THE WHITE FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE WHITE FAMILY FOUNDATION (EIN 05-0509502)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2018-01-13
- IRS object ID
- 201800139349100300
- Schema version
- 2016v3.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-13T07:32:45-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 ST | AddressLine1Txt |
| City | CRANSTON | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029054130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | c/o Taco Inc 1120 Cranston Street | AddressLine1Txt |
| City | Cranston | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENN GRAHAM | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4019428000 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICH STREITFELD | PreparerPersonNm |
| Phone | 4012230205 | PhoneNum |
| Preparation | 2018-01-13 | PreparationDt |
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 | 2018-01-13 | IPDt |
| IP Tm | 07:32:32 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| At Submission Creation Device Id | 9863E43C64226BA8C3A0651916F7711A0D10725A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9863E43C64226BA8C3A0651916F7711A0D10725A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,052,201 | 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 | $892,700 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $52,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,173 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$25,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $438,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $919,774 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,173 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $7,213 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $7,213 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $683 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $683 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $110,135 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,935 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $110,135 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,143 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $158,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $108,105 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $278,279 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,935 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $226,136 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $735,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $735,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,013,729 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,935 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $961,586 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,238 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,841 | CashBOYAmt |
| Cash EOY | $6,138 | CashEOYAmt |
| Cash EOYFMV | $6,138 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,151 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $127,422 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $127,422 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $972,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $954,835 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,228,529 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $722,221 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $688,104 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $690,112 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $104,650 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,870,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,776,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,052,201 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,870,454 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,776,499 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,870,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,776,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,870,454 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,776,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,870,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,955 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,776,499 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,776,499 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LT CAP GAINS | P | 2010-12-01 | 2016-12-31 | $347,878 | $0 | $369,490 | -$21,612 | $0 | $0 | $0 | -$21,612 |
| ST CAP GAINS | P | 2016-12-01 | 2016-12-31 | $90,267 | $0 | $93,754 | -$3,487 | $0 | $0 | $0 | -$3,487 |
| LT CAP GAINS WORKSHEET PAGE 181 | P | 2010-12-01 | 2016-12-31 | $3,819 | $0 | $0 | $3,819 | $0 | $0 | $0 | $3,819 |
| ST CAP GAINS WORKSHEET PAGE 180 | P | 2016-12-01 | 2016-12-31 | $127 | $0 | $0 | $127 | $0 | $0 | $0 | $127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$21,153 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,360 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $531,211 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,638,527 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.324200 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $866,477 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,663,479 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.520882 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $425,195 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,442,579 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.294746 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,164,778 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,058,875 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.100015 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $604,629 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $513,677 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.177061 | DistributionYr5Rt |
| Total Distribution | 3.416904 | TotalDistributionRt |
| Average Distribution | 0.683381 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,875,453 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,281,649 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $382 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,282,031 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $961,586 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $765 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $765 | SubtotalAmt |
| Tax Based On Investment Income | $765 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,100 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,100 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $327 | OverpaymentAmt |
| Applied To ES Tax | $327 | AppliedToESTaxAmt |
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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.thewhitefamilyfoundation.com | WebsiteAddressTxt |
| Individual With Books | GLENN GRAHAM | IndividualWithBooksNm |
| Phone | 4019428000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 Cranston St | AddressLine1Txt |
| City | Cranston | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02920 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN HAZEN WHITE JR | ||||||||
| Taco Inc | Cranston | RI | 02920 | Board Member | 3.00 | $0 | $0 | $0 |
| DAVID GILDEN | ||||||||
| Taco Inc1160b Cranston St | Cranston | RI | 02920 | Board member | 2.00 | $0 | $0 | $0 |
| GLENN GRAHAM | ||||||||
| Taco Inc | Cranston | RI | 02920 | Treasurer | 3.00 | $0 | $0 | $0 |
| MARJORIE HOUSTON | ||||||||
| Taco Inc | Cranston | RI | 02920 | President | 20.00 | $96,000 | $0 | $0 |
| LATAVORN BONILLA | ||||||||
| Taco Inc | Cranston | RI | 02920 | Secretary | 2.00 | $0 | $0 | $0 |
| BENJAMIN WHITE | ||||||||
| Taco Inc | Cranston | RI | 02920 | Board Member | 1.00 | $0 | $0 | $0 |
| IRVING SCHNEIDER | ||||||||
| Taco Inc | Cranston | RI | 02920 | Board Member | 1.00 | $0 | $0 | $0 |
| JOHN WHITE III | ||||||||
| Taco Inc | Cranston | RI | 02920 | Board member | 1.00 | $0 | $0 | $0 |
| CHRISTY FUSI | ||||||||
| Taco Inc | Cranston | RI | 02920 | Board Member | 1.00 | $0 | $0 | $0 |
| NELSON REGO | ||||||||
| Taco Inc | Cranston | RI | 02920 | Board member | 1.00 | $0 | $0 | $0 |
| ELIZABETH WHITE | ||||||||
| Taco Inc | Cranston | RI | 02920 | Board member | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Fund local non-profit organizations working toward significantsocial and cultural and educational goals in Rhode Island and New England | Description1Txt |
| Expenses1 | $907,118 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,904,013 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,904,013 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,904,013 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,560 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,875,453 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,773 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,773 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $765 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $765 | TotalTaxAmt |
| Distributable Before Adj | $93,008 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $93,008 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $93,008 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $961,586 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $961,586 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $961,586 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,008 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $80,906 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $604,629 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,086,710 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $425,902 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $867,406 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $531,211 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,515,858 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $961,586 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $961,586 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,477,444 | TotalCorpusAmt |
| Taxable2 | $80,906 | Taxable2Amt |
| Undistributed Income CY | $93,008 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $604,629 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,872,815 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,086,710 | ExcessFromYear4Amt |
| Excess From Year3 | $425,902 | ExcessFromYear3Amt |
| Excess From Year2 | $867,406 | ExcessFromYear2Amt |
| Excess From Year1 | $531,211 | ExcessFromYear1Amt |
| Excess From Current Year | $961,586 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| GLENN GRAHAM | |||||||
| Taco Inc 1120 Cranston Street | Cranston RI | RI | 02920 | 4019428000 | DESCRIPTION OF PURPOSE OF THE GRANT | THERE ARE NO SPECIFIC SUBMISSION DEADLINES BUT GUIDELINES ARE LISTED ON THE COMPANY WEBSITE, WWW.THE | SEE MISCELLANEOUS STATEMENT |
| GLENN GRAHAM TACO INC | |||||||
| 1120 Cranston Street | Cranston | RI | 02920 | 4019428000 | COPY OF 501(C)(3) TAX EXEMPTION LETTER FROM IRS | ||
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AS 220 | ||||||
| Empire Street | Providence | RI | 02903 | 501 c 3 | Arts | $10,000 |
| Bradley Hospital Foundation | ||||||
| 1011 Veterans Mem Pkwy | Riverside | RI | 02915 | 501 c 3 | Health | $18,750 |
| Community Preparatory School | ||||||
| 126 Somerset Street | Providence | RI | 02907 | 501c3 | Education | $25,000 |
| FirstWorks Providence | ||||||
| 270 Westminster Street | Providence | RI | 02903 | 501 c3 | Culture | $15,000 |
| House of Hope | ||||||
| PO Box 1224 | North Kingstown | RI | 02852 | 501 c3 | Recovery | $5,000 |
| Mystic Aquarium | ||||||
| 55 Coogan Blvd | Mystic | CT | 06355 | 501 c3 | Museum | $10,000 |
| Project Goal | ||||||
| 79 Savoy Street | Providence | RI | 02906 | 501 c 3 | Sports, Youth, Education | $5,000 |
| Providence Center | ||||||
| 528 N Main Street | Providence | RI | 02906 | 501 c3 | Social service | $10,000 |
| Providence Performing Arts Center | ||||||
| 220 Weybosset Street | Kingston | RI | 02903 | 501 c3 | culture | $200,000 |
| RI Free Clinic | ||||||
| 655 Broad Street | Providence | RI | 02907 | 501 c 3 | Health | $15,000 |
| ST Andrews School | ||||||
| 63 Federal Road | Barrington | RI | 02806 | 501 c3 | Education | $20,000 |
| St Marys Home for Children | ||||||
| 420 Fruit Hill Ave | North Providence | RI | 02911 | 501c3 | Youth service | $10,000 |
| Trinity Repertory Company | ||||||
| 201 Washington Street | Providence | RI | 02903 | 501 c3 | arts | $25,000 |
| URI Foundation | ||||||
| 79 Upper College Road | Kingston | RI | 02881 | 501 c3 | education | $160,000 |
| Wheaton College | ||||||
| 26 East Main Street | Norton | MA | 02766 | 501 c 3 | science center | $100,000 |
| Various others | ||||||
| Various | Providence | RI | 02903 | 501 c 3 | various | $106,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $735,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,173 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$25,099 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,074 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,074 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
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 | 1120 Cranston Street | AddressLine1Txt |
| City | Cranston | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $892,700 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ALSD accounting | CategoryTxt |
| Amt | $683 | Amt |
| Disbursements Charitable Prps | $683 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| Securities | 2010-12 | 2016-12 | $347,878 | $369,490 | -$21,612 |
| Securities | 2016-12 | 2016-12 | $90,267 | $93,754 | -$3,487 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Per statement | BondNm |
| EOY Book Value | $688,104 | EOYBookValueAmt |
| EOYFMV | $690,112 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Per statement | $932,390 | $1,206,084 |
| to balance | $22,445 | $22,445 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Memorial book | Desc |
| BOY Book Value | $104,650 | BOYBookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Memorial book | Desc |
| BOY Book Value | $104,650 | BOYBookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Memorial book | Desc |
| BOY Book Value | $104,650 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| printing//mem books | $104,650 | $104,650 |
| bank fees | $15 | $15 |
| insurance | $3,440 | $3,440 |
| Non-deductible expenses | $50,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Wash Trust Fiduciary fees | $13,935 | $13,935 | $13,935 |
| Consultants Consulting services | $96,200 | $96,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| estimated | $1,100 |
| balance due FY 15 | $1,043 |
Comments