ASHAWAY CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ASHAWAY CHARITABLE TRUST (EIN 05-6003255)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202301319349102225
- Schema version
- 2022v5.0
- 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 | 2023-05-11T12:00:43-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 4013481234 | 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 | KIMBERLY I MCCARTHY | PersonNm |
| Person Title | SVP/CHIEF TXOFC | PersonTitleTxt |
| Phone | 4013481234 | PhoneNum |
| Signature | 2023-04-28 | 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 | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8662974127 | PhoneNum |
| Preparation | 2023-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,359,532 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $44,508 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,508 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,211 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,211 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $63,719 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,719 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,429 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,619 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,810 | 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 | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,894 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $78 | 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 | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,473 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,697 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,960 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,973 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,697 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,022 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,336 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,871 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,871 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $343,623 | CorporateStockBOYAmt |
| Corporate Stock EOY | $358,382 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $637,535 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $847,504 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $821,727 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $716,126 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,195,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,185,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,359,532 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,195,463 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,185,980 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,195,463 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,185,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,195,463 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,185,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,195,463 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,119 | OtherIncreasesAmt |
| Subtotal | $1,187,328 | SubtotalAmt |
| Other Decreases | $1,348 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,185,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 43. CERNER CORP | 2020-12-16 | 2022-01-20 | $3,960 | $2,831 | $1,129 | $1,129 | |
| 5. EMBECTA CORP | 2014-09-18 | 2022-04-06 | $144 | $64 | $80 | $80 | |
| .6 EMBECTA CORP | 2020-12-16 | 2022-04-18 | $19 | $14 | $5 | $5 | |
| .2385 WARNER BROS DISCOVERY INC | 2022-02-01 | 2022-04-25 | $5 | $6 | -$1 | -$1 | |
| 25000. DISCOVER BANK 3.4% 21 NOV 2022 | 2018-11-16 | 2022-11-21 | $25,000 | $25,000 | |||
| 3. ABBOTT LABORATORIES INC | 2016-09-12 | 2022-12-06 | $314 | $124 | $190 | $190 | |
| 7. AMGEN INC | 2014-12-18 | 2022-12-06 | $2,008 | $1,171 | $837 | $837 | |
| 5. ANALOG DEVICES INC COM | 2016-05-26 | 2022-12-06 | $836 | $291 | $545 | $545 | |
| 11. APPLE COMPUTER | 2013-10-01 | 2022-12-06 | $1,611 | $191 | $1,420 | $1,420 | |
| 15. AUTO DATA PROCESS | 2013-10-01 | 2022-12-06 | $3,954 | $946 | $3,008 | $3,008 | |
| 4. BECTON DICKINSON & CO | 2014-09-18 | 2022-12-06 | $979 | $450 | $529 | $529 | |
| 1. BROADRIDGE FINANCIAL SOLUTIO | 2015-04-16 | 2022-12-06 | $144 | $54 | $90 | $90 | |
| 3. BROADCOM INC | 2019-05-20 | 2022-12-06 | $1,596 | $817 | $779 | $779 | |
| 7. CVS CORP COM | 2020-11-03 | 2022-12-06 | $716 | $417 | $299 | $299 | |
| 2. HOME DEPOT INC | 2011-07-08 | 2022-12-06 | $641 | $73 | $568 | $568 | |
| 3. HONEYWELL INTL INC COM | 2017-05-31 | 2022-12-06 | $646 | $383 | $263 | $263 | |
| 8. JOHNSON & JOHNSON | 2003-12-15 | 2022-12-06 | $1,433 | $398 | $1,035 | $1,035 | |
| 6. KLA-TENCOR CORP COM | 2017-03-01 | 2022-12-06 | $2,331 | $548 | $1,783 | $1,783 | |
| 3. LOCKHEED MARTIN CORP COM | 2015-12-03 | 2022-12-06 | $1,458 | $647 | $811 | $811 | |
| 18. MONDELEZ INTERNATIONAL INC-A | 2020-11-03 | 2022-12-06 | $1,217 | $982 | $235 | $235 | |
| 21. NEXTERA ENERGY INC | 2017-03-01 | 2022-12-06 | $1,776 | $683 | $1,093 | $1,093 | |
| 10. PEPSICO INC | 2013-10-01 | 2022-12-06 | $1,829 | $796 | $1,033 | $1,033 | |
| 8. PROCTER & GAMBLE CO | 2019-08-30 | 2022-12-06 | $1,197 | $964 | $233 | $233 | |
| 18. RAYTHEON TECHNOLOGIES CORP | 2019-02-08 | 2022-12-06 | $1,817 | $1,354 | $463 | $463 | |
| 1. SYSCO CORP | 2020-03-27 | 2022-12-06 | $85 | $51 | $34 | $34 | |
| 26. TJX COS INC NEW COM | 2018-06-08 | 2022-12-06 | $2,083 | $1,231 | $852 | $852 | |
| 45. WARNER BROS DISCOVERY INC | 2022-02-01 | 2022-12-06 | $508 | $1,086 | -$578 | -$578 | |
| 110. AMCOR PLC | 2020-11-03 | 2022-12-06 | $1,340 | $1,229 | $111 | $111 | |
| 3. ACCENTURE PLC-CL A | 2014-09-18 | 2022-12-06 | $870 | $241 | $629 | $629 | |
| 14. CHUBB LTD | 2016-10-13 | 2022-12-06 | $3,020 | $1,736 | $1,284 | $1,284 | |
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P | |||||
| CAPITAL GAIN DIVIDENDS | $452 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,211 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $779 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $779 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $779 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,908 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,908 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,129 | OverpaymentAmt |
| Applied To ES Tax | $780 | AppliedToESTaxAmt |
| Refund | $1,349 | 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 | 4013481234 | 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 | $11,429 |
| Pamela Crandall | ||||||
| 24 Laurel Street | Ashaway | RI | 02804 | 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 | $1,439,221 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,513 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,456,734 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,456,734 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,851 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,434,883 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $779 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $779 | TotalTaxAmt |
| Distributable Before Adj | $70,965 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,092 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,057 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,057 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,460 | 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 | $59,460 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,057 | 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 | $2,639 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,639 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,460 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,460 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,639 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,639 | 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 | $9,958 | 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 (30 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 | ||||||||
| 1789 BROAD STREET | Cranston | RI | 02905 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| DANA HALL School | ||||||||
| PO BOX 9010 | Wellesley | MA | 02482 | NONE | PC | OPERATIONAL | $2,000 | |
| Memorial & Library Association of | ||||||||
| ATTN EXECUTIVE DIRECTOR | Westerly | RI | 02891 | NONE | PC | OPERATIONAL | $500 | Westerly ATTN Executive Director |
| Audubon Society of Rhode Island | ||||||||
| 12 SANDERSON ROAD | Smithfield | RI | 02917 | NONE | PC | OPERATIONS | $500 | |
| Ocean Community YMCA | ||||||||
| 95 HIGH STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $4,000 | ATTN Maureen Fitzgerald CEO |
| Ashaway Free Library | ||||||||
| 15 KNIGHT STREET | Ashaway | RI | 02804 | NONE | PC | OPERATIONS | $1,000 | |
| United Way of Rhode Island Inc | ||||||||
| 50 VALLEY STREET | Providence | RI | 02909 | NONE | PC | OPERATIONS | $5,000 | |
| Rocky Hill Country Day School | ||||||||
| ATTN - OFFICE OF DEVELOPMENT | East Greenwich | RI | 02818 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Meals on Wheels of RI Inc | ||||||||
| 70 BATH STREET | Providence | RI | 02908 | NONE | PC | OPERATIONS | $3,000 | |
| Langworthy Public Library | ||||||||
| 24 SPRING STREET | Hope Valley | RI | 02832 | NONE | PC | GENERAL | $500 | |
| SAVE THE BAY | ||||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PC | OPERATIONS | $3,000 | |
| The Jonnycake Center of Westerly | ||||||||
| 23 INDUSTRIAL DRIVE | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $5,000 | |
| Wood River Health Services Inc | ||||||||
| 823 MAIN STREET | Hope Valley | RI | 02832 | NONE | PC | OPERATIONAL | $500 | |
| Literacy Volunteers of Washington County | ||||||||
| PO BOX 245 | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $500 | |
| Babcock-Smith House Museum | ||||||||
| 124 GRANITE STREET | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $500 | |
| OCEAN COMMUNITY CHAMBER FOUNDATION | ||||||||
| 1 CHAMBER WAY | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $500 | |
| Oak Grove Cemetery Association | ||||||||
| PO BOX 27 | Ashaway | RI | 02804 | NONE | PC | CEMETARY OPERATIONS | $1,000 | |
| Chorus of Westerly | ||||||||
| CHRISTOPHER FUSARO TREASURER | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $500 | |
| Connecticut College Fund | ||||||||
| BECKER HOUSE | New London | CT | 063204196 | NONE | PC | EDUCATIONAL | $1,000 | |
| Trinity College | ||||||||
| DEVELOPMENT OFFICE | Hartford | CT | 061063100 | NONE | PC | EDUCATIONAL | $1,000 | |
| Denison Pequotsepos Nature Center | ||||||||
| 109 PEQUOTSEPOS ROAD | Mystic | CT | 06355 | NONE | PC | OPERATIONS | $500 | |
| RI CENTER ASSISTING THOSE IN NEED | ||||||||
| 805 ALTON CAROLINA ROAD | Carolina | RI | 02812 | NONE | PC | OPERATIONS | $3,000 | |
| Wood-Pawcatuck Watershed Association | ||||||||
| 203B ARCADIA ROAD | Hope Valley | RI | 02832 | NONE | PC | OPERATIONS | $1,000 | |
| Westerly Land Trust | ||||||||
| PO BOX 601 | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $4,000 | |
| WARM Inc | ||||||||
| 56 SPRUCE STREET | Westerly | RI | 02891 | NONE | PC | GENERAL | $5,000 | |
| Stand Up for Animals | ||||||||
| 33 LARRY HIRSCH LANE SUITE B | Westerly | RI | 02891 | NONE | PC | OPERATIONS | $2,000 | |
| HopeHealth | ||||||||
| 1085 NORTH MAIN STREET | Providence | RI | 02904 | NONE | PC | PALLIATIVE CARE | $2,000 | Attn Philanthropy |
| NATURE CONSERVANCY | ||||||||
| 159 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | PC | OPERATIONS | $4,000 | |
| Hope Valley Fire Department | ||||||||
| 996 MAIN STREET | Hope Valley | RI | 02832 | NONE | PC | GENERAL | $500 | |
| Ashaway Volunteer Fire Department | ||||||||
| 213 MAIN STREET | Ashaway | RI | 02804 | NONE | PC | GENERAL | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,500 | 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 | $44,508 | 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 | $19,211 | 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 | $63,719 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,719 | 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 | $1,100 | Amt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED STATEMENT | BondNm |
| EOY Book Value | $821,727 | EOYBookValueAmt |
| EOYFMV | $716,126 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENT | StockNm |
| EOY Book Value | $358,382 | EOYBookValueAmt |
| EOYFMV | $637,535 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING DIFFERENCE | $848 |
| REVERSAL OF GRANT | $500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL MTRPLTN | $27 |
| GRANT RECOVERY | $1,092 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,908 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,908 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $69 | $69 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $9 | $9 | $0 |