H WINFIELD AND PHYLLIS TUCKER FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- H WINFIELD AND PHYLLIS TUCKER FAMILY FOUNDATION INC (EIN 05-0514790)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-31
- IRS object ID
- 201621529349100217
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-31T15:12:41-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050353162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PICCERELLI GILSTEIN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 WESTMINSTER STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029032282 | 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 | 050514790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE H WINFIELD AND PHYLLIS TUCKER | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HWIN | BusinessNameControlTxt |
| Phone | 4012943100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2 | AddressLine1Txt |
| City | SLOCUM | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02877 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA D TUCKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4012943100 | PhoneNum |
| Signature | 2016-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA A THOMPSON | PreparerPersonNm |
| PTIN | P01202653 | PTIN |
| Phone | 4018310200 | 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 | $673,634 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,033 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,033 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,924 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $482,763 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,924 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,957 | 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 | $1,581 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,921 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,921 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,009 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $222 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $163 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $113 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,674 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,256 | TotOprExpensesNetInvstIncmAmt |
| 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 | $11,674 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,256 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,283 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,701 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,759 | CashBOYAmt |
| Cash EOY | $3,507 | CashEOYAmt |
| Cash EOYFMV | $3,507 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $344,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $344,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $350,675 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $578,098 | CorporateStockBOYAmt |
| Corporate Stock EOY | $318,708 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $319,452 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $75 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $654,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $666,215 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $673,634 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $654,932 | RetainedEarningBOYAmt |
| Retained Earning EOY | $666,215 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $654,932 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $666,215 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $654,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $666,215 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $654,932 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,283 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $666,215 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $666,215 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BLACKROCK INTL GROWTH & INC TR | P | 2014-10-06 | 2015-09-22 | $2,768 | $2,860 | -$92 | -$92 |
| FIRST TRUST NORTH AMERICAN E | P | 2014-10-06 | 2015-09-22 | $3,210 | $3,640 | -$430 | -$430 |
| ISHARES MSCI ENERGING MKTS ETF | P | 2014-10-06 | 2015-09-22 | $1,552 | $1,974 | -$422 | -$422 |
| ISHARES MSCI JAPEN ETF | P | 2014-10-06 | 2015-09-22 | $9,313 | $8,916 | $397 | $397 |
| ISHARES MSCI PAC EX-JPN ETF | P | 2014-10-06 | 2015-07-15 | $6,628 | $7,145 | -$517 | -$517 |
| ISHARES RUSSELL MIDCAP G ETF | P | 2014-10-06 | 2015-09-22 | $365 | $352 | $13 | $13 |
| ISHARES RUSSELL MIDCAP V ETF | P | 2014-10-06 | 2015-09-22 | $952 | $974 | -$22 | -$22 |
| ISHARES RUSSELL 2000 VALUE ETF | P | 2014-10-06 | 2015-09-22 | $1,289 | $1,306 | -$17 | -$17 |
| SPDR DJ WILSHIRE INTL REAL EST | P | 2014-10-06 | 2015-09-22 | $2,661 | $2,692 | -$31 | -$31 |
| VANGUARD REIR ETF | P | 2014-10-06 | 2015-07-15 | $6,108 | $5,645 | $463 | $463 |
| WISDOMTREE EUROPE HEDGED EQIT | P | 2014-10-06 | 2015-09-22 | $8,653 | $8,307 | $346 | $346 |
| WISDOMTREE TRUST JAPN HEDGE EQ | P | 2014-10-06 | 2015-07-15 | $22,135 | $19,455 | $2,680 | $2,680 |
| POWERSHARES DB COMM TRK INC | 2014-10-06 | 2015-07-15 | $2,983 | $3,204 | -$221 | -$221 | |
| BLACKROCK INTL GROWTH & INC TR | P | 2014-10-06 | 2015-11-11 | $2,174 | $2,309 | -$135 | -$135 |
| FIRST TRUST NORTH AMERICAN E | P | 2014-10-06 | 2015-11-11 | $2,554 | $2,993 | -$439 | -$439 |
| ISHARES MSCI ENERGING MKTS ETF | P | 2015-11-11 | $10,376 | $12,284 | -$1,908 | -$1,908 | |
| ISHARES MSCI JAPEN ETF | P | 2015-11-11 | $14,103 | $12,963 | $1,140 | $1,140 | |
| ISHARES MSCI PAC EX-JPN ETF | P | 2013-04-17 | 2015-07-15 | $3,142 | $3,575 | -$433 | -$433 |
| ISHARES RUSSELL MIDCAP G ETF | P | 2015-11-15 | $5,715 | $4,601 | $1,114 | $1,114 | |
| ISHARES RUSSELL MIDCAP V ETF | P | 2015-11-11 | $4,855 | $4,085 | $770 | $770 | |
| ISHARES RUSSELL 1000 GRW ETF | P | 2015-11-11 | $33,006 | $22,612 | $10,394 | $10,394 | |
| ISHARES RUSSELL 1000 VALUE ETF | P | 2015-11-11 | $22,437 | $18,139 | $4,298 | $4,298 | |
| ISHARES RUSSELL 2000 GRWTH ETF | P | 2015-11-11 | $6,484 | $4,966 | $1,518 | $1,518 | |
| ISHARES RUSSELL 2000 VALUE ETF | P | 2015-11-11 | $4,518 | $4,007 | $511 | $511 | |
| SPDR DJ WILSHIRE INTL REAL EST | P | 2015-11-11 | $2,181 | $2,203 | -$22 | -$22 | |
| VANGUARD FTSE EUROPE ETF | P | 2015-11-11 | $18,153 | $17,434 | $719 | $719 | |
| VANGUARD REIT ETF | P | 2012-09-27 | 2015-07-15 | $2,819 | $2,348 | $471 | $471 |
| WISDOMTREE EUROPE HEDGED EQIT | P | 2014-10-06 | 2015-11-11 | $7,164 | $6,781 | $383 | $383 |
| WISDOMTREE TRUST JAPN HEDGE EQ | P | 2015-07-15 | $3,872 | $2,481 | $1,391 | $1,391 | |
| ALLERGAN PLC SHS | P | 2014-10-07 | 2015-09-23 | $3,186 | $2,659 | $527 | $527 |
| BIOGEN INC COM | P | 2015-10-09 | $3,019 | $3,278 | -$259 | -$259 | |
| BROADCOM CORP CL A | P | 2014-10-07 | 2015-09-23 | $4,601 | $3,331 | $1,270 | $1,270 |
| CABLEVISION SYSTEMS CORP | P | 2014-10-07 | 2015-09-17 | $15,001 | $8,535 | $6,466 | $6,466 |
| COMCAST CORP CL A SPECIAL NEW | P | 2014-10-07 | 2015-09-23 | $1,212 | $1,106 | $106 | $106 |
| DISCOVERY COMMUNICATION SER A | P | 2015-05-12 | 2015-10-09 | $577 | $642 | -$65 | -$65 |
| FREEPORT - MCMORAN INC | P | 2015-03-04 | 2015-10-09 | $1,033 | $1,588 | -$555 | -$555 |
| IMMUNOGEN INC | P | 2014-10-07 | 2015-07-17 | $2,780 | $1,448 | $1,332 | $1,332 |
| ISHARES CORE US GROWTH ETF | P | 2015-10-09 | 2015-11-10 | $84,243 | $81,347 | $2,896 | $2,896 |
| MEDTRONIC PLC SHS | P | 2015-03-04 | 2015-10-09 | $4,221 | $4,525 | -$304 | -$304 |
| PALL CORPORATION | P | 2014-10-07 | 2015-05-15 | $12,624 | $8,473 | $4,151 | $4,151 |
| SANDISK CORP | P | 2015-10-09 | $2,319 | $2,661 | -$342 | -$342 | |
| UNITEDHEALTH GP INC | P | 2014-10-07 | 2015-09-23 | $10,678 | $7,616 | $3,062 | $3,062 |
| LIBERTY BROADBAND CORP C RTS | P | 2014-12-11 | 2015-01-15 | $40 | $40 | $40 | |
| ADT CORPORATION COM | P | 2014-10-07 | 2015-10-09 | $1,159 | $1,170 | -$11 | -$11 |
| ALLERGAN PLC SHS | P | 2014-10-07 | 2015-10-09 | $5,544 | $4,835 | $709 | $709 |
| AMC NETWORKS INC CL A | P | 2014-10-07 | 2015-10-09 | $1,864 | $1,346 | $518 | $518 |
| ANADARKO PETE | P | 2014-10-07 | 2015-10-09 | $10,608 | $14,226 | -$3,618 | -$3,618 |
| AUTODEASK INC DELAWARE | P | 2014-10-07 | 2015-10-09 | $7,369 | $8,457 | -$1,088 | -$1,088 |
| BIOGEN INC COM | P | 2014-10-07 | 2015-10-09 | $8,780 | $10,248 | -$1,468 | -$1,468 |
| CITRIX SYSTEMS INC | P | 2014-10-07 | 2015-10-09 | $2,162 | $1,955 | $207 | $207 |
| COMCAST CORP CL A SPECIAL NEW | P | 2014-10-07 | 2015-10-09 | $7,601 | $6,528 | $1,073 | $1,073 |
| CREE RESEARCH INC | P | 2014-10-07 | 2015-10-09 | $6,571 | $8,475 | -$1,904 | -$1,904 |
| DOLBY CLA A COM STK | P | 2014-10-07 | 2015-10-09 | $2,403 | $2,838 | -$435 | -$435 |
| FLUOR CORP NEW | P | 2014-10-07 | 2015-10-09 | $6,159 | $8,516 | -$2,357 | -$2,357 |
| FREEPORT MCMORAN INC | P | 2014-10-07 | 2015-10-09 | $1,771 | $4,249 | -$2,478 | -$2,478 |
| ISIS PHARM INC | P | 2014-10-07 | 2015-10-09 | $1,125 | $979 | $146 | $146 |
| L-3 COMMNICATIONS HOLDING INC | P | 2014-10-07 | 2015-10-09 | $4,793 | $4,704 | $89 | $89 |
| LIBERTY INTERATIVE CORP QVC A | P | 2014-10-07 | 2015-10-09 | $1,084 | $1,015 | $69 | $69 |
| NATIONAL OILWELL VARCO INC | P | 2014-10-07 | 2015-10-09 | $3,139 | $5,651 | -$2,512 | -$2,512 |
| NOW INC | P | 2014-10-07 | 2015-10-09 | $1,738 | $2,828 | -$1,090 | -$1,090 |
| NUANCE COMMUNCATIONS INC | P | 2014-10-07 | 2015-12-09 | $1,904 | $1,548 | $356 | $356 |
| NUCOR CORPORATION | P | 2014-10-07 | 2015-10-09 | $6,904 | $8,536 | -$1,632 | -$1,632 |
| PENTAIR PLC | P | 2014-10-07 | 2015-10-09 | $3,732 | $4,206 | -$474 | -$474 |
| SANDISK CORP | P | 2014-10-07 | 2015-10-09 | $5,763 | $8,559 | -$2,796 | -$2,796 |
| SEAGATE TECHNOLOGY PLC | P | 2014-10-07 | 2015-10-09 | $10,038 | $11,365 | -$1,327 | -$1,327 |
| TE CONNECTIVITY LTD NEW | P | 2014-10-07 | 2015-10-09 | $4,452 | $4,046 | $406 | $406 |
| TYCO INTL PLC SHS | P | 2014-10-07 | 2015-10-09 | $7,278 | $8,510 | -$1,232 | -$1,232 |
| UNITEDHEALTH GP INC | P | 2014-10-07 | 2015-10-09 | $827 | $592 | $235 | $235 |
| VERTEX PHARMACEUTICALS | P | 2014-10-07 | 2015-10-09 | $1,870 | $1,768 | $102 | $102 |
| WEATHERFORD INTL LTD | P | 2014-10-07 | 2015-10-09 | $7,888 | $14,229 | -$6,341 | -$6,341 |
| OTHER MISC INCOME | P | $4 | $4 | $4 | |||
| CAPITAL GAINS DIVIDENDS | P | $529 | $529 | $529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,924 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $638,353 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $186,363 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $759,756 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.245293 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,777 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $741,786 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049579 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $750,756 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026640 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,465 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $388,173 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.003774 | DistributionYr5Rt |
| Total Distribution | 0.325286 | TotalDistributionRt |
| Average Distribution | 0.065057 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $683,427 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,462 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $187 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,649 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $374 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $374 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $374 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,240 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,866 | OverpaymentAmt |
| Applied To ES Tax | $400 | AppliedToESTaxAmt |
| Refund | $2,466 | 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 | RI | 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 | LINDA TUCKER | IndividualWithBooksNm |
| Phone | 4012943100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 EXETER RD | AddressLine1Txt |
| City | SLOCUM | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02877 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| EVE B KEENAN | ||||||||
| 946F TUCKERTOWN ROAD | WAKEFIELD | RI | 02879 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDA D TUCKER | ||||||||
| 946E TUCKERTOWN ROAD | WAKEFIELD | RI | 02879 | TREASURER | 0.00 | $0 | $0 | $0 |
| BONNIE T L'ETOILE | ||||||||
| 496 PINE MEADOW ROAD | NORTHFIELD | MA | 01360 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDA TUCKER | ||||||||
| 946E TUCKERTOWN ROAD | WAKEFIELD | RI | 02879 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| EVE B KEENAN | ||||||||
| 946F TUCKERTOWN ROAD | WAKEFIELD | RI | 02879 | VICE PRESIDENT | 0.00 | $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 | $539,897 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,622 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $115,316 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $693,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $693,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $683,427 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,171 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,171 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $374 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $374 | TotalTaxAmt |
| Distributable Before Adj | $33,797 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,797 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,797 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $0 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,797 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $83,985 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $83,985 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $33,797 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,797 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $50,188 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $50,188 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,033 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,924 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,957 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,957 | 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 | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,581 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SMITH BARNEY ACCOUNT | $318,708 | $319,452 |
| POWERSHARES DB COMMODITY INDEX FUND | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $75 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RI FEES | $50 | $0 | $0 |
| INVESTMENT EXPENSE - POWERSHARES DB COMMODITY | $15 | $15 | $0 |
| SECTION 1256 CONTRACTS & STRADDLES - POWERSHARES DB COMM. | $98 | $98 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,921 | Amt |
| Net Investment Income | $3,921 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2014 FEDERAL | $2,547 | $0 | $0 |
| FOREIGN TAXES | $222 | $222 | $0 |
| 2015 FEDERAL ESTIMATES | $3,240 | $0 | $0 |