OLEAN FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OLEAN FOUNDATION (EIN 22-2496957)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-09
- IRS object ID
- 201143139349100104
- Schema version
- 2010v3.4
- 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
- Compensation Explanation
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-09T07:57:27-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOTHIE HOYT & FILIPPETTI LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 NEW LONDON RD | AddressLine1 |
| City | GROTON | City |
| State | CT | State |
| ZIP Code | 063404869 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222496957 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLEAN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OLEA | NameControl |
| Phone | 4013150143 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 AIRPORT ROAD | AddressLine1 |
| City | WESTERLY | City |
| State | RI | State |
| ZIP Code | 02891 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT MASTROFINO | Name |
| Title | FINANCE DIRECTOR | Title |
| Phone | 4013150143 | Phone |
| Date Signed | 2011-08-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL FILIPPETTI | Name |
| Phone | 8605363287 | Phone |
| Date Prepared | 2011-08-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 874503 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2640 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 8410 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 8410 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 8410 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 23218 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 23218 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 23218 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -8741 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 183145 | GrossSalesPrice |
| Other Income Rev And Expnss | 53350 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 53350 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 78877 | TotalRevenueAndExpenses |
| Total Net Investment Income | 31628 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 84978 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 3500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1750 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1750 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7412 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7412 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 7412 | OtherProfFeesAdjNetIncm |
| Taxes Rev And Expnss | 252 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 222 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 222 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 30 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 25999 | OtherExpensesRevAndExpnss |
| Other Expenses Adj Net Incm | 25999 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 37163 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9384 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 33633 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1780 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 63289 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 63289 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 100452 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9384 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 33633 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 65069 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -21575 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22244 | NetInvestmentIncome |
| Adjusted Net Income | 51345 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 25200 | CashBOY |
| Cash EOY | 25200 | CashEOY |
| Cash EOYFMV | 25200 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 59782 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2611 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2611 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 250 | AccountsReceivable |
| Accounts Receivable BOY | 1250 | AccountsReceivableBOY |
| Accounts Receivable EOY | 250 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 250 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 1213 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 1185 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1185 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 424926 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 524997 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 524997 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 330665 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 310660 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 310660 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 19012 | OtherAssetsBOY |
| Other Assets EOY | 9600 | OtherAssetsEOY |
| Other Assets EOYFMV | 9600 | OtherAssetsEOYFMV |
| Total Assets BOY | 862048 | TotalAssetsBOY |
| Total Assets EOY | 874503 | TotalAssetsEOY |
| Total Assets EOYFMV | 874503 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 554 | AccountsPayableBOY |
| Grants Payable BOY | 30607 | GrantsPayableBOY |
| Grants Payable EOY | 360 | GrantsPayableEOY |
| Total Liabilities BOY | 31161 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 360 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 821475 | UnrestrictedBOY |
| Unrestricted EOY | 874143 | UnrestrictedEOY |
| Temporarily Restricted BOY | 9412 | TemporarilyRestrictedBOY |
| Total Net Assets BOY | 830887 | TotalNetAssetsBOY |
| Total Net Assets EOY | 874143 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 862048 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 874503 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 830887 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -21575 | ExcessOfRevenueOverExpenses |
| Other Increases | 64831 | OtherIncreases |
| Subtotal | 874143 | Subtotal |
| Total Net Assets Fund Balances EOY | 874143 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| FIRST ALLIED SECURITIES | P | 2009-12-31 | 2010-12-31 | 48439 | 49209 | -770 | -770 |
| FIRST ALLIED SECURITIES | P | 2008-12-31 | 2010-12-31 | 134706 | 142677 | -7971 | -7971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -8741 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 35899 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 771135 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046553 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 80416 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 802251 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.100238 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 49896 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 840246 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.059383 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 41296 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 718923 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057441 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 42640 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 718923 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.059311 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.322926 | TotalDistributionRatio |
| Average Distribution Ratio | 0.064585 | AverageDistributionRatio |
| Net Noncharitable Assets | 857924 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 55409 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 222 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 55631 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 65069 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 222 | InvestmentIncomeExciseTax |
| Subtotal | 222 | Subtotal |
| Tax Based On Investment Income | 222 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 407 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 407 | TotalCreditsAndPayments |
| Overpayment | 185 | Overpayment |
| Amount Credited To Next Year | 185 | AmountCreditedToNextYear |
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 |
| Form990 PF Filed With AG | false | 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 | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | BOB MASTROFINO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4013150413 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 AIRPORT ROAD | AddressLine1 |
| City | WESTERLY | City |
| State | RI | State |
| ZIP Code | 02891 | ZIPCode |
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 | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| 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 |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL LENIHAN | |||||||||
| C/O OLEAN FOUNDATION INC | 101 AIRPORT ROAD | WESTERLY | RI | 02891 | PRESIDENT/TR | 2.00 | 0 | 0 | 0 |
| RALPH ABRUZZESE | |||||||||
| C/O OLEAN FOUNDATION INC | 101 AIRPORT ROAD | WESTERLY | RI | 02891 | VICE PRES. | 2.00 | 0 | 0 | 0 |
| BRUCE OLEAN | |||||||||
| C/O OLEAN FOUNDATION INC | 101 AIRPORT ROAD | WESTERLY | RI | 02891 | SECRETARY | 2.00 | 0 | 0 | 0 |
| BOB HOFFMAN | |||||||||
| C/O OLEAN FOUNDATION INC | 101 AIRPORT ROAD | WESTERLY | RI | 02891 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| DICK MANSFIELD | |||||||||
| C/O OLEAN FOUNDATION INC | 101 AIRPORT ROAD | WESTERLY | RI | 02891 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE FUNDS TO PROVIDERS OF HABILITATION AND REHABILITATION SERVICES SO THAT THEY CAN OPTIMALLY MEET THE NEEDS OF PERSONS WITH PHYSICAL, EMOTIONAL, MENTAL, SOCIAL, AND/OR VOCATIONAL DISABILITIES. | Description1 |
| Expenses1 | 63289 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 800255 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 70734 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 870989 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 870989 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13065 | CashDeemedCharitable |
| Net Noncharitable Assets | 857924 | NetNoncharitableAssets |
| Minimum Investment Return | 42896 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 42896 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 222 | TaxBasedOnInvestmentIncome |
| Total Tax | 222 | TotalTax |
| Distributable Amount Before Adj | 42674 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 42674 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 42674 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 65069 | ExpensesAndContributions |
| Qualifying Distributions | 65069 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 222 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 64847 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 42674 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 4994 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 6170 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 9586 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 40817 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 61567 | TotalExcessDistriCarryover |
| Qualifying Distributions | 65069 | QualifyingDistributions |
| Applied To Current Year | 42674 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 22395 | RemainingDistriFromCorpus |
| Total Corpus | 83962 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 4994 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 78968 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 6170 | ExcessFromYear4 |
| Excess From Year3 | 9586 | ExcessFromYear3 |
| Excess From Year2 | 40817 | ExcessFromYear2 |
| Excess From Current Year | 22395 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| FRANK OLEAN CENTER INC | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02981 | PROGRAM ACTIVITY FUNDS | $11,000 |
| FRANK OLEAN CENTER INC | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | SPECIAL OLYMPICS GOLF | $2,220 |
| FRANK OLEAN CENTER INC | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | CHANGING TABLE | $2,849 |
| FRANK OLEAN CENTER INC | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | STEPS PROGRAM | $4,371 |
| FRANK OLEAN CENTER INC | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | ART THERAPY | $5,200 |
| FRANK OLEAN CENTER INC | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | CHILDREN'S PROGRAM | $500 |
| FRANK OLEAN CENTER INC | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | PROGRAM ENRICHMENT FUND | $2,801 |
| FRANK OLEAN CENTER INC | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | LIFT SYSTEM | $3,700 |
| FRANK OLEAN CENTER INC | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | STEPS COMPUTER LAB | $5,500 |
| FRANK OLEAN CENTER INC | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | RESIDENTIAL VAN LEASE | $10,300 |
| FRANK OLEAN CENTER INC | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | LAPTOPS FOR CHILDREN SERVICES | $2,000 |
| FRANK OLEAN CENTER INC | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | TOWER STREET RENOVATIONS | $4,000 |
| FRANK OLEAN CENTER INC | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | FAIRFIELD DRIVE REPAIRS | $3,000 |
| FRANK OLEAN CENTER INC | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | SPECIAL OLYMPICS | $1,400 |
| FRANK OLEAN CENTER INC | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | CONSUMER NEEDS | $2,100 |
| COMMUNITY VOCATIONAL SVCS | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | SENSORY AND THERAPEUTIC ITEMS | $1,348 |
| COMMUNITY VOCATIONAL SVCS | |||||
| 101 AIRPORT ROAD | WESTERLY | RI | 02891 | ACTIVITY FUNDS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 63289 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,410 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23,218 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$8,741 | ExclusionAmount |
Net Income Loss From Special Events NetIncomeLossFromSpecialEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 27351 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,887 | ExclusionAmount |
| Related Or Exempt Function Income | 27351 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 50238 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 9 | ANNUAL GOLF TOURNEY TO RAISE FUNDS TO DISTRIBUTE TO NON |
| 9 | PROFIT ORGANIZATIONS WHICH MEET THE MISSION |
| 9 | STATEMENT OF THE FOUNDATION. |
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 | ACCOUNTING & AUDITING | Category |
| Amount | $3,500 | Amount |
| Net Investment Income | 1750 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1750 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| MICHAEL LENIHAN |
| RALPH ABRUZZESE |
| BRUCE OLEAN |
| BOB HOFFMAN |
| DICK MANSFIELD |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | RHODE ISLAND DOES NOT REQUIRE A COPY TO BE FILED WITH THE ATTORNEY GENERAL. | Statement |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| FIRST ALLIED SECURITIES A/C | 156559 | 156559 |
| FIRST ALLIED SECURITIES MM A/C | 154101 | 154101 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | FIRST ALLIED SECURITIES A/C | NameOfStock |
| EOY Book Value | 524997 | EOYBookValue |
| EOYFMV | 524997 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN LEAD TRUST | Description |
| BOY Book Value | 19012 | BOYBookValue |
| EOY Book Value | 9600 | EOYBookValue |
| EOYFMV | 9600 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| GOLF TOURNEY & OTHER FUNDR | ||
| COST OF GOODS SOLD | 25999 | 25999 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GOLF TOURNEY & OTHER FUNDR | Description |
| Revenue And Expenses Per Books | 53350 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 53350 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST | $188 |
| UNREALIZED GAINS | $64,643 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $7,412 | Amount |
| Net Investment Income | 7412 | NetInvestmentIncome |
| Adjusted Net Income | 7412 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|
| LICENSES | $30 | 30 | ||
| EXCISE TAXES | $222 | 222 | 222 |