DOROTHY J THORNLEY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY J THORNLEY FOUNDATION (EIN 46-1977249)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-10
- IRS object ID
- 201611319349100741
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-10T09:01:22-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DYL & PERILLO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 446 BROADWAY | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02909 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461977249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY J THORNLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 4014340071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 DROWNE PARKWAY | AddressLine1Txt |
| City | RUMFORD | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02916 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOROTHY J THORNLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4014340071 | PhoneNum |
| Signature | 2016-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A PERILLO | PreparerPersonNm |
| Phone | 4014532020 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $136,882 | 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 | $53,608 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,525 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,525 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $93,656 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,596 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $10,890 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $10 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $10 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $43,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,131 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,425 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $270 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $270 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $270 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,100 | AccountingFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $6 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $6 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $27 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $27 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $406 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $406 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $406 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,809 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,809 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,809 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,809 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,809 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,083 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,322 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,616 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,000 | CashBOYAmt |
| Cash EOY | $5,480 | CashEOYAmt |
| Cash EOYFMV | $5,480 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,983 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,375 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,375 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $186 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $171 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $171 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $84,847 | CorporateStockBOYAmt |
| Corporate Stock EOY | $121,960 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $114,236 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $18,113 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,620 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $107,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,099 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $136,882 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $107,016 | RetainedEarningBOYAmt |
| Retained Earning EOY | $148,099 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $107,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $148,099 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $107,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $148,099 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $107,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,083 | ExcessRevenueOverExpensesAmt |
| Subtotal | $148,099 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $148,099 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 500 SHS FORD MOTOR COMPANY NEW | P | 2014-10-16 | 2015-02-13 | $7,929 | $0 | $7,002 | $927 | $0 | $0 | $0 | $927 |
| 1,000 SHS VALLEY NATIONAL BANCORP | P | 2013-07-30 | 2015-04-08 | $9,134 | $0 | $10,633 | -$1,499 | $0 | $0 | $0 | -$1,499 |
| 1,000 SHS WHITE WAVE FOODS CO COM CL A | D | 2015-06-12 | 2015-06-12 | $47,184 | $0 | $31,460 | $15,724 | $0 | $0 | $0 | $15,724 |
| 500 SHS RAYONIER INC. | P | 2014-07-07 | 2015-05-17 | $12,400 | $0 | $17,919 | -$5,519 | $0 | $0 | $0 | -$5,519 |
| 125 SHS HALYARD HEALTH INC. | D | 2015-07-16 | 2015-07-20 | $4,969 | $0 | $5,168 | -$199 | $0 | $0 | $0 | -$199 |
| 1 UNIT PJT PARTNERS INC COM CL A | P | 2015-02-10 | 2015-10-06 | $11 | $0 | $12 | -$1 | $0 | $0 | $0 | -$1 |
| 12 UNITS PJT PARTNERS INC COM CL A | P | 2015-02-10 | 2015-10-21 | $251 | $0 | $293 | -$42 | $0 | $0 | $0 | -$42 |
| 500 SHS RAYONIER INC. | P | 2014-07-07 | 2015-10-21 | $11,124 | $0 | $17,919 | -$6,795 | $0 | $0 | $0 | -$6,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,596 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,890 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $2,499 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $111,965 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022319 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $109,100 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.022319 | TotalDistributionRt |
| Average Distribution | 0.011160 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $121,612 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,357 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,390 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66 | SubtotalAmt |
| Tax Based On Investment Income | $66 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $171 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $171 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$171 | OriginalReturnOverpaymentAmt |
| Overpayment | $105 | OverpaymentAmt |
| Applied To ES Tax | $105 | AppliedToESTaxAmt |
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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN KNOWLES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4014218900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TURKS HEAD PLACE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2014 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW W DAVIS | ||||||||
| 101 DYER STREET 2ND FLOOR | PROVIDENCE | RI | 02903 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| ANDREW H DAVIS JR | ||||||||
| 101 DYER STREET 2ND FLOOR | PROVIDENCE | RI | 02903 | DIRECTOR/SECRETARY | 5.00 | $0 | $0 | $0 |
| JONATHAN R KNOWLES | ||||||||
| 117 CARPENTER STREET | REHOBOTH | MA | 02769 | DIRECTOR | 6.00 | $0 | $0 | $0 |
| DOROTHY J THORNLEY | ||||||||
| 57 DROWNE PARKWAY | RUMFORD | RI | 02916 | PRES., VP, TREASURER | 5.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $109,940 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $171 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $123,464 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $123,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $121,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66 | TotalTaxAmt |
| Distributable Before Adj | $6,015 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,015 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,015 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,015 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,583 | UndistributedIncomePYAmt |
| Taxable2 | $5,583 | Taxable2Amt |
| Undistributed Income CY | $6,015 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOROTHY J THORNLEY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,525 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,251 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$9,726 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$9,726 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DOROTHY J THORNLEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 DROWNE PARKWAY | AddressLine1Txt |
| City | RUMFORD | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02916 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $53,128 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,000 SHS WHITEWAVE FOODS CO COM CL A | $47,960 | 2015-06-12 |
| 1 | 125 SHS HALYARD HEALTH INC. | $5,168 | 2015-07-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DYL & PERILLO, INC. TAX SERVICES | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,100 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 500 SHS FORD MOTOR COMPANY NEW | 2014-10 | Purchased | 2015-02 | $7,929 | $7,002 | $927 |
| 1,000 SHS VALLEY NATIONAL BANCORP | 2013-07 | Purchased | 2015-04 | $9,133 | $10,633 | -$1,500 |
| 1,000 SHS WHITE WAVE FOODS CO. COM CL A | 2015-06 | Donated | 2015-06 | $47,184 | $47,960 | -$776 |
| 500 SHS RAYONIER INC. | 2014-07 | Purchased | 2015-06 | $12,400 | $17,919 | -$5,519 |
| 125 SHS HALYARD HEALTH INC. | 2015-07 | Donated | 2015-07 | $4,969 | $5,168 | -$199 |
| 500 SHS RAYONIER INC. | 2014-07 | Purchased | 2015-10 | $11,124 | $17,919 | -$6,795 |
| 1 UNIT PJT PARTNERS INC COM CL A | 2015-02 | Purchased | 2015-10 | $11 | $13 | -$2 |
| 12 UNITS PJT PARTNERS INC COM CL A | 2015-02 | Purchased | 2015-10 | $251 | $293 | -$42 |
| FORM K-1 THE BLACKSTONE GROUP L.P. | 2015-02 | Purchased | 2015-12 | $655 | $655 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,150 SHS BANCO SANTANDER | $8,450 | $5,601 |
| 1,000 SHS BOOT BARN HOLDINGS INC. | $16,151 | $12,290 |
| 1,000 SHS DUFF & PHELPS UTILITY CORP. | $10,117 | $9,190 |
| 500 SHS GENERAL ELECTRIC CO | $11,745 | $15,575 |
| 1,000 SHS GLAXOSMITHKLINE ADR | $43,556 | $40,350 |
| 1,000 SHS HUNTINGTON BANCSHARES INC. | $11,456 | $11,060 |
| 1,000 SHS NATIONAL PENN BANCSHARES | $11,181 | $12,330 |
| 1,000 SHS RITE AID CORP COM | $9,304 | $7,840 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 500 SHS BLACKSTONE GROUP LP COM UNIT LTD. | CategoryOrItemTxt |
| Book Value | $18,113 | BookValueAmt |
| EOYFMV | $14,620 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAVIS & ASSOC., LLC LEGAL SERVICES | CategoryTxt |
| Legal Fees | $270 | LegalFeesAmt |
| Net Investment Income | $270 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $270 | AdjustedNetIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $406 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $406 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $406 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $15 | $15 | $15 |
| FOREIGN TAX | $12 | $12 | $12 |