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The Simon W. Wardwell Foundation

Company Details

Name: The Simon W. Wardwell Foundation
Jurisdiction: Rhode Island
Entity type: Domestic Non-Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 28 Oct 2011 (13 years ago)
Identification Number: 000726102
ZIP code: 02920
County: Providence County
Principal Address: 2000 CHAPEL VIEW BLVD. SUITE 350, CRANSTON, RI, 02920, USA
Purpose: TO PROVIDE GRANTS, SUPPORT, ENDOWMENT, AND ASSISTANCE TO, OR TO ENGAGE DIRECTLY IN ACTIVITIES THAT SUPPORT, THE STUDYING, PLANNING FOR, DESIGNING, ERECTING, CONSTRUCTING, ENHANCING, IMPROVING, MODERNIZING, OR OPERATION IN RHODE ISLAND OF: (1) PUBLIC SERVICES, INCLUDING INFRASTRUCTURE; (2) HOSPITALS AND HEALTH CARE FACILITIES; (3) EDUCATIONAL INSTITUTIONS, PARTICULARLY THOSE FOCUSING ON EARLY CHILDHOOD EDUCATION; AND (4) ORGANIZATIONS, FACILITIES, AND SERVICE PROVIDERS PROVIDING RESIDENCES FOR AGED COUPLES; PROVIDED, HOWEVER, THAT IN EACH SUCH CASE PREFERENCE SHALL BE GIVEN TO PROGRAMS, SERVICES, AND FACILITIES LOCATED IN THE GEOGRAPHIC AREAS OF CENTRAL FALLS, PAWTUCKET, CUMBERLAND, AND LINCOLN; AND PROVIDED, FURTHER, THAT IN EACH SUCH CASE PREFERENCE SHALL BE GIVEN TO PROGRAMS, INITIATIVES, FACILITIES, AND SERVICES THAT SERVE, OR SEEK TO SERVE, AS MODELS OR INNOVATORS IN THEIR RESPECTIVE AREAS.

Industry & Business Activity

NAICS

813211 Grantmaking Foundations

This U.S. industry comprises establishments known as grantmaking foundations or charitable trusts. Establishments in this industry award grants from trust funds based on a competitive selection process or the preferences of the foundation managers and grantors; or fund a single entity, such as a museum or university. Learn more at the U.S. Census Bureau

Agent

Name Role Address
MAUREEN SHERIDAN Agent 2000 CHAPEL VIEW BOULEVARD SUITE 350, CRANSTON, RI, 02920, USA

SECRETARY

Name Role Address
DAVID E. FARNUM SECRETARY 2631 HARKNEY HILL ROAD COVENTRY, RI 02816 USA

PRESIDENT / TREASURER

Name Role Address
ALFRED P. DEGEN PRESIDENT / TREASURER 7 BUCKBOARD DRIVE CUMBERLAND, RI 02864 USA

VICE PRESIDENT

Name Role Address
JOHN J. PARTRIDGE ESQ. VICE PRESIDENT 355 BLACKSTONE BLVD., APT. 336 PROVIDENCE, RI 02906 USA

DIRECTOR

Name Role Address
KATHLEEN C. OROVITZ DIRECTOR 1005 DOUGLAS PIKE SMITHFIELD, RI 02917 USA
JESSICA WATERS DIRECTOR 150 WASHINGTON STREET PROVIDENCE, RI 02903 USA
DAVID E. FARNUM DIRECTOR 2631 HARKNEY HILL ROAD COVENTRY, RI 02816 USA
ALFRED P. DEGEN DIRECTOR 7 BUCKBOARD DRIVE CUMBERLAND, RI 02864 USA
JOHN J. PARTRIDGE ESQ DIRECTOR 355 BLACKSTONE BLVD., APT 336 PROVIDENCE, RI 02906 USA

Filings

Number Name File Date
202446901420 Annual Report 2024-02-20
202328604830 Annual Report 2023-02-16
202222557520 Articles of Amendment 2022-08-30
202212574700 Annual Report 2022-03-10
202196692740 Statement of Change of Registered/Resident Agent 2021-05-18
202196595140 Annual Report 2021-05-13
202041623330 Annual Report 2020-06-08
201993861360 Annual Report 2019-05-20
201871380590 Annual Report 2018-07-02
201871380400 Statement of Change of Registered/Resident Agent 2018-07-02

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
45-3697597 Corporation Unconditional Exemption 2000 CHAPEL VIEW BLVD STE 350, CRANSTON, RI, 02920-3040 2013-04
In Care of Name % PARTRIDGE SNOW & HAHN LLP
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 non-operating foundation
Tax Period 2023-12
Asset 10,000,000 to 49,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 17702322
Income Amount 27067178
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 foundation. Deductibility Limitation: 30% (generally)

Determination Letter

Final Letter(s) FinalLetter_45-3697597_THESIMONWWARDWELLFOUNDATION_10172022_00.pdf

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

Organization Name SIMON W WARDWELL FOUNDATION
EIN 45-3697597
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name SIMON W WARDWELL FOUNDATION
EIN 45-3697597
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name SIMON W WARDWELL FOUNDATION
EIN 45-3697597
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name SIMON W WARDWELL FOUNDATION
EIN 45-3697597
Tax Period 201912
Filing Type E
Return Type 990EZ
File View File
Organization Name SIMON W WARDWELL FOUNDATION
EIN 45-3697597
Tax Period 201812
Filing Type E
Return Type 990EZ
File View File
Organization Name SIMON W WARDWELL FOUNDATION
EIN 45-3697597
Tax Period 201712
Filing Type E
Return Type 990EZ
File View File
Organization Name SIMON W WARDWELL FOUNDATION
EIN 45-3697597
Tax Period 201612
Filing Type E
Return Type 990EZ
File View File

Date of last update: 16 Oct 2024

Sources: Rhode Island Department of State