WASHINGTON TRUST CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON TRUST CHARITABLE FOUNDATION (EIN 05-0477294)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-26
- IRS object ID
- 202001789349101000
- Schema version
- 2019v5.0
- 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 | 2020-06-26T09:00:52-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 40 WESTMINSTER ST SUITE 800 | AddressLine1Txt |
| City | Providence | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER L GILLAM | PreparerPersonNm |
| PTIN | P01212487 | PTIN |
| Phone | 4014573848 | PhoneNum |
| Preparation | 2020-06-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,862,847 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $37,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,107 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,425 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $476,140 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,425 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $154,532 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $154,532 | 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 | $100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,613 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,613 | 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 | $1,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $488,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $488,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $490,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $489,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$336,081 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,819 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $129,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $94,172 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $94,172 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $964,069 | CorporateStockBOYAmt |
| Corporate Stock EOY | $716,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,358,371 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $454,451 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $401,844 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $410,304 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,548,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,212,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,862,847 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,548,509 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,212,683 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,548,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,212,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,548,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,212,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,548,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$336,081 | ExcessRevenueOverExpensesAmt |
| Other Increases | $563 | OtherIncreasesAmt |
| Subtotal | $1,212,991 | SubtotalAmt |
| Other Decreases | $308 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,212,683 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 150. AECOM | 2019-01-09 | $4,305 | $3,829 | $476 | $476 | ||
| 25. AECOM | 2019-02-21 | $769 | $543 | $226 | $226 | 2011-12-05 | |
| 50. AECOM | 2019-08-26 | $1,681 | $1,085 | $596 | $596 | 2011-12-05 | |
| 525. AECOM | 2019-09-25 | $19,694 | $11,396 | $8,298 | $8,298 | 2011-12-05 | |
| 50. ALIBABA GROUP HOLDING-SP ADR | 2019-01-09 | $7,553 | $4,229 | $3,324 | $3,324 | 2015-04-13 | |
| 5. ALPHABET INC-CL A | 2019-01-09 | $5,411 | $2,741 | $2,670 | $2,670 | 2014-10-23 | |
| 5. AMAZON.COM INC | 2019-01-09 | $8,284 | $1,621 | $6,663 | $6,663 | 2014-09-17 | |
| 1. AMAZON.COM INC | 2019-01-14 | $1,628 | $324 | $1,304 | $1,304 | 2014-09-17 | |
| 1. AMAZON.COM INC | 2019-08-26 | $1,763 | $324 | $1,439 | $1,439 | 2014-09-17 | |
| 10. APPLE COMPUTER | 2019-08-26 | $2,061 | $471 | $1,590 | $1,590 | 2011-01-03 | |
| 15. APPLE COMPUTER | 2019-09-25 | $3,315 | $707 | $2,608 | $2,608 | 2011-01-03 | |
| 200. BANK OF AMER CORP COM | 2019-01-09 | $5,122 | $3,632 | $1,490 | $1,490 | 2015-07-30 | |
| 15. BOEING CO | 2019-01-09 | $5,177 | $1,925 | $3,252 | $3,252 | 2014-12-22 | |
| 5. BOEING CO | 2019-02-21 | $2,084 | $642 | $1,442 | $1,442 | 2014-12-22 | |
| 15. BROADRIDGE FINANCIAL SOLUTIO | 2019-08-26 | $1,920 | $818 | $1,102 | $1,102 | 2015-04-01 | |
| 15. CVS CORP COM | 2019-01-09 | $987 | $688 | $299 | $299 | 2012-07-19 | |
| 10. CVS CORP COM | 2019-02-21 | $621 | $459 | $162 | $162 | 2012-07-19 | |
| 120. CELGENE CORP | 2019-01-09 | $10,417 | $11,064 | -$647 | -$647 | 2014-09-17 | |
| 25. CERNER CORP | 2019-02-21 | $1,425 | $537 | $888 | $888 | 2010-10-11 | |
| 25. CERNER CORP | 2019-08-26 | $1,711 | $537 | $1,174 | $1,174 | 2010-10-11 | |
| 150. EOG RES INC COM | 2019-08-26 | $10,802 | $15,851 | -$5,049 | -$5,049 | 2017-01-17 | |
| 35. FACEBOOK INC-CLASS A | 2019-01-09 | $5,012 | $2,776 | $2,236 | $2,236 | 2014-10-23 | |
| 25000. GENERAL ELECTRIC CO 4.375% 16 SEP 2020 | 2019-09-11 | $25,310 | $25,130 | $180 | $180 | 2012-02-29 | |
| 50000. HUNTINGTON NATIONAL BANK 2.2% 01 APR 2019 | 2019-04-01 | $50,000 | $50,000 | 2014-02-27 | |||
| 275. ISHARES MSCI EAFE ETF | 2019-01-09 | $16,786 | $13,261 | $3,525 | $3,525 | 2012-05-23 | |
| 100. ISHARES MSCI EAFE ETF | 2019-08-26 | $6,242 | $4,822 | $1,420 | $1,420 | 2012-05-23 | |
| 350. ISHARES MSCI EAFE ETF | 2019-09-25 | $22,733 | $16,877 | $5,856 | $5,856 | 2012-05-23 | |
| 175. ISHARES RUSSELL 2000 ETF | 2019-01-09 | $24,939 | $20,383 | $4,556 | $4,556 | 2014-11-18 | |
| 50. ISHARES RUSSELL 2000 ETF | 2019-01-10 | $7,091 | $5,824 | $1,267 | $1,267 | 2014-11-18 | |
| 50. ISHARES RUSSELL 2000 ETF | 2019-01-14 | $7,148 | $5,824 | $1,324 | $1,324 | 2014-11-18 | |
| 25. ISHARES RUSSELL 2000 ETF | 2019-02-21 | $3,905 | $2,912 | $993 | $993 | 2014-11-18 | |
| 25. ISHARES RUSSELL 2000 ETF | 2019-08-26 | $3,669 | $2,912 | $757 | $757 | 2014-11-18 | |
| 150. ISHARES RUSSELL 2000 ETF | 2019-09-25 | $23,143 | $17,471 | $5,672 | $5,672 | 2014-11-18 | |
| 225. ISHARES CORE MSCI EMERGING | 2019-01-09 | $10,980 | $8,962 | $2,018 | $2,018 | 2015-08-25 | |
| 65. J P MORGAN CHASE & CO COM | 2019-01-09 | $6,536 | $2,200 | $4,336 | $4,336 | 2011-12-05 | |
| 15. J P MORGAN CHASE & CO COM | 2019-02-21 | $1,577 | $508 | $1,069 | $1,069 | 2011-12-05 | |
| 10. J P MORGAN CHASE & CO COM | 2019-08-26 | $1,067 | $339 | $728 | $728 | 2011-12-05 | |
| 25. J P MORGAN CHASE & CO COM | 2019-09-25 | $2,948 | $846 | $2,102 | $2,102 | 2011-12-05 | |
| 40. LAUDER ESTEE COS INC CL A | 2019-01-09 | $5,154 | $2,680 | $2,474 | $2,474 | 2013-07-01 | |
| 20. LAUDER ESTEE COS INC CL A | 2019-02-21 | $3,115 | $1,340 | $1,775 | $1,775 | 2013-07-01 | |
| 15. LAUDER ESTEE COS INC CL A | 2019-08-26 | $3,004 | $1,005 | $1,999 | $1,999 | 2013-07-01 | |
| 75. PAYPAL HOLDINGS INC | 2019-01-09 | $6,718 | $2,469 | $4,249 | $4,249 | 2016-02-09 | |
| 25. PAYPAL HOLDINGS INC | 2019-02-21 | $2,368 | $823 | $1,545 | $1,545 | 2016-02-09 | |
| 15. PAYPAL HOLDINGS INC | 2019-08-26 | $1,612 | $494 | $1,118 | $1,118 | 2016-02-09 | |
| 10. PAYPAL HOLDINGS INC | 2019-09-25 | $1,043 | $329 | $714 | $714 | 2016-02-09 | |
| 3756.225 PIMCO INCOME FUND-INS | 2019-01-10 | $44,511 | $45,739 | -$1,228 | -$1,228 | ||
| 185. SCHLUMBERGER LTD | 2019-08-26 | $5,806 | $14,352 | -$8,546 | -$8,546 | 2015-01-13 | |
| 30. STARBUCKS CORP COM | 2019-08-26 | $2,884 | $1,626 | $1,258 | $1,258 | 2017-08-29 | |
| 40. THERMO ELECTRON CORP | 2019-01-09 | $9,441 | $1,894 | $7,547 | $7,547 | 2011-12-05 | |
| 15. THERMO ELECTRON CORP | 2019-01-14 | $3,529 | $710 | $2,819 | $2,819 | 2011-12-05 | |
| 10. THERMO ELECTRON CORP | 2019-02-21 | $2,504 | $473 | $2,031 | $2,031 | 2011-12-05 | |
| 15. THERMO ELECTRON CORP | 2019-08-26 | $4,049 | $710 | $3,339 | $3,339 | 2011-12-05 | |
| 10. THERMO ELECTRON CORP | 2019-09-25 | $2,819 | $473 | $2,346 | $2,346 | 2011-12-05 | |
| 25000. UNITEDHEALTH GROUP INC 1.625% 15 MAR 2019 | 2019-01-09 | $24,888 | $25,001 | -$113 | -$113 | 2013-02-27 | |
| 60. VISA INC-CLASS A SHARES | 2019-01-09 | $8,319 | $1,060 | $7,259 | $7,259 | 2011-01-03 | |
| 25. VISA INC-CLASS A SHARES | 2019-01-14 | $3,426 | $441 | $2,985 | $2,985 | 2011-01-03 | |
| 15. VISA INC-CLASS A SHARES | 2019-02-21 | $2,155 | $265 | $1,890 | $1,890 | 2011-01-03 | |
| 15. VISA INC-CLASS A SHARES | 2019-08-26 | $2,653 | $265 | $2,388 | $2,388 | 2011-01-03 | |
| 35. VISA INC-CLASS A SHARES | 2019-09-25 | $6,132 | $618 | $5,514 | $5,514 | 2011-01-03 | |
| 366.14 VIRTUS VNTBL EM MKTS OPP-I | 2019-01-09 | $3,768 | $3,222 | $546 | $546 | 2012-01-04 | |
| 203.442 VIRTUS VNTBL EM MKTS OPP-I | 2019-09-25 | $2,250 | $1,790 | $460 | $460 | 2012-01-04 | |
| 25. WATSCO INC | 2019-01-09 | $3,541 | $1,789 | $1,752 | $1,752 | 2012-12-03 | |
| 25. ZIMMER HLDGS INC COM | 2019-01-09 | $2,563 | $3,198 | -$635 | -$635 | 2016-08-18 | |
| 25. APTIV PLC | 2019-08-26 | $2,018 | $1,479 | $539 | $539 | 2014-08-25 | |
| CAPITAL GAIN DIVIDENDS | $54 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,425 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $413,389 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,134,031 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.193713 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $564,191 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,366,144 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.238443 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $431,482 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,549,719 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.169227 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $375,367 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,009,310 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.124735 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $378,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,884,021 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.131067 | DistributionYr5Rt |
| Total Distribution | 0.857185 | TotalDistributionRt |
| Average Distribution | 0.171437 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,745,271 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $299,204 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,528 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $300,732 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $489,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,528 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,528 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,528 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $467 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $467 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,061 | 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 | $1,720,384 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,465 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,771,849 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,771,849 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,745,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,264 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,264 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,528 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,528 | TotalTaxAmt |
| Distributable Before Adj | $85,736 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,736 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,736 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $489,000 | 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 | $489,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,528 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $487,472 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,736 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $236,570 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $226,785 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $305,076 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $420,134 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $304,009 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,492,574 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $489,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,736 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $403,264 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,895,838 | 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 | $236,570 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,659,268 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $226,785 | ExcessFromYear4Amt |
| Excess From Year3 | $305,076 | ExcessFromYear3Amt |
| Excess From Year2 | $420,134 | ExcessFromYear2Amt |
| Excess From Year1 | $304,009 | ExcessFromYear1Amt |
| Excess From Current Year | $403,264 | 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 (102 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 |
|---|---|---|---|---|---|---|---|---|
| RHODE ISLAND PUBLIC RADIO | ||||||||
| 1 UNION STATION | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 | |
| TOMAQUAG INDIAN MEMORIAL MUSEUM | ||||||||
| 390 A SUMMIT ROAD | EXETER | RI | 02822 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| HOUSING WORKS RI | ||||||||
| 1070 MAIN STREET | Pawtucket | RI | 02860 | NONE | PC | OPERATONAL | $3,000 | |
| RHODE ISLAND PARENT INFORMATION NETWORK | ||||||||
| 1210 PONTIAC AVE | CRANSTON | RI | 02920 | NONE | PC | OPERATIONAL | $500 | |
| COMMUNITY PREPARATORY SCHOOL | ||||||||
| 135 PRAIRIE AVE | PROVIDENCE | RI | 02905 | NONE | PC | OPERATIONAL | $2,000 | |
| CHRISTIAN BROTHERS CENTER | ||||||||
| 635 OCEAN RD | NARRAGANSETT | RI | 02882 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| DORCAS INTERNATIONAL INSTITUTE | ||||||||
| 645 ELMWOOD AVE | PROVIDENCE | RI | 02907 | NONE | PC | OPERATIONAL | $1,000 | OF RHODE ISLAND |
| OCEAN COMMUNITY CHAMBER FOUNDATION | ||||||||
| ONE CHAMBER WAY | WESTERLY | RI | 02891 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| PROVIDENCE HOUSING AUTHORITY | ||||||||
| 100 BROAD ST | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONAL | $2,500 | |
| PROVIDENCE PUBLIC LIBRARY | ||||||||
| 225 WASHINGTON ST | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONAL | $5,000 | |
| PROVIDENCE GRIDIRON CLUB | ||||||||
| 12 CHANDLER DR | COVENTRY | RI | 02816 | NONE | PC | OPERATIONAL | $3,000 | |
| HASBRO CHILDREN'S HOSPITAL | ||||||||
| 593 EDDY ST | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONAL | $10,000 | |
| NETWORK FOR TEACHING | ||||||||
| 120 WALL ST 18TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | OPERATIONAL | $13,000 | ENTREPRENEURSHIP |
| PAWTUCKET CENTRAL FALLS DEVELOPMENT | ||||||||
| 204 BROAD STREET | PAWTUCKET | RI | 02860 | NONE | PC | OPERATIONAL | $3,000 | |
| FRIENDS OF RHODE ISLAND CASA | ||||||||
| 1 DORRANCE ST | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONAL | $1,000 | |
| BLACKSTONE VALLEY COMMUNITY HEALTH | ||||||||
| 39 EAST AVE | PAWTUCKET | RI | 02860 | NONE | PC | OPERATIONAL | $10,000 | |
| SUNRISE FOREVER INC | ||||||||
| 49 CHRISTOPHER ST | PROVIDENCE | RI | 02904 | NONE | PC | OPERATIONAL | $500 | |
| LITERACY VOLUNTEERS OF WASHINGTON COUNTY | ||||||||
| 93 TOWER STREET | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $500 | |
| WESTERLY AMBULANCE CORPS INC | ||||||||
| 30 CHESTNUT ST | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $3,000 | |
| LITTLE SISTERS OF THE POOR | ||||||||
| 2875 SOUTH JAMES DRIVE | NEW BERLIN | WI | 53151 | NONE | PC | OPERATIONS | $1,000 | |
| ROYCE FAMILY FUND INC | ||||||||
| 8 SOUND SHORE DRIVE | GREENWICH | CT | 06830 | NONE | PC | OPERATIONS | $20,000 | |
| NEW URBAN ARTS | ||||||||
| 705 WESTMINSTER STREET | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONS | $500 | |
| SCANDINAVIAN COMMUNITIES | ||||||||
| 1811 BROAD STREET | CRANSTON | RI | 02905 | NONE | PC | OPERATIONS | $1,000 | |
| SAINT MARY'S HOME | ||||||||
| 2021 ALBANY AVE | WEST HARTFORD | CT | 06117 | NONE | PC | OPERATIONS | $1,000 | |
| YMCA OF GREATER PROVIDENCE | ||||||||
| 438 HOPE STREET | PROVIDENCE | RI | 02906 | NONE | PC | OPERATIONS | $3,000 | |
| GREATER NORTH END COMMUNITY DEVELOPMENT | ||||||||
| 68 PIERCE ST | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $1,000 | |
| JOHN E FOGARTY FOUNDATION | ||||||||
| 1 TURKS HEAD PLACE | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONS | $500 | |
| JOHNSON & WALES UNIVERSITY | ||||||||
| 8 ABBOTT PARK PL | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONS | $15,000 | |
| RHODE ISLAND SPONSORING EDUCATION | ||||||||
| 17 GORDON AVE SUITE 004 | PROVIDENCE | RI | 02905 | NONE | PC | OPERATIONS | $1,000 | |
| BLOCK ISLAND MEDICAL CENTER | ||||||||
| 6 PAYNE ROAD | BLOCK ISLAND | RI | 02807 | NONE | PC | OPERATIONS | $2,000 | |
| CROSSROADS RHODE ISLAND | ||||||||
| 160 BROAD STREET | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONS | $5,000 | |
| ARTHUR TRUDEAU MEMORIAL CENTER | ||||||||
| 3445 POST ROAD | WARWICK | RI | 02886 | NONE | PC | OPERATIONS | $1,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 28 LIBERTY STREET | NEW YORK | NY | 10005 | NONE | PC | OPERATIONS | $5,000 | |
| PACE RHODE ISLAND | ||||||||
| 225 CHAPMAN STREET | PROVIDENCE | RI | 02905 | NONE | PC | OPERATIONS | $5,000 | |
| SAINT RAPHAEL ACADEMY | ||||||||
| 123 WALCOTT ST | PAWTUCKET | RI | 02860 | NONE | PC | OPERATIONS | $15,000 | |
| WESTERLY AREA REST MEALS | ||||||||
| 56 SPRUCE STREET | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $1,000 | |
| WOOD-PAWCATUCK WATERSHED ASSOCIATION | ||||||||
| 203 ARCADIA ROAD | HOPE VALLEY | RI | 02832 | NONE | PC | OPERATIONS | $500 | |
| WOOD RIVER HEALTH SERVICES | ||||||||
| 823 MAIN STREET | HOPE VALLEY | RI | 02832 | NONE | PC | OPERATIONS | $1,000 | |
| WORLD WAR II FOUNDATION | ||||||||
| 344 MAIN STREET | WAKEFIELD | RI | 02879 | NONE | PC | OPERATIONS | $1,000 | |
| JOHNNYCAKE CENTER OF WESTERLY | ||||||||
| 23 INDUSTRIAL DRIVE | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $8,000 | |
| LIVING SUPPLIES CLOSET INC | ||||||||
| 7 ELM STREET | WESTERLY | SC | 02891 | NONE | PC | OPERATIONS | $1,000 | |
| OCEAN COMMUNITY UNITED THEATRE | ||||||||
| 5 CANAL STREET | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $50,000 | |
| RHODE ISLAND ACADEMIC DECATHALON | ||||||||
| 1944 WARWICK AVENUE | WARWICK | RI | 02889 | NONE | PC | OPERATIONS | $1,000 | |
| NEIGHBORWORKS BLACKSTONE RIVER VALLEY | ||||||||
| 719 FRONT STREET SUITE 103 | WOONSOCKET | RI | 02895 | NONE | PC | OPERATIONS | $3,000 | |
| CHILDREN'S FRIEND | ||||||||
| 153 SUMMER STREET | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONS | $12,000 | |
| REBUILDING TOGETHER | ||||||||
| 55 EDDY STREET | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONS | $1,000 | |
| MCCARTNEY CHARITABLE FOUNDATION | ||||||||
| P0 BOX 1908 | ORLANDO | FL | 32802 | NONE | PC | OPERATIONS | $2,500 | |
| PROVIDENCE ANIMAL RESCUE LEAGUE | ||||||||
| 34 ELBOW ST | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONS | $500 | |
| NORWICH PUBLIC SCHOOLS EDUCATION FOUND | ||||||||
| 30 TOWN ST | NORWICH | CT | 06360 | NONE | PC | OPERATIONS | $1,000 | |
| SOUTHERN RHODE ISLAND VOLUNTEERS | ||||||||
| 100 PARK LANE | CHARLESTOWN | RI | 02813 | NONE | PC | OPERATIONS | $1,000 | |
| TOWN OF STONINGTON | ||||||||
| 152 ELLM STREET | STONINGTON | CT | 06378 | NONE | PC | OPERATIONS | $3,000 | |
| WESTERLY EDUCATION CENTER | ||||||||
| 23 FRIENDSHIP STREET | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $1,000 | |
| RHODE ISLAND FOR COMMUNITY AND JUSTICE | ||||||||
| 271 NORTH MAIN STREET | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONS | $1,000 | |
| COLONIAL THEATER OF RHODE ISLAND | ||||||||
| PO BOX 762 | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $10,000 | |
| CAMPAIGN FOR CHRIST | ||||||||
| 1504 SUMMIT POINT ROAD | BERRYVILLE | VA | 22611 | NONE | PC | OPERATIONS | $11,000 | |
| COMMUNITY BOATING CENTER | ||||||||
| 109 INDIA STREET | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONS | $2,500 | |
| STONINGTON HUMAN SERVICES | ||||||||
| 166 SOUTH BROAD STREET | PAWCATUCK | CT | 06379 | NONE | PC | OPERATIONS | $500 | |
| SISTERS OF MERCY OF THE AMERICAS | ||||||||
| 8403 COLESVILLE ROAD SUTIE 400 | SILVERSPRING | MD | 20910 | NONE | PC | OPERATIONS | $10,000 | |
| RHODE ISLAND STATE PARKS | ||||||||
| 1100 TOWER HILL ROAD | NORTH KINGSTON | RI | 02852 | NONE | PC | OPERATIONS | $5,000 | |
| WESTERLY HIGH SCHOOL | ||||||||
| 23 WARD AVENUE | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $500 | |
| RICHMOND CAROLINA FIRE DEPARTMENT | ||||||||
| 208 RICHMOND TOWNHOUSE RD | CAROLINA | RI | 02812 | NONE | PC | OPERATIONS | $1,000 | |
| RICAN | ||||||||
| 805 ALTON CAROLINA ROAD | CHARLESTOWN | RI | 02813 | NONE | PC | OPERATIONS | $500 | |
| Westerville Area Resource Ministry | ||||||||
| 150 HEATHERDOWN DR | WESTERVILLE | OH | 43081 | NONE | PC | OPERATIONS | $500 | |
| SAINT ANTHONY OUTREACH MINISTRIES | ||||||||
| 300 ODELL AVE | ENDICOTT | NY | 13760 | NONE | PC | OPERATIONS | $500 | |
| Needham Community Council | ||||||||
| 570 HILLSIDE AVENUE | Needham | MA | 02494 | NONE | PC | OPERATIONAL SERVICES | $500 | |
| Greater Boston Food Bank | ||||||||
| 70 SOUTH BAY AVENUE | Boston | MA | 02118 | NONE | PC | OPERATIONAL | $500 | |
| Hessco Elder Services | ||||||||
| ONE MERCHANT STREET | Sharon | MA | 02067 | NONE | PC | OPERATIONAL | $500 | |
| YEAR UP PROVIDENCE | ||||||||
| 40 FOUNTAIN STREET | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $2,500 | |
| Bryant University Scholarship | ||||||||
| 1150 DOUGLAS PIKE | Smithfield | RI | 02917 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| Providence College | ||||||||
| 1 CUNNINGHAM SQUARE | Providence | RI | 02918 | NONE | PC | EDUCATIONAL SERVICES | $6,000 | |
| Ocean Community YMCA | ||||||||
| 95 HIGH STREET | Westerly | RI | 02891 | NONE | PC | REACH OUT TO YOUTH CAMPAIGN | $83,000 | |
| United Way of Rhode Island | ||||||||
| 50 VALLEY STREET | Providence | RI | 02909 | NONE | PC | OPERATIONS | $56,400 | |
| Tri-Town Community Action | ||||||||
| 1126 HARTFORD AVENUE | Johnston | RI | 02919 | NONE | PC | OPERATIONS | $500 | |
| Westbay Communiy Action | ||||||||
| 224 BUTTONWOODS AVENUE | Warwick | RI | 02886 | NONE | PC | OPERATIONAL | $500 | |
| Day One | ||||||||
| 100 MEDWAY STREET | Providence | RI | 02906 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Community College of Rhode Island | ||||||||
| 400 EAST AVENUE | Warwick | RI | 02886 | NONE | PC | OPERATIONS | $5,000 | |
| McAuley Ministries | ||||||||
| 622 ELMWOOD AVENUE | Providence | RI | 029073352 | NONE | PC | OPERATIONAL SERVICES | $5,000 | |
| 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 | $1,000 | |
| North Kingstown Food Pantry | ||||||||
| 445 SCHOOL STREET | North Kingstown | RI | 02852 | NONE | PC | OPERATIONAL SERVICES | $500 | |
| Saint Elizabeth Community | ||||||||
| 1 ST ELIZABETH WAY | East Greenwich | RI | 02818 | NONE | PC | OPERATIONS | $5,000 | |
| HOUSING NETWORK | ||||||||
| 1070 MAIN STREET | Pawtucket | RI | 02860 | NONE | PC | OPERATIONAL | $3,000 | |
| NORTH PROVIDENCE MANCINI CENTER | ||||||||
| 2 ATLANTIC BLVD | NORTH PROVIDENCE | RI | 02911 | NONE | PC | OPERATIONS | $1,000 | |
| Westerly Chamber Foundation | ||||||||
| 1 CHAMBER WAY | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $3,000 | |
| 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 | $3,000 | |
| University of Rhode Island Foundation | ||||||||
| 79 UPPER COLLEGE ROAD | Kingston | RI | 02881 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| Comprehensive Community Action | ||||||||
| 311 DORIC AVENUE | Cranston | RI | 02910 | NONE | PC | OPERATIONAL SERVICES | $1,500 | |
| Christian Community Action Inc | ||||||||
| 168 DAVENPORT AVENUE | New Haven | CT | 06519 | NONE | PC | OPERATIONAL | $500 | |
| Pawcatuck Neighborhood Center | ||||||||
| 27 CHASE STREET | Pawcatuck | CT | 06379 | NONE | PC | OPERATIONAL SERVICES | $500 | |
| Glastonbury Food and Fuel Bank | ||||||||
| 300 WELLES STREET | Glastonbury | CT | 06033 | NONE | PC | OPERATIONS | $500 | |
| 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 In-Town Churches Assoc | ||||||||
| PO BOX 5639 | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $500 | |
| BREAD OF LIFE FOOD PANTRY | ||||||||
| 1369 MAIN STREET | West Warwick | RI | 028933814 | NONE | PC | OPERATIONAL | $500 | |
| WESTERLY LAND TRUST | ||||||||
| PO BOX 601 | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $1,000 | |
| COVENTRY COMMUNITY FOODBANK | ||||||||
| 50 WOOD STREET | Coventry | RI | 028165825 | NONE | PC | OPERATIONAL | $500 | |
| Rhode Island Spotlight | ||||||||
| PO BOX 2412 | Providence | RI | 02903 | NONE | PC | OPERATIONS | $3,000 | |
| Helping Hands of Block Island Inc | ||||||||
| PO BOX 1437 | Block Island | RI | 02807 | NONE | PC | OPERATIONAL | $500 | |
| READ TO SUCCEED | ||||||||
| 6 WATER VALLEY ROAD | Hope | RI | 02831 | NONE | PC | OPERATIONAL | $500 | |
| Capital Good Fund | ||||||||
| 56 PINE STREET | Providence | RI | 02903 | NONE | PC | OPERATIONAL SERVICES | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $488,900 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,107 | 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 | $117,425 | 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 | $154,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,532 | 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 (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25,000 PAR ABBOTT LABORATORIES | ||
| 25,000 PAR AMERICAN EXPRESS CE | $25,000 | $25,134 |
| 50,000 PAR BOEING CAP CORP SR | ||
| 25,000 PAR BUCKEYE AZ UN HS DI | $25,248 | $25,297 |
| 25,000 PAR CIT BANK SALT LAKE | $25,000 | $26,508 |
| 25,000 PAR CIT BANK SALT LAKE | $25,000 | $26,406 |
| 25,000 PAR DAYTON OH METRO LIB | $25,013 | $25,088 |
| 25,000 PAR GENERAL ELECTRIC CA | ||
| 25,000 PAR HOME DEPOT INC 2.25 | ||
| 50,000 PAR HUNTINGTON NATL 2.2 | ||
| 25,000 PAR JP MORGAN CHASE & C | $25,209 | $25,444 |
| 25,000 PAR KIMBERLY CLARK CORP | $25,305 | $25,228 |
| 25,000 PAR NEW YORK CITY TRANS | $24,894 | $25,808 |
| 25,000 PAR NEW YORK ST URBAN D | $24,884 | $26,547 |
| 25,000 PAR OCCIDENTAL PETE COR | $25,102 | $25,442 |
| 25,000 PAR ORACLE CORP 5.75% 4 | ||
| 25,000 PAR ORACLE CORP 2.375% | ||
| 25,000 PAR PITNEY BOWES INC 5. | ||
| 25,000 PAR SAN JOSE CA SCH DIS | $26,350 | $26,392 |
| 25,000 PAR STATE STREET BANK & | ||
| 25,000 PAR UNITED HEALTH GROUP | ||
| 25,000 PAR VERIZON COMMUNICATI | $25,006 | $25,842 |
| 25,000 PAR WELLS FARGO BK NA S | $24,913 | $25,019 |
| 25000 WELLS FARGO BANK NA 3.2% | $24,962 | $25,730 |
| 4187 PAR PIMCO INCOME FUND | $49,958 | $50,419 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 175 SHS ALIBABA GROUP HLDG LTD | $10,573 | $26,513 |
| 850 SHS AECOM TECHNOLOGY CORP | ||
| 35 SHS ALPHABET INC CL A | $16,292 | $40,182 |
| 35 SHS AMAZON.COM INC | $7,458 | $42,500 |
| 425 SHS AMERICAN INTL GROUP IN | $15,821 | $17,966 |
| 75 SHS AMERICAN TOWER CORP REI | $8,321 | $17,237 |
| 115 SHS AMGEN INC | $18,763 | $27,723 |
| 310 SHS APPLE INC | $10,605 | $66,071 |
| 250 SHS BB&T CORP | ||
| 1,500 SHS BANK OF AMERICA CORP | $20,708 | $40,503 |
| 90 SHS BECTON DICKINSON & CO | $16,308 | $24,477 |
| 35 SHS BLACKROCK INC | $13,960 | $17,595 |
| 120 SHS BOEING CO | $12,195 | $30,947 |
| 300 SHS BROADRIDGE FINL SOLUTI | $15,538 | $35,209 |
| 250 SHS CVS HEALTH CORP | $10,324 | $16,715 |
| 120 SHS CELGENE CORP | ||
| 500 SHS CERNER CORP | $12,473 | $31,191 |
| 100 SHS CHEVRON CORP | $11,749 | $12,051 |
| 400 SHS CISCO SYS INC | $12,448 | $19,184 |
| 350 SHS COGNIZAN TECHNOLOGY SO | ||
| 440 SHS COMCAST CORP CL A | $12,276 | $19,787 |
| 150 SHS WALT DISNEY CO | $15,772 | $21,695 |
| 275 SHS DISCOVER FINL SVCS | $16,081 | $23,326 |
| 150 SHS EOG RES INC | ||
| 350 SHS EXXON MOBIL CORP | $16,753 | $24,423 |
| 185 SHS FACEBOOK INC CL A | $9,633 | $25,656 |
| 150 SHS IQVIA HLDGS INC COM | $13,275 | $23,177 |
| 1,750 SHS ISHARES TR MSCI EAFE | $52,893 | $69,440 |
| 1,200 SHS ISHARES TR RUSSELL 2 | $73,333 | $107,686 |
| 1,450 SHS ISHARES CORE MSCI EM | $47,796 | $64,512 |
| 600 SHS JP MORGAN CHASE & CO | $11,906 | $48,790 |
| 55 SHS JOHNSON & JOHNSON | $7,788 | $8,023 |
| 155 SHS KRAFT HEINZ CO | ||
| 290 SHS LAUDER ESTEE COS INC | $13,402 | $41,308 |
| 50 SHS LOCKHEED MARTIN CORP | $12,265 | $19,469 |
| 100 SHS MICROSOFT CORP | $7,916 | $15,770 |
| 65 SHS NEXTERA ENERGY INC | $8,343 | $15,740 |
| 575 SHS PAYPAL HLDGS INC | $10,699 | $35,155 |
| 5,857.834 SHS PIMCO FDS INCOME | ||
| 185 SHS SCHLUMBERGER LTD | ||
| 380 SHS STARBUCKS CORP | $18,974 | $30,772 |
| 575 SHS STATE STREET BOSTON CO | ||
| 300 SHS THERMO FISHER SCIENTIF | $7,042 | $48,731 |
| 1,487.906 SHS THIRD AVENUE REA | ||
| 250 SHS US BANCORP | ||
| 50 SHS UNIVERSAL DISPLAY | $6,410 | $10,304 |
| 250 SHS VERIZON COMMUNICATIONS | $13,107 | $15,350 |
| 525 SHS VISA INC CL A | $4,415 | $46,975 |
| 5,045.655 SHS VIRTUS EMERGING | $19,928 | $26,155 |
| 235 SHS WATSCO INC | $14,312 | $36,030 |
| 140 SHS ZIMMER BIOMET HOLDINGS | $14,712 | $17,213 |
| 100 SHS DELPHI TECHNOLOGIES PL | ||
| 300 SHS APTIV PLC | $16,270 | $26,117 |
| 135 SHS AKAMI TECHNOLOGIES INC | ||
| 20 SHS EQUINIX INC | $7,531 | $11,674 |
| 175 SHS MONDELEZ INTL INC | $7,579 | $9,639 |
| 50 SHS NVIDIA CORP | ||
| AKAMAI TECHNOLOGIES INC | $9,342 | $11,661 |
| NVIDIA CORP | $9,730 | $11,765 |
| TRUIST FINANCIAL CORP | $12,465 | $14,080 |
| WALMART INC | $11,183 | $11,884 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME POSTED FOLLOWING YEAR | Desc |
| Amt | $308 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME POSTED PREVIOUS YEAR | Desc |
| Amt | $563 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & ACCOUNTING FEES (ALLOC | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES (NOT SUBJECT TO $1 | $1,197 | $1,197 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $315 | $315 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $101 | $101 | $0 |