BAFFLIN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BAFFLIN FOUNDATION (EIN 05-0454795)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-09
- IRS object ID
- 201641309349101299
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-09T15:49:17-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050262309 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINCKLEY ALLEN & SNYDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WESTMINSTER ST SUITE 1500 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 | 050454795 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAFFLIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAFF | BusinessNameControlTxt |
| Phone | 4012742000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SILVER100 WESTMINSTER NO 1500 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL A SILVER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4012742000 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL A SILVER | PreparerPersonNm |
| PTIN | P01059918 | PTIN |
| Phone | 4012742000 | PhoneNum |
| 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 | $18,957,101 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $549,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $549,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $372,499 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,232,179 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $921,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $549,458 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $41,748 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,350 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,398 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,190 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,190 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,382 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,382 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,185 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,032 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,139 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,398 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $954,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $954,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,052,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,139 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $987,898 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$130,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $485,319 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $308,246 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $218,878 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $218,878 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,945,555 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,734,381 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,757,633 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,838,397 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,009,055 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,800,008 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $207,440 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $207,440 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $180,582 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,299,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,169,754 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,957,101 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $18,299,638 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,169,754 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,299,638 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,169,754 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,299,638 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,169,754 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,299,638 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$130,080 | ExcessRevenueOverExpensesAmt |
| Other Increases | $196 | OtherIncreasesAmt |
| Subtotal | $18,169,754 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,169,754 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| VANGUARD MONEY MARKET PRIM PORT | P | 2015-12-31 | $989,349 | $989,349 | $0 | $0 | |
| EAS INDEX FUND | P | 2015-09-01 | $211,628 | $211,175 | $453 | $453 | 2013-12-26 |
| GMO SHARE REDEMPTION | P | 2015-08-13 | $200,000 | $234,248 | -$34,248 | -$34,248 | |
| GMO SHARE REDEMPTION | P | 2015-09-01 | $100,000 | $122,998 | -$22,998 | -$22,998 | |
| GMO SHARE REDEMPTION | P | 2015-11-12 | $250,000 | $301,910 | -$51,910 | -$51,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$108,703 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,127,930 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,337,297 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052862 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $797,930 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,975,805 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038040 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $595,060 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,285,754 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032542 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $899,046 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,741,454 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047971 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $948,869 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,555,093 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054051 | DistributionYr5Rt |
| Total Distribution | 0.225466 | TotalDistributionRt |
| Average Distribution | 0.045093 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,239,810 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $912,674 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,853 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $917,527 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $987,898 | 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 | $4,853 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,853 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,853 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,147 | OverpaymentAmt |
| Applied To ES Tax | $3,147 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL A SILVER ESQ | IndividualWithBooksNm |
| Phone | 4012742000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WESTMINSTER ST SUITE 1500 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL A SILVER | ||||||||
| 100 WESTMINSTER ST STE 1500 | PROVIDENCE | RI | 02903 | DIRECTOR/SECRETARY | 4.00 | $20,874 | $0 | $0 |
| MICHAEL M EDWARDS | ||||||||
| 40 RIDGEWOOD ROAD | ATTLEBORO | MA | 02703 | DIRECTOR/TREASURER | 4.00 | $20,874 | $0 | $0 |
| JOACHIM A WEISSFELD | ||||||||
| 100 WESTMINSTER ST STE 1500 | PROVIDENCE | RI | 02903 | DIRECTOR | 0.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,185,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $362,871 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,548,030 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,548,030 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $308,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,239,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,011,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,011,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,853 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,853 | TotalTaxAmt |
| Distributable Before Adj | $1,007,138 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,007,138 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,007,138 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $987,898 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $987,898 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,853 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $983,045 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,007,138 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $509,077 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $987,898 | QualifyingDistributionsAmt |
| Applied To Year1 | $509,077 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $478,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $528,317 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL A SILVER ESQ SECRETARY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WESTMINSTER ST STE 1500 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4012742000 | RecipientPhoneNum |
| Recipient Email Address | PSILVER@HINCKLEYALLEN.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIAL FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | CURRENT PRIMARY CHARITABLE FIELDS INCLUDE ART MUSEUMS AND THE PRESERVATION OF LAND AND WILDLIFE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL RESCUE LEAGUE | |||||||
| P O BOX 458 | WAKEFIELD | RI | 02880 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| COASTAL MOUNTAIN LAND TRUST | |||||||
| 101 MT BATTIE STREET | CAMDEN | ME | 04843 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| FOREST SOCIETY OF MAINE | |||||||
| 111 FRANK STREET | BANGOR | ME | 04401 | NONE | PUBLIC | SUPPORT AND PRESERVATION | $30,000 |
| FRIENDS OF THE SHETUCKET ROAD | |||||||
| ONE MAIN STREET | BALTIC | CT | 06330 | NONE | PUBLIC | SUPPORT AND PRESERVATION | $25,000 |
| LLYOD CENTER FOR THE ENVIORNMENT | |||||||
| 430 POTOMSKA ROAD | SOUTH PORTSMOUTH | MA | 02748 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| NEW ROXBURY LAND TRUST | |||||||
| 7 SOUTH STREET | ROXBURY | CT | 06783 | NONE | PUBLIC | PROGRAM SUPPORT | $35,000 |
| OYSTER POND ENVIORNMENTAL TRUST | |||||||
| PO BOX 496 | WOODS HOLE | MA | 02543 | NONE | PUBLIC | PROGRAM SUPPORT | $35,000 |
| RHODE ISLAND LAND TRUST COUNCIL | |||||||
| P O BOX 633 | SAUNDERSTOWN | RI | 02874 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| APPALACHIAN TRAIL | |||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| TIVERTON LAND TRUST | |||||||
| P O BOX 167 | TIVERTON | RI | 02878 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| UPPER VALLEY LAND TRUST | |||||||
| 19 BACK ROAD | HANOVER | NH | 03755 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 |
| WALDEN WOODS PROJECT | |||||||
| 44 BAKER FARM ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| SOUTH KINGSTOWN LAND TRUST | |||||||
| 227 ROBINSON STREET | SOUTH KINGSTOWN | RI | 02879 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| BERKSHIRE NATURAL RESOURCES | |||||||
| 20 BANK ROW 203 | PITTSFIELD | MA | 01201 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| EAST QUABBIN LAND TRUST | |||||||
| 120 RIDGE ROAD | HARDWICK | MA | 01037 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| ATTLEBORO LAND TRUST | |||||||
| 1417 PARK STREET | ATTLEBORO | MA | 02703 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| BARNSTABLE LAND TRUST | |||||||
| 407 NORTH STREET | HYANNIS | MA | 02601 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| GALLERY NIGHT PROVIDENCE | |||||||
| PO BOX 603024 | PROVIDENCE | RI | 02906 | NONE | PUBLIC | PROGRAM SUPPORT | $2,000 |
| MASSACHUSETTS AUDUBON | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| PRINCETON LAND TRUST | |||||||
| P O BOX 271 | PRINCETON | MA | 01541 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| NATURE CONSERVANCY | |||||||
| 159 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | PUBLIC | SUPPORT TO PROTECT COASTAL LANDS IN LITTLE COMPTON | $125,000 |
| WALLFLEET CONVERVATION TRUST | |||||||
| P O BOX 84 | WALLFLEET | MA | 02667 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 |
| RHODE ISLAND FOUNDATION | |||||||
| 1 UNION STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 101 WHITNEY AVENUE | NEW HAVEN | CT | 06510 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $954,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $549,458 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $372,499 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $921,957 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $921,957 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| GMO CAPITAL GAIN DISTRIBUTION | PURCHASED | 2015-12 | $477,846 | $0 | $477,846 |
| GMO CAPITAL GAIN DISTRIBUTION | PURCHASED | 2015-12 | $3,356 | $0 | $3,356 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $16,009,055 | EOYBookValueAmt |
| EOYFMV | $16,800,008 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,734,381 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,757,633 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FOREIGN CURRENCY | AT COST | $104,369 | $117,990 |
| INTERNATIONAL REAL ESTATE FUND | AT COST | $103,071 | $62,592 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HINCKLEY, ALLEN & SNYDER LLP | CategoryTxt |
| Legal Fees | $14,190 | LegalFeesAmt |
| Net Investment Income | $14,190 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POWERSHARES DB USD INVEST EXP | $881 | $881 | $0 |
| US TREASURY-2013 PENALTY & FEE FOR FOUNDATION | $151 | $151 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BOOK VALUE | Desc |
| Amt | $196 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF AMERICA | CategoryTxt |
| Amt | $2,382 | Amt |
| Net Investment Income | $2,382 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US TREASURY-2014 EXTENSION PAYMENT | $20,000 | $20,000 | $0 |
| FOREIGN TAX PAID - 2015 | $3,539 | $3,539 | $0 |
| FOREIGN TAX PAID - 2015 | $14,646 | $14,646 | $0 |