Civic Intelligence

Simon W Wardwell Foundation

EIN 45-3697597 • 501(c)3 • Cranston, RI

Profile

Organization was created to provide grants, support, endowment and assistance to, or to engage directly in activities that support the studying, planning, designing, erecting, constructing, enhancing, improving, modernizing or operation in rhode island of public services including hospitals and health care facilities, educational institutions, nursing homes etc. In the areas of central falls, pawtucket, cumberland and lincoln.

2000 Chapel View Blvd 350Cranston, RI 02920

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

17th percentile

$52,667

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

39th percentile

1.1%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$17,702,322

Down $801,094 (-4.3%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$19,297,721

Up $18,487,090 (+2281%) from 2022

Expenses

Up

$1,581,547

Up $547,619 (+53%) from 2022

Net Income

Up

$17,716,174

Up $17,939,471 (+8034%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $0Liabilities 2011: $02011Assets 2012: $278Liabilities 2012: $02012Assets 2013: $282Liabilities 2013: $0Net Assets 2013: $2822013Assets 2014: $287Liabilities 2014: $02014Assets 2015: $302Liabilities 2015: $0Net Assets 2015: $3022015Assets 2016: $282Liabilities 2016: $0Net Assets 2016: $2822016Assets 2017: $262Liabilities 2017: $0Net Assets 2017: $2622017Assets 2018: $292Liabilities 2018: $0Net Assets 2018: $2922018Assets 2019: $244Liabilities 2019: $0Net Assets 2019: $2442019Assets 2020: $18,145,393Liabilities 2020: $0Net Assets 2020: $18,145,3932020Assets 2021: $18,723,224Liabilities 2021: $0Net Assets 2021: $18,723,2242021Assets 2022: $18,503,416Liabilities 2022: $0Net Assets 2022: $18,503,4162022Assets 2023: $17,702,322Liabilities 2023: $12023

Highlighted filing

2023

Assets$17,702,322
Liabilities$1
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $400Expenses 2012: $122Net Income 2012: $2782012Revenue 2013: $4Expenses 2013: $0Net Income 2013: $42013Revenue 2014: $5Expenses 2014: $0Net Income 2014: $52014Revenue 2015: $15Expenses 2015: $0Net Income 2015: $152015Revenue 2016: $0Expenses 2016: $20Net Income 2016: -$202016Revenue 2017: $0Expenses 2017: $20Net Income 2017: -$202017Revenue 2018: $60Expenses 2018: $30Net Income 2018: $302018Revenue 2019: $0Expenses 2019: $48Net Income 2019: -$482019Revenue 2020: $18,139,474Expenses 2020: $15,661Net Income 2020: $18,123,8132020Revenue 2021: $1,973,818Expenses 2021: $815,896Net Income 2021: $1,157,9222021Revenue 2022: $810,631Expenses 2022: $1,033,928Net Income 2022: -$223,2972022Revenue 2023: $19,297,721Expenses 2023: $1,581,547Net Income 2023: $17,716,1742023

Highlighted filing

2023

Revenue$19,297,721
Expenses$1,581,547
Net Income$17,716,174

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$17.7$0.00$19.3$1.58$17.7
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$0.00$18.5$0.81$1.03$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$0.00$18.7$1.97$0.82$1.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$0.00$18.1$18.1$0.02$18.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 3, 2023
Return Version
2022v5.0
Gross Receipts
$4,149,806
Mission and Program Overview

Mission

Organization was created to provide grants, support, endowment and assistance to, or to engage directly in activities that support the studying, planning, designing, erecting, constructing, enhancing, improving, modernizing or operation in rhode island of public services including hospitals and health care facilities, educational institutions, nursing homes etc. In the areas of central falls, pawtucket, cumberland and lincoln.

Support and assist programs in the areas of central falls, pawtucket, cumberland, and lincoln, ri.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$18,723,224$18,503,416▼ $219,808
Investments in Publicly Traded Securities$15,341,605$18,200,118▲ $2,858,513
Cash and Non-Interest-Bearing Accounts$3,381,619$303,298▼ $3,078,321
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$18,723,224$18,503,416▼ $219,808
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,723,224$18,503,416▼ $219,808
Total Liabilities and Net Assets / Fund Balance$18,723,224$18,503,416▼ $219,808
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Maureen SheridanExecutive DirectorFT$45,568$45,568
Alfred P DegenPresident & TreasurerPT$14,000$14,000
John J PartridgeVice PresidentPT$14,000$14,000
David E FarnumSecretaryPT$14,000$14,000
Jessica WatersDirectorPT$14,000$14,000
Kathleen OrovitzDirectorPT$14,000$14,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$829,831
Other Revenue
$-19,200
Change in Net Assets
$-223,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$673,162
Other Expenses$245,198
Salaries, Compensation, and Employee Benefits$115,568
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$673,162--$673,162
Fees for Service Investment Mgmnt Fees$173,439--$173,439
Current Officers, Directors, Trustees, and Key Employees-$115,568-$115,568
Fees for Services Legal-$16,328-$16,328
Fees for Services Accounting-$12,850-$12,850
Occupancy-$3,183-$3,183
Insurance-$2,083-$2,083
Fees for Services Other$404--$404
Other Expenses$16,501$111-$111
All Other Expenses-$61-$61
Total Functional Expenses$882,398$151,530$0$1,033,928
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ri Mayoral Academy Blackstone ValleyCumberland, RI501(c)(3)Program/project Expense$110,000
Boys & Girls Club of PawtucketPawtucket, RI501(c)(3)Program/project Expense$100,000
Ocean State Charities TrustPawtucket, RI501(c)(3)Program/project Expense$100,000
Ymca of PawtucketPawtucket, RI501(c)(3)Program/project Expense$100,000
Boys & Girls Club of N RiCumberland, RI501(c)(3)Program/project Expense$50,000
Pawtucket FoundationPawtucket, RI501(c)(3)Program/project Expense$50,000
Progreso LatinoCentral Falls, RI501(c)(3)Program/project Expense$50,000
UrifaeKingston, RI501(c)(3)Program/project Expense$30,668
Cumberland Library FundCumberland, RI501(c)(3)Program/project Expense$28,000
The Learning Community Charter SchoolCentral Falls, RI501(c)(3)Program/project Expense$25,000
Kent HospitalWarwick, RI501(c)(3)Program/project Expense$19,494
ShriPawtucket, RI501(c)(3)Program/project Expense$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

Board changed its governing documents in 2022 in anticipation of its conversion to a private foundation in 2023.

Form 990, Part VI, Section B, Line 11B

990 is reviewed by the organization's president and treasurer alfred p. Degen

Form 990, Part VI, Section B, Line 12C

Directors review written conflict of interest policy and sign a statement disclosing any potential conflicts annually. Potential conflicts are reviewed/disclosed when voting on grant awards.

Form 990, Part VI, Section B, Line 15A

The board conducted a review of the annual compensation for the executive director and the directors.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and/or financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Simon W Wardwell Foundation
EIN
45-3697597
Phone
4014439975
Address
2000 CHAPEL VIEW BLVD 350, CRANSTON, RI 02920

Signing Officer

Name
Alfred P Degen
Title
Treasurer
Phone
4014439975
Signed
2023-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alfred P Degen
Formed
2011
Legal Domicile
Ri
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Andsager Bartlett & Pieroni Llp
Address
1275 WAMPANOAG TRAIL, EAST PROVIDENCE, RI 02915
Preparer
Christopher Bartlett CPA Cfp
Phone
4012729100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Cost adjustments to investments 1,260. Misc credit to invesment account 2,229.

FORM 990, PART XII, LINE 2C:

There has been no change in the organization's oversight process

990 Amended Return

Original return inadvertantly answered question 16a as "yes" rather than question 15a as "yes". Corrected answers are as follows: 15a = "yes" 16a = "no"

Raw XML AppendixShowing 400 of 575 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT AND ASSIST PROGRAMS IN THE AREAS OF CENTRAL FALLS, PAWTUCKET, CUMBERLAND, AND LINCOLN, RI.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt061
IRS990/AllOtherExpensesGrp/TotalAmt061
IRS990/AmendedReturnInd0X
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALFRED P DEGEN
IRS990/BooksInCareOfDetail/PhoneNum04014439975
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02000 CHAPEL VIEW BLVD STE 350
IRS990/BooksInCareOfDetail/USAddress/CityNm0CRANSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002920
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt03381619
IRS990/CashNonInterestBearingGrp/EOYAmt0303298
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0115568
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0115568
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0673162
IRS990/CYInvestmentIncomeAmt0829831
IRS990/CYOtherExpensesAmt0245198
IRS990/CYOtherRevenueAmt0-19200
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-223297
IRS990/CYSalariesCompEmpBnftPaidAmt0115568
IRS990/CYTotalExpensesAmt01033928
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0810631
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ORGANIZATION WAS FUNDED IN NOVEMBER OF 2020 AND THERE WERE NO DISTRIBUTIONS IN THE INITIAL FUNDING YEAR.ORGANIZATION WAS CREATED TO PROVIDE GRANTS, SUPPORT, ENDOWMENT AND ASSISTANCE TO, OR TO ENGAGE DIRECTLY IN ACTIVITIES THAT SUPPORT THE STUDYING, PLANNING, DESIGNING, ERECTING, CONSTRUCTING, ENHANCING, IMPROVING OR MODERNIZING THE OPERATIONS IN RHODE ISLAND'S PUBLIC SERVICES INCLUDING HOSPITALS AND HEALTH CARE FACILITIES, EDUCATIONAL INSTITUTIONS, NURSING HOMES ETC. IN THE AREAS OF CENTRAL FALLS, PAWTUCKET, CUMBERLAND, AND LINCOLN, RHODE ISLAND.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0882398
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012850
IRS990/FeesForServicesAccountingGrp/TotalAmt012850
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt016328
IRS990/FeesForServicesLegalGrp/TotalAmt016328
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0404
IRS990/FeesForServicesOtherGrp/TotalAmt0404
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0173439
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0173439
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MAUREEN SHERIDAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JESSICA WATERS
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHLEEN OROVITZ
IRS990/Form990PartVIISectionAGrp/PersonNm3ALFRED P DEGEN
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN J PARTRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID E FARNUM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt045568
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt114000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt214000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt314000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt414000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt514000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt032788
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0673162
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0673162
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0673162
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03371963
IRS990/GrossReceiptsAmt04149806
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02083
IRS990/InsuranceGrp/TotalAmt02083
IRS990/InvestmentIncomeGrp/ExclusionAmt0797043
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0797043
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015341605
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018200118
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0RI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03339175
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ORGANIZATION WAS CREATED TO PROVIDE GRANTS, SUPPORT, ENDOWMENT AND ASSISTANCE TO, OR TO ENGAGE DIRECTLY IN ACTIVITIES THAT SUPPORT THE STUDYING, PLANNING, DESIGNING, ERECTING, CONSTRUCTING, ENHANCING, IMPROVING OR MODERNIZING THE OPERATIONS IN RHODE ISLAND'S PUBLIC SERVICES INCLUDING HOSPITALS AND HEALTH CARE FACILITIES, EDUCATIONAL INSTITUTIONS, NURSING HOMES ETC. IN THE AREAS OF CENTRAL FALLS, PAWTUCKET, CUMBERLAND, AND LINCOLN, RHODE ISLAND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt018723224
IRS990/NetAssetsOrFundBalancesEOYAmt018503416
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt032788
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt032788
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03183
IRS990/OccupancyGrp/TotalAmt03183
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt03489
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1K-1 EXPENSES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3POSTAGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01346
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1111
IRS990/OtherExpensesGrp/ProgramServicesAmt018892
IRS990/OtherExpensesGrp/ProgramServicesAmt116501
IRS990/OtherExpensesGrp/TotalAmt018892
IRS990/OtherExpensesGrp/TotalAmt116501
IRS990/OtherExpensesGrp/TotalAmt21346
IRS990/OtherExpensesGrp/TotalAmt3111
IRS990/OtherOrganizationDsc0PUBLIC CHARITY - 509(A)(3)
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/Desc0ENERGY TRANSFER K1
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-19200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-19200
IRS990/OtherRevenueTotalAmt0-19200
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ALFRED P DEGEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0479840
IRS990/PYInvestmentIncomeAmt01968134
IRS990/PYOtherExpensesAmt0223099
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05684
IRS990/PYRevenuesLessExpensesAmt01157922
IRS990/PYSalariesCompEmpBnftPaidAmt0112957
IRS990/PYTotalExpensesAmt0815896
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01973818
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-223297
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt018723224
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt018503416
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0959875
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0915379
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt032788
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt0164098
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt0159694
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0927087
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0915379
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0795777
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0755685
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0755685
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0920483
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0920483
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0642332
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0920483
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0622576
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0920483
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0297907
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0673162
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt050586
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0297907
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt050586
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt050586
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0297907
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0673162
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0920483
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt073.130000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt0523162
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0150000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0673162
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THESE ARE DISTRIBUTIONS TO ORGANIZATIONS THAT WERE SEPARATE FROM THE FOUNDATION'S SUPPORTED ORGANIZATIONS, BUT WERE EITHER (A) ORGANIZATIONS SUPPORTED BY THE FOUNDATION'S SUPPORTED ORGANIZATIONS AND/OR (B) SPECIFICALLY DIRECTED BY DIRECTORS, TRUSTEES AND/OR MANAGING MEMBERS OF THE FOUNDATION'S SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE CONTRIBUTIONS INCLUDED IN DISTRIBUTIONS TO ATTENTIVE SUPPORTED ORGANIZATIONS MEETS THE ATTENTIVENESS REQUIREMENT IN THAT BASED ON THE FACTS AND CIRCUMSTANCES, INCLUDING THE SIGNIFICANT SUPPORT PROVIDED BY THE CONTRIBUTIONS, THE CONTRIBUTIONS WERE SUFFICIENT TO ENSURE ATTENTIVENESS OF THE SUPPORTED ORGANIZATION(S).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V; SECTION D; LINE 6 - OTHER DISTRIBUTIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V; SECTION D; LINE 8 - DISTRIBUTIONS TO ATTENTIVE ORGS
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt026755651
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt026700013
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt01782892
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt02456782
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt024972759
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt024243231
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0401335
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0400500
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt026354316
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt026299513
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0922401
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0920483
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt026755651
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt026700013
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0922401
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0920483
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0050390916
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1050511879
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0100000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt150000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OCEAN STATE CHARITIES TRUST
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1PAWTUCKET FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0150000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0100000
IRS990ScheduleI/RecipientTable/CashGrantAmt150000
IRS990ScheduleI/RecipientTable/CashGrantAmt2110000
IRS990ScheduleI/RecipientTable/CashGrantAmt3100000
IRS990ScheduleI/RecipientTable/CashGrantAmt425000
IRS990ScheduleI/RecipientTable/CashGrantAmt519494
IRS990ScheduleI/RecipientTable/CashGrantAmt630668
IRS990ScheduleI/RecipientTable/CashGrantAmt7100000
IRS990ScheduleI/RecipientTable/CashGrantAmt810000
IRS990ScheduleI/RecipientTable/CashGrantAmt928000
IRS990ScheduleI/RecipientTable/CashGrantAmt1050000
IRS990ScheduleI/RecipientTable/CashGrantAmt1150000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM/PROJECT EXPENSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROGRAM/PROJECT EXPENSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROGRAM/PROJECT EXPENSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PROGRAM/PROJECT EXPENSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4PROGRAM/PROJECT EXPENSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5PROGRAM/PROJECT EXPENSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6PROGRAM/PROJECT EXPENSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7PROGRAM/PROJECT EXPENSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8PROGRAM/PROJECT EXPENSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9PROGRAM/PROJECT EXPENSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10PROGRAM/PROJECT EXPENSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11PROGRAM/PROJECT EXPENSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OCEAN STATE CHARITIES TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PAWTUCKET FOUNDATION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.