-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
1772 FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
21 MEETING STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PROVIDENCE
,
RI
02903
A Employer identification number
22-2578377
B
Telephone number (see instructions)
(401) 847-1772
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
82,924,396
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
1,312
1,312
4
Dividends and interest from securities
...
1,518,341
1,519,833
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,473,646
b
Gross sales price for all assets on line 6a
38,634,561
7
Capital gain net income (from Part IV, line 2)
...
1,560,132
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
138,242
37,545
12
Total.
Add lines 1 through 11
........
3,131,541
3,118,822
13
Compensation of officers, directors, trustees, etc.
396,110
118,833
277,277
14
Other employee salaries and wages
......
84,531
0
84,531
15
Pension plans, employee benefits
.......
65,887
19,766
46,121
16a
Legal fees (attach schedule)
.........
600
0
600
b
Accounting fees (attach schedule)
.......
69,760
8,880
53,487
c
Other professional fees (attach schedule)
....
475,116
452,311
22,805
17
Interest
...............
843
2,369
0
18
Taxes (attach schedule) (see instructions)
...
67,643
46,289
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
13,200
660
12,540
21
Travel, conferences, and meetings
.......
69,544
3,477
66,067
22
Printing and publications
..........
3,907
0
3,907
23
Other expenses (attach schedule)
.......
21,605
27,325
20,153
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,268,746
679,910
587,488
25
Contributions, gifts, grants paid
.......
3,059,045
3,184,045
26
Total expenses and disbursements.
Add lines 24 and 25
4,327,791
679,910
3,771,533
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-1,196,250
b
Net investment income
(if negative, enter -0-)
2,438,912
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
1,943,322
2,144,609
2,144,609
2
Savings and temporary cash investments
.........
5,546,333
3,822,626
3,822,626
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
1,667,715
3,920,804
3,920,804
b
Investments—corporate stock (attach schedule)
.......
30,804,271
37,986,727
37,986,727
c
Investments—corporate bonds (attach schedule)
.......
1,063,778
1,190,110
1,190,110
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
31,169,561
30,659,103
30,659,103
14
Land, buildings, and equipment: basis
6,398
Less: accumulated depreciation (attach schedule)
6,398
15
Other assets (describe
)
1,885,515
3,200,417
3,200,417
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
74,080,495
82,924,396
82,924,396
17
Accounts payable and accrued expenses
..........
31,690
35,476
18
Grants payable
.................
125,000
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
0
120,447
23
Total liabilities
(add lines 17 through 22)
.........
156,690
155,923
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
73,923,805
82,768,473
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
73,923,805
82,768,473
30
Total liabilities and net assets/fund balances
(see instructions)
.
74,080,495
82,924,396
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
73,923,805
2
Enter amount from Part I, line 27a
.....................
2
-1,196,250
3
Other increases not included in line 2 (itemize)
3
10,161,365
4
Add lines 1, 2, and 3
..........................
4
82,888,920
5
Decreases not included in line 2 (itemize)
5
120,447
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
82,768,473
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES
P
b
PINEGROVE OFFSHORE FD LTD
P
c
CAPITAL GAINS DIVIDENDS
P
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
35,682,380
34,935,186
747,194
b
2,719,588
2,139,243
580,345
c
232,593
232,593
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
747,194
b
580,345
c
232,593
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,560,132
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
4,722,473
77,517,790
0.060921
2017
4,090,862
77,585,206
0.052727
2016
4,163,719
73,831,740
0.056395
2015
4,598,865
78,268,566
0.058757
2014
3,724,458
79,687,688
0.046738
2
Total
of line 1, column (d)
.....................
2
0.275538
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.055108
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
75,508,305
5
Multiply line 4 by line 3
......................
5
4,161,112
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
24,389
7
Add lines 5 and 6
........................
7
4,185,501
8
Enter qualifying distributions from Part XII, line 4
,.............
8
5,471,533
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
24,389
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
24,389
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
24,389
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
25,174
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
10,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
35,174
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
10,785
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
10,785
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.1772FOUNDATION.ORG
14
The books are in care of
1772 FOUNDATION INC
Telephone no.
(401) 847-1772
Located at
21 MEETING STREET
PROVIDENCE
RI
ZIP+4
02903
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
B DANFORTH ELY
PRESIDENT/TREASURER
15.00
66,150
0
0
21 MEETING STREET
PROVIDENCE
,
RI
02903
ROBERT RAYNOLDS
TRUSTEE
5.00
25,650
0
0
21 MEETING STREET
PROVIDENCE
,
RI
02903
THOMAS MORIARITY
TRUSTEE
5.00
25,650
0
0
21 MEETING STREET
PROVIDENCE
,
RI
02903
MARGARET WALDOCK
TRUSTEE
5.00
25,650
0
0
21 MEETING STREET
PROVIDENCE
,
RI
02903
MELISSA JEST
TRUSTEE AS OF 1/1/19
5.00
25,650
0
0
21 MEETING STREET
PROVIDENCE
,
RI
02903
MARY A ANTHONY
EXECUTIVE DIRECTOR
40.00
227,360
23,924
0
21 MEETING STREET
PROVIDENCE
,
RI
02903
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
GILLIAN LANG
PROGRAM OFFICER
40.00
76,971
4,846
0
21 MEETING STREET
PROVIDENCE
,
RI
02903
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
GRAYSTONE CONSULTING
INVESTMENT MANAGEMENT
442,166
125 HIGH STREET
BOSTON
,
MA
02110
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
L'ENFANT TRUST-REHABILITATING THE HISTORIC PROPERTY AT 1326 VALLEY PLACE, SE, WASHINGTON, DC.
900,000
2
LANDMARKS COMMUNITY CAP-FOR HISTORIC PROPERTY RESTORATION AND PRESERVATION IN THE PITTSBURGH, PENNSYLVANIA REGION.
800,000
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
1,700,000
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
72,028,092
b
Average of monthly cash balances
.......................
1b
4,628,986
c
Fair market value of all other assets (see instructions)
................
1c
1,100
d
Total
(add lines 1a, b, and c)
.........................
1d
76,658,178
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
76,658,178
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,149,873
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
75,508,305
6
Minimum investment return.
Enter 5% of line 5
..................
6
3,775,415
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
3,775,415
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
24,389
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
24,389
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
3,751,026
4
Recoveries of amounts treated as qualifying distributions
................
4
464,346
5
Add lines 3 and 4
............................
5
4,215,372
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
4,215,372
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
3,771,533
b
Program-related investments—total from Part IX-B
..................
1b
1,700,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
5,471,533
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
24,389
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
5,447,144
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
4,215,372
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
2,187,785
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
5,471,533
a
Applied to 2018, but not more than line 2a
2,187,785
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
3,283,748
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
931,624
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARY ANTHONY
21 MEETING STREET
PROVIDENCE
,
RI
02903
(401) 847-1772
MARYANTHONY@1772FOUNDATION.ORG
b
The form in which applications should be submitted and information and materials they should include:
BEFORE AN ORGANIZATION IS ASKED TO APPLY, ONE-PAGE LETTER OF INQUIRY IS REQUIRED, WHICH CAN BE FILLED OUT THROUGH ONLINE INQUIRY FORM ON THE FOUNDATION'S WEBSITE. IF LETTER OF INQUIRY IS APPROVED A COMPLETE GRANT APPLICATION WILL BE REQUIRED TO BE FILLED OUT AND SUBMITTED.
c
Any submission deadlines:
FUNDING INQUIRY SUBMISSION MUST BE PLACED BETWEEN NOVEMBER 15 AND JUNE 15
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE PRIMARILY LIMITED TO HISTORIC REDEVELOPMENT PROGRAMS AND FARMLAND DEVELOPMENT AND PROTECTION.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
A PLACE CALLED HOPE
154 POND MEADOW RD
KILLINGWORTH
,
CT
06419
N/A
PC
GENERAL SUPPORT DONATION FOR HELPING BIRDS
500
AQUIDNECK COMMUNITY TABLE
PO BOX 1481
NEWPORT
,
RI
02840
N/A
PC
GENERAL SUPPORT DONATION
2,500
ARLINGTON FREE CLINIC
2921 11TH STREET
ARLINGTON
,
VA
22204
N/A
PC
GENERAL SUPPORT DONATION FOR MEDICAL HOME
2,500
AS220
95 MATTHEWSON ST
PROVIDENCE
,
RI
02903
N/A
PC
SUPPORT FOR STORE FRONT REPAIRS FOR EMPIRE STREET BUILDING
15,000
CENTER FOR PRESERVATION INITIATIVES
2020 PENNSYLVANIA AVE
WASHINGTON
,
DC
20009
N/A
PC
GENERAL SUPPORT
500
CENTER FOR PRESERVATION INITIATIVES
2021 PENNSYLVANIA AVE
WASHINGTON
,
DC
20010
N/A
PC
GENERAL SUPPORT
14,000
CHORUS OF WESTERLY
119 HIGH STREET
WESTERLY
,
RI
02891
N/A
PC
SUPPORT FOR PRESERVATION OF KENT HALL
7,000
CINCINNATI PRESERVATION ASSOCIATION
430 READING ROAD
CINCINNATI
,
OH
45202
N/A
PC
REVOLVING FUND
75,000
CLEAN OCEAN ACCESS
23 JOHNNYCAKE HILL RD SUITE 4
MIDDLETOWN
,
RI
02842
N/A
PC
GENERAL SUPPORT
1,500
COMMUNITY HELP INC
PO BOX 863
SAVANNAH
,
GA
31402
N/A
PC
PROCURING MATERIALS/SUPPLIES AND SUPPORTING FIELD TRIPS TO ENHANCE HANDS ON EXPERIENCE FOR HIGH SCHOOL STUDENTS IN THE HISTORIC PRESERVATION PROGRAM.
5,000
CONNECTICUT TRUST FOR HISTORIC PRESERVATION
940 WHITNEY AVENUE
HAMDEN
,
CT
06517
N/A
PC
REFERRAL PROGRAM
11,000
CONNECTICUT TRUST FOR HISTORIC PRESERVATION
940 WHITNEY AVENUE
HAMDEN
,
CT
06517
N/A
PC
REFERRAL PROGRAM
190,000
CORNERSTONE SOCIETY INC
PO BOX 92
MADISON
,
IN
47250
N/A
PC
REVOLVING FUND
30,000
CULTURAL TREASURES FOUNDATION
1233 20TH STREET NW SUITE 703
WASHINGTON
,
DC
20036
N/A
PC
GENERAL SUPPORT CONTRIBUTION FOR DEVELOPING CULTURAL PROGRAMS
2,000
DENVER URBAN GARDENS
1031 33RD STREET
DENVER
,
CO
80205
N/A
PC
CONTRIBUTION TO HELP RESTORE HISTORICAL LAND
4,000
DOWNTOWN JOPLIN ALLIANCE
931 EAST 4TH STREET
JOPLIN
,
MO
64801
N/A
PC
REVOLVING FUND FEASIBILITY STUDY
20,000
EAST COAST GREENWAY ALLIANCE
5826 FAYETTEVILLE ROAD SUITE 210
DURHAM
,
NC
27713
N/A
PC
GENERAL SUPPORT CONTRIBUTION
2,000
EASTERN CONNECTICUT CONSERVATION DISTRICT
238 WEST TOWN STREET USDA SERVICE C
NORWICH
,
CT
06360
N/A
PC
GENERAL SUPPORT
250
EXPONENT PHILANTHROPY
1720 N STREET NW
WASHINGTON
,
DC
20036
N/A
PC
MEMBERSHIP
1,000
FAIRMOUNT PARK CONSERVANCY
1617 JFK BOULEVARD SUITE 1670
PHILADELPHIA
,
PA
19103
N/A
PC
REVOLVING FUND
25,000
FOUNDATION FOR MORRISTOWN MEDICAL CENTER
475 SOUTH STREET FIRST FLOOR
MORRISTOWN
,
NJ
07960
N/A
PC
GENERAL SUPPORT
2,000
FRIENDS OF DINOSAUR RIDGE
16831 W ALAMEDA PKWY
MORRISON
,
CO
80465
N/A
PC
GENERAL SUPPORT DONATION FOR EDUCATION PROGRAMS
10,000
CONNECTICUT FOREST AND PARK ASSOCIATION
16 MERIDEN ROAD
ROCKFALL
,
CT
06481
N/A
PC
GENERAL SUPPORT DONATION FOR OUTREACH AND EDUCATION
250
FRIENDS OF HERRING RIVER
PO BOX 565
SOUTH WELLFLEET
,
MA
02663
N/A
PC
GENERAL SUPPORT DONATION FOR RIVER RESTORATION PROJECT
1,250
FRIENDS OF RANDOLPH ANIMAL POUND
502 MILLBROOK AVE
RANDOLPH
,
NJ
07869
N/A
PC
GENERAL SUPPORT DONATION FOR SHELTER
500
FRIENDS OF THE POMFRET PUBLIC LIBRARY
PO BOX 91
POMFRET
,
CT
06258
N/A
PC
GENERAL SUPPORT DONATION FOR BUILDING RESTORATION
1,000
GERMANTOWN UNITED COMMUNITY DEVELOPMENT CORPORATION CDC
5320 GERMANTOWN AVENUE
PHILADELPHIA
,
PA
19144
N/A
PC
REVOLVING FUND
50,000
GROW SMART RHODE ISLAND
ONE EMPIRE PLAZA SUITE 523
PROVIDENCE
,
RI
02903
N/A
PC
SPONSOR PAYMENT OF 8TH ANNUAL RHODE ISLAND SMART GROWTH AWARDS
2,500
HAMILTON PARTNERSHIP FOR PATERSON
72 MCBRIDE AVENUE
PATERSON
,
NJ
07501
N/A
PC
GENERAL SUPPORT
4,000
HERRESHOFF MARINE MUSEUM
PO BOX 450
BRISTOL
,
RI
02809
N/A
PC
SUPPORT FOR ROOF REPAIRS OF BURNSIDE BUILDING
15,000
HISTORIC ATLANTA INC
1516 PEACHTREE ST NW
ATLANTA
,
GA
30309
N/A
PC
REVOLVING FUND FEASIBILITY STUDY
15,000
HISTORIC AUGUSTA INC
PO BOX 37
AUGUSTA
,
GA
30903
N/A
PC
REVOLVING FUND
60,000
HISTORIC MACON FOUNDATION INC
PO BOX 13358
MACON
,
GA
31208
N/A
PC
PILOT GREEN PRINTING PROJECT
182,000
HISTORIC MADISON
500 WEST ST
MADISON
,
IN
47250
N/A
PC
DONATION FOR RESTORATION OF THE SHREWBURY-WINDLE HOUSE NATIONAL LANDMARK
1,000
HISTORIC SAVANNAH FOUNDATION INC
321 EAST YORK STREET
SAVANNAH
,
GA
31401
N/A
PC
DONATION TO GRANTEE'S REVOLVING FUND
7,500
HISTORIC WARREN ARMORY INC
PO BOX 564
WARREN
,
RI
02885
N/A
PC
STRUCTURAL REPAIR AND THE REMOVAL OF MODERN BULKHEAD
7,220
HORIZON WINGS RAPTOR REHABILITATION AND EDUCATION
PO BOX 238
ASHFORD
,
CT
06278
N/A
PC
GENERAL SUPPORT DONATION
1,000
HOUSE OF HOPE CDC
2484 SE BONITA ST
STUART
,
FL
34997
N/A
PC
SUPPORT TOWARDS EXTERIOR PAINTINGS AND REPAIRS OF THOMAS WILBUR HOMESTEAD
15,000
HUNTERDON LAND TRUST ALLIANCE
111 MINE STREET
FLEMINGTON
,
NJ
08822
N/A
PC
GENERAL SUPPORT DONATION
24,000
ISLAND INSTITUTE
PO BOX 648
ROCKLAND
,
ME
04841
N/A
PC
GENERAL SUPPORT DONATION
1,000
KEEPING TRACK
PO BOX 1115
RICHMOND
,
VT
05477
N/A
PC
GENERAL SUPPORT DONATION
500
KNOX HERITAGE INC
PO BOX 1242
KNOXVILLE
,
TN
37901
N/A
PC
REVOLVING FUND
30,000
LAND TRUST ALLIANCE
1250 H STREET NW SUITE 600
WASHINGTON
,
DC
20005
N/A
PC
SUPPORT TO PROTECT BROWN'S HARVEST FARM IN WINDSOR, CT
525,000
LANDMARK SOCIETY OF WESTERN NEW YORK
5 CASTLE PARK
ROCHESTER
,
NY
14620
N/A
PC
REVOLVING FUND FEASIBILITY STUDY
15,000
MADISON-MORGAN CONSERVANCY INC
PO BOX 752
MADISON
,
GA
30650
N/A
PC
REVOLVING FUND
125,000
MICHIGAN HISTORIC PRESERVATION NETWORK
313 CESAR E CHAVEZ AVENUE
LANSING
,
MI
48906
N/A
PC
GRANT FOR PHASE I OF THE EMBODIED ENERGY CALCULATOR PROJECT
9,000
MOUNT VERNON SONGBIRD SANCTUARY
1024 MOUNT VERNON ROAD
SOUTHINGTON
,
CT
06489
N/A
PC
GENERAL SUPPORT DONATION
250
MUSEUM OF AFRICAN AMERICAN HISTORY
14 BEACON STREET SUITE 401
BOSTON
,
MA
02108
N/A
PC
SUPPORT TO HELP FUND REVENUE=GENERATING INITIATIVES.
50,000
NATIONAL MAIN STREET CENTER
2600 VIRGINIA AVE NW SUITE 1100
WASHINGTON
,
DC
20037
N/A
PC
GENERAL SUPPORT
35,000
NATIONAL MAIN STREET CENTER
2601 VIRGINIA AVE NW SUITE 1100
WASHINGTON
,
DC
20038
N/A
PC
GENERAL SUPPORT
85,000
NATIONAL MAIN STREET CENTER
2602 VIRGINIA AVE NW SUITE 1100
WASHINGTON
,
DC
20039
N/A
PC
GENERAL SUPPORT
57,500
NATIONAL PRESERVATION PARTNER NETWORK
321 E YORK ST
SAVANNAH
,
GA
31401
N/A
PC
SUPPORT FOR GENERAL OPERATING EXPENSES AND A REVOLVING FUND CONVENING
60,000
NEVADA PRESERVATION FOUNDATION
330 W WASHINGTON AVE SUITE 106
LAS VEGAS
,
NV
89106
N/A
PC
REVOLVING FUND FEASIBILITY STUDY
24,000
NEW ENGLAND GRASSROOTS ENVIRONMENTAL FUND
PO BOX 611
NEWMARKET
,
NH
03857
N/A
PC
GENERAL SUPPORT DONATION TO FUND SUSTAINABILITY EFFORTS
5,000
NEW JERSEY CONSERVATION FOUNDATION
170 LONGVIEW RD
FAR HILLS
,
NJ
07931
N/A
PC
GENERAL SUPPORT DONATION FOR LAND CONSERVATION AND STEWARDSHIP
1,000
NEW JERSEY HISTORIC TRUST
PO BOX 457
TRENTON
,
NJ
08625
N/A
PC
NEW JERSEY GRANTS PROGRAM
11,000
NEW JERSEY HISTORIC TRUST
PO BOX 457
TRENTON
,
NJ
08625
N/A
PC
NEW JERSEY GRANTS PROGRAM
290,000
NORTH AMERICAN BLUEBIRD SOCIETY
PO BOX 7844
BLOOMINGTON
,
IN
47407
N/A
PC
GENERAL SUPPORT DONATION FOR PRESERVING BLUEBIRDS
250
OPPORTUNITY WORKS CONNECTICUT INC
45 WEST MAIN STREET
VERNON ROCKVILLE
,
CT
06066
N/A
PC
GENERAL SUPPORT DONATION
250
OUR COMPANIONS ANIMAL RESCUE
PO BOX 956
MANCHESTER
,
CT
06045
N/A
PC
GENERAL SUPPORT DONATION
1,000
PARTNERS FOR SACRED PLACES INC
1700 SANSOM STREET TENTH FLOOR
PHILADELPHIA
,
PA
19103
N/A
PC
REVOLVING FUND GUIDE BOOK
50,000
PAWS CAT SHELTER INC
240 ROUTE 171
WOODSTOCK
,
CT
06281
N/A
PC
GENERAL SUPPORT DONATION USED TO PAY FOR VETERINARY EXPENSES
1,250
PENN CENTER
PO BOX 126
ST HELENA ISLAND
,
SC
29920
N/A
PC
SUPPORT FOR STRATEGIC PLANNING, FEASIBILITY STUDY, AND INTERIM AND STAFFING DURING PLANNING
90,000
PORTSMOUTH HISTORICAL SOCIETY
PO BOX 834
PORTSMOUTH
,
RI
02871
N/A
PC
SUPPORT FOR EXTERIOR UPGRADE OF OLD TOWN HALL BUILDING
6,325
THE HISTORIC PRESERVATION FOUNDATION OF NORTH CAROLINA INC
PO BOX 27644
RALEIGH
,
NC
27611
N/A
PC
REVOLVING FUND
50,000
PRESERVATION LEAGUE OF NY STATE
44 CENTRAL AVENUE
ALBANY
,
NY
12206
N/A
PC
SUPPORT TO IDENTIFY AND STUDY PARTS OF THE EMPIRE STATE TRAIL
33,000
PRESERVATION MARYLAND
3599 CLIPPER MILL RD SUITE 248
BALTIMORE
,
MD
21210
N/A
PC
SUPPORT FOR CAMPAIGN FOR HISTORIC TRADES
60,000
PRESERVATION MARYLAND
3600 CLIPPER MILL RD SUITE 248
BALTIMORE
,
MD
21211
N/A
PC
SUPPORT FOR COMMUNITY ASSET MAPPING IN HAGERSTOWN
100,000
PRESERVATION SOCIETY INC E GREENWICH
110 KING ST
EAST GREENWICH
,
RI
02818
N/A
PC
SECOND KENT COUNTY JAIL, EXTERIOR ASBESTOS SIDING, REMOVAL, STRUCTURAL WALL REPAIR, AND CLAPBOARD REPLACEMENT ON NORTH FACADE.
15,000
PRESERVATION SOCIETY OF ASHEVILLE AND BUNCOMBE COUNTY
PO BOX 2806
ASHEVILLE
,
NC
28802
N/A
PC
REVOLVING FUND BUSINESS PLAN
10,000
PRESERVATION SOCIETY OF NEWPORT COUNTY
424 BELLEVUE AVE
NEWPORT
,
RI
02840
N/A
PC
SUPPORT TO RESTORE 20 CASEMENT WINDOWS
15,000
PRESERVATION UTAH AKA UTAH HERITAGE FOUNDATION
375 N CANYON ROAD
SALT LAKE CITY
,
UT
84103
N/A
PC
REVOLVING FUND FEASIBILITY STUDY
5,000
PRESERVE RHODE ISLAND
957 NORTH MAIN STREET
PROVIDENCE
,
RI
02904
N/A
PC
TO SUPPORT THE 34TH ANNUAL RHODE ISLAND STATEWIDE HISTORIC PRESERVATION CONFERENCE.
2,000
PROVIDENCE PRESERVATION SOCIETY
23 MEETING ST
PROVIDENCE
,
RI
02902
N/A
PC
SUPPORT TO COVER THE COST OF OFFICE RENTAL TO PERIWINKLE HUMANITIES INITIATIVE FOR ONE YEAR
5,000
PROVIDENCE PRESERVATION SOCIETY
24 MEETING ST
PROVIDENCE
,
RI
02903
N/A
PC
SUPPORT FOR WINDOW REPAIR
7,500
PROVIDENCE PUBLIC LIBRARY
150 EMPIRE ST
PROVIDENCE
,
RI
02903
N/A
PC
SUPPORT FOR THINK AGAIN CAMPAIGN TO BE USED FOR FIRE PROTECTION IMPROVEMENTS
15,000
PROVIDENCE REVOLVING FUND INC
372 WEST FOUNDATION STREET
PROVIDENCE
,
RI
02903
N/A
PC
REVOLVING FUND
60,000
PUTNEY SCHOOL
418 HOUGHTON BROOK ROAD
PUTNEY
,
VT
05346
N/A
PC
DONATION TO THE SCHOOL'S ANNUAL FUND FOR FINANCIAL AID
10,000
QUIET CORNER GARDEN CLUB
PO BOX 343
POMFRET CENTER
,
CT
06259
N/A
PC
GENERAL SUPPORT
250
RALSTON ENGINE COMPANY NUMBER 1
PO BOX 356
MENDHAM
,
NJ
07945
N/A
PC
GENERAL SUPPORT DONATION TO VOLUNTEER FIRE DEPARTMENT
1,000
RARITAN HEADWATERS ASSOCIATION
PO BOX 273
GLADSTONE
,
NJ
07934
N/A
PC
DONATION FOR 2121 CLUB 2019 CAMPAIGN AND STREAM MONITORING PROGRAM
12,000
REDWOOD LIBRARY & ATHENAEUM
50 BELLEVUE AVE
NEWPORT
,
RI
02840
N/A
PC
SUPPORT FOR SUMMER HOUSE FOUNDATION REPAIR
7,500
RESPONSIBLE HOSPITALITY INSTITUTE
4200 SCOTTS VALLEY DRIVE
SCOTTS VALLEY
,
CA
95066
N/A
PC
SUPPORT FOR THE RESPONSIBLE HOSPITALITY INSTITUTE PROGRAMS
2,000
RIP MEDICAL DEBT
80 THEODORE FREMD AVE
RYE
,
NY
10580
N/A
PC
GENERAL SUPPORT DONATION
750
ROSE ISLAND LIGHTHOUSE FOUNDATION
PO BOX 1419
NEWPORT
,
RI
02840
N/A
PC
SUPPORT FOR THE DEVELOPMENT OF A CYCLICAL MAINTENANCE PLAN
9,000
SAVANNAH TECHNICAL COLLEGE
1517 WHITE BLUFF ROAD
SAVANNAH
,
GA
31405
N/A
PC
SUPPORT FOR THE HISTORIC PRESERVATION PROGRAM
5,000
SHELBURNE FARMS
1611 HARBOR ROAD
SHELBURNE
,
VT
05482
N/A
PC
GENERAL SUPPORT DONATION
2,000
SOCIETY OF ARCHITECTURAL HISTORIANS
1365 N ASTOR STREET
CHICAGO
,
IL
60610
N/A
PC
SUPPORT FOR SAH CONFERENCE, PROVIDENCE 2019
6,500
SOUTH CAROLINA AFRICAN AMERICAN HERITAGE FOUNDATION
PO BOX 1053
HARTSVILLE
,
SC
29551
N/A
PC
SUPPORT TO ALLOW TEACHERS TO ATTEND THE 2019 TEACHING INSTITUTE
2,500
SOUTH COUNTY ART ASSOCIATION
2587 KINGSTOWN RD
KINGSTON
,
RI
02881
N/A
PC
SUPPORT FOR THE DEVELOPMENT OF A CYCLICAL MAINTENANCE PLAN
4,500
SOUTH COUNTY HISTORY CENTER
2636 KINGSTOWN RD
KINGSTON
,
RI
02881
N/A
PC
SUPPORT FOR EXTERIOR TRIM REPAIRS ON THE OLD WASHINGTON COUNTY JAIL
11,000
TALL TIMBERS FOUNDATION
13093 HENRY BEADEL DR
TALLAHASSEE
,
FL
32312
N/A
PC
SUPPORT FOR CONSERVATION EFFORTS
500
CENTER FOR TRANSFORMATIVE ACTION
119 ANABEL TAYLOR HALL
ITHACA
,
NY
14853
N/A
PC
PERIWINKLE HUMANITIES INITIATIVE
50,000
THE FOOD BANK OF WESTERN MASSACHUSETTS INC
97 NORTH HATFIELD ROAD
HATFIELD
,
MA
01038
N/A
PC
FOOD BANK FARM IN HADLEY, MA
100,000
THE GEORGIA TRUST FOR HISTORIC PRESERVATION INC
1516 PEACHTREE STREET N W
ATLANTA
,
GA
30309
N/A
PC
REVOLVING FUND
100,000
THE GEORGIA TRUST FOR HISTORIC PRESERVATION INC
1516 PEACHTREE STREET N W
ATLANTA
,
GA
30309
N/A
PC
SCHOLARSHIPS AND PANEL DISCUSSION
4,000
THE L'ENFANT TRUST
2000 P STREET
WASHINGTON
,
DC
20036
N/A
PC
REVOLVING FUND
65,000
THE ROYAL OAK FOUNDATION INC
20 WEST 44TH STREET SUITE 606
NEW YORK
,
NY
10036
N/A
PC
INTERNATIONAL NATIONAL TRUSTS ORGANIZATIONS
10,000
UNIVERSITY OF CONNECTICUT FOUNDATION
2290 ALUMNI DR UNIT 3206
STORRS
,
CT
06269
N/A
PC
SUPPORT TO UCONN EXTENSION'S MASTER GARDENER PROGRAM
250
WATERFRONT HISTORIC AREA LEAGUE OF NEW BEDFORD INC
15 JOHNNY CAKE HILL
NEW BEDFORD
,
MA
02740
N/A
PC
REVOLVING FUND
100,000
WGBH EDUCATION FOUNDATION
ONE GUEST STREET
BOSTON
,
MA
02134
N/A
PC
GENERAL SUPPORT
12,000
WGBH EDUCATION FOUNDATION
ONE GUEST STREET
BOSTON
,
MA
02135
N/A
PC
GENERAL SUPPORT
5,000
WORLD BICYCLE RELIEF
1000 WEST FULTON MARKET 4TH FLOOR
CHICAGO
,
IL
60607
N/A
PC
GENERAL SUPPORT
2,500
WYNDHAM LAND TRUST INC
PO BOX 302
POMFRET CTR
,
CT
06259
N/A
PC
GENERAL SUPPORT DONATION
2,000
Total
.................................
3a
3,184,045
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
INTEREST ON PRI
39,285
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
1,312
4
Dividends and interest from securities
....
14
1,518,341
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
1,473,646
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
CAPITAL ONE REWARDS CHECK
01
901
b
CLASS ACTION DISTRIBUTION
01
1,213
c
GRANT REFUND
01
64,948
d
RESCINDED GRANT
01
31,895
e
FEDERAL UBIT LOSS
525990
-123,703
01
123,703
12
Subtotal. Add columns (b), (d), and (e)
..
-123,703
3,215,959
39,285
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
3,131,541
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1A
INTEREST ON PROGRAM RELATED INVESMENTS FOR HISTORIC PRESERVATION
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description