IDA B LITTLEFIELD MEMORIAL TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- IDA B LITTLEFIELD MEMORIAL TRUST (EIN 22-2994936)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-08
- IRS object ID
- 202021299349101862
- Schema version
- 2019v5.1
- 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
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-08T11:44:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050262309 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINCKLEY ALLEN & SNYDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WESTMINSTER STREET SUITE 1500 | 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 | 222994936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IDA BALLOU LITTLEFIELD MEMORIAL TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IDAB | BusinessNameControlTxt |
| Phone | 4012742000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WESTMINSTER STREET SUITE 1500 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEON C BOGHOSSIAN III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4012742000 | PhoneNum |
| Signature | 2020-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE N KISHFY | PreparerPersonNm |
| PTIN | P01703440 | PTIN |
| Phone | 4012742000 | PhoneNum |
| 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 | $8,031,680 | 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 |
| Interest On Sav Rev And Expnss | $15,116 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,116 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $150,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,281 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $243,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $835,583 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $243,383 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $408,780 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $408,780 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $107,422 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $53,710 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $53,712 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,780 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,780 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,545 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,545 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $141,397 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,712 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $349,690 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $349,690 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $491,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $403,402 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,307 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $321,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $159,322 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,436 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,436 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,142,741 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,068,659 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,727,420 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,151,256 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,201,405 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,204,823 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,453,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,369,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,031,680 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,453,320 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,369,501 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,453,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,369,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,453,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,369,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,453,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$82,307 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,371,013 | SubtotalAmt |
| Other Decreases | $1,512 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,369,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CITIZENS-LONG TERM GAIN | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $835,583 | GrossSalesPriceAmt |
| Cost Or Other Basis | $592,200 | CostOrOtherBasisAmt |
| Gain Or Loss | $243,383 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $243,383 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $243,383 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $417,837 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,245,953 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057665 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $375,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,009,806 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053496 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $329,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,695,687 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049136 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $407,335 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,968,333 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058455 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $441,959 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,258,540 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060888 | DistributionYr5Rt |
| Total Distribution | 0.279640 | TotalDistributionRt |
| Average Distribution | 0.055928 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,458,564 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $417,143 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,211 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $420,354 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $403,402 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,422 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,422 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,422 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,907 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,907 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,515 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEON C BOGHOSSIAN III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4012742000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WESTMINSTER ST SUITE 1500 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOACHIM A WEISSFELD JAN-NOV | ||||||||
| 100 WESTMINSTER ST SUITE 1500 | PROVIDENCE | RI | 02903 | TRUSTEE | 4.00 | $49,651 | $0 | $0 |
| CITIZENS BANK OF RI | ||||||||
| ONE CITIZENS PLAZA | PROVIDENCE | RI | 02903 | TRUSTEE | 3.00 | $53,037 | $0 | $0 |
| LEON C BOGHOSSIAN III DEC | ||||||||
| 100 WESTMINSTER SUITE 1500 | PROVIDENCE | RI | 02903 | TRUSTEE | 4.00 | $4,734 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $7,424,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,422 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,572,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,572,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,458,564 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,928 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $372,928 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,422 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,422 | TotalTaxAmt |
| Distributable Before Adj | $366,506 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $366,506 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $366,506 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $403,402 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $403,402 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $403,402 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $366,506 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $88,375 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $68,812 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $27,225 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,883 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $244,295 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $403,402 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $366,506 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,896 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $281,191 | 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 | $88,375 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $192,816 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $68,812 | ExcessFromYear4Amt |
| Excess From Year2 | $27,225 | ExcessFromYear2Amt |
| Excess From Year1 | $59,883 | ExcessFromYear1Amt |
| Excess From Current Year | $36,896 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEON C BOGHOSSIAN III | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WESTMINSTER ST STE 1500 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4012742000 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMOS HOUSE | |||||||
| 460 PINE STREET | PROVIDENCE | RI | 02907 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| ART CONNECTION | |||||||
| 36 PARK PLACE 2 | PAWTUCKET | RI | 02860 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| BARTON CENTER | |||||||
| 30 ENNIS RD | NORTH OXFORD | MA | 01537 | NONE | PUBLIC | PROGRAM SUPPORT | $2,585 |
| BEAUTIFUL DAY | |||||||
| 10 DAVOL SQ UNIT 100 | PROVIDENCE | RI | 02903 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| BIG BROTHERS BIG SISTERS OF RHODE ISLAND | |||||||
| 1540 PONTIAC AVENUE | CRANSTON | RI | 02920 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| BOY SCOUTS NARRAGANSETT COUNSEL OF | |||||||
| PO BOX 14777 | EAST PROVIDENCE | RI | 02914 | NONE | PUBLIC | PROGRAM SUPPORT | $4,000 |
| BOYS & GIRLS CLUB OF PAWTUCKET | |||||||
| 1 MOELLER PLACE | PAWTUCKET | RI | 02860 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| BOYS & GIRLS CLUB OF PROVIDENCE | |||||||
| 550 WICKENDON ST | PROVIDENCE | RI | 02903 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| BRADLEY HOSPITAL FOUNDATION | |||||||
| 167 POINT STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| BUTLER HOSPITAL | |||||||
| 345 BLACKSTONE BLVD | PROVIDENCE | RI | 02906 | NONE | PUBLIC | PROGRAM SUPPORT | $5,405 |
| CAMP RUGGLES | |||||||
| 133 STONE DAM ROAD | NORTH SCITUATE | RI | 02857 | NONE | PUBLIC | CAMPER-SHIPS FOR LOW INCOME FAMILIES AND GROUP HOMES | $3,000 |
| CLARKE SCHOOLS FOR HEARING & SPEECH | |||||||
| 45 ROUNDHILL ROAD | NORTHAMPTON | MA | 01060 | NONE | PUBLIC | PROGRAM SUPPORT | $7,500 |
| COMMUNITY BOATING CENTER INC | |||||||
| PO BOX 5849 | PROVIDENCE | RI | 02903 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| COMMUNITY MUSICWORKS | |||||||
| 1392 WESTMINSTER ST | PROVIDENCE | RI | 02909 | NONE | PUBLIC | PROGRAM SUPPORT | $1,500 |
| COMMUNITY PREPARATORY SCHOOL | |||||||
| 135 PRAIRIE AVENUE | PROVIDENCE | RI | 02905 | NONE | PUBLIC | SCHOLARSHIPS | $7,500 |
| COMMUNITY STRING PROJECT INC | |||||||
| PO BOX 513 | BRISTOL | RI | 02809 | NONE | PUBLIC | PROGRAM SUPPORT | $2,000 |
| CONNECTING FOR CHILDREN & FAMILIES | |||||||
| 46 HOPE STREET | WOONSOCKET | RI | 02895 | NONE | PUBLIC | PROGRAM SUPPORT | $7,500 |
| CROSSROADS RI | |||||||
| 160 BROAD STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC | PROGRAM SUPPORT | $7,500 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND | |||||||
| 645 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| EAST BAY FOOD PANTRY | |||||||
| 532 WOOD STREET | BRISTOL | RI | 02809 | NONE | PUBLIC | PROGRAM SUPPORT | $1,500 |
| FAMILY SERVICE OF RI | |||||||
| PO BOX 6688 | PROVIDENCE | RI | 02840 | NONE | PUBLIC | PROGRAM SUPPORT | $7,500 |
| FIRSTWORKS | |||||||
| 275 WESTMINSTER ST STE 501 | PROVIDENCE | RI | 02903 | NONE | PUBLIC | PROGRAM SUPPORT | $4,000 |
| GIRL SCOUTS OF SE NEW ENGLAND | |||||||
| 125 CHARLES STREET | PROVIDENCE | RI | 02904 | NONE | PUBLIC | PROGRAM SUPPORT | $4,000 |
| GIRLS ON THE RUN (RI) | |||||||
| 669 ELMWOOD AVE B8 | PROVIDENCE | RI | 02907 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| HAMILTON HOUSE | |||||||
| 276 ANGELL STREET | PROVIDENCE | RI | 02906 | NONE | PUBLIC | PROGRAM SUPPORT | $4,000 |
| HASBRO CHILDREN'S HOSPITAL | |||||||
| 593 EDDY STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| HAVEN OF GRACE MINISTRIES INC | |||||||
| PO BOX 224 | WOONSOCKET | RI | 02895 | NONE | PUBLIC | PROGRAM SUPPORT | $6,700 |
| HEARING HEALTH FOUNDATION | |||||||
| 363 7TH AVVE 10TH FL | NEW YORK | NY | 10001 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| HOPE HOSPICE & PALLIATIVE CARE | |||||||
| 1085 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | NONE | PUBLIC | PROGRAM SUPPORT | $7,500 |
| IN-SIGHT | |||||||
| 43 JEFFERSON BLVD SUITE 31 | WARWICK | RI | 028886400 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| JEANNE JUGAN RESIDENCE OF THE LITTLE SISTERS OF THE POOR | |||||||
| 964 MAIN STREET | PAWTUCKET | RI | 02860 | NONE | PUBLIC | PROGRAM SUPPORT | $3,000 |
| LUCY'S HEARTH | |||||||
| 19 VALLEY ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| MCAULEY MINISTRIES | |||||||
| 3333 5TH AVE | PITTSBURGH | PA | 15213 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| MEALS ON WHEELS OF RHODE ISLAND | |||||||
| 70 BATH ST | PROVIDENCE | RI | 02908 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 |
| MEETING STREET | |||||||
| 1000 EDDY STREET | PROVIDENCE | RI | 02905 | NONE | PUBLIC | PROGRAM SUPPORT | $7,500 |
| NONVIOLENCE INSTITUTE | |||||||
| 265 OXFORD STREET | PROVIDENCE | RI | 02905 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC | PROGRAM SUPPORT | $40,000 |
| PROVIDENCE CHILDREN'S MUSEUM | |||||||
| 100 SOUTH STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| PROVIDENCE PUBLIC LIBRARY | |||||||
| 150 EMPIRE STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC | EARLY LITERACY LEARNING CENTER | $10,000 |
| REACH OUT AND READ RI | |||||||
| 1 RICHMOND ST 121K | PROVIDENCE | RI | 02906 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| REFOCUS INC | |||||||
| 45 GREELEY STREET | PROVIDENCE | RI | 02904 | NONE | PUBLIC | PROGRAM SUPPORT | $3,500 |
| RHODE ISLAND COMMUNITY FOOD BANK | |||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| RHODE ISLAND FREE CLINIC | |||||||
| 655 BROAD STREET | PROVIDENCE | RI | 02907 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 |
| SAVE THE BAY | |||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 154438 | RIVERSIDE | RI | 02915 | NONE | PUBLIC | PROGRAM SUPPORT | $2,000 |
| SOJOURNER HOUSE | |||||||
| 386 SMITH ST | PROVIDENCE | RI | 02908 | NONE | PUBLIC | PROGRAM SUPPORT | $7,500 |
| SOUTH COUNTY HEALTH | |||||||
| 100 KENYON AVE | WAKEFIELD | RI | 02879 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| SOUTHERN RHODE ISLAND VOLUNTEERS | |||||||
| PO BOX 1047 | CHARLESTOWN | RI | 02813 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| THE MIRIAM HOSPITAL | |||||||
| 164 SUMMIT AVE | PROVIDENCE | RI | 02906 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| THE TRUDEAU CENTER | |||||||
| 3445 POST ROAD | WARWICK | RI | 02886 | NONE | PUBLIC | PROGRAM SUPPORT | $7,500 |
| TRINITY REPERTORY COMPANY | |||||||
| 201 WASHINGTON STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC | PROGRAM SUPPORT | $7,500 |
| VISITING NURSE HOME & HOSPICE | |||||||
| 1184 E MAIN ROAD | PORTSMOUTH | RI | 02871 | NONE | PUBLIC | PROGRAM SUPPORT | $4,000 |
| WASHINGTON PARK CITIZENS ASSOCIATION INC | |||||||
| 42 JILLSON STREET | PROVIDENCE | RI | 02905 | NONE | PUBLIC | PROGRAM SUPPORT | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $349,690 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,116 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,281 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $243,383 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $408,780 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $408,780 | 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 | HINCKLEY ALLEN & SNYDER | CategoryTxt |
| Amt | $12,650 | Amt |
| Net Investment Income | $12,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE STOCK/FIXED INCOME | BondNm |
| EOY Book Value | $1,201,405 | EOYBookValueAmt |
| EOYFMV | $1,204,823 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK/MUTUAL FUNDS-SEE ATTACHED | StockNm |
| EOY Book Value | $3,068,659 | EOYBookValueAmt |
| EOYFMV | $6,727,420 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSET ADJUSTMENT | Desc |
| Amt | $1,512 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CITIZENS TAX PREP FEE | $175 | $175 | $0 |
| CITIZENS INVESTMENT MGMT | $19,605 | $19,605 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,545 | Amt |
| Net Investment Income | $1,545 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |