THE WHITE FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE WHITE FAMILY FOUNDATION (EIN 05-0509502)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349101343
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T11:58:59-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050495839 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aaronson Lavoie Streitfeld Diaz & Co PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1604 Broad Street | AddressLine1Txt |
| City | Cranston | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02905 | 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 | 050509502 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The White Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 4019428000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | co Taco Inc 1160 Cranston Street | AddressLine1Txt |
| City | Cranston | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marjorie Houston | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4019428000 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Streitfeld | PreparerPersonNm |
| PTIN | P00290819 | PTIN |
| Phone | 4012230205 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.87.113.211 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 11:58:55 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 223B8F4790CC5F22A339DFD6541E49D8A744484C | 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 | $1,498,217 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,691 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $45,319 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,319 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $45,319 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,781 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $668,673 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,781 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $155,791 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $153,100 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $45,319 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,746 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,746 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,497 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,497 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,659 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,552 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,497 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,996 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $523,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $523,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $643,252 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,497 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $610,696 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$487,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $140,603 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $45,319 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,453 | CashBOYAmt |
| Cash EOY | $11,496 | CashEOYAmt |
| Cash EOYFMV | $11,496 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $124,671 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $133,095 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $133,095 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $620,496 | CorporateStockBOYAmt |
| Corporate Stock EOY | $331,235 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $334,881 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $818,387 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $632,052 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,018,745 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,594,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,107,878 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,498,217 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,594,007 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,107,878 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,594,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,107,878 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,594,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,107,878 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,594,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$487,461 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,332 | OtherIncreasesAmt |
| Subtotal | $1,107,878 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,107,878 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Short Term Capital Gain | P | 2019-01-01 | 2019-09-30 | $13,819 | $13,252 | $567 | $567 |
| Long term Capital Gain | P | 2010-01-01 | 2019-08-31 | $654,854 | $547,640 | $107,214 | $107,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,781 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $567 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $828,460 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,068,500 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.400512 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $937,613 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,328,769 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.402622 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $961,586 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,875,453 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.512722 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $531,211 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,638,527 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.324200 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $866,477 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,663,479 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.520882 | DistributionYr5Rt |
| Total Distribution | 2.160938 | TotalDistributionRt |
| Average Distribution | 0.432188 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,748,375 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $755,627 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,406 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $757,033 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $610,696 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,812 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,812 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,812 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $39 | EsPenaltyAmt |
| Tax Due | $51 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | http://www.thewhitefamilyfoundation.com/ | WebsiteAddressTxt |
| Individual With Books | Marjorie Houston | IndividualWithBooksNm |
| Phone | 4019428000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 Cranston Street | AddressLine1Txt |
| City | Cranston | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02920 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Marjorie Houston | ||||||||
| Taco Inc 1160 Cranston Street | Cranston | RI | 02920 | President | 20.00 | $96,000 | $0 | $0 |
| John Hazen White Jr | ||||||||
| Taco Inc 1160 Cranston Street | Cranston | RI | 02920 | Founder | 5.00 | $0 | $0 | $0 |
| Elizabeth White | ||||||||
| Taco Inc 1160 Cranston Street | Cranston | RI | 02920 | Board Member | 2.00 | $0 | $0 | $0 |
| John White III | ||||||||
| taco Inc 1160 Cranston Street | Cranston | RI | 02920 | Treasurer | 5.00 | $0 | $0 | $0 |
| Benjamin White | ||||||||
| Taco Inc 1160 Cranston Street | Cranston | RI | 02920 | Board Member | 2.00 | $0 | $0 | $0 |
| Nelson Rego | ||||||||
| Taco Inc 1160 Cranston Street | Cranston | RI | 02920 | Board Member | 2.00 | $0 | $0 | $0 |
| Latdavorn Bonilla | ||||||||
| Taco Inc 1160 Cranston Street | Cranston | RI | 02920 | Secretary | 5.00 | $0 | $0 | $0 |
| Irv Schneider | ||||||||
| Taco Inc 1160 Cranston Street | Cranston | RI | 02920 | Board Member | 2.00 | $0 | $0 | $0 |
| David Gilden | ||||||||
| Taco Inc 1160 Cranston Street | Cranston | RI | 02020 | Board Member | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marjorie Houston | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Taco 1120 Cranston Street | AddressLine1Txt |
| City | Cranston | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Professional Service | ServiceTypeTxt |
| Compensation | $96,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Fund local non-profit organizations working toward significant social, cultural and educational goals in Rhode Island and New England | Description1Txt |
| Expenses1 | $523,700 | 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 | $1,750,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,775,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,775,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,625 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,748,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,812 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,812 | TotalTaxAmt |
| Distributable Before Adj | $84,607 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,607 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,607 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $610,696 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $610,696 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $610,696 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,607 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $867,406 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $531,211 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $961,586 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $822,959 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $727,830 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,910,992 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $610,696 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,607 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $526,089 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,437,081 | 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 | $867,406 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,569,675 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $531,211 | ExcessFromYear4Amt |
| Excess From Year3 | $961,586 | ExcessFromYear3Amt |
| Excess From Year2 | $822,959 | ExcessFromYear2Amt |
| Excess From Year1 | $727,830 | ExcessFromYear1Amt |
| Excess From Current Year | $526,089 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Marjorie Houston | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Taco 1160 Cranston Street | AddressLine1Txt |
| City | Cranston | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4019428000 | RecipientPhoneNum |
| Recipient Email Address | marjorieah47@gmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | See guidelines on the website, http://www.thewhitefamilyfoundation.com/guidelines/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Please refer to the Foundation website, http://www.thewhitefamilyfoundation.com/guidelines/ | SubmissionDeadlinesTxt |
| Restrictions On Awards | Please refer to the website, http://www.thewhitefamilyfoundation.com/guidelines/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Providence Performing Arts Center | ||||||
| 220 Weybosset Street | Providence | RI | 02903 | PC | arts | $200,000 |
| RI Philharmonic Orchestra | ||||||
| 667 Waterman Avenue | East Providence | RI | 02914 | PC | arts | $75,000 |
| St Andrews School | ||||||
| 63 Federal Rd | Barrington | RI | 02806 | PC | arts | $15,000 |
| URI Foundation | ||||||
| 79 Upper College Road | Kingston | RI | 02881 | PC | education | $60,000 |
| Wheaton College | ||||||
| Main Street | Norton | MA | 02766 | PC | education | $25,000 |
| AS 220 | ||||||
| 115 Empire Street | Providence | RI | 02903 | PC | arts | $10,000 |
| Bradley Hospital | ||||||
| 1011 Veterans memorial Parkway | Riverside | RI | 01915 | PC | healthcare | $10,000 |
| Community Preparatory School | ||||||
| 135 Prarie Avenue | Providence | RI | 02905 | PC | education | $10,000 |
| The Providence Center | ||||||
| 538 N Main Street | Providence | RI | 02904 | PC | social service | $10,000 |
| Trinity Repertory Company | ||||||
| 201 Washington Street | Providence | RI | 02903 | PC | theatre | $14,000 |
| Other | ||||||
| c/o taco | Cranston | RI | 02920 | PC | various | $94,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $523,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,319 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $107,781 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $153,100 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $153,100 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Taco Inc | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 Cranston Street | AddressLine1Txt |
| City | Cranston | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,691 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal and professional fees | CategoryTxt |
| Amt | $2,746 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,746 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corp bonds | BondNm |
| EOY Book Value | $632,052 | EOYBookValueAmt |
| EOYFMV | $1,018,745 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock | StockNm |
| EOY Book Value | $331,235 | EOYBookValueAmt |
| EOYFMV | $334,881 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Insurance | $2,030 | $0 | $0 | $2,030 |
| Advertising | $620 | $0 | $0 | $620 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | discrepancy in prior year ending investment balance | Desc |
| Amt | $1,332 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $12,497 | Amt |
| Net Investment Income | $12,497 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 2018 estimated tax 4-19 | $1,800 | $0 | $0 | $0 |
| 2018 final tax 11-19 | $1,059 | $0 | $0 | $0 |
| 2019 estimated tax 11-19 | $2,800 | $0 | $0 | $0 |
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