WASHINGTON TRUST CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON TRUST CHARITABLE FOUNDATION (EIN 05-0477294)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202311329349102191
- Schema version
- 2022v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T11:00:44-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 4013481234 | 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 | 4013481234 | PhoneNum |
| Signature | 2023-05-12 | 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 | 2023-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,172,255 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $600,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,669 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,669 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $247,084 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $551,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $247,084 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $861,753 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $261,753 | 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 | $6,775 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $99 | 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 | $6,825 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $582,835 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $582,835 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $589,660 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $582,885 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $272,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $261,654 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,910 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $610,309 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $610,309 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $440,775 | CorporateStockBOYAmt |
| Corporate Stock EOY | $251,329 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $464,901 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $200,473 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $100,247 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $97,045 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $690,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $961,885 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,172,255 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $690,158 | CapitalStockBOYAmt |
| Capital Stock EOY | $961,885 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $690,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $961,885 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $690,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $961,885 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $690,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $272,093 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $962,251 | SubtotalAmt |
| Other Decreases | $366 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $961,885 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (272 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5. ADOBE SYS INC COM | 2020-03-27 | 2022-01-07 | $2,576 | $1,559 | $1,017 | $1,017 | |
| 25. AKAMAI TECHNOLOGIES INC | 2018-11-06 | 2022-01-07 | $2,791 | $1,736 | $1,055 | $1,055 | |
| 3. ALPHABET INC-CL A | 2014-11-18 | 2022-01-07 | $8,251 | $1,642 | $6,609 | $6,609 | |
| 2. AMAZON.COM INC | 2014-09-17 | 2022-01-07 | $6,540 | $649 | $5,891 | $5,891 | |
| 10. AMERICAN TOWER CORP | 2017-02-21 | 2022-01-07 | $2,624 | $1,109 | $1,515 | $1,515 | |
| 25. AMGEN INC | 2014-12-22 | 2022-01-07 | $5,632 | $4,102 | $1,530 | $1,530 | |
| 100. APPLE COMPUTER | 2011-01-03 | 2022-01-07 | $17,301 | $1,178 | $16,123 | $16,123 | |
| 225. BANK OF AMER CORP COM | 2015-07-30 | 2022-01-07 | $10,974 | $4,086 | $6,888 | $6,888 | |
| 30. BECTON DICKINSON & CO | 2016-09-22 | 2022-01-07 | $7,509 | $5,436 | $2,073 | $2,073 | |
| 10. BLACKROCK INC | 2017-03-01 | 2022-01-07 | $8,941 | $3,989 | $4,952 | $4,952 | |
| 4821.601 BLACKROCK STRAT INC OPP-INST | 2021-08-30 | 2022-01-07 | $48,795 | $50,000 | -$1,205 | -$1,205 | |
| 40. BROADRIDGE FINANCIAL SOLUTIO | 2015-04-01 | 2022-01-07 | $6,914 | $2,181 | $4,733 | $4,733 | |
| 100. CVS CORP COM | 2012-07-19 | 2022-01-07 | $10,200 | $4,588 | $5,612 | $5,612 | |
| 300. CERNER CORP | 2011-12-05 | 2022-01-07 | $27,735 | $9,090 | $18,645 | $18,645 | |
| 100. CISCO SYSTEMS | 2016-08-16 | 2022-01-07 | $6,087 | $3,112 | $2,975 | $2,975 | |
| 100. COMCAST CORP-CLASS A | 2015-01-05 | 2022-01-07 | $4,999 | $2,790 | $2,209 | $2,209 | |
| 25. DISNEY WALT | 2015-04-01 | 2022-01-07 | $3,932 | $2,629 | $1,303 | $1,303 | |
| 5. EQUINIX INC | 2018-11-21 | 2022-01-07 | $3,832 | $1,883 | $1,949 | $1,949 | |
| 20. META PLATFORMS INC-CLASS A | 2015-01-14 | 2022-01-07 | $6,664 | $1,544 | $5,120 | $5,120 | |
| 35. IQVIA HOLDINGS INC | 2017-08-10 | 2022-01-07 | $9,085 | $3,098 | $5,987 | $5,987 | |
| 225. ISHARES MSCI EAFE ETF | 2016-01-13 | 2022-01-07 | $17,645 | $12,300 | $5,345 | $5,345 | |
| 135. ISHARES RUSSELL 2000 ETF | 2014-11-18 | 2022-01-07 | $29,611 | $15,724 | $13,887 | $13,887 | |
| 200. ISHARES CORE MSCI EMERGING | 2015-08-25 | 2022-01-07 | $11,930 | $7,966 | $3,964 | $3,964 | |
| 50. J P MORGAN CHASE & CO COM | 2011-12-05 | 2022-01-07 | $8,280 | $1,693 | $6,587 | $6,587 | |
| 10. JOHNSON & JOHNSON | 2017-10-24 | 2022-01-07 | $1,718 | $1,416 | $302 | $302 | |
| 20. LAUDER ESTEE COS INC CL A | 2013-07-01 | 2022-01-07 | $7,097 | $1,340 | $5,757 | $5,757 | |
| 10. LOCKHEED MARTIN CORP COM | 2016-08-26 | 2022-01-07 | $3,585 | $2,453 | $1,132 | $1,132 | |
| 20. MICROSOFT CORP | 2017-10-24 | 2022-01-07 | $6,292 | $1,583 | $4,709 | $4,709 | |
| 35. MONDELEZ INTERNATIONAL INC-A | 2018-11-06 | 2022-01-07 | $2,353 | $1,514 | $839 | $839 | |
| 50. NEXTERA ENERGY INC | 2017-02-21 | 2022-01-07 | $4,281 | $1,604 | $2,677 | $2,677 | |
| 25. NVIDIA CORP | 2018-11-06 | 2022-01-07 | $6,959 | $1,330 | $5,629 | $5,629 | |
| 35. PAYPAL HOLDINGS INC | 2016-02-09 | 2022-01-07 | $6,671 | $1,152 | $5,519 | $5,519 | |
| 20. QUALCOMM CORP | 2021-09-21 | 2022-01-07 | $3,677 | $2,654 | $1,023 | $1,023 | |
| 50. STARBUCKS CORP COM | 2017-08-29 | 2022-01-07 | $5,470 | $2,711 | $2,759 | $2,759 | |
| 20. THERMO ELECTRON CORP | 2012-01-04 | 2022-01-07 | $12,249 | $937 | $11,312 | $11,312 | |
| 50. TRUIST FINANCIAL CORP | 2017-03-01 | 2022-01-07 | $3,218 | $2,493 | $725 | $725 | |
| 10. UNIVERSAL DISPLAY CORP | 2017-09-01 | 2022-01-07 | $1,633 | $1,264 | $369 | $369 | |
| 50. VERIZON COMMUNICATIONS COM | 2016-08-19 | 2022-01-07 | $2,686 | $2,621 | $65 | $65 | |
| 20. VISA INC-CLASS A SHARES | 2011-01-03 | 2022-01-07 | $4,323 | $353 | $3,970 | $3,970 | |
| 15. WAL MART STORES INC | 2019-08-26 | 2022-01-07 | $2,152 | $1,677 | $475 | $475 | |
| 25. WATSCO INC | 2012-12-03 | 2022-01-07 | $7,600 | $1,789 | $5,811 | $5,811 | |
| 30. ZIMMER HLDGS INC COM | 2016-08-18 | 2022-01-07 | $3,857 | $3,838 | $19 | $19 | |
| 75. APTIV PLC | 2014-08-25 | 2022-01-07 | $13,026 | $4,437 | $8,589 | $8,589 | |
| 40. UNIVERSAL DISPLAY CORP | 2017-10-24 | 2022-02-04 | $5,639 | $5,147 | $492 | $492 | |
| 5. AKAMAI TECHNOLOGIES INC | 2018-11-06 | 2022-02-11 | $567 | $347 | $220 | $220 | |
| 2. AMERICAN TOWER CORP | 2017-02-21 | 2022-02-11 | $486 | $222 | $264 | $264 | |
| 5. AMGEN INC | 2014-12-22 | 2022-02-11 | $1,144 | $820 | $324 | $324 | |
| 15. APPLE COMPUTER | 2011-01-03 | 2022-02-11 | $2,584 | $177 | $2,407 | $2,407 | |
| 30. BANK OF AMER CORP COM | 2015-07-30 | 2022-02-11 | $1,457 | $545 | $912 | $912 | |
| 3. BECTON DICKINSON & CO | 2016-09-22 | 2022-02-11 | $813 | $544 | $269 | $269 | |
| 1. BLACKROCK INC | 2017-03-01 | 2022-02-11 | $783 | $399 | $384 | $384 | |
| 5. BROADRIDGE FINANCIAL SOLUTIO | 2015-04-01 | 2022-02-11 | $735 | $273 | $462 | $462 | |
| 5. CVS CORP COM | 2012-07-19 | 2022-02-11 | $525 | $229 | $296 | $296 | |
| 20. CISCO SYSTEMS | 2016-08-16 | 2022-02-11 | $1,098 | $622 | $476 | $476 | |
| 20. COMCAST CORP-CLASS A | 2015-01-05 | 2022-02-11 | $975 | $558 | $417 | $417 | |
| 5. DISNEY WALT | 2015-04-01 | 2022-02-11 | $765 | $526 | $239 | $239 | |
| 1. EQUINIX INC | 2018-11-21 | 2022-02-11 | $689 | $377 | $312 | $312 | |
| 5. META PLATFORMS INC-CLASS A | 2015-01-14 | 2022-02-11 | $1,141 | $385 | $756 | $756 | |
| 5. IQVIA HOLDINGS INC | 2017-08-10 | 2022-02-11 | $1,252 | $443 | $809 | $809 | |
| 30. ISHARES MSCI EAFE ETF | 2016-01-13 | 2022-02-11 | $2,302 | $1,640 | $662 | $662 | |
| 10. ISHARES RUSSELL 2000 ETF | 2014-11-18 | 2022-02-11 | $2,035 | $1,165 | $870 | $870 | |
| 40. ISHARES CORE MSCI EMERGING | 2015-08-25 | 2022-02-11 | $2,412 | $1,593 | $819 | $819 | |
| 10. J P MORGAN CHASE & CO COM | 2011-12-05 | 2022-02-11 | $1,549 | $339 | $1,210 | $1,210 | |
| 5. LAUDER ESTEE COS INC CL A | 2013-07-01 | 2022-02-11 | $1,576 | $335 | $1,241 | $1,241 | |
| 2. LOCKHEED MARTIN CORP COM | 2016-08-26 | 2022-02-11 | $773 | $491 | $282 | $282 | |
| 5. MICROSOFT CORP | 2017-10-24 | 2022-02-11 | $1,517 | $396 | $1,121 | $1,121 | |
| 5. MONDELEZ INTERNATIONAL INC-A | 2018-11-06 | 2022-02-11 | $335 | $216 | $119 | $119 | |
| 10. NEXTERA ENERGY INC | 2017-02-21 | 2022-02-11 | $759 | $321 | $438 | $438 | |
| 5. NVIDIA CORP | 2018-11-06 | 2022-02-11 | $1,296 | $266 | $1,030 | $1,030 | |
| 10. PAYPAL HOLDINGS INC | 2016-02-09 | 2022-02-11 | $1,196 | $329 | $867 | $867 | |
| 5. QUALCOMM CORP | 2021-09-21 | 2022-02-11 | $873 | $664 | $209 | $209 | |
| 10. STARBUCKS CORP COM | 2017-08-29 | 2022-02-11 | $955 | $542 | $413 | $413 | |
| 3. THERMO ELECTRON CORP | 2012-01-04 | 2022-02-11 | $1,737 | $139 | $1,598 | $1,598 | |
| 10. TRUIST FINANCIAL CORP | 2017-03-01 | 2022-02-11 | $636 | $499 | $137 | $137 | |
| 10. VERIZON COMMUNICATIONS COM | 2016-08-19 | 2022-02-11 | $529 | $524 | $5 | $5 | |
| 5. VISA INC-CLASS A SHARES | 2011-01-03 | 2022-02-11 | $1,138 | $88 | $1,050 | $1,050 | |
| 5. WAL MART STORES INC | 2019-08-26 | 2022-02-11 | $684 | $559 | $125 | $125 | |
| 5. WATSCO INC | 2012-12-03 | 2022-02-11 | $1,356 | $358 | $998 | $998 | |
| 5. ZIMMER HLDGS INC COM | 2016-08-18 | 2022-02-11 | $597 | $640 | -$43 | -$43 | |
| 5. APTIV PLC | 2014-08-25 | 2022-02-11 | $679 | $296 | $383 | $383 | |
| 25000. NYS URBAN-T 08 DEC 2010 5.01% 15 MAR | 2011-01-05 | 2022-03-15 | $25,000 | $24,884 | $116 | $116 | |
| 9. EMBECTA CORP | 2016-09-22 | 2022-04-11 | $292 | $182 | $110 | $110 | |
| 8. ZIMVIE INC | 2016-08-18 | 2022-04-11 | $191 | $236 | -$45 | -$45 | |
| .4 EMBECTA CORP | 2016-09-22 | 2022-04-18 | $13 | $8 | $5 | $5 | |
| 5. ALPHABET INC-CL A | 2014-11-18 | 2022-08-05 | $586 | $137 | $449 | $449 | |
| 5. AMAZON.COM INC | 2014-09-17 | 2022-08-05 | $701 | $81 | $620 | $620 | |
| 10. APPLE COMPUTER | 2011-01-03 | 2022-08-05 | $1,650 | $118 | $1,532 | $1,532 | |
| 2. THERMO ELECTRON CORP | 2012-01-04 | 2022-08-05 | $1,176 | $93 | $1,083 | $1,083 | |
| 5. VISA INC-CLASS A SHARES | 2011-01-03 | 2022-08-05 | $1,074 | $88 | $986 | $986 | |
| 5. WATSCO INC | 2012-12-03 | 2022-08-05 | $1,400 | $358 | $1,042 | $1,042 | |
| 80. ZIMMER HLDGS INC COM | 2016-08-18 | 2022-08-05 | $9,082 | $9,998 | -$916 | -$916 | |
| 15. ALPHABET INC-CL A | 2014-11-18 | 2022-10-26 | $1,447 | $410 | $1,037 | $1,037 | |
| 5. AMAZON.COM INC | 2014-09-17 | 2022-10-26 | $579 | $81 | $498 | $498 | |
| 15. APPLE COMPUTER | 2011-01-03 | 2022-10-26 | $2,264 | $177 | $2,087 | $2,087 | |
| 30. CISCO SYSTEMS | 2016-08-16 | 2022-10-26 | $1,346 | $934 | $412 | $412 | |
| 25000. FEDERAL FARM CREDIT BANK 1.23% 10 SEP 2029 | 2020-08-27 | 2022-10-26 | $19,436 | $25,000 | -$5,564 | -$5,564 | |
| 20. ISHARES MSCI EAFE ETF | 2016-01-13 | 2022-10-26 | $1,185 | $1,093 | $92 | $92 | |
| 35. ISHARES CORE MSCI EMERGING | 2015-08-25 | 2022-10-26 | $1,483 | $1,394 | $89 | $89 | |
| 15. J P MORGAN CHASE & CO COM | 2011-12-05 | 2022-10-26 | $1,844 | $508 | $1,336 | $1,336 | |
| 3. LOCKHEED MARTIN CORP COM | 2016-08-26 | 2022-10-26 | $1,386 | $736 | $650 | $650 | |
| 3. THERMO ELECTRON CORP | 2012-01-04 | 2022-10-26 | $1,500 | $139 | $1,361 | $1,361 | |
| 5. WATSCO INC | 2012-12-03 | 2022-10-26 | $1,306 | $358 | $948 | $948 | |
| 10. AKAMAI TECHNOLOGIES INC | 2018-11-06 | 2022-11-23 | $916 | $694 | $222 | $222 | |
| 15. ALPHABET INC-CL A | 2014-11-18 | 2022-11-23 | $1,465 | $410 | $1,055 | $1,055 | |
| 10. AMAZON.COM INC | 2014-09-17 | 2022-11-23 | $936 | $162 | $774 | $774 | |
| 3. AMERICAN TOWER CORP | 2017-02-21 | 2022-11-23 | $653 | $333 | $320 | $320 | |
| 5. AMGEN INC | 2014-12-22 | 2022-11-23 | $1,409 | $820 | $589 | $589 | |
| 25. APPLE COMPUTER | 2011-01-03 | 2022-11-23 | $3,753 | $295 | $3,458 | $3,458 | |
| 20. BANK OF AMER CORP COM | 2015-07-30 | 2022-11-23 | $748 | $363 | $385 | $385 | |
| 2. BECTON DICKINSON & CO | 2016-09-22 | 2022-11-23 | $472 | $354 | $118 | $118 | |
| 2. BLACKROCK INC | 2017-03-01 | 2022-11-23 | $1,467 | $798 | $669 | $669 | |
| 10. BROADRIDGE FINANCIAL SOLUTIO | 2015-04-01 | 2022-11-23 | $1,477 | $545 | $932 | $932 | |
| 10. CVS CORP COM | 2012-07-19 | 2022-11-23 | $1,001 | $459 | $542 | $542 | |
| 25. CISCO SYSTEMS | 2016-08-16 | 2022-11-23 | $1,216 | $778 | $438 | $438 | |
| 20. COMCAST CORP-CLASS A | 2015-01-05 | 2022-11-23 | $706 | $558 | $148 | $148 | |
| 20. DISNEY WALT | 2015-04-01 | 2022-11-23 | $1,958 | $2,103 | -$145 | -$145 | |
| 5. INTUITIVE SURGICAL INC | 2022-08-05 | 2022-11-23 | $1,318 | $1,200 | $118 | $118 | |
| 10. IQVIA HOLDINGS INC | 2017-08-10 | 2022-11-23 | $2,173 | $885 | $1,288 | $1,288 | |
| 75. ISHARES MSCI EAFE ETF | 2016-01-13 | 2022-11-23 | $4,946 | $4,100 | $846 | $846 | |
| 25. ISHARES RUSSELL 2000 ETF | 2016-01-13 | 2022-11-23 | $4,608 | $2,753 | $1,855 | $1,855 | |
| 100. ISHARES CORE MSCI EMERGING | 2015-08-25 | 2022-11-23 | $4,644 | $3,983 | $661 | $661 | |
| 10. J P MORGAN CHASE & CO COM | 2011-12-05 | 2022-11-23 | $1,358 | $339 | $1,019 | $1,019 | |
| 5. LAUDER ESTEE COS INC CL A | 2013-07-01 | 2022-11-23 | $1,112 | $335 | $777 | $777 | |
| 5. LOCKHEED MARTIN CORP COM | 2016-08-26 | 2022-11-23 | $2,400 | $1,227 | $1,173 | $1,173 | |
| 5. MICROSOFT CORP | 2017-10-24 | 2022-11-23 | $1,228 | $396 | $832 | $832 | |
| 10. MONDELEZ INTERNATIONAL INC-A | 2018-11-06 | 2022-11-23 | $661 | $432 | $229 | $229 | |
| 15. NEXTERA ENERGY INC | 2017-02-21 | 2022-11-23 | $1,257 | $481 | $776 | $776 | |
| 10. NVIDIA CORP | 2018-11-06 | 2022-11-23 | $1,629 | $532 | $1,097 | $1,097 | |
| 20. PAYPAL HOLDINGS INC | 2016-02-09 | 2022-11-23 | $1,601 | $658 | $943 | $943 | |
| 15. STARBUCKS CORP COM | 2017-08-29 | 2022-11-23 | $1,486 | $813 | $673 | $673 | |
| 7. THERMO ELECTRON CORP | 2012-01-04 | 2022-11-23 | $3,833 | $325 | $3,508 | $3,508 | |
| 40. VERIZON COMMUNICATIONS COM | 2016-08-19 | 2022-11-23 | $1,549 | $2,097 | -$548 | -$548 | |
| 10. VISA INC-CLASS A SHARES | 2011-01-03 | 2022-11-23 | $2,118 | $177 | $1,941 | $1,941 | |
| 20. WAL MART STORES INC | 2019-08-26 | 2022-11-23 | $3,048 | $2,237 | $811 | $811 | |
| 10. WATSCO INC | 2012-12-03 | 2022-11-23 | $2,784 | $716 | $2,068 | $2,068 | |
| 10. APTIV PLC | 2014-08-25 | 2022-11-23 | $1,067 | $592 | $475 | $475 | |
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P | |||||
| CAPITAL GAIN DIVIDENDS | $91 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $247,084 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,637 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,637 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,637 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,214 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,214 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $577 | OverpaymentAmt |
| Applied To ES Tax | $577 | 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 | 4013481234 | 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 | $690,241 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,055 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $758,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $758,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $746,922 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,346 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,346 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,637 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,637 | TotalTaxAmt |
| Distributable Before Adj | $33,709 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,709 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,709 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $582,885 | 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 | $582,885 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,709 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $420,134 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $304,009 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $403,264 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $396,815 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $417,485 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,941,707 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $582,885 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,709 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $549,176 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,490,883 | 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 | $420,134 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,070,749 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $304,009 | ExcessFromYear4Amt |
| Excess From Year3 | $403,264 | ExcessFromYear3Amt |
| Excess From Year2 | $396,815 | ExcessFromYear2Amt |
| Excess From Year1 | $417,485 | ExcessFromYear1Amt |
| Excess From Current Year | $549,176 | 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 (87 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 |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF RHODE ISLAND | ||||||||
| 79 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| WEST ELMWOOD HOUSING DEVELOPMENT | ||||||||
| 224 DEXTER ST | PROVIDENCE | RI | 02907 | NONE | PC | OPERATIONAL | $7,500 | CORP |
| PACE RHODE ISLAND | ||||||||
| 225 CHAPMAN STREET | PROVIDENCE | RI | 02905 | NONE | PC | OPERATIONS | $2,000 | |
| Needham Community Council Inc | ||||||||
| 570 HILLSIDE AVENUE | Needham | MA | 02494 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Dana-Farber Cancer Institute Inc | ||||||||
| 450 BROOKLINE AVENUE | Boston | MA | 02215 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Greater Boston Food Bank | ||||||||
| 70 S BAY AVE | Boston | MA | 02118 | NONE | PC | OPERATIONAL | $1,000 | |
| HESSCO Elder Services | ||||||||
| 1 MERCHANT STREET | Sharon | MA | 02067 | NONE | PC | OPERATIONAL | $1,000 | |
| 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 | |
| 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 | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Salve Regina University | ||||||||
| 100 OCHRE POINT AVENUE | Newport | RI | 02840 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $10,000 | |
| 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 | |
| Ocean Community YMCA | ||||||||
| 95 HIGH STREET | Westerly | RI | 02891 | NONE | PC | REACH OUT TO YOUTH CAMPAIGN | $74,000 | |
| Insight | ||||||||
| 43 JEFFERSON BOULEVARD SUITE 1 | Warwick | RI | 02888 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| ASHAWAY FREE LIBRARY | ||||||||
| PO BOX 70 | Ashaway | RI | 02804 | NONE | PC | OPERATIONAL | $500 | |
| United Way of Rhode Island Inc | ||||||||
| 50 VALLEY STREET | Providence | RI | 02909 | NONE | PC | OPERATIONS | $60,000 | |
| HOUSINGWORKS RI AT ROGER WILLIAMS UNIV | ||||||||
| 1 EMPIRE PLAZA | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL | $3,000 | |
| Providence Preservation Society | ||||||||
| 24 MEETING STREET | Providence | RI | 02903 | NONE | PC | UNRESTRICTED GIFT | $3,000 | |
| Johnson and Wales University | ||||||||
| 8 ABBOTT PARK PLACE | Providence | RI | 02903 | NONE | PC | GENERAL | $15,000 | |
| Narragansett Council Boy Scouts of | ||||||||
| ATTN TIM MCCANDLESS | Cranston | RI | 02921 | NONE | PC | UNRESTRICTED GIFT | $20,000 | America |
| Tri-County Community Action | ||||||||
| 1126 HARTFORD AVEUE | Johnston | RI | 02919 | NONE | PC | OPERATIONS | $1,000 | |
| Westbay Community Action Inc | ||||||||
| 205 BUTTONWOODS AVENUE | Warwick | RI | 02886 | NONE | PC | OPERATIONAL | $1,000 | |
| Langworthy Public Library | ||||||||
| PO BOX 478 | Hope Valley | RI | 02832 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| 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 | $1,000 | |
| Providence Children's Museum | ||||||||
| 100 SOUTH STREET | Providence | RI | 02903 | NONE | PC | UNRESTRICTED GIFT | $2,500 | |
| Jonnycake Center of Peace Dale | ||||||||
| 1231 KINGSTOWN ROAD | Peace Dale | RI | 02883 | NONE | PC | OPERATIONAL SERVICES | $3,500 | |
| Wood River Health Services | ||||||||
| 823 MAIN STREET | Hope Valley | RI | 028321920 | NONE | PC | OPERATIONAL SERVICES | $5,750 | |
| Providence Revolving Fund | ||||||||
| 372 WEST FOUNTAIN STREET | Providence | RI | 02903 | NONE | PC | UNRESTRICTED GIFT | $1,500 | |
| 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 | |
| Rhode Island Community Food Bank | ||||||||
| 200 NIANTIC AVENUE | Providence | RI | 02907 | NONE | PC | OPERATIONS | $16,585 | Association |
| McAuley Ministries | ||||||||
| 622 ELMWOOD AVE | Providence | RI | 02907 | NONE | PC | OPERATIONAL SERVICES | $20,000 | |
| South County Habitat for Humanity Rhode | ||||||||
| 1555 SHANNOCK ROAD | Charlestown | RI | 02813 | NONE | PC | UNRESTRICTED GIFT | $2,500 | Island |
| North Kingstown Food Pantry | ||||||||
| 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 | |
| Friends of Narragansett Library | ||||||||
| C/O MAURY LOONTJEN MEMORIAL LIBRARY | Narragansett | RI | 028823308 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| Ocean Community Chamber Foundation Inc | ||||||||
| 1 CHAMBER WAY | Westerly | RI | 02891 | NONE | PC | CHARITABLE CONTRIBUTION | $3,000 | |
| New Urban Arts | ||||||||
| 705 WESTMINSTER STREET | Providence | RI | 02903 | NONE | PC | OPERATIONS | $500 | |
| Trinity Tabernacle Inc (Jules Hope | ||||||||
| 1336 PAWTUCKET AVENUE | Rumford | RI | 02916 | NONE | PC | UNRESTRICTED GIFT | $1,000 | Chest) |
| 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 | |
| Community 2000 Education Foundation | ||||||||
| PO BOX 1161 | Charlestown | RI | 02813 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Comprehensive Community Action | ||||||||
| 311 DORIC AVENUE | Cranston | RI | 02910 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Thames Valley Council for Community | ||||||||
| 1 SYLVANDALE ROAD | Jewett City | CT | 06351 | NONE | PC | UNRESTRICTED GIFT | $1,000 | Action |
| Christian Community Action Inc | ||||||||
| 168 DAVENPORT AVENUE | New Haven | CT | 06519 | NONE | PC | OPERATIONAL | $1,000 | |
| Pawcatuck Neighborhood Center | ||||||||
| 27 CHASE ST | Pawcatuck | CT | 06379 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Coventry Little League | ||||||||
| P O BOX 102 | Coventry | RI | 02816 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Glastonbury Gives | ||||||||
| TOWN OF GLASTONBURY | Glastonbury | CT | 06033 | NONE | PC | OPERATIONS | $1,000 | |
| The Greenwich Library | ||||||||
| 101 WEST PUTNAM AVENUE | Greenwich | CT | 06830 | NONE | PC | UNRESTRICTED GIFT | $10,000 | |
| QUEENS RIVER BAPTIST CHURCH | ||||||||
| 901 USEQUEPAUG ROAD | WEST KINGSTON | RI | 02892 | NONE | N/A | UNRESTRICTED GIFT | $1,000 | |
| National Adrenal Diseases Foundation | ||||||||
| PO BOX 95149 | Newton | MA | 02495 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| R I CENTER ASSISTING THOSE IN | ||||||||
| PO BOX 73 | CAROLINA | RI | 02812 | NONE | PC | OPERATIONAL | $1,000 | NEED |
| Tap-In Inc | ||||||||
| PO BOX 252 | Barrington | RI | 02806 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Community Preparatory School | ||||||||
| 135 PRAIRIE AVE | Providence | RI | 02905 | NONE | PC | OPERATIONAL | $2,000 | |
| Hasbro Children's Hospital | ||||||||
| 593 EDDY ST | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $11,000 | |
| Block Island Medical Center | ||||||||
| PO BOX 919 | Block Island | RI | 02807 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $15,000 | |
| AHM Youth & Family Services-Andover | ||||||||
| 25 PENDELTON DRIVE | Hebron | CT | 06248 | NONE | PC | UNRESTRICTED GIFT | $1,000 | Hebron Marlborough |
| 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 | $15,000 | |
| The Colonial Theatre | ||||||||
| PO BOX 762 | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $10,000 | |
| Better Lives Rhode Island | ||||||||
| 15 HAYES STREET | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $1,000 | |
| Westerly Area Rest Meals | ||||||||
| 56 SPRUCE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL SERVICES | $6,000 | |
| COMMUNITY BOATING CENTER | ||||||||
| 109 INDIA STREET | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONS | $1,000 | |
| COVENTRY COMMUNITY FOODBANK | ||||||||
| 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 | |
| Helping Hands Of Block Island Inc | ||||||||
| PO BOX 165 | Block Island | RI | 02807 | NONE | PC | OPERATIONAL | $1,000 | |
| Stand Up For Animals | ||||||||
| 8 PEEPTOAD ROAD | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $1,000 | |
| Northern Rhode Island Food Pantry | ||||||||
| PO BOX 7833 | Cumberland | RI | 02864 | NONE | PC | OPERATIONAL | $1,000 | |
| WESTERLY EDUCATION CENTER | ||||||||
| 23 FRIENDSHIP STREET | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $5,000 | |
| OCEAN COMMUNITY UNITED THEATRE INC | ||||||||
| PO BOX 384 | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $50,000 | |
| The Art Connection in Rhode Island | ||||||||
| 36 PARK PLACE NO 2 | Pawtucket | RI | 02860 | NONE | PC | GENERAL | $500 | |
| 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 | |
| Blackstone Valley Community Health Care | ||||||||
| 39 EAST AVENUE | Pawtucket | RI | 02860 | NONE | PC | GENERAL | $10,000 | |
| OpenDoors | ||||||||
| 485 PLAINFIELD STREET | Providence | RI | 02909 | NONE | PC | UNRESTRICTED GIFT | $2,500 | |
| 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 | $1,000 | |
| Providence Gridiron Club | ||||||||
| 12 CHANDLER DRIVE | Coventry | RI | 02816 | NONE | PC | OPERATIONAL | $3,000 | |
| SAINT ANTHONY OUTREACH MINISTRIES | ||||||||
| 5 GIBBS STREET | NORTH PROVIDENCE | RI | 02904 | NONE | PC | OPERATIONS | $1,000 | |
| East Greenwich Interfaith Food Cupboard | ||||||||
| 99 PIERCE STREET | East Greenwich | RI | 02818 | NONE | PC | GENERAL | $1,000 | |
| Cape Verdean Museum Exhibit | ||||||||
| 1003 WATERMAN AVENUE | East Providence | RI | 029140187 | NONE | PC | UNRESTRICTED GIFT | $2,500 | |
| ONE NEIGHBORHOOD BUILDERS | ||||||||
| 66 CHAFFEE ST | PROVIDENCE | RI | 02909 | NONE | PC | OPERATIONAL | $10,000 | |
| THE WESTERLY LAND TRUST | ||||||||
| PO BOX 601 | WESTERLY | RI | 02891 | NONE | PC | GENERAL | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $582,835 | 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 | $14,669 | 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 | $247,084 | 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 | $261,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $261,753 | 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 | $600,000 | 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 | $100,247 | EOYBookValueAmt |
| EOYFMV | $97,045 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENT | StockNm |
| EOY Book Value | $251,329 | EOYBookValueAmt |
| EOYFMV | $464,901 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFFERENCE | Desc |
| Amt | $366 | Amt |
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 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $10 | $10 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,462 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,214 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $51 | $51 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $38 | $38 | $0 |