CARTER FAMILY CHARITABLE TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CARTER FAMILY CHARITABLE TRUST (EIN 05-6093256)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-09
- IRS object ID
- 201523139349100502
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-09T08:18:35-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050479760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDSAGER BARTLETT & PIERONI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CATAMORE BLVD | AddressLine1Txt |
| City | EAST PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 056093256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARTER FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CART | BusinessNameControlTxt |
| Phone | 4012746322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 41119 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN CARTER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4012746322 | PhoneNum |
| Signature | 2015-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD P PIERONI | PreparerPersonNm |
| PTIN | P00189634 | PTIN |
| Phone | 4012729100 | PhoneNum |
| Preparation | 2015-10-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,186,070 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $164,971 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,346 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,138 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $177,120 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,495 | 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 |
| Taxes Rev And Expnss | $2,729 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,729 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $420,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $420,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $422,729 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$245,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,495 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $835,278 | CashBOYAmt |
| Cash EOY | $594,879 | CashEOYAmt |
| Cash EOYFMV | $594,879 | CashEOYFMVAmt |
| US Government Obligations BOY | $2,933,171 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,927,193 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,131,015 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $230,727 | CorporateStockBOYAmt |
| Corporate Stock EOY | $230,727 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $422,002 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $38,334 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,174 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38,174 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,037,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,790,973 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,186,070 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,037,510 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,790,973 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,037,510 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,790,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,037,510 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,790,973 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,037,510 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$245,609 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,791,901 | SubtotalAmt |
| Other Decreases | $928 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,790,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5000 SHS TUCSON AZ CTFS RV ASSUR TAX | P | 2010-12-03 | 2014-07-01 | $5,000 | $5,208 | -$208 | -$208 |
| CAPITAL GAINS DIVIDENDS | P | $12,346 | $12,346 | $12,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,138 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,006,547 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,626,707 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.217551 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $989,513 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,539,054 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.178643 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $933,599 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,755,101 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.162221 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,472,382 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,106,309 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.241125 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,675,661 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,682,134 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.400420 | DistributionYr5Rt |
| Total Distribution | 1.199960 | TotalDistributionRt |
| Average Distribution | 0.239992 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,277,494 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,026,564 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,445 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,028,009 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $420,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,890 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,890 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,890 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,040 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $850 | TaxDueAmt |
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 | JOHN S CARTER | IndividualWithBooksNm |
| Phone | 4012746322 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 GROTTO AVENUE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN S CARTER | ||||||||
| 137 GROTTO AVENUE | PROVIDENCE | RI | 02906 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| LETITIA M CARTER | ||||||||
| 137 GROTTO AVENUE | PROVIDENCE | RI | 02906 | TRUSTEE | 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 |
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 | $3,669,681 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $672,953 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,342,634 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,342,634 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,140 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,277,494 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,890 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,890 | TotalTaxAmt |
| Distributable Before Adj | $210,985 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $210,985 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $210,985 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $420,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $420,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $210,985 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,347,048 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,171,108 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $650,385 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $717,877 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $777,221 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,663,639 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $420,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $210,985 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $209,015 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,872,654 | 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 | $2,347,048 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,525,606 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,171,108 | ExcessFromYear4Amt |
| Excess From Year3 | $650,385 | ExcessFromYear3Amt |
| Excess From Year2 | $717,877 | ExcessFromYear2Amt |
| Excess From Year1 | $777,221 | ExcessFromYear1Amt |
| Excess From Current Year | $209,015 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN S CARTER | ContributingManagerNm |
| Contributing Manager | LETITIA M CARTER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN S CARTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 41119 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4014341680 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST INCLUDING FULL DETAILS AS TO HOW GRANT WILL BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE QUALIFIED 501(C)(3) ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LITTLE COMPTON COMMUNITY CENTER | |||||||
| PO BOX 926 | LITTLE COMPTON | RI | 02837 | NONE | PUBLIC | GENERAL CHARITABLE PURPOSES | $25,000 |
| MEETING STREET | |||||||
| 1000 EDDY STREET | PROVIDENCE | RI | 02905 | NONE | PUBLIC | SCHOLARSHIPS | $60,000 |
| PAUL CUFFEE SCHOOL | |||||||
| 459 PROMENADE STREET | PROVIDENCE | RI | 02908 | NONE | PUBLIC | GENERAL OPERATIONS | $25,000 |
| RHODE ISLAND COLLEGE | |||||||
| 600 MOUNT PLEASANT AVENUE | PROVIDENCE | RI | 02908 | NONE | PUBLIC | GENERAL OPERATIONS | $100,000 |
| RHODE ISLAND MAYORAL ACADEMIES | |||||||
| 160 WESTMINSTER ST | PROVIDENCE | RI | 02903 | NONE | PUBLIC | GENERAL CHARITABLE PURPOSES | $150,000 |
| RHODE ISLAND PHILHARMONIC ORCHESTRA | |||||||
| 667 WATERMAN AVENUE | E PROVIDENCE | RI | 02914 | NONE | PUBLIC | GENERAL OPERATIONS/CHALLENGE GRANT | $50,000 |
| RHODE ISLAND PUBLIC RADION - WRNI | |||||||
| 1 UNION STATION | PROVIDENCE | RI | 02903 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $420,000 | 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 | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164,971 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,138 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $177,120 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $177,120 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $230,727 | EOYBookValueAmt |
| EOYFMV | $422,002 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,927,193 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,131,015 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $38,334 | BOYBookValueAmt |
| EOY Book Value | $38,174 | EOYBookValueAmt |
| EOYFMV | $38,174 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN ACCRUED INTEREST RECEIVABLE | $160 |
| TAX COST ADJUSTMENTS | $768 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX 6/30/14 BALANCE DUE-2013 | $689 | $0 | $0 |
| EXCISE TAX 6/30/15 ESTIMATES -2014 | $2,040 | $0 | $0 |