2024-11-14T14:06:56-06:00 2023-12-31 135565207 KPMG LLP 60 SOUTH STREET BOSTON MA 02111 990 2023-01-01 050458759 THE RHODE ISLAND CHARITIES TRUST RHOD 4012744564 ONE UNION STATION PROVIDENCE RI 02903 JENNIFER REID CHIEF FINANCIAL OFFICER 4012744564 2024-11-14 1 0 KIMBERLY J MAC NAMEE P02479140 6179881000 2023 2024-10-15 13:58:12Z DAVID CICILLINE ONE UNION STATION PROVIDENCE RI 02903 103440 0 X NOT APPLICABLE X 1991 RI A SECTION 509(A)(3) SUPPORTING ORGANIZATION OF THE RHODE ISLAND COMMUNITY FOUNDATION. 13 13 0 13 0 0 0 0 0 0 0 0 152675 103440 152675 103440 156143 84594 0 0 0 0 0 0 0 18995 18508 175138 103102 -22463 338 14861 15199 0 0 14861 15199 X TO OPERATE EXCLUSIVELY FOR EDUCATIONAL, CHARITABLE AND SCIENTIFIC PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A SECTION 509(A)(3) SUPPORTING ORGANIZATION OF THE RHODE ISLAND COMMUNITY FOUNDATION BY PROVIDING SUPPORT TO THE UNITED WAY OF RHODE ISLAND. 0 0 84594 84594 AWARDING GRANTS FOR CHARITABLE PURPOSES THAT INCLUDE THE GENERAL OPERATIONS OF THE UNITED WAY OF RHODE ISLAND. 84594 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X RI COMMUNITY FOUNDATION 4012744564 ONE UNION STATION PROVIDENCE RI 02903 G ALAN KUROSE MD MBA FACP BOARD CHAIR 0.80 1.00 X X 0 0 0 JANET ROBINSON SECRETARY 0.30 1.00 X X 0 0 0 MICHAEL K ALLIO DIRECTOR 0.30 1.00 X 0 0 0 CARRIE BRIDGES FELIZ PMH DIRECTOR 0.30 1.00 X 0 0 0 MELISSA R DUBOSE DIRECTOR 0.30 1.00 X 0 0 0 JONATHAN D FAIN DIRECTOR 0.30 1.00 X 0 0 0 EDWARD O HANDY III DIRECTOR 0.30 1.00 X 0 0 0 ANN-MARIE HARRINGTON DIRECTOR 0.30 1.00 X 0 0 0 MEGHAN HUGHES PHD DIRECTOR 0.30 1.00 X 0 0 0 TONY MENDEZ DIRECTOR 0.30 1.00 X 0 0 0 THERESA MOORE DIRECTOR 0.30 1.00 X 0 0 0 PETER R PHILLIPS DIRECTOR 0.30 1.00 X 0 0 0 JAMES WRIGHT DIRECTOR 0.30 1.00 X 0 0 0 NEIL STEINBERG PRESIDENT & CEO (THRU 5/23) 0.80 40.00 X 0 425004 41572 DAVID CICILLINE PRESIDENT & CEO (AS OF 6/23) 0.80 40.00 X 0 387540 11415 JENNIFER REID TREASURER 0.80 40.00 X 0 297370 1712 0 1109914 54699 0 0 1 0 0 103440 103440 103440 0 0 103440 84594 84594 4 4 16435 16435 FOUNDATION SUPPORT 2069 2069 103102 84594 18508 0 0 0 3149 998 0 0 0 0 0 0 0 0 0 0 0 0 11704 14193 0 0 0 0 0 0 0 0 0 0 0 0 8 8 14861 15199 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14861 15199 0 0 14861 15199 14861 15199 338 0 X 0 1 X 1 0 X X 2 THE RI COMMUNITY FOUNDATION 222604963 8 1 0 0 UNITED WAY OF RHODE ISLAND 050276059 7 1 84594 0 2 84594 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6 GRANTS WERE MADE TO OTHER SECTION 501 (C)(3) ORGANIZATIONS, WHICH CARRY OUT THE CHARITABLE PURPOSE OF THE ORGANIZATION, IN ACCORDANCE WITH THE REQUIREMENTS OF SECTION 509 (A)(3). SUCH GRANTS ARE IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSE. A LIST OF GRANTS IN EXCESS OF $5,000 IS INCLUDED IN SCHEDULE I. 0 X PART X, LINE 2: THE RHODE ISLAND CHARITIES TRUST, INC. IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE RHODE ISLAND COMMUNITY FOUNDATION (THE FOUNDATION), WHICH INCLUDES THE FOLLOWING FOOTNOTE ON TAX STATUS: EACH OF THE ENTITIES COMPRISING THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE FOUNDATION MAINTAINS ITS TAX-EXEMPT STATUS BY FULFILLING ITS MISSION AND THE VAST MAJORITY OF ITS OPERATIONS AND REVENUES ARE EXEMPT FROM INCOME TAX LIABILITY. MANAGEMENT ASSERTS THAT NO SUCH UNCERTAIN TAX POSITION EXISTS FOR THE FOUNDATION AT DECEMBER 31, 2023. 1 UNITED WAY OF RHODE ISLAND 50 VALLEY STREET PROVIDENCE RI 02909 050276059 501(C)(3) 84594 0 FOR COMMUNITY IMPROVEMENT 1 0 PART I, LINE 2: GRANTS ARE DESIGNATED TO SUPPORT THE GENERAL OPERATIONS OF THE UNITED WAY OF RHODE ISLAND, A PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION. 0 1 0 0 0 0 0 0 0 NEIL STEINBERG PRESIDENT & CEO (THRU 5/23) 0 54541 0 149402 0 221061 0 29700 0 11872 0 466576 0 216000 DAVID CICILLINE PRESIDENT & CEO (AS OF 6/23) 0 371718 0 15000 0 822 0 4500 0 6915 0 398955 0 0 JENNIFER REID TREASURER 0 253553 0 18500 0 25317 0 0 0 1712 0 299082 0 0 PART I, LINE 4B THE FORMER PRESIDENT/CEO PARTICIPATED IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS DELEGATED OVERSIGHT OF THE ORGANIZATION'S FORM 990 "RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX" TO THE SUPPORTED ORGANIZATION'S AUDIT COMMITTEE. THE FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE ORGANIZATION THAT ALL MEMBERS OF THE BOARD OF DIRECTORS DISCLOSE, AND IN SOME INSTANCES, REFRAIN FROM ENGAGING IN BUSINESS PRACTICES OR CONDUCT WHICH COULD CONSTITUTE A CONFLICT BETWEEN THEIR PERSONAL INTERESTS AND THE INTERESTS OF THE ORGANIZATION. POTENTIAL CONFLICTS OF INTEREST INVOLVING DIRECTORS AND OFFICERS ARE IDENTIFIED AND ADDRESSED TO ASSURE THAT THE ORGANIZATION IS TREATED FAIRLY IN ALL BUSINESS DEALINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE SUPPORTED ORGANIZATION'S WEBSITE AT WWW.RIFOUNDATION.ORG. THE RHODE ISLAND COMMUNITY FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 222604963 COMMUNITY FOUNDATION RI 501 C (3) 8 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0