WASHINGTON TRUST CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON TRUST CHARITABLE FOUNDATION (EIN 05-0477294)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201921339349103812
- Schema version
- 2018v3.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T17:00:32-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | VP/CHIEF TAXOFC | PersonTitleTxt |
| Phone | 4013481234 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00043705 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.191.122.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1D152853D8F889A3D16535EB14590E0A55E5DEC5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E96BBEAB97804A80D11662801282E93648CCD178 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,938,841 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $43,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,857 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,864 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $534,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,864 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $603 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $167,324 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,721 | 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 Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,705 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $577 | 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 | $2,705 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $577 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $415,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $415,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $417,755 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $577 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $415,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$250,431 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,144 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,637 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $129,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $129,989 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,115,875 | CorporateStockBOYAmt |
| Corporate Stock EOY | $964,069 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,359,361 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $634,069 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $454,451 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $449,491 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,794,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,548,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,938,841 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,794,581 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,548,509 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,794,581 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,548,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,794,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,548,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,794,581 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$250,431 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,483 | OtherIncreasesAmt |
| Subtotal | $1,550,633 | SubtotalAmt |
| Other Decreases | $2,124 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,548,509 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 25000. ABBOTT LABORATORIES 4.125% 27 MAY 2020 | 2018-10-29 | $25,454 | $25,454 | ||||
| 25000. ABBOTT LABORATORIES 4.125% 27 MAY 2020 | 2018-10-29 | ||||||
| 25000. ABBOTT LABORATORIES 4.125% 27 MAY 2020 | 2018-10-29 | $25,453 | $25,031 | 2010-05-25 | $422 | $422 | |
| 100. AECOM | 2018-02-26 | $3,608 | $2,844 | 2011-01-03 | $764 | $764 | |
| 3. AMAZON.COM INC | 2018-02-26 | $4,560 | $973 | 2014-09-17 | $3,587 | $3,587 | |
| 2. AMAZON.COM INC | 2018-05-21 | $3,158 | $649 | 2014-09-17 | $2,509 | $2,509 | |
| 25. AMERICAN INTERNATIONAL GROUP | 2018-02-26 | $1,473 | $1,130 | 2013-07-01 | $343 | $343 | |
| 50. AMERICAN INTERNATIONAL GROUP | 2018-11-21 | $2,152 | $2,260 | 2013-07-01 | -$108 | -$108 | |
| 60. APPLE COMPUTER | 2018-01-10 | $10,382 | $2,828 | 2011-01-03 | $7,554 | $7,554 | |
| 150. BANK OF AMER CORP COM | 2018-01-10 | $4,595 | $2,724 | 2015-07-30 | $1,871 | $1,871 | |
| 50000. BOEING CAPITAL CORP 2.9% 15 AUG 2018 | 2018-08-15 | $50,000 | $50,231 | 2013-06-24 | -$231 | -$231 | |
| 5. BOEING CO | 2018-05-21 | $1,813 | $642 | 2014-12-22 | $1,171 | $1,171 | |
| 25. CERNER CORP | 2018-02-26 | $1,605 | $779 | 2011-12-05 | $826 | $826 | |
| 350. COGNIZANT TECH SOLUTIONS-A | 2018-01-10 | $25,737 | $5,451 | $20,286 | $20,286 | ||
| 25. FACEBOOK INC-CLASS A | 2018-03-23 | $4,047 | $1,983 | 2014-10-23 | $2,064 | $2,064 | |
| 25000. HOME DEPOT INC 2.25% 10 SEP 2018 | 2018-09-10 | $25,000 | $25,001 | 2013-09-19 | -$1 | -$1 | |
| 25. ISHARES MSCI EAFE ETF | 2018-05-21 | $1,790 | $1,206 | 2012-05-23 | $584 | $584 | |
| 50. ISHARES RUSSELL 2000 ETF | 2018-02-26 | $7,704 | $5,824 | 2014-11-18 | $1,880 | $1,880 | |
| 25. ISHARES RUSSELL 2000 ETF | 2018-05-21 | $4,067 | $2,912 | 2014-11-18 | $1,155 | $1,155 | |
| 25. ISHARES CORE MSCI EMERGING | 2018-05-21 | $1,397 | $996 | 2015-08-25 | $401 | $401 | |
| 100. J P MORGAN CHASE & CO COM | 2018-01-10 | $11,055 | $3,988 | 2010-10-11 | $7,067 | $7,067 | |
| 25. J P MORGAN CHASE & CO COM | 2018-02-26 | $2,941 | $916 | $2,025 | $2,025 | ||
| 10. J P MORGAN CHASE & CO COM | 2018-05-21 | $1,121 | $339 | 2011-12-05 | $782 | $782 | |
| 5. KRAFT HEINZ CO/THE | 2018-02-26 | $346 | $361 | 2015-09-10 | -$15 | -$15 | |
| 150. KRAFT HEINZ CO/THE | 2018-11-06 | $7,970 | $10,821 | 2015-09-10 | -$2,851 | -$2,851 | |
| 15. LAUDER ESTEE COS INC CL A | 2018-05-21 | $2,210 | $1,005 | 2013-07-01 | $1,205 | $1,205 | |
| 25000. ORACLE CORP 5.75% 15 APR 2018 | 2018-01-10 | $25,219 | $25,194 | 2008-04-23 | $25 | $25 | |
| 25000. ORACLE CORP 2.375% 15 JAN 2019 | 2018-01-10 | $25,024 | $25,039 | 2013-07-10 | -$15 | -$15 | |
| 125. PAYPAL HOLDINGS INC | 2018-01-10 | $9,831 | $4,115 | 2016-02-09 | $5,716 | $5,716 | |
| 1825.565 PIMCO INCOME FUND-INS | 2018-01-10 | $22,637 | $23,224 | -$587 | -$587 | ||
| 276.044 PIMCO INCOME FUND-INS | 2018-05-21 | $3,307 | $3,401 | 2015-02-05 | -$94 | -$94 | |
| 25000. PITNEY BOWES INC 5.6% 03/15/2018 | 2018-01-10 | $25,013 | $24,938 | 2008-03-06 | $75 | $75 | |
| 25000. STATE STREET BANK & TRST 5.25% 15 OCT 2018 | 2018-10-15 | $25,000 | $25,000 | 2014-05-07 | |||
| 100. STATE STREET BOSTON CORP COM | 2018-01-10 | $10,462 | $4,393 | 2011-03-23 | $6,069 | $6,069 | |
| 15. STATE STREET BOSTON CORP COM | 2018-02-26 | $1,583 | $659 | 2011-03-23 | $924 | $924 | |
| 460. STATE STREET BOSTON CORP COM | 2018-11-06 | $33,171 | $19,193 | $13,978 | $13,978 | ||
| 50. THERMO ELECTRON CORP | 2018-01-10 | $10,255 | $2,367 | 2011-12-05 | $7,888 | $7,888 | |
| 10. THERMO ELECTRON CORP | 2018-02-26 | $2,125 | $473 | 2011-12-05 | $1,652 | $1,652 | |
| 478.073 THIRD AVE REAL EST VAL-INST | 2018-01-10 | $16,541 | $11,990 | 2012-08-17 | $4,551 | $4,551 | |
| 148.248 THIRD AVE REAL EST VAL-INST | 2018-01-12 | $5,175 | $3,718 | 2012-08-17 | $1,457 | $1,457 | |
| 78.244 THIRD AVE REAL EST VAL-INST | 2018-02-26 | $2,663 | $1,962 | 2012-08-17 | $701 | $701 | |
| 783.341 THIRD AVE REAL EST VAL-INST | 2018-11-21 | $23,054 | $19,646 | 2012-08-17 | $3,408 | $3,408 | |
| 250. US BANCORP DEL NEW COM NEW | 2018-11-21 | $13,448 | $14,155 | 2017-03-01 | -$707 | -$707 | |
| 100. VISA INC-CLASS A SHARES | 2018-01-10 | $11,818 | $1,766 | 2011-01-03 | $10,052 | $10,052 | |
| 15. VISA INC-CLASS A SHARES | 2018-02-26 | $1,855 | $265 | 2011-01-03 | $1,590 | $1,590 | |
| 10. VISA INC-CLASS A SHARES | 2018-05-21 | $1,303 | $177 | 2011-01-03 | $1,126 | $1,126 | |
| 1819.839 VIRTUS VNTBL EM MKTS OPP-I | 2018-01-10 | $22,457 | $16,150 | $6,307 | $6,307 | ||
| 391.741 VIRTUS VNTBL EM MKTS OPP-I | 2018-01-12 | $4,858 | $3,447 | 2012-01-04 | $1,411 | $1,411 | |
| 10. WATSCO INC | 2018-02-26 | $1,678 | $765 | $913 | $913 | ||
| 100. DELPHI TECHNOLOGIES PLC | 2018-01-10 | $5,849 | $3,494 | 2014-08-25 | $2,355 | $2,355 | |
| CAPITAL GAIN DIVIDENDS | $779 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,864 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $564,191 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,366,144 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.238443 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $431,482 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,549,719 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.169227 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $375,367 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,009,310 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.124735 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $378,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,884,021 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.131067 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $388,833 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,564,608 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.151615 | DistributionYr5Rt |
| Total Distribution | 0.815087 | TotalDistributionRt |
| Average Distribution | 0.163017 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,134,031 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $347,883 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,661 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $349,544 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $415,050 | 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 | $1,661 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,661 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,661 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,128 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,128 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $467 | OverpaymentAmt |
| Applied To ES Tax | $467 | 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 | $2,112,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,709 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,166,529 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,166,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,498 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,134,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,661 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,661 | TotalTaxAmt |
| Distributable Before Adj | $105,041 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $6,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,041 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,041 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $415,050 | 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 | $415,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,661 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $413,389 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,041 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $261,798 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $236,570 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $226,785 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $305,076 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $420,134 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,450,363 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $415,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,041 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $304,009 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,754,372 | 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 | $261,798 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,492,574 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $236,570 | ExcessFromYear4Amt |
| Excess From Year3 | $226,785 | ExcessFromYear3Amt |
| Excess From Year2 | $305,076 | ExcessFromYear2Amt |
| Excess From Year1 | $420,134 | ExcessFromYear1Amt |
| Excess From Current Year | $304,009 | 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 (96 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 |
|---|---|---|---|---|---|---|---|---|
| CRANSTON PUBLIC LIBRARY | ||||||||
| 140 SOCKANOSSET CROSS ROAD | CRANSTON | RI | 02920 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| FROSTY DREW NATURE CENTER | ||||||||
| PO BOX 160 | CHARLESTOWN | RI | 02813 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| 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 | |
| WARM CENTER | ||||||||
| 56 SPRUCE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $500 | |
| SHRI SERVICE CORPS | ||||||||
| 21 BROAD ST | PAWTUCKET | RI | 02860 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| SOUTH COUNTY HABITAT FOR HUMANITY | ||||||||
| 1555 SHANNOCK RD | CHARLESTOWN | RI | 02813 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| TRI-COUNTY COMMUNITY ACTION | ||||||||
| 1935 KINGSTOWN RD | WAKEFIELD | RI | 02879 | NONE | PC | CHARITABLE CONTRIBUTION | $500 | |
| RHODE ISLAND INAUGURATION 2019 | ||||||||
| 1 PARK ROW 5TH FLOOR | PROVIDENCE | RI | 02903 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| RHODE ISLAND PARENT INFORMATION NETWORK | ||||||||
| 1210 PONTIAC AVE | CRANSTON | RI | 02920 | NONE | PC | OPERATIONAL | $500 | |
| RHODE ISLAND OFFICE OF THE POSTSECONDARY | ||||||||
| 560 JEFFERSON BLVD STE 100 | WARWICK | RI | 02886 | NONE | PC | OPERATIONAL | $2,000 | COMMISSIONER |
| 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 | $6,000 | |
| DORCAS INTERNATIONAL INSTITUTE | ||||||||
| 645 ELMWOOD AVE | PROVIDENCE | RI | 02907 | NONE | PC | OPERATIONAL | $1,000 | OF RHODE ISLAND |
| JEWISH SENIORS AGENCY | ||||||||
| 1165 N MAIN ST | PROVIDENCE | RI | 02904 | NONE | PC | OPERATIONAL | $1,000 | |
| NEW URBAN ARTS | ||||||||
| 705 WESTMINSTER ST | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONAL | $500 | |
| ONE NEIGHBORHOOD BUILDERS | ||||||||
| 66 CHAFFEE ST | PROVIDENCE | RI | 02909 | NONE | PC | OPERATIONAL | $5,000 | |
| PROVIDENCE TOURISM FUND | ||||||||
| PO BOX 6565 | PROVIDENCE | RI | 029406565 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| OCEAN COMMUNITY CHAMBER FOUNDATION | ||||||||
| ONE CHAMBER WAY | WESTERLY | RI | 02891 | NONE | PC | CHARITABLE CONTRIBUTION | $20,000 | |
| PROVIDENCE FOUNDATION | ||||||||
| 30 EXCHANGE TER | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONAL | $1,000 | |
| PROVIDENCE HOUSING AUTHORITY | ||||||||
| 100 BROAD ST | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONAL | $500 | |
| THE PROVIDENCE PROMISE | ||||||||
| TWO REGENCY PLAZA STE 4 | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONAL | $5,000 | |
| PROVIDENCE PUBLIC LIBRARY | ||||||||
| 225 WASHINGTON ST | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONAL | $5,000 | |
| PROVIDENCE GRIDIRON CLUB | ||||||||
| 12 CHANDLER DR | COVENTRY | RI | 02816 | NONE | PF | OPERATIONAL | $3,000 | |
| USS GROTON SAIL FOUNDATION | ||||||||
| PO BOX 7275 | GROTON | CT | 06360 | NONE | PC | OPERATIONAL | $1,000 | |
| WEST ELMWOOD HOUSING DEVELOPMENT | ||||||||
| 224 DEXTER ST | PROVIDENCE | RI | 02907 | NONE | PC | OPERATIONAL | $1,000 | CORP |
| GREATER PROVIDENCE YMCA | ||||||||
| 21 PEACE ST 6TH FLOOR | PROVIDENCE | RI | 02907 | NONE | PC | OPERATIONAL | $3,500 | |
| 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 | $12,000 | ENTREPRENEURSHIP |
| PAWTUCKET CENTRAL FALLS DEVELOPMENT | ||||||||
| 204 BROAD STREET | PAWTUCKET | RI | 02860 | NONE | PC | OPERATIONAL | $2,500 | |
| FRIENDS OF RHODE ISLAND CASA | ||||||||
| 1 DORRANCE ST | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONAL | $2,500 | |
| 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 | $1,000 | |
| MISQUAMICUT BUSINESS ASSOCIATION | ||||||||
| PO BOX 1302 | WESTERLY | RI | 02891 | NONE | PC | OPERATIONAL | $1,000 | |
| MAKE A WISH FOUNDATION OF | ||||||||
| 1 STATE ST | PROVIDENCE | RI | 02908 | NONE | PC | OPERATIONAL | $1,000 | RHODE ISLAND |
| MENTOR RHODE ISLAND | ||||||||
| 2065 WARWICK AVE UNIT 1 | WARWICK | RI | 02889 | NONE | PC | OPERATIONAL | $1,000 | |
| 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 | |
| RICHMOND SENIOR CENTER | ||||||||
| 5 RICHMOND TOWNHOUSE RD | Wyoming | RI | 028981247 | NONE | PC | OPERATIONAL | $2,500 | |
| Brown University | ||||||||
| COLLEGE HILL | Providence | RI | 02912 | NONE | PC | ONCOLOGY GROUP | $10,000 | |
| 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 | $5,000 | |
| Ocean Community YMCA | ||||||||
| 95 HIGH STREET | Westerly | RI | 02891 | NONE | PC | REACH OUT TO YOUTH CAMPAIGN | $77,250 | |
| Camp Jori | ||||||||
| PO BOX 5299 | Wakefield | RI | 02880 | NONE | PC | OPERATIONS | $2,500 | |
| ASHAWAY FREE LIBRARY | ||||||||
| PO BOX 70 | Ashaway | RI | 02804 | NONE | PC | OPERATIONAL | $500 | |
| United Way of Rhode Island | ||||||||
| 50 VALLEY STREET | Providence | RI | 02909 | NONE | PC | OPERATIONS | $56,000 | |
| 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 | |
| Phoenix House | ||||||||
| 99 WAYLAND AVENUE SUITE 99 | Providence | RI | 02906 | NONE | PC | OPERATIONAL EXPENSES | $1,500 | |
| Ocean Tides School | ||||||||
| 635 OCEAN ROAD | Narragansett | RI | 02882 | NONE | PC | OPERATIONS | $6,000 | |
| Jonnycake Center of Westerly | ||||||||
| 23 INDUSTRIAL DRIVE | Westerly | RI | 02891 | NONE | PC | OPERATIONAL SERVICES | $500 | |
| Jonnycake Center of Peace Dale | ||||||||
| 1231 KINGSTOWN ROAD | Peace Dale | RI | 02883 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,500 | |
| Hope Valley Grange & Community Center | ||||||||
| PO BOX 354 | Hope Valley | RI | 02832 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | |
| Day One | ||||||||
| 100 MEDWAY STREET | Providence | RI | 02906 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Institute for Labor Studies & Research | ||||||||
| 99 BALD HILL ROAD | Cranston | RI | 02920 | NONE | PC | OPERATIONAL | $1,000 | (RIILSR) |
| Community College of Rhode Island | ||||||||
| 400 EAST AVENUE | Warwick | RI | 02886 | NONE | PC | OPERATIONS | $15,000 | |
| Rhode Island Community Food Bank | ||||||||
| 200 NIANTIC AVENUE | Providence | RI | 02907 | NONE | PC | OPERATIONS | $1,000 | Association |
| Ronald McDonald House | ||||||||
| 45 GAY STREET | Providence | RI | 02905 | 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 | $500 | |
| 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 | |
| Westerly Armory Restoration Inc | ||||||||
| PO BOX 614 | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $2,500 | |
| Connecting Children & Families | ||||||||
| 46 HOPE STREET | Woonsocket | RI | 02895 | NONE | PC | OPERATIONS | $500 | |
| Westerly Chamber Foundation | ||||||||
| 1 CHAMBER WAY | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $3,000 | |
| Grow Smart Rhode Island | ||||||||
| 235 PROMENADE STREET SUITE 550 | Providence | RI | 02908 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Rhode Island Free Clinic | ||||||||
| 655 BROAD STREET | Providence | RI | 02907 | NONE | PC | OPERATIONS | $5,000 | |
| Community 2000 Education Foundation | ||||||||
| PO BOX 1161 | Charlestown | RI | 02813 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| Institute for the Study & | ||||||||
| 265 OXFORD STREET | Providence | RI | 02905 | NONE | PC | OPERATIONS | $500 | Practice of Non Violence |
| Babcock Smith House Museum | ||||||||
| 124 GRANITE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL PURPOSES | $1,000 | |
| 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 | $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 | |
| NEW HAVEN SYMPHONY ORCHESTRA | ||||||||
| 4 HAMILTON STREET | New Haven | CT | 06511 | NONE | PC | OPERATIONS | $500 | |
| Glastonbury Food and Fuel Bank | ||||||||
| 300 WELLES STREET | Glastonbury | CT | 06033 | NONE | PC | OPERATIONS | $500 | |
| R I CENTER ASSISTING THOSE IN | ||||||||
| 805 ALTON CAROLINA ROAD | Charlestown | RI | 02813 | NONE | PC | OPERATIONAL | $800 | NEED |
| 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 | PF | CIVIC LEADERSHIP FUND | $22,500 | |
| 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 | |
| SAN MIGUEL SCHOOL | ||||||||
| 525 BRANCH AVENUE | Providence | RI | 029042287 | NONE | PC | OPERATIONAL | $18,000 | |
| Rhode Island Spotlight | ||||||||
| PO BOX 2412 | Providence | RI | 02903 | NONE | PC | OPERATIONS | $5,000 | |
| Helping Hands of Block Island Inc | ||||||||
| PO BOX 1437 | Block Island | RI | 02807 | NONE | PC | OPERATIONAL | $500 | |
| RI BLACK BUSINESS ASSOCIATION | ||||||||
| THREE REGENCY PLAZA ROOM 3 EAST | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $500 | |
| LISC Rhode Island | ||||||||
| 146 CLIFFORD STREET 1 | Providence | RI | 02903 | NONE | PC | OPERATIONS | $5,000 | |
| READ TO SUCCEED | ||||||||
| 6 WATER VALLEY ROAD | Hope | RI | 02831 | NONE | PC | OPERATIONAL | $500 | |
| Rhode Island for Community & Justice | ||||||||
| 80 WASHINGTON STREET OFFICE 450 | Providence | RI | 02903 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| 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 | $415,050 | 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 | $43,857 | 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 | $122,864 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $603 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $167,324 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,324 | 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 (24 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25,000 PAR ABBOTT LABORATORIES | $25,000 | $24,680 |
| 25,000 PAR AMERICAN EXPRESS CE | ||
| 50,000 PAR BOEING CAP CORP SR | ||
| 25,000 PAR BUCKEYE AZ UN HS DI | $26,070 | $25,569 |
| 25,000 PAR CIT BANK SALT LAKE | $25,000 | $24,522 |
| 25,000 PAR CIT BANK SALT LAKE | $25,000 | $24,157 |
| 25,000 PAR DAYTON OH METRO LIB | $25,033 | $24,720 |
| 25,000 PAR GENERAL ELECTRIC CA | $25,567 | $24,964 |
| 25,000 PAR HOME DEPOT INC 2.25 | ||
| 50,000 PAR HUNTINGTON NATL 2.2 | $50,011 | $49,902 |
| 25,000 PAR JP MORGAN CHASE & C | $25,669 | $25,450 |
| 25,000 PAR KIMBERLY CLARK CORP | $25,603 | $25,237 |
| 25,000 PAR NEW YORK CITY TRANS | $24,894 | $24,250 |
| 25,000 PAR NEW YORK ST URBAN D | $24,884 | $26,679 |
| 25,000 PAR OCCIDENTAL PETE COR | $25,147 | $24,860 |
| 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 | $26,664 | $26,091 |
| 25,000 PAR STATE STREET BANK & | ||
| 25,000 PAR UNITED HEALTH GROUP | $25,011 | $24,932 |
| 25,000 PAR VERIZON COMMUNICATI | $25,022 | $25,811 |
| 25,000 PAR WELLS FARGO BK NA S | $24,913 | $22,673 |
| 25000 WELLS FARGO BANK NA 3.2% | $24,963 | $24,994 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 175 SHS ALIBABA GROUP HLDG LTD | $14,802 | $23,987 |
| 850 SHS AECOM TECHNOLOGY CORP | $16,853 | $19,875 |
| 35 SHS ALPHABET INC CL A | $19,033 | $36,574 |
| 35 SHS AMAZON.COM INC | $9,728 | $45,059 |
| 425 SHS AMERICAN INTL GROUP IN | $15,821 | $13,794 |
| 75 SHS AMERICAN TOWER CORP REI | $8,321 | $11,864 |
| 115 SHS AMGEN INC | $18,763 | $22,387 |
| 310 SHS APPLE INC | $11,783 | $39,435 |
| 250 SHS BB&T CORP | $12,465 | $10,830 |
| 1,500 SHS BANK OF AMERICA CORP | $24,340 | $33,264 |
| 90 SHS BECTON DICKINSON & CO | $16,308 | $20,279 |
| 35 SHS BLACKROCK INC | $13,960 | $13,749 |
| 120 SHS BOEING CO | $14,761 | $37,088 |
| 300 SHS BROADRIDGE FINL SOLUTI | $16,356 | $28,875 |
| 250 SHS CVS HEALTH CORP | $11,471 | $16,380 |
| 120 SHS CELGENE CORP | $11,064 | $7,691 |
| 500 SHS CERNER CORP | $13,548 | $24,909 |
| 100 SHS CHEVRON CORP | $11,749 | $10,879 |
| 400 SHS CISCO SYS INC | $12,448 | $17,332 |
| 350 SHS COGNIZAN TECHNOLOGY SO | ||
| 440 SHS COMCAST CORP CL A | $12,276 | $14,982 |
| 150 SHS WALT DISNEY CO | $15,772 | $16,448 |
| 275 SHS DISCOVER FINL SVCS | $16,081 | $16,220 |
| 150 SHS EOG RES INC | $15,851 | $13,082 |
| 350 SHS EXXON MOBIL CORP | $16,753 | $23,867 |
| 185 SHS FACEBOOK INC CL A | $12,409 | $20,974 |
| 150 SHS IQVIA HLDGS INC COM | $13,275 | $17,426 |
| 1,750 SHS ISHARES TR MSCI EAFE | $87,853 | $101,396 |
| 1,200 SHS ISHARES TR RUSSELL 2 | $128,659 | $150,638 |
| 1,450 SHS ISHARES CORE MSCI EM | $56,758 | $67,189 |
| 600 SHS JP MORGAN CHASE & CO | $15,799 | $45,393 |
| 55 SHS JOHNSON & JOHNSON | $7,788 | $7,098 |
| 155 SHS KRAFT HEINZ CO | ||
| 290 SHS LAUDER ESTEE COS INC | $18,428 | $35,778 |
| 50 SHS LOCKHEED MARTIN CORP | $12,265 | $13,092 |
| 100 SHS MICROSOFT CORP | $7,916 | $10,157 |
| 65 SHS NEXTERA ENERGY INC | $8,343 | $11,298 |
| 575 SHS PAYPAL HLDGS INC | $14,813 | $37,841 |
| 5,857.834 SHS PIMCO FDS INCOME | $45,738 | $44,361 |
| 185 SHS SCHLUMBERGER LTD | $14,352 | $6,675 |
| 380 SHS STARBUCKS CORP | $20,600 | $24,472 |
| 575 SHS STATE STREET BOSTON CO | ||
| 300 SHS THERMO FISHER SCIENTIF | $11,303 | $53,710 |
| 1,487.906 SHS THIRD AVENUE REA | ||
| 250 SHS US BANCORP | ||
| 50 SHS UNIVERSAL DISPLAY | $6,410 | $4,679 |
| 250 SHS VERIZON COMMUNICATIONS | $13,107 | $14,055 |
| 525 SHS VISA INC CL A | $7,064 | $52,776 |
| 5,045.655 SHS VIRTUS EMERGING | $24,940 | $28,227 |
| 235 SHS WATSCO INC | $16,101 | $31,307 |
| 140 SHS ZIMMER BIOMET HOLDINGS | $17,910 | $14,521 |
| 100 SHS DELPHI TECHNOLOGIES PL | ||
| 300 SHS APTIV PLC | $17,749 | $18,471 |
| 135 SHS AKAMI TECHNOLOGIES INC | $9,342 | $8,246 |
| 20 SHS EQUINIX INC | $7,531 | $7,051 |
| 175 SHS MONDELEZ INTL INC | $7,579 | $7,005 |
| 50 SHS NVIDIA CORP | $9,730 | $6,675 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME POSTED FOLLOWING YEAR | $563 |
| FEDERAL TAXES PAID WITH 2017 EXTENSION | $1,561 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| REVERSAL OF GRANTS FROM PRIOR YEAR | $6,000 |
| PRIOR YEAR INCOME | $414 |
| COST BASIS ADJUSTMENT | $69 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $2,128 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $482 | $482 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $95 | $95 | $0 |