STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BILLY ANDRADE-BRAD FAXON CHARITIES FOR CHILDREN INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BILLY ANDRADE-BRAD FAXON CHARITIES FOR CHILDREN INC (EIN 05-0476331)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-01-22
IRS object ID
201530229349300108
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-01-22T13:07:01-06:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050353162PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PICCERELLI GILSTEIN & CO LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1144 WESTMINSTER STREETAddressLine1
CityPROVIDENCECity
StateRIState
ZIP Code029032282ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050476331EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BILLY ANDRADE-BRAD FAXON CHARITIESBusinessNameLine1
Business Name Line2FOR CHILDREN INCBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlBILLBusinessNameControlTxt
Phone4018310200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O PICCERELLI GILSTEIN 144AddressLine1
Address Line2WESTMINSTERAddressLine2
CityPROVIDENCECity
StateRIState
ZIP Code02903ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM F LUNNIEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4018310200PhoneNum
Signature2014-12-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM J PICCERELLIPreparerPersonNm
PTINP00008456PTIN
Phone4018310200PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM F LUNNIEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3305AddressLine1
CitySOUTH ATTLEBOROCity
StateMAState
ZIP Code02703ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,263,635GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ANDRADEFAXONCHARITIES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateRILegalDomicileStateCd
Activity Or MissionORGANIZATION SUPPORTS VARIOUS CHARITABLE ENDEAVORS CONCENTRATING IN THE NEEDS OF CHILDREN.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers17TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$36,205PYContributionsGrantsAmt
CY Contributions Grants$34,316CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$191,342PYInvestmentIncomeAmt
CY Investment Income$245,243CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$227,547PYTotalRevenueAmt
CY Total Revenue$279,559CYTotalRevenueAmt
PY Grants And Similar Paid$300,272PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$354,150CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$16,258PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$15,318CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$8,630PYOtherExpensesAmt
CY Other Expenses$6,405CYOtherExpensesAmt
PY Total Expenses$325,160PYTotalExpensesAmt
CY Total Expenses$375,873CYTotalExpensesAmt
PY Revenues Less Expenses-$97,613PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$96,314CYRevenuesLessExpensesAmt
Total Assets BOY$3,501,403TotalAssetsBOYAmt
Total Assets EOY$3,425,694TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,501,403NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,425,694NetAssetsOrFundBalancesEOYAmt
MissionBILLY ANDRADE-BRAD FAXON CHARITIES FOR CHILDREN, INC. WAS ORGANIZED TO SUPPORT VARIOUS CHARITABLE ENDEAVORS CONCENTRATING IN SUPPORTING THE NEEDS OF CHILDREN.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$354,326ExpenseAmt
Grant$354,150GrantAmt
DescTO PROVIDE CHILDREN'S CHARITIES WITH FUNDING TO MAINTAIN THE HEALTH, EDUCATION, AND/OR GENERAL WELFARE OF CHILDREN.Desc
Total Program Service Expenses$354,326TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAYMOND COOGAN TREASURERBusinessNameLine1
FieldValueIRS element (for citing)
Phone4018310200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3305AddressLine1
CitySOUTH ATTLEBOROCity
StateMAState
ZIP Code02703ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
WILLIAM T ANDRADE
DIRECTOR2.00Yes (X)$0$0$0
BRADFORD J FAXON JR
DIRECTOR2.00Yes (X)$0$0$0
RUSSELL A BOSS AT CROSS
DIRECTOR0.50Yes (X)$0$0$0
BRADFORD R BOSS AT CROSS
DIRECTOR0.50Yes (X)$0$0$0
J TERRENCE MURRAY
DIRECTOR0.50Yes (X)$0$0$0
JODY L ANDRADE
DIRECTOR0.50Yes (X)$0$0$0
JOHN P ANDRADE
DIRECTOR0.50Yes (X)$0$0$0
MATTHEW T MARCELLO III HINCKLEY
DIRECTOR0.50Yes (X)$0$0$0
THOMAS M RYAN CVS CORP
DIRECTOR0.50Yes (X)$0$0$0
THOMAS F HUDSON THE HUDSON COMPANIE
DIRECTOR0.50Yes (X)$0$0$0
THOMAS F GILBANE
DIRECTOR0.50Yes (X)$0$0$0
DORY RICCI FAXON
DIRECTOR0.50Yes (X)$0$0$0
ANDREW J BERG
DIRECTOR0.50Yes (X)$0$0$0
ELIZABETH Z CHASE
DIRECTOR0.50Yes (X)$0$0$0
WILLIAM F LUNNIE STERN LEACH
PRESIDENT & DIRECTOR1.50$0$0$0Yes (X)
DAVID H CHASE AON RISK SERVICES
VICE PRESIDENT & DIRECTOR0.50$0$0$0Yes (X)
RAYMOND H COOGAN WHITMORE DESIGNS
SECRETARY, TREASURER & DIR2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$34,316AllOtherContributionsAmt
Total Contributions$34,316TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$117,950TotalRevenueColumnAmt
Related Or Exempt Func Income$117,950RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,111,369SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$984,076SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$127,293SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$127,293TotalRevenueColumnAmt
Related Or Exempt Func Income$127,293RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$279,559TotalRevenueColumnAmt
Related Or Exempt Func Income$245,243RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$354,150TotalAmt
Program Services$354,150ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,944TotalAmt
Management And General$13,944ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,374TotalAmt
Management And General$1,374ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,285TotalAmt
Program Services$176ProgramServicesAmt
Management And General$1,109ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,055TotalAmt
Management And General$1,055ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$852TotalAmt
Management And General$852ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,166TotalAmt
Management And General$2,166ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$215TotalAmt
Management And General$215ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
TELEPHONE$797$797
MISCELLANEOUS EXPENSES$35$35

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$375,873TotalAmt
Program Services$354,326ProgramServicesAmt
Management And General$21,547ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$229,116BOYAmt
EOY$164,403EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,272,287BOYAmt
EOY$3,261,291EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,501,403BOYAmt
EOY$3,425,694EOYAmt

Total Liabilities TotalLiabilitiesGrp

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,501,403BOYAmt
EOY$3,425,694EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,501,403BOYAmt
EOY$3,425,694EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,501,403BOYAmt
EOY$3,425,694EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$96,314ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$20,605NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$286,700CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$238,087CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$316,940CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$300,272CurrentTaxYearMinus1YearAmt
Current Tax Year$354,326CurrentTaxYearAmt
Total$1,496,325TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$286,700CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$238,087CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$316,940CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$300,272CurrentTaxYearMinus1YearAmt
Current Tax Year$354,326CurrentTaxYearAmt
Total$1,496,325TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,496,325PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$76,375CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$125,767CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$138,134CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,734CurrentTaxYearMinus1YearAmt
Current Tax Year$117,950CurrentTaxYearAmt
Total$597,960TotalAmt
FieldValueIRS element (for citing)
Total Support$2,094,285TotalSupportAmt
Public Support CY1700.71450PublicSupportCY170Pct
Public Support PY1700.71460PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,501,403BeginningYearBalanceAmt
Contributions$34,316ContributionsAmt
Investment Earnings Or Losses$265,848InvestmentEarningsOrLossesAmt
Other Expenditures$375,873OtherExpendituresAmt
End Year Balance$3,425,694EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,518,085BeginningYearBalanceAmt
Contributions$36,205ContributionsAmt
Investment Earnings Or Losses$272,273InvestmentEarningsOrLossesAmt
Other Expenditures$325,160OtherExpendituresAmt
End Year Balance$3,501,403EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,304,485BeginningYearBalanceAmt
Contributions$26,143ContributionsAmt
Investment Earnings Or Losses$380,636InvestmentEarningsOrLossesAmt
Other Expenditures$193,179OtherExpendituresAmt
End Year Balance$3,518,085EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,200,915BeginningYearBalanceAmt
Contributions$37,340ContributionsAmt
Investment Earnings Or Losses$66,230InvestmentEarningsOrLossesAmt
End Year Balance$3,304,485EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,890,271BeginningYearBalanceAmt
Contributions$60,960ContributionsAmt
Investment Earnings Or Losses$249,684InvestmentEarningsOrLossesAmt
End Year Balance$3,200,915EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$356,237TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$20,605NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$56,073DonatedServicesAndUseFcltsAmt
Revenue Not Reported$76,678RevenueNotReportedAmt
Revenue Subtotal$279,559RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$279,559TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$431,948TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$56,073DonatedServicesUseFcltsAmt
Other Expenses Included$2OtherExpensesIncludedAmt
Expenses Not Reported$56,075ExpensesNotReportedAmt
Expenses Subtotal$375,873ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$375,873TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TO USE INCOME FROM THE ENDOWMENT FUNDS TO PROVIDE CHILDREN'S CHARITIES WITH FUNDING TO MAINTAIN HEALTH, EDUCATION AND/OR GENERAL WELFARE OF CHILDREN.
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION'S MANAGEMENT TO INTERNALLY MONITOR POSITIONS TAKEN TO DETERMINE WHETHER ANY ARE UNCERTAIN. A TAX POSITION IS TAKEN IF IT IS DETERMINED THAT THE POSITION WILL "MORE-LIKELY-THAN-NOT" BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. THE ORGANIZATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2014, THERE WERE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT CURRENTLY SUBJECT TO AUDITS FOR ANY TAX PERIODS. THE ORGANIZATION'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2010.
PART XII, LINE 2D - OTHER ADJUSTMENTS:ROUNDING 2.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (37 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BAYSIDE YMCA
70 WEST STBARRINGTONRI02806050258878501 (C)(3)$20,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
CAMP RUGGLES
113 STONE DAM ROADSCITUATERI02857237448135501 (C)(3)$7,500CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
GOLF FOUNDATION OF RI
ONE BUTTON HOLE DRPROVIDENCERI02909050497481501 (C)(3)$15,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
BOYS & GIRLS CLUB OF PAWTUCKET
ONE MEELLER PLACEPAWTUCKETRI02862050258924501 (C)(3)$10,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
INSTITUTE FOR THE STUDY AND PRACTICE OF NONVIOLENCE
265 OXFORD STREETPROVIDENERI02905050517863501 (C)(3)$6,250CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
THE HIGHLANDER CHARTER SCHOOL
42 LEXINGTON AVEPROVIDENCERI02907050517389501 (C)(3)$11,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
MEETING STREET SCHOOL
1000 EDDY STREETPROVIDENCERI20905050269232501 (C)(3)$10,100CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
ADOPTION RHODE ISLAND
2 BRADFORD STREETPROVIDENCERI02903222543833501 (C)(3)$10,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
MARTIN LUTHER KING COMMUNITH CENTER
20 DR MARCUS WHEATLAND BLVDNEWPORTRI02840050271882501 (C)(3)$5,500CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
EAST BAY COMMUNITY ACTION PROGRAM
19 BROADWAYNEWPORTRI02840050310024501 (C)(3)$6,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
AMOS HOUSE
415 FRIENDSHIP STREETPROVIDENCERI02907050387218501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
BOYS & GIRLS CLUB OF PROVIDENCE
550 WICKENDEN STREETPROVIDENCERI02903050258929501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
COMMUNITY PREPARATORY SCHOOL
126 SOMERSET STREETPROVIDENCERI02907222485332501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
BLACKSTONE VALLEY ADVOCACY CENTER
PO BOX 5643PAWTUCKETRI02862050460224501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
CAPITAL CITY COMMUNITY CENTERS INC
110 RUGGLES STREETPROVIDENCERI02908050259090501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
SOPHIA ACADEMY
979 BRANCH AVENUEPROVIDENCERI02904311736069501 (C)(3)$20,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
SAN MIGUEL SCHOOL
525 BRANCH AVENUEPROVIDENCERI02904223232973501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
A WISH COME TRUE
1010 WARWICK AVEWARWICKRI02888050398808501 (C)(3)$5,800CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
RISE
143 PRAIRIE AVENUE 1ST FLOORPROVIDENCERI02905061470525501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
WASHINGTON PARK CITIZEN'S ASSOCIATION
42 JILLSON STREETPROVIDENCERI02905050380961501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
ACADEMY OF CAREER EXPLORATION
130 BROADWAYPROVIDENCERI02903311627669501 (C)(3)$5,100CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
BARRINGTON ARTS ALIVE
4 RIDGELAND ROADBARRINGTONRI02806452936314501 (C)(3)$10,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
BOYS & GIRLS CLUB OF FALL RIVER
803 BEDFORD STREETFALL RIVERMA02723042103923501 (C)(3)$8,809CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
BOYS & GIRLS CLUB OF NEWPORT COUNTY
95 CHUECH STRETNEWPORTRI02840050281572501 (C)(3)$6,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
CATHOLIC YOUTH ORGANIZATION
1 CATHEDRAL SQUAREPROVIDENCERI02903050258816501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
INSPIRING MINDS
763 WESTMINSTER STREETPROVIDENCERI02903050310175501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
JEWISH CHILDREN'S HOME OF RI
1065 WIRDENS POND ROADWAKEFILEDRI02879050268612501 (C)(3)$7,500CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
KENNEDY DONOVAN CENTER
ONE COMMERCIAL STREETFOXBOROMA02035042519028501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
PROVIDENCE - IN - TOWN CHURCHES
PO BOX 5639PROVIDENCERI02903222672825501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
SARGENT REHABILITATION CENTER
800 QUAKER LANEWARWICKRI02818050258936501 (C)(3)$6,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
SCHOOL ON WHEELS OF MASSACHUSETTS
790 WEST CHESTNUT STREETBROCKTONMA02301201020880501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
SOUTHSIDE COMMUNITY LAND TRUST
109 SOMERSET STREETPROVIDENCERI02907050394224501 (C)(3)$7,200CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
SPECIAL OLYMPICS
125 JOHN HANCOCK ROADTAUNTONMA02780237242294501 (C)(3)$8,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
THUNDERMIST HEALTH CENTER
450 CLINTON STREETWOONSOCKETRI02895050355097501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
WOMENS CENTER OF RI
PO BOX 603300PROVIDENCERI02906050369858501 (C)(3)$5,000CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
WOMENS RESOURCE CENTER NEWPORT
114 TOURO STREETNEWPORTRI02840050381031501 (C)(3)$5,377CHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE
CHILDREN & FRIENDS SERVICE
153 SUMMER STPROVIDENCERI02903050258819501 (C)(3)$5,000CHILDREN CHARITY FUNDINGFOR HEALTH, EDUCATION & WELFARECHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARECHILDREN CHARITY FUNDING FOR HEALTH, EDUCATION & WELFARE

Supplemental Information Detail SupplementalInformationDetail

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonANDREW BERGPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionBOARD OF DIRECTORS & INVESTMENT ADVISORRelationshipDescriptionTxt
Transaction$32,000TransactionAmt
TransactionDONATES INVESTMENT ADVISORY SERVICESTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THIS INFORMATION IS AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19INFORMATION IS NOT AVAILABLE TO THE PUBLIC.
FORM 990, PART VIIWILLIAM F. LUNNIE, STERN LEACH - 49 PEARL ST, ATTLEBORO, MA 02703. DAVID H. CHASE, AON RISK SERVICES - SUITE 1600, 111 WESTMINSTER ST, PROVIDENCE, RI 02903. RAYMOND H. COOGAN, WHITMORE DESIGNS - 117 SOUTH WASHINGTON ST, N ATTLEBORO, MA 02760. WILLIAM T. ANDRADE - 4565 CLUB DR, ATLANTA, GA 30319. BRADFORD J. FAXON, JR. - C/O 144 WESTMINSTER ST, PROVIDENCE, RI 02903. RUSSELL A. BOSS, A.T. CROSS - 1 ALBION RD, LINCOLN, RI 02865. BRADFORD R. BOSS, A.T. CROSS - 1 ALBION RD, LINCOLN, RI 02865. J. TERRENCE MURRAY - 1800 FLEET CENTER, PROVIDENCE, RI 02903. JODY L. ANDRADE - 4565 CLUB DRIVE, ATLANTA, GA 30319. JOHN P. ANDRADE - 89 AARON AVENUE, BRISTOL, RI 02809. MATTHEW T. MARCELLO III, HINCKLEY - 1500 FLEET CENTER, PROVIDENCE, RI 02903. THOMAS M. RYAN, CVS CORP. - ONE CVS DR, WOONSOCKET, RI 02895. THOMAS F HUDSON, THE HUDSON COMPANIE. - ONE SERVICE ROAD, PROVIDENCE, RI 02903. THOMAS F GILBANE - C/O GILBANE BLDG CO., 7 JACKSON WALKWAY, PROVIDENCE, RI 02940. DORY RICCI FAXON - C/O 144 WESTMINSTER ST, PROV RI 02903, PROVIDENCE, RI 02903. ANDREW J. BERG - 3060 PEACHTREE RD. STE. 830, ATLANTA, GA 30305. ELIZABETH Z. CHASE - 67 ORIOLE AVENUE, PROVIDENCE, RI 02906.