WILCOX FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILCOX FAMILY FOUNDATION (EIN 22-6474493)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-07-27
- IRS object ID
- 202242089349100204
- Schema version
- 2020v4.1
- 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
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-27T08:00:24-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226474493 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILCOX FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 6145376963 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FEDERAL ST 37TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON SHIELDS | PersonNm |
| Person Title | MANAGING DIRECT | PersonTitleTxt |
| Phone | 6145376963 | PhoneNum |
| Signature | 2022-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER L GILLAM | PreparerPersonNm |
| PTIN | P01212487 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2022-07-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,672,927 | FMVAssetsEOYAmt |
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 | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $85,525 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $79,274 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $85,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,293 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,856 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,392 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,464 | 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,878 | TaxesRevAndExpnssAmt |
| 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 |
| Tot Opr Expenses Rev And Expnss | $20,734 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,392 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,464 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,446 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,446 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $169,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,392 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,910 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$83,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,901 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,784 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,624 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,624 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,701,587 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,627,112 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,671,303 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $2,704,372 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,628,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,672,927 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,704,372 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,628,736 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,704,372 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,628,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,704,372 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,628,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,704,372 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$83,636 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,000 | OtherIncreasesAmt |
| Subtotal | $2,628,736 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,628,736 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $916 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $916 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $916 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,504 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,504 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,588 | OverpaymentAmt |
| Applied To ES Tax | $916 | AppliedToESTaxAmt |
| Refund | $1,672 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | 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 |
| Individual With Books | CIBC NATIONAL TRUST COMPANY | IndividualWithBooksNm |
| Phone | 6145376963 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| G GEER WILCOX | ||||||
| 1985 WEMBLEY WAY | EAST LANSING | MI | 48821 | CO-TRUSTEE AS REQ'D | 0 | $0 |
| CHRISTINA W MCINTYRE | ||||||
| 57 NEWPORT STREET | JAMESTOWN | RI | 02835 | CO-TRUSTEE, AS REQ'D | 0 | $0 |
| PETER B WILCOX | ||||||
| 20 BEACON HILL ROAD | NEWPORT | RI | 02840 | CO-TRUSTEE, AS REQ'D | 0 | $0 |
| CIBC National Trust Co | ||||||
| 100 Federal Street 37th Floor | Boston | MA | 02110 | CO-TRUSTEE AS REQ'D | 0 | $17,856 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,207 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,688,506 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,725,713 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,725,713 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,886 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,669,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $183,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $183,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $916 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $916 | TotalTaxAmt |
| Distributable Before Adj | $182,575 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $182,575 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $182,575 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,910 | 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 | $152,910 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $152,910 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,575 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $148,337 | 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 | $152,910 | QualifyingDistributionsAmt |
| Applied To Year1 | $148,337 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,573 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $178,002 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| HOPITAL ALBERT SCHWEITZER | ||||||||
| HAS US ADMINISTRATION | JEAN MARC DE MATTEIS CEO | PITTSBURGH | PA | 15232 | NONE | PC | CHARITABLE | $6,000 |
| COMMUNITY HOUSING RESOURCE BOARD | ||||||||
| ATTN JIMMY WINTERS | 40 MARCUS WHEATLAND BLVD | NEWPORT | RI | 02840 | NONE | PC | CHARITABLE | $4,500 |
| ISLAND MOVING COMPANY | ||||||||
| 3 CHARLES STREET | NEWPORT | RI | 02840 | NONE | PC | CHARITABLE | $3,000 | |
| MARTIN LUTHER KING CENTER | ||||||||
| C/O HEATHER HOLE STROUT EXEC DIR | 20 DR MARCUS F WHEATLAND BLVD | NEWPORT | RI | 02840 | NONE | PC | CHARITABLE | $10,000 |
| ST MICHAELS COUNTRY DAY SCHOOL | ||||||||
| JENNIFER HUNTLEY DIR ADVANCEMENT | NEWPORT | RI | 02840 | NONE | PC | CHARITABLE | $3,000 | |
| WOMEN'S RESOURCE CENTER | ||||||||
| JESSICA WALSH ACTING EXEC DIR | 114 TOURO STREET | NEWPORT | RI | 02840 | NONE | PC | CHARITABLE | $3,500 |
| PLANNED PARENTHOOD OF SOUTHERN | ||||||||
| NEW ENGLAND | 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | NONE | PC | CHARITABLE | $3,000 |
| NEWPORT PERFORMING ARTS CENTER | ||||||||
| ATTN LIZ DRAYTON | PO BOX 234 | NEWPORT | RI | 02840 | NONE | PC | CHARITABLE | $10,000 |
| RE-MEMBER | ||||||||
| PO BOX 5054 | PINE RIDGE | SD | 57770 | NONE | PC | CHARITABLE | $2,000 | |
| MOSES BROWN SCHOOL DEVELOPMENT | ||||||||
| OFFICE | 250 LLOYD AVE | PROVIDENCE | RI | 02906 | NONE | PC | CHARITABLE | $3,000 |
| SALVATION ARMY | ||||||||
| ATTN LIEUTENANTS JAMES & JINA BANG | 51 MEMORIAL BLVD | NEWPORT | RI | 02840 | NONE | PC | CHARITABLE | $1,000 |
| ONE LOVE GLOBAL INC | ||||||||
| 3525 S MLK BLVD SUITE B | LANSING | MI | 48910 | NONE | PC | CHARITABLE | $2,000 | |
| TEEN CHALLENGE OF RHODE ISLAND | ||||||||
| ATTN DARLENE PETRUCCILLO | 572 ELMWOOD AVE | PROVIDENCE | RI | 02907 | NONE | PC | CHARITABLE | $1,000 |
| AUDUBON SOCIETY OF RHODE ISLAND | ||||||||
| 12 SANDERSON ROAD | SMITHFIELD | RI | 02917 | N/A | SO | NATURAL RESOURCE | $500 | |
| POTTER LEAGUE | ||||||||
| ATTN MS CHRISTIE SMITH | PO BOX 412 | Newport | RI | 02840 | N/A | SO | ANIMAL PROTECTION & WELFARE | $250 |
| EDGEWOOD UNITED CHURCH | ||||||||
| C/O MR CHUCK GOWAN | 469 NORTH HAGADORN | EAST LANSING | MI | 48823 | N/A | SO | RELIGIOUS ORGANIZATION | $10,000 |
| NATIONAL FEDERATION OF THE BLIND | ||||||||
| OF MICHIGAN C/O MARK EAGLE TREASURER | 1417 CORBETT ST | LANSING | MI | 48910 | N/A | SO | ASSISTANCE FOR THOSE WITH | $18,000 |
| NINEVAH FOUNDATION | ||||||||
| 47 PLAZA ST WEST | Brooklyn | NY | 11217 | N/A | PF | ENVIRONMENTAL & LAND | $2,000 | |
| WRNI | ||||||||
| (RHODE ISLAND PUBLIC RADIO) | ONE UNION STATION | PROVIDENCE | RI | 02903 | N/A | SO | PUBLIC MEDIA & RADIO | $1,000 |
| STAR KIDS SCHOLARSHIP PROGRAM | ||||||||
| C/O MS KATHY STARK EXEC DIRECTOR | PO BOX 6214 | MIDDLETOWN | RI | 02842 | N/A | SO | EDUCATIONAL OPPORTUNITIES | $28,000 |
| TURNING AROUND MINISTRIES INC | ||||||||
| ATTN CHERYL G ROBINSON PRESIDENT | 50 DR MARCUS F WHEATLAND BLVD | NEWPORT | RI | 02840 | N/A | SO | REHABILITATION SERVICES FOR | $4,946 |
| PLAN INTERNATIONAL USA | ||||||||
| C/O MS TESSIE SAN MARTIN PRES | 155 PLAN WAY | WARWICK | RI | 028869928 | N/A | SO | INTERNATIONAL COMMUNITY | $5,000 |
| NEWPORT STRING PROJECT | ||||||||
| 16 WARNER ST | NEWPORT | RI | 02840 | NONE | PC | CHARITABLE | $2,000 | |
| NEWPORT MENTAL HEALTH | ||||||||
| ATTN EDWARD MCPHERSON | 127 JOHNNY CAKE HILL ROAD | MIDDLETOWN | RI | 02842 | NONE | PC | CHARITABLE | $2,000 |
| AQUIDNECK COMMUNITY TABLE | ||||||||
| PO BOX 1481 | NEWPORT | RI | 02840 | NONE | PC | CHARITABLE | $1,000 | |
| CROSSROADS RI | ||||||||
| 160 BROAD ST | PROVIDENCE | RI | 029034028 | NONE | PC | CHARITABLE | $1,500 | |
| RHODE ISLAND WEAVING CENTER | ||||||||
| ATTN CAROLYN GOODRICH BOARD PRESID | 900 EAST SHORE RD | JAMESTOWN | RI | 02835 | NONE | PC | CHARITABLE | $2,500 |
| CERF-CRAFT EMERGENCY RELIEF FUND | ||||||||
| ATTN DUSTIN BYERLY DEV DIR | 535 STONE CUTTERS WAY STE 202 | MONTPELIER | VT | 05602 | NONE | PC | CHARITABLE | $1,000 |
| SALUS CENTER | ||||||||
| ATTN LINDEN BROWN-WREN COMM DIR | 408 S WASHINGTON SQUARE | LANSING | MI | 48933 | NONE | PC | CHARITABLE | $2,000 |
| GREATER LANSING FOOD BANK | ||||||||
| ATTN KIRSTEN BREAU | PO BOX 16224 | LANSING | MI | 48901 | NONE | PC | CHARITABLE | $2,000 |
| CAPITAL AREA HUMANE SOCIETY | ||||||||
| ATTN JESSICA SCHULTZ DIR OF DEV | 7095 W GRAND RIVER | LANSING | MI | 48906 | NONE | PC | CHARITABLE | $750 |
| JAMESTOWN ARTS CENTER | ||||||||
| PO BOX 97 | JAMESTOWN | RI | 02835 | NONE | PC | CHARITABLE | $250 | |
| META PEACE TEAM | ||||||||
| 201 W MILLER RD | LANSING | MI | 48911 | NONE | PC | CHARITABLE | $2,000 | |
| FRIENDS OF THE DOMINICAN REPUBLIC | ||||||||
| 4512 PARK RD | ALEXANDRA | VA | 22312 | NONE | PC | CHARITABLE | $2,000 | |
| YOUTHBUILD USA | ||||||||
| 1785 COLUMBUS AVE STE 500 | ROXBURY | MA | 02119 | NONE | PC | CHARITABLE | $2,000 | |
| HOSPICE OF LANSING | ||||||||
| 3186 PINE TREE ROAD | LANSING | MI | 48911 | NONE | PC | CHARITABLE | $2,000 | |
| TRANS LIFELINE | ||||||||
| 195 41ST ST STE 11253 | OAKLAND | CA | 94611 | NONE | PC | CHARITABLE | $1,750 | |
| FONDO QUISQUEYA FOUNDATION | ||||||||
| PO BOX 6628 | FALLS CHURCH | VA | 22040 | NONE | PC | CHARITABLE | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,446 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEROY PARTNERS | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,251 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,274 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,251 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,293 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,544 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HEROY PARTNERS II, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,627,112 | BookValueAmt |
| EOYFMV | $3,671,303 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEROY PARTNERS LLC | Desc |
| Revenue And Expenses Per Books | $85,525 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $79,274 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTRA PERIOD ADJUSTMENT | Desc |
| Amt | $8,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,374 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,504 | $0 | $0 |
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