GRACE K AND WESLEY S ALPERT CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GRACE K AND WESLEY S ALPERT CHARITABLE FOUNDATION (EIN 45-6592383)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349102270
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T10:09:03-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 PARK ROW WEST SUITE 301 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456592383 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grace K and Wesley S Alpert Charitable | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | GRAC | BusinessNameControlTxt |
| Phone | 4014559800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CHAPEL VIEW BLVD Suite 220 | AddressLine1Txt |
| City | Cranston | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Linda Paster | PersonNm |
| Person Title | Co-Trustee | PersonTitleTxt |
| Phone | 4014559800 | PhoneNum |
| Signature | 2024-11-13 | 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 | Helder Medeiros | PreparerPersonNm |
| PTIN | P00033534 | PTIN |
| Phone | 4012737600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,815,318 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $82,713 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82,713 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,520,266 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,520,266 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$317,772 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,764,317 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,285,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,602,979 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,580 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,580 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $434,617 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $434,617 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,286 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,286 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $64 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $622,127 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $530,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $91,580 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,493,768 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,493,768 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,115,895 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $530,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,585,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,830,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,072,432 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,354,562 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,292,751 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,292,751 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,676,296 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,676,296 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,963,594 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,800,950 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,995,160 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,356,112 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $73,602 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $67,406 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $63,389 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,644,529 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,681,443 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,139,472 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $55,549,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,713,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,815,318 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $55,549,939 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $53,713,056 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,549,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,713,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,549,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,713,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,549,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,830,688 | ExcessRevenueOverExpensesAmt |
| Subtotal | $53,719,251 | SubtotalAmt |
| Other Decreases | $6,195 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,713,056 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3,818 SHS AT&T INC | 2016-07-20 | 2023-12-18 | $62,958 | $114,153 | -$51,195 | -$51,195 | |
| 141.421 FEDERATED HERMES STRAT | 2022-11-08 | 2023-12-11 | $759,434 | $848,530 | -$89,096 | -$89,096 | |
| 5,448 SCHWAB US DIVIDEND EQUITY | 2022-05-27 | 2023-12-18 | $411,647 | $427,769 | -$16,122 | -$16,122 | |
| 367 AT&T INC | 2023-12-18 | $6,052 | $9,403 | -$3,351 | -$3,351 | ||
| 19,840 INDEPENDENT BK CORP | 2019-12-13 | 2023-12-18 | $1,303,189 | $1,682,234 | -$379,045 | -$379,045 | |
| CAPITAL GAIN DIVIDENDS | $221,037 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,037 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,037 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,037 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,037 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$317,772 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,907 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,907 | SubtotalAmt |
| Tax Based On Investment Income | $14,907 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,708 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $29,708 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,801 | OverpaymentAmt |
| Applied To ES Tax | $14,801 | AppliedToESTaxAmt |
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 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4014559800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CHAPEL VIEW BLVD SUITE 220 | AddressLine1Txt |
| City | CRANSTON | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02920 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BENJAMIN G PASTER | ||||||||
| 888 S ORANGE AVENUE PH-B | SARASOTA | FL | 34236 | CO-TRUSTEE | 12.0 | $56,250 | $0 | $0 |
| NICOLE CAMPBELL | ||||||||
| 1009 PERSIFER STREET | FOLSOM | CA | 95815 | CO-TRUSTEE | 15.0 | $75,000 | $0 | $0 |
| LINDA PASTER | ||||||||
| 888 S ORANGE AVENUE PH-B | SARASOTA | FL | 34236 | Co-Trustee | 12.0 | $18,750 | $0 | $0 |
| 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 | $55,066,077 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,725,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,791,914 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,791,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $941,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,850,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,092,502 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,092,502 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,907 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,907 | TotalTaxAmt |
| Distributable Before Adj | $3,077,595 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,077,595 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,077,595 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,585,348 | 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 | $2,585,348 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,077,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,938,503 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,952,651 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,808,725 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $5,699,879 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,585,348 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,585,348 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $492,247 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $492,247 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,207,632 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,446,256 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,761,376 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,952,651 | ExcessFromYear4Amt |
| Excess From Year3 | $1,808,725 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL FAITHS FOOD BANK | |||||||
| 8171 BLAIKIE COURT | SARASOTA | FL | 34240 | NONE | PC | FOOD FOR FAMILIES IN NEED | $17,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 93 Worcester St | Wellesley | MA | 02481 | NONE | PC | GENERAL SUPPORT | $50,500 |
| ANIMAL GUARDIANS OF SOUTH CAROLINA | |||||||
| PO BOX 405 | LITTLE RIVER | SC | 29566 | NONE | PC | RESCUE AND SAFE CARE OF ANIMALS HEALTHIER LIVES | $25,000 |
| BROWN EMERGENCY MEDICINE | |||||||
| 125 Whipple St 3rd Floor | Providence | RI | 02908 | NONE | PC | GENERAL SUPPORT | $166,000 |
| CHABAD OF SARASOTA | |||||||
| 7700 beneva rd | sarasota | FL | 34238 | NONE | PC | GENERAL SUPPORT | $50,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | CARE TO CHILDREN AND ADULTS WITH CANCER | $50,000 |
| EDGEWOOD SAILING SCHOOL | |||||||
| PO BOX 25641 | CRANSTON | RI | 02905 | NONE | PC | SAFETY OF STUDENTS SAILORS | $60,000 |
| EL DORADO COMMUNITY FOUNDATION | |||||||
| 312 Main St Ste 201 | Placerville | CA | 95667 | NONE | PC | GENERAL SUPPORT SERVICES | $1,500 |
| FIRST WORKS | |||||||
| 235 Promenade Street Suite 130 | Providence | RI | 02908 | NONE | PC | GENERAL SUPPORT | $10,000 |
| GAMBA FAMILY FARM AND SANCTUARY | |||||||
| 197 Perryville Rd | Rehoboth | MA | 02769 | NONE | PC | GENERAL SUPPORT TO ELIMINATE CANCER | $25,000 |
| INDEPENDENCE TRAIL EDUCATIONAL | |||||||
| 44 Weybosset St | Providence | RI | 02903 | NONE | PC | GENERAL SUPPORT | $10,000 |
| JEWISH COLLABORATION SERVICES | |||||||
| 1165 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | NONE | PC | HELP PEOPLE OF ALL RELIGIONS NAVIGATE SOCIAL SERVI THE GENERAL PUBLIC | $319,268 |
| MOFFITT CANCER CENTER | |||||||
| 12902 USF MAGNOLIA DRIVE | TAMPA | FL | 33612 | NONE | PC | CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER | $1,500 |
| NEWBURGH ROWING CLUB | |||||||
| PO BOX 227 | NEWBURGH | NY | 12551 | NONE | PC | TO TEACH, AND EDUCATE ROWING ON THE HUDSON FOR | $5,000 |
| NMA ROWING BOOSTER CLUB | |||||||
| 13 lexington drive | Newburgh | NY | 12550 | NONE | PC | GENERAL SUPPORT | $22,500 |
| PROVIDENCE PUBLIC LIBRARY | |||||||
| 150 Empire St | Providence | RI | 02903 | NONE | PC | GENERAL SUPPORT | $50,000 |
| RHODE ISLAND COLLEGE FOUNDATION | |||||||
| 600 Mount Pleasant Avenue | Providence | RI | 02908 | NONE | PC | GENERAL SUPPORT FAMILIES | $15,000 |
| RHODE ISLAND FOUNDATION | |||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | NONE | PC | MEETING THE NEEDS OF THE PEOPLE OF RI THROUGH RESEARCH AND TREATMENT | $1,200,000 |
| RI SCPA | |||||||
| 186 AMARAL STREET | RIVERSIDE | RI | 02915 | NONE | PC | GENERAL SUPPORT OF ACTIVITIES | $185,000 |
| SANDRA BORNSTEIN HOLOCAUST EDUC | |||||||
| 401 Elmgrove Ave | Providence | RI | 02906 | NONE | PC | GENERAL SUPPORT | $42,000 |
| SOUTHEASTERN GUIDE DOGS | |||||||
| 4210 77th st e | palmetto | FL | 34221 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST MARY ACADEMY | |||||||
| 54 Route 138 | Somers | NY | 10589 | NONE | PC | GENERAL SUPPORT | $25,000 |
| TEAM NOAH FOUNDATION | |||||||
| 1031 PHILLIPS ROAD | NEW BEDFORD | MA | 02745 | NONE | PC | GENERAL SUPPORT | $100,000 |
| THE JIMMY FUND | |||||||
| 10 BROOKLINE PL | BROOKLINE | MA | 02445 | NONE | PC | SUPPORTS THE FIGHT AGAINST CANCER | $50,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PROVIDE CARE AND RESEARCH TOWARDS ALZHEIMER'S | $1,500 | ||
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | GENERAL SUPPORT | $1,500 | |
| AMERICAN RED CROSS | |||||||
| 431 18 ST NW | DALLAS | TX | 75231 | NONE | TO BE RELENTLESS FORCE FOR A WORLD OF LONGER, HEALTHIER LIVES | $1,500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | TO FIND CURES AND MEANS OF CHILDHOOD DISEASES THROUGH RESEARCH AND TREATMENT. | $1,500 | |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | GENERAL SUPPORT | $1,500 | |
| Environmental Working Group | |||||||
| 1250 I Street NW Suite 1000 | Washington | DC | 20005 | NONE | To empower you with breakthrough research to make informed choices and live a healthy life in a healthy environment. | $500 | |
| Wounded Warrior Project | |||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | NONE | To honor and empower wounded warriors. | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,493,768 | 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 | $1,602,979 | 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 | -$317,772 | 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 | $1,285,207 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,285,207 | TotalIncomeProducingActyAmt |
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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $33,160 | Amt |
| Net Investment Income | $16,580 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,580 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB CORPORATE BOND | BondNm |
| EOY Book Value | $67,406 | EOYBookValueAmt |
| EOYFMV | $63,389 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB EQUITIES | StockNm |
| EOY Book Value | $20,995,160 | EOYBookValueAmt |
| EOYFMV | $32,356,112 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,676,296 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,963,594 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB - EXCHANGE TRAD | AT COST | $5,209,185 | $5,677,705 |
| CHARLES SCHWAB - BOND MUTUAL F | AT COST | $5,754,757 | $5,366,797 |
| CHARLES SCHWAB - EQUITY MUTUAL | AT COST | $7,717,501 | $8,094,970 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX BASIS DIFFERENCES | Desc |
| Amt | $6,195 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $50 | $50 |
| BANK SERVICE CHARGES | $14 | $14 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $434,617 | Amt |
| Net Investment Income | $434,617 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $4,286 | Amt |
| Net Investment Income | $4,286 | NetInvestmentIncomeAmt |
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