | OPERATIONAL | $1,212 | |
| Health and Social Services Consortium | ||||||||
| 545 SOUTH STREET | Walpole | MA | 020812737 | NONE | PC | OPERATIONAL | $1,000 | Inc (HESSCO) |
| Bryant University | ||||||||
| 1150 DOUGLAS PIKE | Smithfield | RI | 02917 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| Children's Friend & Service | ||||||||
| 153 SUMMER STREET | Providence | RI | 02903 | NONE | PC | OPERATIONAL PURPOSES | $10,000 | |
| Family Service of Rhode Island | ||||||||
| PO BOX 6688 | Providence | RI | 02940 | NONE | PC | OPERATIONAL SERVICES | $2,000 | |
| Federal Hill House Association Inc | ||||||||
| 9 COURTLAND STREET | Providence | RI | 029091503 | NONE | PC | OPERATIONAL | $1,000 | |
| Boys & Girls Club of Providence | ||||||||
| 550 WICKENDEN STREET | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONAL | $10,000 | |
| Providence College | ||||||||
| OFFICE OF INSTITUTIONAL ADVANCEMENT | Providence | RI | 02918 | NONE | PC | EDUCATIONAL SERVICES | $5,000 | |
| Bread of Life Food Pantry | ||||||||
| 100 NEWMAN AVENUE | Rumford | RI | 02916 | NONE | PC | OPERATIONS | $1,000 | |
| Crossroads Rhode Island | ||||||||
| 160 BROAD STREET | Providence | RI | 02903 | NONE | PC | OPERATIONAL SERVICES | $10,000 | |
| Saint Raphael Academy | ||||||||
| 123 WALCOTT STREET | Pawtucket | RI | 02860 | NONE | PC | OPERATIONS | $7,000 | |
| Providence Public Library | ||||||||
| 150 EMPIRE STREET | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $5,000 | |
| RI Philharmonic Orchestra and Music | ||||||||
| 667 WATERMAN AVENUE | East Providence | RI | 02914 | NONE | PC | OPERATIONAL | $10,000 | School |
| Ocean Community YMCA | ||||||||
| 95 HIGH STREET | Westerly | RI | 02891 | NONE | PC | REACH OUT TO YOUTH CAMPAIGN | $93,000 | |
| Saint Anthony Outreach Ministry | ||||||||
| 1413 MINERAL SPRING AVE | North Providence | RI | 02904 | NONE | PC | OPERATIONAL | $1,000 | |
| Camp Jori | ||||||||
| PO BOX 5299 | Wakefield | RI | 02880 | NONE | PC | OPERATIONS | $500 | |
| Insight | ||||||||
| 43 JEFFERSON BOULEVARD SUITE 1 | Warwick | RI | 02888 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| United Way of Rhode Island Inc | ||||||||
| 50 VALLEY STREET | Providence | RI | 02909 | NONE | PC | OPERATIONS | $68,500 | |
| HOUSINGWORKS RI AT ROGER WILLIAMS UNIV | ||||||||
| 1 EMPIRE PLAZA | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL | $5,000 | |
| St Pius X Church | ||||||||
| 44 ELM STREET | Westerly | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Johnson and Wales University | ||||||||
| 8 ABBOTT PARK PLACE | Providence | RI | 02903 | NONE | PC | GENERAL | $15,000 | |
| Tri-County Community Action Agency | ||||||||
| 1126 HARTFORD AVEUE | Johnston | RI | 02919 | NONE | PC | OPERATIONS | $1,000 | |
| Westbay Community Action Inc | ||||||||
| 224 BUTTONWOODS AVENUE | Warwick | RI | 02886 | NONE | PC | OPERATIONAL | $1,000 | |
| Meals on Wheels of RI Inc | ||||||||
| 70 BATH STREET | Providence | RI | 02908 | NONE | PC | OPERATIONAL | $1,000 | |
| The Tomaquag Indian Memorial Museum | ||||||||
| ATTN LOREN SPEARS | Exeter | RI | 02822 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| Thundermist Health Center | ||||||||
| 171 SERVICE AVENUE BUILDING 2 | Warwick | RI | 02886 | NONE | PC | OPERATIONS | $2,000 | |
| Jonnycake Center of Westerly | ||||||||
| 23 INDUSTRIAL DRIVE | Westerly | RI | 02891 | NONE | PC | OPERATIONAL SERVICES | $3,000 | |
| Jonnycake Center of Peace Dale | ||||||||
| 1231 KINGSTOWN ROAD | Peace Dale | RI | 02883 | NONE | PC | OPERATIONAL SERVICES | $3,500 | |
| The Samaritans Inc | ||||||||
| 67 PARK PLACE | Pawtucket | RI | 028604009 | NONE | PC | OPERATIONAL | $1,000 | |
| Domestic Violence Resource Center of | ||||||||
| 61 MAIN STREET | Wakefield | RI | 02879 | NONE | PC | OPERATIONS | $1,000 | South County Inc |
| Wood River Health Services | ||||||||
| 823 MAIN STREET | Hope Valley | RI | 028321920 | NONE | PC | OPERATIONAL SERVICES | $5,750 | |
| Day One | ||||||||
| 100 MEDWAY STREET | Providence | RI | 02906 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Institute for Labor Studies & Research | ||||||||
| 1540 PONTIAC AVENUE SUITE A | Cranston | RI | 02820 | NONE | PC | OPERATIONAL | $1,000 | |
| AMOS HOUSE | ||||||||
| 460 PINE STREET | Providence | RI | 02907 | NONE | PC | OPERATIONAL | $10,000 | |
| Narragansett Historical Society | ||||||||
| PO BOX 418 | Narragansett | RI | 02882 | NONE | PC | OPERATIONAL | $1,000 | |
| Rhode Island Community Food Bank | ||||||||
| 200 NIANTIC AVENUE | Providence | RI | 02907 | NONE | PC | OPERATIONS | $18,355 | Association |
| UNIVERSITY OF RHODE ISLAND | ||||||||
| 79 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| North Kingstown Food Pantry Inc | ||||||||
| 445 SCHOOL ST | North Kingsown | RI | 02852 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| IYRS School of Technology and Trades | ||||||||
| 449 THAMES STREET UNIT 111 | Newport | RI | 02840 | NONE | PC | UNRESTRICTED GIFT | $2,500 | |
| Waterspill Junction Inc | ||||||||
| 44 CUSTOM HOUSE STREET | Providence | RI | 02903 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Friends of Narragansett Library | ||||||||
| C/O MAURY LOONTJEN MEMORIAL LIBRARY | Narragansett | RI | 028823308 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| The Greater North End Community | ||||||||
| 68 PIERCE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $1,000 | Development Inc |
| Care New England Health System | ||||||||
| 4 RICHMOND SQUARE 4TH FLOOR | Providence | RI | 029065117 | NONE | PC | OPERATIONAL | $5,000 | |
| Rhode Island State Police Museum | ||||||||
| 311 DANIELSON PIKE | North Scituate | RI | 02857 | NONE | PC | OPERATIONAL | $5,000 | Foundation Inc |
| Rhode Island Free Clinic Inc | ||||||||
| 655 BROAD STREET | Providence | RI | 02907 | NONE | PC | OPERATIONS | $6,000 | |
| Community MusicWorks | ||||||||
| 1392 WESTMINSTER STREET | Providence | RI | 02909 | NONE | PC | OPERATIONS | $2,500 | |
| WESTERLY HOSPITAL FOUNDATION | ||||||||
| 25 WELLS STREET | WESTERLY | RI | 02891 | NONE | PC | UNRESTICTED GIFT | $1,000 | |
| Community 2000 Education Foundation | ||||||||
| PO BOX 1161 | Charlestown | RI | 02813 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Town of Hopkinton | ||||||||
| 1 TOWN HOUSE ROAD | Hopkinton | RI | 02833 | NONE | PC | UNRESTRICTED GIFT | $1,300 | |
| City of Pawtucket | ||||||||
| 175 MAIN STREET | Pawtucket | RI | 02860 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Town of Westerly | ||||||||
| 45 BROAD STREET | Westerly | RI | 02891 | NONE | N/A | OPERATIONS | $11,500 | |
| Society of St Vincent De Paul Rhode | ||||||||
| 25 WEBB STREET | Cranston | RI | 02920 | NONE | PC | OPERATIONAL | $1,000 | Island |
| Comprehensive Community Action | ||||||||
| 311 DORIC AVENUE | Cranston | RI | 02910 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| CONGREGATION SHARAH ZEDEK | ||||||||
| 6 UNION STREET | Westerly | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| Christian Community Action Inc | ||||||||
| 168 DAVENPORT AVENUE | New Haven | CT | 06519 | NONE | PC | OPERATIONAL | $1,000 | |
| Connecticut Foodshare Inc | ||||||||
| 2 RESEARCH PARKWAY | Wallingford | CT | 06492 | NONE | PC | OPERATIONAL | $580 | |
| Pawcatuck Neighborhood Center Inc | ||||||||
| PO BOX 1697 | Pawcatuck | CT | 063790697 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Glastonbury Gives | ||||||||
| GLASTONBURY FOOD AND FUEL BANK | Glastonbury | CT | 06033 | NONE | PC | OPERATIONS | $1,000 | |
| United Congregational Church of Westerly | ||||||||
| 9 CASTLE HILL ROAD | Pawcatuck | CT | 06379 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Dr Martin Luther King Jr Scholarship | ||||||||
| PO BOX 1308 | New London | CT | 06320 | NONE | PC | SCHOLARSHIPS | $1,000 | Trust Fund |
| Higher Ground International | ||||||||
| 250 PRAIRIE AVENUE | Providence | RI | 029052333 | NONE | PC | OPERATIONAL | $1,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 146 CLIFFORD STREET NO 1 | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONS | $10,000 | |
| Teach for America Inc | ||||||||
| 25 BROADWAY 12TH FLOOR | New York | NY | 10004 | NONE | PC | OPERATIONAL | $10,000 | |
| R I CENTER ASSISTING THOSE IN | ||||||||
| PO BOX 73 | CAROLINA | RI | 02812 | NONE | PC | OPERATIONAL | $1,000 | NEED |
| Barrington Tap In Inc | ||||||||
| PO BOX 252 | Barrington | RI | 02806 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Lucy's Hearth | ||||||||
| 913 W MAIN ROAD | Middletown | RI | 02842 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | |
| Block Island Medical Center | ||||||||
| PO BOX 919 | Block Island | RI | 02807 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $15,000 | |
| W B N A Inc | ||||||||
| 1560 WESTMINSTER STREET | Providence | RI | 02909 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| The Rhode Island Community Foundation | ||||||||
| ONE UNION STATION | Providence | RI | 02903 | NONE | PC | CIVIC LEADERSHIP FUND | $2,500 | |
| The Colonial Theatre | ||||||||
| PO BOX 762 | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $10,000 | |
| Better Lives Rhode Island | ||||||||
| PO BOX 5639 | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $1,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF NEW | ||||||||
| 45 GAY STREET | PROVIDENCE | RI | 02905 | NONE | PC | GENERAL | $1,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| 154 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | PC | GENERAL | $1,000 | |
| Westerly Area Rest Meals | ||||||||
| 56 SPRUCE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL SERVICES | $6,000 | |
| Center for Southeast Asians | ||||||||
| 270 ELMWOOD AVE | Providence | RI | 029071524 | NONE | PC | OPERATIONAL | $1,000 | |
| OLNEYVILLE HOUSING CORP | ||||||||
| 66 CHAFEE STREET | PROVIDENCE | RI | 02909 | NONE | PC | ONE NEIGBORHOOD BUILDERS | $10,000 | |
| Gateway Community College Foundation | ||||||||
| 20 CHURCH STREET | New Haven | CT | 06510 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| Coventry Community Food Bank | ||||||||
| 191 MACARTHUR BLVD | Coventry | RI | 028165825 | NONE | PC | OPERATIONAL | $1,000 | |
| SAN MIGUEL SCHOOL | ||||||||
| 525 BRANCH AVENUE | Providence | RI | 029042287 | NONE | PC | OPERATIONAL | $50,000 | |
| Pawtucket Central Falls Development | ||||||||
| 204 BROAD STREET | Pawtucket | RI | 02860 | NONE | PC | OPERATIONAL | $10,000 | Corporation |
| WEST ELMWOOD HOUSING DEVELOPMENT | ||||||||
| 224 DEXTER ST | PROVIDENCE | RI | 02907 | NONE | PC | OPERATIONAL | $7,500 | CORP |
| Helping Hands Of Block Island Inc | ||||||||
| PO BOX 1066 | Block Island | RI | 028071066 | NONE | PC | OPERATIONAL | $1,000 | |
| Supper Table | ||||||||
| C/O SYLVIA BLANDA | Westerly | RI | 028910910 | NONE | PC | OPERATIONAL | $2,400 | |
| PACE RHODE ISLAND | ||||||||
| 225 CHAPMAN STREET | PROVIDENCE | RI | 02905 | NONE | PC | OPERATIONS | $2,000 | |
| Beautiful Day | ||||||||
| 66 BENEFIT STREET 100 | Providence | RI | 029042742 | NONE | PC | OPERATIONAL | $1,000 | |
| Northern Rhode Island Food Pantry Inc | ||||||||
| PO BOX 7833 | Cumberland | RI | 02864 | NONE | PC | OPERATIONAL | $1,000 | |
| Amenity Aid | ||||||||
| C/O ELIZABETH DUGGAN | North Kingstown | RI | 028524174 | NONE | PC | OPERATIONAL | $1,000 | |
| OCEAN COMMUNITY UNITED THEATRE INC | ||||||||
| PO BOX 384 | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $60,000 | |
| The Art Connection in Rhode Island | ||||||||
| 36 PARK PLACE NO 2 | Pawtucket | RI | 02860 | NONE | PC | GENERAL | $500 | |
| Rhode Island Business Development | ||||||||
| 3 REGENCY PLAZA SUITE 3E | Providence | RI | 029033113 | NONE | PC | RI BLACK BUSINESS | $5,000 | Institute Inc |
| Entrepreneurship for All Inc | ||||||||
| 175 CABOT STREET SUITE 100 | Lowell | MA | 01854 | NONE | PC | OPERATIONS | $15,000 | |
| Providence Promise | ||||||||
| 2 REGENCY PLAZA SUITE 4 | Providence | RI | 02903 | NONE | PC | OPERATIONS | $1,000 | |
| Scandinavian Home Inc | ||||||||
| 1811 BROAD STREET | Cranston | RI | 029053533 | NONE | PC | OPERATIONS | $10,000 | |
| Homes for Our Troops Inc | ||||||||
| 6 MAIN STREET | Taunton | MA | 02780 | NONE | PC | OPERATIONS | $1,000 | |
| Read To Succeed Inc | ||||||||
| 6 WATER VALLEY ROAD | Hope | RI | 02831 | NONE | PC | OPERATIONAL | $500 | |
| RHODE ISLAND FOR COMMUNITY AND JUSTICE | ||||||||
| 271 NORTH MAIN STREET | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONS | $1,000 | |
| The Capital Good Fund | ||||||||
| 333 SMITH STREET | Providence | RI | 029083753 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Be The Change Sunday Meal | ||||||||
| 10 BROOKSIDE AVENUE | West Warwick | RI | 028160000 | NONE | PC | OPERATIONS | $1,000 | |
| New Haven Promise Inc | ||||||||
| 28 LINCOLN WAY | New Haven | CT | 06510 | NONE | PC | OPERATIONS | $10,000 | |
| SAINT ANTHONY OUTREACH MINISTRIES | ||||||||
| 5 GIBBS STREET | NORTH PROVIDENCE | RI | 02904 | NONE | PC | OPERATIONS | $1,000 | |
| East Greenwich Interfaith Food Cupboard | ||||||||
| 1320 WATERFORD DRIVE | East Greenwich | RI | 028181053 | NONE | PC | GENERAL | $1,000 | |
| Cape Verdean Museum Exhibit | ||||||||
| 1003 WATERMAN AVENUE | East Providence | RI | 029140187 | NONE | PC | UNRESTRICTED GIFT | $2,500 | |
| Rhode Island Bankers Association | ||||||||
| C/O PATRICIA A OCTEAU | Providence | RI | 02905 | NONE | PC | UNRESTRICTED GIFT | $20,000 | Foundation |
| Always Learning Rhode Island | ||||||||
| 1 PARK ROW STE 5 | Providence | RI | 02903 | NONE | PC | OPERATIONS | $15,000 | |
| THE WESTERLY LAND TRUST | ||||||||
| PO BOX 601 | WESTERLY | RI | 02891 | NONE | PC | GENERAL | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $674,597 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,240 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,438 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,438 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | The Washington Trust Company | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Broad Street | AddressLine1Txt |
| City | Westerly | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED STATEMENT | BondNm |
| EOY Book Value | $74,894 | EOYBookValueAmt |
| EOYFMV | $73,219 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENT | StockNm |
| EOY Book Value | $255,568 | EOYBookValueAmt |
| EOYFMV | $512,144 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFFERENCE | Desc |
| Amt | $132 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $10 | $10 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,060 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $110 | $110 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $96 | $96 | $0 |