WASHINGTON TRUST CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON TRUST CHARITABLE FOUNDATION (EIN 05-0477294)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-29
- IRS object ID
- 201312109349100001
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-29T07:48:38-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050477294 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON TRUST CO CHARITABLE FDN 1015103664 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WASH | NameControl |
| Phone | 4013481234 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BROAD STREET | AddressLine1 |
| City | WESTERLY | City |
| State | RI | State |
| ZIP Code | 02891 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THE WASHINGTON TRUST COMPANY | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 4013481234 | Phone |
| Date Signed | 2013-07-29 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2759713 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 400000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 56536 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 56536 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 183802 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1409109 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 183802 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 640338 | TotalRevenueAndExpenses |
| Total Net Investment Income | 240338 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7032 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 752 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Other Expenses Rev And Expnss | 134 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 134 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 7166 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 886 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 340233 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 340233 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 347399 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 886 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 340233 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 292939 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 239452 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 533347 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 751403 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 751403 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 1499521 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1290048 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1451121 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 399973 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 520281 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 557189 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2432841 | TotalAssetsBOY |
| Total Assets EOY | 2561732 | TotalAssetsEOY |
| Total Assets EOYFMV | 2759713 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2432841 | CapitalStockBOY |
| Capital Stock EOY | 2561732 | CapitalStockEOY |
| Total Net Assets BOY | 2432841 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2561732 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2432841 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2561732 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2432841 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 292939 | ExcessOfRevenueOverExpenses |
| Other Increases | 1542 | OtherIncreases |
| Subtotal | 2727322 | Subtotal |
| Other Decreases | 165590 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2561732 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (70 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|
| 380. ABB LTD ADR | 2012-05-23 | 6149 | 9424 | -3275 | -3275 | |
| 605. ABB LTD ADR | 2012-07-23 | 9498 | 11536 | -2038 | -2038 | 2011-12-05 |
| 500. ABB LTD ADR | 2012-07-23 | 7850 | 11020 | -3170 | -3170 | 2010-10-11 |
| 300. AKAMAI TECHNOLOGIES INC | 2012-08-16 | 11316 | 10299 | 1017 | 1017 | 2011-04-29 |
| 155. ANSYS INC | 2012-05-23 | 9495 | 9618 | -123 | -123 | 2011-12-05 |
| 90. ANSYS INC | 2012-10-31 | 6219 | 3831 | 2388 | 2388 | 2010-10-11 |
| 50. ANSYS INC | 2012-10-31 | 3455 | 2767 | 688 | 688 | 2011-04-29 |
| 24. APPLE COMPUTER | 2012-02-24 | 12476 | 7918 | 4558 | 4558 | 2011-01-03 |
| 190. ATHENAHEALTH INC | 2012-02-24 | 13195 | 8003 | 5192 | 5192 | 2011-01-03 |
| 100. ATHENAHEALTH INC | 2012-04-05 | 7129 | 4212 | 2917 | 2917 | 2011-01-03 |
| 70. ATHENAHEALTH INC | 2012-05-23 | 5335 | 2948 | 2387 | 2387 | 2011-01-03 |
| 35. ATHENAHEALTH INC | 2012-10-24 | 2366 | 1474 | 892 | 892 | 2011-01-03 |
| 68. ATHENAHEALTH INC | 2012-10-24 | 4596 | 3387 | 1209 | 1209 | 2012-01-04 |
| 13. ATHENAHEALTH INC | 2012-10-24 | 879 | 648 | 231 | 231 | 2012-01-04 |
| 164. ATHENAHEALTH INC | 2012-10-25 | 10440 | 8169 | 2271 | 2271 | 2012-01-04 |
| 225. AUTO DATA PROCESS | 2012-04-03 | 12565 | 12205 | 360 | 360 | |
| 170. AUTO DATA PROCESS | 2012-04-03 | 9494 | 8534 | 960 | 960 | 2011-03-23 |
| 15000. BRISTOL MYERS SQUIBB CO | 2012-01-04 | 513914 | 323871 | 190043 | 190043 | 2011-11-30 |
| 115. BROADCOM CORP COM | 2012-02-24 | 4278 | 4256 | 22 | 22 | 2010-10-11 |
| 210. BROADCOM CORP COM | 2012-02-24 | 7812 | 8539 | -727 | -727 | 2011-03-23 |
| 185. BROADCOM CORP COM | 2012-11-01 | 5907 | 6847 | -940 | -940 | 2010-10-11 |
| 15. BROADCOM CORP COM | 2012-11-01 | 479 | 559 | -80 | -80 | 2012-03-01 |
| 190. CERNER CORP | 2012-02-24 | 13881 | 8166 | 5715 | 5715 | 2010-10-11 |
| 115. CERNER CORP | 2012-05-23 | 9058 | 4943 | 4115 | 4115 | 2010-10-11 |
| 105. COGNIZANT TECHNOLOGY SOLUTIONS CL A | 2012-12-03 | 7039 | 7411 | -372 | -372 | 2011-12-05 |
| 495. DARDEN RESTAURANTS INC | 2012-12-06 | 23232 | 25959 | -2727 | -2727 | |
| 205. EMC CORP - MASS | 2012-12-03 | 5076 | 5506 | -430 | -430 | 2011-06-21 |
| 745. EXPEDITORS INTL WASH INC COM | 2012-02-15 | 31998 | 35870 | -3872 | -3872 | |
| 35. EXXON MOBIL CORP COM | 2012-06-27 | 2915 | 3176 | -261 | -261 | 2008-01-10 |
| 25000. FFCB 3.74% 07/19/2021-2012 | 2012-07-19 | 25000 | 25000 | 2011-07-14 | ||
| 25000. FHLB 4.125% 01/20/2021-2012 | 2012-01-20 | 25000 | 24984 | 16 | 16 | 2011-02-16 |
| 50000. FHLB 6% 06/19/2017-2012 | 2012-06-19 | 50000 | 50000 | 2007-06-13 | ||
| 675. GENTEX CORP | 2012-08-01 | 10665 | 13918 | -3253 | -3253 | 2010-10-11 |
| 855. GENTEX CORP | 2012-08-01 | 13509 | 24777 | -11268 | -11268 | |
| 474.858 HARBOR INTERNATIONAL FUND | 2012-05-23 | 25638 | 28800 | -3162 | -3162 | 2012-02-24 |
| 45. INTERNATL BUSINESS MACHINES | 2012-05-23 | 8780 | 7733 | 1047 | 1047 | 2011-04-29 |
| 335. ISHARES TR RUSSELL MIDCAP | 2012-03-01 | 36665 | 36683 | -18 | -18 | 2012-02-24 |
| 535. ISHARES TR RUSSELL 2000 | 2012-05-23 | 40469 | 39777 | 692 | 692 | 2012-01-04 |
| 825. ISHARES TR RUSSELL 2000 | 2012-05-23 | 62406 | 71363 | -8957 | -8957 | 2011-04-29 |
| 2183.438 IVY FUNDS MID CAP GROWTH I | 2012-05-23 | 39062 | 41913 | -2851 | -2851 | |
| 75. JACOBS ENGR GROUP INC COM | 2012-05-15 | 2847 | 3716 | -869 | -869 | 2011-04-29 |
| 246. JACOBS ENGR GROUP INC COM | 2012-05-15 | 9337 | 9872 | -535 | -535 | 2010-10-11 |
| 154. JACOBS ENGR GROUP INC COM | 2012-05-16 | 5784 | 6180 | -396 | -396 | 2010-10-11 |
| 295. JACOBS ENGR GROUP INC COM | 2012-05-16 | 11081 | 12658 | -1577 | -1577 | 2011-12-05 |
| 270. JOY GLOBAL INC | 2012-05-30 | 16031 | 24249 | -8218 | -8218 | 2011-01-03 |
| 150. JOY GLOBAL INC | 2012-05-30 | 8906 | 11680 | -2774 | -2774 | 2012-01-04 |
| 105. OMNICOM GRP INC | 2012-12-03 | 5169 | 5449 | -280 | -280 | 2007-06-12 |
| 45. QUALCOMM CORP | 2012-05-23 | 2595 | 1998 | 597 | 597 | 2010-10-11 |
| 160. QUALCOMM CORP | 2012-05-23 | 9225 | 8414 | 811 | 811 | 2011-03-23 |
| 115. ROPER INDUSTRIES INC | 2012-05-23 | 11409 | 9744 | 1665 | 1665 | 2011-02-17 |
| 95. ROPER INDUSTRIES INC | 2012-06-01 | 9305 | 8049 | 1256 | 1256 | 2011-02-17 |
| 160. STATE STREET BOSTON CORP COM | 2012-05-23 | 6637 | 7186 | -549 | -549 | 2011-06-29 |
| 90. STERICYCLE INC | 2012-05-23 | 7653 | 3644 | 4009 | 4009 | |
| 310. TEVA PHARMACEUTICAL INDS LTD ADR | 2012-11-06 | 12747 | 12490 | 257 | 257 | 2011-12-05 |
| 340. TEVA PHARMACEUTICAL INDS LTD ADR | 2012-11-06 | 13980 | 14653 | -673 | -673 | |
| 175. TEVA PHARMACEUTICAL INDS LTD ADR | 2012-11-06 | 7196 | 8356 | -1160 | -1160 | 2011-06-29 |
| 44.9998 THERMO ELECTRON CORP | 2012-02-24 | 2528 | 2878 | -350 | -350 | 2011-06-21 |
| 85.0002 THERMO ELECTRON CORP | 2012-02-24 | 4776 | 5436 | -660 | -660 | 2011-06-21 |
| 85. THERMO ELECTRON CORP | 2012-02-24 | 4776 | 4059 | 717 | 717 | 2010-10-11 |
| 125. THERMO ELECTRON CORP | 2012-12-03 | 7936 | 5969 | 1967 | 1967 | 2010-10-11 |
| 110. VARIAN MED SYS INC COM | 2012-12-03 | 7633 | 7296 | 337 | 337 | 2011-03-23 |
| 770. VANGUARD INDEX FDS REIT VIPERS | 2012-08-16 | 50984 | 61880 | -10896 | -10896 | |
| 425. VANGUARD INDEX FDS REIT VIPERS | 2012-08-16 | 28141 | 24489 | 3652 | 3652 | 2012-01-04 |
| 110. VANGUARD INDEX FDS REIT VIPERS | 2012-12-03 | 7082 | 6338 | 744 | 744 | 2012-01-04 |
| 120. VISA INC CL A | 2012-05-23 | 14198 | 8922 | 5276 | 5276 | 2010-10-11 |
| 1187.337 VIRTUS EMERGING MARKET OPPORTUNITY FUND | 2012-12-03 | 12087 | 10615 | 1472 | 1472 | 2012-05-23 |
| 390. WELLS FARGO & CO NEW COM | 2012-02-24 | 11809 | 13310 | -1501 | -1501 | |
| 50. WELLS FARGO & CO NEW COM | 2012-06-27 | 1632 | 1340 | 292 | 292 | 2011-12-05 |
| 145. WELLS FARGO & CO NEW COM | 2012-06-27 | 4731 | 3731 | 1000 | 1000 | 2010-10-11 |
| 65. CORE LABORATORIES N V | 2012-05-23 | 8837 | 7540 | 1297 | 1297 | 2011-12-21 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 183802 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 400834 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1646030 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.243516 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 374650 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1260775 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.297158 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 443775 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1044748 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.424768 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 403000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1246960 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.323186 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 408900 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1575614 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.259518 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.548146 | TotalDistributionRatio |
| Average Distribution Ratio | 0.309629 | AverageDistributionRatio |
| Net Noncharitable Assets | 2336017 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 723299 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2395 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 725694 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 340233 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4789 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4789 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4789 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4800 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 4800 | TotalCreditsAndPayments |
| Penalty For Underpayment | 11 | PenaltyForUnderpayment |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | RI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NA | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Washington Trust Company | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4013481234 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BROAD STREET | AddressLine1 |
| City | WESTERLY | City |
| State | RI | State |
| ZIP Code | 02891 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | The Washington Trust Company | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Broad Street | AddressLine1 |
| City | Westerly | City |
| State | RI | State |
| ZIP Code | 02891 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | Title |
| Avg Hours Per Wk Devoted To Position | 2 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1977077 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 394514 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2371591 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2371591 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 35574 | CashDeemedCharitable |
| Net Noncharitable Assets | 2336017 | NetNoncharitableAssets |
| Minimum Investment Return | 116801 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 116801 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4789 | TaxBasedOnInvestmentIncome |
| Total Tax | 4789 | TotalTax |
| Distributable Amount Before Adj | 112012 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 112012 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 112012 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 340233 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 340233 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 340233 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 112012 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 340718 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 344504 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 392188 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 312226 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 321980 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1711616 | TotalExcessDistriCarryover |
| Qualifying Distributions | 340233 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 112012 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 228221 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1939837 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 340718 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1599119 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 344504 | ExcessFromYear4 |
| Excess From Year3 | 392188 | ExcessFromYear3 |
| Excess From Year2 | 312226 | ExcessFromYear2 |
| Excess From Year1 | 321980 | ExcessFromYear1 |
| Excess From Current Year | 228221 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THE WASHINGTON TRUST COMPANY | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Dennis L Algiere | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Broad Street | AddressLine1 |
| City | Westerly | City |
| State | RI | State |
| ZIP Code | 02891 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4013481207 | RecipientPhoneNumber |
| Form And Info And Materials | Letter outlining request | FormAndInfoAndMaterials |
| Submission Deadlines | October 1st of each year | SubmissionDeadlines |
| Restrictions On Awards | None | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (86 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| Adult Day Care Center of Westerly | ||||||||
| UNION STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $6,000 | |
| Babcock Smith House Museum | ||||||||
| GRANITE STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $250 | |
| Boys & Girls Club of Pawtucket | ||||||||
| 1 MOELLER STREET | Pawtucket | RI | 02860 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| Brown Alpert Medical School | ||||||||
| 593 EDDY STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | CORPORATE ANNUAL FUND | $5,000 | |
| Bryant University | ||||||||
| 1150 DOUGLAS PIKE | Smithfield | RI | 02917 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $5,000 | |
| College Crusade of Rhode Island | ||||||||
| 134 THURBERS AVENUE | Providence | RI | 02905 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 | |
| Community 2000 Educational | ||||||||
| BOX 1161 | Charlestown | RI | 02813 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | Foundation |
| Crossroads Rhode Island | ||||||||
| 160 BROAD STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Domestic Violence Resource Center | ||||||||
| 61 MAIN STREET | Wakefield | RI | 02879 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | of South County |
| Home & Hospice Care of | ||||||||
| 1085 NORTH MAIN STREET | Providence | RI | 02904 | NONE | PUBLIC CHARITY | OPERATIONS | $10,000 | Rhode Island |
| House of Hope | ||||||||
| PO BOX 1224 | North Kingstown | RI | 02852 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Housing Network | ||||||||
| 1070 MAIN STREET | Pawtucket | RI | 02860 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Institute for International Sport | ||||||||
| 3045 KINGSTOWN ROAD | Kingston | RI | 02881 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| Institute for the Study & | ||||||||
| 265 OXFORD STREET | Providence | RI | 02905 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | Practice of Non Violence |
| Jonnycake Center of Peacedale | ||||||||
| 1231 KINGSTOWN ROAD | Peacedale | RI | 02879 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| Jonnycake Center of Westerly | ||||||||
| 23 INDUSTRIAL DRIVE | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $1,500 | |
| Kent Center | ||||||||
| 2756 POST ROAD | Warwick | RI | 02886 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| Kent Hospital | ||||||||
| 455 TOLL GATE ROAD | Warwick | RI | 02886 | NONE | PUBLIC CHARITY | HEART CENTER | $5,000 | |
| Kent Hospital | ||||||||
| 455 TOLL GATE ROAD | Warwick | RI | 02886 | NONE | PUBLIC CHARITY | AMBULATORY SURGERY CENTER | $5,000 | |
| Literacy Volunteers of Washington | ||||||||
| 93 TOWER STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $250 | County |
| James L Maher Center | ||||||||
| 120 HILLSIDE AVENUE | Newport | RI | 02840 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| Nature Conservancy | ||||||||
| 4245 NORTH FAIRFAX DRIVE | Arlington | VA | 22203 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| North Kingstown Senior Association | ||||||||
| 10 BEACH STREET | North Kingstown | RI | 02852 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| Providence College | ||||||||
| 1 CUNNINGHAM SQUARE | Providence | RI | 02918 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| Special Olympics Rhode Island | ||||||||
| 370 GEORGE WASHINGTON HIGHWAY | Smithfield | RI | 02917 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| Trinity Repertory Company | ||||||||
| 201 WASHINGTON STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONS | $8,333 | |
| United Way of Rhode Island | ||||||||
| 50 VALLEY STREET | Providence | RI | 02909 | NONE | PUBLIC CHARITY | OPERATIONS | $53,000 | |
| University of Rhode Island | ||||||||
| UPPER COLLEGE ROAD | Kingston | RI | 02881 | NONE | PUBLIC CHARITY | R. CAROTHERS FUND | $1,000 | |
| University of Rhode island | ||||||||
| UPPER COLLEGE ROAD | Kingston | RI | 02881 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $5,000 | |
| Urban Collaborative Accelerated | ||||||||
| 75 CARPENTER STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | Program |
| Westerly Armory Restoration | ||||||||
| 8 DIXON STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Wheeler Library | ||||||||
| 101 MAIN STREET | North Stonington | CT | 06359 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| Ocean Community YMCA | ||||||||
| 95 HIGH STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $25,000 | |
| YMCA | ||||||||
| 95 HIGH STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | SKAING RINK OPERATION | $50,000 | |
| Camp Jori | ||||||||
| 1065 WORDENS POND ROAD | Wakefield | RI | 02879 | NONE | PUBLIC CHARITY | OPERATIONS | $250 | |
| Davisville Free Library | ||||||||
| 481 DAVISVILLE ROAD | North Kingstown | RI | 02852 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| Gilbert Stuart Birthplace | ||||||||
| 815 GILBERT STUART ROAD | Saunderstown | RI | 02874 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | & Museum |
| Insight | ||||||||
| 43 JEFFERSON BLVD | Warwick | RI | 02888 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| Local Initiatives Support | ||||||||
| 146 CLIFFORD STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 | Corporation |
| Junior Achievement of Rhode Island | ||||||||
| 120 WATERMAN STREET | Providence | RI | 02906 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Providence Community Health Centers | ||||||||
| 375 ALLENS AVENUE | Providence | RI | 02905 | NONE | PUBLIC CHARITY | OPERATIONS | $2,000 | |
| St Patrick Academy | ||||||||
| 244 SMITH STREET | Providence | RI | 02908 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| Watch Hill Conservancy | ||||||||
| 222 WATCH HILL ROAD | Watch Hill | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| RI Congress of Parents & Teachers | ||||||||
| 600 MOUNT PLEASANT AVENUE | Providence | RI | 02908 | NONE | PUBLIC CHARITY | OPERATIONS | $250 | |
| Ocean Communty YMCA | ||||||||
| 95 HIGH STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $250 | |
| New Urban Arts | ||||||||
| 705 WESTMINSTER STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| Rhode Island for Community and | ||||||||
| 80 WASHINGTON STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | Justice |
| National Multiple Sclerosis Society | ||||||||
| 733 THIRD AVENUE | New York | NY | 10017 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | of Rhode Island |
| American Lung Association | ||||||||
| 1301 PENNSYLVANIA AVENUE | Washington | DC | 20004 | NONE | PUBLIC CHARITY | COMMUNITY SERVICE AWARD | $500 | |
| St Vincent DePaul Society | ||||||||
| PO BOX 40605 | Providence | RI | 02940 | NONE | PUBLIC CHARITY | COMMUNITY SERVICE AWARD | $300 | |
| Dana-Farber Cancer Institute | ||||||||
| 450 BROOKLINE AVENUE | Boston | MA | 02215 | NONE | PUBLIC CHARITY | COMMUNITY SERVICE AWARD | $250 | |
| Stand Up for Animals | ||||||||
| LARRY HIRSCH DRIVE | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | COMMUNITY SERVICE AWARD | $250 | |
| Domestic Violence Resource Center | ||||||||
| 61 MAIN STREET | Wakefield | RI | 02879 | NONE | PUBLIC CHARITY | COMMUNITY SERVICE AWARD | $200 | of South County |
| West Broadway Neighborhood | ||||||||
| 16 HAMMOND STREET | Providence | RI | 02909 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | Association |
| St Raphael Academy | ||||||||
| 123 WALCOTT STREET | Pawtucket | RI | 02860 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| Apponaug Area Improvement | ||||||||
| PO BOX 7892 | Warwick | RI | 02887 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | Association |
| Children's Dyslexia Center of Rhode | ||||||||
| ONE RHODES PLACE | Cranston | RI | 02905 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | Island |
| Rhode Island Free Clinic | ||||||||
| 655 BROAD STREET | Providence | RI | 02907 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| Housing Action Coalition of Rhode | ||||||||
| 1070 MAIN STREET | Pawtucket | RI | 02860 | NONE | PUBLIC CHARITY | OPERATIONS | $3,000 | Island |
| Boy Scouts of America | ||||||||
| 10 RISHO AVENUE | East Providence | RI | 02914 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | Narragansett Council |
| Rhode Island Foundation | ||||||||
| ONE UNION STATION | Providencre | RI | 02903 | NONE | COMMUNITY FOUNDATION | CIVIC LEADERSHIP FUND | $2,500 | |
| Contemporary Theater Company | ||||||||
| 327 MAIN STREET | Wakefield | RI | 02879 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| American Heart Association | ||||||||
| 7272 GREENVILLE AVENUE | Dallas | TX | 75231 | NONE | PUBLIC CHARITY | HEART WALK | $2,500 | |
| American Parkinson Disease | ||||||||
| 455 TOLL GATE ROAD | Warwick | RI | 02886 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | Association |
| Town of Westerly | ||||||||
| BROAD STREET | Westerly | RI | 02891 | NONE | MUNICIPALITY | OPERATIONS | $5,000 | |
| Stonington Community Center | ||||||||
| PO BOX 286 | Stonington | CT | 06378 | NONE | PUBLIC CHARITY | OPERATIONS | $250 | |
| Living Supplies Closet Inc | ||||||||
| 7 ELM STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Courthouse Center for the Arts | ||||||||
| 3481 KINGSTOWN ROAD | West Kingston | RI | 02892 | NONE | PUBLIC CHARITY | OPERATIONS | $10,000 | |
| Westerly Land Trust | ||||||||
| PO BOX 601 | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| North Kingstown Food Pantry | ||||||||
| 450 BOSTON NECK ROAD | North Kingstown | RI | 02852 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Wood River Health Services | ||||||||
| 823 MAIN STREET | Hope Valley | RI | 02832 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Jonnycake Center of Peace Dale | ||||||||
| 1231 KINGSTOWN ROAD | Peace Dale | RI | 02879 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Bradford Jonnycake Center | ||||||||
| 23 INDUSTRIAL DRIVE | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| WARM Shelter | ||||||||
| 56 SPRUCE STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Pawcatuck Neighborhood Center | ||||||||
| 27 CHASE STREET | Pawcatuck | CT | 06379 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Comprehensive Community Action | ||||||||
| 311 DORIC AVENUE | Cranston | RI | 02910 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Providence In Town Churches | ||||||||
| 250 WASHINGTON STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Westbay Community Action | ||||||||
| 224 BUTTONWOODS AVENUE | Warwick | RI | 02886 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Helping Hands of Block Island | ||||||||
| PO BOX 1437 | Block Island | RI | 02807 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Bread of Life Food Pantry | ||||||||
| 100 NEWMAN AVENUE | Rumford | RI | 02916 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Rhode Island for Community and | ||||||||
| 80 WASHINGTON STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | Justice |
| Town of Westerly | ||||||||
| BROAD STREET | Westerly | RI | 02891 | NONE | MUNICIPALITY | OPERATIONS | $400 | |
| The Greater Westerly Chamber | ||||||||
| OLD POST ROAD | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | SMALL BUSINESS RECOVERY | $15,000 | Foundation |
| Town of Westerly | ||||||||
| BROAD STREET | Westerly | RI | 02891 | NONE | MUNICIPALITY | OPERATIONS | $1,000 | |
| World War II Foundation | ||||||||
| 333 WHITE HORN DRIVE | Kingston | RI | 02881 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 | |
| Phoenix House | ||||||||
| 101 FRANKLIN STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 340233 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $56,536 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $183,802 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $240,338 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 240338 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Washington Trust Company | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Broad Street | AddressLine1 |
| City | Westerly | City |
| State | RI | State |
| ZIP Code | 02891 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 400000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADJUSTMENT TO BOOK VALUE FOR CORRECT BASIS OF 15,000 SH | $0 |
| OF BRISTOL MYERS SQUIBB SOLD 01/04/2012 | $162,842 |
| TRANSACTIONS POSTED AFTER PERIOD END | $655 |
| ADJUSTMENT FOR INTEREST INCOME FACTORING | $2,093 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER NON-ALLOCABLE EXPENSE - | Description |
| Revenue And Expenses Per Books | 134 | RevenueAndExpensesPerBooks |
| Net Investment Income | 134 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TRANSACTIONS POSTED FOR PRIOR PERIOD | $4 |
| ADJUSTMENT FOR DIVIDEND FACTORING | $901 |
| ADJUSTMENT FOR FOREIGN TAX FACTORING | $591 |
| ADJUSTMENT FOR ACCRUED INTEREST PAID | $45 |
| ADJUSTMENT FOR ROUNDING | $1 |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $169 | 169 | 0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,832 | 0 | 0 |
| FEDERAL ESTIMATES - INCOME | $3,448 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $416 | 416 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $167 | 167 | 0 |