THOMAS A RODGERS JR FAMILY FOUNDATION: Form 990PF, tax year 2020
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- Organization
- THOMAS A RODGERS JR FAMILY FOUNDATION (EIN 04-3442439)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349103212
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:46:54-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050479760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDSAGER BARTLETT & PIERONI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1275 WAMPANOAG TRAIL | AddressLine1Txt |
| City | EAST PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02915 | 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 | 043442439 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS A RODGERS JR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 4012729100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159 | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH MCNEILL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | MCNEILL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER BARTLETT CPA CFP | PreparerPersonNm |
| PTIN | P00189632 | PTIN |
| Phone | 4012729100 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $31,826,436 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $589,709 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $589,709 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,542 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,678,687 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,542 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,560 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,126 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $682,811 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $679,377 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $167,608 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $167,608 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,535 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,535 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,388 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,357 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,031 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $259,531 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $224,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,489,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,489,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,748,631 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $224,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,524,131 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,065,820 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $454,877 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,861,585 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,122,681 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,122,681 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $457,715 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $433,261 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $452,905 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $18,789,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,354,345 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,660,236 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,573,650 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,608,795 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,874,268 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,626,556 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,529,063 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,716,344 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,309,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,048,147 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,826,436 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $52,709 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $16,399 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $52,709 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,399 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $28,256,715 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,031,748 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,256,715 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,031,748 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,309,424 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,048,147 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,256,715 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,065,820 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,061 | OtherIncreasesAmt |
| Subtotal | $27,197,956 | SubtotalAmt |
| Other Decreases | $166,208 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,031,748 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY 015722 (PUBLICLY TRADED SEC.) | P | $101,219 | $101,232 | -$13 | -$13 |
| MORGAN STANLEY 012031 (PUBLICLY TRADED SEC.) | P | $131,063 | $170,008 | -$38,945 | -$38,945 |
| MORGAN STANLEY 012031 (PUBLICLY TRADED SEC.) | P | $281,555 | $325,190 | -$43,635 | -$43,635 |
| MORGAN STANLEY 012419 (PUBLICLY TRADED SEC.) | P | $39,951 | $40,414 | -$463 | -$463 |
| MORGAN STANLEY 012419 (PUBLICLY TRADED SEC.) | P | $631,516 | $593,819 | $37,697 | $37,697 |
| MORGAN STANLEY 012424 (PUBLICLY TRADED SEC.) | P | $139,571 | $135,266 | $4,305 | $4,305 |
| MORGAN STANLEY 012424 (PUBLICLY TRADED SEC.) | P | $281,520 | $274,669 | $6,851 | $6,851 |
| OPPENHEIMER A390012928 (PUBLICLY TRADED SEC.) | P | $437,476 | $426,641 | $10,835 | $10,835 |
| OPPENHEIMER A390012928 (PUBLICLY TRADED SEC.) | P | $1,368,375 | $1,172,964 | $195,411 | $195,411 |
| GOLDMAN SACHS 759777 (PUBLICLY TRADED SEC.) | P | $221,676 | $179,096 | $42,580 | $42,580 |
| GOLDMAN SACHS 759777 (PUBLICLY TRADED SEC.) | P | $137,873 | $145,406 | -$7,533 | -$7,533 |
| GOLDMAN SACHS 793552 (PUBLICLY TRADED SEC.) | P | $10,463 | $11,701 | -$1,238 | -$1,238 |
| GOLDMAN SACHS 793552 (PUBLICLY TRADED SEC.) | P | $6,289 | $6,265 | $24 | $24 |
| GOLDMAN SACHS 759744 (PUBLICLY TRADED SEC.) | P | $246,168 | $221,002 | $25,166 | $25,166 |
| GOLDMAN SACHS 759744 (PUBLICLY TRADED SEC.) | P | $18,626 | $15,984 | $2,642 | $2,642 |
| GOLDMAN SACHS 759736 (PUBLICLY TRADED SEC.) | P | $181,601 | $179,184 | $2,417 | $2,417 |
| GOLDMAN SACHS 759736 (PUBLICLY TRADED SEC.) | P | $610,962 | $598,205 | $12,757 | $12,757 |
| GOLDMAN SACHS 759728 (PUBLICLY TRADED SEC.) | P | $17,159 | $16,984 | $175 | $175 |
| GOLDMAN SACHS 759728 (PUBLICLY TRADED SEC.) | P | $62,093 | $66,116 | -$4,023 | -$4,023 |
| GOLDMAN SACHS 759769 (PUBLICLY TRADED SEC.) | P | $27,367 | $27,602 | -$235 | -$235 |
| GOLDMAN SACHS 759769 (PUBLICLY TRADED SEC.) | P | $22,633 | $21,529 | $1,104 | $1,104 |
| GOLDMAN SACHS 788057 (PUBLICLY TRADED SEC.) | P | $7,103 | $7,452 | -$349 | -$349 |
| GOLDMAN SACHS 788057 (PUBLICLY TRADED SEC.) | P | $38,102 | $34,217 | $3,885 | $3,885 |
| GOLDMAN SACHS 759751 (PUBLICLY TRADED SEC.) | P | $9,561 | $12,684 | -$3,123 | -$3,123 |
| GOLDMAN SACHS 759751 (PUBLICLY TRADED SEC.) | P | $42,617 | $52,508 | -$9,891 | -$9,891 |
| SEAPORT SECURITIES SK2000119 (PUBLICLY TRADED SEC.) | P | $579,413 | $722,651 | -$143,238 | -$143,238 |
| RIVERVIEW STATEGIC OPPORTUNITY FUND III LP ONSHORE | P | $29,271 | $29,271 | ||
| OAK STREET REAL ESTATE CAPITAL FUND IV LP | P | $792 | $792 | ||
| FUNDAMENTAL PARTNERS III LP | P | -$8,095 | -$8,095 | ||
| DISPOSITION OF BRIDGE MULTIFAMILY COMMERCIAL | P | $18,631 | $18,631 | ||
| SALIENT MLP TOTAL RETURN FUND LP | P | -$84,955 | -$84,955 | ||
| CAPITAL GAINS DIVIDENDS | P | $26,735 | $26,735 | $26,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,542 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,323 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,323 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,323 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,189 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,189 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,866 | OverpaymentAmt |
| Applied To ES Tax | $22,866 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS A RODGERS JR FAMILY FDN | IndividualWithBooksNm |
| Phone | 4012729100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159 | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARAH MCNEILL | ||||||||
| PO BOX 159 | NEWPORT | RI | 02840 | PRES/DIR/SEC | 5.00 | $0 | $0 | $0 |
| THOMAS A RODGERS IV | ||||||||
| PO BOX 159 | NEWPORT | RI | 02840 | DIR/TREAS. | 5.00 | $0 | $0 | $0 |
| ROBERT F STOICO | ||||||||
| PO BOX 159 | NEWPORT | RI | 02840 | DIR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET 22ND FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $70,376 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,946,938 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,204,182 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,151,120 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,151,120 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $437,267 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,713,853 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,435,693 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,435,693 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,323 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,323 | TotalTaxAmt |
| Distributable Before Adj | $1,429,370 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,429,370 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,429,370 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,524,131 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,524,131 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,524,131 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,429,370 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,430,186 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,524,131 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,430,186 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,945 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,335,425 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT APPLICATIONS TO FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159 | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4012729100 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST STATING THE NATURE OF ORGANIZATION AND INTENDED USE OF FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BISHOP CONNOLLY HIGH SCHOOL | |||||
| 373 ELSBREE ST | FALL RIVER | MA | 02720 | TUITION ASSISTANCE | $30,000 |
| BOY CLUBS & GIRLS CLUBS OF NEWPORT COUNTY INC | |||||
| 1 YORK STREET | NEWPORT | RI | 02840 | GENERAL & UNRESTRICTED | $35,000 |
| BRISTOL COMMUNITY COLLEGE FOUNDATION INC | |||||
| 777 ELSEBREE ST NO D-118 | FALL RIVER | MA | 02720 | SCHOLARSHIP FUND | $50,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||
| 57 EXECUTIVE PARK S STE 380 | ATLANTA | GA | 30329 | GENERAL & UNRESTRICTED | $10,000 |
| EASTER SEALS INC | |||||
| 213 ROBINSON ST | WAKEFIELD | RI | 02879 | EARLY INTERVENTION PROGRAM | $15,000 |
| FALL RIVER YMCA | |||||
| 199 NORTH MAIN STREET | FALL RIVER | MA | 02720 | EDUCATIONAL ACHIEVMENT CENTER | $10,000 |
| FAMILY SERVICE ASSOCIATION OF GREATER FALL RIVER INC | |||||
| 151 ROCK ST | FALL RIVER | MA | 02720 | KIDS ACADEMY SUPPLIES | $40,000 |
| HOPE FUNDS FOR CANCER RESEARCH | |||||
| 174 BELLEVUE AVE STE 208 | NEWPORT | RI | 02840 | PROGRAMMING | $55,000 |
| INTERNATIONAL TENNIS HALL OF FAME INCORPORATED | |||||
| 194 BELLEVUE AVE | NEWPORT | RI | 02840 | TEAM FAME EDUCATIONAL PROGRAM | $10,000 |
| JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS | |||||
| 128 UNION ST STE 304 | NEW BEDFORD | MA | 02740 | SCHOLARSHIPS | $15,000 |
| LITTLE FLOWER HOME INC | |||||
| 304 HOOPER ST | TIVERTON | RI | 02878 | SUPPLIES, FOOD & HOME REPAIR FOR HOMELESS PREGNANT WOMEN | $8,000 |
| MY BROTHER'S KEEPER | |||||
| PO BOX 70273 | NORTH DARTMOUTH | MA | 072470273 | GENERAL SUPPORT | $25,000 |
| NATIVITY PREPARATORY SCHOOL NEW BEDFORD INC | |||||
| 66 SPRING STREET | NEW BEDFORD | MA | 02740 | CAPITAL CAMPAIGN; EMERGENCY FUND | $140,000 |
| NEW BEDFORD WOMENS CENTER INC | |||||
| 405 COUNTY ST | NEW BEDFORD | MA | 02740 | GENERAL & UNRESTRICTED | $20,000 |
| NEWPORT HOSPITAL FOUNDATION INC | |||||
| 11 FRIENDSHIP ST | NEWPORT | RI | 02840 | EMERGENCY ROOM CAPITAL CAMPAIGN | $50,000 |
| ORDER OF ST BENEDICT IN PORTSMOUTH RI - PORTSMOUTH ABBEY SCHOOL | |||||
| 285 CORYS LANE | PORTSMOUTH | RI | 02871 | SCIENCE BUILDING CAPITAL PROJECT | $50,000 |
| OUR SISTERS SCHOOL INC | |||||
| 145 BROWNELL AVE | NEW BEDFORD | MA | 02740 | SCHOLARSHIP FUND | $30,000 |
| POLICE ATHLETIC LEAGUE OF FALL RIVER INC | |||||
| 31 FRANKLIN ST | FALL RIVER | MA | 02720 | GENERAL & UNRESTRICTED | $5,000 |
| RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION | |||||
| 200 NIANTIC AVE | PROVIDENCE | RI | 02907 | FOOD SHORTAGE PROGRAM | $20,000 |
| SAINT PHILOMENA SCHOOL INC | |||||
| 324 CORYS LANE | PORTSMOUTH | RI | 02871 | SCHOLARSHIP FUND, TUITION ASSISTANCE & CAPITAL IMPROVEMENTS | $50,000 |
| SALVE REGINA UNIVERSITY | |||||
| 100 OCHRE POINT AVE | NEWPORT | RI | 02840 | O'HARE COMMITMENT FUND; GENERAL SUPPORT | $250,000 |
| SAN MIGUEL EDUCATION CENTER | |||||
| 525 BRANCH AVE | PROVIDENCE | RI | 02904 | SCHOLARSHIP FUND | $30,000 |
| SEAMENS CHURCH INSTITUTE OF NEWPORT RI | |||||
| 18 MARKET SQ | NEWPORT | RI | 02840 | GENERAL & UNRESTRICTED | $10,000 |
| STAR KIDS SCHOLARSHIP PROGRAM | |||||
| PO BOX 6214 | MIDDLETOWN | RI | 02842 | SCHOLARSHIPS | $20,000 |
| TASHIRAT FOUNDATION | |||||
| 14525 SW MILLIKEN WAY 26465 | BEAVERTON | OR | 97005 | TEACHERS SALARIES FUND | $25,000 |
| THOMAS CHEW MEMORIAL BOYS & GIRLS CLUB FALL RIVER | |||||
| 803 BEDFORD ST | FALL RIVER | MA | 02720 | SUPPORT FOR RODGERS TEEN CENTER | $50,000 |
| UNITED WAY OF GREATER FALL RIVER INC | |||||
| 30 BEDFORD ST | FALL RIVER | MA | 02720 | GENERAL & UNRESTRICTED | $100,000 |
| VETERANS TRANSITION HOUSE | |||||
| 344 COUNTY STREET | NEW BEDFORD | MA | 02740 | GENERAL SUPPORT | $25,000 |
| VISITING NURSE SERVICES OF NEWPORT AND BRISTOL COUNTIES | |||||
| 114 E MAIN RD | PORTSMOUTH | RI | 02871 | GENERAL & UNRESTRICTED | $15,000 |
| YEAR UP INC | |||||
| 40 FOUNTAIN STREET | PROVIDENCE | RI | 02903 | YEAR UP PROVIDENCE TUITION ASSISTANCE | $35,000 |
| YOUTH OPPORTUNITIES UNLIMITED INC | |||||
| 224 BROCK AVE | NEW BEDFORD | MA | 02744 | AFTER SCHOOL PROGRAM | $11,100 |
| AQUIDNECK LAND TRUST | |||||
| 790 AQUIDNECK AVE | MIDDLETOWN | RI | 02842 | GLEN FARM CONSERVATION | $20,000 |
| BOYS & GIRLS CLUB METRO SOUTH | |||||
| 19 COURT ST 2ND FL | TAUTON | MA | 02780 | CAPITAL IMPROVEMENTS | $40,000 |
| CATHOLIC CHARITIES SOUTH | |||||
| 275 WEST BROADWAY | BOSTON | MA | 02127 | GENERAL SUPPORT | $20,000 |
| FACE SCHOLARSHIPS | |||||
| 450 HIGHLAND AVE | FALL RIVER | MA | 02722 | SCHOLARSHIP FUND | $50,000 |
| FALL RIBER DEACONESS HOME | |||||
| PO BOX 2118 | FALL RIVER | MA | 02722 | TECHNOLOGICAL IMPROVEMENTS | $20,000 |
| GIFTS TO GIVE | |||||
| 1 TITLEIST DR | ACUSHNET | MA | 02743 | GENERAL SUPPORT | $50,000 |
| GOOD NEIGHBORS | |||||
| 55 TURNER AVE | RIVERSIDE | RI | 02915 | GENERAL SUPPORT; FOOD PANTRY | $20,000 |
| NORMAN BIRD SANCTUARY | |||||
| 583 THIRD BEACH | MIDDLETOWN | RI | 02842 | GENERAL SUPPORT; SUMMER CAMP FUND | $3,000 |
| ST VINCENTS | |||||
| 2425 HIGHLAND AVE | FALL RIVER | MA | 02720 | CAPITAL IMPROVEMENT | $17,000 |
| YMCA GREATER NEW BEDFORD | |||||
| 128 UNION ST SUITE 304 | NEW BEDFORD | MA | 02740 | EMERGENCY CHILD CARE FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,489,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $589,709 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,434 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,126 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,542 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,434 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $679,377 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $682,811 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ABP | CategoryTxt |
| Amt | $24,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,608,795 | EOYBookValueAmt |
| EOYFMV | $4,874,268 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $18,354,345 | EOYBookValueAmt |
| EOYFMV | $22,660,236 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $433,261 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $452,905 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,529,063 | BookValueAmt |
| EOYFMV | $2,716,344 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $166,208 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $11,031 | $0 | $11,031 |
| OTHER EXPENSES | $1,137 | $1,137 | $0 |
| EXPENSES FROM K1'S | $40,220 | $40,220 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BRIDGE SENIORS HOUSING - OTHER INCOME | $45,277 | $45,277 | $45,277 |
| FUNDAMENTAL PARTNERS III - OTHER INCOME | $29,601 | $29,601 | $29,601 |
| OAK STREET REAL ESTATE CAPITAL FUND- OTHER INCOME | $11,697 | $11,697 | $11,697 |
| RIVERVIEW STRATEGIC OPP FUND - | $6,977 | $6,977 | $6,977 |
| SALIENT MLP - OTHER INCOME | -$82,016 | -$82,016 | -$82,016 |
| RIVERVIEW STRATEGIC OPP FUND- OTHER UBTI INCOME | $7,029 | $0 | $7,029 |
| RIVERVIEW SOF III- OTHER UBTI INCOME | $277 | $0 | $277 |
| GOLMAN SACHS | $2,590 | $2,590 | $2,590 |
| FUNDAMENTAL PARTNERS III - OTHER INCOME | -$3,872 | $0 | -$3,872 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $7,061 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| BOY Book Value | $52,709 | BOYBookValueAmt |
| EOY Book Value | $16,399 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES - MORGAN STANLEY | $73,758 | $73,758 | $0 |
| INVESTMENT MGMT FEES - GOLDMAN SACHS | $45,306 | $45,306 | $0 |
| INVESTMENT MGMT FEES - OPPENHEIMER | $34,540 | $34,540 | $0 |
| INVESTMENT MGMT FEES - SEAPORT SECURITIES | $14,004 | $14,004 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RI STATE TAXES | $400 | $400 | $0 |
| FOREIGN TAXES | $15,135 | $15,135 | $0 |