WASHINGTON TRUST CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON TRUST CHARITABLE FOUNDATION (EIN 05-0477294)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201533139349100413
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-09T11:00:44-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050477294 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON TRUST CO CHARITABLE FDN 1015103664 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WASH | BusinessNameControlTxt |
| Phone | 4013481234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BROAD STREET | AddressLine1Txt |
| City | WESTERLY | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE WASHINGTON TRUST COMPANY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4013481234 | PhoneNum |
| Signature | 2015-10-20 | SignatureDt |
| 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 | $3,277,114 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $400,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $59,445 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,764 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,556 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $521,549 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,556 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,999 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $545,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,320 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,329 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $731 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,379 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $781 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $378,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $378,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $379,379 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $781 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $378,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $165,621 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,539 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $547,221 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $472,432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $472,432 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,335,812 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,362,860 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,836,882 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $751,495 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $954,866 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $967,800 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,634,528 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,790,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,277,114 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,634,528 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,790,158 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,634,528 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,790,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,634,528 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,790,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,634,528 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $165,621 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,609 | OtherIncreasesAmt |
| Subtotal | $2,805,758 | SubtotalAmt |
| Other Decreases | $15,600 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,790,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 17. APPLE COMPUTER | 2013-02-07 | 2014-10-23 | $1,766 | $1,110 | $656 | $656 | |
| 150. BORGWARNER INC | 2012-12-05 | 2014-08-25 | $9,367 | $5,004 | $4,363 | $4,363 | |
| 300. CLEAN HARBORS INC | 2014-01-10 | $17,926 | $17,425 | $501 | $501 | ||
| 1225. EMC CORP - MASS | 2014-01-10 | $30,875 | $30,121 | $754 | $754 | ||
| 205. EMC CORP - MASS | 2013-02-07 | 2014-01-10 | $5,167 | $5,068 | $99 | $99 | |
| 50000. FNMA 2.15% 09/26/2018-2014 | 2013-09-05 | 2014-03-27 | $50,000 | $50,000 | |||
| 375. FRESH MARKET INC | 2012-12-28 | 2014-10-23 | $12,721 | $17,849 | -$5,128 | -$5,128 | |
| 25000. GENWORTH FINL INC 6.515% 05/22/2018 | 2008-05-21 | 2014-08-12 | $28,345 | $24,813 | $3,532 | $3,532 | |
| 2189.814 HEARTLAND VALUE PLUS INSTL | 2014-11-18 | $76,315 | $62,450 | $13,865 | $13,865 | ||
| 25. INTERNATL BUSINESS MACHINES | 2012-12-03 | 2014-10-23 | $4,038 | $4,739 | -$701 | -$701 | |
| 100. INTERNATL BUSINESS MACHINES | 2014-12-22 | $16,118 | $17,967 | -$1,849 | -$1,849 | ||
| 915. LKQ CORP | 2013-04-03 | 2014-02-05 | $23,902 | $19,447 | $4,455 | $4,455 | |
| 25000. METROPOLITAN GOVT NASHVILLE & GO IMPT BDS TAXABLE 2.88% 07/01/2 | 2010-06-11 | 2014-07-01 | $25,000 | $25,000 | |||
| 130. OPENTABLE INC | 2013-09-12 | 2014-06-17 | $13,571 | $9,831 | $3,740 | $3,740 | |
| 7458.569 VIRTUS SMALL CAP CORE I | 2014-11-18 | $192,058 | $148,169 | $43,889 | $43,889 | ||
| CAPITAL GAIN DIVIDENDS | $14,380 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,556 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $388,833 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,564,608 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.151615 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $340,228 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,336,017 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.145644 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $400,834 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,646,030 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.243516 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $374,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,260,775 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.297158 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $443,775 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,044,748 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.424768 | DistributionYr5Rt |
| Total Distribution | 1.262701 | TotalDistributionRt |
| Average Distribution | 0.25254 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,884,021 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $728,331 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,385 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $729,716 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $378,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,771 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,771 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,771 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,824 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,824 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $53 | OverpaymentAmt |
| Applied To ES Tax | $53 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Washington Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4013481234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BROAD STREET | AddressLine1Txt |
| City | WESTERLY | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | The Washington Trust Company | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Broad Street | AddressLine1Txt |
| City | Westerly | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,701,392 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $226,548 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,927,940 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,927,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,919 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,884,021 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,201 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,771 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,771 | TotalTaxAmt |
| Distributable Before Adj | $141,430 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $141,430 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $141,430 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $378,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $378,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $378,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $141,430 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $392,188 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $312,226 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $321,980 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $228,216 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $261,798 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,516,408 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $378,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $141,430 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $236,570 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,752,978 | 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 | $392,188 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,360,790 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $312,226 | ExcessFromYear4Amt |
| Excess From Year3 | $321,980 | ExcessFromYear3Amt |
| Excess From Year2 | $228,216 | ExcessFromYear2Amt |
| Excess From Year1 | $261,798 | ExcessFromYear1Amt |
| Excess From Current Year | $236,570 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THE WASHINGTON TRUST COMPANY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Dennis L Algiere | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Broad Street | AddressLine1Txt |
| City | Westerly | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4013481207 | RecipientPhoneNum |
| Form And Info And Materials | Letter outlining request | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | October 1st of each year | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Domestic Violence Resource Center | ||||||||
| of South County | 61 MAINSTREET | Wakefield | RI | 02879 | NONE | PUBLIC CHARITY | OPERTIONAL SERVICES | $5,000 |
| Friends of the Peace Dale Library | ||||||||
| 1057 KINGSTOWN ROAD | Peace Dale | RI | 02879 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Needham Community Council | ||||||||
| 570 HILLSIDE AVENUE | Needham | MA | 02494 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Greater Boston Food Bank | ||||||||
| 70 SOUTH BAY AVENUE | Boston | MA | 02118 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Hessco Elder Services | ||||||||
| ONE MERCHANT STREET | Sharon | MA | 02067 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Medfield Animal Shelter | ||||||||
| PO BOX 271 | Medfield | MA | 02052 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Earls Court Water Tower | ||||||||
| 59 GIBSON AVENUE | Narragansett | RI | 02882 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,000 | |
| Nature Conservancy | ||||||||
| 159 WATERMAN STREET | Providence | RI | 02906 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,000 | |
| Alpert Medical School | ||||||||
| BOX G-A1 | Providence | RI | 02912 | NONE | PUBLIC CHARITY | CORPORATE ANNUAL FUND | $5,000 | |
| Bryant University Scholarship | ||||||||
| 1150 DOUGLAS PIKE | Smithfield | RI | 02917 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $5,000 | |
| Children's Friend & Service | ||||||||
| 153 SUMMER STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL PURPOSES | $2,000 | |
| Family Service of Rhode Island | ||||||||
| PO BOX 6688 | Providence | RI | 02940 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $2,500 | |
| Dorcas Place - North Campus | ||||||||
| 220 ELMWOOD AVENUE | Providence | RI | 02907 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $3,000 | |
| Boys & Girls Club of Pawtucket | ||||||||
| ONE MOELLER PLACE | Pawtucket | RI | 02860 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $5,000 | |
| Providence College | ||||||||
| 1 CUNNINGHAM SQUARE | Providence | RI | 02918 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $5,000 | |
| Saint Raphael Academy | ||||||||
| 123 WALCOTT STREET | Pawtucket | RI | 028603222 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $65,000 | |
| Salve Regina University | ||||||||
| 100 OCHRE POINT AVENUE | Newport | RI | 02840 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $5,000 | |
| Crossroads Rhode Island | ||||||||
| 160 BROAD STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $5,000 | |
| Junior Achievement of Rhode Island | ||||||||
| 120 WATERMAN STREET SUITE 200 | Providence | RI | 02886 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,000 | |
| Ocean Community YMCA | ||||||||
| 95 HIGH STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | YOUTH CAMPAIGN, ICE RINK & | $87,500 | |
| Camp Jori | ||||||||
| PO BOX 5299 | Wakefield | RI | 02880 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $250 | |
| Meeting Street | ||||||||
| 1000 EDDY STREET | Providence | RI | 02905 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $2,000 | |
| Insight | ||||||||
| 43 JEFFERSON BOULEVARD SUITE 1 | Warwick | RI | 02888 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,000 | |
| United Way of Rhode Island | ||||||||
| 50 VALLEY STREET | Providence | RI | 02909 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $56,500 | |
| Tri-Town Community Action | ||||||||
| 1126 HARTFORD AVENUE | Johnston | RI | 02919 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Westbay Communiy Action | ||||||||
| 224 BUTTONWOODS AVENUE | Warwick | RI | 02886 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| James L Maher Center | ||||||||
| PO BOX 4390 | Middletown | RI | 02842 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $5,000 | |
| Phoenix House | ||||||||
| 99 WAYLAND AVENUE SUITE 99 | Providence | RI | 02906 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,500 | |
| Rhode Island Blood Center | ||||||||
| 405 PROMENADE STREET | Providence | RI | 02908 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $5,000 | |
| Saint Patrick Academy | ||||||||
| 244 SMITH STREET | Providence | RI | 02908 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,000 | |
| Jonnycake Center of Westerly | ||||||||
| 23 INDUSTRIAL DRIVE | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Jonnycake Center of Peace Dale | ||||||||
| 1231 KINGSTOWN ROAD | Peace Dale | RI | 02883 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Wood River Health Services | ||||||||
| 823 MAIN STREE | Hope Valley | RI | 028321920 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Day One | ||||||||
| 100 MEDWAY STREET | Providence | RI | 02906 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $2,500 | |
| Amos House | ||||||||
| 415 FRIENDSHIP STREET | Providence | RI | 02907 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $5,000 | |
| McAuley Ministries | ||||||||
| 622 ELMWOOD AVENUE | Providence | RI | 029073352 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $5,000 | |
| South County Hospital | ||||||||
| 100 KENYON AVENUE | Wakefield | RI | 02879 | NONE | PUBLIC CHARITY | HOSPICE CARE UNIT | $500 | |
| Urban Collaborative Accelerated Program | ||||||||
| 75 CARPENTER STREET | Providence | RI | 029033004 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $5,000 | |
| House of Hope | ||||||||
| 3188 POST ROAD | Warwick | RI | 02886 | NONE | PUBLIC CHARITY | OPERATIONAL PURPOSES | $1,000 | |
| North Kingstown Food Pantry | ||||||||
| 445 SCHOOL STREET | North Kingstown | RI | 02852 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Westerly Armory Restoration Inc | ||||||||
| PO BOX 614 | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $3,000 | |
| Westerly-Pawcatuck Chamber | ||||||||
| Foundation | ONE CHAMBER WAY | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | CONCERT SERIES - BLUES ON | $6,000 |
| New Urban Arts | ||||||||
| 705 WESTMINSTER STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,000 | |
| Grow Smart Rhode Island | ||||||||
| 235 PROMENADE STREET SUITE 550 | Providence | RI | 02908 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,000 | |
| Rhode Island Free Clinic | ||||||||
| 655 BROAD STREET | Providence | RI | 02907 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $5,000 | |
| Community 2000 Education Foundation | ||||||||
| PO BOX 1161 | Charlestown | RI | 02813 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $2,000 | |
| Kent Hospital | ||||||||
| 455 TOLL GATE ROAD | Warwick | RI | 02886 | NONE | PUBLIC CHARITY | AMBULATORY SURGERY CENTER | $5,000 | |
| Babcock Smith House Museum | ||||||||
| 124 GRANITE STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL PURPOSES | $5,000 | |
| University of Rhode Island Foundation | ||||||||
| 79 UPPER COLLEGE ROAD | Kingston | RI | 02881 | NONE | PUBLIC CHARITY | SCHOLARSHIP | $5,000 | |
| Comprehensive Community Action | ||||||||
| 311 DORIC AVENUE | Cranston | RI | 02910 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Stonington Community Center | ||||||||
| 28 CUTLER STREET | Stonington | CT | 06378 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $250 | |
| Pawcatuck Neighborhood Center | ||||||||
| 27 CHASE STREET | Pawcatuck | CT | 06379 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Person-To-Person | ||||||||
| 1864 POST ROAD | Darien | CT | 06820 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Glastonbury Food and Fuel Bank | ||||||||
| 300 WELLES STREET | Glastonbury | CT | 06033 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Block Island Medical Center | ||||||||
| PO BOX 919 | Block Island | RI | 02807 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,000 | |
| Firstworks | ||||||||
| 270 WESTMINSTER STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,000 | |
| West Broadway Neighborhood Assoc | ||||||||
| 1560 WESTMINSTER STREET | Providence | RI | 02909 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Rhode Island Foundation | ||||||||
| ONE UNION STATION | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $2,500 | |
| Providence In-Town Churches Assoc | ||||||||
| PO BOX 5639 | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Bread of Life Food Pantry | ||||||||
| 100 NEWMAN AVENUE | Rumford | RI | 02916 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Rhode Island PBS | ||||||||
| 50 PARK LANE | Providence | RI | 029073124 | NONE | PUBLIC CHARITY | RHODE ISLAND LIVE FROM THE | $5,000 | |
| Westerly Land Trust | ||||||||
| PO BOX 601 | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $2,000 | |
| Westerly Area Rest Meals | ||||||||
| 56 SPRUCE STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $10,500 | |
| Olneyville Housing Corporation | ||||||||
| 66 CHAFFEE STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $2,500 | |
| Education in Action | ||||||||
| 35 SWISS STREET | Providence | RI | 02909 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,500 | |
| Helping Hands of Block Island Inc | ||||||||
| PO BOX 1437 | Block Island | RI | 02807 | NONE | PUBIC CHARITY | OPERATIONAL SERVICES | $500 | |
| Living Supplies Closet | ||||||||
| 7 ELM STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,000 | |
| Adult Day Center of Westerly | ||||||||
| 5 UNION STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL PURPOSES | $6,000 | |
| Renaissance City Theater Inc | ||||||||
| 1 GRANITE STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,500 | |
| Girl Scouts of Rhode Island | ||||||||
| 500 GREENWICH AVENUE | Warwick | RI | 02886 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $5,000 | |
| The Learning Community | ||||||||
| 21 LINCOLN AVENUE | Central Falls | RI | 02863 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,000 | |
| Read to Succeed | ||||||||
| 175 HILLSIDE ROAD | Cranston | RI | 02920 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $2,500 | |
| Rhode Island for Community & Justice | ||||||||
| 80 WASHINGTON STREET OFFICE 450 | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $1,000 | |
| Capital Good Fund | ||||||||
| 56 PINE STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL SERVICES | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $378,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,445 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,556 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $145,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,000 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Washington Trust Company | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Broad Street | AddressLine1Txt |
| City | Westerly | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (6 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSACTIONS POSTED AFTER PERIOD END | $5,849 |
| TRADES POSTED FOR PRIOR PERIOD | $7,707 |
| ADJUSTMENT FOR FACTORING | $144 |
| AMENDMENTS/REVERSALS POSTED FOR PRIOR PE | $2 |
| ADJUSTMENT FOR AMORTIZATION - MUNICIPALS | $384 |
| ADJUSTMENT FOR AMORTIZATION - OTHER | $1,514 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSACTIONS POSTED FOR PRIOR PERIOD | $529 |
| AMENDMENTS/REVERSALS POSTED AFTER PERIOD END | $5,080 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $55 | $55 | $0 |
| FEDERAL ESTIMATES - INCOME | $598 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $565 | $565 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $111 | $111 | $0 |