ASHAWAY CHARITABLE TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ASHAWAY CHARITABLE TRUST (EIN 05-6003255)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-08
- IRS object ID
- 201511289349101061
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-08T13:00:33-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 056003255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHAWAY CHARITABLE TRUST 1045100263 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BROAD STREET | AddressLine1Txt |
| City | WESTERLY | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE WASHINGTON TRUST COMPANY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Signature | 2015-05-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,388,702 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $45,158 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,158 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $444,991 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,558 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $116,716 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,716 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,295 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,026 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,269 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,535 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $202 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $483 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $483 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,363 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,269 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,113 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,955 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,870 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,088 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,088 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $627,983 | CorporateStockBOYAmt |
| Corporate Stock EOY | $621,123 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $815,054 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $509,177 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $515,443 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $535,560 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,139,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,174,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,388,702 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,139,030 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,174,654 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,139,030 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,174,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,139,030 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,174,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,139,030 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,603 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,490 | OtherIncreasesAmt |
| Subtotal | $1,178,123 | SubtotalAmt |
| Other Decreases | $3,469 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,174,654 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 105. APPLE COMPUTER | 2012-12-07 | 2014-09-18 | $10,712 | $8,077 | $2,635 | $2,635 | |
| 70. AUTO DATA PROCESS | 2011-07-08 | 2014-09-18 | $5,872 | $3,805 | $2,067 | $2,067 | |
| 15. BLACKROCK INC | 2011-08-31 | 2014-09-18 | $4,991 | $2,476 | $2,515 | $2,515 | |
| .667 CDK GLOBAL INC | 2013-10-01 | 2014-10-30 | $22 | $18 | $4 | $4 | |
| 46. CDK GLOBAL INC | 2014-11-10 | $1,688 | $1,127 | $561 | $561 | ||
| 45. CAPITAL ONE FINL CORP COM | 2013-10-01 | 2014-05-01 | $3,330 | $3,136 | $194 | $194 | |
| 175. CAPITAL ONE FINL CORP COM | 2013-04-10 | 2014-05-01 | $12,951 | $9,818 | $3,133 | $3,133 | |
| 65. CATERPILLAR INC | 2012-11-29 | 2014-09-18 | $6,747 | $5,582 | $1,165 | $1,165 | |
| 130. CHEVRONTEXACO CORP COM | 2010-10-11 | 2014-09-18 | $16,131 | $10,890 | $5,241 | $5,241 | |
| 30. CHUBB CORP | 2013-10-01 | 2014-01-23 | $2,642 | $2,674 | -$32 | -$32 | |
| 465. CISCO SYSTEMS | 2012-11-29 | 2014-02-06 | $10,402 | $8,851 | $1,551 | $1,551 | |
| 175. CISCO SYSTEMS | 2013-10-01 | 2014-02-06 | $3,915 | $4,081 | -$166 | -$166 | |
| 310. COACH | 2014-12-18 | $11,257 | $15,387 | -$4,130 | -$4,130 | ||
| 400. COGNIZANT TECHNOLOGY SOLUTIONS CL A | 2013-10-02 | 2014-09-18 | $18,068 | $16,738 | $1,330 | $1,330 | |
| 6000. CONOCOPHILLIPS 4.75% 02/01/2014 | 2009-02-02 | 2014-02-01 | $6,000 | $6,000 | |||
| 475. CORNING INC | 2014-09-18 | $9,809 | $7,091 | $2,718 | $2,718 | ||
| 85. DUPONT & CO | 2005-11-10 | 2014-09-18 | $6,040 | $3,566 | $2,474 | $2,474 | |
| 55. EMERSON ELECTRIC CO | 2011-11-10 | 2014-09-18 | $3,562 | $2,779 | $783 | $783 | |
| 170. EXXON MOBIL CORP COM | 1989-09-22 | 2014-09-18 | $16,443 | $1,829 | $14,614 | $14,614 | |
| 155. EXXON MOBIL CORP COM | 2013-10-02 | 2014-09-18 | $14,992 | $13,322 | $1,670 | $1,670 | |
| 70. GALLAGHER ARTHUR J & CO COM | 2014-08-14 | 2014-09-18 | $3,187 | $3,208 | -$21 | -$21 | |
| 195. GENERAL ELECTRIC CO | 2013-03-06 | 2014-09-18 | $5,113 | $4,641 | $472 | $472 | |
| 25000. GENWORTH FINL INC 6.515% 05/22/2018 | 2008-05-21 | 2014-08-12 | $28,345 | $24,813 | $3,532 | $3,532 | |
| 25000. HSBC FIN CORP 5.6% 04/15/2014 | 2008-04-16 | 2014-04-15 | $25,000 | $25,000 | |||
| 250. HEALTHCARE SVCS GROUP INC | 2014-09-18 | 2014-11-21 | $7,475 | $7,055 | $420 | $420 | |
| 155. HEALTHCARE SVCS GROUP INC | 2012-12-07 | 2014-11-21 | $4,635 | $3,653 | $982 | $982 | |
| 70. HOME DEPOT INC | 2011-07-08 | 2014-09-18 | $6,436 | $2,557 | $3,879 | $3,879 | |
| 80. INGREDION INC | 2013-07-09 | 2014-09-18 | $6,365 | $5,501 | $864 | $864 | |
| 145. INGREDION INC | 2014-12-18 | $12,088 | $9,752 | $2,336 | $2,336 | ||
| 30. INTERNATL BUSINESS MACHINES | 2014-09-18 | 2014-11-10 | $4,916 | $5,816 | -$900 | -$900 | |
| 30. INTERNATL BUSINESS MACHINES | 2011-12-19 | 2014-11-10 | $4,916 | $5,511 | -$595 | -$595 | |
| 60. JOHNSON & JOHNSON | 2014-09-18 | $6,412 | $3,211 | $3,201 | $3,201 | ||
| 130. KAR AUCTION SVCS INC | 2014-05-01 | 2014-09-18 | $3,944 | $3,919 | $25 | $25 | |
| 280. KOHLS CORP | 2014-02-06 | $14,472 | $14,330 | $142 | $142 | ||
| 50. MCDONALD'S CORP | 2013-10-01 | 2014-08-14 | $4,679 | $4,799 | -$120 | -$120 | |
| 100. MCDONALD'S CORP | 2010-10-11 | 2014-08-14 | $9,359 | $7,575 | $1,784 | $1,784 | |
| 205. MICROSOFT CORP | 2012-07-02 | 2014-09-18 | $9,527 | $6,242 | $3,285 | $3,285 | |
| 135. MICROCHIP TECHNOLOGY INC COM | 2011-12-19 | 2014-09-18 | $6,608 | $4,637 | $1,971 | $1,971 | |
| 215. NUCOR CORP COM | 2014-03-05 | $10,862 | $8,745 | $2,117 | $2,117 | ||
| 90. NUCOR CORP COM | 2013-10-01 | 2014-03-05 | $4,547 | $4,400 | $147 | $147 | |
| 75. PEPSICO INC | 2004-12-09 | 2014-09-18 | $7,001 | $3,878 | $3,123 | $3,123 | |
| 60. PROCTER & GAMBLE CO | 2005-11-10 | 2014-09-18 | $5,057 | $3,363 | $1,694 | $1,694 | |
| 70. SCOTTS MIRACLE GRO CO CL A | 2014-03-05 | 2014-09-18 | $3,939 | $4,015 | -$76 | -$76 | |
| 120. SMUCKER J M CO COM NEW | 2012-09-06 | 2014-03-18 | $11,615 | $10,391 | $1,224 | $1,224 | |
| 25. SMUCKER J M CO COM NEW | 2013-10-01 | 2014-03-18 | $2,420 | $2,625 | -$205 | -$205 | |
| 50. TARGET CORP COM | 2012-12-07 | 2014-09-18 | $3,201 | $3,111 | $90 | $90 | |
| 45. UNITED PARCEL SVC INC CL B | 2011-10-21 | 2014-09-18 | $4,480 | $3,149 | $1,331 | $1,331 | |
| 600. VERIZON COMMUNICATIONS COM | 2013-10-02 | 2014-09-18 | $29,683 | $28,056 | $1,627 | $1,627 | |
| 115. WATSCO INC | 2013-10-02 | 2014-09-18 | $10,213 | $10,781 | -$568 | -$568 | |
| 150. WELLS FARGO & CO NEW COM | 2012-07-23 | 2014-09-18 | $7,944 | $5,005 | $2,939 | $2,939 | |
| 25. XCEL ENERGY INC COM | 2013-10-01 | 2014-09-18 | $772 | $694 | $78 | $78 | |
| 155. XCEL ENERGY INC COM | 2014-09-18 | $4,788 | $4,156 | $632 | $632 | ||
| 380. SEADRILL LIMITED SHS | 2014-09-18 | 2014-10-15 | $8,687 | $11,597 | -$2,910 | -$2,910 | |
| CAPITAL GAIN DIVIDENDS | $731 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,558 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $61,998 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,315,289 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047136 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,810 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,250,366 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051033 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,910 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,231,713 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04458 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,357 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,180,233 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04182 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $46,005 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,099,974 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041824 | DistributionYr5Rt |
| Total Distribution | 0.226393 | TotalDistributionRt |
| Average Distribution | 0.045279 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,372,683 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $62,154 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,090 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,244 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $69,019 | 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 | $1,090 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,090 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,090 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,364 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,364 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,274 | OverpaymentAmt |
| Applied To ES Tax | $273 | AppliedToESTaxAmt |
| Refund | $1,001 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Washington Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4013481234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BROAD STREET | AddressLine1Txt |
| City | WESTERLY | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2012 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| The Washington Trust Company | ||||||
| 23 Broad Street | Westerly | RI | 02891 | Trustee | 1 | $11,295 |
| Pamela Crandall | ||||||
| Avondale Hills | Westerly | RI | 02891 | Officer | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,327,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,393,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,393,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,904 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,372,683 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,634 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,634 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,090 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,090 | TotalTaxAmt |
| Distributable Before Adj | $67,544 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,544 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,544 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,019 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $69,019 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,090 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,929 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,544 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,069 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,019 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,069 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,950 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,594 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Pamela Crandall | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Winward Drive | AddressLine1Txt |
| City | Westerly | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4013481300 | RecipientPhoneNum |
| Form And Info And Materials | Informal letter to Pamela Crandall None None | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None None None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHORUS OF WESTERLY | ||||||||
| HIGH STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| WESTERLY PUBLIC LIBRARY & WILCOX | ||||||||
| BROAD STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | PARK |
| WOOD RIVER HEALTH SERVICES | ||||||||
| 823 MAIN STREET | HOPE VALLEY | RI | 02832 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | |
| SOUTH COUNTY HOSIPTAL | ||||||||
| 100 KENYON AVENUE | WAKEFIELD | RI | 02879 | NONE | PUBLIC CHARITY | IN MEMORY OF CAROL | $250 | |
| ARTISTS COOPERATIVE GALLERY OF | ||||||||
| HIGH STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $500 | WESTERLY |
| ASHAWAY VOLUNTEER FIRE DEPARTMENT | ||||||||
| 213 MAIN STREET | ASHAWAY | RI | 02804 | NONE | PUBLIC CHARITY | OPERATING FUNDS | $500 | |
| ASHAWAY FREE LIBRARY | ||||||||
| 15 KNIGHT STREET | ASHAWAY | RI | 02804 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| AUDUBON SOCIETY OF RHODE ISLAND | ||||||||
| 12 SANDERSON ROAD | SMITHFIELD | RI | 02917 | NONE | PUBLIC CHARITY | KIMBALL REFUGE OPERATIONS | $500 | |
| CONNECTICUT COLLEGE | ||||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| DANA HALL | ||||||||
| PO BOX 9010 | Wellesley | MA | 02482 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | |
| DENISON PEQUOTSEPOS NATURE CENTER | ||||||||
| 109 PEQUOTSEPOS ROAD | MYSTIC | CT | 06355 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| RENAISSANCE CITY THEATER | ||||||||
| 1 GRANITE STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| HOPE VALLEY AMBULANCE SQUAD | ||||||||
| 5 FAIRVIEW AVENUE | HOPE VALLEY | RI | 02832 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| HOPE VALLEY FIRE DEPARTMENT | ||||||||
| MAIN STREET | HOPE VALLEY | RI | 02832 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| INTERNATIONAL TENNIS HALL OF FAME | ||||||||
| 194 BELLEVUE AVENUE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| JONNYCAKE CENTER OF WESTERLY | ||||||||
| 23 INDUSTRIAL DRIVE | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| LITERACY VOLUNTEERS OF WASHINGTON | ||||||||
| 93 TOWER STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | COUNTY |
| MEALS ON WHEELS OF RHODE ISLAND | ||||||||
| 70 BATH STREET | PROVIDENCE | RI | 02908 | NONE | PUBLIC CHARITY | OPERATIONS | $2,000 | |
| NARRAGANSETT COUNCIL OF BOY SCOUTS | ||||||||
| 10 RISHO AVENUE | EAST PROVIDENCE | RI | 02914 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | |
| NATURE CONSERVANCY | ||||||||
| 159 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | OPERATIONS | $3,000 | |
| BABCOCK SMITH HOUSE MUSEUM | ||||||||
| GRANITE STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| SAVE THE BAY | ||||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PUBLIC CHARITY | OPERATIONS | $2,000 | |
| ST PAUL'S SCHOOL | ||||||||
| 1789 BROAD STREET | CRANSTON | RI | 02905 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 | |
| STAND UP FOR ANIMALS | ||||||||
| 33 LARRY HIRSCH LANE | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $2,000 | |
| TRINITY COLLEGE | ||||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| UNITED WAY | ||||||||
| 50 VALLEY STREET | PROVIDENCE | RI | 02909 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| VNS HOME HEALTH CARE OF WESTERLY | ||||||||
| 11 WELLS STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| WARM CENTER | ||||||||
| 56 SPRUCE STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| WESTERLY ARMORY RESTORATION | ||||||||
| 8 DIXON STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| WESTERLY-PAWCATUCK CHAMBER OF | ||||||||
| 1 CHAMBER WAY | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | COMMERCE |
| WESTERLY LAND TRUST | ||||||||
| 10 HIGH STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $3,000 | |
| WOOD-PAWCATUCK WATERSHED ASSOC | ||||||||
| 203 ARCADIA ROAD | HOPE VALLY | RI | 02832 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| OCEAN STATE COMMUNITY YMCA | ||||||||
| 95 HIGH STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $15,000 | |
| HOPKINTON LAND TRUST | ||||||||
| PO BOX | HOPKINTON | RI | 02832 | NONE | PUBLIC CHARITY | OPERATIONAL | $1,000 | |
| RI CENTER ASSISTING THOSE IN NEED | ||||||||
| 805 ALTON CAROLINA ROAD | CHARLESTOWN | RI | 02813 | NONE | PUBLIC CHARITY | OPERATIONAL | $4,000 | |
| WILDLIFE REHABILITATION ASSOCIATION | ||||||||
| 25 SHERMANTOWN ROAD | NORTH KINGSTOWN | RI | 02874 | NONE | PUBLIC CHARITY | OPERATIONAL | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,158 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,558 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $116,716 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,716 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,050 | Amt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSACTIONS POSTED AFTER PERIOD END | $3,307 |
| FOREIGN TAX ADJUSTMENT FOR MUTUAL FUND FACTORING | $100 |
| ADJUSTMENT FOR FACTORING & ROUNDING | $62 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $50 | $50 | $0 |
| OTHER NON-ALLOCABLE EXPENSE - | $433 | $433 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSACTIONS POSTED FOR PRIOR PERIOD | $373 |
| AMENDMENTS/REVERSALS POSTED FOR PRIOR PERIOD | $3,117 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $102 | $102 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,969 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $2,364 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $51 | $51 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $49 | $49 | $0 |
Comments