H WINFIELD AND PHYLLIS TUCKER FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- H WINFIELD AND PHYLLIS TUCKER FAMILY FOUNDATION INC (EIN 05-0514790)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201531339349102958
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T16:33:39-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-04-29 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $686,549 | 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 | $11,906 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,906 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $146,115 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $279,499 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $146,115 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,700 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,700 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $164,721 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,721 | 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 | $1,506 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,536 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,536 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $163 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $748 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $678 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,298 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,377 | 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 | $6,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,377 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $158,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,344 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $303,501 | CashBOYAmt |
| Cash EOY | $76,759 | CashEOYAmt |
| Cash EOYFMV | $76,759 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $25 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $192,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $578,098 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $609,715 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $68 | OtherAssetsBOYAmt |
| Other Assets EOY | $75 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $75 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $496,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $654,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $686,549 | 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 | $496,509 | RetainedEarningBOYAmt |
| Retained Earning EOY | $654,932 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $496,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $654,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $496,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $654,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $496,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $158,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $654,932 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $654,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EATON VANCE FLOATING RT INCM | P | 2013-10-18 | 2014-05-30 | $4,549 | $4,625 | -$76 | -$76 |
| ISHARES MSCI EMERGING MKTS ETF | P | 2013-04-17 | 2014-04-09 | $14,365 | $14,049 | $316 | $316 |
| ISHARES MSCI SOUTHKOREA CP ETF | P | 2014-04-09 | 2014-05-30 | $3,618 | $3,570 | $48 | $48 |
| ISHARES MSCI TAIWAN ETF | P | 2014-04-09 | 2014-05-30 | $3,670 | $3,584 | $86 | $86 |
| SPDR S&P CHINA ETF | P | 2014-04-09 | 2014-05-30 | $3,529 | $3,547 | -$18 | -$18 |
| ISHARES IBOXX $ HY COR BD ETF | P | 2012-09-27 | 2014-05-30 | $1,804 | $1,758 | $46 | $46 |
| ISHARES INTL TRESURY BND | P | 2013-04-17 | 2014-10-06 | $99 | $101 | -$2 | -$2 |
| ISHARES JP MORGAN EM BOND ETF | P | 2012-09-27 | 2014-05-30 | $1,734 | $1,811 | -$77 | -$77 |
| ISHARES MSCI EMERGING MKTS ETF | P | 2013-04-17 | 2014-05-30 | $8,519 | $8,192 | $327 | $327 |
| ISHARES MSCI JAPAN ETF | P | 2013-04-17 | 2014-05-30 | $5,792 | $5,653 | $139 | $139 |
| ISHARES MSCI PAC EX-JPN ETF | P | 2013-04-17 | 2014-05-30 | $3,504 | $3,428 | $76 | $76 |
| ISHARES RUSSELL MIDCAP G ETF | P | 2012-09-27 | 2014-05-30 | $3,903 | $2,787 | $1,116 | $1,116 |
| ISHARES RUSSELL MIDCAP V ETF | P | 2012-09-27 | 2014-05-30 | $2,454 | $1,705 | $749 | $749 |
| ISHARES RUSSELL 2000 GRWTH ETF | P | 2012-09-27 | 2014-05-30 | $1,306 | $957 | $349 | $349 |
| ISHARES RUSSELL 2000 VALUE ETF | P | 2012-09-27 | 2014-05-30 | $990 | $744 | $246 | $246 |
| VANGUARD EUROPEAN MSCI ETF | P | 2012-09-27 | 2014-05-30 | $5,425 | $4,086 | $1,339 | $1,339 |
| VANGUARD EUROPEAN MSCI ETF | P | 2013-04-17 | 2014-05-30 | $10,606 | $8,402 | $2,204 | $2,204 |
| VANGUARD REIT ETF | P | 2012-09-27 | 2014-05-30 | $2,988 | $2,609 | $379 | $379 |
| VANGUARD SHORT TERM BND | P | 2012-09-27 | 2014-05-30 | $7,160 | $7,247 | -$87 | -$87 |
| VANGUARD TOTAL BOND MARKET | P | 2013-04-17 | 2014-05-30 | $10,294 | $10,504 | -$210 | -$210 |
| VANGUARD SHORT TERM BND | P | 2013-04-17 | 2014-05-30 | $10,217 | $10,291 | -$74 | -$74 |
| WISDOMTREE TRUST JAPN HEDGE EQ | P | 2012-09-27 | 2014-05-30 | $4,062 | $2,722 | $1,340 | $1,340 |
| LIBERTY BROADBAND CORP S-A | P | 2014-10-07 | 2014-11-04 | $23 | $23 | $0 | $0 |
| LIBERTY BROADBAND CORP S-C | P | 2014-10-07 | 2014-11-04 | $23 | $23 | $0 | $0 |
| LIBERTY INTER CO VENTURE SER A | P | 2014-10-07 | 2014-11-04 | $5 | $5 | $0 | $0 |
| GENERAL ELECTRIC CO | D | 2004-06-08 | 2014-10-07 | $6,766 | $8,625 | -$1,859 | -$1,859 |
| MICROSOFT CORP | D | 2002-12-19 | 2014-10-07 | $12,191 | $7,064 | $5,127 | $5,127 |
| TRANSOCEAN LTD | D | 2002-12-19 | 2014-10-07 | $1,232 | $980 | $252 | $252 |
| WASH TRUST BANCORP INC | D | 2001-04-18 | 2014-10-07 | $126,769 | $4,517 | $122,252 | $122,252 |
| WASTE MGMT INC | D | 2002-12-19 | 2014-10-07 | $19,941 | $9,757 | $10,184 | $10,184 |
| POWERSHARES DB COMMODITY INDEX FUND | P | $10 | -$10 | -$10 | |||
| POWERSHARES DB COMMODITY INDEX FUND | P | $8 | -$8 | -$8 | |||
| CAPITAL GAINS DIVIDENDS | P | $1,961 | $1,961 | $1,961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $146,115 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $186,363 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $759,756 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.245293 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,777 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $741,786 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049579 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $750,756 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026640 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,465 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $388,173 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.003774 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,645 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063201 | DistributionYr5Rt |
| Total Distribution | 0.388487 | TotalDistributionRt |
| Average Distribution | 0.077697 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $638,353 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,598 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,613 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,211 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,227 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,227 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $680 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,547 | 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 | LINDA TUCKER | IndividualWithBooksNm |
| Phone | 4012943100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2 | 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 | $373,180 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $112,390 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $648,074 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $648,074 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,721 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $638,353 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,227 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,227 | TotalTaxAmt |
| Distributable Before Adj | $28,691 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,691 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,691 | 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 | $28,691 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $112,676 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $112,676 | 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 | $28,691 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $28,691 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $83,985 | 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 | $83,985 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $83,985 | ExcessFromYear1Amt |
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 | $11,906 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,700 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $146,115 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $164,721 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,721 | 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 | $1,506 | 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 | $574,780 | $606,486 |
| POWERSHARES DB COMMODITY INDEX FUND | $3,318 | $3,229 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $68 | BOYBookValueAmt |
| EOY Book Value | $75 | EOYBookValueAmt |
| EOYFMV | $75 | 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 | $70 | $0 | $0 |
| INVESTMENT EXPENSE - POWERSHARES DB COMMODITY | $5 | $5 | $0 |
| SECTION 1256 CONTRACTS & STRADDLES - POWERSHARES DB COMM. | $673 | $673 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN INTEREST | Desc |
| Revenue And Expenses Per Books | $6,700 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,700 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,536 | Amt |
| Net Investment Income | $2,536 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2013 FEDERAL | $665 | $0 | $0 |
| FOREIGN TAXES | $163 | $163 | $0 |
| 2014 FEDERAL ESTIMATES | $680 | $0 | $0 |