ASHAWAY CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ASHAWAY CHARITABLE TRUST (EIN 05-6003255)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-30
- IRS object ID
- 201840899349100809
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-30T15:35:45-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 056003255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHAWAY CHARITABLE TRUST 1045100263 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BROAD STREET | AddressLine1Txt |
| City | WESTERLY | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE WASHINGTON TRUST COMPANY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Signature | 2018-03-30 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,479,180 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $43,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,354 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,458 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $177,787 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,458 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$528 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$528 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $62,831 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,284 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,427 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,618 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,809 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $812 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $132 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,414 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,925 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,809 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,914 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,925 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,309 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,083 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,359 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,988 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,885 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,885 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $612,667 | CorporateStockBOYAmt |
| Corporate Stock EOY | $610,301 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $993,883 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $478,526 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $453,517 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $458,412 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,110,181 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,090,703 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,479,180 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,110,181 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,090,703 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,110,181 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,090,703 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,110,181 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,090,703 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,110,181 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,083 | ExcessRevenueOverExpensesAmt |
| Other Increases | $262 | OtherIncreasesAmt |
| Subtotal | $1,091,360 | SubtotalAmt |
| Other Decreases | $657 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,090,703 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50. AT&T INC | 2014-09-18 | 2017-03-01 | $2,104 | $1,762 | $342 | $342 | |
| 185. ABBVIE INC | 2017-03-01 | $11,564 | $7,512 | $4,052 | $4,052 | ||
| 23. ANALOG DEVICES INC COM | 2016-05-26 | 2017-03-01 | $1,916 | $1,340 | $576 | $576 | |
| 100. B&G FOODS INC | 2014-09-18 | 2017-03-01 | $4,275 | $2,846 | $1,429 | $1,429 | |
| 5. BLACKROCK INC | 2011-08-31 | 2017-03-01 | $1,992 | $826 | $1,166 | $1,166 | |
| 15. BOEING CO | 2014-11-25 | 2017-03-01 | $2,767 | $2,031 | $736 | $736 | |
| 35. BROADRIDGE FINL SOLUTIONS INC | 2015-04-16 | 2017-03-01 | $2,472 | $1,884 | $588 | $588 | |
| 35. DOW CHEMICAL | 2015-07-27 | 2017-03-01 | $2,222 | $1,596 | $626 | $626 | |
| 220. DUNKIN BRANDS GROUP INC | 2015-04-16 | 2017-08-25 | $11,569 | $10,571 | $998 | $998 | |
| 380. GENERAL ELECTRIC CO | 2017-05-31 | $10,381 | $9,106 | $1,275 | $1,275 | ||
| 25000. GENERAL ELECTRIC CAP CORP 5.625% 09/15/2 | 2008-06-16 | 2017-09-15 | $25,000 | $25,000 | |||
| 100. GENUINE PARTS CO COM | 2017-10-06 | $9,554 | $9,553 | $1 | $1 | ||
| 15. HOME DEPOT INC | 2011-07-08 | 2017-03-01 | $2,203 | $548 | $1,655 | $1,655 | |
| 25000. JOHNSON & JOHNSON 5.55% 08/15/2017 | 2007-08-20 | 2017-08-15 | $25,000 | $25,164 | -$164 | -$164 | |
| 20. KRAFT HEINZ CO | 2015-09-04 | 2017-03-01 | $1,836 | $1,415 | $421 | $421 | |
| 35. MICROCHIP TECHNOLOGY INC COM | 2013-10-01 | 2017-03-01 | $2,561 | $1,394 | $1,167 | $1,167 | |
| 135. OMNICOM GRP INC | 2017-11-17 | $9,315 | $9,417 | -$102 | -$102 | ||
| 20. PNC FINANCIAL CORP | 2014-09-18 | 2017-03-01 | $2,626 | $1,762 | $864 | $864 | |
| 65. RPM INC OHIO COM | 2014-09-18 | 2017-03-01 | $3,539 | $3,088 | $451 | $451 | |
| 25000. TEVA PHARMACEUTICAL FIN IV B V SR NT 3.6 | 2011-11-22 | 2017-08-09 | $25,021 | $24,777 | $244 | $244 | |
| 20. WALGREENS BOOTS ALLIANCE INC | 2016-08-31 | 2017-02-22 | $1,725 | $1,612 | $113 | $113 | |
| 120. WALGREENS BOOTS ALLIANCE INC | 2015-01-15 | 2017-02-22 | $10,349 | $9,066 | $1,283 | $1,283 | |
| 84. WEYERHAEUSER INC | 2017-03-01 | $2,861 | $2,219 | $642 | $642 | ||
| 15. WHIRLPOOL CORP COM | 2015-08-04 | 2017-03-01 | $2,677 | $2,634 | $43 | $43 | |
| 15. ACCENTURE PLC IRELAND SHS | 2014-09-18 | 2017-03-01 | $1,857 | $1,206 | $651 | $651 | |
| CAPITAL GAIN DIVIDENDS | $401 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,458 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,191 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,349,599 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048304 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $68,662 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,357,651 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050574 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $67,929 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,372,683 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049486 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,998 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,315,289 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047136 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $63,810 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,250,366 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051033 | DistributionYr5Rt |
| Total Distribution | 0.246533 | TotalDistributionRt |
| Average Distribution | 0.049307 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,451,911 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $71,589 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $534 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $72,123 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $72,309 | 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 | $534 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $534 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $534 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $146 | OverpaymentAmt |
| Applied To ES Tax | $146 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Washington Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4013481234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BROAD STREET | AddressLine1Txt |
| City | WESTERLY | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2012 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|
| The Washington Trust Company | ||||||
| 23 Broad Street | Westerly | RI | 02891 | Trustee | 1 | $11,427 |
| Pamela Crandall | ||||||
| Avondale Hills | Westerly | RI | 02891 | Officer | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,401,674 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,347 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,474,021 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,474,021 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,451,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,596 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $534 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $534 | TotalTaxAmt |
| Distributable Before Adj | $72,062 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,062 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,062 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,309 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $72,309 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $534 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $71,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,062 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,584 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,309 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,584 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,725 | 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 | $2,337 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Pamela Crandall | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Winward Drive | AddressLine1Txt |
| City | Westerly | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4013481300 | RecipientPhoneNum |
| Form And Info And Materials | Informal letter to Pamela Crandall None None | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None None None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DANA HALL | ||||||||
| PO BOX 9010 | WELLESLEY | MA | 02482 | NONE | PC | OPERATIONS | $1,000 | |
| WESTERLY PUBLIC LIBRARY & WILCOX | ||||||||
| BROAD STREET | WESTERLY | RI | 02891 | NONE | PC | OPERATIONAL | $500 | PARK |
| ST PAUL'S SCHOOL | ||||||||
| 1789 BROAD STREET | CRANSTON | RI | 02905 | NONE | PC | EDUCATIONAL | $500 | |
| SOUTH COUNTY HOME HEALTH | ||||||||
| 100 KENYON AVENUE | WAKEFIELD | RI | 02879 | NONE | PC | OPERATIONS | $1,000 | |
| AUDUBON SOCIETY OF RHODE ISLAND | ||||||||
| 12 SANDERSON ROAD | SMITHFIELD | RI | 02917 | NONE | PC | OPERATIONS | $500 | |
| OCEAN STATE COMMUNITY YMCA | ||||||||
| 95 HIGH STREET | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $10,000 | |
| ASHAWAY FREE LIBRARY | ||||||||
| 15 KNIGHT STREET | ASHAWAY | RI | 02804 | NONE | PC | OPERATIONS | $25,000 | |
| UNITED WAY | ||||||||
| 50 VALLEY STREET | PROVIDENCE | RI | 02909 | NONE | PC | OPERATIONS | $5,000 | |
| MEALS ON WHEELS OF RHODE ISLAND | ||||||||
| 70 BATH STREET | PROVIDENCE | RI | 02908 | NONE | PC | OPERATIONS | $1,000 | |
| SAVE THE BAY | ||||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PC | OPERATIONS | $2,500 | |
| JONNYCAKE CENTER OF WESTERLY | ||||||||
| 23 INDUSTRIAL DRIVE | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $1,000 | |
| WOOD RIVER HEALTH SERVICES | ||||||||
| 823 MAIN STREET | HOPE VALLEY | RI | 02832 | NONE | PC | OPERATIONAL | $500 | |
| LITERACY VOLUNTEERS OF WASHINGTON | ||||||||
| 93 TOWER STREET | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $500 | COUNTY |
| WILDLIFE REHABILITATORS ASSOC | ||||||||
| 240 SHERMANTOWN ROAD | Saunderstown | RI | 028742202 | NONE | PC | OPERATIONS | $500 | OF RHODE ISLAND INC |
| BABCOCK SMITH HOUSE MUSEUM | ||||||||
| 124 GRANITE STREET | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $500 | |
| OCEAN COMMUNITY CHAMBER FOUNDATION | ||||||||
| 1 CHAMBER WAY | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $500 | |
| HOPE VALLEY FIRE DEPARTMENT | ||||||||
| MAIN STREET | HOPE VALLEY | RI | 02832 | NONE | PC | OPERATIONS | $500 | |
| HOPKINTON LAND TRUST | ||||||||
| ONE TOWN HOUSE ROAD | HOPKINTON | RI | 02833 | NONE | PC | OPERATIONS | $1,000 | |
| OAK GROVE CEMETERY ASSOCIATION | ||||||||
| PO BOX 37 | Ashaway | RI | 02804 | NONE | PC | CEMETARY OPERATIONS | $1,000 | |
| CHORUS OF WESTERLY | ||||||||
| HIGH STREET | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $1,000 | |
| CONNECTICUT COLLEGE | ||||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONE | PC | EDUCATIONAL | $1,000 | |
| TRINITY COLLEGE | ||||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | NONE | PC | EDUCATIONAL | $500 | |
| DENISON PEQUOTSEPOS NATURE CENTER | ||||||||
| 109 PEQUOTSEPOS ROAD | MYSTIC | CT | 06355 | NONE | PC | OPERATIONS | $500 | |
| ARTISTS COOPERATIVE GALLERY OF | ||||||||
| HIGH STREET | WESTERLY | RI | 02891 | NONE | PC | OPERATING FUNDS | $500 | WESTERLY |
| INTERNATIONAL TENNIS HALL OF FAME | ||||||||
| 194 BELLEVUE AVENUE | NEWPORT | RI | 02840 | NONE | PC | OPERATIONS | $500 | |
| RI CENTER ASSISTING THOSE IN NEED | ||||||||
| 805 ALTON CAROLINA ROAD | Carolina | RI | 02813 | NONE | PC | OPERATIONS | $1,500 | |
| WOOD-PAWCATUCK WATERSHED ASSOC | ||||||||
| 203 ARCADIA ROAD | HOPE VALLY | RI | 02832 | NONE | PC | OPERATIONS | $500 | |
| WESTERLY LAND TRUST | ||||||||
| 10 HIGH STREET | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $2,000 | |
| ASHAWAY VOLUNTEER FIRE DEPARTMENT | ||||||||
| 213 MAIN STREET | ASHAWAY | RI | 02804 | NONE | PC | OPERATING FUNDS | $500 | |
| WARM CENTER | ||||||||
| 56 SPRUCE STREET | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $1,000 | |
| STAND UP FOR ANIMALS | ||||||||
| 33 LARRY HIRSCH LANE | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $1,000 | |
| RENAISSANCE CITY THEATER | ||||||||
| 1 GRANITE STREET | WESTERLY | RI | 02891 | NONE | PC | OPERATIONS | $500 | |
| HOPE VALLEY AMBULANCE SQUAD | ||||||||
| 5 FAIRVIEW AVENUE | HOPE VALLEY | RI | 02832 | NONE | PC | OPERATIONS | $500 | |
| HOPE HOSPICE & PALLIATIVE CARE | ||||||||
| 1085 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | NONE | PC | PALLIATIVE CARE | $1,000 | |
| NATURE CONSERVANCY | ||||||||
| 159 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | PC | OPERATIONS | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,458 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CHELAN CNTY WA PUB | 14 | -$30 |
| COLUMBUS OH URP GO | 14 | -$141 |
| GOODHUE CNTY MN TA | 14 | -$11 |
| HAVERFORD TWP PA S | 14 | -$191 |
| JOHNSON & JOHNSON | 14 | -$53 |
| MCDONALDS CORP MED | 14 | -$83 |
| NEW YORK NY CITY T | 14 | -$19 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $62,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,831 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,125 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSACTIONS POSTED AFTER PERIOD END | $381 |
| ADJUSTMENT FOR FACTORING & ROUNDING | $276 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CHELAN CNTY WA PUB UTIL DIST TAXABLE 4.1 | -$30 | -$30 |
| COLUMBUS OH URP GO BDS 2011 C TAXABLE 3. | -$141 | -$141 |
| GOODHUE CNTY MN TAXABLE GO CAP IMPT 3.5% | -$11 | -$11 |
| HAVERFORD TWP PA SCH DIST BUILD AMERICA | -$191 | -$191 |
| JOHNSON & JOHNSON 5.55% 08/15/2017 | -$53 | -$53 |
| MCDONALDS CORP MED TERM NT 5.35% 03/01/2 | -$83 | -$83 |
| NEW YORK NY CITY TRANS FUTURE TAX SECURE | -$19 | -$19 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSACTIONS POSTED FOR PRIOR PERIOD | Desc |
| Amt | $262 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $93 | $93 | $0 |
| FEDERAL ESTIMATES - INCOME | $680 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $23 | $23 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $16 | $16 | $0 |