WASHINGTON TRUST CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON TRUST CHARITABLE FOUNDATION (EIN 05-0477294)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-18
- IRS object ID
- 201232629349100103
- Schema version
- 2011v1.2
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-18T08:23:43-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 | 2012-09-18 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2492327 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 989649 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 30970 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 30970 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 141680 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1393345 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 141680 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 1162299 | TotalRevenueAndExpenses |
| Total Net Investment Income | 172650 | 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 | 1114 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 211 | 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 | 50 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 50 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 1164 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 261 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 400834 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 400834 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 401998 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 261 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 400834 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 760301 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 172389 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 700789 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 533347 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 533347 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 812055 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1499521 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1536906 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 327882 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 399973 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 422074 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1840726 | TotalAssetsBOY |
| Total Assets EOY | 2432841 | TotalAssetsEOY |
| Total Assets EOYFMV | 2492327 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1840726 | CapitalStockBOY |
| Capital Stock EOY | 2432841 | CapitalStockEOY |
| Total Net Assets BOY | 1840726 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2432841 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1840726 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2432841 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1840726 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 760301 | ExcessOfRevenueOverExpenses |
| Other Increases | 92 | OtherIncreases |
| Subtotal | 2601119 | Subtotal |
| Other Decreases | 168278 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2432841 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (44 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 435. AT&T INC | 2010-01-06 | 2011-03-23 | 12219 | 12157 | 62 | 62 |
| 200. ABBOTT LABORATORIES INC | 2008-04-11 | 2011-04-29 | 10386 | 11710 | -1324 | -1324 |
| 545. BANK OF NEW YORK MELLON CORP | 2011-04-29 | 2011-08-12 | 10987 | 15818 | -4831 | -4831 |
| 15500. BRISTOL MYERS SQUIBB CO | 2011-11-30 | 2011-12-05 | 511044 | 334665 | 176379 | 176379 |
| 195. CHUBB CORP | 2010-01-06 | 2011-02-17 | 11750 | 9309 | 2441 | 2441 |
| 40. COGNIZANT TECHNOLOGY SOLUTIONS CL A | 2010-01-06 | 2011-03-23 | 3077 | 1903 | 1174 | 1174 |
| 40. COGNIZANT TECHNOLOGY SOLUTIONS CL A | 2010-01-06 | 2011-04-29 | 3316 | 1903 | 1413 | 1413 |
| 370. DANAHER CORP SHS BEN INT | 2007-06-12 | 2011-02-17 | 18914 | 13385 | 5529 | 5529 |
| 1995.185 DODGE & COX INTERNATIONAL STOCK FUND | 2007-01-12 | 2011-05-02 | 77413 | 81809 | -4396 | -4396 |
| 1000. DODGE & COX INTERNATIONAL STOCK FUND | 2007-08-31 | 2011-05-02 | 38800 | 45675 | -6875 | -6875 |
| 630. FLIR SYSTEMS INC | 2010-01-06 | 2011-08-04 | 15733 | 11625 | 4108 | 4108 |
| 35. GOLDMAN SACHS GROUP INC COM | 2010-10-11 | 2011-08-12 | 4058 | 5329 | -1271 | -1271 |
| 55. GOLDMAN SACHS GROUP INC COM | 2007-08-31 | 2011-08-12 | 6377 | 10376 | -3999 | -3999 |
| 50000. GOLDMAN SACHS GRP 6.875% DUE 1-15-11 DTD 1-16-01 | 2001-11-23 | 2011-01-15 | 50000 | 52772 | -2772 | -2772 |
| 275. HOSPIRA INC | 2011-02-17 | 2011-10-20 | 7889 | 15067 | -7178 | -7178 |
| 1340. ISHARES TR MSCI EAFE IDX | 2011-06-21 | 2011-12-05 | 69116 | 84917 | -15801 | -15801 |
| 145. ISHARES TR RUSSELL MIDCAP | 2007-08-31 | 2011-04-29 | 16254 | 15437 | 817 | 817 |
| 150. ISHARES TR RUSSELL MIDCAP | 2007-02-02 | 2011-06-29 | 16245 | 15684 | 561 | 561 |
| 410. ISHARES TR RUSSELL MIDCAP | 2008-01-10 | 2011-12-05 | 41245 | 42772 | -1527 | -1527 |
| 250. ISHARES TR RUSSELL MIDCAP | 2011-06-21 | 2011-12-05 | 25150 | 26798 | -1648 | -1648 |
| 350. ISHARES TR RUSSELL 2000 | 2007-10-15 | 2011-06-21 | 28237 | 28882 | -645 | -645 |
| 30. ISHARES TR RUSSELL 2000 | 2007-10-15 | 2011-06-29 | 2457 | 2476 | -19 | -19 |
| 585. ISHARES TR IBOXX $ HIGH YIELD CORP | 2011-04-29 | 2011-12-05 | 51175 | 54347 | -3172 | -3172 |
| 45. JOY GLOBAL INC | 2011-01-03 | 2011-02-17 | 4411 | 4041 | 370 | 370 |
| 220. MCDONALD'S CORP | 2007-08-31 | 2011-04-29 | 17230 | 9826 | 7404 | 7404 |
| 210. NEXTERA ENERGY INC | 2008-01-10 | 2011-01-03 | 10947 | 15099 | -4152 | -4152 |
| 40. NEXTERA ENERGY INC | 2008-04-11 | 2011-03-23 | 2147 | 2609 | -462 | -462 |
| 150. NUCOR CORP COM | 2007-08-31 | 2011-03-23 | 6927 | 8487 | -1560 | -1560 |
| 765. ORACLE CORP COM | 2008-04-11 | 2011-03-23 | 24158 | 14556 | 9602 | 9602 |
| 65. ORACLE CORP COM | 2007-06-12 | 2011-04-29 | 2307 | 1230 | 1077 | 1077 |
| 55. PAYCHEX INC COM | 2011-04-29 | 2011-06-21 | 1646 | 1803 | -157 | -157 |
| 300. PAYCHEX INC COM | 2008-04-11 | 2011-06-21 | 8976 | 11158 | -2182 | -2182 |
| 265. PEPSICO INC | 2010-01-06 | 2011-04-29 | 18221 | 6577 | 11644 | 11644 |
| 110. SCHLUMBERGER LTD | 2008-04-11 | 2011-01-03 | 9281 | 7211 | 2070 | 2070 |
| 165. SCHLUMBERGER LTD | 2009-02-03 | 2011-04-29 | 14792 | 8093 | 6699 | 6699 |
| 25. SCHLUMBERGER LTD | 2009-02-03 | 2011-06-21 | 2103 | 1007 | 1096 | 1096 |
| 375. SOUTHWESTERN ENERGY CO | 2010-10-11 | 2011-12-21 | 12101 | 14565 | -2464 | -2464 |
| 330. SOUTHWESTERN ENERGY CO | 2011-12-05 | 2011-12-21 | 10649 | 12612 | -1963 | -1963 |
| 205. UNITED TECHNOLOGIES CORP | 2007-06-12 | 2011-03-23 | 16837 | 12782 | 4055 | 4055 |
| 2385.496 VANGUARD SHORT TERM INVESTMENT GRADE-ADM | 2009-08-31 | 2011-05-02 | 25716 | 25000 | 716 | 716 |
| 890. VANGUARD FD EMR MKT VIPERS | 2007-10-22 | 2011-06-21 | 42043 | 47696 | -5653 | -5653 |
| 2155. VANGUARD FD EMR MKT VIPERS | 2011-04-29 | 2011-12-05 | 88698 | 106238 | -17540 | -17540 |
| 684. VANGUARD FD EMR MKT VIPERS | 2007-10-22 | 2011-12-05 | 28153 | 36656 | -8503 | -8503 |
| 175. WATERS CORP COM | 2008-04-11 | 2011-02-17 | 14080 | 9603 | 4477 | 4477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 141680 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 374650 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1260775 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.297158 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 443775 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1044748 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.424768 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 403000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1246960 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.323186 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 408900 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1575614 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.259518 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 403416 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1305339 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.309051 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.613681 | TotalDistributionRatio |
| Average Distribution Ratio | 0.322736 | AverageDistributionRatio |
| Net Noncharitable Assets | 1646030 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 531233 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1724 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 532957 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 400834 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3448 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3448 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3448 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3448 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 3448 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| 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 | AL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| 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 | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| 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 | 1514193 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 156903 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1671096 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1671096 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25066 | CashDeemedCharitable |
| Net Noncharitable Assets | 1646030 | NetNoncharitableAssets |
| Minimum Investment Return | 82302 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 82302 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3448 | TaxBasedOnInvestmentIncome |
| Total Tax | 3448 | TotalTax |
| Distributable Amount Before Adj | 78854 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 78854 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 78854 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 400834 | 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 | 400834 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 400834 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 78854 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 356114 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 340718 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 344504 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 392188 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 312226 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1745750 | TotalExcessDistriCarryover |
| Qualifying Distributions | 400834 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 78854 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 321980 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2067730 | 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 | 356114 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1711616 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 340718 | ExcessFromYear4 |
| Excess From Year3 | 344504 | ExcessFromYear3 |
| Excess From Year2 | 392188 | ExcessFromYear2 |
| Excess From Year1 | 312226 | ExcessFromYear1 |
| Excess From Current Year | 321980 | 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 (93 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 of Westerly | ||||||||
| UNION STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $6,000 | |
| Bradford Jonnycake Center | ||||||||
| 21 INDUSTRIAL DRIVE | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,500 | |
| Bryant University Scholarship | ||||||||
| 1150 DOUGLAS PIKE | Smithfield | RI | 02917 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $5,000 | |
| Community 2000 Education Fund | ||||||||
| BOX 1161 | Charlestown | RI | 02813 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Fund |
| Crossroads Rhode Island | ||||||||
| 160 BROAD STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | |
| Domestic Violence Resource | ||||||||
| 61 MAIN STREET | Wakefield | RI | 02879 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Center of South County |
| Dorcas Place | ||||||||
| 220 ELMWOOD AVENUE | Providence | RI | 02907 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | |
| Education in Action | ||||||||
| 321 HARBORSIDE BLVD | Providence | RI | 02905 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | |
| Ezekiel Charitable Ministeries | ||||||||
| 74 BAKER PINES ROAD | Wyoming | RI | 02898 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | |
| Family Service of Rhode Island | ||||||||
| PO BOX 6688 | Providence | RI | 02940 | NONE | PUBLIC CHARITY | OPERATIONAL | $5,000 | |
| The Genesis Center | ||||||||
| 620 POTTERS AVENUE | Providence | RI | 02907 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | |
| Home & Hospice Care of Rhode Island | ||||||||
| 1085 N MAIN STREET | Providence | RI | 02904 | NONE | PUBLIC CHARITY | OPERATIONAL | $10,000 | |
| House of Hope | ||||||||
| PO BOX 1224 | North Kingstown | RI | 02852 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | |
| In-Sight | ||||||||
| 43 JEFFERSON BLVD | Warwick | RI | 02888 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | |
| Institute for the Study & Practice | ||||||||
| 265 OXFORD STREET | Providence | RI | 02905 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Practice of Non-Violence |
| International Institute | ||||||||
| 645 ELMWOOD AVENUE | Providence | RI | 02907 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | |
| Jewish Federation of Rhode Island | ||||||||
| 401 ELMGROVE AVENUE | Providence | RI | 02906 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | |
| John Hope Settlement House | ||||||||
| 7 THOMAS P WHITTEN WAY | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | |
| Kent Hospital Foundation | ||||||||
| 455 TOLL GATE ROAD | Warwick | RI | 02886 | NONE | PUBLIC CHARITY | OPERATIONAL | $5,000 | |
| Literacy Volunteers of | ||||||||
| 93 TOWER STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $250 | Washington County Inc |
| Jonnycake Center of Peace Dale | ||||||||
| 1231 KINGSTOWN ROAD | Peace Dale | RI | 02879 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | Dale |
| The Kent Center | ||||||||
| 2756 POST ROAD | Warwick | RI | 02886 | NONE | PUBLIC CHARITY | OPERATIONAL | $5,000 | |
| The Nature Conservancy | ||||||||
| 4245 NORTH FAIRFAX DRIVE | Arlington | VA | 22203 | NONE | PUBLIC CHARITY | OPERATIONAL | $5,000 | |
| North End Crime Watch & Community | ||||||||
| 68 PIERCE STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | Development |
| North Kingstown Senior Association | ||||||||
| 44 BEACH STREET | North Kingstown | RI | 02852 | NONE | PUBLIC CHARITY | OPERATIONAL | $5,000 | |
| Ocean Community YMCA | ||||||||
| 95 HIGH STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $25,000 | |
| Old Town Hall Museum Corp | ||||||||
| UNION STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $20,000 | |
| Orlando R Smith Trust | ||||||||
| 124 GRANITE STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | |
| Salve Regina University | ||||||||
| 100 OCHRE POINT AVENUE | Newport | RI | 02840 | NONE | PUBLIC CHARITY | OPERATIONAL | $5,000 | |
| South County Hospital | ||||||||
| 100 KENYON AVENUE | Wakefield | RI | 02897 | NONE | PUBLIC CHARITY | OPERATIONAL | $25,000 | |
| Special Olympics Rhode Island | ||||||||
| 370 GEORGE WASHINGTON HIGHWAY | Smithfield | RI | 02917 | NONE | PUBLIC CHARITY | OPERATIONAL | $5,000 | |
| Stonington Community Center | ||||||||
| 28 CUTLER STREET | Stonington | CT | 06378 | NONE | PUBLIC CHARITY | OPERATIONAL | $250 | |
| Trinity Repertory Theater | ||||||||
| 201 WASHINGTON STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL | $8,334 | |
| United Way of Rhode | ||||||||
| 50 VALLEY STREET | Providence | RI | 02909 | NONE | PUBLIC CHARITY | OPERATIONAL | $53,000 | Island |
| University of Rhode Island | ||||||||
| UPPER COLLEGE ROAD | Kingston | RI | 02881 | NONE | PUBLIC CHARITY | OPERATIONAL | $20,000 | |
| University of Rhode | ||||||||
| UPPER COLLEGE ROAD | Kingston | RI | 02881 | NONE | PUBLIC CHARITY | R CAROTHERS LEGACY FUND | $1,000 | Island |
| University of Rhode Island | ||||||||
| UPPER COLLEGE ROAD | Kingston | RI | 02881 | NONE | PUBLIC CHARITY | SCHOLARSHIP | $5,000 | |
| West Broadway | ||||||||
| 1560 WESTMINSTER STREET | Providence | RI | 02909 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Neighborhood Association |
| Westerly Armory Restoration | ||||||||
| 8 DIXON STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | Inc |
| Westerly Public Library | ||||||||
| 44 BROAD STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $12,500 | |
| Westerly Senior Citizens Center | ||||||||
| 39 STATE STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $250 | Center Association |
| WRNI | ||||||||
| 1 UNION STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL | $10,000 | |
| Youth in Action | ||||||||
| 672 BROAD STREET | Providence | RI | 02907 | NONE | PUBLIC CHARITY | OPERATIONAL | $250 | |
| Children's Friend & Service | ||||||||
| 153 SUMMER STREET | Providence | RI | 02903 | NONE | PUBILC CHARITY | OPERATIONAL | $1,000 | |
| Project Outreach | ||||||||
| 1520 BROAD STREET | Providence | RI | 02905 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | |
| American Heart Association | ||||||||
| 1 STATE ST - SUITE 200 | Providence | RI | 02908 | NONE | PUBLIC CHARITY | GREATER WESTERLY HEART WALK | $5,000 | |
| Ocean Community YMCA | ||||||||
| 95 HIGH STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | ANNUAL REACH OUT TO YOUTH | $1,500 | |
| Brown Alpert Medical School | ||||||||
| BOX G-A1 | Providence | RI | 02912 | NONE | PUBLIC CHARITY | OPERATIONAL | $5,000 | |
| Education in Action | ||||||||
| 321 HARBORSIDE BLVD | Providence | RI | 02905 | NONE | PUBLIC CHARITY | OPERATIONAL | $2,000 | |
| Grow Smart Rhode Island | ||||||||
| 235 PROMENADE ST - SUITE 550 | Providence | RI | 02908 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | |
| International Institute | ||||||||
| 645 ELMWOOD AVENUE | Providence | RI | 02907 | NONE | PUBLIC CHARITY | OPERATIONAL | $2,500 | |
| Rhode Island for Community | ||||||||
| 80 WASHINGTON ST - SUITE 436 | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL | $2,500 | & Justice |
| Westerly High School Theatre | ||||||||
| 23 WARD AVENUE | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | Scrapbook Company |
| Children's Dyslexia Center | ||||||||
| ONE RHODES PLACE | Cranston | RI | 02905 | NONE | PUBLIC CHARITY | OPERATIONAL | $750 | of Rhode Island |
| Anchor of Hope Fund | ||||||||
| ONE CATHEDRAL SQUARE | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL | $4,500 | |
| Apponaug Area Improvement | ||||||||
| PO BOX 7892 | Warwick | RI | 02887 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | Association |
| DaVinci Center for | ||||||||
| 470 CHARLES STREET | Providence | RI | 02904 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | Community Progress Inc |
| National Education Association | ||||||||
| 99 BALD HILL ROAD | Cranston | RI | 02920 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | RI Children's Fund |
| Chorus of Westerly | ||||||||
| 119 HIGH STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $5,000 | |
| Bentley University | ||||||||
| 175 FOREST STREET | Waltham | MA | 02452 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | |
| Pawcatuck Neighborhood | ||||||||
| 27 CHASE STREET | Pawcatuck | CT | 06379 | NONE | PUBLIC CHARITY | OPERATIONAL | $250 | Center Transportation Fund |
| Warm Center Heating | ||||||||
| 56 SPRUCE STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $250 | Assistance |
| Victoria Foundation | ||||||||
| 5 BENEFIT STREET | Providence | RI | 02904 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | |
| Housing Action Coalition | ||||||||
| 1070 MAIN STREET | Pawtucket | RI | 02860 | NONE | PUBLIC CHARITY | OPERATIONAL | $3,000 | of Rhode Island |
| Local Initiatives Support | ||||||||
| 146 CLIFFORD STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL | $2,500 | Coalition |
| Narragansett Council of | ||||||||
| 10 RISHO AVE - PO BOX 14777 | East Providence | RI | 02914 | NONE | PUBLIC CHARITY | OPERATIONAL | $3,000 | Boy Scouts |
| Rhode Island Jumpstart | ||||||||
| 11 SOUTH ANGELL ST 174 | Providence | RI | 02906 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Coalition |
| Phoenix Houses of | ||||||||
| 99 WAYLAND AVENUE 100 | Providence | RI | 02906 | NONE | PUBLIC CHARITY | OPERATIONAL | $5,000 | New England |
| Institute for International Sport | ||||||||
| 3045 KINGSTOWN RD - PO BOX 1710 | Kingston | RI | 02881 | NONE | PUBLIC CHARITY | OPERATIONAL | $5,000 | Sport |
| Institute for the Study and | ||||||||
| 265 OXFORD STREET | Providence | RI | 02905 | NONE | PUBLIC CHARITY | OPERATIONAL | $5,000 | Practice of Nonviolence |
| Urban Collaborative | ||||||||
| 75 CARPENTER STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL | $5,000 | Accelerated Program |
| North End Crime Watch | ||||||||
| 68 PIERCE STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | |
| Little Sisters of the | ||||||||
| 964 MAIN STREET | Pawtucket | RI | 02860 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Poor |
| Kent Hospital | ||||||||
| 455 TOLL GATE ROAD | Warwick | RI | 02886 | NONE | PUBLIC CHARITY | OPERATIONAL | $5,000 | |
| Pawtucket Foundation | ||||||||
| 67 PARK PLACE | Pawtucket | RI | 02860 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | |
| Episcopal Charities Fund of | ||||||||
| 275 NORTH MAIN STREET | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Rhode Island |
| Charlestown Historical | ||||||||
| PO BOX 100 | Charlestown | RI | 02813 | NONE | PUBLIC CHARITY | OPERATIONAL | $3,000 | Society |
| Boys & Girls Club of | ||||||||
| ONE MOELLER PLACE | Pawtucket | RI | 02860 | NONE | PUBLIC CHARITY | OPERATIONAL | $5,000 | Pawtucket |
| American Red Cross | ||||||||
| 105 GANO STREET | Providence | RI | 02906 | NONE | PUBLIC CHARITY | RELIEF EFFORTS FOR HURRICANE IRENE | $5,000 | |
| Ocean Community YMCA | ||||||||
| 95 HIGH STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | ICE RINK | $50,000 | |
| Orlando R Smith Trust | ||||||||
| 124 GRANITE STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $250 | |
| North Kingstown Food | ||||||||
| 575 BOSTON NECK ROAD | North Kingstown | RI | 02852 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Pantry |
| Wood River Health Services | ||||||||
| 823 MAIN STREET | Hope Valley | RI | 02832 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | |
| Jonnycake Center of | ||||||||
| 1231 KINGSTOWN ROAD | Wakefield | RI | 02879 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Peace Dale |
| Bradford Jonnycake Center of | ||||||||
| PO BOX 273 | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Westerly |
| Rhode Island Center | ||||||||
| 805 ALTON CAROLINA ROAD | Charlestown | RI | 02813 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Assisting Those in Need |
| WARM Shelter | ||||||||
| 56 SPRUCE STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | |
| Pawcatuck Neighborhood | ||||||||
| 27 CHASE STREET | Pawcatuck | CT | 06379 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Center |
| Comprehensive Community | ||||||||
| 311 DORIC AVENUE | Cranston | RI | 02910 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Action |
| Providence In-Town | ||||||||
| 250 WASHINGTON ST - PO BOX 5639 | Providence | RI | 02903 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Churches Association |
| West Bay Community Action | ||||||||
| 224 BUTTONWOODS AVENUE | Warwick | RI | 02886 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | |
| Newman Congregational | ||||||||
| 100 NEWMAN AVE - PO BOX 4764 | Rumford | RI | 02916 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Church |
| Helping Hands of Block | ||||||||
| PO BOX 1437 | Block Island | RI | 02807 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | Island Inc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 400834 | 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 | $30,970 | 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 | $141,680 | 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 | $172,650 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 172650 | 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 | 989649 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 15,500 shares Bristol Myers Squibb common stock | NoncashPropertyDescription |
| Fair Market Value | 989649 | FairMarketValue |
| Date Received | 2011-11-30 | DateReceived |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADJUSTMENT TO BOOK VALUE FOR CORRECT BASIS OF 15,500 SH | $168,270 |
| OF BRISTOL MYERS SQUIBB SOLD 11-30-2011 | $1 |
| TRANSACTIONS POSTED AFTER PERIOD END | $4 |
| ADJUSTMENT FOR ROUNDING DISCREPANCIES | $3 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER NON-ALLOCABLE EXPENSE - | Description |
| Revenue And Expenses Per Books | 50 | RevenueAndExpensesPerBooks |
| Net Investment Income | 50 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRANSACTIONS POSTED FOR PRIOR PERIOD | Description |
| Amount | $92 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $50 | 50 | 0 |
| OTHER TAXES | $903 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $158 | 158 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $3 | 3 | 0 |