BETA

ROBERT T GALKIN FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ROBERT T GALKIN FOUNDATION (EIN 81-1548245)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202641339349103829
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T15:18:39-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 EXCHANGE STREET SUITE 9-100AddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02903ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN811548245EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT T GALKIN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone4018280300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 EXCHANGE STREET 9-100AddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02903ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH J ANDSAGERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4018280300PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA DOWLINGPreparerPersonNm
PTINP01431443PTIN
Phone4014214800PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,199,503FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,036,091ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$92,789DividendsRevAndExpnssAmt
Dividends Net Invst Incm$92,789DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$83,971NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$328,747GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,971CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,212,851TotalRevAndExpnssAmt
Total Net Invst Incm$176,760TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$742LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$742LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,146AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,146AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$41,474OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$41,474OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$50,362TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$41,474TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,888TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$240,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$240,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$290,362TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$41,474TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$248,888TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,922,489ExcessRevenueOverExpensesAmt
Net Investment Income$135,286NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$642,205SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,536,930SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,536,933SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,613,166CorporateStockBOYAmt
Corporate Stock EOY$1,640,930CorporateStockEOYAmt
Corporate Stock EOYFMV$4,662,570CorporateStockEOYFMVAmt
Total Assets BOY$2,255,371TotalAssetsBOYAmt
Total Assets EOY$5,177,860TotalAssetsEOYAmt
Total Assets EOYFMV$8,199,503TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,255,371CapitalStockBOYAmt
Capital Stock EOY$5,177,860CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,255,371TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,177,860TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,255,371TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,177,860TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,255,371TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,922,489ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,177,860SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,177,860TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$328,747GrossSalesPriceAmt
Cost Or Other Basis$244,776CostOrOtherBasisAmt
Gain Or Loss$83,971GainOrLossAmt
Gains Minus Excess Or Losses$83,971GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$83,971CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,880InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,880SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,880TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,121EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,121TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$241OverpaymentAmt
Applied To ES Tax$241AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKENNETH J ANDSAGERIndividualWithBooksNm
Phone4015672117PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 EXCHANGE STREET SUITE 9-100AddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02903ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH J ANDSAGER
500 EXCHANGE STREET SUITE 9-100PROVIDENCERI02903DIRECTOR0.10$0$0$0
JANE LITNER
144 PRATT STREETPROVIDENCERI02906DIRECTOR0.10$0$0$0
DEBRA KRIM
16 HEBERT AVENUEW PEABODYMA01960DIRECTOR0.10$0$0$0
ELLEN KENNER
1401 MIDDLE GULF DRIVE Q202SANIBELFL33957DIRECTOR0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,099,230AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$63,574AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,162,804TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,162,804AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$77,442CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,085,362NetVlNoncharitableAssetsAmt
Minimum Investment Return$254,268MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$254,268MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,880TaxBasedOnInvestmentIncomeAmt
Total Tax$1,880TotalTaxAmt
Distributable Before Adj$252,388DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$252,388DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$252,388DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$248,888ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$248,888QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$252,388DistributableAsAdjustedAmt
Undistributed Income PY$20,096UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$248,888QualifyingDistributionsAmt
Applied To Year1$20,096AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$228,792AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$23,596UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOPE HEALTH HOSPICE CENTER
1085 N MAIN STPROVIDENCERI02904N/APCGENERAL SUPPORT$10,000
MIRIAM HOSPITAL
PO BOX HPROVIDENCERI02901N/APCGENERAL SUPPORT$50,000
PACIFIC LEGAL FOUNDATION
555 CAPITOL MALL STE 1290SACRAMENTOCA95814N/APCGENERAL SUPPORT$10,000
RI COMMUNITY FOOD BANK
200 NIANTIC AVEPROVIDENCERI02907N/APCGENERAL SUPPORT$10,000
ST JUDES CHILDRENS HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105N/APCGENERAL SUPPORT$10,000
THE AYN RAND INSTITUTE
6 HUTTON CENTRE DRIVE STE 600SANTA ANACA92707N/APCGENERAL SUPPORT$70,000
WHEELCHAIRS FOR WARRIORS
PO BOX 2911LEAGUE CITYTX77574N/APCGENERAL SUPPORT$40,000
WOUNDED WARRIOR PROJECT
4899 BELFORT RD STE 300JACKSONVILLEFL32256N/APCGENERAL SUPPORT$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$240,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$92,789ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$83,971ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$176,760ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$176,760TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT GALKIN ESTATEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1500 EXCHANGE STAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02903ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,019,270TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRETURN PREPARATION AND TAX COMPLIANCECategoryTxt
Amt$8,146Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,146DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$128,513$205,641
ALPHABET INC$134,562$376,560
AMAZON$110,656$184,656
BANK OF AMERICA CORP$23,071$155,760
BANK OF NY$3,418$52,473
BERKSHIRE HATHAWAY INC$55,668$301,590
CHEVRON$16,364$69,194
DISNEY WALT CO COM$102,401$113,770
DUKE ENERGY CORP$18,696$39,383
EDG RESOURCES$134,998$115,511
GENERAL DYNAMICS CORP$66,646$149,814
HOME DEPOT$4,526$172,050
ISHARES TRUST (GLOBAL CONSUMER)$26,813$64,650
JOHNSON AND JOHNSON$162,481$206,950
LOCKHEAD MARTIN CORP$90,237$96,734
LOWES CORP$3,447$241,160
NVIDIA CORPORATION$65,959$851,000
PROCTOR & GAMBLE CO$7,130$62,483
RTX CORPORATION$71,960$183,400
TJX CO$13,534$384,025
WALMART STORES$23,180$133,692
WASHINGTON TRUST BANK CORP$85,663$88,650
WELLS FARGO & CO$18,468$111,840
BLACKSTONE INC$24,816$27,437
BLACKROCK INC COM$23,990$27,829
BOSTON SCIENTIFIC CORP$9,874$9,154
BROADCOM INC$77,870$100,023
COSTCO$29,243$25,008
CROWDSTRIKE$4,744$5,156
META PLATFORMS$24,113$24,423
INTUITUVE SURGICAL INC$14,150$14,725
JP MORGAN CHASE$14,623$17,722
MICROSOFT$10,012$10,640
MOODYS CORP$9,883$10,728
PEPSICO INC$4,965$5,454
S&P GLOBAL INC$9,648$9,929
SRYKER CORP$14,608$13,356

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL GOVERNANCE AND COUNSELCategoryTxt
Legal Fees$742LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$742DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$41,474Amt
Net Investment Income$41,474NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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