Civic Intelligence

Roberts Charitable Foundation Tr 2003

990PF • Fiscal year 2017 • EIN 22-6948512

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 08, 2018

Organization Profile
110 Airport Road No 104Westerly, RI 02891

(401) 596-1926

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

46th percentile

0.16x

Higher debt load relative to revenue than 46% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

62nd percentile

7.8%

Faster asset growth than 62% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$20,171,668

Up $1,452,365 (+7.8%) from 2016

Net Assets

Up

$19,971,668

Up $2,352,365 (+13%) from 2016

Liabilities

Down

$200,000

Down $900,000 (-82%) from 2016

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin90th percentile

Revenue

Up

$1,272,585

Up $1,292,854 (+6378%) from 2016

Expenses

Down

$599,481

Down $174,201 (-23%) from 2016

Net Income

Up

$673,104

Up $1,467,055 (+185%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $19,193,661Liabilities 2011: $02011Assets 2012: $18,548,260Liabilities 2012: $02012Assets 2013: $17,108,599Liabilities 2013: $02013Assets 2014: $17,464,862Liabilities 2014: $02014Assets 2015: $16,549,491Liabilities 2015: $0Net Assets 2015: $16,549,4912015Assets 2016: $18,719,303Liabilities 2016: $1,100,000Net Assets 2016: $17,619,3032016Assets 2017: $20,171,668Liabilities 2017: $200,000Net Assets 2017: $19,971,6682017Assets 2018: $18,424,710Liabilities 2018: $0Net Assets 2018: $18,424,7102018Assets 2019: $21,530,936Liabilities 2019: $0Net Assets 2019: $21,530,9362019Assets 2020: $24,790,835Liabilities 2020: $0Net Assets 2020: $24,790,8352020Assets 2021: $26,291,278Liabilities 2021: $12021Assets 2022: $20,363,165Liabilities 2022: $0Net Assets 2022: $20,363,1652022Assets 2023: $22,401,763Liabilities 2023: $12023Assets 2024: $23,773,586Liabilities 2024: $0Net Assets 2024: $23,773,5862024

Highlighted filing

2017

Assets$20,171,668
Liabilities$200,000
Net Assets$19,971,668
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $6,000,621Expenses 2011: $850,794Net Income 2011: $5,149,8272011Revenue 2012: -$132,652Expenses 2012: $877,476Net Income 2012: -$1,010,1282012Revenue 2013: $1,640,894Expenses 2013: $3,067,258Net Income 2013: -$1,426,3642013Revenue 2014: $1,401,870Expenses 2014: $989,870Net Income 2014: $412,0002014Revenue 2015: $1,290,630Expenses 2015: $2,318,196Net Income 2015: -$1,027,5662015Revenue 2016: -$20,269Expenses 2016: $773,682Net Income 2016: -$793,9512016Revenue 2017: $1,272,585Expenses 2017: $599,481Net Income 2017: $673,1042017Revenue 2018: $560,090Expenses 2018: $313,797Net Income 2018: $246,2932018Revenue 2019: $957,885Expenses 2019: $597,424Net Income 2019: $360,4612019Revenue 2020: $643,601Expenses 2020: $515,252Net Income 2020: $128,3492020Revenue 2021: $2,294,177Expenses 2021: $1,149,765Net Income 2021: $1,144,4122021Revenue 2022: $964,917Expenses 2022: $1,373,674Net Income 2022: -$408,7572022Revenue 2023: $782,879Expenses 2023: $1,101,698Net Income 2023: -$318,8192023Revenue 2024: $1,309,760Expenses 2024: $1,279,388Net Income 2024: $30,3722024

Highlighted filing

2017

Revenue$1,272,585
Expenses$599,481
Net Income$673,104
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Grant G Simmons IIITrustee-$0--
Robert C MurrayTrustee-$0--
Carl A ContigugliaTrustee-$0--
Filing and Contact Details

Filer

Filer Name
AM Roberts Charitable Foundation
EIN
22-6948512
Phone
4015961926
Address
110 Airport Road No 104, Westerly, RI 02891

Signing Officer

Name
Grant G Simmons III
Title
Trustee
Phone
4015961926
Signed
2018-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Pucci Greene & Fusaro LLC
Address
110 Airport Road Suite 104, Westerly, RI 02891
Preparer
Stephen M Greene CPA
Phone
4015961926
Raw XML AppendixShowing 400 of 562 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MS - 876 034962 207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MS - 876 034962 207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14MS - 876 034963 207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15MS - 876 034963 207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16MS - 876 034963 207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17MS - 876 034963 207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18MS - 876 034965 207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19MS - 876 034965 207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20MS - 876 034965 207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21MS - 876 034965 207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22MS - 876 034966 207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0702284
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt038765
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0673104
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0900000
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02579261
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt020871668
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017619303
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt019971668
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0842093
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0842093
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0842093
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0865346
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt023253
IRS990PF/DistributableAmountGrp/TotalTaxAmt023253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt022371
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt023253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt023253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt023253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0897
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt022371
IRS990PF/FMVAssetsEOYAmt020171668
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt017619303
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt019971668
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02325000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01425000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01425000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt016330957
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt018673251
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt018673251
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt063346
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt073417
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt073417
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018719303
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt020171668
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020171668
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01100000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018719303
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt020171668
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017619303
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt019971668
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017570486
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt068382
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017502104
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0263557
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0865346
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017306929
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017570486
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Grant G Simmons III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Robert C Murray
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Carl A Contiguglia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt089 Avondale Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1152 Broadway 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2171 West 71st Street Apt 9E
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Westerly
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Dobbs Ferry
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0RI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002891
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110522
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210023
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01337047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01348673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0687651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02151144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0796308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02886584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0714324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.077255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.040887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.115685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.152750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.035939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt011626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt017306929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt016818457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt018594911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt019415314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt018897425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt019875948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0489536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.386275
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0489536
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0489536
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0489536
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd01
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Stephen M Greene Administrator
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0110 Airport Road Suite 104
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Westerly
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0RI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002891
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04015961926
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt432500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Health
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Preservation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Preservation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Public Safety
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Ocean Community YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1One Bay Street Center Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2The Watch Hill Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Watch Hill Memorial Library & Improvement Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Westerly Ambulance Corps Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Westerly Education Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Westerly Public Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt095 High Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt142 Granite Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt256 Wells Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32 Everett Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt430 Chestnut Street

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,171,668
Liabilities
$200,000
Net assets
$19,971,668
Revenue
$1,272,585
Expenses
$599,481
Net income
$673,104
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$1.31$1.28$0.03
2023Summary only. Only limited summary data is available for this year.$22.4$0.00$0.78$1.10$0.32
2022Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$0.96$1.37$0.41
2021Summary only. Only limited summary data is available for this year.$26.3$0.00$2.29$1.15$1.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$0.00$24.8$0.64$0.52$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.00$21.5$0.96$0.60$0.36
2018Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.56$0.31$0.25
2017Detailed filing. Detailed filing data is available for this year.$20.2$0.20$20.0$1.27$0.60$0.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.7$1.10$17.6$0.02$0.77$0.79
2015Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$1.29$2.32$1.03
2014Summary only. Only limited summary data is available for this year.$17.5$0.00$1.40$0.99$0.41
2013Summary only. Only limited summary data is available for this year.$17.1$0.00$1.64$3.07$1.43
2012Summary only. Only limited summary data is available for this year.$18.5$0.00$0.13$0.88$1.01
2011Summary only. Only limited summary data is available for this year.$19.2$0.00$6.00$0.85$5.15