THE WINTER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE WINTER FAMILY FOUNDATION (EIN 05-0426485)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-06-15
- IRS object ID
- 202311669349100011
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-15T10:33:37-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 NORTH MAIN STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050426485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINTER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINT | BusinessNameControlTxt |
| Phone | 9419665574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2457 POST ROAD | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02886 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHEAL WINTER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9419665574 | PhoneNum |
| Signature | 2023-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHEAL | PersonFirstNm |
| Person Last | WINTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDY ROSS | PreparerPersonNm |
| PTIN | P01399337 | PTIN |
| Phone | 4012742001 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,160,736 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,952 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,952 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,394 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,394 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $417,514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,498,510 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $417,514 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,526 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,901 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $531,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $530,761 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $297 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $148 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $149 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,025 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,729 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,729 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $540 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,608 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,442 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,224 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,808 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,442 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,424 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $422,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $517,319 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,441 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $233,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $233,183 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,200,262 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,679,890 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,927,553 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $194,429 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,491,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,913,073 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,160,736 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,491,132 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,913,073 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,491,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,913,073 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,491,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,913,073 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,491,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $422,578 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,913,710 | SubtotalAmt |
| Other Decreases | $637 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,913,073 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES | P | 2021-01-01 | 2021-12-31 | $3,064,747 | $2,727,116 | $337,631 | $337,631 |
| RAYMOND JAMES | P | 2021-01-01 | 2021-12-31 | $433,763 | $353,880 | $79,883 | $79,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $417,514 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,191 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,191 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,191 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,188 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,188 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,003 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL WINTER | IndividualWithBooksNm |
| Phone | 4018260100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3608 TOWER HILL ROAD | AddressLine1Txt |
| City | WAKEFIELD | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02879 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS WINTER | ||||||||
| PO BOX 87 | SAUNDERSTOWN | RI | 02874 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MICHAEL P WINTER | ||||||||
| 3608 TOWER HILL ROAD | WAKEFIELD | RI | 02879 | PRESIDENT/TREASURER/DIRECTOR | 0.50 | $0 | $0 | $0 |
| KATHLEEN M WINTER | ||||||||
| 506 SLOOP WAY | NOKOMIS | FL | 34275 | DIRECTOR | 0.50 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,951,422 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $297,639 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,249,061 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,249,061 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,215,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,766 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,191 | TotalTaxAmt |
| Distributable Before Adj | $103,575 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $103,575 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $103,575 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,424 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,424 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,575 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $4,564 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,490 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,054 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,424 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,151 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,151 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $903 | 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 | $903 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $903 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUTLER HOSPITAL | |||||||
| 345 BLACKSTONE BOULEVARD | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| CATHOLIC CHARITY FUND APPEAL | |||||||
| ONE CATHEDRAL SQUARE | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $10,000 |
| CROSSROADS RI | |||||||
| 160 BROAD STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| DOMESTIC VIOLENCE RESOURCE CENTER OF SOUTH COUNTY | |||||||
| 61 MAIN STREET | WAKEFIELD | RI | 02879 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| FRIENDS OF SOUTH FERRY CHURCH | |||||||
| 170 SOUTH FERRY ROAD | NARRAGANSETT | RI | 02882 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| HASBRO CHILDRENS HOSPITAL | |||||||
| 593 EDDY ST | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | HASBRO CHILDRENS BALL FUNDRAISER | $500 |
| HOME & HOSPICE CARE OF RHODE ISLAND | |||||||
| 1085 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| JOHNNYCAKE CENTER | |||||||
| 1231 KINGSTOWN RD | PEACEDALE | RI | 02903 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| MCAULEY MINISTRIES | |||||||
| 622 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| OCEAN TIDES SCHOOL | |||||||
| 635 OCEAN ROAD | NARRAGANSETT | RI | 02882 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| RHODE ISLAND HOSPITAL FOUNDATION | |||||||
| 167 POINT STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| SINO-AMERICAN AVIATION HERITAGE FOUNDATION | |||||||
| 2635 RIMPACIFIC CIR | LAS VEGAS | NV | 89146 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $10,000 |
| SMILE TRAIN | |||||||
| 41 MADISON AVENUE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| SOUTH COUNTY HOSPITAL | |||||||
| 100 KENYON AVENUE | WAKEFIELD | RI | 02879 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| SOUTH KINGSTOWN LAND TRUST | |||||||
| 227 ROBINSON STREET | WAKEFIELD | RI | 02879 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| ST JUDE HOSPITAL | |||||||
| 262 DANNY THOMAS PLAZA | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,200 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| THE PROUT SCHOOL | |||||||
| 4640 TOWER HILL ROAD | WAKEFIELD | RI | 02879 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $50,000 |
| THE THOMAS G CAVANAUGH MEMORIAL FUND | |||||||
| 25 NATHANIAL GREENE DRIVE | WARWICK | RI | 02818 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $3,000 |
| THE WOODLANDS FOUNDATION | |||||||
| 134 SHENOT RD | WEXFORD | PA | 15090 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $2,000 |
| TOMORROW FUND | |||||||
| 593 EDDY ST | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| UNITED SERVICE ORGANIZATIONS | |||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,952 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,394 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,901 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $417,514 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE K-1 | Desc |
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $625 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $625 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $530,761 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $531,386 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,050 | Amt |
| Net Investment Income | $2,025 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,025 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PG. 1, ITEM G | FormAndLineReferenceDesc |
| Medium Explanation | PAGE 6, PART VII AMENDED TO REMOVE THOMAS WINTER II TO REFLECT HIS RESIGNATION FROM THE BOARD OF DIRECTORS. THOMAS WINTER II WAS PREVIOUSLY INCLUDED IN THE ORIGINALLY FILED FORM 990-PF. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $1,679,890 | EOYBookValueAmt |
| EOYFMV | $1,927,553 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $297 | LegalFeesAmt |
| Net Investment Income | $148 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $149 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS TIMING DIFFERENCES | Desc |
| Amt | $637 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL REPORT | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENTERPRISE K-1 | $1,901 | $1,901 | $1,901 |
| ENTERPRISE K-1 | $625 | $0 | $625 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $10,729 | Amt |
| Net Investment Income | $10,729 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $540 | $540 | $0 |
| FEDERAL TAX | $1,942 | $0 | $0 |