LYN & MARGARET COMFORT CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LYN & MARGARET COMFORT CHARITABLE FOUNDATION (EIN 20-1985235)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-09-26
- IRS object ID
- 202302699349100770
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-26T11:52:05-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jennifer C Capodilupo CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Corporate Place | AddressLine1Txt |
| City | Middletown | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02842 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201985235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYN & MARGARET COMFORT CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYN& | BusinessNameControlTxt |
| Phone | 4018628796 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 WASHINGTON STREET | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET D COMFORT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4018628796 | PhoneNum |
| Signature | 2023-09-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARGARET | PersonFirstNm |
| Person Last | COMFORT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | Jennifer C Capodilupo CPA | PreparerPersonNm |
| PTIN | P01294078 | PTIN |
| Phone | 4018480000 | PhoneNum |
| Preparation | 2023-09-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $474,395 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,987 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $350 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $350 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,863 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,863 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $18,200 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,213 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $50 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,261 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,953 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,953 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,564 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,953 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,814 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,953 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,614 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,260 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,785 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,968 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,968 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $260,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $247,606 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $290,310 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $204,499 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $196,275 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $172,117 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $475,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $455,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $474,395 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $475,570 | RetainedEarningBOYAmt |
| Retained Earning EOY | $455,849 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $475,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $455,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $475,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $455,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $475,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,614 | ExcessRevenueOverExpensesAmt |
| Other Increases | $94 | OtherIncreasesAmt |
| Subtotal | $456,050 | SubtotalAmt |
| Other Decreases | $201 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $455,849 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2016-11-21 | 2022-12-13 | $71,339 | $0 | $67,284 | $4,055 | $0 | $0 | $0 | $4,055 |
| PUBLICLY TRADED SECURITIES | P | 2021-12-17 | 2022-12-13 | $56,347 | $0 | $60,603 | -$4,256 | $0 | $0 | $0 | -$4,256 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$201 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,256 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $170 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $170 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $170 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $624 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $624 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$624 | OriginalReturnOverpaymentAmt |
| Overpayment | $454 | OverpaymentAmt |
| Applied To ES Tax | $454 | AppliedToESTaxAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | LYN MARGARET COMFORT CHAR FDN | IndividualWithBooksNm |
| Phone | 4018628796 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 WASHINGTON STREET | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02840 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LYN COMFORT | ||||||||
| 62 WASHINGTON STREET | NEWPORT | RI | 02840 | TREASURER/SECRETARY | 0.40 | $0 | $0 | $0 |
| MARGARET D COMFORT | ||||||||
| 62 WASHINGTON STREET | NEWPORT | RI | 02840 | PRESIDENT | 0.40 | $0 | $0 | $0 |
| EMILY COMFORT | ||||||||
| 62 WASHINGTON STREET | NEWPORT | RI | 02840 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $454,466 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,865 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $465,331 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $465,331 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,980 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $458,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $170 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $170 | TotalTaxAmt |
| Distributable Before Adj | $22,748 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,748 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,748 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,748 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $33,502 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,070 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,572 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,748 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,502 | RemainingDistriFromCorpusAmt |
| Total Corpus | $45,074 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $33,502 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,572 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $3,070 | ExcessFromYear1Amt |
| Excess From Current Year | $8,502 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LYN COMFORT | ContributingManagerNm |
| Contributing Manager | MARGARET COMFORT | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR THE BLIND | ||||||
| 2 PENN PLAZA SUITE 1102 | NEW YORK | NY | 10121 | PUBLICCHARITY | TO EXPANDPOSSIBILITIES FORPEOPLE WITH VISION LOSS | $250 |
| AQUIDNECK LAND TRUST | ||||||
| 790 AQUIDNECK AVENUE | MIDDLETOWN | RI | 02842 | PUBLICCHARITY | CONSERVATION ANDMANAGEMENT | $500 |
| POTTER LEAGUE FOR ANIMALS | ||||||
| PO BOX 412 | NEWPORT | RI | 02840 | PUBLICCHARITY | ANIMAL PROTECTIONAND WELFARE | $500 |
| CANTERBURY SCHOOL | ||||||
| 101 ASPETUCK AVENUE | NEW MILFORD | CT | 06776 | PUBLICCHARITY | EDUCATION | $250 |
| SEAMAN'S CHURCH INSTITUTE | ||||||
| 18 MARKET SQUARE | NEWPORT | RI | 02840 | PUBLICCHARITY | WELL-BEING OFSEAFARERS | $500 |
| COLLEGE OF CHARLESTON SAILING | ||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | PUBLICCHARITY | EDUCATION | $500 |
| CLAGETT CLINIC & REGATTA | ||||||
| 231 INDIAN AVENUE | PORTSMOUTH | RI | 02871 | PUBLICCHARITY | SUPPORTS SAILINGWITHDISABILITIES | $500 |
| SAIL TO PREVAIL | ||||||
| 152 MILL STREET | NEWPORT | RI | 02840 | PUBLICCHARITY | SUPPORTS SAILINGWITHDISABILITIES | $500 |
| ST CLARE | ||||||
| 309 SPRING STREET | NEWPORT | RI | 02840 | PUBLICCHARITY | HEALTH ANDWELFARE | $500 |
| COAST GUARD FOUNDATION | ||||||
| 394 TAUGWONK ROAD | STONINGTON | CT | 06378 | PUBLICCHARITY | WELL-BEINGEDUCATION | $500 |
| WILLIAMS COLLEGE | ||||||
| 880 MAIN STREET | WILLIAMSTOWN | MA | 02167 | PUBLICCHARITY | EDUCATION | $250 |
| HERRESHOFF MARINE MUSEUM | ||||||
| 1 BURNSIDE STREET | BRISTOL | RI | 02809 | PUBLICCHARITY | HISTORY ANDEDUCATION | $500 |
| SAIL NEWPORT | ||||||
| 72 FORT ADAMS DRIVE | NEWPORT | RI | 02840 | PUBLICCHARITY | EDUCATION | $1,000 |
| NEWPORT HISTORICAL SOCIETY | ||||||
| 82 TOURO STREET | NEWPORT | RI | 02840 | PUBLICCHARITY | TO SUPPORT HISTORICPRESERVATION | $500 |
| THE PRESERVATION SOCIETY OF NEWPORT | ||||||
| 424 BELLEVUE AVENUE | NEWPORT | RI | 02840 | PUBLICCHARITY | TO SUPPORTARCHITECTURALPRESERVATION | $500 |
| NATIONAL SAILING HALL OF FAME | ||||||
| 365 THAMES STREET | NEWPORT | RI | 02840 | PUBLICCHARITY | EDUCATION | $10,000 |
| MARTIN LUTHER KING CENTER | ||||||
| 20 DR MARCUS F WHEATLAND BLVD | NEWPORT | RI | 02840 | PUBLICCHARITY | EDUCATION | $1,000 |
| AQUIDNECK COMMUNITY TABLE | ||||||
| 25 ENTERPRISE DRIVE | MIDDLETOWN | RI | 02842 | PUBLICCHARITY | EDUCATION | $1,000 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | ||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | PUBLICCHARITY | EDUCATION ANDLEADERSHIP | $1,000 |
| CENTER AGAINST RAPE & DOMESTIC VIOLENCE | ||||||
| PO BOX 914 | CORVALLIS | OR | 97339 | PUBLICCHARITY | EDUCATION ANDLEADERSHIP | $5,000 |
| FARM FRESH RI | ||||||
| 10 SIMS AVE UNIT 103 | PROVIDENCE | RI | 02909 | PUBLICCHARITY | EDUCATION | $1,000 |
| BETTER BAY ALLIANCE | ||||||
| 181 BELLEVUE AVE SUITE 414 | NEWPORT | RI | 02840 | PUBLICCHARITY | EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $350 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,863 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,213 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,213 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JENNIFER C. CAPODILUPO CPA TAX SERVICES | CategoryTxt |
| Amt | $1,300 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $196,275 | EOYBookValueAmt |
| EOYFMV | $172,117 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $247,606 | EOYBookValueAmt |
| EOYFMV | $290,310 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CAPITAL LOSS | Desc |
| Amt | $201 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $3,953 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,953 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $94 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE OF RI ATTNY GEN'L | CategoryTxt |
| Amt | $50 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $1,261 | Amt |