WASHINGTON TRUST CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON TRUST CHARITABLE FOUNDATION (EIN 05-0477294)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202211309349103016
- Schema version
- 2021v4.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T13:00:21-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8662974127 | PhoneNum |
| Preparation | 2022-04-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,338,672 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,184 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $282,072 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $461,107 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $282,072 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $303,256 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $303,256 | 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 | $1,305 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96 | 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 | $1,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $479,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $479,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $481,255 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $479,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$177,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $303,160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $108,266 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,910 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $549,155 | CorporateStockBOYAmt |
| Corporate Stock EOY | $440,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,085,940 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $210,877 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $200,473 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $203,822 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $868,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $690,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,338,672 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $868,298 | CapitalStockBOYAmt |
| Capital Stock EOY | $690,158 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $868,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $690,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $868,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $690,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $868,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$177,999 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $690,299 | SubtotalAmt |
| Other Decreases | $141 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $690,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (220 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20. ALIBABA GROUP HOLDING-SP ADR | 2015-04-13 | 2021-01-11 | $4,591 | $1,692 | $2,899 | $2,899 | |
| 5. ALPHABET INC-CL A | 2014-10-23 | 2021-01-11 | $8,835 | $2,741 | $6,094 | $6,094 | |
| 3. AMAZON.COM INC | 2014-09-17 | 2021-01-11 | $9,408 | $973 | $8,435 | $8,435 | |
| 25. AMERICAN TOWER CORP | 2017-02-21 | 2021-01-11 | $5,420 | $2,774 | $2,646 | $2,646 | |
| 100. APPLE COMPUTER | 2011-01-03 | 2021-01-11 | $12,938 | $1,178 | $11,760 | $11,760 | |
| 100. BANK OF AMER CORP COM | 2015-07-30 | 2021-01-11 | $3,260 | $1,816 | $1,444 | $1,444 | |
| 25. BROADRIDGE FINANCIAL SOLUTIO | 2015-04-01 | 2021-01-11 | $3,869 | $1,363 | $2,506 | $2,506 | |
| 50. CERNER CORP | 2011-06-21 | 2021-01-11 | $3,942 | $1,362 | $2,580 | $2,580 | |
| 40. COMCAST CORP-CLASS A | 2015-01-05 | 2021-01-11 | $2,042 | $1,116 | $926 | $926 | |
| 25. DISNEY WALT | 2015-04-01 | 2021-01-11 | $4,491 | $2,629 | $1,862 | $1,862 | |
| 5. EQUINIX INC | 2018-11-21 | 2021-01-11 | $3,418 | $1,883 | $1,535 | $1,535 | |
| 5. META PLATFORMS INC-CLASS A | 2014-10-23 | 2021-01-11 | $1,298 | $397 | $901 | $901 | |
| 75. ISHARES MSCI EAFE ETF | 2012-05-23 | 2021-01-11 | $5,589 | $3,617 | $1,972 | $1,972 | |
| 100. ISHARES RUSSELL 2000 ETF | 2014-11-18 | 2021-01-11 | $20,692 | $11,648 | $9,044 | $9,044 | |
| 50. ISHARES CORE MSCI EMERGING | 2015-08-25 | 2021-01-11 | $3,233 | $1,992 | $1,241 | $1,241 | |
| 50. J P MORGAN CHASE & CO COM | 2011-12-05 | 2021-01-11 | $6,806 | $1,693 | $5,113 | $5,113 | |
| 25. LAUDER ESTEE COS INC CL A | 2013-07-01 | 2021-01-11 | $6,445 | $1,675 | $4,770 | $4,770 | |
| 15. MICROSOFT CORP | 2017-10-24 | 2021-01-11 | $3,275 | $1,187 | $2,088 | $2,088 | |
| 10. NEXTERA ENERGY INC | 2017-02-21 | 2021-01-11 | $797 | $321 | $476 | $476 | |
| 5. NVIDIA CORP | 2018-11-06 | 2021-01-11 | $2,756 | $1,064 | $1,692 | $1,692 | |
| 50. PAYPAL HOLDINGS INC | 2016-02-09 | 2021-01-11 | $11,929 | $1,646 | $10,283 | $10,283 | |
| 2942.792 PIMCO INCOME FUND-INS | 2019-09-25 | 2021-01-11 | $35,461 | $35,074 | $387 | $387 | |
| 40. STARBUCKS CORP COM | 2017-08-29 | 2021-01-11 | $4,180 | $2,168 | $2,012 | $2,012 | |
| 15. THERMO ELECTRON CORP | 2011-12-05 | 2021-01-11 | $7,731 | $710 | $7,021 | $7,021 | |
| 35. VISA INC-CLASS A SHARES | 2011-01-03 | 2021-01-11 | $7,473 | $618 | $6,855 | $6,855 | |
| 25. WATSCO INC | 2012-12-03 | 2021-01-11 | $6,024 | $1,789 | $4,235 | $4,235 | |
| 25. APTIV PLC | 2014-08-25 | 2021-01-11 | $3,612 | $1,479 | $2,133 | $2,133 | |
| 10. ALIBABA GROUP HOLDING-SP ADR | 2015-04-13 | 2021-01-14 | $2,438 | $846 | $1,592 | $1,592 | |
| 25. APPLE COMPUTER | 2011-01-03 | 2021-01-14 | $3,252 | $295 | $2,957 | $2,957 | |
| 10. BROADRIDGE FINANCIAL SOLUTIO | 2015-04-01 | 2021-01-14 | $1,539 | $545 | $994 | $994 | |
| 10. ISHARES MSCI EAFE ETF | 2012-05-23 | 2021-01-14 | $754 | $482 | $272 | $272 | |
| 10. ISHARES RUSSELL 2000 ETF | 2014-11-18 | 2021-01-14 | $2,137 | $1,165 | $972 | $972 | |
| 15. ISHARES CORE MSCI EMERGING | 2015-08-25 | 2021-01-14 | $992 | $597 | $395 | $395 | |
| 10. J P MORGAN CHASE & CO COM | 2011-12-05 | 2021-01-14 | $1,425 | $339 | $1,086 | $1,086 | |
| 10. PAYPAL HOLDINGS INC | 2016-02-09 | 2021-01-14 | $2,463 | $329 | $2,134 | $2,134 | |
| 10. THERMO ELECTRON CORP | 2011-12-05 | 2021-01-14 | $5,033 | $473 | $4,560 | $4,560 | |
| 5. WATSCO INC | 2012-12-03 | 2021-01-14 | $1,155 | $358 | $797 | $797 | |
| 1. ALPHABET INC-CL A | 2014-10-23 | 2021-04-12 | $2,254 | $548 | $1,706 | $1,706 | |
| 1. AMAZON.COM INC | 2014-09-17 | 2021-04-12 | $3,355 | $324 | $3,031 | $3,031 | |
| 50. APPLE COMPUTER | 2011-01-03 | 2021-04-12 | $6,617 | $589 | $6,028 | $6,028 | |
| 75. BANK OF AMER CORP COM | 2015-07-30 | 2021-04-12 | $3,006 | $1,362 | $1,644 | $1,644 | |
| 10. BROADRIDGE FINANCIAL SOLUTIO | 2015-04-01 | 2021-04-12 | $1,567 | $545 | $1,022 | $1,022 | |
| 15. CERNER CORP | 2011-06-21 | 2021-04-12 | $1,090 | $445 | $645 | $645 | |
| 5. DISNEY WALT | 2015-04-01 | 2021-04-12 | $938 | $526 | $412 | $412 | |
| 10. META PLATFORMS INC-CLASS A | 2014-10-23 | 2021-04-12 | $3,109 | $793 | $2,316 | $2,316 | |
| 10. IQVIA HOLDINGS INC | 2017-08-10 | 2021-04-12 | $2,078 | $885 | $1,193 | $1,193 | |
| 15. ISHARES RUSSELL 2000 ETF | 2014-11-18 | 2021-04-12 | $3,340 | $1,747 | $1,593 | $1,593 | |
| 10. ISHARES CORE MSCI EMERGING | 2015-08-25 | 2021-04-12 | $642 | $398 | $244 | $244 | |
| 5. J P MORGAN CHASE & CO COM | 2011-12-05 | 2021-04-12 | $779 | $169 | $610 | $610 | |
| 10. LAUDER ESTEE COS INC CL A | 2013-07-01 | 2021-04-12 | $3,028 | $670 | $2,358 | $2,358 | |
| 5. NVIDIA CORP | 2018-11-06 | 2021-04-12 | $2,858 | $1,064 | $1,794 | $1,794 | |
| 10. PAYPAL HOLDINGS INC | 2016-02-09 | 2021-04-12 | $2,653 | $329 | $2,324 | $2,324 | |
| 15. STARBUCKS CORP COM | 2017-08-29 | 2021-04-12 | $1,695 | $813 | $882 | $882 | |
| 5. THERMO ELECTRON CORP | 2011-12-05 | 2021-04-12 | $2,390 | $237 | $2,153 | $2,153 | |
| 10. VISA INC-CLASS A SHARES | 2011-01-03 | 2021-04-12 | $2,202 | $177 | $2,025 | $2,025 | |
| 10. WATSCO INC | 2012-12-03 | 2021-04-12 | $2,759 | $716 | $2,043 | $2,043 | |
| 10. ALIBABA GROUP HOLDING-SP ADR | 2015-04-13 | 2021-06-22 | $2,105 | $846 | $1,259 | $1,259 | |
| 2. ALPHABET INC-CL A | 2014-10-23 | 2021-06-22 | $4,853 | $1,096 | $3,757 | $3,757 | |
| 1. AMAZON.COM INC | 2014-09-17 | 2021-06-22 | $3,502 | $324 | $3,178 | $3,178 | |
| 25. APPLE COMPUTER | 2011-01-03 | 2021-06-22 | $3,313 | $295 | $3,018 | $3,018 | |
| 10. BROADRIDGE FINANCIAL SOLUTIO | 2015-04-01 | 2021-06-22 | $1,613 | $545 | $1,068 | $1,068 | |
| 35. CERNER CORP | 2011-06-21 | 2021-06-22 | $2,763 | $1,039 | $1,724 | $1,724 | |
| 10. META PLATFORMS INC-CLASS A | 2014-11-18 | 2021-06-22 | $3,345 | $743 | $2,602 | $2,602 | |
| 10. IQVIA HOLDINGS INC | 2017-08-10 | 2021-06-22 | $2,438 | $885 | $1,553 | $1,553 | |
| 15. ISHARES RUSSELL 2000 ETF | 2014-11-18 | 2021-06-22 | $3,395 | $1,747 | $1,648 | $1,648 | |
| 10. J P MORGAN CHASE & CO COM | 2011-12-05 | 2021-06-22 | $1,501 | $339 | $1,162 | $1,162 | |
| 10. LAUDER ESTEE COS INC CL A | 2013-07-01 | 2021-06-22 | $3,005 | $670 | $2,335 | $2,335 | |
| 3. NVIDIA CORP | 2018-11-06 | 2021-06-22 | $2,263 | $638 | $1,625 | $1,625 | |
| 20. PAYPAL HOLDINGS INC | 2016-02-09 | 2021-06-22 | $5,708 | $658 | $5,050 | $5,050 | |
| 5. THERMO ELECTRON CORP | 2011-12-05 | 2021-06-22 | $2,446 | $237 | $2,209 | $2,209 | |
| 15. VISA INC-CLASS A SHARES | 2011-01-03 | 2021-06-22 | $3,518 | $265 | $3,253 | $3,253 | |
| 80. ALIBABA GROUP HOLDING-SP ADR | 2015-04-13 | 2021-08-02 | $16,141 | $6,767 | $9,374 | $9,374 | |
| 3. ALPHABET INC-CL A | 2014-10-23 | 2021-08-30 | $8,724 | $1,645 | $7,079 | $7,079 | |
| 1. AMAZON.COM INC | 2014-09-17 | 2021-08-30 | $3,404 | $324 | $3,080 | $3,080 | |
| 50. APPLE COMPUTER | 2011-01-03 | 2021-08-30 | $7,569 | $589 | $6,980 | $6,980 | |
| 75. BANK OF AMER CORP COM | 2015-07-30 | 2021-08-30 | $3,133 | $1,362 | $1,771 | $1,771 | |
| 10. BECTON DICKINSON & CO | 2016-09-22 | 2021-08-30 | $2,499 | $1,812 | $687 | $687 | |
| 5. BLACKROCK INC | 2017-03-01 | 2021-08-30 | $4,766 | $1,994 | $2,772 | $2,772 | |
| 20. BROADRIDGE FINANCIAL SOLUTIO | 2015-04-01 | 2021-08-30 | $3,439 | $1,090 | $2,349 | $2,349 | |
| 10. DISNEY WALT | 2015-04-01 | 2021-08-30 | $1,796 | $1,051 | $745 | $745 | |
| 5. META PLATFORMS INC-CLASS A | 2014-11-18 | 2021-08-30 | $1,871 | $372 | $1,499 | $1,499 | |
| 15. IQVIA HOLDINGS INC | 2017-08-10 | 2021-08-30 | $3,910 | $1,328 | $2,582 | $2,582 | |
| 40. ISHARES MSCI EAFE ETF | 2016-01-13 | 2021-08-30 | $3,221 | $2,090 | $1,131 | $1,131 | |
| 35. ISHARES RUSSELL 2000 ETF | 2014-11-18 | 2021-08-30 | $7,893 | $4,077 | $3,816 | $3,816 | |
| 50. ISHARES CORE MSCI EMERGING | 2015-08-25 | 2021-08-30 | $3,151 | $1,992 | $1,159 | $1,159 | |
| 15. J P MORGAN CHASE & CO COM | 2011-12-05 | 2021-08-30 | $2,406 | $508 | $1,898 | $1,898 | |
| 5. LAUDER ESTEE COS INC CL A | 2013-07-01 | 2021-08-30 | $1,718 | $335 | $1,383 | $1,383 | |
| 5. MICROSOFT CORP | 2017-10-24 | 2021-08-30 | $1,514 | $396 | $1,118 | $1,118 | |
| 8. NVIDIA CORP | 2018-11-06 | 2021-08-30 | $1,824 | $426 | $1,398 | $1,398 | |
| 15. PAYPAL HOLDINGS INC | 2016-02-09 | 2021-08-30 | $4,231 | $494 | $3,737 | $3,737 | |
| 25. STARBUCKS CORP COM | 2017-08-29 | 2021-08-30 | $2,877 | $1,355 | $1,522 | $1,522 | |
| 5. THERMO ELECTRON CORP | 2011-12-05 | 2021-08-30 | $2,768 | $237 | $2,531 | $2,531 | |
| 15. VISA INC-CLASS A SHARES | 2011-01-03 | 2021-08-30 | $3,454 | $265 | $3,189 | $3,189 | |
| 10. WATSCO INC | 2012-12-03 | 2021-08-30 | $2,790 | $716 | $2,074 | $2,074 | |
| 10. APTIV PLC | 2014-08-25 | 2021-08-30 | $1,545 | $592 | $953 | $953 | |
| 1. ALPHABET INC-CL A | 2014-10-23 | 2021-11-18 | $2,970 | $548 | $2,422 | $2,422 | |
| 1. AMAZON.COM INC | 2014-09-17 | 2021-11-18 | $3,622 | $324 | $3,298 | $3,298 | |
| 25. APPLE COMPUTER | 2011-01-03 | 2021-11-18 | $3,854 | $295 | $3,559 | $3,559 | |
| 25. BANK OF AMER CORP COM | 2015-07-30 | 2021-11-18 | $1,159 | $454 | $705 | $705 | |
| 10. BROADRIDGE FINANCIAL SOLUTIO | 2015-04-01 | 2021-11-18 | $1,731 | $545 | $1,186 | $1,186 | |
| 10. META PLATFORMS INC-CLASS A | 2014-11-18 | 2021-11-18 | $3,374 | $743 | $2,631 | $2,631 | |
| 10. IQVIA HOLDINGS INC | 2017-08-10 | 2021-11-18 | $2,681 | $885 | $1,796 | $1,796 | |
| 15. ISHARES RUSSELL 2000 ETF | 2014-11-18 | 2021-11-18 | $3,511 | $1,747 | $1,764 | $1,764 | |
| 10. J P MORGAN CHASE & CO COM | 2011-12-05 | 2021-11-18 | $1,629 | $339 | $1,290 | $1,290 | |
| 5. LAUDER ESTEE COS INC CL A | 2013-07-01 | 2021-11-18 | $1,723 | $335 | $1,388 | $1,388 | |
| 5. MICROSOFT CORP | 2017-10-24 | 2021-11-18 | $1,698 | $396 | $1,302 | $1,302 | |
| 10. NVIDIA CORP | 2018-11-06 | 2021-11-18 | $3,192 | $532 | $2,660 | $2,660 | |
| 5. THERMO ELECTRON CORP | 2011-12-05 | 2021-11-18 | $3,168 | $237 | $2,931 | $2,931 | |
| 10. VISA INC-CLASS A SHARES | 2011-01-03 | 2021-11-18 | $2,018 | $177 | $1,841 | $1,841 | |
| 25000. WELLS FARGO BANK NA 3.2% 28 DEC 2021 | 2018-12-24 | 2021-12-28 | $25,000 | $24,963 | $37 | $37 | |
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P | |||||
| CAPITAL GAIN DIVIDENDS | $302 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $282,072 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,214 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,214 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,752 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,752 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,462 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | $1,317,224 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,662 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,353,886 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,353,886 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,333,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,214 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,214 | TotalTaxAmt |
| Distributable Before Adj | $62,465 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,465 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,465 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $479,950 | 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 | $479,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,465 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $305,076 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $420,134 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $304,009 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $403,264 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $396,815 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,829,298 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $479,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,465 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $417,485 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,246,783 | 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 | $305,076 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,941,707 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $420,134 | ExcessFromYear4Amt |
| Excess From Year3 | $304,009 | ExcessFromYear3Amt |
| Excess From Year2 | $403,264 | ExcessFromYear2Amt |
| Excess From Year1 | $396,815 | ExcessFromYear1Amt |
| Excess From Current Year | $417,485 | 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 (78 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 | |
| MENTOR RHODE ISLAND | ||||||||
| 2065 WARWICK AVE UNIT 1 | WARWICK | RI | 02889 | NONE | PC | OPERATIONAL | $1,000 | |
| JOHN E FOGARTY FOUNDATION | ||||||||
| 1 TURKS HEAD PLACE | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONS | $500 | |
| 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 | |
| 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 | |
| Year Up Providence | ||||||||
| 40 FOUNTAIN STREET 7TH FLOOR | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $2,500 | |
| Medfield Foundation Inc | ||||||||
| 459 MAIN STREET | Medfield | MA | 02052 | NONE | PC | OPERATIONS | $1,000 | |
| Bryant University Scholarship | ||||||||
| 1150 DOUGLAS PIKE | Smithfield | RI | 02917 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| Children's Friend & Service | ||||||||
| 153 SUMMER STREET | Providence | RI | 02903 | NONE | PC | OPERATIONAL PURPOSES | $10,000 | |
| Family Service of Rhode Island | ||||||||
| PO BOX 6688 | Providence | RI | 02940 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Miriam Hospital | ||||||||
| FOUNDATION DEVEPMENT OFFICE PO BOX | Providence | RI | 02901 | NONE | PC | OPERATIONS | $2,500 | |
| Providence College | ||||||||
| 1 CUNNINGHAM SQUARE | Providence | RI | 02918 | NONE | PC | EDUCATIONAL SERVICES | $5,000 | |
| 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 | $5,000 | |
| 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 | $88,000 | |
| Insight | ||||||||
| 43 JEFFERSON BOULEVARD SUITE 1 | Warwick | RI | 02888 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| United Way of Rhode Island | ||||||||
| 50 VALLEY STREET | Providence | RI | 02909 | NONE | PC | OPERATIONS | $56,000 | |
| HOUSINGWORKS RI AT ROGER WILLIAMS UNIV | ||||||||
| 1 EMPIRE PLAZA | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL | $3,000 | |
| Johnson and Wales University | ||||||||
| 8 ABBOTT PARK PLACE | Providence | RI | 02903 | NONE | PC | GENERAL | $15,000 | |
| Tri-County Community Action | ||||||||
| 1126 HARTFORD AVEUE | Johnston | RI | 02919 | NONE | PC | OPERATIONS | $1,000 | |
| East Bay Community Action Program | ||||||||
| 100 BULLOCKS POINT AVENUE | Riverside | RI | 02915 | NONE | PC | OPERATIONS | $2,000 | |
| FRANK OLEAN CENTER INC | ||||||||
| 93 AIRPORT ROAD | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $5,000 | |
| Westbay Community Action Inc | ||||||||
| 205 BUTTONWOODS AVENUE | Warwick | RI | 02886 | NONE | PC | OPERATIONAL | $1,000 | |
| James L Maher Center | ||||||||
| 906 AQUIDNECK AVE | Middletown | RI | 02842 | NONE | PC | OPERATIONAL SERVICES | $3,500 | |
| Thundermist Health Center | ||||||||
| 171 SERVICE AVENUE BUILDING 2 | Warwick | RI | 02886 | NONE | PC | OPERATIONS | $2,000 | |
| Jonnycake Center of Westerly | ||||||||
| 23 INDUSTRIAL DRIVE | Westerly | RI | 02891 | NONE | PC | OPERATIONAL SERVICES | $3,500 | |
| Jonnycake Center of Peace Dale | ||||||||
| 1231 KINGSTOWN ROAD | Peace Dale | RI | 02883 | NONE | PC | OPERATIONAL SERVICES | $4,500 | |
| Domestic Violence Resource Center of | ||||||||
| 61 MAIN STREET | Wakefield | RI | 02879 | NONE | PC | OPERATIONS | $1,000 | South County |
| Wood River Health Services | ||||||||
| 823 MAIN STREET | Hope Valley | RI | 028321920 | NONE | PC | OPERATIONAL SERVICES | $3,000 | |
| 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 | $7,235 | Association |
| North Kingstown Food Pantry | ||||||||
| 445 SCHOOL ST | North Kingsown | RI | 02852 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Westerly Armory Restoration Inc | ||||||||
| 41 RAILROAD AVE | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $1,000 | |
| 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 | |
| Rhode Island Free Clinic | ||||||||
| 655 BROAD STREET | Providence | RI | 02907 | NONE | PC | OPERATIONS | $6,000 | |
| Community MusicWorks | ||||||||
| 1392 WESTMINSTER STREET | Providence | RI | 02909 | NONE | PC | OPERATIONS | $1,000 | |
| Community 2000 Education Foundation | ||||||||
| PO BOX 1161 | Charlestown | RI | 02813 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Town of Westerly | ||||||||
| 45 BROAD STREET | Westerly | RI | 02891 | NONE | N/A | OPERATIONS | $4,150 | |
| Comprehensive Community Action | ||||||||
| 311 DORIC AVENUE | Cranston | RI | 02910 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| 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 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 146 CLIFFORD STREET NO 1 | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONS | $5,000 | |
| Project Goal Inc | ||||||||
| 79 SAVOY ST | Providence | RI | 02906 | NONE | PC | OPERATIONS | $500 | |
| Stages of Freedom | ||||||||
| 10 WESTMINSTER STREET | Providence | RI | 02903 | NONE | PC | OPERATIONS | $2,500 | |
| R I CENTER ASSISTING THOSE IN | ||||||||
| PO BOX 73 | CAROLINA | RI | 02812 | NONE | PC | OPERATIONAL | $1,000 | NEED |
| 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 | $10,000 | |
| Ron Burton Training Village | ||||||||
| 55 MORGAN RD | Hubbardston | MA | 01452 | NONE | PC | OPERATIONAL | $1,000 | |
| Rhode Island Foundation | ||||||||
| ONE UNION STATION | Providence | RI | 02903 | NONE | PC | CIVIC LEADERSHIP FUND | $2,500 | |
| The Colonial Theatre | ||||||||
| PO BOX 762 | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $10,000 | |
| Better Lives Rhode Island | ||||||||
| 15 HAYES STREET | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $1,000 | |
| Bread of Life Food Pantry | ||||||||
| 100 NEWMAN AVENUE | Rumford | RI | 02916 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Westerly Area Rest Meals | ||||||||
| 56 SPRUCE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL SERVICES | $5,000 | |
| 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 | $50,500 | |
| Pawtucket Central Falls Development | ||||||||
| 204 BROAD STREET | Pawtucket | RI | 02860 | NONE | PC | OPERATIONAL | $3,000 | |
| Helping Hands Of Block Island Inc | ||||||||
| PO BOX 165 | Block Island | RI | 02807 | NONE | PC | OPERATIONAL | $1,000 | |
| Northern Rhode Island Food Pantry | ||||||||
| PO BOX 7833 | Cumberland | RI | 02864 | NONE | PC | OPERATIONAL | $1,000 | |
| Diversity & Inclusion Professionals | ||||||||
| PO BOX 40753 | Providence | RI | 02940 | NONE | PC | OPERATIONAL | $1,000 | |
| College Unbound | ||||||||
| 325 PUBLIC STREET | Providence | RI | 02905 | NONE | PC | OPERATIONAL | $2,500 | |
| OCEAN COMMUNITY UNITED THEATRE INC | ||||||||
| PO BOX 384 | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $50,000 | |
| Art Connection 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 | |
| Capital Good Fund | ||||||||
| 22 A STREET | Providence | RI | 02907 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Providence Gridiron Club | ||||||||
| 12 CHANDLER DRIVE | Coventry | RI | 02816 | NONE | PC | OPERATIONAL | $3,000 | |
| ABA Foundation | ||||||||
| 1120 CONNECTICUT AVENUE NW | Washington | DC | 20036 | NONE | SOUNK | UNRESTRICTED GIFT | $1,015 | |
| SAINT ANTHONY OUTREACH MINISTRIES | ||||||||
| 5 GIBBS STREET | NORTH PROVIDENCE | RI | 02904 | NONE | PC | OPERATIONS | $1,000 | |
| GLASTONBURY FOOD AND FUEL BANK | ||||||||
| PO BOX 6523 | GLASTONBURY | CT | 06033 | NONE | PC | OPERATIONS | $1,000 | |
| East Greenwich Interfaith Food Cupboard | ||||||||
| 99 PIERCE STREET | East Greenwich | RI | 02818 | NONE | PC | GENERAL | $1,000 | |
| THE WESTERLY LAND TRUST | ||||||||
| PO BOX 601 | WESTERLY | RI | 02891 | NONE | PC | GENERAL | $2,000 | |
| BLOCK ISLAND MEDICAL CENTER | ||||||||
| 6 PAYNE ROAD | BLOCK ISLAND | RI | 02807 | NONE | PC | OPERATIONS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $479,900 | 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 | $21,184 | 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 | $282,072 | 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 | $303,256 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $303,256 | 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 | $200,473 | EOYBookValueAmt |
| EOYFMV | $203,822 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENT | StockNm |
| EOY Book Value | $440,775 | EOYBookValueAmt |
| EOYFMV | $1,085,940 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL - PIMCO | $34 |
| MUTUAL FUND TIMING DIFFERENCE | $107 |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $1,209 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $49 | $49 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $47 | $47 | $0 |