NAVIGANT CREDIT UNION CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NAVIGANT CREDIT UNION CHARITABLE FOUNDATION INC (EIN 81-5171277)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202431359349104343
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T14:45:23-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815171277 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAVIGANT CREDIT UNION CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAVI | BusinessNameControlTxt |
| Phone | 4012334303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 DOUGLAS PIKE | AddressLine1Txt |
| City | SMITHFIELD | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02917 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA DANDENEAU | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4012234304 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | DANDENEAU | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000004187 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN S NG | PreparerPersonNm |
| PTIN | P01067482 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,782,275 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,934 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $216,056 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $180,226 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,639 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,852,798 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,693 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $214,351 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $199,919 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $81,254 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,254 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Net Invst Incm | $6,419 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $37 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,673 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $466,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $466,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $547,291 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,673 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $466,037 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$332,940 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,246 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,283 | CashEOYAmt |
| Cash EOYFMV | $1,283 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $512,570 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $157,579 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $157,579 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,500 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,500 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,500 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $8,549,065 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,597,669 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,597,669 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,244 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,244 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,063,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,782,275 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,782,275 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,063,635 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,782,275 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,063,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,782,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,063,635 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,782,275 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,063,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$332,940 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,051,580 | OtherIncreasesAmt |
| Subtotal | $9,782,275 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,782,275 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM CAPITAL LOSS | P | $537,979 | $571,605 | -$33,626 | -$33,626 |
| LONG TERM CAPITAL GAIN | P | $1,314,764 | $1,261,500 | $53,264 | $53,264 |
| CAPITAL GAINS DIVIDENDS | P | $55 | $55 | $55 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,693 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,560 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,560 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,560 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $940 | OverpaymentAmt |
| Applied To ES Tax | $940 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NCUFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KATHLEEN OROVITZ | IndividualWithBooksNm |
| Phone | 4012334310 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 DOUGLAS PIKE | AddressLine1Txt |
| City | SMITHFIELD | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029171206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY E FURTADO | ||||||||
| 1005 DOUGLAS PIKE | SMITHFIELD | RI | 02917 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LISA G DANDENEAU | ||||||||
| 1005 DOUGLAS PIKE | SMITHFIELD | RI | 02917 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| TIMOTHY J DRAPER | ||||||||
| 1005 DOUGLAS PIKE | SMITHFIELD | RI | 02917 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANN M KASHMANIAN | ||||||||
| 1005 DOUGLAS PIKE | SMITHFIELD | RI | 02917 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES K SALOME | ||||||||
| 1005 DOUGLAS PIKE | SMITHFIELD | RI | 02917 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHLEEN C OROVITZ | ||||||||
| 1005 DOUGLAS PIKE | SMITHFIELD | RI | 02917 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 STATE STREET 34TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $79,764 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,258,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,991 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,415,138 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,415,138 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,273,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $463,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $463,696 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,560 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,560 | TotalTaxAmt |
| Distributable Before Adj | $462,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $462,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $462,136 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $466,037 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $466,037 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $462,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $466,037 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $462,136 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,901 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,901 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,901 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,901 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIM DRAPER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 DOUGLAS PIKE | AddressLine1Txt |
| City | SMITHFIELD | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02917 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4012334303 | RecipientPhoneNum |
| Recipient Email Address | INFO@NCUFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE APPLICATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE APPLICATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WEST END COMMUNITY CENTER | |||||||
| 109 BUCKLIN ST | PROVIDENCE | RI | 02907 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| CROSSROADS | |||||||
| 160 BROAD ST | PROVIDENCE | RI | 02903 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 |
| PAWTUCKET SOUP KITCHEN | |||||||
| 195 WALCOTT ST | PAWTUCKET | RI | 02860 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 |
| BISHOP FEEHAN HIGH SCHOOL | |||||||
| 70 HOLCOTT DR | ATTLEBORO | MA | 02703 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| UNITED WAY OF RI | |||||||
| 50 VALLEY ST | PROVIDENCE | RI | 02909 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| QUINNVILLE FIRE DEPARTMENT (LINCOLN) | |||||||
| 861 LOWER RIVER RD | LINCOLN | RI | 02865 | NOT RELATED | PC | EXEMPT PURPOSE | $16,000 |
| SOUTH COUNTY ARTS ASSOCIATION | |||||||
| 2587 KINGSTOWN RD | KINGSTON | RI | 02881 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| JOHNNY CAKE CENTER | |||||||
| 23 INDUSTRIAL DR | WESTERLY | RI | 02891 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| CARTWHEEL RI | |||||||
| 156 WOOD ST | PROVIDENCE | RI | 02909 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 2480 POST ROAD SUITE 309 | WARWICK | RI | 02886 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| CUMBERLAND LIBRARY FUND | |||||||
| 1464 DIAMOND HILL ROAD | CUMBERLAND | RI | 02864 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| JOE ANDRUZZI FOUNDATION | |||||||
| 49 PLAIN ST UNIT 500 | N ATTLEBORO | MA | 02760 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| NORTHERN RI FOOD PANTRY | |||||||
| PO BOX 7833 | CUMBERLAND | RI | 02864 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| RI MILITARY ORGNAIZATION | |||||||
| 108 W SHORE RD | WARWICK | RI | 02889 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| BUTLER HOSPITAL | |||||||
| 4 RICHMOND SQUARE 4TH FLOOR | PROVIDENCE | RI | 02906 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| STEERE HOUSE NURSING AND REHABILITATION CENTER | |||||||
| 100 BORDEN ST | PROVIDENCE | RI | 02903 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| SOUTH COUNTY HEALTH FOUNDATION | |||||||
| 100 KENYON AVE | WAKEFIELD | RI | 02879 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| RI COMMUNITY FOOD BANK | |||||||
| 200 NIANTIC AVE | PROVIDENCE | RI | 02907 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| AGING WELL | |||||||
| 84 SOCIAL ST STE 1 | WOONSOCKET | RI | 02895 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| COACHING FOR CHANGE | |||||||
| 427 WINSTHROP STREET | TAUNTON | MA | 02780 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| HOPE JACKSON FIRE DEPARTMENT | |||||||
| 117 MAIN ST | HOPE | RI | 02831 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| FOSTER FORWARD | |||||||
| 55 S BROW ST | E PROVIDENCE | RI | 02914 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| BLACKSTONE RIVER NATIONAL HERITAGE CORRIDOR | |||||||
| 670 LINWOOD AVENUE | WHITINSVILLE | MA | 01588 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| TEATRO ECAS | |||||||
| 679 VALLEY ST | PROVIDENCE | RI | 02908 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| MCAULEY MINISTRIES | |||||||
| 3333 5TH AVE | PITTSBURGH | PA | 15213 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| AMENITY AID | |||||||
| 55 JEFFERSON BLVD LL4 | WARWICK | RI | 02888 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| TIOGUE ELEMENTARY SCHOOL PTA | |||||||
| 170 E SHORE DR | COVENTRY | RI | 02816 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $466,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216,056 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,639 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $211,417 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $211,417 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS IN MUTUAL FUNDS | BondNm |
| EOY Book Value | $23,244 | EOYBookValueAmt |
| EOYFMV | $23,244 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS IN SECURITIES | StockNm |
| EOY Book Value | $9,597,669 | EOYBookValueAmt |
| EOYFMV | $9,597,669 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERCHANT SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $37 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $1,051,252 |
| RETURN OF CAPITAL | $328 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEE | CategoryTxt |
| Amt | $81,254 | Amt |
| Net Investment Income | $81,254 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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