THE WINTER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE WINTER FAMILY FOUNDATION (EIN 05-0426485)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349105544
- Schema version
- 2020v4.1
- Note
- A later return for the same period supersedes this one.
- 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
- 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 | 2021-11-15T13:56:32-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-12 | 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 | 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 | $1,715,856 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,947 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,645 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,645 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $82,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$166,139 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,436,667 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,853 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,233 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$60,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,329 | 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 | $147 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $73 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $74 | 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 | $8,253 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,253 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,063 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,472 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,485 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,485 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,308 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,099 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,308 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$163,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,021 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $634,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $96,441 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $96,441 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $921,251 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,200,262 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,378,955 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $98,590 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $194,429 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $240,460 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,654,373 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,491,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,715,856 | 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 | $1,654,373 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,491,132 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,654,373 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,491,132 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,654,373 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,491,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,654,373 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$163,241 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,491,132 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,491,132 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE K-1 | P | 2020-01-01 | 2020-12-31 | -$375 | -$375 | ||
| ALLIANCE K-1 | P | 2020-01-01 | 2020-12-31 | $826 | $826 | ||
| RAYMOND JAMES | P | 2020-01-01 | 2020-12-31 | -$88,111 | -$88,111 | $957,065 | $1,045,176 |
| RAYMOND JAMES | P | 2020-01-01 | 2020-12-31 | -$78,479 | -$78,479 | $479,602 | $558,081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$166,139 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,071 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,071 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,071 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,259 | 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 | $4,259 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,188 | OverpaymentAmt |
| Applied To ES Tax | $3,188 | 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 | 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 (4 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 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MICHAEL P WINTER | ||||||||
| 3608 TOWER HILL ROAD | WAKEFIELD | RI | 02879 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KATHLEEN M WINTER | ||||||||
| 506 SLOOP WAY | NOKOMIS | FL | 34275 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| THOMAS WINTER II | ||||||||
| PO BOX 87 | SAUNDERSTOWN | RI | 02874 | TRUSTEE | 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 | $1,303,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $261,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,565,013 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,565,013 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,541,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,077 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,077 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,071 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,397 | IncomeTaxAmt |
| Total Tax | $2,468 | TotalTaxAmt |
| Distributable Before Adj | $74,609 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $74,609 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $74,609 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,099 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $81,099 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $81,099 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $4,564 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,564 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $81,099 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,490 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,054 | 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 | $11,054 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,564 | ExcessFromYear1Amt |
| Excess From Current Year | $6,490 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 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 |
| CIRCLE OF CARE | |||||||
| 23 LADESIDE AVE | WRENTHAM | MA | 02093 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| CROSSROADS RI | |||||||
| 160 BROAD STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| GRATEFUL FOR GOD'S PROVIDENCE | |||||||
| ONE CATHEDRAL SQUARE | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $12,500 |
| HOME & HOSPICE CARE OF RHODE ISLAND | |||||||
| 1085 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,500 |
| IMMACULATE CONCEPTION CHURCH | |||||||
| 237 GARDEN HILLS DR | CRANSTON | RI | 02920 | 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 COMMUNITY FOOD BANK | |||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| RHODE ISLAND HOSPITAL FOUNDATION | |||||||
| 167 POINT STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| SMILE TRAIN | |||||||
| 41 MADISON AVENUE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| ST JUDE HOSPITAL | |||||||
| 262 DANNY THOMAS PLAZA | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| ST PATRICK ACADEMY | |||||||
| 244 SMITH STREET | PROVIDENCE | RI | 02908 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| 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 |
| UNITED SERVICE ORGANIZATIONS | |||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| VNS HOME HEALTH SERVICES | |||||||
| 14 WOODRUFF AVENUE SUITE 7 | NARRAGANSETT | RI | 02882 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,000 | 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 | $6,645 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,451 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,233 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$166,139 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALLAINCE K-1 | Desc |
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $7,620 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $7,620 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$75,810 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$68,190 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $194,429 | EOYBookValueAmt |
| EOYFMV | $240,460 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $1,200,262 | EOYBookValueAmt |
| EOYFMV | $1,378,955 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $147 | LegalFeesAmt |
| Net Investment Income | $73 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $74 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALLIANCE - MISC EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,485 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,485 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ALLIANCE K-1 | $1,233 | $1,233 | $1,233 |
| ALLAINCE K-1 | $7,620 | $7,620 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $8,253 | Amt |
| Net Investment Income | $8,253 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,472 | $1,472 | $0 |
| FEDERAL TAX | $8,591 | $0 | $0 |