1772 FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- 1772 FOUNDATION INC (EIN 22-2578377)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-30
- IRS object ID
- 201601829349100400
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-30T07:51:14-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222038419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESHNER FRANCHINO & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 CATTANO AVENUE | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079606839 | 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 | 222578377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1772 FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 1772 | BusinessNameControlTxt |
| Phone | 4018471772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 449 THAMES STREET SUITE 301C | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | B DANFORTH ELY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4018471772 | PhoneNum |
| Signature | 2016-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN M DELARGY | PreparerPersonNm |
| PTIN | P00180053 | PTIN |
| Phone | 9735391800 | PhoneNum |
| Preparation | 2016-06-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $78,459,517 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $138,318 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $138,318 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,623,130 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,623,130 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,580,835 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,621,656 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,580,835 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $633 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $633 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,342,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,342,916 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $386,650 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $115,995 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $270,655 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $44,994 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,498 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $31,496 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $47,225 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $14,167 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $33,058 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,422 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,211 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,211 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,998 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,997 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $253,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $252,568 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,182 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,768 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $460 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $460 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $7,700 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,850 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,850 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $55,219 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $16,565 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $38,654 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,743 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $5,743 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,551 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,652 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,899 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $917,477 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $455,964 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $422,745 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,889,990 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,714,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,807,467 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $455,964 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,137,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$464,551 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,886,952 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $834,701 | CashBOYAmt |
| Cash EOY | $645,080 | CashEOYAmt |
| Cash EOYFMV | $645,080 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,749,704 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,164,256 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,164,256 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $95,390 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $34,012 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $34,012 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $11,121,651 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,257,682 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,433,501 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,209,999 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,219,999 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,225,318 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $1,968 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,851 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $2,112 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $50,471,290 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $49,489,929 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,819,638 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,688 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,688 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $460 | LandBOYAmt |
| Other Assets BOY | $830,653 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,135,600 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,135,600 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $75,315,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,948,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,459,517 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $77,784 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $68,628 | AccountsPayableEOYAmt |
| Grants Payable EOY | $175,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $118,700 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $196,484 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $293,628 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $75,119,332 | RetainedEarningBOYAmt |
| Retained Earning EOY | $74,654,781 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,119,332 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,654,781 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,315,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,948,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,119,332 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$464,551 | ExcessRevenueOverExpensesAmt |
| Subtotal | $74,654,781 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $74,654,781 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (194 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALEXANDER & BALDWIN INC-3180 | P | 2013-07-29 | 2015-11-16 | $113,961 | $137,638 | -$23,677 | -$23,677 |
| GNMA PASS-THRU SNGL FAM-10 | P | 1998-10-22 | 2015-08-17 | $10 | $10 | ||
| DANAHER CORP-600 | P | 2011-08-22 | 2015-05-04 | $49,721 | $24,739 | $24,982 | $24,982 |
| PRICE T ROWE GRP INC-5500 | P | 2014-08-12 | 2015-05-04 | $449,673 | $432,484 | $17,189 | $17,189 |
| WILLIAMS SONOMA INC-600 | P | 2012-01-25 | 2015-05-04 | $45,382 | $20,633 | $24,749 | $24,749 |
| DFA EMERG MKT CORE EQ-7869.885 | P | 2009-10-23 | 2015-02-11 | $149,970 | $138,846 | $11,124 | $11,124 |
| BLACKROCK STRAT INC OPPTY-74701.195 | P | 2014-07-01 | 2015-08-17 | $749,970 | $774,662 | -$24,692 | -$24,692 |
| BCE INC-160 | P | 2013-02-11 | 2015-06-02 | $7,049 | $7,055 | -$6 | -$6 |
| CORNING INC-160 | P | 2014-12-17 | 2015-06-02 | $3,335 | $3,360 | -$25 | -$25 |
| GENUINE PARTS CO-125 | P | 2012-01-23 | 2015-02-12 | $12,035 | $8,019 | $4,016 | $4,016 |
| JOHNSON & JOHNSON-190 | P | 2012-01-23 | 2015-02-12 | $19,004 | $12,380 | $6,624 | $6,624 |
| MICROSOFT CORP-201 | P | 2011-03-28 | 2015-02-12 | $8,595 | $5,155 | $3,440 | $3,440 |
| ROYAL DUTCH PETE-90 | P | 2012-01-23 | 2015-06-02 | $5,419 | $6,709 | -$1,290 | -$1,290 |
| ANALOG DEVICES INC-5405 | P | 2015-10-14 | 2015-12-31 | $307,658 | $330,795 | -$23,137 | -$23,137 |
| GNMA PASS-THRU SNGL FAM-10 | P | 1998-10-22 | 2015-09-15 | $10 | $10 | ||
| DISNEY WALT CO-30 | P | 2012-11-21 | 2015-05-04 | $33,332 | $14,620 | $18,712 | $18,712 |
| PROTHENA CORP-900 | P | 2014-05-05 | 2015-05-04 | $30,442 | $19,320 | $11,122 | $11,122 |
| ABLEMARLE CORP-2161 | P | 2015-01-13 | 2015-12-31 | $117,673 | $128,284 | -$10,611 | -$10,611 |
| DFA INTL SMALL CO PORT-16025.641 | P | 2015-02-11 | $274,970 | $195,473 | $79,497 | $79,497 | |
| DOUBLELINE TOT RET BND-137236.962 | P | 2010-06-09 | 2015-08-17 | $1,499,970 | $1,447,878 | $52,092 | $52,092 |
| BCE INC-110 | P | 2014-03-26 | 2015-06-02 | $4,846 | $4,670 | $176 | $176 |
| DIAGEO ORD-95 | P | 2012-01-23 | 2015-02-12 | $10,917 | $8,176 | $2,741 | $2,741 |
| GENUINE PARTS CO-105 | P | 2012-01-23 | 2015-06-02 | $9,472 | $6,736 | $2,736 | $2,736 |
| JOHNSON & JOHNSON-130 | P | 2012-01-23 | 2015-06-02 | $13,015 | $8,470 | $4,545 | $4,545 |
| MICROSOFT CORP-26 | P | 2011-04-04 | 2015-02-12 | $1,112 | $667 | $445 | $445 |
| ROYAL DUTCH PETE-85 | P | 2013-06-25 | 2015-06-02 | $5,118 | $5,587 | -$469 | -$469 |
| CATERPILLAR INC-2340 | P | 2015-07-31 | 2015-10-01 | $150,462 | $184,073 | -$33,611 | -$33,611 |
| LIBERTY GLOBAL PLC-185 | P | 2014-03-04 | 2015-07-07 | $8,533 | $7,276 | $1,257 | $1,257 |
| EASTMAN CHEM CO-500 | P | 2014-08-06 | 2015-05-04 | $39,655 | $39,646 | $9 | $9 |
| SALESFORCE COM INC-400 | P | 2012-07-03 | 2015-05-04 | $28,877 | $13,956 | $14,921 | $14,921 |
| B&G FOODS INC-4020 | P | 2012-10-31 | 2015-02-19 | $116,184 | $122,583 | -$6,399 | -$6,399 |
| DFA LARGE CAP INTL PORT-23696.682 | P | 2015-02-11 | $499,970 | $506,858 | -$6,888 | -$6,888 | |
| METROPOLITAN WEST TOT RET BND-138376 | P | 2015-08-17 | $1,499,970 | $1,419,571 | $80,399 | $80,399 | |
| BOEING CO-60 | P | 2012-01-23 | 2015-06-02 | $8,610 | $4,538 | $4,072 | $4,072 |
| DIAGEO ORD-85 | P | 2012-01-23 | 2015-06-02 | $9,334 | $7,315 | $2,019 | $2,019 |
| HALYARD HEALTH-23.75 | P | 2012-01-23 | 2015-03-17 | $1,059 | $536 | $523 | $523 |
| JP MORGAN CHASE & CO-260 | P | 2012-03-29 | 2015-02-12 | $15,407 | $11,882 | $3,525 | $3,525 |
| MICROSOFT CORP-55 | P | 2011-04-04 | 2015-06-02 | $2,588 | $1,410 | $1,178 | $1,178 |
| SYMANTEC CORP-525 | P | 2014-03-11 | 2015-02-12 | $13,641 | $10,740 | $2,901 | $2,901 |
| CITIGROUP INC-9900 | P | 2015-07-31 | 2015-10-14 | $500,980 | $579,744 | -$78,764 | -$78,764 |
| MEAD JOHNSON NUTRITION CO-2570 | P | 2014-11-03 | 2015-07-31 | $227,535 | $259,253 | -$31,718 | -$31,718 |
| FACEBOOK INC-300 | P | 2014-01-29 | 2015-05-04 | $23,715 | $16,175 | $7,540 | $7,540 |
| SPLUNK INC-500 | P | 2015-02-19 | 2015-05-04 | $33,569 | $33,380 | $189 | $189 |
| CELANESE CORP-5700 | P | 2009-08-14 | 2015-03-12 | $327,187 | $153,892 | $173,295 | $173,295 |
| DFA REAL EST SEC PORT-2890.173 | P | 2015-02-11 | $99,970 | $88,389 | $11,581 | $11,581 | |
| TCW EMRG MKT INC-19379.845 | P | 2012-06-06 | 2015-08-17 | $149,970 | $164,636 | -$14,666 | -$14,666 |
| CHEVRON CORP-65 | P | 2012-01-23 | 2015-02-12 | $7,177 | $6,939 | $238 | $238 |
| DIAMOND OFFSHORE DRILLING INC-85 | P | 2013-02-05 | 2015-02-12 | $2,907 | $6,241 | -$3,334 | -$3,334 |
| HCP INC-265 | P | 2012-01-23 | 2015-02-12 | $11,283 | $10,870 | $413 | $413 |
| JP MORGAN CHASE & CO-5 | P | 2012-03-29 | 2015-06-02 | $330 | $229 | $101 | $101 |
| MICROSOFT CORP-225 | P | 2012-01-23 | 2015-06-02 | $10,588 | $6,630 | $3,958 | $3,958 |
| SYMANTEC CORP-70 | P | 2014-03-11 | 2015-06-02 | $1,711 | $1,432 | $279 | $279 |
| COPART INC-11600 | P | 2014-08-12 | 2015-10-14 | $399,296 | $390,341 | $8,955 | $8,955 |
| PPG INDS INC-4000 | P | 2012-05-14 | 2015-07-31 | $434,776 | $207,235 | $227,541 | $227,541 |
| GNMA PASS-THRU SNGL FAM-10 | P | 1998-10-22 | 2015-04-15 | $9 | $10 | -$1 | -$1 |
| STARBUCKS CORP-900 | P | 2011-12-08 | 2015-05-04 | $45,335 | $19,438 | $25,897 | $25,897 |
| GNMA PASS-THRU SNGL FAM-10 | P | 1998-10-22 | 2015-01-15 | $10 | $10 | ||
| DFA US LARGE CO-21432.946 | P | 2015-02-11 | $349,970 | $282,215 | $67,755 | $67,755 | |
| DOUBLELINE TOT RET BND-91575.092 | P | 2015-08-18 | $999,970 | $980,538 | $19,432 | $19,432 | |
| CHEVRON CORP-115 | P | 2012-01-23 | 2015-06-02 | $11,819 | $12,278 | -$459 | -$459 |
| DIAMOND OFFSHORE DRILLING INC-130 | P | 2013-06-26 | 2015-02-12 | $4,446 | $8,779 | -$4,333 | -$4,333 |
| HCP INC-165 | P | 2012-01-23 | 2015-06-02 | $6,421 | $6,768 | -$347 | -$347 |
| JP MORGAN CHASE & CO-195 | P | 2014-06-05 | 2015-06-02 | $12,874 | $10,872 | $2,002 | $2,002 |
| NEXTERA ENERGY INC-175 | P | 2012-01-23 | 2015-02-12 | $18,270 | $10,385 | $7,885 | $7,885 |
| SYMANTEC CORP-240 | P | 2014-03-26 | 2015-06-02 | $5,866 | $4,602 | $1,264 | $1,264 |
| GE CQPITAL INTL FDG .0964%-163 | P | 2015-10-26 | 2015-10-27 | $163 | $163 | $163 | |
| PROTHENA CORP-8900 | P | 2014-05-05 | 2015-08-19 | $523,853 | $191,636 | $332,217 | $332,217 |
| GNMA PASS-THRU SNGL FAM-10 | P | 1998-10-22 | 2015-05-15 | $10 | $10 | ||
| STARWOOD PPTY TR INC-1700 | P | 2014-10-20 | 2015-05-04 | $41,186 | $37,837 | $3,349 | $3,349 |
| GNMA PASS-THRU SNGL FAM-10 | P | 1998-10-22 | 2015-02-15 | $10 | $10 | ||
| DFA US SMALL CAP PORT-1610.825 | P | 2006-09-12 | 2015-02-11 | $49,970 | $33,344 | $16,626 | $16,626 |
| 3M COMPANY-110 | P | 2012-01-23 | 2015-02-12 | $18,204 | $9,415 | $8,789 | $8,789 |
| CISCO SYSTEMS INC-670 | P | 2012-09-10 | 2015-02-12 | $19,416 | $12,848 | $6,568 | $6,568 |
| DIAMOND OFFSHORE DRILLING INC-10 | P | 2013-10-30 | 2015-02-12 | $342 | $629 | -$287 | -$287 |
| HCP INC-115 | P | 2014-03-26 | 2015-06-02 | $4,476 | $4,277 | $199 | $199 |
| KIMBERLY-CLARK CORP-100 | P | 2012-01-23 | 2015-02-12 | $10,945 | $7,076 | $3,869 | $3,869 |
| NEXTERA ENERGY INC-115 | P | 2012-01-23 | 2015-06-02 | $11,747 | $6,824 | $4,923 | $4,923 |
| TRAVELERS CO INC-170 | P | 2012-01-23 | 2015-02-12 | $18,350 | $10,301 | $8,049 | $8,049 |
| GNMA PASS-THRU SNGL FAM-10 | P | 1998-10-22 | 2015-10-15 | $10 | $10 | ||
| WHIRLPOOL CORP-2680 | P | 2015-03-12 | 2015-12-31 | $452,856 | $536,302 | -$83,446 | -$83,446 |
| GNMA PASS-THRU SNGL FAM-10 | P | 1998-10-22 | 2015-06-15 | $10 | $10 | ||
| STATE STREET CORP-500 | P | 2012-02-29 | 2015-05-04 | $38,968 | $21,319 | $17,649 | $17,649 |
| GNMA PASS-THRU SNGL FAM-10 | P | 1998-10-22 | 2015-03-15 | $10 | $10 | ||
| FIRST EAGLE GOLD FD-9702.458 | P | 2015-02-11 | $150,000 | $223,486 | -$73,486 | -$73,486 | |
| 3M COMPANY-60 | P | 2012-01-23 | 2015-06-02 | $9,553 | $5,135 | $4,418 | $4,418 |
| CISCO SYSTEMS INC-5 | P | 2013-06-25 | 2015-02-12 | $145 | $122 | $23 | $23 |
| DIAMOND OFFSHORE DRILLING INC-175 | P | 2013-10-30 | 2015-06-02 | $5,523 | $11,001 | -$5,478 | -$5,478 |
| HEALTH CARE REIT INC-190 | P | 2012-01-23 | 2015-02-12 | $14,665 | $10,457 | $4,208 | $4,208 |
| KIMBERLY-CLARK CORP-90 | P | 2012-01-23 | 2015-06-02 | $9,740 | $6,368 | $3,372 | $3,372 |
| PFIZER INC-295 | P | 2014-06-10 | 2015-02-12 | $10,169 | $8,690 | $1,479 | $1,479 |
| TRAVELERS CO INC-100 | P | 2012-01-23 | 2015-06-02 | $10,035 | $6,059 | $3,976 | $3,976 |
| GNMA PASS-THRU SNGL FAM-10 | P | 1998-10-22 | 2015-11-16 | $10 | $10 | ||
| ABBVIE INC-1100 | P | 2013-11-14 | 2015-05-04 | $70,685 | $53,126 | $17,559 | $17,559 |
| GOOGLE INC | P | 2010-09-21 | 2015-05-04 | $122 | $57 | $65 | $65 |
| TESORO CORP-800 | P | 2011-07-25 | 2015-05-04 | $71,277 | $20,327 | $50,950 | $50,950 |
| HCA INC-2000000 | P | 2011-09-15 | 2015-01-15 | $2,000,000 | $1,990,000 | $10,000 | $10,000 |
| GOLDMAN SACHS RIS DIC GWT-16003.658 | P | 2015-02-11 | $349,970 | $272,655 | $77,315 | $77,315 | |
| ALTRIA GROUP INC-425 | P | 2012-01-23 | 2015-02-12 | $23,338 | $12,147 | $11,191 | $11,191 |
| CISCO SYSTEMS INC-215 | P | 2013-06-25 | 2015-06-02 | $6,257 | $5,241 | $1,016 | $1,016 |
| DU PONT E I DENEMOURS & CO-200 | P | 2012-01-23 | 2015-02-12 | $15,207 | $9,825 | $5,382 | $5,382 |
| HEALTH CARE REIT INC-130 | P | 2012-01-23 | 2015-06-02 | $9,177 | $7,155 | $2,022 | $2,022 |
| LILLY ELI & CO-350 | P | 2012-01-23 | 2015-02-12 | $24,476 | $13,778 | $10,698 | $10,698 |
| PFIZER INC-290 | P | 2014-06-10 | 2015-06-02 | $9,986 | $8,543 | $1,443 | $1,443 |
| UNILEVER NV-255 | P | 2012-01-23 | 2015-02-12 | $10,785 | $8,396 | $2,389 | $2,389 |
| GNMA PASS-THRU SNGL FAM-10 | P | 1998-10-22 | 2015-12-15 | $10 | $10 | ||
| ACTAVIS PLC-200 | P | 2012-07-03 | 2015-05-04 | $58,333 | $14,951 | $43,382 | $43,382 |
| HOME DEPOT INC-600 | P | 2014-08-12 | 2015-05-04 | $66,113 | $49,785 | $16,328 | $16,328 |
| TEVA PHARMA INDS-800 | P | 2013-11-14 | 2015-05-04 | $49,871 | $30,623 | $19,248 | $19,248 |
| JPMPRGAN CHASE & CO-5490 | P | 2012-04-20 | 2015-02-19 | $323,894 | $235,465 | $88,429 | $88,429 |
| ISHARES MSCI ETF USA MIN VOL-7280 | P | 2015-02-11 | $300,240 | $245,153 | $55,087 | $55,087 | |
| ALTRIA GROUP INC-235 | P | 2012-01-23 | 2015-06-02 | $11,922 | $6,717 | $5,205 | $5,205 |
| CISCO SYSTEMS INC-200 | P | 2014-03-26 | 2015-06-02 | $5,821 | $4,493 | $1,328 | $1,328 |
| DU PONT E I DENEMOURS & CO-160 | P | 2012-01-23 | 2015-06-02 | $11,395 | $7,860 | $3,535 | $3,535 |
| HEALTH CARE REIT INC-25 | P | 2014-03-26 | 2015-06-02 | $1,765 | $1,465 | $300 | $300 |
| LILLY ELI & CO-170 | P | 2012-01-23 | 2015-06-02 | $13,231 | $6,692 | $6,539 | $6,539 |
| PHILIP MORRIS INTL INC-160 | P | 2012-01-23 | 2015-02-12 | $13,329 | $11,911 | $1,418 | $1,418 |
| UNILEVER NV-285 | P | 2012-01-23 | 2015-06-02 | $12,009 | $9,384 | $2,625 | $2,625 |
| LIBERTY GLOBAL PLC-3700 | P | 2014-03-04 | 2015-10-14 | $157,533 | $138,744 | $18,789 | $18,789 |
| ALEXANDER & BALDWIN INC-300 | P | 2013-07-29 | 2015-05-04 | $12,201 | $12,985 | -$784 | -$784 |
| LIBERTY GLOBAL PLC-400 | P | 2014-03-04 | 2015-05-04 | $20,487 | $15,786 | $4,701 | $4,701 |
| THERMO FISHER SCIENTIFIC-500 | P | 2008-10-07 | 2015-05-04 | $64,134 | $25,004 | $39,130 | $39,130 |
| NATIONAL OILWELL VARCO INC-2100 | P | 2013-05-22 | 2015-01-28 | $112,298 | $133,670 | -$21,372 | -$21,372 |
| JPMORGAN INFLATION MGD BD-77753.948 | P | 2015-02-11 | $800,836 | $832,459 | -$31,623 | -$31,623 | |
| ASTRAZENECA PLC-150 | P | 2012-01-23 | 2015-02-12 | $10,341 | $7,146 | $3,195 | $3,195 |
| CNOOC LTD ADR-30 | P | 2014-07-10 | 2015-02-12 | $4,197 | $5,218 | -$1,021 | -$1,021 |
| GENERAL ELECTRIC CO-146 | P | 2010-09-29 | 2015-02-12 | $3,642 | $2,397 | $1,245 | $1,245 |
| HSBC HLDGS PLC-130 | P | 2012-01-23 | 2015-02-12 | $5,965 | $5,490 | $475 | $475 |
| MERCK & CO-220 | P | 2012-01-23 | 2015-02-12 | $12,942 | $8,542 | $4,400 | $4,400 |
| PHILIP MORRIS INTL INC-45 | P | 2012-01-23 | 2015-06-02 | $3,741 | $3,350 | $391 | $391 |
| VODAFONE GROUP-200 | P | 2012-01-23 | 2015-02-12 | $7,074 | $5,260 | $1,814 | $1,814 |
| NORFOLK SOUTHERN CORP-4000 | P | 2015-10-14 | 2015-12-11 | $355,410 | $314,016 | $41,394 | $41,394 |
| APPLE INC-900 | P | 2010-01-07 | 2015-05-04 | $117,097 | $27,045 | $90,052 | $90,052 |
| MASTERCARD INC-400 | P | 2015-03-12 | 2015-05-04 | $36,447 | $35,607 | $840 | $840 |
| TWENTY FIRST CENTURY FOX-900 | P | 2015-02-19 | 2015-05-04 | $31,121 | $31,087 | $34 | $34 |
| ROCKWOOD HLDGS INC-4500 | P | 2014-02-28 | 2015-01-13 | $227,925 | $223,661 | $4,264 | $4,264 |
| OSHAUGHNESSY ENH DIV FD-46125.461 | P | 2015-02-11 | $499,970 | $557,935 | -$57,965 | -$57,965 | |
| ASTRAZENECA PLC-85 | P | 2012-01-23 | 2015-06-02 | $5,688 | $4,049 | $1,639 | $1,639 |
| CNOOC LTD ADR-70 | P | 2014-07-10 | 2015-06-02 | $10,774 | $12,175 | -$1,401 | -$1,401 |
| GENERAL ELECTRIC CO-95 | P | 2010-11-17 | 2015-02-12 | $2,370 | $1,514 | $856 | $856 |
| HSBC HLDGS PLC-220 | P | 2012-01-23 | 2015-06-02 | $10,503 | $9,291 | $1,212 | $1,212 |
| MERCK & CO-240 | P | 2012-01-23 | 2015-06-02 | $14,427 | $9,319 | $5,108 | $5,108 |
| PHILIP MORRIS INTL INC-100 | P | 2014-03-26 | 2015-06-02 | $8,314 | $8,080 | $234 | $234 |
| VODAFONE GROUP-143.49 | P | 2012-01-23 | 2015-06-02 | $5,336 | $3,774 | $1,562 | $1,562 |
| SPLUNK INC-4925 | P | 2015-10-08 | 2015-10-08 | $274,829 | $331,037 | -$56,208 | -$56,208 |
| BRISTOL MYERS SQUIBB-700 | P | 2013-03-06 | 2015-05-04 | $45,730 | $26,395 | $19,335 | $19,335 |
| MEAD JOHNSON NUTRITION CO-200 | P | 2014-11-03 | 2015-05-04 | $19,338 | $20,175 | -$837 | -$837 |
| UNITED CONTL HLDGS-700 | P | 2014-09-12 | 2015-05-04 | $43,175 | $29,386 | $13,789 | $13,789 |
| SHIRE PLC-1145 | P | 2014-10-20 | 2015-01-26 | $252,032 | $211,173 | $40,859 | $40,859 |
| VANGUARD ENERGY FD-1386.065 | P | 2015-02-11 | $74,970 | $62,198 | $12,772 | $12,772 | |
| AT&T INC-230 | P | 2012-01-23 | 2015-02-12 | $7,913 | $6,988 | $925 | $925 |
| CONOCOPHILLIPS-170 | P | 2012-01-23 | 2015-02-12 | $11,605 | $9,240 | $2,365 | $2,365 |
| GENERAL ELECTRIC CO-244 | P | 2011-08-23 | 2015-02-12 | $6,087 | $3,733 | $2,354 | $2,354 |
| INTEL CORP-660 | P | 2012-01-23 | 2015-02-12 | $22,382 | $17,676 | $4,706 | $4,706 |
| METLIFE INC-205 | P | 2013-03-21 | 2015-02-12 | $10,319 | $7,822 | $2,497 | $2,497 |
| RAYTHEON CO-73 | P | 2012-04-18 | 2015-02-12 | $7,837 | $3,865 | $3,972 | $3,972 |
| VODAFONE GROUP-9.034 | P | 2012-01-23 | 2015-06-02 | $336 | $693 | -$357 | -$357 |
| STARWOOD PPTY TR INC-17200 | P | 2015-11-16 | 2015-11-16 | $341,536 | $382,817 | -$41,281 | -$41,281 |
| BRUNSWICK CORP-600 | P | 2015-02-19 | 2015-05-04 | $30,533 | $32,996 | -$2,463 | -$2,463 |
| NICE SYS LTD-700 | P | 2010-07-14 | 2015-05-04 | $42,469 | $18,942 | $23,527 | $23,527 |
| VF CORP-200 | P | 2014-04-01 | 2015-05-04 | $14,438 | $12,446 | $1,992 | $1,992 |
| TYCO INTL-6050 | P | 2014-04-01 | 2015-02-19 | $259,124 | $259,752 | -$628 | -$628 |
| VIRTUS FOREIGN OPPTY-17799.929 | P | 2013-09-27 | 2015-02-11 | $499,970 | $483,999 | $15,971 | $15,971 |
| AT&T INC-350 | P | 2012-01-23 | 2015-06-02 | $12,038 | $10,634 | $1,404 | $1,404 |
| CONOCOPHILLIPS-100 | P | 2012-01-23 | 2015-06-02 | $6,407 | $5,435 | $972 | $972 |
| GENERAL ELECTRIC CO-229 | P | 2011-08-23 | 2015-06-02 | $6,250 | $3,504 | $2,746 | $2,746 |
| INTEL CORP-60 | P | 2013-06-25 | 2015-02-12 | $2,035 | $1,436 | $599 | $599 |
| METLIFE INC-70 | P | 2013-03-21 | 2015-06-02 | $3,702 | $2,671 | $1,031 | $1,031 |
| RAYTHEON CO-67 | P | 2012-04-19 | 2015-02-12 | $7,193 | $3,543 | $3,650 | $3,650 |
| VODAFONE GROUP-84.51 | P | 2013-06-25 | 2015-06-02 | $3,143 | $2,218 | $925 | $925 |
| CATERPILLAR INC-3570 | P | 2015-07-31 | 2015-09-30 | $230,456 | $280,830 | -$50,374 | -$50,374 |
| COOPER COS INC-300 | P | 2012-07-02 | 2015-05-04 | $53,831 | $23,901 | $29,930 | $29,930 |
| PALO ALTO NETWORKS INC-300 | P | 2014-10-20 | 2015-05-04 | $45,455 | $30,056 | $15,399 | $15,399 |
| VISA INC-600 | P | 2012-10-31 | 2015-05-04 | $39,401 | $20,853 | $18,548 | $18,548 |
| JPMORGAN INFLATION MGD BD-1086.586 | P | 2015-02-11 | $11,191 | $11,423 | -$232 | -$232 | |
| OSHAUGHNESSY ENH DIV FD-8225.254 | P | 2015-03-26 | $87,015 | $95,807 | -$8,792 | -$8,792 | |
| BCE INC-120 | P | 2013-02-08 | 2015-02-12 | $5,307 | $5,289 | $18 | $18 |
| CONOCOPHILLIPS-90 | P | 2012-06-15 | 2015-06-02 | $5,766 | $4,920 | $846 | $846 |
| GENERAL ELECTRIC CO-216 | P | 2012-01-23 | 2015-06-02 | $5,895 | $4,100 | $1,795 | $1,795 |
| INTEL CORP-185 | P | 2013-06-25 | 2015-06-02 | $6,135 | $4,427 | $1,708 | $1,708 |
| METLIFE INC-130 | P | 2013-06-25 | 2015-06-02 | $6,874 | $5,804 | $1,070 | $1,070 |
| RAYTHEON CO-110 | P | 2012-04-19 | 2015-06-02 | $11,296 | $5,816 | $5,480 | $5,480 |
| WELLS FARGO & CO-145 | P | 2015-03-23 | 2015-06-02 | $8,147 | $8,129 | $18 | $18 |
| GNMA PASS-THRU SNGL FAM-10 | P | 1998-10-22 | 2015-07-15 | $10 | $10 | ||
| COPART INC-1100 | P | 2014-08-12 | 2015-05-04 | $39,666 | $37,015 | $2,651 | $2,651 |
| PPG INDS INC-200 | P | 2012-05-14 | 2015-05-04 | $45,035 | $20,733 | $24,302 | $24,302 |
| WHIRLPOOL CORP-300 | P | 2015-03-12 | 2015-05-04 | $53,733 | $60,034 | -$6,301 | -$6,301 |
| DFA COMM STRAT PORT-29154.519 | P | 2013-12-24 | 2015-02-11 | $199,970 | $244,329 | -$44,359 | -$44,359 |
| OSHAUGHNESSY ENH DIV FD-20242.95 | P | 2015-03-26 | $214,149 | $259,166 | -$45,017 | -$45,017 | |
| BCE INC-185 | P | 2013-02-11 | 2015-02-12 | $8,181 | $8,158 | $23 | $23 |
| CORNING INC-260 | P | 2014-12-17 | 2015-02-12 | $6,442 | $5,460 | $982 | $982 |
| GENERAL ELECTRIC CO-50 | P | 2014-03-26 | 2015-06-02 | $1,365 | $1,297 | $68 | $68 |
| INTEL CORP-50 | P | 2014-03-26 | 2015-06-02 | $1,658 | $1,285 | $373 | $373 |
| MICROSOFT CORP-133 | P | 2011-03-09 | 2015-02-12 | $5,687 | $3,434 | $2,253 | $2,253 |
| ROYAL DUTCH PETE-150 | P | 2012-01-23 | 2015-02-12 | $10,242 | $11,181 | -$939 | -$939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,580,835 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$254,446 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,724,458 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $79,687,688 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046738 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,915,785 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $76,321,259 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051307 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,530,846 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $71,678,936 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049259 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,471,557 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $71,770,458 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048370 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,987,331 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $68,935,077 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043335 | DistributionYr5Rt |
| Total Distribution | 0.239009 | TotalDistributionRt |
| Average Distribution | 0.047802 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $78,268,566 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,741,394 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38,870 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,780,264 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,637,735 | 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 | $38,870 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $38,870 | SubtotalAmt |
| Tax Based On Investment Income | $38,870 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,932 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $52,932 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $14,062 | OverpaymentAmt |
| Applied To ES Tax | $14,062 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | 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 | NJ | 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 | WWW.1772FOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1772 FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4018471772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 449 THAMES STREET | AddressLine1Txt |
| Address Line2 | STE 301C | AddressLine2Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02840 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| G STANTON GEARY | ||||||||
| 449 THAMES ST STE 301C | NEWPORT | RI | 02840 | TRUSTEE | 5.00 | $75,650 | $0 | $0 |
| B DANFORTH ELY | ||||||||
| 449 THAMES ST STE 301C | NEWPORT | RI | 02840 | PRESIDENT | 10.00 | $67,650 | $0 | $0 |
| ROBERT RAYNOLDS | ||||||||
| 449 THAMES ST STE 301C | NEWPORT | RI | 02840 | TRUSTEE | 5.00 | $25,650 | $0 | $0 |
| CHRISTINA SPELLMAN | ||||||||
| 449 THAMES ST STE 301C | NEWPORT | RI | 02840 | TRUSTEE | 5.00 | $25,650 | $0 | $0 |
| MARGARET WALDCOCK | ||||||||
| 449 THAMES ST STE 301C | NEWPORT | RI | 02840 | TRUSTEE | 5.00 | $25,650 | $0 | $0 |
| MARY A ANTHONY | ||||||||
| 449 THAMES ST STE 301C | NEWPORT | RI | 02840 | EXEC DIRECTO | 40.00 | $166,400 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PRESERVATION NORTH CAROLINA | Description1Txt |
| Expenses1 | $500,000 | Expenses1Amt |
| Total | $500,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $69,692,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,768,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,460,473 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $79,460,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,191,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,268,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,913,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,913,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,870 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,870 | TotalTaxAmt |
| Distributable Before Adj | $3,874,558 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $195,541 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,070,099 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,070,099 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,137,735 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $500,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,637,735 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $38,870 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,598,865 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,070,099 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,583,385 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,637,735 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,583,385 | AppliedToYear1Amt |
| Applied To Current Year | $1,054,350 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,015,749 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY ANTHONY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 449 THAMES STREET | AddressLine1Txt |
| Address Line2 | STE 301C | AddressLine2Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4018471772 | RecipientPhoneNum |
| Recipient Email Address | MARYANTHONY@1772FOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | BEFORE AN ORGANIZATION IS ASKED TO APPLY, ONE-PAGE LETTER OF INQUIRY IS REQUIRED, WHICH CAN BE FILLED OUT THROUGH ON-LINE INQUIRY FORM ON THE FOUNDATION'S WEBSITE. IF LETTER OF INQUIRY APPROVED A COMPLETE GRANT APPLICATION WILL BE REQUIRED TO BE FILLED OUT AND SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FUNDING INQUIRY SUBMISSION MUST BE PLACED BETWEEN NOVEMBER 15 AND JUNE 15 PRIOR TO THE YEAR THE FUND | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO THE PRESERVATION AND ENHANCEMENT OF AMERICAN HISTORICAL ENTITIES AND PROJECTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR A LIVABLE NEWPORT | ||||||||
| PO BOX 2636 | NEWPORT | RI | 02840 | 501(C)(3) | FUNDING PUBLIC ACTIVITIES | $3,000 | ||
| AQUIDNECK LAND TRUST | ||||||||
| 790 AQUIDNECK AVENUE | MIDDLETOWN | RI | 02842 | 501(C)(3) | LAND PRESERVATION | $4,500 | ||
| BRISTOL HISTORICAL & PRESERVATION | ||||||||
| 48 COURT ST PO BOX 356 | BRISTOL | RI | 02809 | 501(C)(3) | SECURITY/FIRE DETECTION SYSTEM | $15,000 | SOCIETY | |
| CLEVELAND RESTORATION SOCIETY INC | ||||||||
| 3751 PROSPECT AVE | CLEVELAND | OH | 441152705 | 501(C)(3) | REVOLVING FUND | $50,000 | ||
| COAST GUARD FOUNDATION | ||||||||
| 394 TAUGWONK ROAD | STONINGTON | CT | 063781807 | 501(C)(3) | SHIPMATE FUND PROJECTS CASTLE HILL S | $6,500 | ||
| COGGESHALL FARM MUSEUM | ||||||||
| 1 COLT DRIVE | BRISTOL | RI | 02809 | 501(C)(3) | CHIMNEY/HEARTH AND ROOF REPAIRS | $3,250 | ||
| CONNECTICUT TRUST FOR HISTORIC | ||||||||
| 940 WHITNEY AVENUE | HAMDEN | CT | 06517 | 501(C)(3) | REVOLVING FUND | $75,000 | PRESERVATION | |
| CONNECTICUT TRUST FOR HISTORIC | ||||||||
| 940 WHITNEY AVENUE | HAMDEN | CT | 06517 | 501(C)(3) | HISTORIC PRESERVATION PROJECTS/STUDY | $200,000 | PRESERVATION | |
| DENVER URBAN GARDENS | ||||||||
| 1031 33RD STREET | DENVER | CO | 80205 | 501(C)(3) | GENERAL OPERATIONS | $5,000 | ||
| DR MARTIN LUTHER KING JR | ||||||||
| 20 DR MARCUS F WHEATLAND | NEWPORT | RI | 02840 | 501(C)(3) | PROGRAM OPERATIONS | $7,500 | COMMUNITY CENTER | BLVD |
| EAST COAST GREENWAY ALLIANCE | ||||||||
| 5315 HIGHGATE DR STE 105 | DURHAM | NC | 27713 | 501(C)(3) | GENERAL OPERATIONS | $3,000 | ||
| EXPONENT PHILANTHROPY | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | 501(C)(3) | GENERAL OPERATIONS | $1,000 | ||
| FAIRMOUNT PARK HISTORIC | ||||||||
| 6245 WISSAHICKON AVE | PHILADELPHIA | PA | 19144 | 501(C)(3) | REVOLVING FUND | $20,000 | PRESERVATION TRUST | |
| FORDHAM UNIVERSITY | ||||||||
| 888 7TH AVE 7TH FLOOR | NEW YORK | NY | 10019 | 501(C)(3) | NATIONAL BURIAL DATABASE FOR ENSLAVE | $20,000 | ||
| FORT ADAMS TRUST | ||||||||
| 90 FORT ADAMS DR | NEWPORT | RI | 02840 | 501(C)(3) | GENERAL OPERATIONS | $5,000 | ||
| FOUNDATION FOR MORRISTOWN MEDICAL | ||||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | 501(C)(3) | CC CAMPAIGN 360 | $3,000 | CENTER | |
| FRIENDS OF DINOSAUR RIDGE | ||||||||
| 16831 W ALAMEDA PKWY | MORRISON | CO | 80465 | 501(C)(3) | GENERAL OPERATIONS | $10,000 | ||
| FRIENDS OF HEARTHSIDE INC | ||||||||
| 677 GREAT ROAD | LINCOLN | RI | 02865 | 501(C)(3) | REAR ROOF AND FRONT PORCH REPAIRS | $7,000 | ||
| FRIENDS OF LINDEN PLACE | ||||||||
| PO BOX 328 | BRISTOL | RI | 02809 | 501(C)(3) | LINDEN PLACE WINDOW RESTORATION | $13,500 | ||
| FRIENDS OF THE CLARENCE DILLON | ||||||||
| 2336 LAMINGTON ROAD | BEDMINSTER | NJ | 07921 | 501(C)(3) | ANNUAL APPEAL | $2,000 | PUBLIC LIBRARY | |
| FRIENDS OF THE NEWPORT PUBLIC | ||||||||
| 300 SPRING STREET | NEWPORT | RI | 02840 | 501(C)(3) | GENERAL OPERATIONS | $2,000 | LIBRARY | |
| HAMILTON PARTNERSHIP FOR PATERSON | ||||||||
| 32 SPRUCE ST 3RD FLOOR | PATTERSON | NJ | 07501 | 501(C)(3) | MILL MILE AUDIO TOUR | $5,000 | ||
| HERITAGE OHIO | ||||||||
| 846 1/2 EAST MAIN ST | COLUMBUS | OH | 43205 | 501(C)(3) | REVOLVING FUND | $50,000 | ||
| HISTORIC BOSTON INCORPORATED | ||||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | 501(C)(3) | FOWLER-CLARK-EPSTIEN FARM PROJECTS | $50,000 | ||
| HISTORIC CHARLESTON FOUNDATION | ||||||||
| PO BOX 1120 | CHARLESTON | SC | 29402 | 501(C)(3) | REVOLVING FUND | $75,000 | ||
| HISTORIC FORT WORTH | ||||||||
| 1110 PENN STREET | FORT WORTH | TX | 76102 | 501(C)(3) | FEASIBILITY STUDY FOR REVOLVING FUND | $18,000 | ||
| HISTORIC NEW ENGLAND | ||||||||
| 141 CAMBRIDGE STREET | BOSTON | MA | 021141702 | 501(C)(3) | ROOF REPLACEMENT PROJECT CLEMENCE-IR | $10,000 | ||
| HUNTERDON ART MUSEUM | ||||||||
| 7 LOWER CENTER STREET | CLINTON | NJ | 088091303 | 501(C)(3) | BUILDING MAINTENANCE | $5,000 | ||
| HUNTERDON LAND TRUST ALLIANCE | ||||||||
| 111 MINE STREET | FLEMINGTON | NJ | 088221474 | 501(C)(3) | LAND PRESERVATION | $10,000 | ||
| I AM TRENTON COMMUNITY FOUNDATION | ||||||||
| PO BOX 1743 | TRENTON | NJ | 08607 | 501(C)(3) | GENERAL OPERATIONS | $5,000 | ||
| ISLAND INSTITUTE | ||||||||
| 386 MAIN STREET | ROCKLAND | ME | 048410648 | 501(C)(3) | GENERAL OPERATIONS | $2,000 | PO BOX 648 | |
| ISLAND INSTITUTE | ||||||||
| 386 MAIN STREET | ROCKLAND | ME | 048410648 | 501(C)(3) | SHELLFISH AND KELP AQUACULTURE PROGR | $50,000 | PO BOX 648 | |
| IYRS SCHOOL OF TECHNOLOGY & TRADES | ||||||||
| 449 THAMES ST SUITE 111 | NEWPORT | RI | 02840 | 501(C)(3) | NEWPORT CAMPUS EXPANSION | $40,000 | ||
| JAMESTOWN HISTORICAL SOCIETY | ||||||||
| PO BOX 156 | JAMESTOWN | RI | 02835 | 501(C)(3) | JAMESTOWN WINDMILL 3RD FLOOR REBUILD | $5,000 | ||
| LAND TRUST ALLIANCE | ||||||||
| 112 SPRING STREET SUITE | SARATOGA SPRINGS | NY | 128663351 | 501(C)(3) | FARMLAND PROTECTION GRANT PROJECTS | $1,211,000 | 205 | |
| LITTLE COMPTON HISTORICAL SOCIETY | ||||||||
| 548 WEST MAIN ROAD | LITTLE COMPTON | RI | 02837 | 501(C)(3) | ROOF REPAIRS AND SURFACE RESTORATION | $6,250 | PO BOX 577 | |
| LOWER EAST SIDE TENEMENT MUSEUM | ||||||||
| 91 ORCHARD STREET | NEW YORK | NY | 10002 | 501(C)(3) | PRESERVATION OF 103 ORCHARD ST 3RD F | $75,000 | ||
| MICHIGAN HISTORIC PRESERVATION | ||||||||
| 313 EAST GRAND RIVER AVE | LANSING | MI | 48906 | 501(C)(3) | REVOLVING FUND | $75,000 | NETWORK | |
| NATIONAL TRUST FOR HISTORIC | ||||||||
| 1785 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | 501(C)(3) | REAL ESTATE REVOLVING FUND | $280,000 | PRESERVATION | |
| NEW JERSEY HISTORIC TRUST | ||||||||
| DEPT OF COMMUNITY AFFAIR | TRENTON | NJ | 08625 | 501(C)(3) | HISTORIC PRESERVATION PROJECTS/STUDY | $300,000 | PO BOX 457 | |
| NEW YORK HARBOR FOUNDATION | ||||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | 501(C)(3) | BILLION OYSTER PROJECT | $51,000 | ||
| NEWPORT HISTORICAL SOCIETY | ||||||||
| 82 TOURO STREET | NEWPORT | RI | 02840 | 501(C)(3) | GENERAL OPERATIONS | $3,000 | ||
| NEWPORT HISTORICAL SOCIETY | ||||||||
| 82 TOURO STREET | NEWPORT | RI | 02840 | 501(C)(3) | AFRICAN AMERICANS IN NEWPORT PUBLICA | $15,000 | ||
| NEWPORT RESTORATION FOUNDATION | ||||||||
| 51 TOURO STREET | NEWPORT | RI | 028402932 | 501(C)(3) | WILLIAM VERNON HOUSE ROOF AND FLASHI | $10,000 | ||
| NEWPORT TREE SOCIETY | ||||||||
| PO BOX 863 | NEWPORT | RI | 02840 | 501(C)(3) | URBAN FOREST PROJECT | $6,000 | ||
| NEWPORTFILM | ||||||||
| 174 BELLEVUE AVE STE 314 | NEWPORT | RI | 02840 | 501(C)(3) | DOCUMENTARY FILM PROGRAM | $3,500 | ||
| NORMAN BIRD SANCTUARY | ||||||||
| 583 THIRD BEACH ROAD | MIDDLETOWN | RI | 02842 | 501(C)(3) | GENERAL OPERATIONS | $3,000 | ||
| NORMAN BIRD SANCTUARY | ||||||||
| 583 THIRD BEACH ROAD | MIDDLETOWN | RI | 02842 | 501(C)(3) | WINDOW REPAIRS 1850 BARN MUSEUM | $10,000 | ||
| OLD SLATER MILL ASSOCIATION | ||||||||
| 67 ROOSEVELT AVE | PAWTUCKET | RI | 028620696 | 501(C)(3) | MILL FOUNDATION/STRUCTURAL REPAIR | $15,000 | PO BOX 696 | |
| ONE BAY STREET CENTER | ||||||||
| 56 WELLS STREET | WESTERLY | RI | 02891 | 501(C)(3) | LAMPHEAR LIVERY STABLE WINDOW RESTOR | $15,000 | ||
| PARTNERS FOR SACRED PLACES | ||||||||
| 1700 SANSOM STREET 10TH | PHILADELPHIA | PA | 19103 | 501(C)(3) | INTERNAL INNOVATION FUND | $50,000 | ||
| PHILADELPHIA OUTWARD BOUND SCHOOL | ||||||||
| 3250 WEST SEDGELEY DRIVE | PHILADELPHIA | PA | 19130 | 501(C)(3) | PUBLIC SCHOOL PROGRAMS | $1,000 | ||
| PLAID HOUSE INC | ||||||||
| 54 WESTERN AVE | MORRISTOWN | NJ | 07960 | 501(C)(3) | PROGRAM OPERATIONS | $500 | ||
| PRESERVATION ALLIANCE OF NEW | ||||||||
| 923 TCHOUPITOULAS STREET | NEW ORLEANS | LA | 70130 | 501(C)(3) | STRAIGHT UNIVERSITY BOARDING HOUSE R | $50,000 | ORLEANS | |
| PRESERVATION GREENSBORO DEVELOPMENT | ||||||||
| PO BOX 13136 | GREENSBORO | NC | 27415 | 501(C)(3) | REVOLVING FUND | $50,000 | FUND | |
| PRESERVATION MASSACHUSETTS INC | ||||||||
| 45 SCHOOL STREET | BOSTON | MA | 02108 | 501(C)(3) | PREDEVELOPMENT LOAN FUND | $75,000 | ||
| PRESERVATION PENNSYLVANIA | ||||||||
| 257 NORTH STREET | HARRISBURG | PA | 17101 | 501(C)(3) | FEASIBILITY/BUSINESS PLAN FOR REVOLV | $20,000 | ||
| PRESERVATION SOCIETY OF NEWPORT | ||||||||
| 424 BELLEVUE AVE | NEWPORT | RI | 02840 | 501(C)(3) | ANNUAL APPEAL | $9,000 | COUNTY | |
| PRESERVATION SOCIETY OF NEWPORT | ||||||||
| 424 BELLEVUE AVE | NEWPORT | RI | 02840 | 501(C)(3) | COPPER ROOF PROJECT AT KINGSCOTE | $15,000 | COUNTY | |
| PRESERVATION TRUST OF VERMONT | ||||||||
| 104 CHURCH STREET STE 21 | BURLINGTON | VT | 054014449 | 501(C)(3) | TURNER HOMESTEAD JOURNEY'S END PROJE | $50,000 | ||
| PROVIDENCE PERFORMING ARTS CENTER | ||||||||
| 220 WEYBOSSET STREET | PROVIDENCE | RI | 029033783 | 501(C)(3) | RICHMOND AND WEYBOSSET STREET FAADE | $10,000 | ||
| PROVIDENCE REVOLVING FUND | ||||||||
| 372 WEST FOUNTAIN ST | PROVIDENCE | RI | 02903 | 501(C)(3) | PRENTICE HOUSE BUILDING IMPROVEMENTS | $50,000 | ||
| PUTNEY SCHOOL | ||||||||
| ELM LEA FARM | PUTNEY | VT | 053468675 | 501(C)(3) | GENERAL OPERATIONS | $10,000 | 418 HOUGHTON BROOK RD | |
| RALSTON CIDER MILL | ||||||||
| 303C MENDHAM ROAD WEST | MENDHAM | NJ | 07945 | 501(C)(3) | MILL RESTORATION PROJECT | $1,000 | ||
| RALSTON ENGINE COMPANY NUMBER 1 | ||||||||
| PO BOX 356 | MENDHAM | NJ | 079450356 | 501(C)(3) | ANNUAL APPEAL | $1,000 | ||
| RARITAN HEADWATERS ASSOCIATION | ||||||||
| PO BOX 273 | GLADSTONE | NJ | 07934 | 501(C)(3) | GENERAL OPERATIONS | $8,000 | ||
| REDWOOD LIBRARY & ATHENAEUM | ||||||||
| 50 BELLEVUE AVE | NEWPORT | RI | 02840 | 501(C)(3) | 2014-2015 ANNUAL FUND | $1,500 | ||
| RESTORE MOBILE | ||||||||
| PO BOX 2906 | MOBILE | AL | 36652 | 501(C)(3) | REVOLVING FUND | $50,000 | ||
| RHODE ISLAND COMMUNITY FOOD BANK | ||||||||
| 200 NIANTIC AVE | PROVIDENCE | RI | 02907 | 501(C)(3) | PROGRAM OPERATIONS | $3,000 | ||
| RHODE ISLAND PUBLIC RADIO | ||||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | 501(C)(3) | GENERAL OPERATIONS | $3,000 | ||
| ROGER WILLIAMS UNIVERSITY | ||||||||
| ONE OLD FERRY RD | BRISTOL | RI | 028092921 | 501(C)(3) | EDUCATION STUDY/CURRICULA DEVELOPMEN | $105,000 | ||
| ROSE ISLAND LIGHTHOUSE FOUNDATION | ||||||||
| P O BOX 1419 | NEWPORT | RI | 028400014 | 501(C)(3) | GENERAL OPERATIONS | $1,000 | ||
| ROSE ISLAND LIGHTHOUSE FOUNDATION | ||||||||
| P O BOX 1419 | NEWPORT | RI | 028400014 | 501(C)(3) | FORT HAMILTON BARRACKS DOOR AND WIND | $15,000 | ||
| SEAMEN'S CHURCH INSTITUTE OF | ||||||||
| 18 MARKET SQUARE | NEWPORT | RI | 02840 | 501(C)(3) | PROGRAM OPERATIONS | $7,000 | NEWPORT | |
| SEED SAVERS EXCHANGE | ||||||||
| 3094 NORTH WINN ROAD | DECORAH | IA | 52101 | 501(C)(3) | WANIGAN ASSOCIATES SEED STORIES PROJ | $36,750 | ||
| SHELBURNE FARMS | ||||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05842 | 501(C)(3) | PROGRAM OPERATIONS | $1,500 | ||
| SVPRI -BIKE NEWPORT | ||||||||
| 460 HARRIS AVE UNIT 303 | PROVIDENCE | RI | 02909 | 501(C)(3) | EDUCATING AND ENCOURAGING CYCLISTS | $2,500 | ||
| THE LIVESTOCK CONSERVANCY | ||||||||
| PO BOX 477 | PITTSBORO | NC | 27312 | 501(C)(3) | LEGACY CONSERVATION DISCOVER, SECURE | $50,000 | ||
| THE SLAVE DWELLING PROJECT | ||||||||
| PO BOX 1469 | LADSON | SC | 29456 | 501(C)(3) | 2ND ANNUAL SLAVE DWELLING CONFERENCE | $48,250 | ||
| THE STEEL YARD | ||||||||
| 27 SIMS AVE | PROVIDENCE | RI | 02909 | 501(C)(3) | ROOF REPAIRS AND SKYLIGHT INSTALLATI | $10,000 | ||
| THE TRUST FOR PUBLIC LAND | ||||||||
| 3 SHIPMAN PLACE | MONTPELIER | VT | 05602 | 501(C)(3) | ROBIE FARM CONSERVATION PROJECT | $40,000 | ||
| THE WESTERLY REVOLVING FUND | ||||||||
| PO BOX 112 43 BROAD ST | WESTERLY | RI | 02981 | 501(C)(3) | REVOLVING FUND | $10,000 | ||
| UNIVERSITY OF RHODE ISLAND | ||||||||
| 79 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | 501(C)(3) | PHILANTHROPY PROJECT | $4,990 | FOUNDATION | |
| WATERFRONT HISTORIC AREA LEAGUE | ||||||||
| 128 UNION STREET | NEW BEDFORD | MA | 02740 | 501(C)(3) | REVOLVING FUND | $50,000 | ||
| WATERFRONT HISTORIC AREA LEAGUE | ||||||||
| 128 UNION STREET | NEW BEDFORD | MA | 02740 | 501(C)(3) | NEIGHBORHOOD RESTORATION FELLOWSHIP | $10,000 | ||
| WORLDWATCH INSTITUTE | ||||||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | 501(C)(3) | YARD FARMERS PROJECT | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,714,990 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MICHIGAN HISTORIC PRESERVATION | |||||||
| NETWORK | 313 EAST GRAND RIVER AVE | LANSING | MI | 48906 | 501(C)(3) | REVOLVING FUND | $75,000 |
| PRESERVATION ALLIANCE OF NEW | |||||||
| ORLEANS | 923 TCHOUPITOULAS STREET | NEW ORLEANS | LA | 70130 | 501(C)(3) | STRAIGHT UNIVERSITY BOARDING HOUSE R | $50,000 |
| VANGUARD CHARITABLE | |||||||
| PO BOX 55766 | BOSTON | MA | 022055766 | 501(C)(3) | GENERAL DONOR ADVISED FUND | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $175,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,318 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,623,130 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $633 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,580,835 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,342,916 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,342,916 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LESHNER FRANCHINO & CO | CategoryTxt |
| Amt | $27,995 | Amt |
| Net Investment Income | $13,998 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,997 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2006-01-19 | $3,600 | $3,600 | S/L | 5.0000 | ||
| FILING CABINET | 2007-08-02 | $2,798 | $2,798 | S/L | 7.0000 | ||
| PRINTER | 2009-04-09 | $478 | $478 | S/L | 5.0000 | ||
| PRINTER | 2009-05-14 | $1,086 | $1,086 | S/L | 5.0000 | ||
| POWER POINT PROJECTOR | 2009-08-07 | $583 | $583 | S/L | 5.0000 | ||
| LAPTOP COMPUTER | 2010-01-26 | $547 | $538 | S/L | 5.0000 | $9 | $9 |
| LAPTOP COMPUTER | 2010-10-25 | $583 | $486 | S/L | 5.0000 | $97 | $97 |
| DESKTOP COMPUTER | 2011-09-25 | $1,013 | $659 | S/L | 5.0000 | $354 | $354 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HCA INC 6.375% 01-15-15 | ||
| GE CAPITAL INTLE FDG .0964% | $2,098,178 | $2,118,955 |
| BANK OF NY 2.200% 3/4/19 | $2,121,821 | $2,106,363 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (90 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | ||
| ALTRIA GROUP INC | ||
| ASTRAZENECA PLC | ||
| BCE INC | ||
| BOEING CO | ||
| CHEVRON CORP | ||
| CISCO SYSTEMS INC | ||
| CNOOC LTD | ||
| CONOCOPHILLIPS | ||
| CORNING INC | ||
| DIAGEO PLC | ||
| DIAMOND OFFSHORE DRILLING | ||
| DU PONT E I DE NEMOUR & CO | ||
| GENERAL ELECTRIC CO | ||
| GENUINE PARTS CO | ||
| HALYARD HEALTH INC | ||
| HSBC HOLDINGS PLC | ||
| INTEL CORP | ||
| JOHNSON & JOHNSON | ||
| JP MORGAN CHASE & CO | ||
| KIMBERLY CLARK CORP | ||
| LILLY ELI & CO | ||
| MERCK & CO | ||
| METLIFE INC | ||
| MICROSOFT CORP | ||
| NEXTERA ENERGY INC | ||
| PFIZER INC | ||
| PHILLIP MORRIS INTL INC | ||
| RAYTHEON CO | ||
| ROYAL DUTCH PETE | ||
| SYMANTEC CORP | ||
| TRAVERLERS COS INC | ||
| UNILEVER NV | ||
| VODAFONE GROUP | ||
| 3M COMPANY | ||
| HCP INC | ||
| HEALTH CARE REIT INC | ||
| ABBVIE INV | $567,273 | $670,301 |
| ACTAVIS PLC | ||
| ALEXANDER & BALDWIN INC | ||
| ALLERGAN PLC | $158,481 | $662,500 |
| ALPHABET INC CL A | $113,731 | $346,214 |
| ALPHABET INC CL B | $113,972 | $338,460 |
| APPLE INC | $281,119 | $984,707 |
| B&G FOODS INC | ||
| BRISTOL MEYERS SQUIBB | $252,455 | $460,893 |
| BRUNSWICK CORP | $325,839 | $299,272 |
| CELANESE CORP | ||
| CONSTELLATION BRANDS | $324,068 | $341,856 |
| COOPER INDS LTD | $211,281 | $355,630 |
| COPART INC | ||
| DANAHER CORP | $243,267 | $547,992 |
| DISNEY WALT CO | $184,595 | $358,848 |
| EASTMAN CHEM CO | $387,338 | $329,786 |
| EXPEDIA INC | $318,400 | $310,750 |
| FACEBOOK INC | $184,393 | $357,937 |
| GOOGLE INC | ||
| HOME DEPOT INC | $489,548 | $780,275 |
| HUNT J B TRANS SVCS | $315,656 | $308,112 |
| JP MORGAN CHASE & CO | ||
| DOW CHEMICAL CO | $324,850 | $324,324 |
| LIBERTY GLOBAL PLC | ||
| MASTERCARD INC | $379,215 | $414,754 |
| MEAD JOHNSON NUTRITION | ||
| NATIONAL OILWELL VARCO | ||
| NICE SYS LTD | $221,218 | $435,632 |
| PALO ALTO NETWORKS INC | $285,530 | $501,999 |
| PPG INDS INC | ||
| PRICE T ROWE INC | ||
| PRICELINE COM INC | $268,384 | $525,279 |
| PROTHENA CORP | ||
| ROCKWOOD HLDGS INC | ||
| SALES FORCE COM INC | $157,699 | $354,368 |
| SCHWAB CHARLES CORP | $318,658 | $365,523 |
| SHIRE PLC | ||
| STARBUCKS CORP | $192,217 | $534,267 |
| STARWOOD PPTY TR INC | ||
| STATE STREET CORP | $218,996 | $339,763 |
| SUNCOR ENERGY INC | $432,779 | $394,740 |
| SYNCHRONY FINANCIAL | $324,095 | $322,346 |
| TESORO CORP | $173,873 | $827,576 |
| TEVA PHARMA INDS | $694,704 | $888,109 |
| THERMO FISHER SCIENTIFIC | $280,040 | $794,360 |
| TJX COS INC | $317,737 | $311,649 |
| TWENTY FIRST CENTURY FOX | $326,417 | $256,662 |
| TYCO INTL PLC | ||
| UNITED CONTL HLDGS | $289,662 | $395,370 |
| VF CORP | $155,578 | $155,625 |
| VISA INC | $220,345 | $491,667 |
| WILLIAMS SONOMA INC | $204,269 | $345,955 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WESTFIELD DIVIDEND GWTH FD LP | AT COST | $1,922,771 | $2,865,558 |
| PINE GROVE OFF FD LTD | AT COST | $3,000,000 | $3,321,115 |
| ACL ALTERNATIVE FUND | AT COST | $3,768,053 | $3,405,545 |
| TYME FOREST FUND IV TE LP | AT COST | $254,600 | $259,501 |
| BLACKROCK STRAT INC OPPTY | AT COST | $2,377,496 | $2,256,790 |
| DOUBLELINE TOTAL RETURN | AT COST | $2,786,291 | $2,721,045 |
| JP MORGAN INFLATION MGD | AT COST | ||
| LOOMIS SAYLES STRATEGIC | AT COST | $1,925,660 | $1,825,338 |
| LOOMIS SAYLES BOND FD | AT COST | $1,531,543 | $1,433,041 |
| METROPOLITAN WEST TOTAL RET BD FD | AT COST | $1,341,507 | $1,323,638 |
| RIVERNORTH DOUBLELINE STAT INC FD | AT COST | $1,622,725 | $1,538,241 |
| TCW EMER MKT INC FD | AT COST | $1,159,045 | $1,014,828 |
| DFA COMMODITY STRATEGY | AT COST | $281,697 | $179,618 |
| DFA EMG MKT CORE EQ PORT | AT COST | $436,284 | $383,137 |
| DFA INTL SMALL CO | AT COST | $379,721 | $383,920 |
| DFA LARGE CAP INTL PORT | AT COST | $1,147,651 | $1,037,235 |
| DFA REAL ESTATE SEC PORT | AT COST | $277,089 | $333,484 |
| DFA US LARGE CO PORT | AT COST | $995,822 | $1,035,751 |
| DFA US SMALL CAP PORT | AT COST | $805,181 | $820,070 |
| FIRST EAGLE GOLD FD | AT COST | $317,973 | $125,982 |
| GLDMN SACHS RISING DIV | AT COST | $692,973 | $689,900 |
| JP MORGAN VAL ADV | AT COST | $765,130 | $701,134 |
| OSHAUGHNESSY ENHANCED | AT COST | ||
| VANGUARD ENERGY FD | AT COST | $115,070 | $74,611 |
| VIRTUS FOREIGN OPPTY | AT COST | $584,796 | $601,323 |
| ISHARES MSCI ETF USA MIN VOL | AT COST | $533,003 | $568,443 |
| GLOBAL BAL ASSET ALLOC FD III | AT COST | $20,467,848 | $17,920,390 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $10,688 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $10,688 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,422 | LegalFeesAmt |
| Net Investment Income | $5,211 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,211 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| BOY Book Value | $830,653 | BOYBookValueAmt |
| EOY Book Value | $1,135,600 | EOYBookValueAmt |
| EOYFMV | $1,135,600 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE SUPPLIES & EXPENSE | $2,765 | $830 | $1,935 |
| DUES & SUBSCRIPTIONS | $2,841 | $852 | $1,989 |
| PAYROLL SERVICE FEES | $1,683 | $505 | $1,178 |
| TELEPHONE | $2,270 | $1,135 | $1,135 |
| INSURANCE | $2,702 | $1,351 | $1,351 |
| DATA PROCESSING & WEBSITE | $2,325 | $697 | $1,628 |
| OTHER INVESTMENT LOSS | $10,133 | $10,133 | |
| BANK & OTHER FEES | $564 | $169 | $395 |
| PROFESSIONAL DEVELOPMENT | $13,268 | $3,980 | $9,288 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $633 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $633 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAXES PAYABLE | $118,700 | |
| DIRECTOR PAYABLE | $50,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT & TRADE FE | $252,062 | $252,062 | |
| CONSULTING FEES | $1,688 | $506 | $1,182 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $38,768 | Amt |