ASHAWAY CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ASHAWAY CHARITABLE TRUST (EIN 05-6003255)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349104549
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- 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) |
|---|---|---|
| Return | 2026-05-14T16:01:19-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLZ STE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029032485 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 056003255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHAWAY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHA | BusinessNameControlTxt |
| Phone | 4016544815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BROAD STREET | AddressLine1Txt |
| City | WESTERLY | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALISON R SCHOLLE | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4016544815 | PhoneNum |
| Signature | 2026-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL DEALMEIDA | PreparerPersonNm |
| PTIN | P01066850 | PTIN |
| Phone | 6892065200 | PhoneNum |
| Preparation | 2026-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,411,228 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $54,313 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,828 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,077 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,063 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,077 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $70,390 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,905 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,252 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,502 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $411 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $157 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $53 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,916 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,662 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,916 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,662 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,243 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,915 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,915 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $359,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $372,387 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $682,607 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $794,217 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $768,305 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $718,706 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,153,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,150,607 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,411,228 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,153,906 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,150,607 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,153,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,150,607 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,153,906 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,150,607 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,153,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,526 | ExcessRevenueOverExpensesAmt |
| Other Increases | $227 | OtherIncreasesAmt |
| Subtotal | $1,151,607 | SubtotalAmt |
| Other Decreases | $1,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,150,607 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2. ABBOTT LABORATORIES INC | 2016-09-12 | 2025-01-02 | $227 | $83 | $144 | $144 | |
| 11. APPLE COMPUTER | 2016-08-31 | 2025-01-02 | $2,693 | $283 | $2,410 | $2,410 | |
| 3. AUTO DATA PROCESS | 2013-10-01 | 2025-01-02 | $873 | $189 | $684 | $684 | |
| 6. BLACKSTONE INC | 2023-05-19 | 2025-01-02 | $1,042 | $497 | $545 | $545 | |
| 1. BLACKROCK INC | 2011-08-31 | 2025-01-02 | $1,022 | $165 | $857 | $857 | |
| 2. BROADRIDGE FINANCIAL SOLUTIONS INC | 2015-04-16 | 2025-01-02 | $454 | $108 | $346 | $346 | |
| 13. BROADCOM INC | 2019-05-20 | 2025-01-02 | $3,061 | $354 | $2,707 | $2,707 | |
| 21. CISCO SYSTEMS | 2020-11-03 | 2025-01-02 | $1,242 | $775 | $467 | $467 | |
| 39. CORNING INC | 2021-11-10 | 2025-01-02 | $1,833 | $1,479 | $354 | $354 | |
| 1. EQUINIX INC | 2016-02-17 | 2025-01-02 | $950 | $287 | $663 | $663 | |
| 1. FIDELITY NATIONAL INFORMATION SERVICES I | 2016-01-26 | 2025-01-02 | $81 | $60 | $21 | $21 | |
| 1. HOME DEPOT INC | 2011-07-08 | 2025-01-02 | $389 | $37 | $352 | $352 | |
| 2. HONEYWELL INTL INC COM | 2017-05-31 | 2025-01-02 | $453 | $256 | $197 | $197 | |
| 11. INT FLAVORS & FRAGRANCES INC | 2024-12-18 | 2025-01-02 | $920 | $946 | -$26 | -$26 | |
| 3. RTX CORP | 2019-02-08 | 2025-01-02 | $350 | $226 | $124 | $124 | |
| 1. S&P GLOBAL INC | 2020-03-31 | 2025-01-02 | $499 | $246 | $253 | $253 | |
| 10. TJX COS INC NEW COM | 2018-06-08 | 2025-01-02 | $1,216 | $474 | $742 | $742 | |
| 29. WAL MART STORES INC | 2019-08-30 | 2025-01-02 | $2,612 | $1,105 | $1,507 | $1,507 | |
| 2. ACCENTURE PLC | 2014-09-18 | 2025-01-02 | $699 | $161 | $538 | $538 | |
| 5. ISHARES US FINANCIALS ETF | 2025-01-02 | 2025-02-07 | $593 | $556 | $37 | $37 | |
| 20. ISHARES US FINANCIALS ETF | 2023-11-10 | 2025-02-07 | $2,373 | $1,519 | $854 | $854 | |
| 39. SYSCO CORP | 2020-11-03 | 2025-03-05 | $2,904 | $2,058 | $846 | $846 | |
| 7. SYSCO CORP | 2024-05-14 | 2025-04-17 | $504 | $534 | -$30 | -$30 | |
| 51. SYSCO CORP | 2023-11-10 | 2025-04-17 | $3,670 | $3,508 | $162 | $162 | |
| 25000. CHELAN UTI 09 NOV 2011 4.153% 01 JUL | 2011-10-28 | 2025-07-01 | $25,000 | $25,000 | |||
| 4. LOCKHEED MARTIN CORP COM | 2015-12-03 | 2025-09-05 | $1,843 | $863 | $980 | $980 | |
| 6. SOLSTICE ADVANCED MATERIALS | 2023-03-17 | 2025-11-04 | $262 | $184 | $78 | $78 | |
| .75 SOLSTICE ADVANCED MATERIALS | 2024-02-14 | 2025-11-04 | $33 | $33 | |||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P | |||||
| CAPITAL GAIN DIVIDENDS | $265 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,077 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $865 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $865 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $865 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $623 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $623 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $242 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Washington Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4016544815 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BROAD STREET | AddressLine1Txt |
| City | WESTERLY | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| The Washington Trust Company | ||||||
| 23 Broad Street | Westerly | RI | 02891 | Trustee | 1 | $11,252 |
| Kathryn C Crandall | ||||||
| 12 Windward Drive | Westerly | RI | 02891 | Officer | 1 | $0 |
| Steven Crandall | ||||||
| 24 Laurel Street | Ashaway | RI | 02804 | Trustee | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,371,929 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,882 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,407,811 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,407,811 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,386,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,335 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $865 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $865 | TotalTaxAmt |
| Distributable Before Adj | $68,470 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,470 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,470 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $65,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,470 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,535 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,535 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,535 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,535 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,935 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Pamela Crandall | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Winward Drive | AddressLine1Txt |
| City | Westerly | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4013481300 | RecipientPhoneNum |
| Form And Info And Materials | Informal letter to Pamela Crandall None None | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None None None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Dana Hall School | ||||||||
| 45 DANA ROAD | Wellesley | MA | 02482 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Fall River Deaconess Home | ||||||||
| 603 ROCK STREET | Fall River | MA | 027203437 | NONE | PC | UNRESTRICTED GIFT | $2,000 | |
| The Gordon School | ||||||||
| 45 MAXFIELD AVENUE | East Providence | RI | 029140000 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| Memorial & Library Association of | ||||||||
| 44 BROAD STREET | Westerly | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $2,000 | Westerly |
| ST PAUL'S SCHOOL | ||||||||
| 325 PLEASANT STREET | Concord | NH | 03301 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Audubon Society of Rhode Island | ||||||||
| 12 SANDERSON ROAD | Smithfield | RI | 02917 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| OCEAN COMMUNITY YMCA | ||||||||
| 95 HIGH STREET | WESTERLY | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Ashaway Free Library | ||||||||
| 15 KNIGHT STREET | Ashaway | RI | 02804 | NONE | PC | UNRESTRICTED GIFT | $2,000 | |
| United Way of Rhode Island Inc | ||||||||
| 50 VALLEY STREET | Providence | RI | 02909 | NONE | PC | UNRESTRICTED GIFT | $3,000 | |
| Meals on Wheels of RI Inc | ||||||||
| 70 BATH STREET | Providence | RI | 02908 | NONE | PC | UNRESTRICTED GIFT | $3,000 | |
| SAVE THE BAY | ||||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PC | UNRESTRICTED GIFT | $3,000 | |
| The Jonnycake Center of Westerly | ||||||||
| 23 INDUSTRIAL DRIVE | Westerly | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| Wood River Health Services Inc | ||||||||
| 823 MAIN STREET | Hope Valley | RI | 02832 | NONE | PC | UNRESTRICTED GIFT | $4,000 | |
| Babcock-Smith House Museum | ||||||||
| 124 GRANITE STREET | Westerly | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| OCEAN COMMUNITY CHAMBER FOUNDATION | ||||||||
| 1 CHAMBER WAY | WESTERLY | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Oak Grove Cemetery Association | ||||||||
| PO BOX 27 | Ashaway | RI | 02804 | NONE | PC | UNRESTRICTED GIFT | $2,000 | |
| Connecticut College Fund | ||||||||
| 270 MOHEGAN AVE | New London | CT | 063204196 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| TRINITY COLLEGE | ||||||||
| 300 SUMMIT STREET | HARTFORD | CT | 061063100 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Denison Pequotsepos Nature Center | ||||||||
| 109 PEQUOTSEPOS ROAD | Mystic | CT | 06355 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| RICAN | ||||||||
| 805 ALTON CAROLINA RD | Charlestown | RI | 028133507 | NONE | PC | UNRESTRICTED GIFT | $2,000 | |
| Wood-Pawcatuck Watershed Association | ||||||||
| 203B ARCADIA ROAD | Hope Valley | RI | 02832 | NONE | PC | UNRESTRICTED GIFT | $2,000 | |
| Westerly Land Trust | ||||||||
| PO BOX 601 | Westerly | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| WARM Inc | ||||||||
| 56 SPRUCE STREET | Westerly | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| ASHAWAY VOLUNTEER FIRE DEPARTMENT | ||||||||
| 213 MAIN STREET | ASHAWAY | RI | 02804 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Stand Up for Animals | ||||||||
| 33 LARRY HIRSCH LANE SUITE B | Westerly | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $2,000 | |
| The Nature Conservancy | ||||||||
| 159 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | PC | UNRESTRICTED GIFT | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,313 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,077 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,390 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,390 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,200 | Amt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED STATEMENT | BondNm |
| EOY Book Value | $768,305 | EOYBookValueAmt |
| EOYFMV | $718,706 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENT | StockNm |
| EOY Book Value | $372,387 | EOYBookValueAmt |
| EOYFMV | $682,607 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2026 REVERSAL OF GRANT ISSUED IN 2025 | Desc |
| Amt | $1,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $50 | $0 | $50 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $3 | $3 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING DIFFERENCE | $117 |
| RETURN OF CAPITAL | $110 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $10 | $10 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $254 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $129 | $129 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $18 | $18 | $0 |