THE@CAROL A PETERSON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE@CAROL A PETERSON FOUNDATION (EIN 05-0514676)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-09
- IRS object ID
- 201411299349100016
- Schema version
- 2013v3.0
- 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
- Applied To Prior Year Election
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-09T10:12:05-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CATAMORE BLVD | AddressLine1 |
| City | EAST PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02914 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CRANSTON | City |
| State | RI | State |
| ZIP Code | 02910 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL PETERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4019410071 | PhoneNum |
| Signature | 2014-05-05 | 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 | 2014-05-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,061,607 | 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 | $17,065 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,065 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,366 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $283,012 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,366 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,431 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,431 | 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 |
| Legal Fees Rev And Expnss | $1,517 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $289 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $289 | 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 | $2,706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,706 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,142 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,265 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,345 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,345 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $901,853 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $911,499 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,040,263 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $936,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $932,843 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,061,607 | 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 | $1,000,804 | RetainedEarningBOYAmt |
| Retained Earning EOY | $997,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $936,118 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $932,843 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $936,118 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $932,843 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $936,118 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $932,843 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $932,843 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1432 SHS DFA COMMODITY STRATEGY FUND | P | 2012-08-03 | 2013-07-02 | $11,792 | $13,400 | -$1,608 | -$1,608 |
| 275 SHS PIMCO COMMODITIES/REAL RETURN FUND | P | 2012-08-03 | 2013-07-02 | $1,543 | $1,900 | -$357 | -$357 |
| 172 SHS DFA ASIA SAMLL COMPANY FUND | P | 2013-07-02 | 2013-10-23 | $4,300 | $3,717 | $583 | $583 |
| 1702 SHS PIMCO COMMODITIES/REAL RETURN FUND | P | 2007-12-01 | 2013-07-02 | $9,555 | $24,810 | -$15,255 | -$15,255 |
| 152 SHS DFA ENHANCED US LARGE CO. FUND | P | 2007-03-06 | 2013-07-02 | $1,600 | $1,410 | $190 | $190 |
| 402 SHS DFA US LARGE CAP VALUE FUND | P | 2008-09-08 | 2013-07-02 | $10,800 | $8,159 | $2,641 | $2,641 |
| 271 SHS DFA US MICROCAP FUND | P | 2007-03-06 | 2013-07-02 | $4,700 | $3,599 | $1,101 | $1,101 |
| 497 SHS DFA US SMALL CAP VALUE FUND | P | 2007-03-06 | 2013-07-02 | $15,500 | $12,009 | $3,491 | $3,491 |
| 169 SHS VANGUARD MIDCAP INDEX SIGNAL FUND | P | 2010-03-23 | 2013-07-02 | $6,300 | $4,343 | $1,957 | $1,957 |
| 150 SHS VANGUARD MIDCAP INDEX FUND | P | 2010-03-23 | 2013-07-02 | $10,385 | $7,313 | $3,072 | $3,072 |
| 3740 SHS DFA TWO YEAR GLOBAL FIXED INCOME FUND | P | 2010-12-30 | 2013-07-02 | $37,500 | $38,045 | -$545 | -$545 |
| 99 SHS DODGE & COX INTERNATIONAL STOCK FUND | P | 2007-12-31 | 2013-07-02 | $3,600 | $2,770 | $830 | $830 |
| 3273 SHS DFA INTERNATIONAL SMALL CAP VALUE FUND | P | 2011-09-30 | 2013-07-02 | $54,869 | $52,679 | $2,190 | $2,190 |
| 6603 SHS DFA ENHANCED US LARGE CO. FUND | P | 2010-12-31 | 2013-09-10 | $73,705 | $61,235 | $12,470 | $12,470 |
| 254 SHS DFA US LARGE CAP VALUE FUND | P | 2008-09-08 | 2013-10-23 | $7,500 | $5,153 | $2,347 | $2,347 |
| 219 SHS DFA US MICROCAP FUND | P | 2007-03-06 | 2013-10-23 | $4,300 | $2,902 | $1,398 | $1,398 |
| 165 SHS DFA US SMALL CAP VALUE FUND | P | 2007-03-06 | 2013-10-23 | $5,700 | $3,992 | $1,708 | $1,708 |
| 403 SHS DFA WORLD EX US VALUE CORE EQUITY FUND | P | 2010-12-30 | 2013-10-23 | $4,800 | $4,587 | $213 | $213 |
| 76 SHS DODGE & COX INTERNATIONAL STOCK FUND | P | 2008-09-08 | 2013-10-23 | $3,200 | $2,124 | $1,076 | $1,076 |
| 58 SHS VANGUARD MIDCAP INDEX SIGNAL FUND | P | 2010-03-23 | 2013-10-24 | $2,400 | $1,499 | $901 | $901 |
| CAPITAL GAINS DIVIDENDS | P | $8,963 | $8,963 | $8,963 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,366 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,954 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $901,749 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048743 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,765 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $914,183 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046779 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $858,116 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039272 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,826 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $675,550 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048592 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,563 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $649,143 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051704 | DistributionYr5Rt |
| Total Distribution | 0.235090 | TotalDistributionRt |
| Average Distribution | 0.047018 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $988,254 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,466 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $441 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $46,907 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $883 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $883 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $883 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $609 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $609 | TotalPaymentsAndCreditsAmt |
| Tax Due | $274 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CRANSTON | City |
| State | RI | State |
| ZIP Code | 02910 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $974,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,343 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,003,304 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,003,304 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $988,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $883 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $883 | TotalTaxAmt |
| Distributable Before Adj | $48,530 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,530 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,530 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $45,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,530 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,709 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,709 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $291 | 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 | $48,239 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CHANGING MINDS AND HEARTS EDUCATIONAL FOUNDATION | |||||
| 39 EAGLE DRIVE 3B | N KINGSTOWN | RI | 02852 | FUNDING OF TALK WORKS PROGRAM | $20,000 |
| PROVIDENCE CHILDREN'S MUSEUM | |||||
| 12 CARTER STREET | PROVIDENCE | RI | 02907 | DONATION | $10,000 |
| ST MATTHEW CHURCH | |||||
| 15 FRANCIS AVENUE | CRANSTON | RI | 02910 | DONATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,000 | 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 | $17,065 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,366 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,431 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,431 | 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 FEES | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $0 | 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 | $911,499 | BookValueAmt |
| EOYFMV | $1,040,263 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,517 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $289 | Amt |
| Net Investment Income | $289 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |