PISA FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PISA FOUNDATION (EIN 05-0494285)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-06-18
- IRS object ID
- 202041709349100414
- Schema version
- 2018v3.1
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-18T12:38:45-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050373793 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCEAN STATE JOBBERS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 COMMERCE PARK ROAD | AddressLine1Txt |
| City | NORTH KINGSTOWN | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050494285 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PISA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ALAN PERLMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PISA | BusinessNameControlTxt |
| Phone | 4012952672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 HIDDEN MERE LANE | AddressLine1Txt |
| City | NORTH KINGSTOWN | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN PERLMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4012952672 | PhoneNum |
| Signature | 2020-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OCEAN STATE JOBBERS INC | PreparerPersonNm |
| PTIN | P01430754 | PTIN |
| Phone | 4012952672 | PhoneNum |
| Preparation | 2020-06-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 165.225.38.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-18 | IPDt |
| IP Tm | 13:38:36 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8121CA463AABFA4EFE5158FD2073B628CA1C8F6D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 312C34AF289972756D001A58E488CF684A08060B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,381,434 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $313,297 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $292,802 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $446,685 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $292,802 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $722,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $409,598 | 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 |
| Other Prof Fees Rev And Expnss | $9,308 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,308 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,006 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $293 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $293 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,607 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,607 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $339,177 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $339,177 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $351,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,607 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $339,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $371,111 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $396,991 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,872 | CashBOYAmt |
| Cash EOY | $6,698 | CashEOYAmt |
| Cash EOYFMV | $6,698 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,255 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,717 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,717 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,652,759 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,000,285 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,332,019 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,698,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,049,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,381,434 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,297 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,297 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,094,198 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,094,198 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,584,391 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,955,502 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,678,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,049,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,698,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,049,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,678,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $371,111 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,049,700 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,049,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BANK OF AMERICA 011008510093 - DETAILS AVAILABLE UPON REQUEST | P | $179,352 | $153,883 | $25,469 | $25,469 |
| CAPITAL GAINS DIVIDENDS | P | $267,333 | $267,333 | $267,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $292,802 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $304,916 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,813,943 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052446 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $306,187 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,303,005 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057738 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $287,638 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,966,731 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057913 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $222,219 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,888,304 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045459 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $148,777 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,049,432 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036740 | DistributionYr5Rt |
| Total Distribution | 0.250296 | TotalDistributionRt |
| Average Distribution | 0.050059 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,792,789 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $289,981 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,970 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $293,951 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $339,177 | 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 | $3,970 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,970 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,066 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,066 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,096 | OverpaymentAmt |
| Applied To ES Tax | $4,096 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | ALAN AND ANN PERLMAN | IndividualWithBooksNm |
| Phone | 4012952672 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 HIDDEN MERE LANE | AddressLine1Txt |
| City | NORTH KINGSTOWN | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02852 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN PERLMAN | ||||||||
| 121 HIDDEN MERE LANE | NORTH KINGSTOWN | RI | 02852 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ANN PERLMAN | ||||||||
| 121 HIDDEN MERE LANE | NORTH KINGSTOWN | RI | 02852 | TRUSTEE | 0.25 | $0 | $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 | $5,806,823 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,881,004 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,881,004 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,792,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $289,639 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $289,639 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,970 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,970 | TotalTaxAmt |
| Distributable Before Adj | $285,669 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $285,669 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $285,669 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $339,177 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $339,177 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,970 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $335,207 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $285,669 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $76,737 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $339,177 | QualifyingDistributionsAmt |
| Applied To Year1 | $76,737 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $262,440 | 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 | $23,229 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF RI | |||||||
| 1540 PONTIAC AVE | CRANSTON | RI | 02920 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $20,000 |
| CASTROS KIDS | |||||||
| 375 COMMERCE PARK ROAD | NORTH KINGSTOWN | RI | 02852 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| CONGREGATION SCHAARAI ZEDEK | |||||||
| 3303 WEST SWANN AVENUE | TAMPA | FL | 33609 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| GREGG'S GIVING TREE INC | |||||||
| 214B MAIN STREET | EAST GREENWICH | RI | 02818 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| HOPE AND COMFORT | |||||||
| 659 HIGHLAND AVENUE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $35,677 |
| LINCOLN SCHOOL | |||||||
| 301 BUTLER AVE | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| MAKE A DIFFERENCE FOUNDATION | |||||||
| 1300 DIVISION ROAD SUITE 203 | WEST WARWICK | RI | 02893 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| MARY MARTIN PETTINGELL FOUNDATION | |||||||
| 121 HIDDEN MERE LANE | NORTH KINGSTOWN | RI | 02852 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $6,000 |
| NORTH KINGSTOWN FOOD PANTRY | |||||||
| 445 SCHOOL STREET | NORTH KINGSTOWN | RI | 02852 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $22,500 |
| PROJECT UNDERCOVER | |||||||
| 50 GRECO LANE | WARWICK | RI | 02886 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $120,000 |
| SISTERS OF THE PRESENTATION | |||||||
| 84 PRESENTATION WAY | NEW WINDSOR | NY | 12553 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $339,177 | 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 | $26 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,770 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $292,802 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $409,598 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $409,598 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALAN PERLMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 HIDDEN MERE LANE | AddressLine1Txt |
| City | NORTH KINGSTOWN | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $313,297 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST | $1,434,876 | $2,291,148 |
| TD AMERITRADE | $139,612 | $950,791 |
| VANGUARD | $2,425,797 | $3,090,080 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $293 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $293 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO OSJ | Desc |
| BOY Book Value | $20,297 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $9,308 | Amt |
| Net Investment Income | $9,308 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID - TD AMERITRADE | $6 | $6 | $0 |
| FEDERAL EXCISE TAX | $3,000 | $3,000 | $0 |