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The Harriet Ballou Charitable Foundation

Company Details

Name: The Harriet Ballou Charitable Foundation
Jurisdiction: Rhode Island
Entity type: Domestic Non-Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 13 Jun 1900 (125 years ago)
Identification Number: 000026986
ZIP code: 02886
County: Kent County
Principal Address: C/O FRANKLIN & COMPANY CPAS INC. 15 COWESETT ROAD, WARWICK, RI, 02886, USA
Purpose: THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES, INCLUDING, THE MAKING OF DISTRIBUTIONS TO TAX EXEMPT ORGANIZATIONS THAT QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE, WHICH PROVIDE CARE, COMFORT, AND RESOURCES TO SUPPORT THE ELDERLY AND PERSONS OF ADVANCED AGE. THE CORPORATION MAY EXERCISE ALL OTHER RIGHTS AND POWERS CONFERRED UPON CORPORATIONS FORMED UNDER RHODE ISLAND GENERAL LAWS, CHAPTER 7-6, AS NOW IN FORCE OR AS HEREAFTER AMENDED; PROVIDED, HOWEVER, THAT THE CORPORATION SHALL NOT ENGAGE IN ANY ACTIVITIES OR EXERCISE ANY POWERS THAT ARE NOT IN FURTHERANCE OF THE SPECIFIC AND PRIMARY PURPOSES OF THE CORPORATION, EXCEPT TO AN INSUBSTANTIAL DEGREE.
Fictitious names: BallouLife Communities (trading name, 2018-11-01 - )
Historical names: Ballou Home for the Aged of Woonsocket, Rhode Island

Industry & Business Activity

NAICS

813920 Professional Organizations

This industry comprises establishments primarily engaged in promoting the professional interests of their members and the profession as a whole. These establishments may conduct research; develop statistics; sponsor quality and certification standards; lobby public officials; or publish newsletters, books, or periodicals for distribution to their members. Learn more at the U.S. Census Bureau

National Provider Identifier

NPI Enumeration Date Last Update Date Mailing Address Practice Location Address
1326032772 2005-08-31 2008-02-06 60 MENDON RD, WOONSOCKET, RI, 028951512, US 60 MENDON RD, WOONSOCKET, RI, 028951512, US

Contacts

Phone +1 401-769-0437
Fax 4017697481

Authorized person

Name CARL O NEWELL
Role ADMINISTRATOR
Phone 4017690437

Taxonomy

Taxonomy Code 314000000X - Skilled Nursing Facility
License Number 525
State RI
Is Primary Yes

Other Provider Identifiers

Issuer MEDICAID
Number 4105094
State RI

Agent

Name Role Address
BRIAN J. LAMOUREUX, ESQ. Agent 1301 ATWOOD AVENUE SUITE 215N, JOHNSTON, RI, 02919, USA

PRESIDENT

Name Role Address
NANCY K. SACCOIA PRESIDENT C/O FRANKLIN & COMPANY, CPAS, INC. 15 COWESETT ROAD, WARWICK, RI 02886 USA

TREASURER

Name Role Address
MYRA A. DURFEE TREASURER C/O FRANKLIN & COMPANY, CPAS, INC. 15 COWESETT ROAD, WARWICK, RI 02886 USA

SECRETARY

Name Role Address
LINDA S. CEPRANO SECRETARY C/O FRANKLIN & COMPANY, CPAS, INC. 15 COWESETT ROAD, WARWICK, RI 02886 USA

VICE PRESIDENT

Name Role Address
STEPHEN J. ROCCO VICE PRESIDENT C/O FRANKLIN & COMPANY, CPAS, INC. 15 COWESETT ROAD, WARWICK, RI 02886 USA

DIRECTOR

Name Role Address
THOMAS WINFIELD DIRECTOR C/O FRANKLIN & COMPANY, CPAS, INC. 15 COWESETT ROAD, WARWICK, RI 02886 USA
NANCY K. SACCOIA DIRECTOR C/O FRANKLIN & COMPANY, CPAS, INC. 15 COWESETT ROAD, WARWICK, RI 02886 USA
MYRA A. DURFEE DIRECTOR C/O FRANKLIN & COMPANY, CPAS, INC. 15 COWESETT ROAD, WARWICK, RI 02886 USA
STEPHEN J. ROCCO DIRECTOR C/O FRANKLIN & COMPANY, CPAS, INC. 15 COWESETT ROAD, WARWICK, RI 02886 USA
LINDA S. CEPRANO DIRECTOR C/O FRANKLIN & COMPANY, CPAS, INC. 15 COWESETT ROAD, WARWICK, RI 02886 USA
GREGORY TUMOLO DIRECTOR C/O FRANKLIN & COMPANY, CPAS, INC. 15 COWESETT ROAD, WARWICK, RI 02886 USA
CONOR KENRICK DIRECTOR C/O FRANKLIN & COMPANY, CPAS, INC. 15 COWESETT ROAD, WARWICK, RI 02886 USA
TIMOTHY SACCOIA DIRECTOR C/O FRANKLIN & COMPANY, CPAS, INC. 15 COWESETT ROAD, WARWICK, RI 02886 USA

Events

Type Date Old Value New Value
Name Change 2022-05-16 Ballou Home for the Aged of Woonsocket, Rhode Island The Harriet Ballou Charitable Foundation

Filings

Number Name File Date
202448093790 Annual Report 2024-03-08
202326503810 Annual Report 2023-01-24
202219971430 Statement of Change of Registered/Resident Agent 2022-06-27
202217354640 Articles of Amendment 2022-05-16
202209582990 Annual Report 2022-02-07
202198338880 Annual Report 2021-06-16
202193468690 Annual Report 2021-03-02
202191750210 Revocation Notice For Failure to File An Annual Report 2021-02-17
201901048670 Annual Report 2019-07-02
201900736460 Statement of Change of Registered/Resident Agent 2019-07-01

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
05-0260671 Corporation Unconditional Exemption 15 COWESETT RD, WARWICK, RI, 02886-9131 1935-07
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private operating foundation exempt from paying excise taxes on investment income
Tax Period 2023-12
Asset 5,000,000 to 9,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 6611840
Income Amount 1342690
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private operating foundation. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name HARRIET BALLOU CHARITABLE FOUNDATION
EIN 05-0260671
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name BALLOU HOME FOR THE AGED
EIN 05-0260671
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name BALLOU HOME FOR THE AGED
EIN 05-0260671
Tax Period 202012
Filing Type E
Return Type 990PF
File View File
Organization Name BALLOU HOME FOR THE AGED
EIN 05-0260671
Tax Period 201912
Filing Type E
Return Type 990PF
File View File
Organization Name BALLOU HOME FOR THE AGED
EIN 05-0260671
Tax Period 201812
Filing Type E
Return Type 990PF
File View File
Organization Name BALLOU HOME FOR THE AGED
EIN 05-0260671
Tax Period 201712
Filing Type E
Return Type 990PF
File View File
Organization Name BALLOU HOME FOR THE AGED
EIN 05-0260671
Tax Period 201612
Filing Type P
Return Type 990PF
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3031917308 2020-04-29 0165 PPP 60 Mendon Road, Woonsocket, RI, 02895
Loan Status Date 2021-03-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 638413
Loan Approval Amount (current) 638413
Undisbursed Amount 0
Franchise Name -
Lender Location ID 84894
Servicing Lender Name Santander Bank, National Association
Servicing Lender Address 824 N Market St, Ste 100, WILMINGTON, DE, 19801-4937
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Woonsocket, PROVIDENCE, RI, 02895-0050
Project Congressional District RI-01
Number of Employees 74
NAICS code 623110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 84894
Originating Lender Name Santander Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 643572.78
Forgiveness Paid Date 2021-02-25

Date of last update: 06 Apr 2025

Sources: Rhode Island Department of State