ASHAWAY CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ASHAWAY CHARITABLE TRUST (EIN 05-6003255)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-02
- IRS object ID
- 202501229349100040
- Schema version
- 2024v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T14:01:22-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYLE MOHLER | PreparerPersonNm |
| PTIN | P01340349 | PTIN |
| Phone | 6892065200 | PhoneNum |
| Preparation | 2025-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $1,358,312 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $52,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,453 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $132,789 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $46,197 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,453 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,254 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,502 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,752 | 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 | $1,298 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94 | 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 | $52 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,804 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,002 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,804 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,002 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,607 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,855 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,523 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $654 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $654 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $358,493 | CorporateStockBOYAmt |
| Corporate Stock EOY | $359,035 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $635,262 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $812,162 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $794,217 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $722,396 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,188,178 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,153,906 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,358,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,188,178 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,153,906 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,188,178 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,153,906 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,188,178 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,153,906 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,188,178 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,607 | ExcessRevenueOverExpensesAmt |
| Other Increases | $335 | OtherIncreasesAmt |
| Subtotal | $1,153,906 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,153,906 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. AUTO DATA PROCESS | 2013-10-01 | 2024-02-14 | $249 | $63 | $186 | $186 | |
| 6. CORNING INC | 2021-11-10 | 2024-02-14 | $189 | $228 | -$39 | -$39 | |
| 1. KLA-TENCOR CORP COM | 2017-03-01 | 2024-02-14 | $650 | $91 | $559 | $559 | |
| 1. PROCTER & GAMBLE CO | 2019-08-30 | 2024-02-14 | $155 | $121 | $34 | $34 | |
| 5. RTX CORP | 2019-02-08 | 2024-02-14 | $455 | $376 | $79 | $79 | |
| 1. STRYKER CORP | 2020-11-03 | 2024-02-14 | $347 | $209 | $138 | $138 | |
| 1. SYSCO CORP | 2020-03-27 | 2024-02-14 | $79 | $51 | $28 | $28 | |
| 3. TJX COS INC NEW COM | 2018-06-08 | 2024-02-14 | $290 | $142 | $148 | $148 | |
| 700. TENNESSEE VALLEY AUTH PFD SER A 6.5% | 1999-04-29 | 2024-02-14 | $15,274 | $17,500 | -$2,226 | -$2,226 | |
| 1. VERIZON COMMUNICATIONS COM | 2016-02-17 | 2024-02-14 | $40 | $50 | -$10 | -$10 | |
| 2. WAL MART STORES INC | 2019-08-30 | 2024-02-14 | $335 | $229 | $106 | $106 | |
| 2. WASTE MGMT INC DEL COM | 2020-04-09 | 2024-02-14 | $393 | $201 | $192 | $192 | |
| 219. AMCOR PLC | 2023-05-19 | 2024-02-27 | $1,952 | $2,316 | -$364 | -$364 | |
| 340. AMCOR PLC | 2020-12-16 | 2024-02-27 | $3,031 | $3,809 | -$778 | -$778 | |
| 7. AES CORP | 2023-12-11 | 2024-04-29 | $121 | $128 | -$7 | -$7 | |
| 2. ANALOG DEVICES INC COM | 2016-05-26 | 2024-04-29 | $402 | $117 | $285 | $285 | |
| 2. BROADCOM INC | 2019-05-20 | 2024-04-29 | $2,688 | $544 | $2,144 | $2,144 | |
| 13. FIDELITY NATIONAL INFO SERV | 2016-01-26 | 2024-04-29 | $906 | $779 | $127 | $127 | |
| 1. KLA-TENCOR CORP COM | 2017-03-01 | 2024-04-29 | $706 | $91 | $615 | $615 | |
| 5400. MTRPLTN WST TTL RTRN BND-I | 2021-12-22 | 2024-04-29 | $47,304 | $59,166 | -$11,862 | -$11,862 | |
| 1. MICROSOFT CORP | 2013-10-01 | 2024-04-29 | $405 | $33 | $372 | $372 | |
| 5. NEXTERA ENERGY INC | 2017-03-01 | 2024-04-29 | $335 | $163 | $172 | $172 | |
| 1. PEPSICO INC | 2013-10-01 | 2024-04-29 | $175 | $80 | $95 | $95 | |
| 1. PROCTER & GAMBLE CO | 2019-08-30 | 2024-04-29 | $161 | $121 | $40 | $40 | |
| 8. RTX CORP | 2019-02-08 | 2024-04-29 | $814 | $602 | $212 | $212 | |
| 7. WAL MART STORES INC | 2019-08-30 | 2024-04-29 | $421 | $267 | $154 | $154 | |
| 1. CHUBB LTD | 2016-10-13 | 2024-04-29 | $246 | $124 | $122 | $122 | |
| 18. AES CORP | 2023-12-11 | 2024-05-14 | $361 | $330 | $31 | $31 | |
| 2. AMGEN INC | 2014-12-18 | 2024-05-14 | $618 | $335 | $283 | $283 | |
| 3. APPLE COMPUTER | 2013-10-01 | 2024-05-14 | $560 | $52 | $508 | $508 | |
| 10. CORNING INC | 2021-11-10 | 2024-05-14 | $346 | $379 | -$33 | -$33 | |
| 5. FIDELITY NATIONAL INFO SERV | 2016-01-26 | 2024-05-14 | $377 | $299 | $78 | $78 | |
| 8. NEXTERA ENERGY INC | 2017-03-01 | 2024-05-14 | $600 | $260 | $340 | $340 | |
| 1. RTX CORP | 2019-02-08 | 2024-05-14 | $106 | $75 | $31 | $31 | |
| 449.291 VIRTUS SGA EMRG MRKT EQ-I | 2012-12-07 | 2024-05-14 | $3,316 | $4,186 | -$870 | -$870 | |
| 1. WASTE MGMT INC DEL COM | 2020-04-09 | 2024-05-14 | $209 | $100 | $109 | $109 | |
| 2. MEDTRONIC PLC | 2015-02-18 | 2024-05-14 | $167 | $157 | $10 | $10 | |
| 16. CVS CORP COM | 2024-04-29 | 2024-05-22 | $917 | $1,093 | -$176 | -$176 | |
| 90. CVS CORP COM | 2023-05-19 | 2024-05-22 | $5,156 | $5,796 | -$640 | -$640 | |
| 30000. HONOLULU CI 05 AUG 2020 0.67% 01 JUL 2024 | 2021-07-14 | 2024-07-01 | $30,000 | $29,999 | $1 | $1 | |
| 1. AMGEN INC | 2024-04-29 | 2024-11-08 | $326 | $269 | $57 | $57 | |
| 18. AMGEN INC | 2023-05-19 | 2024-11-08 | $5,877 | $3,499 | $2,378 | $2,378 | |
| 15. AT&T INC | 2024-04-29 | 2024-12-18 | $338 | $256 | $82 | $82 | |
| 239. AT&T INC | 2023-11-10 | 2024-12-18 | $5,387 | $4,359 | $1,028 | $1,028 | |
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,256 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $623 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $623 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $623 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $992 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $992 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $369 | OverpaymentAmt |
| Applied To ES Tax | $369 | 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 | $11,254 |
| 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 | $1,338,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,141 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,380,220 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,380,220 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,703 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,359,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,976 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,976 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $623 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $623 | TotalTaxAmt |
| Distributable Before Adj | $67,353 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,353 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,353 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,002 | 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 | $72,002 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,353 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,114 | 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 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,002 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,114 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,535 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,535 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,535 | 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 | $1,535 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| St Paul's School | ||||||||
| 325 PLEASANT STREET | Concord | NH | 03301 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 | |
| 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 | ||||||||
| ATTN EXECUTIVE DIRECTOR | Westerly | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $1,000 | Westerly |
| Audubon Society of Rhode Island | ||||||||
| 12 SANDERSON ROAD | Smithfield | RI | 02917 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Ocean Community YMCA | ||||||||
| ATTN MAUREEN FITZGERALD CEO | Westerly | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Ashaway Free Library | ||||||||
| 15 KNIGHT STREET | Ashaway | RI | 02804 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| 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 | |
| Literacy Volunteers of Washington County | ||||||||
| PO BOX 245 | Westerly | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Babcock-Smith House Museum | ||||||||
| 124 GRANITE STREET | Westerly | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Oak Grove Cemetery Association | ||||||||
| PO BOX 27 | Ashaway | RI | 02804 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Connecticut College Fund | ||||||||
| BECKER HOUSE | New London | CT | 063204196 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Trinity College | ||||||||
| DEVELOPMENT OFFICE | 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 | $1,000 | |
| Westerly Land Trust | ||||||||
| PO BOX 601 | Westerly | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $9,000 | |
| WARM Inc | ||||||||
| 56 SPRUCE STREET | Westerly | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| Stand Up for Animals | ||||||||
| 33 LARRY HIRSCH LANE SUITE B | Westerly | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $2,000 | |
| HopeHealth | ||||||||
| ATTN PHILANTHROPY | Providence | RI | 02904 | NONE | PC | PALLIATIVE CARE | $1,000 | |
| NATURE CONSERVANCY | ||||||||
| 159 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | PC | UNRESTRICTED GIFT | $3,000 | |
| WATCH HILL LIGHTHOUSE KEEPERS | ||||||||
| PO BOX 1511 | WESTERLY | RI | 02891 | NONE | PC | UNRESTRICTED GIFT | $1,000 | ASSOCIATION |
| Ashaway Volunteer Fire Department | ||||||||
| 213 MAIN STREET | Ashaway | RI | 02804 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,000 | 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 | $52,453 | 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 | -$6,256 | 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 | $46,197 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,197 | 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 | $794,217 | EOYBookValueAmt |
| EOYFMV | $722,396 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENT | StockNm |
| EOY Book Value | $359,035 | EOYBookValueAmt |
| EOYFMV | $635,262 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $50 | $0 | $50 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $2 | $2 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING DIFFERENCE | $197 |
| RETURN OF CAPITAL | $45 |
| PRIOR YEAR ACCRUED INTEREST | $93 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $15 | $15 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $212 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $992 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $66 | $66 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $13 | $13 | $0 |