2025-05-12T15:17:12-04:00 2024-12-31 311056586 WESTMINSTER FINANCIAL ADVISORY CORP 50 CHESTNUT ST SUITE A-200 BEAVERCREEK OH 45440 990PF 2024-01-01 050481538 THE ROBERTSON FOUNDATION C/O JOCELIN G HAMBLETT ROBE 5086367116 100 WESTMINSTER STREET PROVIDENCE RI 02903 JOCELIN G HAMBLETT PRES,TRS,DIR 5086367116 2025-05-12 true false PAUL P ST ONGE P00096975 9378985010 2025-05-12 X 2024 2025-03-06 01:10:19Z X 1833375 X X 8525 8525 20905 20905 102106 371699 102106 3273 3273 134809 134809 497 8500 4250 10890 10890 178 128 20065 15268 0 183943 183943 204008 15268 183943 -69199 119541 45387 41830 41830 6049 8893 8893 10150 125765 137931 133062 809124 812146 1456631 245505 171981 192959 1241980 1172781 1833375 0 X 1241980 1172781 1241980 1172781 1241980 1172781 1241980 -69199 1172781 1172781 CIBC P 42900 42541 359 359 CIBC P 307569 227052 80517 80517 CIBC CGD P 21230 21230 21230 102106 359 1662 1662 1662 1885 1885 X 223 223 false false false false false false false true true RI true false false false false true N/A JOCELIN G HAMBLETT 5086367116 100 WESTMINSTER STREET PROVIDENCE RI 02903 false false false false false false false false false false false false false false false false false false false false JOCELIN G HAMBLETT 100 WESTMINSTER STREET PROVIDENCE RI 02903 PRES,TRS,DIR 2.00 0 0 0 CHRISTOPHER S HAMBLETT 27 WALNUT ROAD BARRINGTON RI 02806 SECRTY & DIR 0.50 0 0 0 A MAX KOHLENBERG 100 WESTMINSTER STREET PROVIDENCE RI 02903 DIRECTOR 0.50 0 0 0 NONE NONE N/A N/A 1800000 50000 0 1850000 1850000 27750 1822250 91113 91113 1662 1662 89451 89451 89451 183943 183943 89451 94156 82295 73788 93366 99052 442657 183943 89451 94492 537149 0 94156 442993 82295 73788 93366 99052 94492 STEPHEN HAMBLETT DECEASED 121305 FROM 1994 THROUGH 2004 TOTAL 4549189 X BUTTONWOOD PARK ZOO SOCIETY 425 HAWTHORN STREET NEW BEDFORD MA 02740 PUBLIC EDUCATION 100 BUZZARDS BAY COALITION 114 FRONT STRREET NEW BEDFORD MA 02740 PUBLIC COMMUNITY SUPPORT 50000 COASTAL NEIGHBORS NETWORK PO BOX 88073 SOUTH DARTMOUTH MA 02748 PUBLIC COMMUNITY SUPPORT 2500 DESIGN ART TECHNOLOGY MASSACHUSETTS 336 ACHUSHNET AVENUE NEW BEDFORD MA 02740 PUBLIC ARTS OUTREACH 29843 FOUNDATION FOR WEST AFRICA 219 WASHINGTON ROAD BARRINGTON RI 02806 PUBLIC EDUCATION PROGRAMS 1500 MUSTIQUE CHARITABLE FOUNDATION 75 EAST 55TH STREET NEW YORK NY 10022 PUBLIC COMMUNITY SUPPORT 15000 NEW ENG FIRST AMENDMENT COALITION 111 MILK STREET WESTBOROUGH MA 01581 PUBLIC GENERAL SUPPORT 15100 NEW YORK YATCH CLUB FOUNDATION 37 W 44TH ST NEW YORK NY 10036 PUBLIC GENERAL SUPPORT 350 OUR SISTERS SCHOOL 145 BROWNELL AVE NEW BEDFORD MA 02740 PUBLIC EDUCATION 4000 PLANNED PARENTHOOD OF SO NEW ENG 111 POINT STREET PROVIDENCE RI 02903 PUBLIC COMMUNITY SUPPORT 30000 PUBLIC'S RADIO 1 UNION STATION PROVIDENCE RI 02903 PUBLIC GENERAL PURPOSE 20000 SE MASS AGRICULTURAL PARTNERSHIP PO BOX 569 EAST WAREHAM MA 02538 PUBLIC COMMUNITY SUPPORT 100 THE NEWFORD BEDFORD LIGHT 127 RODNEY FRENCH BLVD NEW BEDFORD MA 02744 PUBLIC COMMUNITY SUPPORT 5000 THE TOMORROW FUND 110 LOCKWOOD ST PROVIDENCE RI 02903 PUBLIC GENERAL PURPOSE 500 TRINITY REPERTORY COMPANY 201 WASHINGTON STREET PROVIDENCE RI 02903 PUBLIC EDUCATION 8000 WATERFIRE PROVIDENCE 475 VALLEY STREET PROVIDENCE RI 02908 PUBLIC GENERAL SUPPORT 250 WGBH EDUCATIONAL FOUNDATION 1 GUEST ST BOSTON MA 02135 PBLIC ARTS SUPPORT 1000 WORLD WILDLIFE FUND 1250 24TH ST WASHINGTON DC 20037 PUBLIC GENERAL SUPPORT 100 ZEITERION PERFORMING ARTS CENTER 128 UNION ST NEW BEDFORD MA 02740 PUBLIC GENERAL PURPOSE 500 ROUND THE BEND FARM 92 ALEENS NCK RD SOUTH DARTMOUTH MA 02748 PUBLIC GENERAL PURPOSE 100 183943 14 8525 14 20905 18 3273 18 102106 134809 134809 false false false false false false false false false false ACCOUNTING EXPENSES 8500 4250 NONGOVT - CIBC 157136 178313 FIXED INCOME MUTUAL FUNDS 14845 14646 EQUITIES - CIBC 641751 1249510 TACTICAL - CIBC 116117 144522 ALTERNATIVE - CIBC 54278 62599 137931 133062 LEGAL FEES 497 CIBC 2403 2403 OTHER INCOME 870 870 MANAGEMENT FEES AND EXPENSES 10890 10890 FOREIGN TAXES (CIBC) 128 128 RI GENERAL TREASURER 50