WASHINGTON TRUST CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON TRUST CHARITABLE FOUNDATION (EIN 05-0477294)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202121339349101547
- Schema version
- 2020v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T12:00:34-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE SOUTH | AddressLine1Txt |
| City | Iselin | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | THE WASHINGTON TRUST COMPANY OF WES | PersonNm |
| Person Title | SVP/CHIEF TXOFC | PersonTitleTxt |
| Phone | 4013481234 | PhoneNum |
| Signature | 2021-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EILEEN SZENTJOBI | PreparerPersonNm |
| PTIN | P00665127 | PTIN |
| Phone | 7325165151 | PhoneNum |
| Preparation | 2021-05-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,603,475 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $28,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,951 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $486,916 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,145 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,197 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $127,811 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,096 | 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 Rev And Expnss | $50 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,588 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $235 | 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 |
| Tot Opr Expenses Rev And Expnss | $3,638 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $285 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $468,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $468,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $472,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $285 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $468,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$344,577 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,811 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $94,172 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $108,266 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $108,266 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $716,667 | CorporateStockBOYAmt |
| Corporate Stock EOY | $549,155 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,272,486 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $401,844 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $210,877 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $222,723 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,212,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $868,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,603,475 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,212,683 | CapitalStockBOYAmt |
| Capital Stock EOY | $868,298 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,212,683 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $868,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,212,683 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $868,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,212,683 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$344,577 | ExcessRevenueOverExpensesAmt |
| Other Increases | $311 | OtherIncreasesAmt |
| Subtotal | $868,417 | SubtotalAmt |
| Other Decreases | $119 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $868,298 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (144 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 35. AKAMAI TECHNOLOGIES INC | 2018-11-06 | 2020-01-07 | $3,167 | $2,430 | $737 | $737 | |
| 5. ALPHABET INC-CL A | 2014-10-23 | 2020-01-07 | $6,993 | $2,741 | $4,252 | $4,252 | |
| 3. AMAZON.COM INC | 2014-09-17 | 2020-01-07 | $5,722 | $973 | $4,749 | $4,749 | |
| 50. AMERICAN INTERNATIONAL GROUP | 2013-07-01 | 2020-01-07 | $2,552 | $2,260 | $292 | $292 | |
| 15. AMGEN INC | 2014-12-22 | 2020-01-07 | $3,573 | $2,461 | $1,112 | $1,112 | |
| 40. APPLE COMPUTER | 2011-01-03 | 2020-01-07 | $11,954 | $1,885 | $10,069 | $10,069 | |
| 150. BANK OF AMER CORP COM | 2015-07-30 | 2020-01-07 | $5,207 | $2,724 | $2,483 | $2,483 | |
| 35. BROADRIDGE FINANCIAL SOLUTIO | 2015-04-01 | 2020-01-07 | $4,365 | $1,908 | $2,457 | $2,457 | |
| 25. CERNER CORP | 2010-10-11 | 2020-01-07 | $1,827 | $537 | $1,290 | $1,290 | |
| 150. ISHARES MSCI EAFE ETF | 2012-05-23 | 2020-01-07 | $10,397 | $7,233 | $3,164 | $3,164 | |
| 75. ISHARES RUSSELL 2000 ETF | 2014-11-18 | 2020-01-07 | $12,362 | $8,736 | $3,626 | $3,626 | |
| 200. ISHARES CORE MSCI EMERGING | 2015-08-25 | 2020-01-07 | $10,728 | $7,966 | $2,762 | $2,762 | |
| 35. J P MORGAN CHASE & CO COM | 2011-12-05 | 2020-01-07 | $4,776 | $1,185 | $3,591 | $3,591 | |
| 25000. KIMBERLY-CLARK CORP 3.625% 01 AUG 2020 | 2014-06-06 | 2020-01-07 | $25,208 | $25,172 | $36 | $36 | |
| 20. LAUDER ESTEE COS INC CL A | 2013-07-01 | 2020-01-07 | $4,120 | $1,340 | $2,780 | $2,780 | |
| 25000. OCCIDENTAL PETROLEUM COR3.125%15 FEB 2022 | 2015-01-08 | 2020-01-07 | $25,363 | $25,084 | $279 | $279 | |
| 40. PAYPAL HOLDINGS INC | 2016-02-09 | 2020-01-07 | $4,389 | $1,317 | $3,072 | $3,072 | |
| 1244.813 PIMCO INCOME FUND-INS | 2019-09-25 | 2020-01-07 | $15,000 | $14,851 | $149 | $149 | |
| 50. STARBUCKS CORP COM | 2017-08-29 | 2020-01-07 | $4,374 | $2,711 | $1,663 | $1,663 | |
| 15. THERMO ELECTRON CORP | 2011-12-05 | 2020-01-07 | $4,911 | $710 | $4,201 | $4,201 | |
| 25. VISA INC-CLASS A SHARES | 2011-01-03 | 2020-01-07 | $4,724 | $441 | $4,283 | $4,283 | |
| 535.869 VIRTUS VNTBL EM MKTS OPP-I | 2012-01-04 | 2020-01-07 | $6,227 | $4,716 | $1,511 | $1,511 | |
| 25. WATSCO INC | 2012-12-03 | 2020-01-07 | $4,410 | $1,789 | $2,621 | $2,621 | |
| 40. APTIV PLC | 2014-08-25 | 2020-01-07 | $3,652 | $2,367 | $1,285 | $1,285 | |
| 1. AMAZON.COM INC | 2014-09-17 | 2020-02-18 | $2,154 | $324 | $1,830 | $1,830 | |
| 5. APPLE COMPUTER | 2011-01-03 | 2020-02-18 | $1,589 | $236 | $1,353 | $1,353 | |
| 5. THERMO ELECTRON CORP | 2011-12-05 | 2020-02-18 | $1,681 | $237 | $1,444 | $1,444 | |
| 220. VIRTUS VNTBL EM MKTS OPP-I | 2012-01-04 | 2020-02-18 | $2,521 | $1,936 | $585 | $585 | |
| 10. APPLE COMPUTER | 2011-01-03 | 2020-02-19 | $3,238 | $471 | $2,767 | $2,767 | |
| 15. J P MORGAN CHASE & CO COM | 2011-12-05 | 2020-02-19 | $2,071 | $508 | $1,563 | $1,563 | |
| 5. LAUDER ESTEE COS INC CL A | 2013-07-01 | 2020-02-19 | $1,054 | $335 | $719 | $719 | |
| 5. NVIDIA CORP | 2018-11-06 | 2020-02-19 | $1,561 | $1,064 | $497 | $497 | |
| 5. THERMO ELECTRON CORP | 2011-12-05 | 2020-02-19 | $1,693 | $237 | $1,456 | $1,456 | |
| 10. VISA INC-CLASS A SHARES | 2011-01-03 | 2020-02-19 | $2,139 | $177 | $1,962 | $1,962 | |
| 300. AMERICAN INTERNATIONAL GROUP | 2013-07-01 | 2020-03-18 | $5,450 | $13,561 | -$8,111 | -$8,111 | |
| 95. BOEING CO | 2020-03-18 | $9,417 | $12,195 | -$2,778 | -$2,778 | ||
| 350. EXXON MOBIL CORP COM | 2020-03-18 | $11,567 | $16,753 | -$5,186 | -$5,186 | ||
| 100. CHEVRONTEXACO CORP COM | 2016-12-13 | 2020-03-20 | $5,941 | $11,749 | -$5,808 | -$5,808 | |
| 275. DISCOVER FINANCIAL SERVICES | 2015-05-29 | 2020-03-20 | $7,788 | $16,081 | -$8,293 | -$8,293 | |
| 5. ALIBABA GROUP HOLDING-SP ADR | 2015-04-13 | 2020-06-15 | $1,083 | $423 | $660 | $660 | |
| 2. ALPHABET INC-CL A | 2014-10-23 | 2020-06-15 | $2,820 | $1,096 | $1,724 | $1,724 | |
| 2. AMAZON.COM INC | 2014-09-17 | 2020-06-15 | $5,075 | $649 | $4,426 | $4,426 | |
| 5. APPLE COMPUTER | 2011-01-03 | 2020-06-15 | $1,699 | $236 | $1,463 | $1,463 | |
| 15. BROADRIDGE FINANCIAL SOLUTIO | 2015-04-01 | 2020-06-15 | $1,807 | $818 | $989 | $989 | |
| 5. FACEBOOK INC-CLASS A | 2014-10-23 | 2020-06-15 | $1,146 | $397 | $749 | $749 | |
| 5. IQVIA HOLDINGS INC | 2017-08-10 | 2020-06-15 | $690 | $443 | $247 | $247 | |
| 5. ISHARES RUSSELL 2000 ETF | 2014-11-18 | 2020-06-15 | $695 | $582 | $113 | $113 | |
| 15. LAUDER ESTEE COS INC CL A | 2013-07-01 | 2020-06-15 | $2,830 | $1,005 | $1,825 | $1,825 | |
| 10. PAYPAL HOLDINGS INC | 2016-02-09 | 2020-06-15 | $1,551 | $329 | $1,222 | $1,222 | |
| 10. STARBUCKS CORP COM | 2017-08-29 | 2020-06-15 | $763 | $542 | $221 | $221 | |
| 5. THERMO ELECTRON CORP | 2011-12-05 | 2020-06-15 | $1,697 | $237 | $1,460 | $1,460 | |
| 5. VISA INC-CLASS A SHARES | 2011-01-03 | 2020-06-15 | $950 | $88 | $862 | $862 | |
| 1508.624 VIRTUS VNTBL EM MKTS OPP-I | 2012-01-04 | 2020-06-15 | $15,282 | $13,276 | $2,006 | $2,006 | |
| 10. WATSCO INC | 2012-12-03 | 2020-06-15 | $1,756 | $716 | $1,040 | $1,040 | |
| 25000. VERIZON COMMUNICATIONS 4.6% 01/04/2021 | 2011-03-24 | 2020-06-29 | $25,786 | $25,000 | $786 | $786 | |
| 25000. WELLS FARGO BANK NA 2% 29 SEP 2028 | 2016-09-27 | 2020-06-29 | $25,000 | $24,913 | $87 | $87 | |
| 25000. BUCKEYE UH 09 JUN 2010 5.125% 01 JUL | 2012-08-09 | 2020-07-01 | $25,000 | $25,000 | |||
| 2. AMAZON.COM INC | 2014-09-17 | 2020-08-27 | $6,844 | $649 | $6,195 | $6,195 | |
| 15. APPLE COMPUTER | 2011-01-03 | 2020-08-27 | $7,545 | $707 | $6,838 | $6,838 | |
| 10. BROADRIDGE FINANCIAL SOLUTIO | 2015-04-01 | 2020-08-27 | $1,392 | $545 | $847 | $847 | |
| 5. FACEBOOK INC-CLASS A | 2014-10-23 | 2020-08-27 | $1,478 | $397 | $1,081 | $1,081 | |
| 25. ISHARES MSCI EAFE ETF | 2012-05-23 | 2020-08-27 | $1,629 | $1,206 | $423 | $423 | |
| 70. ISHARES RUSSELL 2000 ETF | 2014-11-18 | 2020-08-27 | $10,942 | $8,153 | $2,789 | $2,789 | |
| 100. ISHARES CORE MSCI EMERGING | 2015-08-25 | 2020-08-27 | $5,384 | $3,983 | $1,401 | $1,401 | |
| 10. LAUDER ESTEE COS INC CL A | 2013-07-01 | 2020-08-27 | $2,169 | $670 | $1,499 | $1,499 | |
| 25. PAYPAL HOLDINGS INC | 2016-02-09 | 2020-08-27 | $5,125 | $823 | $4,302 | $4,302 | |
| 5. THERMO ELECTRON CORP | 2011-12-05 | 2020-08-27 | $2,107 | $237 | $1,870 | $1,870 | |
| 10. VISA INC-CLASS A SHARES | 2011-01-03 | 2020-08-27 | $2,112 | $177 | $1,935 | $1,935 | |
| 15. WATSCO INC | 2012-12-03 | 2020-08-27 | $3,675 | $1,073 | $2,602 | $2,602 | |
| 25000. AMERICAN EXPR CENTURION 2.35% 07 OCT 2020 | 2015-09-30 | 2020-10-07 | $25,000 | $25,000 | |||
| 25000. JPMORGAN CHASE & CO 4.25% 15 OCT 2020 | 2013-01-09 | 2020-10-15 | $25,000 | $25,000 | |||
| 25000. DAYTON LIBR 03 APR 2013 2.15% 01 DEC 2020 | 2013-04-02 | 2020-12-01 | $25,000 | $25,000 | |||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P | |||||
| CAPITAL GAIN DIVIDENDS | $19 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,145 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,749 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,749 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,292 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,292 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $543 | OverpaymentAmt |
| Applied To ES Tax | $543 | 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 | $1,420,906 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,497,133 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,497,133 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,474,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,734 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,734 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,749 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,749 | TotalTaxAmt |
| Distributable Before Adj | $71,985 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,985 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,985 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $468,800 | 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 | $468,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $468,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,985 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $226,785 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $305,076 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $420,134 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $304,009 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $403,264 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,659,268 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $468,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,985 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $396,815 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,056,083 | 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 | $226,785 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,829,298 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $305,076 | ExcessFromYear4Amt |
| Excess From Year3 | $420,134 | ExcessFromYear3Amt |
| Excess From Year2 | $304,009 | ExcessFromYear2Amt |
| Excess From Year1 | $403,264 | ExcessFromYear1Amt |
| Excess From Current Year | $396,815 | 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 (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Needham Community Council Inc | ||||||||
| 570 HILLSIDE AVENUE | Needham | MA | 02494 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| 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 | |
| LAWYERS FOR CIVIL RIGHTS | ||||||||
| 61 BATTERYMARCH STREET | BOSTON | MA | 02110 | NONE | PC | GENERAL | $10,750 | |
| 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 | PUBLIC CHARITY | OPERATIONAL PURPOSES | $10,000 | |
| 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 | $7,500 | |
| Providence Public Library | ||||||||
| ATTN ERICA BUSILLO ADAMS | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $5,000 | |
| Ocean Community YMCA | ||||||||
| ATTN MAUREEN FITZGERALD CEO | Westerly | RI | 02891 | NONE | PC | REACH OUT TO YOUTH CAMPAIGN | $93,000 | |
| Meeting Street | ||||||||
| 1000 EDDY STREET | Providence | RI | 02905 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| 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 | ||||||||
| 50 VALLEY STREET | Providence | RI | 02909 | NONE | PC | OPERATIONS | $86,000 | |
| 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 | |
| ARTHUR TRUDEAU MEMORIAL CENTER | ||||||||
| 3445 POST ROAD | WARWICK | RI | 02886 | NONE | PC | OPERATIONS | $1,000 | |
| Westbay Community Action Inc | ||||||||
| 205 BUTTONWOODS AVENUE | Warwick | RI | 02886 | NONE | PC | OPERATIONAL | $1,000 | |
| TOMAQUAG INDIAN MEMORIAL MUSEUM | ||||||||
| 390 A SUMMIT ROAD | EXETER | RI | 02822 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Jonnycake Center of Peace Dale | ||||||||
| 1231 KINGSTOWN ROAD | Peace Dale | RI | 02883 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $3,000 | |
| Wood River Health Services | ||||||||
| 823 MAIN STREET | Hope Valley | RI | 028321920 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Day One | ||||||||
| 100 MEDWAY STREET | Providence | RI | 02906 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Institute for Labor Studies & Research | ||||||||
| 99 BALD HILL ROAD | Cranston | RI | 02920 | NONE | PC | OPERATIONAL | $1,000 | (RIILSR) |
| Rhode Island Community Food Bank | ||||||||
| 200 NIANTIC AVENUE | Providence | RI | 02907 | NONE | PC | OPERATIONS | $10,000 | Association |
| McAuley Ministries | ||||||||
| 622 ELMWOOD AVENUE | Providence | RI | 029073352 | NONE | PC | OPERATIONAL SERVICES | $3,000 | |
| Urban Collaborative Accelerated Program | ||||||||
| 75 CARPENTER STREET | Providence | RI | 029033004 | NONE | PC | OPERATIONAL SERVICES | $5,000 | |
| Good Neighbors Inc | ||||||||
| 55 TURNER AVENUE | East Providence | RI | 02915 | NONE | PC | OPERATIONS | $500 | |
| North Kingstown Food Pantry | ||||||||
| 445 SCHOOL ST | North Kingsown | RI | 02852 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Saint Elizabeth Community | ||||||||
| 1 ST ELIZABETH WAY | East Greenwich | RI | 02818 | NONE | PC | OPERATIONS | $5,000 | |
| SMITH HILL COMMUNITY DEVELOPMENT CORPO | ||||||||
| 400 SMITH STREET | PROVIDENCE | RI | 02908 | NONE | PC | GENERAL | $1,000 | |
| Westerly Armory Restoration Inc | ||||||||
| PO BOX 614 | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $2,000 | |
| OCEAN COMMUNITY CHAMBER FOUNDATION | ||||||||
| ONE CHAMBER WAY | WESTERLY | RI | 02891 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| 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 | $5,000 | |
| Community 2000 Education Foundation | ||||||||
| PO BOX 1161 | Charlestown | RI | 02813 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Babcock Smith House Museum | ||||||||
| 124 GRANITE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL PURPOSES | $1,000 | |
| University of Rhode Island Scholarship | ||||||||
| 79 UPPER COLLEGE ROAD | Kinston | RI | 02881 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| 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 | |
| American Cancer Society | ||||||||
| PO BOX 22478 | Oklahoma City | OK | 73123 | NONE | PC | GENERAL | $1,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 28 LIBERTY STREET | NEW YORK | NY | 10005 | NONE | PC | OPERATIONS | $7,500 | |
| NETWORK FOR TEACHING | ||||||||
| 120 WALL ST 18TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | OPERATIONAL | $14,000 | ENTREPRENEURSHIP |
| 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 | |
| RHODE ISLAND ACADEMIC DECATHALON | ||||||||
| 1944 WARWICK AVENUE | WARWICK | RI | 02889 | NONE | PC | OPERATIONS | $1,000 | |
| Hasbro Children's Hospital | ||||||||
| 593 EDDY ST | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $10,000 | |
| West Broadway Neighborhood Assoc | ||||||||
| 1560 WESTMINSTER STREET | Providence | RI | 02909 | NONE | PC | OPERATIONAL SERVICES | $500 | |
| Rhode Island Foundation | ||||||||
| ONE UNION STATION | Providence | RI | 02903 | NONE | PC | CIVIC LEADERSHIP FUND | $2,500 | |
| Providence Intown Churches Assocation | ||||||||
| 15 HAYES STREET | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $1,000 | (PICA) |
| RONALD MCDONALD HOUSE CHARITIES OF NEW | ||||||||
| 45 GAY STREET | PROVIDENCE | RI | 02905 | NONE | PC | GENERAL | $1,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| 154 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | PC | GENERAL | $1,000 | |
| Bread of Life Food Pantry | ||||||||
| 100 NEWMAN AVENUE | Rumford | RI | 02916 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,000 | |
| Westerly Area Rest Meals | ||||||||
| 56 SPRUCE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL SERVICES | $3,000 | |
| COVENTRY COMMUNITY FOODBANK | ||||||||
| 50 WOOD STREET | Coventry | RI | 028165825 | NONE | PC | OPERATIONAL | $1,000 | |
| Helping Hands Of Block Island Inc | ||||||||
| PO BOX 165 | Block Island | RI | 02807 | NONE | PC | OPERATIONAL | $1,000 | |
| WESTERLY REVOLVING FUND | ||||||||
| 43 BROAD STREET | WESTERLY | RI | 02891 | NONE | PC | GENERAL | $2,000 | |
| OCEAN COMMUNITY UNITED THEATRE INC | ||||||||
| 46 GRANITE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $50,000 | |
| Art Connection Rhode Island | ||||||||
| 36 PARK PLACE NO 2 | Pawtucket | RI | 02860 | NONE | PC | GENERAL | $500 | |
| Blackstone Valley Community Health Care | ||||||||
| 39 EAST AVENUE | Pawtucket | RI | 02860 | NONE | PC | GENERAL | $10,000 | |
| READ TO SUCCEED | ||||||||
| 6 WATER VALLEY ROAD | Hope | RI | 02831 | NONE | PC | OPERATIONAL | $500 | |
| Rhode Island for Community & Justice | ||||||||
| 80 WASHINGTON STREET OFFICE 450 | Providence | RI | 02903 | NONE | PC | OPERATIONAL SERVICES | $1,500 | |
| Capital Good Fund | ||||||||
| 22 A STREET | Providence | RI | 02907 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Providence Gridiron Club | ||||||||
| 23 BROAD STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $3,000 | |
| SOUTH KINGSTOWN WELLNESS | ||||||||
| 215 COLUMBIA STREET | WAKEFIELD | RI | 02879 | NONE | PC | GENERAL | $5,000 | |
| 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 | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| East Greenwich Interfaith Food Cupboard | ||||||||
| 99 PIERCE STREET | East Greenwich | RI | 02818 | NONE | PC | GENERAL | $1,000 | |
| RI HISTORICAL SOCIETY MUSEUM OF WORK | ||||||||
| 42 SOUTH MAIN STREET | WOONSOCKET | RI | 02895 | NONE | PC | GENERAL | $1,000 | |
| EASTERSEALS RHODE ISLAND | ||||||||
| 150 MAIN STREET | PAWTUCKET | RI | 02860 | NONE | PC | GENERAL | $500 | |
| NONVIOLENCE INSTITUTE | ||||||||
| 265 OXFORD STREET | PROVIDENCE | RI | 02905 | NONE | PC | GENERAL | $10,000 | |
| ONE NEIGHBORHOOD BUILDERS | ||||||||
| 66 CHAFFEE ST | PROVIDENCE | RI | 02909 | NONE | PC | OPERATIONAL | $7,500 | |
| RI FOOTBALL FOUNDATION AND COLLEGE HAL | ||||||||
| 28 CEDAR RIDGE LANE | WEST GREENWICH | RI | 02817 | NONE | PC | GENERAL | $1,000 | |
| THE WESTERLY LAND TRUST | ||||||||
| 122 GRANITE STREET | WESTERLY | RI | 02891 | NONE | PC | GENERAL | $5,000 | |
| WESTERLY RI TROOPS BS INC | ||||||||
| PO BOX 77 | WESTERLY | RI | 02891 | NONE | PC | GENERAL | $500 | |
| YMCA OF GREATER PROVIDENCE | ||||||||
| 438 HOPE STREET | PROVIDENCE | RI | 02906 | NONE | PC | OPERATIONS | $2,500 | |
| THE STEEL YARD | ||||||||
| 27 SIMS AVENUE | PROVIDENCE | RI | 02909 | NONE | PC | GENERAL | $2,500 | |
| CHRIST CHURCH | ||||||||
| 7 ELM STREET | WESTERLY | RI | 02891 | NONE | PC | GENERAL | $5,000 | |
| 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 | $468,750 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,469 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,145 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,197 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $127,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,811 | 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 (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25,000 PAR AMERICAN EXPRESS CE | ||
| 25,000 PAR BUCKEYE AZ UN HS DI | ||
| 25,000 PAR CIT BANK SALT LAKE | $25,000 | $27,806 |
| 25,000 PAR CIT BANK SALT LAKE | $25,000 | $27,929 |
| 25,000 PAR DAYTON OH METRO LIB | ||
| 25,000 PAR JP MORGAN CHASE & C | ||
| 25,000 PAR KIMBERLY CLARK CORP | ||
| 25,000 PAR NEW YORK CITY TRANS | $24,894 | $27,113 |
| 25,000 PAR NEW YORK ST URBAN D | $24,884 | $26,329 |
| 25,000 PAR OCCIDENTAL PETE COR | ||
| 25,000 PAR SAN JOSE CA SCH DIS | $26,028 | $27,122 |
| 25,000 PAR VERIZON COMMUNICATI | ||
| 25,000 PAR WELLS FARGO BK NA S | ||
| 25000 WELLS FARGO BANK NA 3.2% | $24,963 | $25,781 |
| 4187 PAR PIMCO INCOME FUND | $35,108 | $35,637 |
| FEDERAL FARM CREDIT BANKS FUND | $25,000 | $25,006 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 175 SHS ALIBABA GROUP HLDG LTD | $10,150 | $27,928 |
| 35 SHS ALPHABET INC CL A | $12,455 | $40,311 |
| 35 SHS AMAZON.COM INC | $4,864 | $48,854 |
| 425 SHS AMERICAN INTL GROUP IN | ||
| 75 SHS AMERICAN TOWER CORP REI | $8,321 | $16,835 |
| 115 SHS AMGEN INC | $16,302 | $22,992 |
| 310 SHS APPLE INC | $7,070 | $79,614 |
| 1,500 SHS BANK OF AMERICA CORP | $17,984 | $30,310 |
| 90 SHS BECTON DICKINSON & CO | $16,308 | $22,520 |
| 35 SHS BLACKROCK INC | $13,960 | $25,254 |
| 120 SHS BOEING CO | ||
| 300 SHS BROADRIDGE FINL SOLUTI | $12,267 | $34,470 |
| 250 SHS CVS HEALTH CORP | $10,324 | $15,368 |
| 500 SHS CERNER CORP | $11,936 | $31,392 |
| 100 SHS CHEVRON CORP | ||
| 400 SHS CISCO SYS INC | $12,448 | $17,900 |
| 440 SHS COMCAST CORP CL A | $12,276 | $23,056 |
| 150 SHS WALT DISNEY CO | $15,772 | $27,177 |
| 275 SHS DISCOVER FINL SVCS | ||
| 350 SHS EXXON MOBIL CORP | ||
| 185 SHS FACEBOOK INC CL A | $8,839 | $31,413 |
| 150 SHS IQVIA HLDGS INC COM | $12,833 | $25,980 |
| 1,750 SHS ISHARES TR MSCI EAFE | $44,455 | $60,192 |
| 1,200 SHS ISHARES TR RUSSELL 2 | $55,861 | $98,030 |
| 1,450 SHS ISHARES CORE MSCI EM | $35,847 | $55,836 |
| 600 SHS JP MORGAN CHASE & CO | $10,214 | $38,121 |
| 55 SHS JOHNSON & JOHNSON | $7,788 | $8,656 |
| 290 SHS LAUDER ESTEE COS INC | $10,051 | $39,929 |
| 50 SHS LOCKHEED MARTIN CORP | $12,265 | $17,749 |
| 100 SHS MICROSOFT CORP | $7,916 | $22,242 |
| 65 SHS NEXTERA ENERGY INC | $8,343 | $20,059 |
| 575 SHS PAYPAL HLDGS INC | $8,230 | $58,550 |
| 380 SHS STARBUCKS CORP | $15,721 | $31,024 |
| 300 SHS THERMO FISHER SCIENTIF | $5,385 | $53,565 |
| 50 SHS UNIVERSAL DISPLAY | $6,410 | $11,490 |
| 250 SHS VERIZON COMMUNICATIONS | $13,107 | $14,688 |
| 525 SHS VISA INC CL A | $3,532 | $43,746 |
| 5,045.655 SHS VIRTUS EMERGING | ||
| 235 SHS WATSCO INC | $10,734 | $33,983 |
| 140 SHS ZIMMER BIOMET HOLDINGS | $14,712 | $17,720 |
| 300 SHS APTIV PLC | $13,904 | $30,618 |
| 20 SHS EQUINIX INC | $7,531 | $14,284 |
| 175 SHS MONDELEZ INTL INC | $7,579 | $10,232 |
| AKAMAI TECHNOLOGIES INC | $6,912 | $10,499 |
| NVIDIA CORP | $8,666 | $23,499 |
| TRUIST FINANCIAL CORP | $12,465 | $11,983 |
| WALMART INC | $11,183 | $14,415 |
| 200 SHS ADOBE INC | $6,235 | $10,002 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME POSTED FOLLOWING YEAR | Desc |
| Amt | $119 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME POSTED PREVIOUS YEAR | $308 |
| ROUNDING | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & ACCOUNTING FEES (ALLOC | CategoryTxt |
| Amt | $50 | Amt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,061 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,292 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $170 | $170 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $65 | $65 | $0 |