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WASHINGTON TRUST CHARITABLE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WASHINGTON TRUST CHARITABLE FOUNDATION (EIN 05-0477294)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-13
IRS object ID
201411339349100231
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-13T09:23:24-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050477294EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WASHINGTON TRUST CO CHARITABLE FDN 1015103664BusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWASHBusinessNameControlTxt
Phone4013481234PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line123 BROAD STREETAddressLine1
CityWESTERLYCity
StateRIState
ZIP Code02891ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHE WASHINGTON TRUST COMPANYPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone4013481234PhoneNum
Signature2014-05-08SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,123,336FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$400,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$48,315DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,315DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,144NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$257,992GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,144CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$460,459TotalRevAndExpnssAmt
Total Net Invst Incm$60,459TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$6,845TaxesRevAndExpnssAmt
Taxes Net Invst Incm$701TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$6,845TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$701TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$388,833ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$388,833ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$395,678TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$701TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$388,833TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$64,781ExcessRevenueOverExpensesAmt
Net Investment Income$59,758NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$751,403SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$547,221SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$547,221SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY$1,290,048CorporateStockBOYAmt
Corporate Stock EOY$1,335,812CorporateStockEOYAmt
Corporate Stock EOYFMV$1,811,262CorporateStockEOYFMVAmt
Corporate Bonds BOY$520,281CorporateBondsBOYAmt
Corporate Bonds EOY$751,495CorporateBondsEOYAmt
Corporate Bonds EOYFMV$764,853CorporateBondsEOYFMVAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,561,732TotalAssetsBOYAmt
Total Assets EOY$2,634,528TotalAssetsEOYAmt
Total Assets EOYFMV$3,123,336TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,561,732CapitalStockBOYAmt
Capital Stock EOY$2,634,528CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,561,732TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,634,528TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,561,732TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,634,528TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,561,732TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$64,781ExcessRevenueOverExpensesAmt
Other Increases$9,045OtherIncreasesAmt
Subtotal$2,635,558SubtotalAmt
Other Decreases$1,030OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,634,528TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
275. AECOM TECHNOLOGY CORP2011-01-032013-02-07$7,628$7,822-$194-$194
260. AKAMAI TECHNOLOGIES INC2013-02-07$9,063$6,673$2,390$2,390
290. AKAMAI TECHNOLOGIES INC2013-04-16$10,086$10,253-$167-$167
580. AKAMAI TECHNOLOGIES INC2013-04-16$20,173$17,885$2,288$2,288
455. BOEING CO2013-01-29$33,428$32,054$1,374$1,374
135. CERNER CORP2011-12-052013-07-01$6,622$4,205$2,417$2,417
60. EXXON MOBIL CORP COM2013-04-05$5,330$5,113$217$217
90. FAMILY DOLLAR STORES INC2013-02-072013-09-12$6,458$5,029$1,429$1,429
260. FAMILY DOLLAR STORES INC2012-06-012013-09-12$18,655$17,473$1,182$1,182
25000. JP MORGAN CHASE & CO 5.75% 01/02/20132008-07-232013-01-02$25,000$25,000
2450. MCDERMOTT INTL INC2013-02-28$31,106$36,816-$5,710-$5,710
165. PERRIGO CO2013-02-282013-12-19$25,115$18,827$6,288$6,288
105. THERMO ELECTRON CORP2013-07-01$9,149$5,434$3,715$3,715
145. VERIFONE HLDGS INC2012-03-072013-02-07$5,027$7,326-$2,299-$2,299
935. VERIFONE HLDGS INC2013-12-30$24,171$38,166-$13,995-$13,995
290. WELLS FARGO & CO NEW COM2011-12-052013-04-05$10,651$7,772$2,879$2,879
CAPITAL GAIN DIVIDENDS$10,330P
FieldValueIRS element (for citing)
Capital Gain Net Income$12,144CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$340,228AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,336,017NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.145644DistributionYr1Rt
Adjusted Qlfy Distri Yr2$400,834AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,646,030NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.243516DistributionYr2Rt
Adjusted Qlfy Distri Yr3$374,650AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,260,775NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.297158DistributionYr3Rt
Adjusted Qlfy Distri Yr4$443,775AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,044,748NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.424768DistributionYr4Rt
Adjusted Qlfy Distri Yr5$403,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,246,960NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.323186DistributionYr5Rt
Total Distribution1.434272TotalDistributionRt
Average Distribution0.286854AverageDistributionRt
Net Vl Noncharitable Assets$2,564,608NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$735,668AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$598NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$736,266AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$388,833QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,195InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,195SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,195TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,792EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$0AppliedToEsTaxAmt
Total Payments And Credits$4,792TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,597OverpaymentAmt
Applied To ES Tax$598AppliedToESTaxAmt
Refund$2,999RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateRIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1The Washington Trust CompanyBusinessNameLine1
FieldValueIRS element (for citing)
Phone4013481234PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line123 BROAD STREETAddressLine1
CityWESTERLYCity
StateRIState
ZIP Code02891ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonThe Washington Trust CompanyPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line123 Broad StreetAddressLine1
CityWesterlyCity
StateRIState
ZIP Code02891ZIPCode
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos2AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,308,069AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$295,594AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,603,663TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,603,663AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,055CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,564,608NetVlNoncharitableAssetsAmt
Minimum Investment Return$128,230MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$128,230MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,195TaxBasedOnInvestmentIncomeAmt
Total Tax$1,195TotalTaxAmt
Distributable Before Adj$127,035DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$127,035DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$127,035DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$388,833ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$388,833QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$388,833AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$127,035DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$344,504ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$392,188ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$312,226ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$321,980ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$228,216ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,599,114TotalExcessDistributionCyovAmt
Qualifying Distributions$388,833QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$127,035AppliedToCurrentYearAmt
Remaining Distri From Corpus$261,798RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,860,912TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$344,504ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,516,408ExcessDistriCyovToNextYrAmt
Excess From Year4$392,188ExcessFromYear4Amt
Excess From Year3$312,226ExcessFromYear3Amt
Excess From Year2$321,980ExcessFromYear2Amt
Excess From Year1$228,216ExcessFromYear1Amt
Excess From Current Year$261,798ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHE WASHINGTON TRUST COMPANYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDennis L AlgiereRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line123 Broad StreetAddressLine1
CityWesterlyCity
StateRIState
ZIP Code02891ZIPCode
FieldValueIRS element (for citing)
Recipient Phone4013481207RecipientPhoneNum
Form And Info And MaterialsLetter outlining requestFormAndInfoAndMaterialsTxt
Submission DeadlinesOctober 1st of each yearSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2
ADULT DAY CARE CENTER OF WESTERLY
UNION STREETWESTERLYRI02891NONEPUBLIC CHARITYOPERATIONS$6,000
AS220
115 EMPIRE STREETPROVIDENCERI02903NONEPUBLIC CHARITYOPERATIONS$1,000
BABCOCK SMITH HOUSE MUSEUM
GRANITE STREETWESTERLYRI02891NONEPUBLIC CHARITYOPERATIONS$5,000
BOYS & GIRLS CLUB OF PAWTUCKET
ONE MOELLER PLACEPAWTUCKETRI02860NONEPUBLIC CHARITYOPERATIONS$5,000
BROWN ALPERT MEDICAL SCHOOL
BOX G-APROVIDENCERI02912NONEPUBLIC CHARITYCORPORATE ANNUAL FUND$5,000
BRYANT COLLEGE
1150 DOUGLAS PIKESMITHFIELDRI02917NONEPUBLIC CHARITYSCHOLARSHIPS$5,000
CAPITAL GOOD FUND
56 PINE STREETPROVIDENCERI02903NONEPUBLIC CHARITYOPERATIONS$4,000
THE COLLEGE CRUSADE OF RHODE ISLAND
134 THURBERS AVENUEPROVIDENCERI02905NONEPUBLIC CHARITYOPERATIONS$1,000
COMMUNITY 2000 EDUCATION FOUNDATION
PO BOX 1161CHARLESTOWNRI02813NONEPUBLIC CHARITYOPERATIONS$1,000
CRANSTON PUBLIC LIBRARY
140 SOCKANOSSET CROSS ROADCRANSTONRI02920NONEPUBLIC CHARITYOPERATIONS$2,000
DOMESTIC VIOLENCE RESOURCE CENTER
61 MAIN STREETWAKEFIELDRI02879NONEPUBLIC CHARITYOPERATIONS$5,000OF SOUTH COUNTY
DORCAS PLACE
220 ELMWOOD AVENUEPROVIDENCERI02907NONEPUBLIC CHARITYOPERATIONS$3,000
ECONOMIC PROGRESSIVE INSTITUTE
600 MT PLEASANT STREETPROVIDENCERI02908NONEPUBLIC CHARITYOPERATIONS$1,000
EDUCATION IN ACTION
35 SWISS STREETPROVIDENCERI02909NONEPUBLIC CHARITYOPERATIONS$2,000
FAMILY SERVICE OF RHODE ISLAND
55 HOPE STREETPROVIDENCERI02940NONEPUBLIC CHARITYOPERATIONS$5,000
FRANK OLEAN CENTER INC
AIRPORT ROADWESTERLYRI02891NONEPUBLIC CHARITYOPERATIONS$3,000
FROSTY DREW NATURE CENTER
PO BOX 160CHARLESTOWNRI02813NONEPUBLIC CHARITYOPERATIONS$2,500
HOUSE OF HOPE
PO BOX 1224NORTH KINGSTOWNRI02852NONEPUBLIC CHARITYOPERATIONS$1,000
INSIGHT
43 JEFFERSON BOULEVARDWARWICKRI02888NONEPUBLIC CHARITYOPERATIONS$1,000
SAINT RAPHAEL ACADEMY
123 WALCOTT STREETPAWTUCKETRI02860NONEPUBLIC CHARITYOPERATIONS$5,000
SALT MARSH OPERA
65 CUTLER STREETSTONINGTONCT06378NONEPUBLIC CHARITYOPERATIONS$1,000
INSTITUTE FOR THE STUDY & PRACTICE
265 OXFORD STREETPROVIDENCERI02905NONEPUBLIC CHARITYOPERATIONS$5,000OF NON VIOLENCE
JONNYCAKE CENTER OF PEACEDALE
1231 KINGSTOWN ROADPEACE DALERI02879NONEPUBLIC CHARITYOPERATIONS$1,500
JUNIOR ACHIEVEMENT OF RHODE ISLAND
120 WATERMAN STREETPROVIDENCERI02906NONEPUBLIC CHARITYOPERATIONS$1,000
THE KENT CENTER
2756 POST ROADWARWICKRI02886NONEPUBLIC CHARITYOPERATIONS$5,000
KENT HOSPITAL
455 TOLL GATE ROADWARWICKRI02886NONEPUBLIC CHARITYHEART CENTER$5,000
KENT HOSPITAL
455 TOLL GATE ROADWARWICKRI02886NONEPUBLIC CHARITYAMBULATORY SURGERY CENTER$5,000
JAMES L MAHER CENTER
120 HILLSIDE AVENUENEWPORTRI02840NONEPUBLIC CHARITYOPERATIONS$5,000
MARANATHA COMMUNITY OUTREACH
1040 ATWELLS AVENUEPROVIDENCERI02909NONEPUBLIC CHARITYOPERATIONS$500
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVEARLINGTONVA22203NONEPUBLIC CHARITYOPERATIONS$5,000
NEIGHBORS HELPING NEIGHBORS
15 EAST BEACH ROADCHARLESTOWNRI02813NONEPUBLIC CHARITYOPERATIONS$1,000
NEW URBAN ARTS
705 WESTMINSTER STREETPROVIDENCERI02903NONEPUBLIC CHARITYOPERATIONS$5,000
OPEN DOORS
485 PLAINFIELD STREETPROVIDENCERI02909NONEPUBLIC CHARITYOPERATIONS$1,000
RHODE ISLAND BLOOD CENTER
405 PROMENADE STREETPROVIDENCERI02908NONEPUBLIC CHARITYOPERATIONS$5,000
RHODE ISLAND PUBLIC RADIO
1 UNION STATIONPROVIDENCERI02903NONEPUBLIC CHARITYOPERATIONS$2,500
RHODE ISLAND STATE HOUSE RESTORATIO
150 TAMARACK DRIVEEAST GREENWICHRI02818NONEPUBLIC CHARITYUNRESTRICTED GIFT$5,000RESTORATION SOCIETY
SPECIAL OLYMPICS RHODE ISLAND
370 GEORGE WASHINGTON HIGHWAYSMITHFIELDRI02917NONEPUBLIC CHARITYOPERATIONS$5,000
JONNYCAKE CENTER OF WESTERLY
INDUSTRIAL DRIVEWESTERLYRI02891NONEPUBLIC CHARITYOPERATIONS$2,500
STANTON DAVIS HOMESTEAD MUSEUM
GREEN HAVEN ROADSTONINGTONCT06378NONEPUBLIC CHARITYOPERATIONS$1,000
TRINITY REPERTORY COMPANY
201 WASHINGTON STREETPROVIDENCERI02903NONEPUBLIC CHARITYOPERATIONS$8,333
UNITED WAY OF RHODE ISLAND
50 VALLEY STREETPROVIDENCERI02909NONEPUBLIC CHARITYOPERATIONS$55,000
UNIVERSITY OF RHODE ISLAND
75 LOWER COLLEGE ROADKINGSTONRI02881NONEPUBLIC CHARITYR CAROTHERS FUND$1,000
UNIVERSITY OF RHODE ISLAND
75 LOWER COLLEGE ROADKINGSTONRI02881NONEPUBLIC CHARITYSCHOLARSHIPS$5,000
URBAN COLLABORATIVE ACCELERATED
75 CARPENTER STREETPROVIDENCERI02903NONEPUBLIC CHARITYOPERATIONS$15,000PROGRAM
WESTERLY AREA REST MEALS
SPRUCE STREETWESTERLYRI02891NONEPUBLIC CHARITYOPERATIONS$10,000
WESTERLY ARMORY RESTORATION INC
41 RAILROAD AVENUEWESTERLYRI02891NONEPUBLIC CHARITYOPERATIONS$2,500
WESTERLY PUBLIC LIBRARY
BROAD STREETWESTERLYRI02891NONEPUBLIC CHARITYOPERATIONS$5,000
WHEELER LIBRARY
101 MAIN STREETNORTH STONINGTONCT06359NONEPUBLIC CHARITYOPERATIONS$1,000
OCEAN COMMUNITY YMCA
HIGH STREETWESTERLYRI02891NONEPUBLIC CHARITYOPERATIONS$25,000
OCEAN COMMUNITY YMCA
HIGH STREETWESTERLYRI02891NONEPUBLIC CHARITYOPERATION OF SKATING RINK$50,000
YOUTH IN ACTION
672 BROAD STREETPROVIDENCERI02907NONEPUBLIC CHARITYOPERATIONS$1,000
GILBERT STUART BIRTHPLACE & MUSEUM
815 GILBERT STUART ROADSAUNDERSTOWNRI02874NONEPUBLIC CHARITYOPERATIONS$500
WESTERLY HOSPITAL FOUNDATION
25 WELLS STREETWESTERLYRI02891NONEPUBLIC CHARITYSHORELINE POLIO SURVIVORS$250
INSTITUTE FOR THE STUDY & PRACTICE
265 OXFORD STREETPROVIDENCERI02905NONEPUBLIC CHARITYOPERATIONS$15,000OF NON VIOLENCE
PROVIDENCE COLLEGE
1 CUNNINGHAM SQUAREPROVIDENCERI02918NONEPUBLIC CHARITYOPERATIONS$5,000
COURTHOUSE CENTER FOR THE ARTS
3481 KINGSTOWN ROADWEST KINGSTONRI02892NONEPUBLIC CHARITYOPERATIONS$2,000
OCEAN COMMUNITY YMCA
HIGH STREETWESTERLYRI02891NONEPUBLIC CHARITYOPERATIONS$500
JOHN E FOGARTY CENTER
220 WOONASQUATUCKET AVENUENORTH PROVIDENCERI02911NONEPUBLIC CHARITYOPERATIONS$5,000
GROW SMART RI
235 PROMENADE STREETPROVIDENCERI02908NONEPUBLIC CHARITYOPERATIONS$1,000
WEST BROADWAY NEIGHBORHOOD
1560 WESTMINSTER STREETPROVIDENCERI02909NONEPUBLIC CHARITYOPERATIONS$500ASSOCIATION
BOYS & GIRLS CLUB OF PAWTUCKET
ONE MOELLER PLACEPAWTUCKETRI02860NONEPUBLIC CHARITYOPERATIONS$5,000
UNITED WAY OF RHODE ISLAND
50 VALLEY STREETPROVIDENCERI02909NONEPUBLIC CHARITYSTORM VICTIMS$500
SPECIAL OLYMPICS RHODE ISLAND
370 GEORGE WASHINGTON HIGHWAYSMITHFIELDRI02917NONEPUBLIC CHARITYOPERATIONS$500
OCEAN COMMUNITY YMCA
HIGH STREETWESTERLYRI02891NONEPUBLIC CHARITYCAPITAL CAMPAIGN$500
HOLOCAUST EDUCATION & RESOURCE CENT
401 ELMGROVE AVENUEPROVIDENCERI02906NONEPUBLIC CHARITYOPERATIONS$1,000
NARRAGANSETT COUNCIL OF
10 RISHO AVENUEEAST PROVIDENCERI02914NONEPUBLIC CHARITYOPERATIONS$2,500BOY SCOUTS OF AMERICA
RHODE ISLAND FOR COMMUNITY &
80 WASHINGTON STREETPROVIDENCERI02903NONEPUBLIC CHARITYOPERATIONS$750JUSTICE
CAMP JORI
1065 WORDENS POND ROADWAKEFIELDRI02879NONEPUBLIC CHARITYOPERATIONS$250
SPECIAL SIGNAL FIRE ASSOCIATION
PO BOX 454PROVIDENCERI02901NONEPUBLIC CHARITYOPERATIONS$1,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUEDALLASTX75231NONEPUBLIC CHARITYOPERATIONS$2,500
RHODE ISLAND FOUNDATION
ONE UNION STATIONPROVIDENCERI02903NONEPUBLIC CHARITYOPERATIONS$1,000
RICHMOND SENIOR CENTER
1168 MAIN STREETWYOMINGRI02898NONEPUBLIC CHARITYOPERATIONS$1,000
RHODE ISLAND FOR COMMUNITY &
80 WASHINGTON STREETPROVIDENCERI02903NONEPUBLIC CHARITYOPERATIONS$750JUSTICE
TOMAQUAG INDIAN MEMORIAL MUSEUM
390 A SUMMIT ROADEXETERRI02822NONEPUBLIC CHARITYOPERATIONS$1,000
RHODE ISLAND PBS
50 PARL LANEPROVIDENCERI02907NONEPUBLIC CHARITYMEET ME AT THE PRESS$10,000
WESTERLY LAND TRUST
PO BOX 601WESTERLYRI02891NONEPUBLIC CHARITYOPERATIONS$1,000
WESTERLY LAND TRUST
PO BOX 601WESTERLYRI02891NONEPUBLIC CHARITYREVOLVING FUND$10,000
AMERICAN RED CROSS
105 GANO STREETPROVIDENCERI02906NONEPUBLIC CHARITYOPERATION HOLIDAY CHEER$1,000
NORTH KINGSTOWN FOOD PANTRY
575 BOSTON NECK ROADNORTH KINGSTOWNRI02852NONEPUBLIC CHARITYOPERATIONS$750
WOOD RIVER HEALTH SERVICES
823 MAIN STREETHOPE VALLEYRI02832NONEPUBLIC CHARITYOPERATIONS$750
JONNYCAKE CENTER OF PEACE DALE
1231 KINGSTOWN ROADPEACE DALERI02879NONEPUBLIC CHARITYOPERATIONS$750
JONNYCAKE CENTER OF WESTERLY
INDUSTRIAL DRIVEWESTERLYRI02891NONEPUBLIC CHARITYOPERATIONS$750
WARM SHELTER
SPRUCE STREETWESTERLYRI02891NONEPUBLIC CHARITYOPERATIONS$750
PAWCATUCK NEIGHBORHOOD CENTER
27 CHASE STREETPAWCATUCKCT06379NONEPUBLIC CHARITYOPERATIONS$750
COMPREHENSIVE COMMUNITY ACTION
311 DORIC AVENUECRANSTONRI02910NONEPUBLIC CHARITYOPERATIONS$750
PROVIDENCE IN TOWN CHURCHES
250 WASHINGTON STREETPROVIDENCERI02903NONEPUBLIC CHARITYOPERATIONS$750
WEST BAY COMMUNITY ACTION
224 BUTTONWOODS AVENUEWARWICKRI02886NONEPUBLIC CHARITYOPERATIONS$750
HELPING HANDS OF BLOCK ISLAND
1 OCEAN AVENUEBLOCK ISLANDRI02807NONEPUBLIC CHARITYOPERATIONS$750
BREAD OF LIFE FOOD PANTRY
100 NEWMAN AVENUERUMFORDRI02916NONEPUBLIC CHARITYOPERATIONS$750
NEEDHAM COMMUNITY COUNCIL
570 HILLSIDE AVENUENEEDHAMMA02494NONEPUBLIC CHARITYOPERATIONS$250
GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118NONEPUBLIC CHARITYOPERATIONS$250
HESSCO ELDER SERVICES
ONE MERCHANT STREETSHARONMA02067NONEPUBLIC CHARITYOPERATIONS$250
GLASTONBURY FOOD AND FUEL BANK
TOWN HALLGLASTONBURYCT06033NONEPUBLIC CHARITYOPERATIONS$250
TRI TOWN COMMUNITY ACTION
1126 HARTFORD AVENUEJOHNSTONRI02919NONEPUBLIC CHARITYOPERATIONS$250
SAINT RAPHAEL ACADEMY
123 WALCOTT STREETPAWTUCKETRI02860NONEPUBLIC CHARITYCAPITAL CAMPAIGN$2,000
SAINT PATRICK ACADEMY
244 SMITH STREETPROVIDENCERI02908NONEPUBLIC CHARITYCAPITAL CAMPAIGN$2,500
NARRAGANSETT COUNCIL OF
10 RISHO AVENUEEAST PROVIDENCERI02914NONEPUBLIC CHARITYCAPITAL CAMPAIGN$500BOY SCOUTS OF AMERICA
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$388,833TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,315ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,144ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$60,459ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$60,459TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1The Washington Trust CompanyBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line123 Broad StreetAddressLine1
CityWesterlyCity
StateRIState
ZIP Code02891ZIPCode
FieldValueIRS element (for citing)
Total Contributions$400,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescriptionDescriptionAmountAmount
TRANSACTIONS POSTED AFTER PERIOD END$529
ADJUSTMENT FOR DIVIDEND FACTORING$501

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (6 entries)

DescriptionDescriptionAmountAmount
TRANSACTIONS POSTED FOR PRIOR PERIOD$658
TRADES POSTED AFTER PERIOD END$7,707
AMENDMENTS/REVERSALS POSTED AFTER PERIOD END$2
ADJUSTMENT FOR FOREIGN TAX FACTORING$675
ADJUSTMENT FOR ROUNDING OF SALES$2
ADJUSTMENT FOR ROUNDING$1

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Washington Trust CompanyBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line123 Broad StreetAddressLine1
CityWesterlyCity
StateRIState
ZIP Code02891ZIPCode

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$26$26$0
FEDERAL TAX PAYMENT - PRIOR YE$1,352$0$0
FEDERAL ESTIMATES - INCOME$4,792$0$0
FOREIGN TAXES ON QUALIFIED FOR$556$556$0
FOREIGN TAXES ON NONQUALIFIED$119$119$0