BAFFLIN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BAFFLIN FOUNDATION (EIN 05-0454795)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202001959349101615
- Schema version
- 2019v5.1
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T13:53:18-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL A SILVER | PreparerPersonNm |
| PTIN | P01059918 | PTIN |
| Phone | 4012742000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.129.77.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 14:52:05 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6751D9A3A6A8317540C66B10BD8B803C2B8849FC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C9F4804C51F60EA8466440926074F147A738286B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,859,432 | 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 | $1,895 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,895 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $686,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $686,237 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $292,384 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,021,669 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $292,384 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $25,000 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,760 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,760 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $984,276 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $984,276 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $82,269 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,454 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $65,815 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,850 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,850 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,573 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,573 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,431 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36,431 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $854 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $854 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $133,977 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,162 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,815 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $953,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $953,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,087,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,162 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,019,565 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$103,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $916,114 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $304,788 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $556,931 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $556,931 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,481,007 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,481,007 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,560,881 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,042,506 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,697,391 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,741,620 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,828,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,735,329 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,859,432 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,828,301 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,735,329 | 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 | $16,828,301 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,735,329 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,828,301 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,735,329 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,828,301 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$103,451 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,479 | OtherIncreasesAmt |
| Subtotal | $16,735,329 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,735,329 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BANK OF AMERICA-LT GAIN | P | 2019-12-31 | $471,669 | $129,590 | $342,079 | $342,079 |
| GMO INVESTMENTS-NON-COVERED | P | 2019-06-25 | $250,000 | $277,523 | -$27,523 | -$27,523 |
| GMO INVESTMENTS-NON-COVERED | P | 2019-11-21 | $300,000 | $322,198 | -$22,198 | -$22,198 |
| INVESCO DB-ST GAIN | P | 2019-12-31 | $26 | $26 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $292,384 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $834,586 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,016,190 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039712 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $742,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,289,864 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036595 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,030,020 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,756,658 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054915 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $983,045 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,239,810 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048570 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,127,930 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,337,297 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052862 | DistributionYr5Rt |
| Total Distribution | 0.232654 | TotalDistributionRt |
| Average Distribution | 0.046531 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,604,490 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $958,748 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,161 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $967,909 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,019,565 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,161 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,161 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,161 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,839 | OverpaymentAmt |
| Applied To ES Tax | $2,839 | 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 | $41,135 | $0 | $0 |
| MICHAEL M EDWARDS | ||||||||
| 40 RIDGEWOOD ROAD | ATTLEBORO | MA | 02703 | DIRECTOR/TREASURER | 4.00 | $41,134 | $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 | $20,530,431 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $387,833 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,918,264 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,918,264 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $313,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,604,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,030,225 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,030,225 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,161 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,161 | TotalTaxAmt |
| Distributable Before Adj | $1,021,064 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $25,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,046,064 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,046,064 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,019,565 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,019,565 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,161 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,010,404 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,046,064 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $896,478 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,019,565 | QualifyingDistributionsAmt |
| Applied To Year1 | $896,478 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $123,087 | 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 | $922,977 | 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 |
|---|---|---|---|---|---|---|---|
| APPALACIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PUBLIC | PROGRAM SUPPORT | $9,000 |
| AVALONIA LAND CONSERVANCY | |||||||
| PO BOX 49 | OLD MYSTIC | CT | 06372 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| BUTNEWOLD INC | |||||||
| 101 FERRY ROAD | BRISTOL | RI | 02809 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| BOXBOROUGH CONSERVATION TRUST | |||||||
| 650 MASSACHUSETTS AVE | BOXBOROUGH | MA | 01719 | NONE | PUBLIC | PROGRAM SUPPORT | $6,500 |
| BURRIVILLE LAND TRUST | |||||||
| PO BOX 506 | HARRISVILLE | RI | 02830 | NONE | PUBLIC | PROGRAM SUPPORT | $8,250 |
| CONNECTICUT BEARDSLEY ZOO | |||||||
| 1875 NOBLE AVENUE | BRIDGEPORT | CT | 06610 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| DECORDOVA SCULPTURE PARK-MUSEUM | |||||||
| 51 SANDY POND ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| DOWNEAST SALMON FEDERATION | |||||||
| PO BOX 201 187 MAIN ST | COLUMBIA FALLS | ME | 04633 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 |
| KESTREL LAND TRUST | |||||||
| PO BOX 1016 | AMHERST | MA | 01004 | NONE | PUBLIC | SUPPORT AND PRESERVATION | $15,000 |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| NORTHERN CONNECTICUT LAND TRUST | |||||||
| PO BOX 324 | SOMERS | CT | 06071 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| THE NATURE CONSERVANCY IN RI | |||||||
| 159 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| BUZZARDS BAY COALITION INC | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| CAMP JORI | |||||||
| PO BOX 5299 | WAKEFIELD | RI | 02880 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 |
| CENTER FOR WILDLIFE INC | |||||||
| PO BOX 620 | CAPE NEDDICK | ME | 03902 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| ESSEX COUNTY GREENBELT ASSOCIATION INC | |||||||
| 82 EASTERN AVENUE | ESSEX | MA | 01929 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| GUILFORD LAND CONSERVATION TRUST | |||||||
| PO BOX 200 | GUILFORD | CT | 06437 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 |
| IRONWOOD COMMUNITY PARTNERS | |||||||
| 52 DUNCASTER ROAD | BLOOMFIELD | CT | 06002 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| JAMESTOWN ART CENTER | |||||||
| PO BOX 97 | JAMESTOWN | RI | 02835 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| MAHOOSUC LAND TRUST INC | |||||||
| PO BOX 981 | BETNEL | ME | 04217 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| MAINE APPALACIAN TRAIL CLUB INC | |||||||
| PO BOX 283 | AUGUSTA | ME | 04332 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| MASSACHUSETT SPCA | |||||||
| 350 S HUNTINGTON AVE | BOSTON | MA | 02130 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| MOUNT GRACELAND CONSERVATION TRUST | |||||||
| 1461 OLD KEENE ROAD | ATNOL | MA | 01331 | NONE | PUBLIC | PROGRAM SUPPORT | $30,000 |
| NORTH COUNTY LAND TRUST | |||||||
| 325 UNDELL AVENUE | LEOMINSTER | MA | 01453 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| THE NATURE CONSERVANCY-MAINE | |||||||
| 14 MAINE STREET STE 401 | BRUNSWICK | ME | 04011 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| PROVIDENCE PRESERVATION SOCIETY | |||||||
| 24 MEETING STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| STRONG FAMILY FARM INC | |||||||
| 274 WEST STREET | VERNON ROCKVILLE | CT | 06066 | NONE | PUBLIC | PROGRAM SUPPORT | $30,000 |
| WESTERLY LAND TRUST | |||||||
| PO BOX 601 | WESTERLY | RI | 02891 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| WESTFORD COMMUNITY ACCESS TELEVISION | |||||||
| PO BOX 1037 | WESTFORD | MA | 01886 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| WYNDHAM LAND TRUST INC | |||||||
| PO BOX 302 | POMFRET CTR | CT | 06259 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $953,750 | 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 | $1,895 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $686,237 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,760 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $292,384 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $984,276 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $984,276 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $14,697,391 | EOYBookValueAmt |
| EOYFMV | $19,741,620 | 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 | $1,560,881 | 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 | $11,850 | LegalFeesAmt |
| Net Investment Income | $11,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESCO DB USD INVEST EXP | Desc |
| Revenue And Expenses Per Books | $854 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $854 | 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 |
|---|---|---|---|
| INVESCO DB (OTHER INCOME) | $2,595 | $2,595 | $2,595 |
| BANK OF AMERICA-CLASS ACTION | $1,165 | $1,165 | $1,165 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSET ADJUSTMENT | Desc |
| Amt | $10,479 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF AMERICA | CategoryTxt |
| Amt | $2,573 | Amt |
| Net Investment Income | $2,573 | 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 | $5,066 | $5,066 | $0 |
| FOREIGN TAX PAID - GMO | $19,389 | $19,389 | $0 |
| EXCISE TAX -- 2019 ESTIMATED TAX | $11,976 | $11,976 | $0 |