POBBLE STONE FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
POBBLE STONE FOUNDATION (EIN 13-6208422)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-13
IRS object ID
201111339349100746
Schema version
2010v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-13T13:15:13-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1951 NORTH MAIN STREETAddressLine1
CityPROVIDENCECity
StateRIState
ZIP Code02904ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN136208422EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE SHARPE FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSHARNameControl
Phone3126306000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O NORTHERN TRUST 50 LASALLEAddressLine1
Address Line2STREETAddressLine2
CityCHICAGOCity
StateILState
ZIP Code60675ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHENRY D SHARPE JRName
TitleTRUSTEETitle
Phone3126306000Phone
Date Signed2011-05-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDEBORAH A HOPKINSName
Phone4012742001Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY27244320FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss252742DividendsRevAndExpnss
Dividends Net Invst Incm252742DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss801793NetGainSaleAssetsRevAndExpnss
Capital Gain Net Incm Net Invst Incm801793CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss204OtherIncomeRevAndExpnss
Other Income Net Invst Incm204OtherIncomeNetInvstIncm
Total Revenue And Expenses1054739TotalRevenueAndExpenses
Total Net Investment Income1054739TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss22100AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm22100AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss158517OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm158517OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss37TaxesRevAndExpnss
Taxes Net Invst Incm2TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss180654TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm180619TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1176500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps1176500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss1357154TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm180619TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps1176500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-302415ExcessOfRevenueOverExpenses
Net Investment Income874120NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY2CashBOY
Savings And Temp Cash Invst BOY2864109SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1458850SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1458850SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY17523569InvestmentsCorpStockBOY
Investments Corp Stock EOY18626415InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV25785470InvestmentsCorpStockEOYFMV
Total Assets BOY20387680TotalAssetsBOY
Total Assets EOY20085265TotalAssetsEOY
Total Assets EOYFMV27244320TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY20387680CapitalStockBOY
Capital Stock EOY20085265CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY20387680TotalNetAssetsBOY
Total Net Assets EOY20085265TotalNetAssetsEOY
Total Liabilities Net Assets BOY20387680TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY20085265TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY20387680TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-302415ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal20085265Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY20085265TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetPUBLICLY TRADED SECURITIES: AVAILABLE UPON REQUESTDescriptionOfAsset
Gain Or Loss801793GainOrLoss
Gains Minus Excess Or Losses801793GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income801793CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year11082707QualifyingDistributionsYear1
Noncharitable Assets Year120621883NoncharitableAssetsYear1
Distribution Ratio Year10.052503DistributionRatioYear1
Qualifying Distributions Year21433550QualifyingDistributionsYear2
Noncharitable Assets Year230569251NoncharitableAssetsYear2
Distribution Ratio Year20.046895DistributionRatioYear2
Qualifying Distributions Year31784596QualifyingDistributionsYear3
Noncharitable Assets Year338063086NoncharitableAssetsYear3
Distribution Ratio Year30.046885DistributionRatioYear3
Qualifying Distributions Year41586620QualifyingDistributionsYear4
Noncharitable Assets Year431382636NoncharitableAssetsYear4
Distribution Ratio Year40.050557DistributionRatioYear4
Qualifying Distributions Year51377058QualifyingDistributionsYear5
Noncharitable Assets Year530839130NoncharitableAssetsYear5
Distribution Ratio Year50.044653DistributionRatioYear5
Total Distribution Ratio0.241493TotalDistributionRatio
Average Distribution Ratio0.048299AverageDistributionRatio
Net Noncharitable Assets24073395NetNoncharitableAssets
Adjusted Noncharitable Assets1162721AdjustedNoncharitableAssets
One Percent Net Investment Income8741OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One1171462AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1176500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax8741InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal8741Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income8741TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment12650EstTaxPaymentsAndOverpayment
Total Credits And Payments12650TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Overpayment3909Overpayment
Amount Credited To Next Year3909AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithRIStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameNORTHERN TRUST COBooksInCareOfPersonName
Books In Care Of Phone Number3126306000BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line150 SOUTH LASALLE STREETAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60675ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
HENRY D SHARPE JR
POJAC POINT ROADNORTH KINGSTOWNRI02852TRUSTEE1.00000
PEGGY B SHARPE
POJAC POINT ROADNORTH KINGSTOWNRI02852TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities21732950AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances2707045AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets24439995TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets24439995AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable366600CashDeemedCharitable
Net Noncharitable Assets24073395NetNoncharitableAssets
Minimum Investment Return1203670MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1203670MinimumInvestmentReturn
Tax Based On Investment Income8741TaxBasedOnInvestmentIncome
Total Tax8741TotalTax
Distributable Amount Before Adj1194929DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1194929DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1194929DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1176500ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions1176500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm8741OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions1167759AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1194929DistributableAmountAsAdjusted
Undistributed Income Prior Year288462UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions1176500QualifyingDistributions
Applied To Year1288462AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year888038AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY306891UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameHENRY D SHARPE JR CO AMY E SZOSTAKRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1NORTHERN TRUST 50 S LASALLE STREETAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60675ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number3126306000RecipientPhoneNumber
Form And Info And MaterialsA LETTER DESCRIBING (1) THE PROPOSED PURPOSE FOR THE GRANT, (2) THE OPERATIONS AND HISTORY OF THE PETITIONING ORGANIZATION, AND (3) THE EXEMPT STATUS OF THE ORGANIZATION.FormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (108 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AFS-USA INC
198 MADISON AVENUE 8TH FLOORNEW YORKNY10016NONEPUBLIC CHARITIESEDUCATION$3,000
AIDS PROJECT RHODE ISLAND
232 WEST EXCHANGE STREETPROVIDENCERI02903NONEPUBLIC CHARITIESCHARITABLE$1,000
AS 220
115 EMPIRE STREETPROVIDENCERI02903NONEPUBLIC CHARITIESCHARITABLE$1,000
AUDUBON SOCIETY OF RI
12 SANDERSON ROADSMITHFIELDRI02917NONEPUBLIC CHARITIESCHARITABLE$9,500
BROWN UNIVERSITY
OFFICE OF DEVELOPMENT BOX 1893PROVIDENCERI02912NONEPUBLIC CHARITIESEDUCATION$67,500
BUTLER HOSPITAL
345 BLACKSTONE BOULEVARDPROVIDENCERI02906NONEPUBLIC CHARITIESCHARITABLE$2,000
CAPITAL GOOD FUND
26 7TH STREETPROVIDENCERI02906NONEPUBLIC CHARITIESCHARITABLE$5,000
CERES
99 CHAUNCY STREET 6TH FLBOSTONMA02111NONEPUBLIC CHARITIESCHARITABLE$10,000
CHURCH OF THE REDEEMER
655 HOPE STREETPROVIDENCERI02906NONEPUBLIC CHARITIESCHARITABLE$3,000
CITY YEAR OF RHODE ISLAND
77 EDDY STREET FL 2PROVIDENCERI02903NONEPUBLIC CHARITIESCHARITABLE$1,000
COLLEGE OF THE ATLANTIC
105 EDEN STREETBAR HARBORME04609NONEPUBLIC CHARITIESEDUCATION$135,000
COMMUNITY PREP
126 SOMERSET STREETPROVIDENCERI02907NONEPUBLIC CHARITIESEDUCATION$1,000
COMMUNITY WORKS
25 WEST STREETBOSTONMA02111NONEPUBLIC CHARITIESCHARITABLE$1,500
CONCORD COMMUNITY CHEST
111 OLD ROAD TO NINE ACRE CORNERCONCORDMA01742NONEPUBLIC CHARITIESCHARITABLE$10,000
CONCORD EDUCATION FUND
PO BOX 202CONCORDMA01742NONEPUBLIC CHARITIESEDUCATION$1,000
CONCORD LAND CONSERVATION TRUST
PO BOX 141CONCORDMA01742NONEPUBLIC CHARITIESCHARITABLE$1,000
CONCORD LIBRARY
129 MAIN STREETCONCORDMA01742NONEPUBLIC CHARITIESCHARITABLE$11,000
CONCORD MUSEUM
200 LEXINGTON ROAD PO BOX 146CONCORDMA01742NONEPUBLIC CHARITIESCHARITABLE$2,000
CONSERVATION LAW FOUNDATION
55 DORRANCE STREETPROVIDENCERI02903NONEPUBLIC CHARITIESCHARITABLE$27,000
CROSSROADS RHODE ISLAND
160 BROAD STREETPROVIDENCERI02903NONEPUBLIC CHARITIESCHARITABLE$3,000
CYCLE KIDS
5 JFK STREET SUITE 205CAMBRIDGEMA02138NONEPUBLIC CHARITIESCHARITABLE$4,000
DEERFIELD ACADEMY
7 BOYDEN LANE PO BOX 87DEERFIELDMA01342NONEPUBLIC CHARITIESEDUCATION$5,000
DORCAS PLACE
220 ELMWOOD AVENUEPROVIDENCERI02907NONEPUBLIC CHARITIESEDUCATION$1,000
DUTCH ISLAND LIGHTHOUSE SOCIETY
PO BOX 435SAUNDERSTOWNRI02874NONEPUBLIC CHARITIESCHARITABLE$500
EARTHWATCH INSTITUTE
3 CLOCK TOWER PLACE SUITE 100MAYNARDMA01754NONEPUBLIC CHARITIESCHARITABLE$4,000
EMERSON UMBRELLA CENTER FOR THE ARTS
40 STOW STREETCONCORDMA01742NONEPUBLIC CHARITIESCHARITABLE$3,600
FAMILY SERVICE
PO BOX 6688PROVIDENCERI029406688NONEPUBLIC CHARITIESCHARITABLE$1,000
FIRST PARISH IN CONCORD
20 LEXINGTON ROADCONCORDMA01742NONEPUBLIC CHARITIESRELIGIOUS$1,600
FOREST SOCIETY OF MAINE
115 FRANKLIN ST 3RD FLOORBANGORME04401NONEPUBLIC CHARITIESCHARITABLE$1,000
FRENCHMAN BAY CONSERVANCY
71 TIDAL FALLS ROAD PO BOX 150HANCOCKME04640NONEPUBLIC CHARITIESCHARITABLE$50,000
FUND FOR COMMUNITY PROGRESS
1604 BROAD STREETPROVIDENCERI02905NONEPUBLIC CHARITIESCHARITABLE$1,000
GROUNDWORK PROVIDENCE
69 WASHINGTON STREETPROVIDENCERI02903NONEPUBLIC CHARITIESCHARITABLE$5,000
GROW SMART RHODE ISLAND
235 PROMENADE STREET SUITE 550PROVIDENCERI02908NONEPUBLIC CHARITIESCHARITABLE$5,000
HISTORIC NEW ENGLAND
141 CAMBRIDGE STREETBOSTONMA02114NONEPUBLIC CHARITIESEDUCATION$5,000
INTERNATIONAL INSTITUTE OF RHODE ISLAND
645 ELMWOOD AVENUEPROVIDENCERI02907NONEPUBLIC CHARITIESCHARITABLE$5,000
JOHN HOPE SETTLEMENT HOUSE
7 THOMAS P WHITTEN WAYPROVIDENCERI02903NONEPUBLIC CHARITIESCHARITABLE$1,000
KENT COUNTY HOSPITAL
455 TOLL GATE ROADWARWICKRI02886NONEPUBLIC CHARITIESCHARITABLE$30,000
LAND CONSERVANCY OF NORTH KINGSTOWN
PO BOX 1499NORTH KINGSTOWNRI02852NONEPUBLIC CHARITIESCHARITABLE$500
LAND TRUST ALLIANCE
1331 H ST NW SUITE 400WASHINGTONDC200054734NONEPUBLIC CHARITIESCHARITABLE$11,000
LAWRENCE ACADEMY
26 POWDERHOUSE ROAD PO BOX 992GROTONMA01450NONEPUBLIC CHARITIESEDUCATION$2,000
LOWELL COMMUNITY HEALTH CENTER
585-597 MERRIMACK STREETLOWELLMA01854NONEPUBLIC CHARITIESCHARITABLE$18,000
MADEIRA SCHOOL
8328 GEORGETOWN PIKEMCLEANVA22102NONEPUBLIC CHARITIESEDUCATION$2,000
MAINE COAST HERITAGE TRUST
BOWDOIN MILL 1 MAIN STREET STE 201TOPSHAMME04086NONEPUBLIC CHARITIESCHARITABLE$1,500
MAINE COAST MEMORIAL HOSPITAL
50 UNION STREETELLSWORTHME04605NONEPUBLIC CHARITIESCHARITABLE$2,000
MAINE SEACOAST MISSION
127 WEST STREETBAR HARBORME04609NONEPUBLIC CHARITIESCHARITABLE$1,000
MDI BIOLOGICAL LABORATORY
PO BOX 35 OLD BAR HARBOR ROADSALISBURY COVEME04672NONEPUBLIC CHARITIESCHARITABLE$1,000
MOSES BROWN SCHOOL
250 LLOYD AVENUEPROVIDENCERI02906NONEPUBLIC CHARITIESEDUCATION$1,000
MOUNT DESERT ISLAND BIOLOGICAL LABORATORY
OLD BAR HARBOR ROAD PO BOX 35SALISBURY COVEME04672NONEPUBLIC CHARITIESCHARITABLE$1,000
NARROW RIVER LAND TRUST
PO BOX 641SOUTH KINGSTOWNRI028800899NONEPUBLIC CHARITIESCHARITABLE$8,000
NARROW RIVER PRESERVATION ASSOCIATION
PO BOX 8SAUNDERSTOWNRI02874NONEPUBLIC CHARITIESCHARITABLE$1,500
NASHOBA BROOKS SCHOOL
200 STRAWBERRY HILL ROADCONCORDMA01742NONEPUBLIC CHARITIESEDUCATION$55,000
NATURESERVE
1101 WILSON BOULEVARD 15TH FLOORARLINGTONVA22209NONEPUBLIC CHARITIESCHARITABLE$1,000
NORMAN BIRD SANCTUARY
583 THIRD BEACH ROADMIDDLETOWNRI02842NONEPUBLIC CHARITIESCHARITABLE$500
NORTH KINGSTOWN FREE LIBRARY
100 BOONE STNORTH KINGSTOWNRI02852NONEPUBLIC CHARITIESEDUCATION$500
OBERLIN COLLEGE
101 NORTH PROFESSOR STREETOBERLINOH44074NONEPUBLIC CHARITIESEDUCATION$85,900
PAUL CUFFEE SCHOOL
459 PROMENADE STREETPROVIDENCERI02908NONEPUBLIC CHARITIESEDUCATION$1,000
PHILLIPS EXETER ACADEMY
20 MAIN STREETEXETERNH038332460NONEPUBLIC CHARITIESEDUCATION$5,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
434 WEST 33RD STREETNEW YORKNY10001NONEPUBLIC CHARITIESCHARITABLE$2,000
PLANNED PARENTHOOD OF MASSACHUSETTS
631 LINCOLN STREETWORCESTERMA01605NONEPUBLIC CHARITIESCHARITABLE$2,000
PLANNED PARENTHOOD OF RHODE ISLAND
111 POINT STREETPROVIDENCERI02903NONEPUBLIC CHARITIESCHARITABLE$10,000
PROVIDENCE COMMUNITY LIBRARY
441 PRAIRIE AVENUEPROVIDENCERI02905NONEPUBLIC CHARITIESEDUCATION$4,000
PROVIDENCE PRESERVATION SOCIETY
21 MEETING STREETPROVIDENCERI02903NONEPUBLIC CHARITIESCHARITABLE$2,500
PROVIDENCE PUBLIC LIBRARY
225 WASHINGTON STREETPROVIDENCERI02903NONEPUBLIC CHARITIESEDUCATION$1,000
RHODE ISLAND COMMUNITY FOOD BANK
200 NIANTIC AVENUEPROVIDENCERI02907NONEPUBLIC CHARITIESCHARITABLE$15,000
RHODE ISLAND COUNCIL FOR THE HUMANITIES
131 WASHINGTON STREET SUITE 210PROVIDENCERI02903NONEPUBLIC CHARITIESCHARITABLE$1,000
RHODE ISLAND FREE CLINIC
655 BROAD STREETPROVIDENCERI02903NONEPUBLIC CHARITIESCHARITABLE$5,000
RHODE ISLAND HOSPITAL FOUNDATION
ONE UNION STATIONPROVIDENCERI02903NONEPUBLIC CHARITIESCHARITABLE$5,000
RHODE ISLAND LAND TRUST COUNCIL
PO BOX 633SAUNDERSTOWNRI02874NONEPUBLIC CHARITIESCHARITABLE$10,000
RHODE ISLAND NATURAL HISTORY SURVEY
1 GREENHOUSE RDKINGSTONRI02881NONEPUBLIC CHARITIESCHARITABLE$10,000
RHODE ISLAND PUBLIC EXPENDITURE COUNCIL
300 RICHMOND STREET SUITE 200PROVIDENCERI02903NONEPUBLIC CHARITIESCHARITABLE$7,500
RHODE ISLAND PUBLIC RADIO
ONE UNION STATIONPROVIDENCERI02903NONEPUBLIC CHARITIESEDUCATION$30,000
RHODE ISLAND SCHOOL OF DESIGN
PO BOX 242PROVIDENCERI02903NONEPUBLIC CHARITIESEDUCATION$15,000
RHODE ISLANDERS SPONSORING EDUCATION
17 GORDON AVENUEPROVIDENCERI02905NONEPUBLIC CHARITIESEDUCATION$3,500
RI ZOOLOGICAL SOCIETY
1000 ELMWOOD AVENUEPROVIDENCERI02907NONEPUBLIC CHARITIESCHARITABLE$2,000
ROBERT ABBE MUSEUM
PO BOX 286BAR HARBORME04609NONEPUBLIC CHARITIESEDUCATION$30,000
ROCKY HILL SCHOOL
530 IVES ROADEAST GREENWICHRI02818NONEPUBLIC CHARITIESEDUCATION$25,000
SANDRA FEINSTEIN GAMM THEATRE
172 EXCHANGE STREETPAWTUCKETRI02860NONEPUBLIC CHARITIESCHARITABLE$1,000
SARAH LAWRENCE COLLEGE
1 MEAD WAYBRONXVILLENY10708NONEPUBLIC CHARITIESEDUCATION$5,000
SAVE THE BAY INC
100 SAVE THE BAY DRIVEPROVIDENCERI02905NONEPUBLIC CHARITIESCHARITABLE$7,000
SOUTH COUNTY HOSPITAL
100 KENYON AVENUEWAKEFIELDRI02879NONEPUBLIC CHARITIESCHARITABLE$11,000
SOUTH KENT SCHOOL
40 BULLS BRIDGE ROADSOUTH KENTCT06785NONEPUBLIC CHARITIESEDUCATION$45,000
SOUTH KINGSTOWN LAND TRUST
313 MAIN STREET SUITE CWAKEFIELDRI02879NONEPUBLIC CHARITIESCHARITABLE$500
SOUTHSIDE COMMUNITY LAND TRUST
109 SOMERSET STREETPROVIDENCERI02907NONEPUBLIC CHARITIESCHARITABLE$1,000
ST PAUL'S CHURCH
55 MAIN STREETNORTH KINGSTOWNRI02852NONEPUBLIC CHARITIESRELIGIOUS$5,000
THE FOUNDATION FOR FREE FLIGHT
PO BOX 518DUNLAPCA93621NONEPUBLIC CHARITIESCHARITABLE$15,000
THE FRENCHMAN BAY CONSERVANCY
PO BOX 150HANCOCKME04640NONEPUBLIC CHARITIESCHARITABLE$1,000
THE MIRIAM HOSPITAL FOUNDATION
164 SUMMIT AVENUEPROVIDENCERI02906NONEPUBLIC CHARITIESCHARITABLE$5,000
THE NATURE CONSERVANCY- MAINE CHAPTER
14 MAINE STREET SUITE 401BRUNSWICKME04011NONEPUBLIC CHARITIESCHARITABLE$10,000
THE NATURE CONSERVANCY- MASSACHUSETTS CHAPTER
205 PORTLAND STREET SUITE 400BOSTONMA02114NONEPUBLIC CHARITIESCHARITABLE$2,000
THE NATURE CONSERVANCY- NATIONAL HEADQUARTERS
4245 N FAIRFAX DRIVE SUITE 100ARLINGTONVA22203NONEPUBLIC CHARITIESCHARITABLE$2,000
THE NATURE CONSERVANCY- RHODE ISLAND FIELD OFFICE
159 WATERMAN STREETPROVIDENCERI02906NONEPUBLIC CHARITIESCHARITABLE$20,000
THE PROVIDENCE ATHENAEUM
251 BENEFIT STREETPROVIDENCERI02903NONEPUBLIC CHARITIESEDUCATION$2,500
THE RHODE ISLAND HISTORICAL SOCIETY
110 BENEVOLENT STREETPROVIDENCERI02906NONEPUBLIC CHARITIESEDUCATION$2,000
THE SOMERVILLE HOMELESS COALITION
PO BOX 440436SOMERVILLEMA02144NONEPUBLIC CHARITIESCHARITABLE$3,000
THE WALDEN WOODS PROJECT
44 BAKER FARM ROADLINCOLNMA01773NONEPUBLIC CHARITIESCHARITABLE$1,000
TRINITY REPERTORY THEATRE
201 WASHINGTON STREETPROVIDENCERI02903NONEPUBLIC CHARITIESCHARITABLE$101,500
TRUSTEES OF RESERVATIONS
572 ESSEX STREETBEVERLYMA019151530NONEPUBLIC CHARITIESCHARITABLE$1,500
UNITARIAN UNIVERSALIST ASSOCIATION
25 BEACON STBOSTONMA02108NONEPUBLIC CHARITIESRELIGIOUS$3,000
UNITED WAY OF RHODE ISLAND
50 VALLEY STREETPROVIDENCERI02909NONEPUBLIC CHARITIESCHARITABLE$75,000
URI FOUNDATION
79 UPPER COLLEGE ROADKINGSTONRI02881NONEPUBLIC CHARITIESEDUCATION$2,500
WATERFIRE PROVIDENCE
101 REGENT AVENUEPROVIDENCERI02908NONEPUBLIC CHARITIESCHARITABLE$7,000
WBUR
890 COMMONWEALTH AVENUE 3RD FLOORBOSTONMA02215NONEPUBLIC CHARITIESCHARITABLE$4,200
WESTMINSTER UNITARIAN CHURCH
119 KENYON AVENUEEAST GREENWICHRI028182905NONEPUBLIC CHARITIESRELIGIOUS$28,500
WGBH RADIO & TV
PO BOX 200BOSTONMA02134NONEPUBLIC CHARITIESCHARITABLE$3,700
WILLETT FREE LIBRARY
45 FERRY ROAD PO BOX 178SAUNDERSTOWNRI02874NONEPUBLIC CHARITIESCHARITABLE$500
WOMEN & INFANTS HOSPITAL
101 DUDLEY STREETPROVIDENCERI02905NONEPUBLIC CHARITIESCHARITABLE$5,000
YMCA OF GREATER PROVIDENCE
371 PINE STREETPROVIDENCERI02903NONEPUBLIC CHARITIESCHARITABLE$5,000
YOUTH IN ACTION
672 BROAD STREETPROVIDENCERI02907NONEPUBLIC CHARITIESCHARITABLE$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year1176500TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$252,742ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$204ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$801,793ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$1,054,739ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA1054739TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$22,100Amount
Net Investment Income22100NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockCOMMON STOCKNameOfStock
EOY Book Value18626415EOYBookValue
EOYFMV25785470EOYFMV

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUS INCOMEDescription
Revenue And Expenses Per Books204RevenueAndExpensesPerBooks
Net Investment Income204NetInvestmentIncome
Adjusted Net Income204AdjustedNetIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT MGT FEESCategory
Amount$158,517Amount
Net Investment Income158517NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL TAX$3500
FOREIGN TAXES PAID$220

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