SIMON W WARDWELL FOUNDATION: Form 990EZ, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
SIMON W WARDWELL FOUNDATION (EIN 45-3697597)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-13
IRS object ID
201332259349200018
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-08-13T09:25:35-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN050479760EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDSAGER BARTLETT & PIERONI LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE CATAMORE BLVDAddressLine1
CityEAST PROVIDENCECity
StateRIState
ZIP Code02914ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN453697597EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SIMON W WARDWELL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSIMONameControl
Phone4019449200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12000 CHAPEL VIEW BLVD NO 350AddressLine1
CityCRANSTONCity
StateRIState
ZIP Code02920ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJONATHAN K FARNUMName
TitlePRESIDENTTitle
Phone4019449200Phone
Date Signed2013-08-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCHRISTOPHER BARTLETT CPA CFPName
PTINP00189632PTIN
Phone4012729100Phone
Date Prepared2013-08-12DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Schedule B Not RequiredXScheduleBNotRequired
Web SiteN/AWebSite
Organization501c3XOrganization501c3
Gross Receipts400GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc400ContributionsGiftsGrantsEtc
Total Revenue400TotalRevenue
Other Expenses Total122OtherExpensesTotal
Total Expenses122TotalExpenses
Excess Or Deficit For Year278ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY0NetAssetsOrFundBalancesBOY
Other Changes In Net Assets0OtherChangesInNetAssets
Net Assets Or Fund Balances EOY278NetAssetsOrFundBalancesEOY

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY0BOY
EOY278EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY278EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY0BOY
EOY278EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Primary Exempt PurposeORGANIZATION WAS CREATED TO PROVIDE GRANTS, SUPPORT, ENDOWMENT AND ASSISTANCE TO, OR TO ENGAGE DIRECTLY IN ACTIVITIES THAT SUPPORT THE STUDYING, PLANNING, DESIGNING, ERECTING, CONSTRUCTING, ENHANCING, IMPROVING, MODERNIZING OR OPERATION IN RHODE ISLAND OF PUBLIC SERVICES INCLUDING HOSPITALS AND HEALTH CARE FACILITIES, EDUCATIONAL INSTITUTIONS, NURSING HOMES ETC. IN THE AREAS OF CENTRAL FALLS, PAWTUCKET, CUMBERLAND AND LINCOLN.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

FieldValueIRS element (for citing)
Description Program Service AccomFOUNDATION HAS YET TO BE FUNDED.DescriptionProgramServiceAccom
Grants And Allocations0GrantsAndAllocations
Program Service Expenses0ProgramServiceExpenses
FieldValueIRS element (for citing)
Total Program Service Expenses0TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (5 entries)

TitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JONATHAN K FARNUM
PRESIDENT0.00000
JOHN J PARTRIDGE
DIRECTOR0.00000
KENNETH W WASHBURN
TREASURER0.00000
FRANK W EDDLESTON
DIRECTOR0.00000
SANDRA E FARNUM
SECRETARY0.00000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Subject To Proxy Tax0SubjectToProxyTax
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledRIStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1SANDRA EFARNUMBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12645 HARKNEY HILL ROADAddressLine1
CityCOVENTRYCity
StateRIState
ZIP Code02816ZIPCode
FieldValueIRS element (for citing)
Telephone Number4019449200TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction With Control Entity0TransactionWithControlEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org0TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule A1FiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Non FuncXSupportingOrg509a3Type3NonFunc
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (2 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
OCEAN STATE CHARITIES TRUST
050390916CHARITABLE ORGANIZAT111$0
PAWTUCKET FOUNDATION
050511879CHARITABLE ORGANIZAT111$0
FieldValueIRS element (for citing)
Total Number Of Supported Orgs2TotalNumberOfSupportedOrgs
Sum Of Amounts0SumOfAmounts

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation

FieldValueIRS element (for citing)
IdentifierOTHER EXPENSESIdentifier
Return ReferenceFORM 990-EZ, PART I, LINE 16ReturnReference
ExplanationDESCRIPTION: SUPPLIES. AMOUNT: 122.Explanation

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.Declaration

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