BAFFLIN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BAFFLIN FOUNDATION (EIN 05-0454795)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202113129349100226
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T10:40:24-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050262309 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINCKLEY ALLEN & SNYDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WESTMINSTER ST SUITE 1500 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050454795 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAFFLIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAFF | BusinessNameControlTxt |
| Phone | 4012742000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO SILVER100 WESTMINSTER NO 150 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL A SILVER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4012742000 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | SILVER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL A SILVER | PreparerPersonNm |
| PTIN | P01059918 | PTIN |
| Phone | 4012742000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $22,848,088 | 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 | $304 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $304 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $587,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $587,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $600,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $698 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $698 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $567,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $588,460 | 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 | $1,542 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,542 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,627 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,627 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,979 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,979 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $809 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $809 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,056,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,056,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,081,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,056,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$513,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $563,503 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $556,931 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $805,969 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $805,969 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,481,007 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,481,007 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,622,866 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,697,391 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,175,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,419,253 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,735,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,462,965 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,848,088 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,735,329 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,462,965 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,735,329 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,462,965 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,735,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,462,965 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,735,329 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$513,585 | ExcessRevenueOverExpensesAmt |
| Other Increases | $241,221 | OtherIncreasesAmt |
| Subtotal | $16,462,965 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,462,965 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GMO GLOBAL ASSET ALLOCATION FUND | 2020-12-08 | $600,000 | $620,872 | -$20,872 | -$20,872 |
| INVESCO DB-ST GAIN | 2020-12-31 | $6 | $6 | ||
| INVESCO DB-LT GAIN | 2020-12-31 | $78 | $78 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,788 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,833 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,833 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,833 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,976 | 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 | $11,976 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $4,139 | OverpaymentAmt |
| Applied To ES Tax | $4,139 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | PAUL A SILVER ESQ | IndividualWithBooksNm |
| Phone | 4012742000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WESTMINSTER ST SUITE 1500 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL A SILVER | ||||||||
| 100 WESTMINSTER ST STE 1500 | PROVIDENCE | RI | 02903 | DIRECTOR/SECRETARY | 4.00 | $0 | $0 | $0 |
| MICHAEL M EDWARDS | ||||||||
| 40 RIDGEWOOD ROAD | ATTLEBORO | MA | 02703 | DIRECTOR/TREASURER | 4.00 | $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 |
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 | $20,438,790 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $601,124 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,039,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,039,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $315,599 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,724,315 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,036,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,036,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,833 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,833 | TotalTaxAmt |
| Distributable Before Adj | $1,028,383 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,028,383 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,028,383 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,056,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,056,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,056,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,028,383 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $922,977 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,056,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $922,977 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $133,323 | 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 | $895,060 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL A SILVER ESQ SECRETARY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WESTMINSTER ST STE 1500 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4012742000 | RecipientPhoneNum |
| Recipient Email Address | PSILVER@HINCKLEYALLEN.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIAL FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | CURRENT PRIMARY CHARITABLE FIELDS INCLUDE ART MUSEUMS AND THE PRESERVATION OF LAND AND WILDLIFE. | 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 |
|---|---|---|---|---|---|---|---|
| RHODE ISLAND FOUNDATION | |||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | NONE | PUBLIC | COVID 19 FUND | $25,000 |
| BARNSTABLE LAND TRUST | |||||||
| 1540 MAIN STREET | W BARNSTABLE | MA | 02668 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| BERKSHIRE ENVIRONMENTAL | |||||||
| 20 CHAPEL STREET | PITTSFIELD | MA | 01201 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| COASTAL MOUNTAINS LAND TRUST | |||||||
| 101 MOUNT BATTIE ST | CAMDEN | ME | 04843 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| COMPACT OF CAPE COD CONSERVATION | |||||||
| PO BOX 443 | BARNSTABLE | MA | 02630 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| EAST LYME LAND TRUST INC | |||||||
| PO BOX 831 | EAST LYME | CT | 06333 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| ELIZABETH PARK CONSERVANCY | |||||||
| 1561 ASYLUM AVENUE | W HARTFORD | CT | 06117 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| FOREST SOCIETY OF MAINE | |||||||
| 115 FRANKLIN STREET | BANGOR | ME | 04401 | NONE | PUBLIC | PROGRAM SUPPORT | $60,000 |
| FRANCIS SMALL HERITAGE TRUST INC | |||||||
| PO BOX 414 | LIMERICK | ME | 04048 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| FRANKLIN LAND TRUST | |||||||
| PO BOX 450 | SHELBURNE FALLS | MA | 01370 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| GEORGE'S RIVER LAND TRUST | |||||||
| 8 N MAIN STREET SUITE 200 | ROCKLAND | ME | 04841 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 |
| THE GROTON OPEN SPACE ASSOCIATION INC | |||||||
| PO BOX 9187 | GROTON | CT | 06340 | NONE | PUBLIC | PROGRAM SUPPORT | $30,000 |
| APPALACIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| AVALONIA LAND CONSERVANCY | |||||||
| PO BOX 49 | OLD MYSTIC | CT | 06372 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| CONNECTICUT BEARDSLEY ZOO | |||||||
| 1875 NOBLE AVENUE | BRIDGEPORT | CT | 06610 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 |
| ESSEX COUNTY GREENBELT ASSOCIATION INC | |||||||
| 82 EASTERN AVENUE | ESSEX | MA | 01929 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 |
| THE NATURE CONSERVANCY IN RI | |||||||
| 159 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| WESTERLY LAND TRUST | |||||||
| PO BOX 601 | WESTERLY | RI | 02891 | NONE | PUBLIC | PROGRAM SUPPORT | $40,000 |
| WYNDHAM LAND TRUST INC | |||||||
| PO BOX 302 | POMFRET CTR | CT | 06259 | NONE | PUBLIC | PROGRAM SUPPORT | $175,000 |
| HARWICH CONSERVATION TRUST | |||||||
| PO BOX 101 | S HARWICH | MA | 02661 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| LOWELL HUMANE SOCIETY | |||||||
| 951 BROADWAY ST | LOWELL | MA | 01854 | NONE | PUBLIC | PROGRAM SUPPORT | $14,300 |
| MASSACHUSETTS AUDUBON | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| MIDCOAST HUMANE | |||||||
| 190 PLEASANT ST | BRUNSWICK | ME | 04011 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| THE NATURE CONSERVANCY IN MA | |||||||
| 99 BEDFORD STREET | BOSTON | MA | 02111 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| THE NORTHEAST WILDERNESS TRUST | |||||||
| 17 STATE ST 302 | MONTPELIER | VT | 05602 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| ROYAL RIVER CONSERVATION TRUST | |||||||
| 325 MAIN STREET | YARMOUTH | ME | 04096 | NONE | PUBLIC | PROGRAM SUPPORT | $22,000 |
| 7 LAKES ALLIANCE | |||||||
| 137 MAIN STREET | BELGRADE LAKES | ME | 04918 | NONE | PUBLIC | PROGRAM SUPPORT | $35,000 |
| SOUTH KINGSTOWN LAND TRUST | |||||||
| 17 MATUNUCK BEACH ROAD | KINGSTOWN | RI | 02879 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| VERMONT INSTITUTE OF NATURAL SCIENCE | |||||||
| 149 NATURES WAY | QUECHEE | VT | 05059 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| WESTPORT LAND CONSERVATION TRUST | |||||||
| 830 DRIFT ROAD | WESTPORT | MA | 02790 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,056,300 | 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 | $304 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $587,458 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $698 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$20,788 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $588,460 | ExclusionAmt |
| Related Or Exempt Function Incm | -$20,788 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $567,672 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | INVESTMENT MADE TO GENERATE INCOME TO BE USED FOR GRANTS | RelationshipStatementTxt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $14,175,989 | EOYBookValueAmt |
| EOYFMV | $20,419,253 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,481,007 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,622,866 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HINCKLEY, ALLEN & SNYDER LLP | CategoryTxt |
| Legal Fees | $1,542 | LegalFeesAmt |
| Net Investment Income | $1,542 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESCO DB USD INVEST EXP | $1 | $1 | $0 |
| INVESCO DB-PORTFOLIO DEDUCTIONS | $808 | $808 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESCO DB (OTHER INCOME) | Desc |
| Revenue And Expenses Per Books | $698 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $698 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $698 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF AMERICA | CategoryTxt |
| Amt | $1,627 | Amt |
| Net Investment Income | $1,627 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID - BOA | $3,109 | $3,109 | $0 |
| FOREIGN TAX PAID - GMO | $8,709 | $8,709 | $0 |
| EXCISE TAX -- 2020 ESTIMATED TAX | $9,161 | $9,161 | $0 |