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Westerly Education Endowment Fund, Inc.

Company Details

Name: Westerly Education Endowment Fund, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Non-Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 25 Jan 2005 (20 years ago)
Identification Number: 000145606
ZIP code: 02891
County: Washington County
Principal Address: PO BOX 1219, WESTERLY, RI, 02891, USA
Purpose: TO CREATE AND MAINTAIN AN ENDOWMENT FUND AS A SOURCE OF SUPPLEMENTAL EDUCATION FUNDS FOR WESTERLY PUBLIC SCHOOL STUDENTS

Industry & Business Activity

NAICS

813319 Other Social Advocacy Organizations

This U.S. industry comprises establishments primarily engaged in social advocacy (except human rights and environmental protection, conservation, and wildlife preservation). Establishments in this industry address issues, such as peace and international understanding; community action (excluding civic organizations); or advancing social causes, such as firearms safety, drunk driving prevention, or drug abuse awareness. These organizations may solicit contributions and offer memberships to support these causes. Learn more at the U.S. Census Bureau

Agent

Name Role Address
PETER L. LEWISS Agent 79 FRANKLIN STREET, WESTERLY, RI, 02891, USA

PRESIDENT

Name Role Address
MICHAEL LYNCH PRESIDENT 117 HIGH STREET, PO BOX 761 WESTERLY, RI 02891 USA

TREASURER

Name Role Address
ERNEST MUCCIO TREASURER 8 HICKORY LANE WESTERLY , RI 02891 USA

VICE PRESIDENT

Name Role Address
STEPHEN WHITE VICE PRESIDENT 16 WINDOVER TURN WESTERLY, RI 02891 USA

DIRECTOR

Name Role Address
DEB VENTRESCA DIRECTOR 1 WESTVIEW DRIVE WESTERLY, RI 02891 USA
ERNEST MUCCIO DIRECTOR 8 HICKORY LANE WESTERLY, RI 02891 USA
STEPHEN WHITE DIRECTOR 16 WINDOVER TURN WESTERLY, RI 02891 USA
MEGAN HERLIHY DIRECTOR 16 CASTLE WAY WESTERLY, RI 02891 USA
IDE KOULBANIS DIRECTOR 6 STONE HILL DRIVE WESTERLY, RI 02891 USA
SUSAN LJUNGBERG DIRECTOR 20 DAMATO DRIVE WESTERLY, RI 02891 USA
PATRICK CONNELLY DIRECTOR 220 QUEENS RIVER DRIVE WEST KINGSTON, RI 02892 USA
MARY SUE FRISHMAN DIRECTOR 17 CRESTVIEW DRIVE WESTERLY, RI 02891 USA
CHRIS LUND DIRECTOR 4 SOSOA LANE WESTERLY, RI 02891 USA
JEAN LARSON DIRECTOR 8 HAJEL STREET WESTERLY, RI 02891 USA

Filings

Number Name File Date
202454571730 Annual Report 2024-05-06
202336317270 Annual Report 2023-05-30
202216959990 Annual Report 2022-04-28
202199134670 Annual Report 2021-07-07
202199134850 Annual Report 2021-07-07
202199134490 Reinstatement 2021-07-07
202196257750 Revocation Certificate For Failure to File the Annual Report for the Year 2021-05-06
202191716450 Revocation Notice For Failure to File An Annual Report 2021-02-17
202031468880 Annual Report 2020-01-06
201927000450 Revocation Notice For Failure to File An Annual Report 2019-11-06

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
20-1963637 Corporation Unconditional Exemption PO BOX 1219, WESTERLY, RI, 02891-0904 2023-08
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, Educational Organization, Local Association of Employees, Agricultural Organization, Horticultural Organization, Board of Trade, Business League, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Voluntary Employees' Beneficiary Association (Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Mutual Ditch or Irrigation Co., Burial Association, Cemetery Company, Credit Union, Other Mutual Corp. or Assoc., 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 100,000 to 499,999
Income 10,000 to 24,999
Filing Requirement 990 - Required to file Form 990-N - Income less than $50,000 per year
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 190283
Income Amount 19299
Form 990 Revenue Amount 11407
National Taxonomy of Exempt Entities Education: Educational Services and Schools - Other
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)

Auto-Revocation List

Description Organizations whose federal tax exempt status was automatically revoked for not filing a Form 990-series return or notice for three consecutive years. Important note: Just because an organization appears on this list, it does not mean the organization is currently revoked, as they may have been reinstated.
Exemption Type 501(c)(3): Religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition, or prevention of cruelty to children or animals organizations
Revocation Date 2010-05-15
Revocation Posting Date 2023-10-19

Determination Letter

Final Letter(s) FinalLetter_20-1963637_WESTERLYEDUCATIONENDOWMENTFUND_07282023_00.pdf

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

Organization Name WESTERLY EDUCATION ENDOWMENT FUND INC
EIN 20-1963637
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name WESTERLY EDUCATION ENDOWMENT FUND INC
EIN 20-1963637
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name WESTERLY EDUCATION ENDOWMENT FUND INC
EIN 20-1963637
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name WESTERLY EDUCATION ENDOWMENT FUND INC
EIN 20-1963637
Tax Period 201512
Filing Type E
Return Type 990
File View File

Date of last update: 09 Oct 2024

Sources: Rhode Island Department of State