THE@CAROL A PETERSON FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE@CAROL A PETERSON FOUNDATION (EIN 05-0514676)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201541319349101469
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T12:29:08-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050479760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDSAGER BARTLETT & PIERONI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CATAMORE BLVD | AddressLine1Txt |
| City | EAST PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050514676 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROL A PETERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 4019410071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 BRADFORD ROAD | AddressLine1Txt |
| City | CRANSTON | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02910 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL PETERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4019410071 | PhoneNum |
| Signature | 2015-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD P PIERONI | PreparerPersonNm |
| PTIN | P00189634 | PTIN |
| Phone | 4012729100 | PhoneNum |
| Preparation | 2015-04-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,101,899 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $59,939 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,028 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,028 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,496 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $158,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,496 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $134,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,524 | 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 | $850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,499 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $305 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,399 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,899 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,369 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $21,345 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,331 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,331 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $911,499 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $938,928 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,051,568 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $932,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $989,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,101,899 | 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 | -$64,686 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | -$64,686 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $997,529 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,053,945 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $932,843 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $989,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $932,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $989,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $932,843 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,564 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,016,407 | SubtotalAmt |
| Other Decreases | $27,148 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $989,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 301.925 SHS DFA US LARGE CAP EQUITY PORT INST | P | 2013-09-10 | 2014-11-25 | $3,900 | $3,198 | $702 | $702 |
| 75 SHS VANGUARD MID CAP VALUE | P | 2010-03-23 | 2014-04-03 | $6,253 | $3,656 | $2,597 | $2,597 |
| 11.745 SHS VANGUARD MID CAP INDEX FUND ADMIRAL | P | 2010-03-23 | 2014-06-27 | $1,700 | $956 | $744 | $744 |
| 104.666 SHS DFA US LARGE CAP VALUE PORT INSTL | P | 2008-11-25 | 2014-06-27 | $3,500 | $2,122 | $1,378 | $1,378 |
| 80.496 SHS DFA US SMALL CAP VALUE PORT INSTL | P | 2007-03-06 | 2014-04-03 | $2,900 | $1,944 | $956 | $956 |
| 5036.391 SHS DFA TWO YEAR GLBL FIXED INCM PORT INSTL | P | 2010-12-30 | 2014-10-21 | $50,415 | $51,231 | -$816 | -$816 |
| 111.618 SHS DFA US LARGE CAP VALUE PORT INSTL | P | 2014-04-03 | $3,600 | $2,263 | $1,337 | $1,337 | |
| 1409 SHS DFA TAX MANAGED US MARKETWIDE VALUE PORT | P | 2008-11-14 | 2014-11-25 | $36,556 | $16,354 | $20,202 | $20,202 |
| 1878 DFA TA US CORE EQTY 2 PORT INSTL | P | 2008-04-25 | 2014-11-25 | $27,317 | $16,437 | $10,880 | $10,880 |
| 25 SHS VANGUARD MID CAP VALUE | P | 2010-03-23 | 2014-11-25 | $2,249 | $1,219 | $1,030 | $1,030 |
| 528.595 SHS DFA US LARGE CAP EQUITY PORT INST | P | 2013-09-10 | 2014-04-03 | $6,300 | $5,598 | $702 | $702 |
| 175.405 SHS DFA ASIA PACIFIC SMALL CO PORT INSTL | P | 2013-07-02 | 2014-06-27 | $4,200 | $3,830 | $370 | $370 |
| CAPITAL GAINS DIVIDENDS | P | $9,414 | $9,414 | $9,414 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,496 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $988,254 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045535 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,954 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $901,749 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048743 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,765 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $914,183 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046779 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $858,116 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039272 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,826 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $675,550 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048592 | DistributionYr5Rt |
| Total Distribution | 0.228921 | TotalDistributionRt |
| Average Distribution | 0.045784 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,063,874 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,708 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $734 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,442 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $920 | TotalPaymentsAndCreditsAmt |
| Tax Due | $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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL A PETERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4019410071 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 BRADFORD STREET | AddressLine1Txt |
| City | CRANSTON | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02910 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL PETERSON | ||||||||
| 28 BRADFORD ROAD | CRANSTON | RI | 02910 | PRESIDENT & TREASURER | 0.00 | $0 | $0 | $0 |
| MELISSA BURNETT-TESTA | ||||||||
| 1600 FINANCIAL PLAZA | PROVIDENCE | RI | 02903 | SECRETARY | 0.00 | $0 | $0 | $0 |
| EDWARD PIERONI | ||||||||
| ONE CATAMORE BLVD | EAST PROVIDENCE RI | RI | 02914 | 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 | $1,045,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,630 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,080,075 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,080,075 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,201 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,063,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,467 | TotalTaxAmt |
| Distributable Before Adj | $51,727 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,727 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,727 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $48,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $48,239 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $48,239 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $261 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $51,466 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL PETERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHANGING MINDS AND HEARTS EDUCATIONAL FOUNDATION | ||||||
| 39 EAGLE DRIVE 3B | N KINGSTOWN | RI | 02852 | NONE | FUNDING OF TALK WORKS PROGRAM | $20,000 |
| PROVIDENCE CHILDREN'S MUSEUM | ||||||
| 12 CARTER STREET | PROVIDENCE | RI | 02907 | NONE | DONATION | $10,000 |
| ST MATTHEW CHURCH | ||||||
| 15 FRANCIS AVENUE | CRANSTON | RI | 02910 | NONE | DONATION | $15,000 |
| BRADLEY HOSPITAL FOUNDATION | ||||||
| PO BOX H | PROVIDENCE | RI | 02901 | NONE | DONATION | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,500 | 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 | $25,028 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,496 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,524 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,524 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| CAROL A PETERSON | ||||||
| 1 | 28 BRADFORD ROAD | CRANSTON | RI | 02910 | $25,616 | Yes (X) |
| CAROL A PETERSON | ||||||
| 2 | 28 BRADFORD ROAD | CRANSTON | RI | 02910 | $34,323 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,878 SHARES DFA T.A. U.S. CORE EQUITY 2 FUND | $25,616 | 2014-10-22 |
| 2 | 1,409 SHARES DFA T.M. U.S. MARKETWIDE VALUE FUND | $34,323 | 2014-10-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PER REGULATION 53.4942(A)-3(D)(2) - THE REMAINING QUALIFYING DISTRIBUTIONS HAVE BEEN APPLIED TO UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2010. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $938,928 | BookValueAmt |
| EOYFMV | $1,051,568 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV/COST BASIS OF DONATED SECURITIES | Desc |
| Amt | $27,148 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $305 | $305 | $0 |
| 2013 BALANCE DUE | $274 | $0 | $0 |
| 2014 QUARTERLY ESTIMATES | $920 | $0 | $0 |