GRACE K AND WESLEY S ALPERT CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GRACE K AND WESLEY S ALPERT CHARITABLE FOUNDATION (EIN 45-6592383)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349102005
- Schema version
- 2018v3.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T10:00:34-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770601437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTIVO MONACELLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 EXCHANGE TERRACE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456592383 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACE K AND WESLEY S ALPERT CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAC | BusinessNameControlTxt |
| Phone | 4014559800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CHAPEL VIEW BLVD NO 220 | AddressLine1Txt |
| City | CRANSTON | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN G PASTER | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 4014559800 | PhoneNum |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HELDER M MEDEIROS CPA MST | PreparerPersonNm |
| PTIN | P00033534 | PTIN |
| Phone | 4012737600 | PhoneNum |
| Preparation | 2019-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 142.147.8.47 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 14:59:36 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 023ECD04D1C5BCA1EB33A223890453F966DB328D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E6324442DBE211A87A7AF8754230D4A6483C46B4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $132,943 | 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 | $1,400,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,074 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,074 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,974 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $238,286 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,974 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,416,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,048 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,406 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,406 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,478 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,478 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,384 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,634 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,919,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,919,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,015,134 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,634 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,964,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$599,086 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $382,955 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,572 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,572 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $321,560 | CorporateStockBOYAmt |
| Corporate Stock EOY | $90,881 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $118,371 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $704,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,453 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $132,943 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $704,515 | UnrestrictedBOYAmt |
| Unrestricted EOY | $105,453 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $704,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $105,453 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $704,515 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,453 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $704,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$599,086 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24 | OtherIncreasesAmt |
| Subtotal | $105,453 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $105,453 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $35,130 | $27,360 | $7,770 | $7,770 |
| CAPITAL GAIN DISTRIBUTION | $4 | $4 | $4 | |
| PUBLICLY TRADED SECURITIES | $203,152 | $202,952 | $200 | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,974 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,873,432 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,056,140 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.720692 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,569,918 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,179,843 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.330616 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $475,935 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $950,271 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.500841 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $521,355 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $951,229 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.548086 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,525 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $706,459 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033300 | DistributionYr5Rt |
| Total Distribution | 5.133535 | TotalDistributionRt |
| Average Distribution | 1.026707 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $519,947 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $533,833 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $533,833 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,964,500 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,096 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,096 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,096 | OverpaymentAmt |
| Applied To ES Tax | $3,096 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4014559800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CHAPEL VIEW BLVD SUITE 220 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BENJAMIN G PASTER | ||||||||
| 1000 CHAPEL VIEW BLVD STE 220 | CRANSTON | RI | 02920 | CO-TRUSTEE | 12.00 | $0 | $0 | $0 |
| NICOLE CAMPBELL | ||||||||
| 1009 PERSIFER STREET | FOLSOM | CA | 95815 | CO-TRUSTEE | 15.00 | $75,000 | $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 | $191,536 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $336,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $527,865 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $527,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,918 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $519,947 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,997 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,997 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $25,997 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,997 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,997 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,964,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,964,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,964,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,997 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $475,284 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $428,601 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,510,926 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,824,505 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,239,316 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,964,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,997 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,938,503 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,177,819 | 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 | $7,177,819 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $475,284 | ExcessFromYear4Amt |
| Excess From Year3 | $428,601 | ExcessFromYear3Amt |
| Excess From Year2 | $1,510,926 | ExcessFromYear2Amt |
| Excess From Year1 | $2,824,505 | ExcessFromYear1Amt |
| Excess From Current Year | $1,938,503 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOPTION RHODE ISLAND | |||||||
| 2 BRADFORD STREET | PROVIDENCE | RI | 02903 | NONE | PC | CHARITABLE DONATION | $10,000 |
| ANIMAL GUARDIANS OF SOUTH CAROLINA | |||||||
| PO BOX 405 | LITTLE RIVER | SC | 29566 | NONE | PC | RESCUE AND SAFE CARE OF ANIMALS | $5,000 |
| COMMUNITY PREPARATORY SCHOOL | |||||||
| 126 SOMERSET STREET | PROVIDENCE | RI | 02907 | NONE | PC | EDUCATION FOR CULTURALLY AND ECONOMICALLY DIVERSE STUDENTS | $5,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | CARE TO CHILDREN AND ADULTS WITH CANCER | $5,000 |
| EDGEWOOD SAILING SCHOOL | |||||||
| PO BOX 25641 | CRANSTON | RI | 02905 | NONE | PC | SAFETY OF STUDENT SAILORS | $10,000 |
| GAMBA FAMILY FARM AND SANCTUARY | |||||||
| 197 PERRYVILLE ROAD | REHOBOTH | MA | 02769 | NONE | PC | RESCUE HORSES AND ANIMALS | $5,000 |
| JEWISH COLLABORATIVE SERVICES OF RI | |||||||
| 1165 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | NONE | PC | HELP PEOPLE OF ALL RELIGIONS NAVIGATE SOCIAL SERVICES | $515,000 |
| RHODE ISLAND FOUNDATION | |||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | NONE | PC | MEETING THE NEEDS OF THE PEOPLE OF RI | $1,143,550 |
| SOUTH COUNTY CENTER FOR THE ARTS | |||||||
| 3481 KINGSTOWN ROAD | WEST KINGSTON | RI | 02892 | NONE | PC | ORGANIZE, DEVELOPE AND PROMOTE PERFORMING ARTS | $5,000 |
| ST VARTANANTZ ARMENIAN APOSTOLIC CHURCH | |||||||
| 402 BROADWAY | PROVIDENCE | RI | 02909 | NONE | PC | COMMUNITY SERVICES | $5,000 |
| TEAM NOAH FOUNDATION | |||||||
| 102 POPES ISLAND | NEW BEDFORD | MA | 02740 | NONE | PC | HELPING CHILDREN AND FAMILIES WITH SPECIAL NEEDS | $25,000 |
| THE FOGARTY CENTER | |||||||
| 310 MAPLE AVENUE 102 | BARRINGTON | RI | 02806 | NONE | PC | EMPOWER PEOPLE TO IMPROVE THE QUALITY OF THEIR LIVES | $5,000 |
| THE JIMMY FUND | |||||||
| 10 BROOKLINE PL | BROOKLINE | MA | 02445 | NONE | PC | SUPPORTS THE FIGHT AGAINST CANCER | $5,000 |
| THE TOMORROW FUND | |||||||
| 593 EDDY STREET | PROVIDENCE | RI | 02903 | NONE | PC | SUPPORT FOR CHILDREN WITH CANCER AND THEIR FAMILIES | $50,000 |
| ADOLESCENT CONSULTATION SERVICES INC | |||||||
| 189 CAMBRIDGE ST | CAMBRIDGE | MA | 02141 | NONE | PC | PROVIDES JUVENILE COURT CLINIC SERVICES | $5,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PC | PROVIDE CARE AND RESEARCH TOWARDS ALZHEIMER'S | $100 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | TO IMPROVE THE CARDIOVASCULAR HEALTH OF ALL AMERICANS THROUGH RESEARCH AND EDUCATION | $10,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | PROVIDING LIFESAVING MEDICAL HUMANITARIAN CARE | $100 |
| DOWNTOWN COMMUNITY TELEVISION CENTER | |||||||
| 87 LAFAYETTE ST 2ND FLOOR | NEW YORK | NY | 10013 | NONE | PC | PROVIDE PROFESSIONAL DOCUMENTARY TRAINING AND PRODUCTION TO UNDERSERVED POPULATIONS | $5,000 |
| LEO A SAVOIE ELEMENTARY SCHOOL PTA | |||||||
| 990 MENDON RD | WOONSOCKET | RI | 02895 | NONE | PC | EDUCATION | $10,000 |
| MCAULEY MINISTRIES CORPORATION | |||||||
| 622 ELMWOOD AVE | PROVIDENCE | RI | 02907 | NONE | PC | PROVIDING A HEALING AND COMPASSIONATE PRESENCE TO THE COMMUNITY AND THOSE IN NEED | $50,000 |
| MD ANDERSON CANCER CENTER | |||||||
| 7007 BERTNER AVE STE 10 | HOUSTON | TX | 77030 | NONE | PC | INTEGRADES PATIENT CARE, RESEARCH, AND EDUCATION TO ELIMINATE CANCER. | $500 |
| NEWBURGH ROWING CLUB INC | |||||||
| PO BOX 227 | NEWBURGH | NY | 12551 | NONE | PC | TO TEACH, AND EDUCATE ROWING ON THE HUDSON FOR THE GENERAL PUBLIC | $10,000 |
| RHODE ISLAND RESCUE MINISTRIES | |||||||
| 627 CRANSTON ST | PROVIDENCE | RI | 02907 | NONE | PC | NON DENOMINATIONAL CHRISTIAN MINISTRY THAT SERVCES THE POOR AND HOMELESS | $5,000 |
| SOUTHEASTERN GUIDE DOGS INC | |||||||
| 4210 77TH STREET EAST | PALMETTO | FL | 34221 | NONE | PC | CREATING AND NURTURING EXTRAODINARY PARTNERSHIPS BETWEEN PEOPLE AND DOGS | $100 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | TO FIND CURES AND MEANS OF CHILDHOOD DISEASES THROUGH RESEARCH AND TREATMENT | $200 |
| TIDEWELL HOSPICE INC | |||||||
| 5955 RAND BLVD | SARASOTA | FL | 34238 | NONE | PC | PROVIDING CARE, COMFORT, AND COMPASSION TO PATIENTS LIVING WITH ADVANCED ILLNESS AND THEIR FAMILIES | $150 |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | TO HONOR AND EMPOWER WOUNDED WARRIORS | $50 |
| YAD EZRA V'SHULAMIT | |||||||
| 3470 WILSHIRE BLVD SUITE 1020 | LOS ANGELES | CA | 90010 | NONE | PC | FIGHTING POVERTY IN ISRAEL, ASSISTING THOSE IN NEED. | $5,000 |
| YEAR UP | |||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | NONE | PC | PROVIDING YOUNG ADULTS WITH SKILLS, AND SUPPORT TO EMPOWER THEM TO REACH THEIR FULL POTENTIAL | $10,000 |
| ST THOMAS REGIONAL - PROVIDENCE | |||||||
| 65 FRUIT HILL AVE | PROVIDENCE | RI | 02909 | NONE | PC | EDUCATING STUDENTS TO GROWN AS A WELL-RESPONSIBLE CARING CHRISTIAN WITNESS IN THE COMMUNITY | $5,000 |
| HENRY C LORD SCHOLARSHIP FUND TRUST | |||||||
| ONE CITIZENS BANK WAY JCB115 | JOHNSTON | RI | 02919 | NONE | PC | SCHOLARSHIPS AND STUDENT AID | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,919,750 | 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 | $8,074 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,974 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,048 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,048 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WESLEY S ALPERT TRUST | ||||||
| 1 | 1000 CHAPEL VIEW BLVD 220 | CRANSTON | RI | 02920 | $200,000 | Yes (X) |
| GRACE K ALPERT MARITAL TRUST | ||||||
| 2 | 1000 CHAPEL VIEW BLVD 220 | CRANSTON | RI | 02920 | $1,200,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $14,500 | Amt |
| Net Investment Income | $7,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,250 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-A, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | ALL DISTRIBUTIONS TO DONOR ADVISED FUNDS HAVE BEEN TREATED AS QUALIFYING DISTRIBUTIONS AS THEY MEET THE PASS-THROUGH EXCEPTION. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - SEE ATTACHED | StockNm |
| EOY Book Value | $90,881 | EOYBookValueAmt |
| EOYFMV | $118,371 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $24 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,406 | Amt |
| Net Investment Income | $1,406 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| WESLEY S ALPERT NOMINEE TRUST | |||
| 1000 CHAPEL VIEW BLVD 220 | CRANSTON | RI | 02920 |
| GRACE K ALPERT MARITAL TRUST | |||
| 1000 CHAPEL VIEW BLVD 220 | CRANSTON | RI | 02920 |
| WESLEY S ALPERT ESTATE | |||
| 1000 CHAPEL VIEW BLVD 220 | CRANSTON | RI | 02920 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $78 | $78 | $0 | $0 |
| FEDERAL TAXES PAID | $4,400 | $4,400 | $0 | $0 |
Comments