ASHAWAY CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ASHAWAY CHARITABLE TRUST (EIN 05-6003255)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-08
- IRS object ID
- 201201299349100620
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-05-08T08:45:58-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 056003255 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHAWAY CHARITABLE TRUST 1045100263 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASHA | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BROAD STREET | AddressLine1 |
| City | WESTERLY | City |
| State | RI | State |
| ZIP Code | 02891 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THE WASHINGTON TRUST COMPANY | Name |
| Title | VICE PRESIDENT | Title |
| Date Signed | 2012-05-08 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1219974 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 49306 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 49306 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 33931 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 329358 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 33931 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 83237 | TotalRevenueAndExpenses |
| Total Net Investment Income | 83237 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 10640 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 7980 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 2660 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1020 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1020 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1224 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 312 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Other Expenses Rev And Expnss | 50 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 50 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 12934 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9362 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2660 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 52250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 52250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 65184 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9362 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 54910 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 18053 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 73875 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 78686 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 46576 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 46576 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 216014 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 341182 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 536470 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 610600 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 605033 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 636928 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 69097 | InvestmentsOtherBOY |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 974397 | TotalAssetsBOY |
| Total Assets EOY | 992791 | TotalAssetsEOY |
| Total Assets EOYFMV | 1219974 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 974397 | CapitalStockBOY |
| Capital Stock EOY | 992791 | CapitalStockEOY |
| Total Net Assets BOY | 974397 | TotalNetAssetsBOY |
| Total Net Assets EOY | 992791 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 974397 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 992791 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 974397 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 18053 | ExcessOfRevenueOverExpenses |
| Other Increases | 648 | OtherIncreases |
| Subtotal | 993098 | Subtotal |
| Other Decreases | 307 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 992791 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (20 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 25000. AT&T CORP 7.3% 11/15/2011 | 2008-10-31 | 2011-10-11 | 25163 | 25425 | -262 | -262 |
| 250. BROADCOM CORP COM | 2010-10-11 | 2011-12-19 | 7025 | 9230 | -2205 | -2205 |
| 379. CVS CORP COM | 2006-03-23 | 2011-07-08 | 14345 | 9085 | 5260 | 5260 |
| 30000. CHUBB CORP 6% DUE 11-15-2011 DTD 11-20-01 | 2002-08-02 | 2011-11-15 | 30000 | 31800 | -1800 | -1800 |
| 30000. CITIGROUP INC 6.5% DUE 1-18-11 DTD 1-16-01 | 2001-04-25 | 2011-01-18 | 30000 | 30541 | -541 | -541 |
| 95. CLOROX COMPANY | 2011-07-08 | 2011-07-21 | 7045 | 6453 | 592 | 592 |
| 200. EXXON MOBIL CORP COM | 1989-09-22 | 2011-12-19 | 15962 | 2152 | 13810 | 13810 |
| 2089.864 FEDERATED HIGH YIELD TRUST #38 | 1998-06-22 | 2011-12-19 | 11787 | 20000 | -8213 | -8213 |
| 2007.786 FEDERATED INCOME TRUST FUND #36 | 1987-03-30 | 2011-12-19 | 21423 | 21443 | -20 | -20 |
| 200. GENERAL ELECTRIC CO | 2003-12-15 | 2011-07-08 | 3762 | 6112 | -2350 | -2350 |
| 35000. GOLDMAN SACHS GRP 6.875% DUE 1-15-11 DTD 1-16-01 | 2001-11-23 | 2011-01-15 | 35000 | 36940 | -1940 | -1940 |
| 55000. HOUSEHOLD FIN CORP 6.75% DUE 10-15-11 DTD 10-23-01 | 2001-11-27 | 2011-10-15 | 55000 | 55991 | -991 | -991 |
| 125. LOCKHEED MARTIN CORP COM | 2010-10-11 | 2011-11-09 | 9627 | 8807 | 820 | 820 |
| 200. QUEST DIAGNOSTICS INC COM | 2003-12-15 | 2011-07-08 | 11870 | 7192 | 4678 | 4678 |
| 80. STERICYCLE INC | 2004-12-10 | 2011-07-08 | 7396 | 1854 | 5542 | 5542 |
| 120. STERICYCLE INC | 2004-12-10 | 2011-11-10 | 9406 | 2782 | 6624 | 6624 |
| 200. SYSCO CORP | 2003-12-15 | 2011-07-08 | 6228 | 7280 | -1052 | -1052 |
| 100. SYSCO CORP | 2010-10-11 | 2011-11-10 | 2755 | 2864 | -109 | -109 |
| 100. TARGET CORP COM | 2005-05-06 | 2011-12-19 | 5147 | 4704 | 443 | 443 |
| 205. 3M CO COM | 1992-06-30 | 2011-07-08 | 19927 | 4772 | 15155 | 15155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 33931 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 49357 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1180233 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04182 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 46005 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1099974 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.041824 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 64859 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1210894 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053563 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 67734 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1285568 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052688 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 66149 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1250137 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052913 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.242808 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048562 | AverageDistributionRatio |
| Net Noncharitable Assets | 1231713 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 59814 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 739 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 60553 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 54910 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1478 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1478 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1478 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1478 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 1478 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | AL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | false | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Washington Trust Company | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4013481234 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BROAD STREET | AddressLine1 |
| City | WESTERLY | City |
| State | RI | State |
| ZIP Code | 02891 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | true | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2011 | UndistributedIncomePriorYear1 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| The Washington Trust Company | ||||||
| 23 Broad Street | Westerly | RI | 02891 | Trustee | 1 | 10640 |
| Pamela Crandall | ||||||
| Avondale Hills | Westerly | RI | 02891 | Officer | 1 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1165892 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 84578 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1250470 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1250470 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18757 | CashDeemedCharitable |
| Net Noncharitable Assets | 1231713 | NetNoncharitableAssets |
| Minimum Investment Return | 61586 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 61586 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1478 | TaxBasedOnInvestmentIncome |
| Total Tax | 1478 | TotalTax |
| Distributable Amount Before Adj | 60108 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 60108 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 60108 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 54910 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 54910 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 54910 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 60108 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1901 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 54910 | QualifyingDistributions |
| Applied To Year1 | 1901 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 53009 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 7099 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Pamela Crandall | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Winward Drive | AddressLine1 |
| City | Westerly | City |
| State | RI | State |
| ZIP Code | 02891 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4013481300 | RecipientPhoneNumber |
| Form And Info And Materials | Informal letter to Pamela Crandall None None | FormAndInfoAndMaterials |
| Submission Deadlines | None None | SubmissionDeadlines |
| Restrictions On Awards | None None None | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (36 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| Literacy Volunteers of Was | ||||||||
| County | 93 TOWER STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $500 |
| Artist Co-Op | ||||||||
| 7 CANAL STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| Ashaway Volunteer Fire Dept | ||||||||
| BROAD STREET | Hopkinton | RI | 02804 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| Ashaway Free Library | ||||||||
| 15 KNIGHT STREET | Ashaway | RI | 02804 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| Audubon Society of RI | ||||||||
| 12 SANDERSON ROAD | Smithfield | RI | 02917 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |
| Connecticut College | ||||||||
| 270 MOHEGAN AVENUE | New London | CT | 06320 | NONE | PUBLIC CHARITY | CAPITAL | $1,000 | |
| Dana Hall | ||||||||
| 45 DANA ROAD | Wellesley | MA | 02482 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| Denison Pequotsepos Nature Center | ||||||||
| 109 PEQUOTSEPOS ROAD | Mystic | CT | 06355 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| First Seventh Day Baptist Church of | ||||||||
| Hopkinton | 8 CHURCH STREET | Ashaway | RI | 02804 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $500 |
| Hope Valley Ambulance Squad | ||||||||
| 5 FAIRVIEW AVENUE | Hope Valley | RI | 02832 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| Hope Valley Fire Department | ||||||||
| 996 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 | GROUNDS | $250 | |
| Jonnycake Center | ||||||||
| PO BOX 273 | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $2,000 | |
| Adult Day Center of Westerly | ||||||||
| 5 UNION STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| Literacy Volunteers of Washington | ||||||||
| County | 93 TOWER STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $500 |
| Narragansett Council of Boy Scouts | ||||||||
| 10 RISHO AVENUE | East Providence | RI | 02914 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| Nature Conservancy | ||||||||
| 159 WATERMAN STREET | Providence | RI | 02904 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 | |
| Babcock-Smith House Museum | ||||||||
| GRANITE STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | CAPITAL | $500 | |
| Save the Bay | ||||||||
| 100 SAVE THE BAY DRIVE | Providence | RI | 02905 | NONE | PUBLIC CHARITY | OPERATIONS | $3,000 | |
| St Paul's School | ||||||||
| 1789 BROAD STREET | Cranston | RI | 02905 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| Stand Up for Animals | ||||||||
| LARRY HIRSH DRIVE | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 | |
| Chorus of Westerly | ||||||||
| HIGH STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 | |
| Trinity College | ||||||||
| 300 SUMMIT STREET | Hartford | CT | 06106 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| United Way | ||||||||
| 50 VALLEY STREET | Providence | RI | 02909 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| VNS Home Health Center of Westerly | ||||||||
| 11 WELLS STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| Warm Shelter | ||||||||
| SPRUCE STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $2,000 | |
| Westerly Armory Restoration | ||||||||
| 8 DIXON STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | ARMORY RESTORATION | $500 | |
| Westerly-Pawcatuck Chamber of | ||||||||
| Commerce | POST ROAD | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $500 |
| Westerly Land Trust | ||||||||
| HIGH STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $3,000 | |
| Westerly Public Library & Wilcox | ||||||||
| Park | BROAD STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $500 |
| Wood-Pawcatuck Watershed Assoc | ||||||||
| 203 ARCADIA ROAD | Hope Valley | RI | 02832 | NONE | PUBLIC CHARITY | CONSERVATION | $500 | |
| Wood River Health Services | ||||||||
| 823 MAIN STREET | Hope Valley | RI | 02832 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| Westerly Senior Citizens Center | ||||||||
| 39 STATE STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| Ocean Community YMCA | ||||||||
| HIGH STREET | Westerly | RI | 02891 | NONE | PUBLIC CHARITY | CAPITAL | $15,000 | |
| Wheeler Library | ||||||||
| 101 MAIN STREET | North Stonington | CT | 06359 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| Renaissance City Theatre Inc | ||||||||
| 2343 SEVENTH AVENUE | New York | NY | 10030 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 52250 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $49,306 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $33,931 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $83,237 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 83237 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | Category |
| Amount | $1,020 | Amount |
| Net Investment Income | 1020 | NetInvestmentIncome |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TRANSACTIONS POSTED AFTER PERIOD END | $131 |
| ADJUSTMENT FOR MUTUAL FUND FACTORING | $176 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER NON-ALLOCABLE EXPENSE - | Description |
| Revenue And Expenses Per Books | 50 | RevenueAndExpensesPerBooks |
| Net Investment Income | 50 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TRANSACTIONS POSTED FOR PRIOR PERIOD | $148 |
| REVERSAL OF PRIOR YEAR UNCASHED CHECK | $500 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $160 | 160 | 0 |
| OTHER TAXES | $912 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $127 | 127 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $25 | 25 | 0 |