THE@CAROL A PETERSON FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE@CAROL A PETERSON FOUNDATION (EIN 05-0514676)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201321339349101517
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-05-13T12:25:13-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050479760 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDSAGER BARTLETT & PIERONI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050514676 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROL A PETERSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARO | NameControl |
| Phone | 4019410071 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL PETERSON | Name |
| Title | PRESIDENT | Title |
| Phone | 4019410071 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD P PIERONI | Name |
| PTIN | P00189634 | PTIN |
| Phone | 4012729100 | Phone |
| Date Prepared | 2013-05-09 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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 | 953970 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 20851 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20851 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 14765 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 129729 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 14765 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 35616 | TotalRevenueAndExpenses |
| Total Net Investment Income | 35616 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 304 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 850 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 175 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 70 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1399 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 44310 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 44310 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 45709 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 44310 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -10093 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 35616 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 16693 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 34265 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 34265 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 929518 | InvestmentsOtherBOY |
| Investments Other EOY | 901853 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 919705 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 946211 | TotalAssetsBOY |
| Total Assets EOY | 936118 | TotalAssetsEOY |
| Total Assets EOYFMV | 953970 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | -64686 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | -64686 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1010897 | RetainedEarningsBOY |
| Retained Earnings EOY | 1000804 | RetainedEarningsEOY |
| Total Net Assets BOY | 946211 | TotalNetAssetsBOY |
| Total Net Assets EOY | 936118 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 946211 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 936118 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 946211 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -10093 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 936118 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 936118 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 151 SHS DFA ENHANCED US LARGE CO. FUND | P | 2007-03-06 | 2012-03-30 | 10500 | 10674 | -174 | -174 |
| 540 SHS DFA US LARGE CAP VALUE FUND | P | 2008-03-07 | 2012-03-30 | 11600 | 10937 | 663 | 663 |
| 500 SHS DFA US MICROCAP FUND | P | 2007-03-06 | 2012-03-30 | 7400 | 6633 | 767 | 767 |
| 558 SHS DFA US SMALL CAP VALUE FUND | P | 2007-03-06 | 2012-03-30 | 14600 | 13467 | 1133 | 1133 |
| 300 SHS DFA WORLD EX US VALUE CORE EQUITY FUND | P | 2010-12-30 | 2012-03-30 | 3100 | 3424 | -324 | -324 |
| 496 SHS DFA ENHANCED US LARGE CO. FUND | P | 2007-03-06 | 2012-08-03 | 4500 | 4598 | -98 | -98 |
| 276 SHS DFA US LARGE CAP VALUE FUND | P | 2008-09-08 | 2012-08-03 | 5800 | 5592 | 208 | 208 |
| 206 SHS DFA WORLD EX US VALUE CORE EQUITY FUND | P | 2010-12-30 | 2012-08-03 | 1900 | 2353 | -453 | -453 |
| 446 SHS DFA INTERNATIONAL SMALL CAP VALUE FUND | P | 2008-03-07 | 2012-08-03 | 6200 | 7179 | -979 | -979 |
| 139 SHS DODGE & COX INTERNATIONAL STOCK FUND | P | 2004-12-01 | 2012-08-03 | 4300 | 3896 | 404 | 404 |
| 2593 SHS PIMCO UNCONSTRAINED BOND FUND | P | 2008-09-08 | 2012-08-03 | 29700 | 25990 | 3710 | 3710 |
| 2037 SHS PIMCO SHORT TERM FUND | P | 2010-09-22 | 2012-08-03 | 20000 | 20221 | -221 | -221 |
| CAPITAL GAINS DIVIDENDS | P | 10129 | 10129 | 10129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 14765 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 42765 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 914183 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046779 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 33700 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 858116 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.039272 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 32826 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 675550 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048592 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 33563 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 649143 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051704 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 28883 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 700718 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.041219 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.227566 | TotalDistributionRatio |
| Average Distribution Ratio | 0.045513 | AverageDistributionRatio |
| Net Noncharitable Assets | 901749 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 41041 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 356 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 41397 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 44310 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 356 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 356 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 356 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 965 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 965 | TotalCreditsAndPayments |
| Overpayment | 609 | Overpayment |
| Amount Credited To Next Year | 609 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | RI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL A PETERSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4019410071 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CAROL PETERSON | ||||||||
| 28 BRADFORD ROAD | CRANSTON | RI | 02910 | PRESIDENT & TREASURER | 0.00 | 0 | 0 | 0 |
| MELISSA BURNETT-TESTA | ||||||||
| 2800 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 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 915481 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 915481 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 915481 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13732 | CashDeemedCharitable |
| Net Noncharitable Assets | 901749 | NetNoncharitableAssets |
| Minimum Investment Return | 45087 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 45087 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 356 | TaxBasedOnInvestmentIncome |
| Total Tax | 356 | TotalTax |
| Distributable Amount Before Adj | 44731 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 44731 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 44731 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 44310 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 44310 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 356 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 43954 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 44731 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 44288 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 44310 | QualifyingDistributions |
| Applied To Year1 | 44288 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 22 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 44709 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL PETERSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| CHANGING MINDS AND HEARTS EDUCATIONAL FOUNDATION | |||||
| 39 EAGLE DRIVE 3B | N KINGSTOWN | RI | 02852 | FUNDING OF TALK WORKS PROGRAM | $8,310 |
| PROVIDENCE CHILDREN'S MUSEUM | |||||
| 12 CARTER STREET | PROVIDENCE | RI | 02907 | DONATION | $10,000 |
| THE SAN MIGUEL SCHOOL | |||||
| 525 BRANCH AVENUE | PROVIDENCE | RI | 02904 | DONATION | $26,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 44310 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,851 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $14,765 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $35,616 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 35616 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $850 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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. | Election |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 901853 | BookValue |
| EOYFMV | 919705 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $304 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEES | Description |
| Revenue And Expenses Per Books | 70 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $175 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |