THE WHITE FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE WHITE FAMILY FOUNDATION (EIN 05-0509502)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-08
- IRS object ID
- 201613139349100231
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-08T12:11:35-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-10-20 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD STREITFELD | PreparerPersonNm |
| Phone | 4012230205 | PhoneNum |
| Preparation | 2016-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,013,194 | 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 | $520,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $47,351 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,351 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $16,538 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $567,351 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,889 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $851 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $851 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,887 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,887 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,887 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,073 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,073 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,811 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,811 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $512,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $512,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $531,211 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $531,211 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,002 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,205 | CashBOYAmt |
| Cash EOY | $3,841 | CashEOYAmt |
| Cash EOYFMV | $3,841 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,151 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,151 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $939,359 | CorporateStockBOYAmt |
| Corporate Stock EOY | $972,591 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,124,518 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $706,362 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $722,221 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $713,034 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $104,650 | OtherAssetsBOYAmt |
| Other Assets EOY | $104,650 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $104,650 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,817,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,870,454 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,013,194 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,817,776 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,870,454 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,817,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,870,454 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,817,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,870,454 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,817,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,140 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,538 | OtherIncreasesAmt |
| Subtotal | $1,870,454 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,870,454 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LONG TERM CAPITAL GAINS | P | 2010-12-01 | 2015-12-01 | $272,057 | $0 | $260,456 | $11,601 | $0 | $0 | $0 | $11,601 |
| SHORT TERM CAPITAL GAINS | P | 2014-12-01 | 2015-11-01 | $91,735 | $0 | $97,993 | -$6,258 | $0 | $0 | $0 | -$6,258 |
| LT CAPITAL GAINS DISTRIBUTIONS | P | 2010-12-01 | 2015-12-01 | $10,357 | $0 | $0 | $10,357 | $0 | $0 | $0 | $10,357 |
| ST CAPITAL GAINS DISTRIBUTIONS | P | 2014-12-01 | 2015-11-01 | $838 | $0 | $0 | $838 | $0 | $0 | $0 | $838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,538 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,420 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $866,477 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,663,479 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.520882 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $425,195 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,442,579 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.294746 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,164,778 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,058,875 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.100015 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $604,629 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $513,677 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.177061 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $411,992 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $513,650 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.802087 | DistributionYr5Rt |
| Total Distribution | 3.894791 | TotalDistributionRt |
| Average Distribution | 0.778958 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,638,527 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,276,344 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $510 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,276,854 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $531,211 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,020 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,020 | SubtotalAmt |
| Tax Based On Investment Income | $1,020 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $1,043 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | 4.00 | $0 | $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 | $512,400 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,663,479 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,663,479 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,663,479 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,952 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,638,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,020 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,020 | TotalTaxAmt |
| Distributable Before Adj | $80,906 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $80,906 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $80,906 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $531,211 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $531,211 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $531,211 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,906 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $411,992 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $604,629 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,086,710 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $425,902 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $867,406 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,396,639 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $531,211 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $531,211 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,927,850 | TotalCorpusAmt |
| Undistributed Income CY | $80,906 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $411,992 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,515,858 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $604,629 | ExcessFromYear4Amt |
| Excess From Year3 | $1,086,710 | ExcessFromYear3Amt |
| Excess From Year2 | $425,902 | ExcessFromYear2Amt |
| Excess From Year1 | $867,406 | ExcessFromYear1Amt |
| Excess From Current Year | $531,211 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Community Preparatory School | ||||||
| 126 Somerset Street | Providence | RI | 02907 | 501c3 | Education | $15,800 |
| 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 |
| Project Goal | ||||||
| 79 Savoy Street | Providence | RI | 02906 | 501 c 3 | Sports, Youth, Education | $12,500 |
| Providence Performing Arts Center | ||||||
| 220 Weybosset Street | Kingston | RI | 02903 | 501 c3 | culture | $250,000 |
| RI Free Clinic | ||||||
| 655 Broad Street | Providence | RI | 02907 | 501 c 3 | Health | $11,000 |
| St Andrews School | ||||||
| 63 Federal Road | Barrington | RI | 02806 | 501 c3 | Education | $20,000 |
| Trinity Repertory Company | ||||||
| 201 Washington Street | Providence | RI | 02903 | 501 c3 | arts | $25,000 |
| 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 | $58,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $512,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,351 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,351 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,351 | 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 | $520,000 | 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 | $851 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Per statement | BondNm |
| EOY Book Value | $722,221 | EOYBookValueAmt |
| EOYFMV | $713,034 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Per statement | $947,085 | $1,099,012 |
| Plus "income cash" not allocated to cost at y/e | $21,762 | $21,762 |
| to balance | $3,744 | $3,744 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Memorial book/1150 books at $91 each | Desc |
| BOY Book Value | $104,650 | BOYBookValueAmt |
| EOY Book Value | $104,650 | EOYBookValueAmt |
| EOYFMV | $104,650 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Memorial book/1150 books at $91 each | Desc |
| BOY Book Value | $104,650 | BOYBookValueAmt |
| EOY Book Value | $104,650 | EOYBookValueAmt |
| EOYFMV | $104,650 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Memorial book/1150 books at $91 each | Desc |
| BOY Book Value | $104,650 | BOYBookValueAmt |
| EOY Book Value | $104,650 | EOYBookValueAmt |
| EOYFMV | $104,650 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| printing//mem books | ||
| Advertising and promotion | $3,010 | $3,010 |
| bank fees | $93 | $93 |
| insurance | $1,970 | $1,970 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS | Desc |
| Amt | $16,538 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Wash Trust Fiduciary fees | CategoryTxt |
| Amt | $12,887 | Amt |
| Net Investment Income | $12,887 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,887 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | from reg acct | CategoryTxt |
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