WASHINGTON TRUST CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON TRUST CHARITABLE FOUNDATION (EIN 05-0477294)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-05
- IRS object ID
- 202511259349102201
- Schema version
- 2024v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-05T14:01:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | ALISON R SCHOLLE | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4016544815 | PhoneNum |
| Signature | 2025-04-23 | 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 | LYLE MOHLER | PreparerPersonNm |
| PTIN | P01340349 | PTIN |
| Phone | 6892065200 | PhoneNum |
| Preparation | 2025-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,041,454 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $34,495 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,495 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,652 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,266 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,652 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,685 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $53,832 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,147 | 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 | $161 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $161 | 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 | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $216 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $166 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $714,904 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $714,904 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $715,120 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $166 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $714,954 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$661,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,981 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,024,070 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $365,564 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $365,564 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $255,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $251,898 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $601,369 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $74,894 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $74,894 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $74,521 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,354,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $692,356 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,041,454 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,354,532 | CapitalStockBOYAmt |
| Capital Stock EOY | $692,356 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,354,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $692,356 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,354,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $692,356 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,354,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$661,288 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $693,244 | SubtotalAmt |
| Other Decreases | $888 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $692,356 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 110. CVS CORP COM | 2012-07-19 | 2024-05-30 | $5,941 | $5,047 | $894 | $894 | |
| 25000. CIT BANK NA 3.25% 16 OCT 2024 | 2014-10-15 | 2024-10-16 | $25,000 | $25,000 | |||
| 50. NVIDIA CORP | 2018-11-21 | 2024-10-23 | $7,097 | $190 | $6,907 | $6,907 | |
| 60. AKAMAI TECHNOLOGIES INC | 2018-11-21 | 2024-10-29 | $6,216 | $4,134 | $2,082 | $2,082 | |
| 25. NVIDIA CORP | 2018-11-21 | 2024-10-29 | $3,535 | $95 | $3,440 | $3,440 | |
| 3. VISA INC-CLASS A SHARES | 2011-01-03 | 2024-10-29 | $855 | $53 | $802 | $802 | |
| 25. NVIDIA CORP | 2018-11-21 | 2024-11-04 | $3,404 | $95 | $3,309 | $3,309 | |
| CAPITAL GAIN DIVIDENDS | $218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $218 | P | |||||
| CAPITAL GAIN DIVIDENDS | $218 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,652 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $723 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $723 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $723 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $976 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $976 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $253 | OverpaymentAmt |
| Applied To ES Tax | $253 | AppliedToESTaxAmt |
| Refund | $0 | 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 | $674,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $426,287 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,100,698 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,100,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,510 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,084,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $723 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $723 | TotalTaxAmt |
| Distributable Before Adj | $53,486 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,486 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,486 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $714,954 | 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 | $714,954 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,486 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $403,264 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $396,815 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $417,485 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $549,176 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $636,997 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,403,737 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $714,954 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,486 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $660,468 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,064,205 | 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 | $403,264 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,660,941 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $396,815 | ExcessFromYear4Amt |
| Excess From Year3 | $417,485 | ExcessFromYear3Amt |
| Excess From Year2 | $549,176 | ExcessFromYear2Amt |
| Excess From Year1 | $636,997 | ExcessFromYear1Amt |
| Excess From Current Year | $660,468 | 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 (121 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 |
|---|---|---|---|---|---|---|---|---|
| FamilyAid Boston Inc | ||||||||
| 3815 WASHINGTON STREET | Boston | MA | 021303745 | NONE | PC | OPERATIONAL | $1,000 | |
| Greater Boston Food Bank Inc | ||||||||
| 70 S BAY AVE | Boston | MA | 02118 | NONE | PC | OPERATIONAL | $109 | |
| Health and Social Services Consortium | ||||||||
| 545 SOUTH STREET | Walpole | MA | 020812737 | NONE | PC | OPERATIONAL | $1,000 | Inc (HESSCO) |
| People Helping People Inc | ||||||||
| PO BOX 343 | Burlington | MA | 018030543 | NONE | PC | OPERATIONAL | $1,000 | |
| Bryant University | ||||||||
| 1150 DOUGLAS PIKE | Smithfield | RI | 02917 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| Federal Hill House Association Inc | ||||||||
| 9 COURTLAND STREET | Providence | RI | 029091503 | NONE | PC | OPERATIONAL | $3,500 | |
| Greater Providence YMCA | ||||||||
| 33 BROAD STREET SUITE 303 | Providence | RI | 029030000 | NONE | PC | OPERATIONAL | $10,000 | |
| Dorcas International Institute of Rhode | ||||||||
| 645 ELMWOOD AVENUE | Providence | RI | 02907 | NONE | PC | OPERATIONAL | $1,000 | Island |
| Boys & Girls Club of Providence | ||||||||
| THE WASHINGTON TRUST COMPANY | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $10,000 | |
| Providence College | ||||||||
| OFFICE OF INSTITUTIONAL ADVANCEMENT | Providence | RI | 02918 | NONE | PC | EDUCATIONAL SERVICES | $5,000 | |
| Women & Infants Hospital of Rhode Island | ||||||||
| 4 RICHMOND SQUARE 4TH FLOOR | Providence | RI | 029065117 | NONE | PC | OPERATIONAL | $10,000 | |
| Memorial & Library Association of | ||||||||
| ATTN EXECUTIVE DIRECTOR | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $3,000 | Westerly |
| Saint Raphael Academy | ||||||||
| 123 WALCOTT STREET | Pawtucket | RI | 028603222 | NONE | PC | MICHAEL MCKENERY | $7,000 | |
| Salve Regina University | ||||||||
| 100 OCHRE POINT AVENUE | Newport | RI | 02840 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $10,000 | |
| Crossroads Rhode Island | ||||||||
| CROSS ROADS RHODE ISLAND | Providence | RI | 02903 | NONE | PC | OPERATIONAL SERVICES | $10,000 | |
| Providence Public Library | ||||||||
| 150 EMPIRE STREET | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $5,000 | |
| Ocean Community YMCA | ||||||||
| ATTN MAUREEN FITZGERALD CEO | Westerly | RI | 02891 | NONE | PC | REACH OUT TO YOUTH CAMPAIGN | $33,000 | |
| Saint Anthony Outreach Ministry | ||||||||
| 1413 MINERAL SPRING AVE | North Providence | RI | 02904 | NONE | PC | OPERATIONAL | $1,000 | |
| Jewish Children's Home of Rhode Island | ||||||||
| PO BOX 5299 | Wakefield | RI | 02879 | NONE | PC | OPERATIONS | $500 | |
| Meeting Street | ||||||||
| 1000 EDDY STREET | Providence | RI | 02905 | NONE | PC | OPERATIONAL SERVICES | $2,500 | |
| In-SIGHT | ||||||||
| CHRISTOPHER BUTLER | Warwick | RI | 02888 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| United Way of Rhode Island Inc | ||||||||
| 50 VALLEY STREET | Providence | RI | 02909 | NONE | PC | OPERATIONS | $61,000 | |
| Roger Williams University | ||||||||
| 1 FERRY RD | Bristol | RI | 028092923 | NONE | PC | GENERAL | $6,000 | |
| St Michael Church Corp | ||||||||
| 60 LIBERTY STREET | Pawcatuck | CT | 06379 | NONE | PC | OPERATIONAL | $1,000 | |
| Tri-County Community Action Agency | ||||||||
| 1126 HARTFORD AVEUE | Johnston | RI | 02919 | NONE | PC | OPERATIONS | $2,000 | |
| The Frank Olean Center Inc | ||||||||
| 93 AIRPORT ROAD | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $1,000 | |
| Langworthy Public Library | ||||||||
| 24 SPRING STREET | Hope Valley | RI | 02832 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Thundermist Health Center | ||||||||
| ATTN - DEVELOPMENT | Warwick | RI | 02886 | NONE | PC | OPERATIONS | $2,000 | |
| The Jonnycake Center of Westerly | ||||||||
| 23 INDUSTRIAL DRIVE | Westerly | RI | 02891 | NONE | PC | OPERATIONAL SERVICES | $2,000 | |
| Sojourner House | ||||||||
| ATTN VANESSA VOLZ | Providence | RI | 02908 | NONE | PC | OPERATIONAL | $5,000 | |
| SWAP Stop Wasting Abandoned Properties | ||||||||
| 439 PINE STREET | Providence | RI | 029071317 | NONE | PC | OPERATIONAL | $20,000 | |
| The Jonnycake Center Inc | ||||||||
| 22 KERSEY ROAD | Peacedale | RI | 028792424 | NONE | PC | OPERATIONAL SERVICES | $3,500 | |
| Wood River Health Services Inc | ||||||||
| 823 MAIN STREET | Hope Valley | RI | 02832 | NONE | PC | OPERATIONAL SERVICES | $5,750 | |
| Day One | ||||||||
| 100 MEDWAY STREET | Providence | RI | 02906 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Rhode Island Institute for Labor Studies | ||||||||
| 1540 PONTIAC AVENUE SUITE A | Cranston | RI | 02820 | NONE | PC | OPERATIONAL | $1,000 | and Research |
| 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 | $17,670 | Association |
| Down Syndrome Society of Rhode Island | ||||||||
| 100 WASHINGTON STREET UNIT 325 | West Warwick | RI | 02893 | NONE | PC | OPERATIONAL | $1,000 | Inc |
| Blackstone Valley Tourism Council Inc | ||||||||
| 1420 BROAD STREET 3RD FLOOR | Central Falls | RI | 028631006 | NONE | PC | OPERATIONAL | $5,000 | |
| McAuley Corporation | ||||||||
| 622 ELMWOOD AVE | Providence | RI | 02907 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Cranston League for Cranston's Future | ||||||||
| 970 PONTIAC AVENUE | Cranston | RI | 029207904 | NONE | PC | OPERATIONAL | $10,000 | |
| HOUSE OF HOPE COMMUNITY | ||||||||
| 3188 POST ROAD | WARWICK | RI | 02886 | NONE | PC | UNRESTRICTED GIFT | $2,500 | DEVELOPMENT CO |
| South County Habitat for Humanity Rhode | ||||||||
| 1555 SHANNOCK ROAD | Charlestown | RI | 02813 | NONE | PC | UNRESTRICTED GIFT | $5,000 | Island |
| Good Neighbors Inc | ||||||||
| 55 TURNER AVENUE | Riverside | RI | 02915 | NONE | PC | OPERATIONS | $1,500 | |
| North Kingstown Food Pantry Inc | ||||||||
| 445 SCHOOL ST | North Kingsown | RI | 02852 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Housing Network Rhode Island Association | ||||||||
| 1070 MAIN STREET | Pawtucket | RI | 028604974 | NONE | PC | OPERATIONAL | $2,500 | of Nonprofit Housing Developers |
| Babcock-Smith House Museum | ||||||||
| 124 GRANITE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL PURPOSES | $500 | |
| Greater North End Community Development | ||||||||
| 68 PIERCE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $500 | Inc The |
| Ocean Community Chamber Foundation Inc | ||||||||
| 1 CHAMBER WAY | Westerly | RI | 02891 | NONE | PC | CHARITABLE CONTRIBUTION | $7,500 | |
| Youth In Action Inc | ||||||||
| 672 BROAD STREET | Providence | RI | 029071457 | NONE | PC | OPERATIONAL | $2,500 | |
| Columbian American Cultural Society | ||||||||
| PO BOX 117 | Central Falls | RI | 028630117 | NONE | PC | OPERATIONAL | $3,000 | Inc |
| Rhode Island Free Clinic Inc | ||||||||
| 655 BROAD STREET | Providence | RI | 02907 | NONE | PC | OPERATIONS | $6,000 | |
| Educational Center for Arts & Science | ||||||||
| TEATRO ECAS | Providence | RI | 029071407 | NONE | PC | OPERATIONAL | $3,500 | |
| WATCH HILL CONSERVANCY | ||||||||
| 1 BAY STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $500 | |
| Woonasquatucket River Watershed Council | ||||||||
| 45 EAGLE STREET | Providence | RI | 029091082 | NONE | PC | OPERATIONAL | $2,000 | |
| City of Central Falls | ||||||||
| 580 BROAD STREET | Central Falls | RI | 02863 | NONE | PC | OPERATIONAL | $25,000 | |
| Town of Hopkinton | ||||||||
| 1 TOWN HOUSE ROAD | Hopkinton | RI | 02833 | NONE | PC | UNRESTRICTED GIFT | $1,200 | |
| Woonsocket Education Center | ||||||||
| 115 MAIN STREET | Woonsocket | RI | 02895 | NONE | PC | OPERATIONAL | $1,000 | |
| City of Warwick Department of Human | ||||||||
| 3275 POST ROAD | Warwick | RI | 02886 | NONE | PC | OPERATIONAL | $1,000 | Services |
| Society of St Vincent De Paul Rhode | ||||||||
| 25 WEBB STREET | Cranston | RI | 02920 | NONE | PC | OPERATIONAL | $2,500 | Island |
| Preserve Rhode Island | ||||||||
| 957 NORTH MAIN STREET | Providence | RI | 02904 | NONE | PC | UNRESTRICTED GIFT | $2,500 | |
| University of Rhode Island Foundation | ||||||||
| 79 UPPER COLLEGE ROAD | Kingston | RI | 02881 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| John E Fogarty Foundation The | ||||||||
| 1 TURKS HEAD PLACE | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $1,000 | |
| 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 | $100 | |
| Pawcatuck Neighborhood Center Inc | ||||||||
| PO BOX 1697 | Pawcatuck | CT | 063790697 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Eastern Connecticut Housing | ||||||||
| 165 STATE STREET | New London | CT | 063206304 | NONE | PC | OPERATIONAL | $500 | Opportunities Inc |
| Womens Business Development Council Inc | ||||||||
| 184 BEDFORD STREET | Stamford | CT | 069011914 | NONE | PC | OPERATIONAL | $500 | |
| Glastonbury Gives | ||||||||
| GLASTONBURY FOOD AND FUEL BANK | Glastonbury | CT | 06033 | NONE | PC | OPERATIONS | $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 | ||||||||
| 28 LIBERTY STREET 34TH FL | New York | NY | 100051526 | NONE | PC | OPERATIONS | $50,000 | |
| Teach for America Inc | ||||||||
| 25 BROADWAY 12TH FLOOR | New York | NY | 10004 | NONE | PC | OPERATIONAL | $5,000 | |
| RICAN | ||||||||
| 805 ALTON CAROLINA RD | Charlestown | RI | 028133507 | NONE | PC | OPERATIONAL | $1,000 | |
| New London Homeless Hospitality Center | ||||||||
| 727 BANK STREET | New London | CT | 063205005 | NONE | PC | OPERATIONAL | $1,000 | Inc |
| Tides Family Services Inc | ||||||||
| 215 WASHINGTON STREET | West Warwick | RI | 02893 | NONE | PC | OPERATIONAL | $1,000 | |
| Times2 Inc | ||||||||
| 50 FILLMORE STREET | Providence | RI | 029083105 | NONE | PC | OPERATIONAL | $5,000 | |
| Block Island Health Services Inc | ||||||||
| PO BOX 919 | Block Island | RI | 02807 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $10,000 | |
| Colonial Theatre School Inc | ||||||||
| 1 MAIN STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $7,500 | |
| Better Lives Rhode Island | ||||||||
| PO BOX 5639 | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $1,000 | |
| NAMI Rhode Island | ||||||||
| 154 WATERMAN STREET LOWER LEVEL B | Providence | RI | 02906 | NONE | PC | GENERAL | $1,000 | |
| Westerly Land Trust | ||||||||
| PO BOX 601 | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| WARM Inc | ||||||||
| 56 SPRUCE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL SERVICES | $6,000 | |
| The Woonsocket Neighborhood Development | ||||||||
| NEIGHBORWORKS BLACKSTONE RIVER VALL | Woonsocket | RI | 028950000 | NONE | PC | OPERATIONS | $22,000 | Corporation |
| Waterfire Providence | ||||||||
| 475 VALLEY ST | Providence | RI | 02908 | NONE | PC | OPERATIONAL | $1,000 | |
| Olneyville Housing Corp | ||||||||
| 66 CHAFFEE STREET | Providence | RI | 02909 | NONE | PC | ONE NEIGBORHOOD BUILDERS | $20,000 | |
| Quisqueya In Action Inc | ||||||||
| 807 BROAD STREET | Providence | RI | 02907 | NONE | PC | OPERATIONAL | $10,000 | |
| Coventry Community Food Bank | ||||||||
| 191 MACARTHUR BLVD | Coventry | RI | 02816 | NONE | PC | OPERATIONAL | $1,000 | |
| San Miguel Education Center | ||||||||
| 525 BRANCH AVE | Providence | RI | 02904 | NONE | PC | OPERATIONAL | $50,000 | |
| Pawtucket Central Falls Development | ||||||||
| 204 BROAD STREET | Pawtucket | RI | 02860 | NONE | PC | OPERATIONAL | $20,000 | Corporation |
| Opportunities Industrialization Center | ||||||||
| 106 TRUMAN STREET | New London | CT | 063205680 | NONE | PC | OPERATIONAL | $500 | of New London County Inc |
| West Elmwood Housing Development | ||||||||
| 224 DEXTER STREET | Providence | RI | 02907 | NONE | PC | OPERATIONAL | $20,000 | Corporation |
| Helping Hands Of Block Island Inc | ||||||||
| PO BOX 1066 | Block Island | RI | 028071066 | NONE | PC | OPERATIONAL | $1,000 | |
| Peace Love Foundation | ||||||||
| PO BOX 6222 | Providence | RI | 029406222 | NONE | PC | OPERATIONAL | $1,000 | |
| Supper Table | ||||||||
| C/O SYLVIA BLANDA | Westerly | RI | 028910910 | NONE | PC | OPERATIONAL | $1,000 | |
| PACE Organization of Rhode Island | ||||||||
| 225 CHAPMAN STREET | Providence | RI | 02905 | NONE | PC | OPERATIONS | $2,000 | |
| The Plum Beach Garden Club | ||||||||
| 540 BOSTON NECK ROAD | North Kingstown | RI | 028526239 | NONE | PC | OPERATIONAL | $500 | |
| Beautiful Day | ||||||||
| 66 BENEFIT STREET 100 | Providence | RI | 029042742 | NONE | PC | OPERATIONAL | $500 | |
| Northern Rhode Island Food Pantry Inc | ||||||||
| PO BOX 7833 | Cumberland | RI | 02864 | NONE | PC | OPERATIONAL | $1,000 | |
| Westerly Education Center | ||||||||
| 23 FRIENDSHIP STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $1,000 | |
| Wilbury Theatre Group | ||||||||
| 475 VALLEY STREET | Providence | RI | 029085613 | NONE | PC | OPERATIONAL | $5,000 | |
| Community Angels | ||||||||
| 143 WOODBINE STREET | Cranston | RI | 02910 | NONE | PC | OPERATIONAL | $1,500 | |
| Ocean Community United Theatre Inc | ||||||||
| PO BOX 384 | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $5,000 | |
| Scholarship America Inc DBA RI Latino | ||||||||
| PO BOX 6764 | Providence | RI | 029406764 | NONE | PC | OPERATIONAL | $2,000 | Dollars for Scholars Inc |
| Rhode Island Business Development | ||||||||
| RI BLACK BUSINESS ASSOCIATION | Providence | RI | 02903 | NONE | PC | RI BLACK BUSINESS | $13,575 | Institute Inc |
| Providence Promise | ||||||||
| 2 REGENCY PLAZA SUITE 4 | Providence | RI | 02903 | NONE | PC | OPERATIONS | $1,000 | |
| Rhode Island Black Heritage Society | ||||||||
| PO BOX 4238 | Middletown | RI | 028420238 | NONE | PC | OPERATIONAL | $5,000 | |
| Read To Succeed Inc | ||||||||
| 6 WATER VALLEY ROAD | Hope | RI | 02831 | NONE | PC | OPERATIONAL | $500 | |
| The Capital Good Fund | ||||||||
| 333 SMITH STREET | Providence | RI | 029083753 | NONE | PC | OPERATIONAL SERVICES | $10,000 | |
| New Haven Promise Inc | ||||||||
| 28 LINCOLN WAY | New Haven | CT | 06510 | NONE | PC | OPERATIONS | $5,000 | |
| Rhode Island Hispanic Chamber of | ||||||||
| 1955 WESTMINSTER STREET | Providence | RI | 029090000 | NONE | PC | OPERATIONAL | $10,000 | Commerce |
| What Cheer Flower Farm | ||||||||
| 63 MAGNOLIA STREET | Providence | RI | 02909 | NONE | PC | OPERATIONAL | $1,000 | |
| Olneyville Neighborhood Association | ||||||||
| 122 MANTON AVENUE SUITE 8 | Providence | RI | 029093369 | NONE | PC | OPERATIONAL | $20,000 | |
| East Greenwich Interfaith Food Cupboard | ||||||||
| 1320 WATERFORD DRIVE | East Greenwich | RI | 028181053 | NONE | PC | GENERAL | $1,000 | |
| Latino Policy Initiative of Rhode Island | ||||||||
| 114 BRIDGHAM ST | Providence | RI | 029090000 | NONE | PC | OPERATIONAL | $2,500 | |
| Downtown Providence Park Network | ||||||||
| 30 EXCHANGE TERRACE STE 4 | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $2,500 | |
| Always Learning Rhode Island | ||||||||
| 1 PARK ROW STE 5 | Providence | RI | 02903 | NONE | PC | OPERATIONS | $15,000 | |
| Tower Street Center Inc | ||||||||
| 93 TOWER STREET | Westerly | RI | 028911930 | NONE | PC | OPERATIONAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $714,904 | 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 | $34,495 | 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 | $17,652 | 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 | $53,832 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,832 | 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 |
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 | $74,521 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENT | StockNm |
| EOY Book Value | $251,898 | EOYBookValueAmt |
| EOYFMV | $601,369 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFFERENCE | Desc |
| Amt | $888 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $50 | $0 | $50 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $5 | $5 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $1,685 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $45 | $45 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $82 | $82 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $34 | $34 | $0 |