PICERNE CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PICERNE CHARITABLE TRUST (EIN 05-0487100)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-04-04
- IRS object ID
- 201830949349100218
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-04T14:48:36-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN WEYBOSSET STREET - SUITE 700 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050487100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PICERNE CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PICE | BusinessNameControlTxt |
| Phone | 4017323700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4518 N 32ND STREET | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD R S PICERNE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4017323700 | PhoneNum |
| Signature | 2018-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERALD IADELUCA | PreparerPersonNm |
| PTIN | P00247569 | PTIN |
| Phone | 4014214800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.108.113.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-10 | IPDt |
| IP Tm | 08:03:10 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 57A755BDCB2D55C1B18F0CE92BE596C3BD8AA607 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A35AD50CDE0A06A16D6F9B68BE6DE575BC3AE1CF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,731,031 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,126,215 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $592 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $592 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $402,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $402,213 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,529,020 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $402,805 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,969 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,734 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,703 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $863,581 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $863,581 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $879,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $863,581 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,649,736 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $402,805 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,583 | CashBOYAmt |
| Cash EOY | $22,361 | CashEOYAmt |
| Cash EOYFMV | $22,361 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $169,584 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,369 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,369 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,481,050 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,282,265 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,701,301 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,662,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,311,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,731,031 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $42 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,662,217 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,311,953 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,662,217 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,311,953 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,662,217 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,311,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,662,217 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,649,736 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,311,953 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,311,953 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $472,655 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,588,304 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049295 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $216,420 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,835,936 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031659 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $244,590 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,991,729 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040821 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $202,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,239,935 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047819 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $154,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,694,186 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.091371 | DistributionYr5Rt |
| Total Distribution | 0.260965 | TotalDistributionRt |
| Average Distribution | 0.052193 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,300,460 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $850,770 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,028 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $854,798 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $863,581 | 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 | $4,028 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,028 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,028 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,920 | TotalPaymentsAndCreditsAmt |
| Overpayment | $892 | OverpaymentAmt |
| Applied To ES Tax | $892 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRIAN TOUGAS CO PICERNE | IndividualWithBooksNm |
| Phone | 4017323700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 LAMBERT LIND HWY | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RONALD RS PICERNE | ||||||||
| 4518 N 32ND STREET | PHOENIX | AZ | 85018 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID R PICERNE | ||||||||
| 4518 N 32ND STREET | PHOENIX | AZ | 85018 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,360,981 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $187,709 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,548,690 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,548,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $248,230 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,300,460 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $815,023 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $815,023 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,028 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,028 | TotalTaxAmt |
| Distributable Before Adj | $810,995 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $810,995 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $810,995 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $863,581 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $863,581 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,028 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $859,553 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $810,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,011 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $472,655 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $488,666 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $863,581 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $810,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,586 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $541,252 | 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 | $16,011 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $525,241 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $472,655 | ExcessFromYear1Amt |
| Excess From Current Year | $52,586 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD RS PICERNE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $2,000 |
| AMERICAN EXPRESS P-1082412 | |||||||
| 4518 N 32ND STREET | PHOENIX | AZ | 85018 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $10,984 |
| BROWN SPORTS FOUNDATION | |||||||
| PO BOX 1925 | PROVIDENCE | RI | 02912 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $5,000 |
| BUTTON HOLE | |||||||
| PO BOX 851 | PROVIDENCE | RI | 02901 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $4,200 |
| COLLEGE OF CHARLESTON | |||||||
| 66 GEORGE STREET | CHARLESTOWN | SC | 29424 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $2,500 |
| CRANSTON HIGH SCHOOL EAST | |||||||
| 899 PARK AVENUE | CRANSTON | RI | 02910 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $56,250 |
| CRANSTON HIGH SCHOOL WEST | |||||||
| 80 METROPOLITAN AVE | CRANSTON | RI | 02920 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $50,000 |
| HARVARD UNIVERSITY BUSINESS SCHOOL | |||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $500 |
| PILGRIM HIGH SCHOOL | |||||||
| 111 PILGRIM PARKWAY | WARWICK | RI | 02888 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $71,250 |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1611 W HARRISON SUITE 300 | CHICAGO | IL | 60612 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $40,000 |
| SCOTTSDALE ARTISTS SCHOOL | |||||||
| 3720 N MARSHALL WAY | SCOTTSDALE | AZ | 85251 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $9,568 |
| SOPHIA ACADEMY | |||||||
| 582 ELMWOOD AVE | PROVIDENCE | RI | 02907 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $11,500 |
| SOUTH COUNTY HOSPITAL | |||||||
| 100 KENYON AVE | WAKEFIELD | RI | 02879 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $32,700 |
| ST PATRICK ACADEMY | |||||||
| 244 SMITH STREET | PROVIDENCE | RI | 02908 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $11,000 |
| STOP & SHOP | |||||||
| 575 GREENWICH AVE | WARWICK | RI | 02886 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $12,179 |
| THE GRODEN CENTER | |||||||
| 86 MOUNT HOPE STREET | PROVIDENCE | RI | 02906 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $250 |
| THE PRESERVATION SOCIETY NEWPORT COUNTY | |||||||
| 424 BELLEVUE AVE | NEWPORT | RI | 02840 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $5,000 |
| TOLL GATE HIGH SCHOOL | |||||||
| 575 CENTERVILLE RD | WARWICK | RI | 02886 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $37,500 |
| THE SAN MIGUEL SCHOOL | |||||||
| 525 BRANCH AVE | PROVIDENCE | RI | 02904 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $10,000 |
| RHODE ISLAND SCHOOL OF DESIGN | |||||||
| 2 COLLEGE STREET | PROVIDENCE | RI | 02903 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $200 |
| CROSSROADS RHODE ISLAND | |||||||
| 160 BROAD STREET | PROVIDENCE | RI | 02903 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $7,100 |
| BISHOP HENDRICKEN HIGH SCHOOL | |||||||
| 2615 WARWICK AVE | WARWICK | RI | 02889 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $5,000 |
| KING PHILLIP REGIONAL HIGH SCHOOL | |||||||
| 201 FRANKLIN ST | WRENTHEM | MA | 02093 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATION | $5,000 |
| JOHNSTON SENIOR HIGH SCHOOL | |||||||
| 345 CHERRY HILL ROAD | JOHNSTON | RI | 02919 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $7,500 |
| EAST PROVIDENCE HIGH SCHOOL | |||||||
| 2000 PAWTUCKET AVE | EAST PROVIDENCE | RI | 02914 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $5,000 |
| VNA CARE OF NEW ENGLAND HOSPICE | |||||||
| 51 HEALTH LN | WARWICK | RI | 02886 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $200 |
| URI FOUNDATION | |||||||
| 79 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $25,250 |
| MOSES BROWN SCHOOL | |||||||
| 250 LLOYD AVENUE | PROVIDENCE | RI | 02906 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $5,000 |
| PICERNE NFP HOUSING | |||||||
| 75 LAMBERT LIND HIGHWAY | WARWICK | RI | 02886 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $400,000 |
| WESTMINISTER COLLEGE | |||||||
| 1840 SOUTH 1300 EAST | SALT LAKE CITY | UT | 84105 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $6,700 |
| JAXON MAROCCO FOUNDATION | |||||||
| 28 KILEY WAY | COVENTRY | RI | 02816 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $5,000 |
| US SKI AND SNOWBOARD FOUNDATION | |||||||
| 1 VICTORY LANE BOX 100 | PARK CITY | UT | 84060 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $9,000 |
| ST ELIZABETH HOME | |||||||
| 1 ST ELIZABETH WAY | EAST GREENWICH | RI | 02818 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $250 |
| CHILD MIND INSTITUTE | |||||||
| 162 WEST 56TH STREET SUITE 405 | NEW YORK | NY | 10019 | NONE | CHARITABLE ORGANIZAT | SUPPORT CHARITABLE OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $863,581 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $592 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $402,213 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $402,805 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $402,805 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PICERNE NFP HOUSING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501 (C) (3) | OrganizationTypeDesc |
| Relationship Description | COMMON CONTROL | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| RONALD R S PICERNE | |||||||
| 1 | C/O PICERNE DEVELOPMENT CORP 247 NO | ALTAMONTE SPRINGS | FL | 32714 | $826,540 | Yes (X) | |
| RONALD R S PICERNE | |||||||
| 2 | C/O PICERNE DEVELOPMENT CORP 247 NO | ALTAMONTE SPRINGS | FL | 32714 | $473,775 | Yes (X) | |
| RONALD R S PICERNE | |||||||
| 3 | C/O PICERNE DEVELOPMENT CORP 247 NO | ALTAMONTE SPRINGS | FL | 32714 | $192,360 | Yes (X) | |
| RONALD R S PICERNE | |||||||
| 4 | C/O PICERNE DEVELOPMENT CORP 247 NO | ALTAMONTE SPRINGS | FL | 32714 | $329,901 | Yes (X) | |
| RONALD R S PICERNE | |||||||
| 5 | C/O PICERNE DEVELOPMENT CORP 247 NO | ALTAMONTE SPRINGS | FL | 32714 | $1,158,268 | Yes (X) | |
| RONALD R S PICERNE | |||||||
| 6 | C/O PICERNE DEVELOPMENT CORP 247 NO | ALTAMONTE SPRINGS | FL | 32714 | $400,688 | Yes (X) | |
| RONALD R S PICERNE | |||||||
| 7 | C/O PICERNE DEVELOPMENT CORP 247 NO | ALTAMONTE SPRINGS | FL | 32714 | $972,340 | Yes (X) | |
| RONALD R S PICERNE | |||||||
| 8 | C/O PICERNE DEVELOPMENT CORP 247 NO | ALTAMONTE SPRINGS | FL | 32714 | $556,022 | Yes (X) | |
| RONALD R S PICERNE | |||||||
| 9 | C/O PICERNE DEVELOPMENT CORP 247 NO | ALTAMONTE SPRINGS | FL | 32714 | $248,121 | Yes (X) | |
| RONALD R S PICERNE | |||||||
| 10 | C/O PICERNE DEVELOPMENT CORP 247 NO | ALTAMONTE SPRINGS | FL | 32714 | $643,200 | Yes (X) | |
| RONALD R S PICERNE | |||||||
| 11 | C/O PICERNE DEVELOPMENT CORP 247 NO | ALTAMONTE SPRINGS | FL | 32714 | $325,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 13000 SHS MICROSOFT | $826,540 | 2017-02-01 |
| 2 | 7500 SHS MICROSOFT | $473,775 | 2017-02-02 |
| 3 | 3000 SHS AIG | $192,360 | 2017-02-02 |
| 4 | 3900 SHS JP MORGAN CHASE | $329,901 | 2017-02-02 |
| 5 | 9400 SHS MCDONALDS | $1,158,268 | 2017-02-02 |
| 6 | 3160 SHS KIMBERLY CLARK | $400,688 | 2017-05-23 |
| 7 | 7625 SHS JOHNSON & JOHNSON | $972,340 | 2017-05-23 |
| 8 | 17300 SHS PFIZER | $556,022 | 2017-05-23 |
| 9 | 1 SH BERKSHIRE HATHAWAY (A) | $248,121 | 2017-05-23 |
| 10 | 7500 SHS JP MORGAN CHASE | $643,200 | 2017-05-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $14,282,265 | EOYBookValueAmt |
| EOYFMV | $19,701,301 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $2,000 | $0 | $0 |
| BANK CHARGES | $111 | $0 | $0 |
| LEGAL EXPENSES | $1,248 | $0 | $0 |
| CONSULTING | $375 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | CategoryTxt |
| Amt | $9,969 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |