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BILLY ANDRADE-BRAD FAXON CHARITIES FOR CHILDREN INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BILLY ANDRADE-BRAD FAXON CHARITIES FOR CHILDREN INC (EIN 05-0476331)
Tax period
2017-10-01 to 2018-09-30
Filed
2018-12-18
IRS object ID
201823529349300607
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-12-18T08:28:08-06:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050353162PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PICCERELLI GILSTEIN & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1144 WESTMINSTER STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP029032282ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050476331EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BILLY ANDRADE-BRAD FAXON CHARITIESBusinessNameLine1Txt
Business Name Line2FOR CHILDREN INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBILLBusinessNameControlTxt
Phone4018310200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PICCERELLI GILSTEIN 144 WESTMINSTERAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02903ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM F LUNNIEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4018310200PhoneNum
Signature2018-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM J PICCERELLIPreparerPersonNm
PTINP00008456PTIN
Phone4018310200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.183.170.60IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-08IPDt
IP Tm12:13:07IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE58CC481D236DBFDD59F03DB122B2C1E56C254E4AtSubmissionCreationDeviceId
At Submission Filing Device IdAB9C7AE5756CC0FCEDA19C8F037AF5A393DC2B7CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM F LUNNIEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3305AddressLine1Txt
CitySOUTH ATTLEBOROCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02703ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,115,318GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ANDRADEFAXONCHARITIES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateRILegalDomicileStateCd
Activity Or MissionORGANIZATION SUPPORTS VARIOUS CHARITABLE ENDEAVORS CONCENTRATING IN THE NEEDS OF CHILDREN.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$45,665PYContributionsGrantsAmt
CY Contributions Grants$47,974CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$95,901PYInvestmentIncomeAmt
CY Investment Income$150,349CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$141,566PYTotalRevenueAmt
CY Total Revenue$198,323CYTotalRevenueAmt
PY Grants And Similar Paid$296,528PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$303,583CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$15,200PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$15,166CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,205PYOtherExpensesAmt
CY Other Expenses$8,610CYOtherExpensesAmt
PY Total Expenses$316,933PYTotalExpensesAmt
CY Total Expenses$327,359CYTotalExpensesAmt
PY Revenues Less Expenses-$175,367PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$129,036CYRevenuesLessExpensesAmt
Total Assets BOY$2,905,153TotalAssetsBOYAmt
Total Assets EOY$2,789,437TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,905,153NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,789,437NetAssetsOrFundBalancesEOYAmt
MissionBILLY ANDRADE-BRAD FAXON CHARITIES FOR CHILDREN, INC. WAS ORGANIZED TO SUPPORT VARIOUS CHARITABLE ENDEAVORS CONCENTRATING IN SUPPORTING THE NEEDS OF CHILDREN.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$304,212ExpenseAmt
Grant$303,583GrantAmt
DescTO PROVIDE CHILDREN'S CHARITIES WITH FUNDING TO MAINTAIN THE HEALTH, EDUCATION, AND/OR GENERAL WELFARE OF CHILDREN.Desc
Total Program Service Expenses$304,212TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAYMOND COOGAN TREASURERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4018310200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3305AddressLine1Txt
CitySOUTH ATTLEBOROCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02703ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
WILLIAM T ANDRADE
DIRECTOR2.00Yes (X)$0$0$0
BRADFORD J FAXON JR
DIRECTOR2.00Yes (X)$0$0$0
RUSSELL A BOSS
DIRECTOR0.50Yes (X)$0$0$0
BRADFORD R BOSS
DIRECTOR0.50Yes (X)$0$0$0
J TERRENCE MURRAY
DIRECTOR0.50Yes (X)$0$0$0
JODY L ANDRADE
DIRECTOR0.50Yes (X)$0$0$0
JOHN P ANDRADE
DIRECTOR0.50Yes (X)$0$0$0
MATTHEW T MARCELLO III HINCKLEY
DIRECTOR0.50Yes (X)$0$0$0
THOMAS M RYAN
DIRECTOR0.50Yes (X)$0$0$0
THOMAS F HUDSON THE HUDSON COMPANIE
DIRECTOR0.50Yes (X)$0$0$0
THOMAS F GILBANE
DIRECTOR0.50Yes (X)$0$0$0
DORY RICCI FAXON
DIRECTOR0.50Yes (X)$0$0$0
ANDREW J BERG
DIRECTOR0.50Yes (X)$0$0$0
ELIZABETH Z CHACE
DIRECTOR0.50Yes (X)$0$0$0
WILLIAM F LUNNIE
PRESIDENT & DIRECTOR1.50$0$0$0Yes (X)
DAVID H CHASE
VICE PRESIDENT & DIRECTOR0.50$0$0$0Yes (X)
RAYMOND H COOGAN
SECRETARY, TREASURER & DIR2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$47,974AllOtherContributionsAmt
Total Contributions$47,974TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$86,972TotalRevenueColumnAmt
Related Or Exempt Func Income$86,972RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$980,372SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$916,995SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$63,377SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$63,377TotalRevenueColumnAmt
Related Or Exempt Func Income$63,377RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$198,323TotalRevenueColumnAmt
Related Or Exempt Func Income$150,349RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$303,583TotalAmt
Program Services$303,583ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,943TotalAmt
Management And General$13,943ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,223TotalAmt
Management And General$1,223ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,415TotalAmt
Management And General$1,415ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,633TotalAmt
Program Services$629ProgramServicesAmt
Management And General$1,004ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$959TotalAmt
Management And General$959ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$248TotalAmt
Management And General$248ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
CHARITABLE CONTRIBUTION$2,000$2,000
TELEPHONE$1,099$1,099
TRAVEL EXPENSE$984$984
WEB-SITE HOSTING$252$252

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$20TotalAmt
Management And General$20ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$327,359TotalAmt
Program Services$304,212ProgramServicesAmt
Management And General$23,147ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$173,108BOYAmt
EOY$30,522EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$1,356EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,732,045BOYAmt
EOY$2,757,559EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,905,153BOYAmt
EOY$2,789,437EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,905,153BOYAmt
EOY$2,789,437EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,905,153BOYAmt
EOY$2,789,437EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,905,153BOYAmt
EOY$2,789,437EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$129,036ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$13,320OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$354,326CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$82,837CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$388,859CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$363,127CurrentTaxYearMinus1YearAmt
Current Tax Year$47,974CurrentTaxYearAmt
Total$1,071,449TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$354,326CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$82,837CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$388,859CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$363,127CurrentTaxYearMinus1YearAmt
Current Tax Year$47,974CurrentTaxYearAmt
Total$1,071,449TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,071,449PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$117,950CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$112,132CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$101,271CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$75,070CurrentTaxYearMinus1YearAmt
Current Tax Year$86,972CurrentTaxYearAmt
Total$493,395TotalAmt
FieldValueIRS element (for citing)
Total Support$1,564,844TotalSupportAmt
Public Support CY1700.68470PublicSupportCY170Pct
Public Support PY1700.70790PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,905,153BeginningYearBalanceAmt
Contributions$47,974ContributionsAmt
Investment Earnings Or Losses$163,670InvestmentEarningsOrLossesAmt
Other Expenditures$327,360OtherExpendituresAmt
End Year Balance$2,789,437EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,915,172BeginningYearBalanceAmt
Contributions$45,665ContributionsAmt
Investment Earnings Or Losses$261,252InvestmentEarningsOrLossesAmt
Other Expenditures$316,936OtherExpendituresAmt
End Year Balance$2,905,153EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,922,350BeginningYearBalanceAmt
Contributions$126,515ContributionsAmt
Investment Earnings Or Losses$206,845InvestmentEarningsOrLossesAmt
Other Expenditures$340,540OtherExpendituresAmt
End Year Balance$2,915,172EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,425,694BeginningYearBalanceAmt
Contributions$31,033ContributionsAmt
Investment Earnings Or Losses-$170,604InvestmentEarningsOrLossesAmt
Other Expenditures$363,773OtherExpendituresAmt
End Year Balance$2,922,350EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,501,403BeginningYearBalanceAmt
Contributions$34,316ContributionsAmt
Investment Earnings Or Losses$265,848InvestmentEarningsOrLossesAmt
Other Expenditures$375,873OtherExpendituresAmt
End Year Balance$3,425,694EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TO USE INCOME FROM THE ENDOWMENT FUNDS TO PROVIDE CHILDREN'S CHARITIES WITH FUNDING TO MAINTAIN HEALTH, EDUCATION AND/OR GENERAL WELFARE OF CHILDREN.
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION'S MANAGEMENT TO INTERNALLY MONITOR POSITIONS TAKEN TO DETERMINE WHETHER ANY ARE UNCERTAIN. A TAX POSITION IS TAKEN IF IT IS DETERMINED THAT THE POSITION WILL "MORE-LIKELY-THAN-NOT" BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. THE ORGANIZATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN, AND HAS CONCLUDED THAT THERE WERE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT CURRENTLY SUBJECT TO AUDITS FOR ANY TAX PERIODS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (38 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ATTLEBORO AREA COUNCIL FOR CHILDREN
4 HODGES STREET ATTLEBOROATTLEBOROMA02703223172923501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
BIG BROTHERS BIG SISTERS OCEAN STATE
1540 PONTIAC AVE 2CRANSTONRI02920222606942501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
BOYS & GIRLS CLUB OF FALL RIVER
802 BEDFORD STREETFALL RIVERMA02733042103923501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
BOYS AND GIRLS CLUB OF NEWPORT COUNTY
95 CHURCH STREETNEWPORTRI02840050281572501 (C)(3)$8,500CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
BOYS & GIRLS CLUB OF PAWTUCKET
ONE MEELER PLACEPAWTUCKETRI02861050258924501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
BOYS AND GIRLS CLUB OF PROVIDENCE
550 WICKENDEN STREETPROVIDENCERI02903050258929501 (C)(3)$6,500CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
BOYS & GIRLS CLUB OF WARWICK
42 FREDERICKI STREETWARWICKRI02888056019193501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
BOYS & GIRLS CLUB OF TAUNTON
31 COURT STREETTAUNTONMA02780042133246501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
CAMP RUGGLES
113 STONE DAM ROADSCITUATERI02857237448135501 (C)(3)$7,500CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
CAMP SUREFIRE FOUNDATION
290 HOPE STREETBRISTOLRI02809264816130501 (C)(3)$7,200CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
CHILDRENS FRIEND AND SERVICE
153 SUMMER STREETPROVIDENCERI02903050258819501 (C)(3)$6,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
COLLEGE CRUSADE
134 THURBERS AVE 111PROVIDENCERI02905223031765501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
COMMUNITY BOATING CENTER
109 INDIA STREETPROVIDENCERI02903222946979501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
COMMUNITY PREPARATION SCHOOL
126 SOMERSET STREETPROVIDENCERI02907222485332501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
COMMUNITY STRINGS PROJECT
PO BOX 513BRISTOLRI02809270676956501 (C)(3)$5,750CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
CONNECTING FOR CHILDREN & FAMILIES
46 HOPE STREETWOONSOCKETRI02895050475635501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
EAST BAY COMMUNITY ACTION PROGRAM
19 BROADWAYNEWPORTRI02840050310024501 (C)(3)$5,089CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
EAST BAY FOOD PANTRY
150 FRANKLIN STREETBRISTOLRI02809254757945501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
EDESIA
88 ROYAL LITTLE DRIVEPROVIDENCERI02904260359866501 (C)(3)$7,500CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
GOLF FOUNDATION OF RI
ONE BUTTON HOLE DRIVE STE 1PROVIDENCERI02909050497481501 (C)(3)$6,005CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
HIGHLANDER CHARTER SCHOOL
42 LEXINGTON AVEPROVIDENCERI02907223115046501 (C)(3)$6,200CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
LEARNING COMMUNITY
21 LINCOLN AVENUECENTRAL FALLSRI02863470942849501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
LUCY'S HEARTH
419 VALLEY ROADMIDDLETOWNRI02842222566612501 (C)(3)$6,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
MEETING STREET SCHOOL
1000 EDDY STREETPROVIDENCERI02905050269232501 (C)(3)$7,300CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
PEOPLE INCORPORATED
4 S MAIN STREETFALL RIVERMA02721205177577501 (C)(3)$5,976CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
PROVIDENCE IN TOWN CHURCHES
PO BOX 5639PROVIDENCERI02903222672825501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
PROVIDENCE CHILDREN'S MUSEUM
100 SOUTH STREETPROVIDENCERI029034749050370944501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
REACH OUT AND READ RI
PO BOX 603442PROVIDENCERI02906050514148501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
RI COMMUNITY FOOD BANK
200 NIANTIC AVENUEPROVIDENCERI02907050395601501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
RI WRITE ON SPORTS
44 BAYBERRY LANEEAST GREENWICHMA02818473172526501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
RISE
143 PRAIRIE 1ST FLOORPROVIDENCERI02905061470525501 (C)(3)$8,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
SAVE THE BAY
100 SAVE THE BAY DRIVEPROVIDENCERI02905050343046501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARECHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARECHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
SHAKE A LEG
850 AQUIDNECK AVENUEMIDDLETOWNRI02842050399703501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
SOJOURNER HOUSE
386 SMITH STREETPROVIDENCERI02908050370419501 (C)(3)$6,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
SOPHIA ACADEMY
979 BRANCH AVENUEPROVIDENCERI02904311736069501 (C)(3)$8,495CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
SOUTH COUNTY HEALTH
100 KENYON AVENUEWAKEFIELDRI02879050259093501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
THE PAPER BAG PLAYERS
185 EAST BROADWAYNEW YORJNY10002131972960501 (C)(3)$5,050CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
WARM CENTER
56 SPRUCE STREETWESTERLYRI02891222887878501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT APPLICATIONS ARE REVIEWED BY A SELECTION COMMITTEE TO DETERMINE THE ANNUAL AWARDS. THE EXTERNAL ACCOUNTANT REVIEWS THE CHECK COPIES AND MAINTAINS A LISTING BY RECIPIENT NAME. THE ORGANIZATION DOES NOT MONITOR THE USE OF THE FUNDS BY AWARDED RECIPIENTS.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonANDREW BERGPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionBOARD OF DIRECTORS & INVESTMENT ADVISORRelationshipDescriptionTxt
Transaction$34,000TransactionAmt
TransactionDONATES INVESTMENT ADVISORY SERVICESTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHIS INFORMATION IS AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19INFORMATION IS NOT AVAILABLE TO THE PUBLIC.
FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETCWILLIAM F. LUNNIE, - 79 SHERMAN AVE, SEEKONK MA, MA 02771. DAVID H. CHASE, - 26 SNUG HARBOR LANE, WAKEFIELD, RI 02879. RAYMOND H. COOGAN, - 117 SOUTH WASHINGTON ST, N ATTLEBORO, MA 02760. WILLIAM T. ANDRADE - 4439 EAST BROOKHAVEN DR, ATLANTA, GA 30319. BRADFORD J. FAXON, JR. - C/O 144 WESTMINSTER ST, PROVIDENCE, RI 02903. RUSSELL A. BOSS, - 40 PEAKED ROCK LANE, NARRAGANSETT, RI 02882. BRADFORD R. BOSS, - 179 WESTCOTE DR., WAKEFIELD, RI 02879. J. TERRENCE MURRAY - 33 PEAKED ROCK LANE, NARRAGANSETT, RI 02882. JODY L. ANDRADE - 4439 EAST BROOKHAVEN DR, ATLANTA, GA 30319. JOHN P. ANDRADE - 89 AARON AVENUE, BRISTOL, RI 02809. MATTHEW T. MARCELLO III, HINCKLEY - 100 WESTMINSTER ST #1500, PROVIDENCE, RI 02903. THOMAS M. RYAN, - 135 CLIFF DR, NARRAGANSETT, RI 02882. THOMAS F HUDSON, THE HUDSON COMPANIE. - ONE SERVICE ROAD, PROVIDENCE, RI 02903. THOMAS F GILBANE - C/O GILBANE BLDG CO., 7 JACKSON WALKWAY, PROVIDENCE, RI 02940. DORY RICCI FAXON - C/O 144 WESTMINSTER ST, PROVIDENCE, RI 02903. ANDREW J. BERG - 3550 LENOX RD NE STE 2700, ATLANTA, GA 30326. ELIZABETH Z. CHACE - 46 ABORN ST., PROVIDENCE, RI 02903.
FORM 990, PART XI, LINE 9:UNREALIZED GAINS (LOSSES) 13,320.