WASHINGTON TRUST CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON TRUST CHARITABLE FOUNDATION (EIN 05-0477294)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349103711
- Schema version
- 2017v2.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T19:00:32-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | Grandview Heights | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 1015103664 | 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 | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YVONNE DONALDSON | PreparerPersonNm |
| PTIN | P00043705 | PTIN |
| Phone | 6142327285 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.191.123.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CBC49C15009490F56861C5B0628182A1332DECDB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CBC49C15009490F56861C5B0628182A1332DECDB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,453,216 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $54,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,244 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $161,695 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $627,365 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $161,695 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$2,376 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,847 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $214,055 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,098 | 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 | $829 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $535 | 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 |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $879 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $566,316 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $566,316 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $567,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $566,316 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$353,140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,513 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,320 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,637 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,637 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,275,855 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,115,875 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,770,451 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $813,507 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $634,069 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $638,128 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,117,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,794,581 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,453,216 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,117,682 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,794,581 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,117,682 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,794,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,117,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,794,581 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,117,682 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$353,140 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,463 | OtherIncreasesAmt |
| Subtotal | $1,795,005 | SubtotalAmt |
| Other Decreases | $424 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,794,581 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (73 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 25000. AT&T INC 1.6% 02/15/2017 | 2012-02-08 | 2017-01-06 | $25,000 | $24,970 | $30 | $30 | |
| 150. AECOM | 2011-01-03 | 2017-01-06 | $5,648 | $4,267 | $1,381 | $1,381 | |
| 5. AMAZON.COM INC | 2014-11-18 | 2017-01-06 | $3,919 | $1,636 | $2,283 | $2,283 | |
| 5. AMAZON.COM INC | 2014-11-18 | 2017-08-10 | $4,794 | $1,636 | $3,158 | $3,158 | |
| 75. APPLE COMPUTER | 2017-01-06 | $8,800 | $4,649 | $4,151 | $4,151 | ||
| 15. APPLE COMPUTER | 2012-01-04 | 2017-04-26 | $2,167 | $879 | $1,288 | $1,288 | |
| 25. APPLE COMPUTER | 2012-01-04 | 2017-05-03 | $3,672 | $1,465 | $2,207 | $2,207 | |
| 35. APPLE COMPUTER | 2017-05-24 | $5,387 | $1,971 | $3,416 | $3,416 | ||
| 25. APPLE COMPUTER | 2011-01-03 | 2017-10-03 | $3,869 | $1,178 | $2,691 | $2,691 | |
| 15. APPLE COMPUTER | 2011-01-03 | 2017-11-03 | $2,593 | $707 | $1,886 | $1,886 | |
| 150. BANK OF AMER CORP COM | 2015-07-30 | 2017-01-06 | $3,398 | $2,724 | $674 | $674 | |
| 400. BE AEROSPACE INC | 2015-10-13 | 2017-01-06 | $24,388 | $18,743 | $5,645 | $5,645 | |
| 50. CVS CORP COM | 2012-12-03 | 2017-01-06 | $4,070 | $2,324 | $1,746 | $1,746 | |
| 125. CVS CORP COM | 2017-10-24 | $9,534 | $5,786 | $3,748 | $3,748 | ||
| 75. CVS CORP COM | 2012-07-19 | 2017-11-03 | $5,194 | $3,441 | $1,753 | $1,753 | |
| 15. CELGENE CORP | 2017-11-03 | $1,472 | $1,649 | -$177 | -$177 | ||
| 125. CERNER CORP | 2017-01-06 | $5,931 | $4,473 | $1,458 | $1,458 | ||
| 25. CERNER CORP | 2011-12-05 | 2017-08-10 | $1,544 | $779 | $765 | $765 | |
| 75. CERNER CORP | 2011-12-05 | 2017-10-24 | $5,438 | $2,336 | $3,102 | $3,102 | |
| 150. COGNIZANT TECH SOLUTIONS-A | 2017-01-06 | $8,467 | $5,158 | $3,309 | $3,309 | ||
| 225. COGNIZANT TECH SOLUTIONS-A | 2017-05-24 | $14,832 | $4,943 | $9,889 | $9,889 | ||
| 150. COGNIZANT TECH SOLUTIONS-A | 2006-08-03 | 2017-08-10 | $10,567 | $2,583 | $7,984 | $7,984 | |
| 25. DISNEY WALT | 2015-04-01 | 2017-10-24 | $2,458 | $2,629 | -$171 | -$171 | |
| 400. DUNKIN' BRANDS GROUP INC | 2015-03-04 | 2017-08-29 | $20,458 | $18,218 | $2,240 | $2,240 | |
| 25. FACEBOOK INC-CLASS A | 2014-10-23 | 2017-01-06 | $3,026 | $1,983 | $1,043 | $1,043 | |
| 15. FACEBOOK INC-CLASS A | 2014-10-23 | 2017-08-10 | $2,512 | $1,190 | $1,322 | $1,322 | |
| 25000. FFCB 2.65% 09/22/2021-2017 | 2014-09-16 | 2017-09-22 | $25,000 | $25,000 | |||
| 325. GENERAL ELECTRIC CO | 2016-12-12 | 2017-05-24 | $9,223 | $10,367 | -$1,144 | -$1,144 | |
| 25000. GENERAL ELECTRIC CAP CORP 5.625% 09/15/2 | 2008-06-16 | 2017-01-06 | $25,689 | $24,648 | $1,041 | $1,041 | |
| 375. ISHARES MSCI EAFE ETF | 2012-05-23 | 2017-01-06 | $22,091 | $18,083 | $4,008 | $4,008 | |
| 50. ISHARES RUSSELL 2000 ETF | 2014-11-18 | 2017-04-26 | $7,016 | $5,824 | $1,192 | $1,192 | |
| 300. ISHARES CORE MSCI EMERGING | 2015-08-25 | 2017-01-06 | $13,053 | $11,949 | $1,104 | $1,104 | |
| 125. J P MORGAN CHASE & CO COM | 2017-01-06 | $10,748 | $5,094 | $5,654 | $5,654 | ||
| 25. J P MORGAN CHASE & CO COM | 2011-06-29 | 2017-04-26 | $2,205 | $1,008 | $1,197 | $1,197 | |
| 25. J P MORGAN CHASE & CO COM | 2011-06-29 | 2017-05-03 | $2,174 | $1,008 | $1,166 | $1,166 | |
| 25. J P MORGAN CHASE & CO COM | 2011-06-29 | 2017-05-24 | $2,142 | $1,008 | $1,134 | $1,134 | |
| 25. J P MORGAN CHASE & CO COM | 2017-10-03 | $2,422 | $1,006 | $1,416 | $1,416 | ||
| 25. J P MORGAN CHASE & CO COM | 2010-10-11 | 2017-10-24 | $2,521 | $997 | $1,524 | $1,524 | |
| 100. OMNICOM GRP INC | 2007-06-12 | 2017-01-06 | $8,523 | $5,190 | $3,333 | $3,333 | |
| 125. OMNICOM GRP INC | 2017-10-24 | $8,885 | $5,929 | $2,956 | $2,956 | ||
| 75. OMNICOM GRP INC | 2011-12-05 | 2017-11-03 | $4,959 | $3,368 | $1,591 | $1,591 | |
| 50. OMNICOM GRP INC | 2011-12-05 | 2017-11-03 | $3,313 | $2,246 | $1,067 | $1,067 | |
| 200. OMNICOM GRP INC | 2017-11-06 | $13,305 | $8,793 | $4,512 | $4,512 | ||
| 25. PAYPAL HOLDINGS INC | 2016-02-09 | 2017-11-03 | $1,826 | $823 | $1,003 | $1,003 | |
| 2317.881 PIMCO INCOME FUND-INS | 2014-09-04 | 2017-01-06 | $28,000 | $29,623 | -$1,623 | -$1,623 | |
| 350. SPECTRA ENERGY CORP | 2017-02-23 | $14,333 | $12,187 | $2,146 | $2,146 | ||
| 15. STATE STREET BOSTON CORP COM | 2011-06-29 | 2017-05-24 | $1,223 | $674 | $549 | $549 | |
| 10. STATE STREET BOSTON CORP COM | 2017-10-24 | $969 | $444 | $525 | $525 | ||
| 400. SYNCHRONOSS TECHNOLOGIES INC | 2017-01-06 | $15,516 | $19,522 | -$4,006 | -$4,006 | ||
| 40. THERMO ELECTRON CORP | 2010-10-11 | 2017-01-06 | $5,815 | $1,910 | $3,905 | $3,905 | |
| 15. THERMO ELECTRON CORP | 2011-12-05 | 2017-05-24 | $2,572 | $710 | $1,862 | $1,862 | |
| 10. THERMO ELECTRON CORP | 2011-12-05 | 2017-10-03 | $1,898 | $473 | $1,425 | $1,425 | |
| 427.07 THIRD AVE REAL EST VAL-INST | 2012-08-17 | 2017-01-06 | $13,009 | $10,711 | $2,298 | $2,298 | |
| 150.875 THIRD AVE REAL EST VAL-INST | 2012-08-17 | 2017-04-26 | $5,009 | $3,784 | $1,225 | $1,225 | |
| 30.713 THIRD AVE REAL EST VAL-INST | 2012-08-17 | 2017-05-24 | $1,002 | $770 | $232 | $232 | |
| 130. VARIAN MED SYS INC COM | 2017-01-06 | $11,614 | $8,910 | $2,704 | $2,704 | ||
| 400. VARIAN MED SYS INC COM | 2017-01-17 | $36,035 | $21,263 | $14,772 | $14,772 | ||
| 150. VISA INC-CLASS A SHARES | 2017-01-06 | $12,192 | $3,243 | $8,949 | $8,949 | ||
| 50. VISA INC-CLASS A SHARES | 2010-10-11 | 2017-04-26 | $4,597 | $929 | $3,668 | $3,668 | |
| 25. VISA INC-CLASS A SHARES | 2010-10-11 | 2017-05-03 | $2,307 | $465 | $1,842 | $1,842 | |
| 40. VISA INC-CLASS A SHARES | 2010-10-11 | 2017-05-24 | $3,765 | $744 | $3,021 | $3,021 | |
| 20. VISA INC-CLASS A SHARES | 2010-10-11 | 2017-10-03 | $2,112 | $372 | $1,740 | $1,740 | |
| 15. VISA INC-CLASS A SHARES | 2017-10-24 | $1,621 | $270 | $1,351 | $1,351 | ||
| 25. VISA INC-CLASS A SHARES | 2011-01-03 | 2017-11-03 | $2,780 | $441 | $2,339 | $2,339 | |
| 200. WALGREENS BOOTS ALLIANCE INC | 2015-01-16 | 2017-11-03 | $13,360 | $15,185 | -$1,825 | -$1,825 | |
| 20. WATSCO INC | 2013-04-05 | 2017-01-06 | $2,961 | $1,629 | $1,332 | $1,332 | |
| 15. WATSCO INC | 2013-04-05 | 2017-05-24 | $2,121 | $1,222 | $899 | $899 | |
| 660. WELLS FARGO & CO NEW COM | 2017-03-01 | $39,461 | $16,502 | $22,959 | $22,959 | ||
| 50. PERRIGO CO LTD | 2015-11-13 | 2017-01-06 | $4,306 | $7,344 | -$3,038 | -$3,038 | |
| 150. PERRIGO CO LTD | 2015-11-13 | 2017-04-26 | $10,653 | $22,031 | -$11,378 | -$11,378 | |
| 136. CORE LABORATORIES N.V. | 2011-12-21 | 2017-02-21 | $15,589 | $15,777 | -$188 | -$188 | |
| 255. MOBILEYE NV | 2015-06-26 | 2017-04-26 | $15,749 | $13,877 | $1,872 | $1,872 | |
| CAPITAL GAIN DIVIDENDS | $2,563 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $161,695 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $431,482 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,549,719 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.169227 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $375,367 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,009,310 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.124735 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $378,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,884,021 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.131067 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $388,833 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,564,608 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.151615 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $340,228 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,336,017 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.145644 | DistributionYr5Rt |
| Total Distribution | 0.722288 | TotalDistributionRt |
| Average Distribution | 0.144458 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,366,144 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $341,808 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,125 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $343,933 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $566,316 | 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 | $2,125 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,125 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,125 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $564 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,561 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,125 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Washington Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4013481234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BROAD STREET | AddressLine1Txt |
| City | WESTERLY | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 | $2,374,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,414 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,402,177 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,402,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,366,144 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,125 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,125 | TotalTaxAmt |
| Distributable Before Adj | $116,182 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $30,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $146,182 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $146,182 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $566,316 | 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 | $566,316 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,125 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $564,191 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,182 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $228,216 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $261,798 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $236,570 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $226,785 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $305,076 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,258,445 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $566,316 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $146,182 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $420,134 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,678,579 | 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 | $228,216 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,450,363 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $261,798 | ExcessFromYear4Amt |
| Excess From Year3 | $236,570 | ExcessFromYear3Amt |
| Excess From Year2 | $226,785 | ExcessFromYear2Amt |
| Excess From Year1 | $305,076 | ExcessFromYear1Amt |
| Excess From Current Year | $420,134 | 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 |
|---|---|---|---|---|---|---|---|---|
| Ocean Community YMCA | ||||||||
| 95 HIGH STREET | Westerly | RI | 02891 | NONE | PC | 2016 LEADERSHIP RECOGNITION | $2,000 | |
| Rhode Island Foundation | ||||||||
| ONE UNION STATION | Providence | RI | 02903 | NONE | PC | HIGHER EDUCATION & JOB | $50,000 | |
| OCEAN COMMUNITY YMCA | ||||||||
| 95 HIGH STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $20,000 | |
| HOUSING WORKS RI | ||||||||
| 1070 MAIN STREET | Pawtucket | RI | 02860 | NONE | PC | OPERATONAL | $2,500 | |
| WESTERLY PEE WEE FOOTBALL | ||||||||
| 60 OLD HOPKINTON RD | WESTERLY | RI | 02891 | NONE | PC | OPERATIONAL | $500 | |
| WARM CENTER | ||||||||
| 56 SPRUCE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $5,500 | |
| PROVIDENCE COMMUNITY HEALTH | ||||||||
| 375 ALLENS AVENUE | Providence | RI | 02905 | NONE | PC | OPERATIONAL | $25,000 | |
| BURRILLVILLE PREVENTION ACTION | ||||||||
| PO BOX 231 | HARRISVILLE | RI | 02830 | NONE | NONE | OPERATIONAL | $2,000 | COALITION PURPOSE |
| R I FOUNDATION - CIVIC LEADERSHIP | ||||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | NONE | PC | OPERATIONAL | $2,500 | FUND |
| RICAN PURPOSE | ||||||||
| 805 ALTON CAROLINA ROAD | Charliestown | RI | 02813 | NONE | PC | OPERATIONAL | $500 | |
| OPERATION WARM INC | ||||||||
| 56 SPRUCE STREET | WESTERLY | RI | 02891 | 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 | $1,000 | |
| Town of Charlestown | ||||||||
| 4540 SOUTH COUNTY TRAIL | Charlestown | RI | 02813 | NONE | GOV | CODY CLARKIN'S PROJECT | $500 | |
| The Nature Conservancy | ||||||||
| 159 WATERMAN STREET | Providence | RI | 02906 | NONE | PC | OPERATIONS | $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 | |
| WESTERLY LIBRARY AND WILCOX | ||||||||
| 44 BROAD STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $25,000 | PARK |
| FRIENDS OF SEAHAWK ATHLETICS | ||||||||
| 100 OCHRE POINT AVENUE | Newport | RI | 02840 | NONE | PC | OPERATIONAL | $5,000 | |
| Crossroads Rhode Island | ||||||||
| 160 BROAD STREET | Providence | RI | 02903 | NONE | PC | OPERATIONAL SERVICES | $5,000 | |
| St Raphael Academy | ||||||||
| 123 WALCOTT STREET | Pawtucket | RI | 02860 | NONE | PC | SCHOLARSHIPS | $25,000 | |
| Saint Raphael Academy | ||||||||
| 123 WALCOTT STREET | Pawtucket | RI | 02860 | NONE | PC | OPERATIONS | $25,000 | |
| PARL-PROVIDENCE ANIMAL | ||||||||
| 34 ELBOW STREET | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $1,000 | RESCUE LEAGUE |
| Ocean Community YMCA | ||||||||
| 95 HIGH STREET | Westerly | RI | 02891 | NONE | PC | REACH OUT TO YOUTH CAMPAIGN | $55,000 | |
| Camp Jori | ||||||||
| PO BOX 5299 | Wakefield | RI | 02880 | NONE | PC | OPERATIONS | $250 | |
| Insight | ||||||||
| 43 JEFFERSON BOULEVARD SUITE 1 | Warwick | RI | 02888 | NONE | PC | OPERATIONAL SERVICES | $1,000 | |
| 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 | |
| R I ANIMAL RESCUE LEAGUE | ||||||||
| PO BOX 458 | Wakefield | RI | 028800458 | NONE | PC | OPERATIONAL | $500 | |
| 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 | |
| DAVISVILLE FREE LIBRARY | ||||||||
| 481 DAVISVILLE ROAD | North Kingstown | RI | 02852 | NONE | PC | OPERATIONS | $500 | |
| Jonnycake Center of Westerly | ||||||||
| 23 INDUSTRIAL DRIVE | Westerly | RI | 02891 | NONE | PC | OPERATIONAL SERVICES | $1,500 | |
| Jonnycake Center of Peace Dale | ||||||||
| 1231 KINGSTOWN ROAD | Peace Dale | RI | 02883 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,000 | |
| Institute for Labor Studies & Research | ||||||||
| 99 BALD HILL ROAD | Cranston | RI | 02920 | NONE | PC | OPERATIONAL | $1,000 | (RIILSR) |
| AMOS HOUSE | ||||||||
| 460 PINE STREET | Providence | RI | 02907 | NONE | PC | OPERATIONAL | $500 | |
| Community College of Rhode Island | ||||||||
| 400 EAST AVENUE | Warwick | RI | 02886 | NONE | PC | OPERATIONS | $500 | |
| Ronald McDonald House | ||||||||
| 45 GAY STREET | Providence | RI | 02905 | NONE | PC | OPERATIONS | $5,000 | |
| RI FIRE CHIEFS HONOR FLIGHT HUB | ||||||||
| PO BOX 6041 | Providence | RI | 02940 | NONE | PC | OPERATIONAL | $1,500 | |
| McAuley Ministries | ||||||||
| 622 ELMWOOD AVENUE | Providence | RI | 029073352 | NONE | PC | OPERATIONAL SERVICES | $5,000 | |
| South County Hospital | ||||||||
| 100 KENYON AVENUE | Wakefield | RI | 02879 | NONE | PC | OPERATIONS | $16,666 | |
| 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 | $1,000 | |
| Westerly Armory Restoration Inc | ||||||||
| PO BOX 614 | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $1,000 | |
| The Greater North End Community | ||||||||
| 68 PIERCE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $1,000 | Development Inc |
| Westerly Chamber Foundation | ||||||||
| 1 CHAMBER WAY | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $3,000 | |
| COVENTRY HOUSING ASSOCIATES | ||||||||
| 14 MANCHESTER CIRCLE | Coventry | RI | 028168827 | NONE | PC | OPERATIONAL | $5,000 | CORPORATION |
| Rhode Island Free Clinic | ||||||||
| 655 BROAD STREET | Providence | RI | 02907 | NONE | PC | OPERATIONS | $5,000 | |
| WATCH HILL CONSERVANCY | ||||||||
| 1 BAY STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $500 | |
| 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 | $1,000 | Practice of Non Violence |
| Babcock Smith House Museum | ||||||||
| 124 GRANITE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL PURPOSES | $5,000 | |
| WESTERLY AMBULANCE CORP | ||||||||
| 30 CHESTNUT STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $3,000 | |
| COMMUNITY MARKET AT | ||||||||
| 72 CENTRAL STREET | Narragansett | RI | 028823647 | NONE | PC | OPERATIONAL | $500 | ST PETER'S BY THE SEA |
| University of Rhode Island Foundation | ||||||||
| 79 UPPER COLLEGE ROAD | Kingston | RI | 02881 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| Nathaniel Greene Homestead Association | ||||||||
| 50 TAFT STREET | Coventry | RI | 02816 | NONE | PC | OPERATIONS | $500 | |
| 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 | |
| Person-To-Person | ||||||||
| 1864 POST ROAD | Darien | CT | 06820 | NONE | PC | OPERATIONAL | $500 | |
| TOWN OF WESTERLY | ||||||||
| 39 STATE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $1,400 | Westerly Senior Center |
| 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 | $500 | NEED |
| Block Island Medical Center | ||||||||
| PO BOX 919 | Block Island | RI | 02807 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| West Broadway Neighborhood Assoc | ||||||||
| 1560 WESTMINSTER STREET | Providence | RI | 02909 | NONE | PC | OPERATIONAL SERVICES | $500 | |
| Rhode Island Foundation | ||||||||
| ONE UNION STATION | Providence | RI | 02903 | NONE | PF | CIVIC LEADERSHIP FUND | $20,000 | |
| The Colonial Theatre | ||||||||
| PO BOX 762 | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $5,000 | |
| Greater Providence Chamber Foundation | ||||||||
| 30 EXCHANGE TERRACE | Providence | RI | 02903 | NONE | PC | RI BUSINESS ATTRACTION | $10,000 | |
| 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 | |
| Westerly Area Rest Meals | ||||||||
| 56 SPRUCE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL SERVICES | $10,000 | |
| 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 | $23,000 | |
| 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 | |
| Jewish Alliance | ||||||||
| 401 ELMGROVE AVENUE | Providence | RI | 02906 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| WWII FOUNDATION | ||||||||
| 333 WHITE HORN DRIVE SUITE ONE | Kingston | RI | 02881 | NONE | PF | OPERATIONAL | $5,000 | |
| JIMMY FUND | ||||||||
| 450 BROOKLINE AVENUE | Brookline | MA | 02215 | NONE | PC | OPERATIONAL | $500 | DANA-FARBER |
| GENERAL NATHANAEL GREENE | ||||||||
| 164 GOUGH AVENUE | Coventry | RI | 02816 | NONE | PC | OPERATIONAL | $500 | HOMESTEAD |
| Stand Up For Animals | ||||||||
| 8 PEEPTOAD ROAD | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $1,500 | |
| RI BLACK BUSINESS ASSOCIATION | ||||||||
| THREE REGENCY PLAZA ROOM 3 EAST | Providence | RI | 02903 | NONE | PC | OPERATIONAL | $500 | |
| ST ANNE'S FOOD PANTRY | ||||||||
| 858 MIDDLE STREET | Fall River | MA | 02721 | NONE | PC | OPERATIONAL | $500 | |
| OCEAN COMMUNITY UNITED | ||||||||
| 46 GRANITE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $3,500 | THEATRE INC |
| Station Fire Memorial Foundation | ||||||||
| 20 HALL STREET | East Greenwich | RI | 02818 | NONE | PC | OPERATIONS | $55,000 | |
| 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 | $566,316 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,730 | 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 | $161,695 | 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 (16 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ABBOTT LABORATORIE | 14 | -$9 |
| BOEING CAPITAL COR | 14 | -$384 |
| BUCKEYE UH 09 JUN | 14 | -$185 |
| DAYTON LIBR 03 APR | 14 | -$33 |
| GENERAL ELECTRIC C | 14 | -$240 |
| HOME DEPOT INC 2.2 | 14 | -$76 |
| HUNTINGTON NATIONA | 14 | -$26 |
| JPMORGAN CHASE & C | 14 | -$376 |
| KIMBERLY-CLARK COR | 14 | -$284 |
| OCCIDENTAL PETROLE | 14 | -$42 |
| ORACLE CORP 5.75% | 14 | -$67 |
| ORACLE CORP 2.375% | 14 | -$26 |
| SAN JOSE S 06 FEB | 14 | -$293 |
| STATE STREET BANK | 14 | -$782 |
| UNITEDHEALTH GROUP | 14 | -$17 |
| VERIZON COMMUNICAT | 14 | -$7 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $214,055 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $214,055 | 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 (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25,000 PAR ABBOTT LABORATORIES | $25,047 | $25,953 |
| 25,000 PAR AMERICAN EXPRESS CE | $25,000 | $25,036 |
| 50,000 PAR BOEING CAP CORP SR | $50,623 | $50,293 |
| 25,000 PAR BUCKEYE AZ UN HS DI | $26,807 | $26,044 |
| 25,000 PAR CIT BANK SALT LAKE | $25,000 | $25,878 |
| 25,000 PAR CIT BANK SALT LAKE | $25,000 | $25,520 |
| 25,000 PAR DAYTON OH METRO LIB | $25,102 | $24,935 |
| 25,000 PAR GENERAL ELECTRIC CA | $26,083 | $26,261 |
| 25,000 PAR HOME DEPOT INC 2.25 | $25,078 | $25,072 |
| 50,000 PAR HUNTINGTON NATL 2.2 | $50,040 | $49,992 |
| 25,000 PAR JP MORGAN CHASE & C | $26,449 | $26,213 |
| 25,000 PAR KIMBERLY CLARK CORP | $25,894 | $25,839 |
| 25,000 PAR NEW YORK CITY TRANS | $24,888 | $24,976 |
| 25,000 PAR NEW YORK ST URBAN D | $24,884 | $27,340 |
| 25,000 PAR OCCIDENTAL PETE COR | $25,204 | $25,630 |
| 25,000 PAR ORACLE CORP 5.75% 4 | $25,229 | $25,287 |
| 25,000 PAR ORACLE CORP 2.375% | $25,052 | $25,104 |
| 25,000 PAR PITNEY BOWES INC 5. | $24,938 | $25,125 |
| 25,000 PAR SAN JOSE CA SCH DIS | $26,966 | $26,650 |
| 25,000 PAR STATE STREET BANK & | $25,798 | $25,633 |
| 25,000 PAR UNITED HEALTH GROUP | $25,036 | $24,865 |
| 25,000 PAR VERIZON COMMUNICATI | $25,038 | $26,597 |
| 25,000 PAR WELLS FARGO BK NA S | $24,913 | $23,885 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 175 SHS ALIBABA GROUP HLDG LTD | $14,802 | $30,175 |
| 850 SHS AECOM TECHNOLOGY CORP | $19,697 | $31,578 |
| 35 SHS ALPHABET INC CL A | $19,033 | $36,869 |
| 35 SHS AMAZON.COM INC | $11,349 | $40,931 |
| 425 SHS AMERICAN INTL GROUP IN | $19,211 | $25,322 |
| 75 SHS AMERICAN TOWER CORP REI | $8,321 | $10,700 |
| 115 SHS AMGEN INC | $18,763 | $19,999 |
| 310 SHS APPLE INC | $14,611 | $52,461 |
| 250 SHS BB&T CORP | $12,465 | $12,430 |
| 1,500 SHS BANK OF AMERICA CORP | $27,064 | $44,280 |
| 90 SHS BECTON DICKINSON & CO | $16,308 | $19,265 |
| 35 SHS BLACKROCK INC | $13,960 | $17,980 |
| 120 SHS BOEING CO | $15,402 | $35,389 |
| 300 SHS BROADRIDGE FINL SOLUTI | $16,356 | $27,174 |
| 250 SHS CVS HEALTH CORP | $11,471 | $18,125 |
| 120 SHS CELGENE CORP | $11,064 | $12,523 |
| 500 SHS CERNER CORP | $14,327 | $33,695 |
| 100 SHS CHEVRON CORP | $11,749 | $12,519 |
| 400 SHS CISCO SYS INC | $12,448 | $15,320 |
| 350 SHS COGNIZAN TECHNOLOGY SO | $5,451 | $24,857 |
| 440 SHS COMCAST CORP CL A | $12,276 | $17,622 |
| 150 SHS WALT DISNEY CO | $15,772 | $16,127 |
| 275 SHS DISCOVER FINL SVCS | $16,081 | $21,153 |
| 150 SHS EOG RES INC | $15,851 | $16,187 |
| 350 SHS EXXON MOBIL CORP | $16,753 | $29,274 |
| 185 SHS FACEBOOK INC CL A | $14,392 | $32,645 |
| 150 SHS IQVIA HLDGS INC COM | $13,275 | $14,685 |
| 1,750 SHS ISHARES TR MSCI EAFE | $89,059 | $123,043 |
| 1,200 SHS ISHARES TR RUSSELL 2 | $137,395 | $182,952 |
| 1,450 SHS ISHARES CORE MSCI EM | $57,754 | $82,505 |
| 600 SHS JP MORGAN CHASE & CO | $21,041 | $64,164 |
| 55 SHS JOHNSON & JOHNSON | $7,788 | $7,685 |
| 155 SHS KRAFT HEINZ CO | $11,181 | $12,053 |
| 290 SHS LAUDER ESTEE COS INC | $19,433 | $36,900 |
| 50 SHS LOCKHEED MARTIN CORP | $12,265 | $16,053 |
| 100 SHS MICROSOFT CORP | $7,916 | $8,554 |
| 65 SHS NEXTEERA ENERGY INC | $8,343 | $10,152 |
| 575 SHS PAYPAL HLDGS INC | $18,928 | $42,332 |
| 5,857.834 SHS PIMCO FDS INCOME | $72,364 | $72,696 |
| 185 SHS SCHLUMBERGER LTD | $14,352 | $12,467 |
| 380 SHS STARBUCKS CORP | $20,600 | $21,823 |
| 575 SHS STATE STREET BOSTON CO | $24,245 | $56,126 |
| 300 SHS THERMO FISHER SCIENTIF | $14,143 | $56,964 |
| 1,487.906 SHS THIRD AVENUE REA | $37,317 | $51,080 |
| 250 SHS US BANCORP | $14,155 | $13,395 |
| 50 SHS UNIVERSAL DISPLAY | $6,410 | $8,633 |
| 250 SHS VERIZON COMMUNICATIONS | $13,107 | $13,233 |
| 525 SHS VISA INC CL A | $9,271 | $59,860 |
| 5,045.655 SHS VIRTUS EMERGING | $44,537 | $60,951 |
| 235 SHS WATSCO INC | $16,866 | $39,955 |
| 140 SHS ZIMMER BIOMET HOLDINGS | $17,910 | $16,894 |
| 100 SHS DELPHI TECHNOLOGIES PL | $3,494 | $5,247 |
| 300 SHS APTIV PLC SHS | $17,749 | $25,449 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME POSTED FOLLOWING YEAR | $414 |
| ROUNDING | $10 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER REVENUE | $471 | $0 |
| ABBOTT LABORATORIES 4.125% 27 MAY 2020 | -$9 | -$9 |
| BOEING CAPITAL CORP 2.9% 15 AUG 2018 | -$384 | -$384 |
| BUCKEYE UH 09 JUN 2010 5.125% 01 JUL 20 | -$185 | -$185 |
| DAYTON LIBR 03 APR 2013 2.15% 01 DEC 20 | -$33 | -$33 |
| GENERAL ELECTRIC CO 4.375% 16 SEP 2020 | -$240 | -$240 |
| HOME DEPOT INC 2.25% 10 SEP 2018 | -$76 | -$76 |
| HUNTINGTON NATIONAL BANK 2.2% 01 APR 20 | -$26 | -$26 |
| JPMORGAN CHASE & CO 4.25% 15 OCT 2020 | -$376 | -$376 |
| KIMBERLY-CLARK CORP 3.625% 01 AUG 2020 | -$284 | -$284 |
| OCCIDENTAL PETROLEUM COR3.125%15 FEB 20 | -$42 | -$42 |
| ORACLE CORP 5.75% 15 APR 2018 | -$67 | -$67 |
| ORACLE CORP 2.375% 15 JAN 2019 | -$26 | -$26 |
| SAN JOSE S 06 FEB 2013 4.469% 01 AUG 20 | -$293 | -$293 |
| STATE STREET BANK & TRST 5.25% 15 OCT 2 | -$782 | -$782 |
| UNITEDHEALTH GROUP INC 1.625% 15 MAR 20 | -$17 | -$17 |
| VERIZON COMMUNICATIONS 4.6% 01 APR 2021 | -$7 | -$7 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REVERSAL OF GRANTS FROM PRIOR YEAR | $30,000 |
| PRIOR YEAR INCOME | $463 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $16 | $16 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $294 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $417 | $417 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $102 | $102 | $0 |