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FORT ADAMS TRUST, INC.

Company Details

Name: FORT ADAMS TRUST, INC.
Jurisdiction: Rhode Island
Entity type: Domestic Non-Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 13 Jan 1994 (31 years ago)
Identification Number: 000075510
ZIP code: 02840
County: Newport County
Principal Address: 90 FORT ADAMS DRIVE FORT ADAMS STATE PARK, NEWPORT, RI, 02840, USA
Purpose: DIRECTING, SUPPORTING THE RESTORATION, OPERATION AND MAINTENANCE OF FORT ADAMS AS AN HISTORIC SITE.

Industry & Business Activity

NAICS

712120 Historical Sites

This industry comprises establishments primarily engaged in the preservation and exhibition of sites, buildings, forts, or communities that describe events or persons of particular historical interest. Archeological sites, battlefields, historical ships, and pioneer villages are included in this industry. Learn more at the U.S. Census Bureau

DIRECTOR

Name Role Address
JONATHON PERRY DIRECTOR 244 GOSSETS TURN DRIVE MIDDLETOWN, RI 02842 USA
GINA LALLI DIRECTOR 6 WEST MARLBOROUGH ST NEWPORT, RI 02840 USA
WILLIAM MAHONEY DIRECTOR 10 MEMORIAL BLVD. NEWPORT, RI 02840 USA
PATRICIA PUTNEY DIRECTOR 370 SPRING ST NEWPORT, RI 02840 USA
ANN-MARIE QUINN DIRECTOR 90 FORT ADAMS DR NEWPORT, RI 02840 USA
CAROLINE RICHARDS DIRECTOR 6 BINNEY ST NEWPORT, RI 02840 USA
JOSHUA ROSENBERG DIRECTOR 20 MAIN ST NORTH KINGSTOWN, RI 02852 USA
ANTHONY CERINO DIRECTOR 130 BELLEVUE AV NEWPORT, RI 02840 USA
KEITH MANVILLE DIRECTOR 697 MIDDLE ROAD PORTSMOUTH, RI 02871 USA
MARYELLEN ATKINS DIRECTOR 24 LUCAS AV NEWPORT, RI 02840 USA

Agent

Name Role Address
REGAN MINOR Agent 90 FORT ADAMS DRIVE, NEWPORT, RI, 02840, USA

PRESIDENT

Name Role Address
PAUL MARSHALL PRESIDENT PM CONSULTING SERVICES NEWPORT, RI 02840 USA

SECRETARY

Name Role Address
MATT HADFIIELD SECRETARY 294 VALLEY ROAD MIDDLETOWN, RI 02842 USA

VICE PRESIDENT

Name Role Address
MAUREEN GRIECHEN VICE PRESIDENT 35 PAGES WAY PORTSMOUTH, RI 02871 USA

Filings

Number Name File Date
202444632100 Annual Report 2024-01-24
202338955920 Annual Report 2023-06-30
202338393650 Revocation Notice For Failure to File An Annual Report 2023-06-20
202208360210 Annual Report 2022-01-21
202197761580 Annual Report 2021-06-03
202041731530 Annual Report 2020-06-09
201992385740 Annual Report 2019-05-13
201986078010 Annual Report 2019-02-06
201985481190 Revocation Notice For Failure to File An Annual Report 2019-01-30
201744748810 Annual Report 2017-06-05

OSHA's Inspections within Industry

Inspection Nr Report ID Date Opened Site Address
343129532 0112300 2018-05-02 90 FORT ADAMS DRIVE, NEWPORT, RI, 02840
Inspection Type Complaint
Scope Partial
Safety/Health Safety
Close Conference 2018-05-02
Emphasis L: CRANE, L: EISAX30, L: FORKLIFT
Case Closed 2018-12-06

Related Activity

Type Complaint
Activity Nr 1333770
Safety Yes

Violation Items

Citation ID 01001
Citaton Type Serious
Standard Cited 19100178 L02 II
Issuance Date 2018-06-06
Current Penalty 1552.0
Initial Penalty 2217.0
Final Order 2018-06-26
Nr Instances 1
Nr Exposed 1
Gravity 5
FTA Current Penalty 0.0
Citation text line 29 CFR 1910.178(l)(2)(ii): The employer did not ensure that each operator had successfully completed the training consisting of a combination of formal instruction (e.g., lecture, discussion, interactive computer learning, video tape, written material), practical training (demonstrations performed by the trainer and practical exercises performed by the trainee), and evaluation of the operator's performance in the workplace. Worksite: The employee did not ensure that an employee had successfully completed an evaluation of his performance in the workplace before allowing that employee to operate a powered industrial truck, on or about 5-2-18.

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
05-0475756 Corporation Unconditional Exemption 90 FORT ADAMS DR, NEWPORT, RI, 02840-4388 1995-03
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 Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 1565523
Income Amount 1433828
Form 990 Revenue Amount 1150524
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 public charity. Deductibility Limitation: 50% (60% for cash contributions)

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

Organization Name FORT ADAMS TRUST INC
EIN 05-0475756
Tax Period 202212
Filing Type E
Return Type 990T
File View File
Organization Name FORT ADAMS TRUST INC
EIN 05-0475756
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name FORT ADAMS TRUST INC
EIN 05-0475756
Tax Period 202112
Filing Type E
Return Type 990T
File View File
Organization Name FORT ADAMS TRUST INC
EIN 05-0475756
Tax Period 202012
Filing Type E
Return Type 990T
File View File
Organization Name FORT ADAMS TRUST INC
EIN 05-0475756
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name FORT ADAMS TRUST INC
EIN 05-0475756
Tax Period 201912
Filing Type P
Return Type 990T
File View File
Organization Name FORT ADAMS TRUST INC
EIN 05-0475756
Tax Period 201912
Filing Type P
Return Type 990
File View File
Organization Name FORT ADAMS TRUST INC
EIN 05-0475756
Tax Period 201812
Filing Type P
Return Type 990
File View File
Organization Name FORT ADAMS TRUST INC
EIN 05-0475756
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name FORT ADAMS TRUST INC
EIN 05-0475756
Tax Period 201712
Filing Type P
Return Type 990
File View File
Organization Name FORT ADAMS TRUST INC
EIN 05-0475756
Tax Period 201712
Filing Type P
Return Type 990T
File View File
Organization Name FORT ADAMS TRUST INC
EIN 05-0475756
Tax Period 201612
Filing Type P
Return Type 990
File View File
Organization Name FORT ADAMS TRUST INC
EIN 05-0475756
Tax Period 201612
Filing Type P
Return Type 990T
File View File
Organization Name FORT ADAMS TRUST INC
EIN 05-0475756
Tax Period 201512
Filing Type P
Return Type 990T
File View File
Organization Name FORT ADAMS TRUST INC
EIN 05-0475756
Tax Period 201512
Filing Type P
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9021498302 2021-01-30 0165 PPS 90 Fort Adams Dr, Newport, RI, 02840-4388
Loan Status Date 2021-12-21
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 106532.5
Loan Approval Amount (current) 106532.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 65657
Servicing Lender Name BankNewport
Servicing Lender Address 10 Washington Sq, NEWPORT, RI, 02840-2948
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Newport, NEWPORT, RI, 02840-4388
Project Congressional District RI-01
Number of Employees 6
NAICS code 712120
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Trust
Originating Lender ID 65657
Originating Lender Name BankNewport
Originating Lender Address NEWPORT, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 107390.6
Forgiveness Paid Date 2021-11-24
5336927006 2020-04-05 0165 PPP 90 FORT ADAMS DR, NEWPORT, RI, 02840-4388
Loan Status Date 2021-05-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 96955
Loan Approval Amount (current) 96955
Undisbursed Amount 0
Franchise Name -
Lender Location ID 65657
Servicing Lender Name BankNewport
Servicing Lender Address 10 Washington Sq, NEWPORT, RI, 02840-2948
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address NEWPORT, NEWPORT, RI, 02840-4388
Project Congressional District RI-01
Number of Employees 6
NAICS code 712110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Trust
Originating Lender ID 65657
Originating Lender Name BankNewport
Originating Lender Address NEWPORT, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 97943.14
Forgiveness Paid Date 2021-04-23

Date of last update: 08 Apr 2025

Sources: Rhode Island Department of State