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The Pawtucket Foundation

Company Details

Name: The Pawtucket Foundation
Jurisdiction: Rhode Island
Entity type: Domestic Non-Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 02 Jun 2000 (25 years ago)
Identification Number: 000112812
ZIP code: 02860
County: Providence County
Principal Address: 200 MAIN STREET SUITE 200, PAWTUCKET, RI, 02860, USA
Purpose: TO IMPROVE THE LIVE OF RESIDENTS OF THE CITY OF PAWTUCKET, RI
NAICS: 813990 - Other Similar Organizations (except Business, Professional, Labor, and Political Organizations)

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE PAWTUCKET FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2023 050511879 2024-06-27 THE PAWTUCKET FOUNDATION 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 4017254400
Plan sponsor’s address 200 MAIN STREET STE 200, PAWTUCKET, RI, 02860

Signature of

Role Plan administrator
Date 2024-06-27
Name of individual signing JAN A BRODIE
Valid signature Filed with authorized/valid electronic signature
THE PAWTUCKET FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2022 050511879 2023-05-17 THE PAWTUCKET FOUNDATION 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 4017254400
Plan sponsor’s address 200 MAIN STREET STE 200, PAWTUCKET, RI, 02860

Signature of

Role Plan administrator
Date 2023-05-17
Name of individual signing JAN A BRODIE
Valid signature Filed with authorized/valid electronic signature
THE PAWTUCKET FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2021 050511879 2022-07-07 THE PAWTUCKET FOUNDATION 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 4017254400
Plan sponsor’s address 200 MAIN STREET STE 200, PAWTUCKET, RI, 02860

Signature of

Role Plan administrator
Date 2022-07-07
Name of individual signing JAN A BRODIE
Valid signature Filed with authorized/valid electronic signature
THE PAWTUCKET FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2020 050511879 2021-06-03 THE PAWTUCKET FOUNDATION 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 4017254400
Plan sponsor’s address 200 MAIN STREET STE 200, PAWTUCKET, RI, 02860

Signature of

Role Plan administrator
Date 2021-06-03
Name of individual signing JAN BRODIE
Valid signature Filed with authorized/valid electronic signature
THE PAWTUCKET FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2019 050511879 2020-04-21 THE PAWTUCKET FOUNDATION 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 4017254400
Plan sponsor’s address 200 MAIN STREET STE 200, PAWTUCKET, RI, 02860

Signature of

Role Plan administrator
Date 2020-04-21
Name of individual signing JAN BRODIE
Valid signature Filed with authorized/valid electronic signature
THE PAWTUCKET FOUNDATION 404K PROFIT SHARING PLAN TRUST 2018 050511879 2019-10-09 THE PAWTUCKET FOUNDATION 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 4017254400
Plan sponsor’s address 200 MAIN STREET STE 200, PAWTUCKET, RI, 02860

Signature of

Role Plan administrator
Date 2019-10-09
Name of individual signing JAN BRODIE
Valid signature Filed with authorized/valid electronic signature
THE PAWTUCKET FOUNDATION 401 K PROFIT SHARING PLAN TRUST 2017 050511879 2018-06-29 THE PAWTUCKET FOUNDATION 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 4017254400
Plan sponsor’s address 200 MAIN STREET STE 200, PAWTUCKET, RI, 02860

Signature of

Role Plan administrator
Date 2018-06-29
Name of individual signing JAN BRODIE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JOHN J. PARTRIDGE, ESQ. Agent 40 WESTMINSTER STREET SUITE 1100, PROVIDENCE, RI, 02903, USA

PRESIDENT

Name Role Address
DANIEL J. SULLIVAN JR. PRESIDENT 162 MIDDLE STREET PAWTUCKET, RI 02860 USA
JEREMY DUFFY PRESIDENT 461 MAIN ST PAWTUCKET, RI 02860 USA

TREASURER

Name Role Address
BRIAN AZAR TREASURER 1200 CENTRAL AVE PAWTUCKET, RI 02860 USA

SECRETARY

Name Role Address
SUZANNE C COURTEMANCHE SECRETARY 300 WEST EXCHANGE STREET PROVIDENCE, RI 02903 USA

VICE PRESIDENT

Name Role Address
CHRISTIAN LADDS VICE PRESIDENT 161 EXCHANGE ST PAWTUCKET, RI 02860 USA

DIRECTOR

Name Role Address
JIM ALDEN DIRECTOR 175 MAIN STREET PAWTUCKET, RI 02860 USA
JOE BRADLEE DIRECTOR P.O.BOX 2365 PAWTUCKET, RI 02861 USA
ROBERT COUCCI DIRECTOR 162 MIDDLE ST PAWTUCKET, RI 02860 USA
VINCENT CEGLIE DIRECTOR 32 GOFF STREET PAWTUCKET, RI 02860 USA
LORI SPANGLER DIRECTOR 280 MELROSE ST PROVIDENCE, RI 02907 USA
TED WYNNE DIRECTOR 68 BROADWAY PAWTUCKET, RI 02860 USA
KEVIN TRACY DIRECTOR 111 WESTMINSTER ST PROVIDENCE, RI 02903 USA
MARK HOUSE DIRECTOR 1005 MAIN STREET, SUITE 8120 PAWTUCKET, RI 02860 USA
JIM HOYT JR. DIRECTOR 1 MOELLER PLACE PAWTUCKET, RI 02860 USA
MICHAEL GAZDACKO DIRECTOR 1005 MAIN ST #1201 PAWTUCKET, RI 02860 USA

OTHER OFFICER

Name Role Address
JAN BRODIE OTHER OFFICER 200 MAIN STREET, SUITE 200 PAWTUCKET, RI 02860 USA

Filings

Number Name File Date
202453614500 Annual Report 2024-05-01
202333768480 Annual Report 2023-04-24
202215843560 Annual Report 2022-04-27
202198368940 Annual Report 2021-06-17
202043681770 Annual Report 2020-06-29
201997675620 Annual Report 2019-06-19
201869996660 Annual Report 2018-06-19
201745847080 Annual Report 2017-06-20
201603271790 Annual Report 2016-08-05
201562888550 Annual Report 2015-06-09

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
05-0511879 Corporation Unconditional Exemption 200 MAIN STREET, PAWTUCKET, RI, 02860-4131 2000-08
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 2023-06
Asset 100,000 to 499,999
Income 500,000 to 999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 290925
Income Amount 522731
Form 990 Revenue Amount 517771
National Taxonomy of Exempt Entities Community Improvement, Capacity Building: Urban, Community Economic Development
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 PAWTUCKET FOUNDATION
EIN 05-0511879
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name PAWTUCKET FOUNDATION
EIN 05-0511879
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name PAWTUCKET FOUNDATION
EIN 05-0511879
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name PAWTUCKET FOUNDATION
EIN 05-0511879
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name PAWTUCKET FOUNDATION
EIN 05-0511879
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name PAWTUCKET FOUNDATION
EIN 05-0511879
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name PAWTUCKET FOUNDATION
EIN 05-0511879
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1315157101 2020-04-10 0165 PPP 200 MAIN STREET, SUITE 200, PAWTUCKET, RI, 02860-4102
Loan Status Date 2020-12-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 38834
Loan Approval Amount (current) 38834
Undisbursed Amount 0
Franchise Name -
Lender Location ID 104790
Servicing Lender Name Coastal1 Credit Union
Servicing Lender Address 1200 Central Ave, PAWTUCKET, RI, 02861-2200
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address PAWTUCKET, PROVIDENCE, RI, 02860-4102
Project Congressional District RI-01
Number of Employees 2
NAICS code 813990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 104790
Originating Lender Name Coastal1 Credit Union
Originating Lender Address PAWTUCKET, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 39037.88
Forgiveness Paid Date 2020-10-29
5883758303 2021-01-26 0165 PPS 200 Main St Ste 200, Pawtucket, RI, 02860-4119
Loan Status Date 2021-10-22
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 38834
Loan Approval Amount (current) 38834
Undisbursed Amount 0
Franchise Name -
Lender Location ID 104790
Servicing Lender Name Coastal1 Credit Union
Servicing Lender Address 1200 Central Ave, PAWTUCKET, RI, 02861-2200
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Pawtucket, PROVIDENCE, RI, 02860-4119
Project Congressional District RI-01
Number of Employees 2
NAICS code 813990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 104790
Originating Lender Name Coastal1 Credit Union
Originating Lender Address PAWTUCKET, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 39076.71
Forgiveness Paid Date 2021-09-15

Date of last update: 08 Oct 2024

Sources: Rhode Island Department of State