2022-10-10T16:01:17-04:00 2021-12-31 311056586 WESTMINSTER FINANCIAL ADVISORY CORP 40 N MAIN ST STE 2400 DAYTON OH 45423 990PF 2021-01-01 050481538 THE ROBERTSON FOUNDATION C/O JOCELIN G HAMBLETT ROBE 5086367116 ONE FINANCIAL PLAZA SUITE 2200 PROVIDENCE RI 02903 JOCELIN G HAMBLETT PRES,TRS,DIR 5086367116 2022-10-10 true JOCELIN G HAMBLETT XXX-XX-XXXX PAUL P ST ONGE P00096975 9378985010 2022-10-10 X 2021 2022-09-23 18:48:47Z X 2317355 X X 6009 6009 20025 20025 162508 413247 162508 188542 188542 346 5000 2500 12399 12399 319 219 1293 19357 15118 0 182190 182190 201547 15118 182190 -13005 173424 49179 66359 66359 15107 8323 8323 175421 174895 179352 1002791 1020089 1837520 261586 221413 225801 1504084 1491079 2317355 0 X 1504084 1491079 1504084 1491079 1504084 1491079 1504084 -13005 1491079 1491079 CIBC CGD P 46904 46904 46904 CIBC P 46624 45000 1624 1624 CIBC P 319719 205739 113980 113980 162508 1624 2411 2411 2411 6721 6721 X 4310 4310 false false false false false false false true true RI true false false false false true N/A JOCELIN G HAMBLETT 5086367116 740 HORSENECK ROAD SOUTH DARTMOUTH MA 02748 false false false false false false false false false false false false false false false false false false false false JOCELIN G HAMBLETT 740 HORSENECK ROAD SOUTH DARTMOUTH MA 02748 PRES,TRS,DIR 0.50 0 0 0 CHRISTOPHER S HAMBLETT 27 WALNUT ROAD BARRINGTON RI 02806 SECRTY & DIR 0.10 0 0 0 A MAX KOHLENBERG ONE FINANCIAL PLAZA SUITE 2200 PROVIDENCE RI 02903 DIRECTOR 0.10 0 0 0 NONE NONE N/A N/A 2200000 50000 0 2250000 2250000 33750 2216250 110813 110813 2411 2411 108402 108402 108402 182190 182190 108402 136445 161695 170980 94156 82295 645571 182190 108402 73788 719359 0 136445 582914 161695 170980 94156 82295 73788 STEPHEN HAMBLETT DECEASED 121305 66 WILLIAMS STREET PROVIDENCE RI 02906 FROM 1994 THROUGH 2004 TOTAL 4549189 X ALLENS POND CONVSERVATION 114 FRONT STREET NEW BEDFORD MA 02740 PUBLIC COMMUNITY SUPPORT 25000 BUTTONWOOD PARK ZOO SOCIETY 425 HAWTHORN STREET NEW BEDFORD MA 02740 PUBLIC EDUCATION 250 BUZZARDS BAY COALITION 114 FRONT STRREET NEW BEDFORD MA 02740 PUBLIC COMMUNITY SUPPORT 25000 COASTAL NEIGHBORS NETWORK PO BOX 88073 SOUTH DARTMOUTH MA 02748 PUBLIC COMMUNITY SUPPORT 2500 DATMA 336 ACHUSHNET AVENUE NEW BEDFORD MA 02740 PUBLIC ARTS OUTREACH 15000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET NEW YORK NY 10006 PUBLIC GENERAL SUPPORT 100 FOUNDATION FOR WEST AFRICA 219 WASHINGTON ROAD BARRINGTON RI 02806 PUBLIC EDUCATION PROGRAMS 1000 MUSTIQUE CHARITABLE FOUNDATION 75 EAST 55TH STREET NEW YORK NY 10022 PUBLIC COMMUNITY SUPPORT 21000 THE NEWFORD BEDFORD LIGHT 127 RODNEY FRENCH BLVD NEW BEDFORD MA 02744 PUBLIC COMMUNITY SUPPORT 5000 NEW ENG FIRST AMENDMENT COALITION 111 MILK STREET WESTBOROUGH MA 01581 PUBLIC GENERAL SUPPORT 15000 NATIONAL OUTDOOR LEADERSHIP SCHOOL 284 LINCOLN ST LANDER WY 82520 PUBLIC COMMUNITY SUPPORT 25 OUR SISTERS SCHOOL 145 BROWNELL AVE NEW BEDFORD MA 02740 PUBLIC EDUCATION 5000 PLANNED PARENTHOOD OF SO NEW ENG 111 POINT STREET PROVIDENCE RI 02903 PUBLIC COMMUNITY SUPPORT 25100 RHODE ISLAND PUBLIC RADIO 1 UNION STATION PROVIDENCE RI 02903 PUBLIC COMMUNITY SUPPORT 40000 SE MASS AGRICULTURAL PARTNERSHIP PO BOX 569 EAST WAREHAM MA 02538 PUBLIC COMMUNITY SUPPORT 100 THE NATURE CONSERVANCY 4245 N FAIRFAX DR STE 100 ARLINGTON VA 22203 PUBLIC COMMUNITY SUPPORT 15 WATERFIRE PROVIDENCE 475 VALLEY STREET PROVIDENCE RI 02908 PUBLIC GENERAL SUPPORT 500 WGBH EDUCATIONAL FOUNDATION 1 GUEST ST BOSTON MA 02135 PBLIC ARTS SUPPORT 1500 WORLD WILDLIFE FUND 1250 24TH ST WASHINGTON DC 20037 PUBLIC GENERAL SUPPORT 100 182190 14 6009 14 20025 18 162508 188542 188542 false false false false false false false false false false ACCOUNTING EXPENSES 5000 2500 NONGOVT - CIBC 85637 88256 FOREIGN OBLIG - CIBC FIXED INCOME MUTUAL FUNDS 135776 137545 EQUITIES - CIBC 813119 1526804 TACTICAL - CIBC 75993 99840 ALTERNATIVE - CIBC 130977 210876 174895 179352 LEGAL FEES 346 EXPENSES BOND PREMIUMS 1284 MISCELLANEOUS EXPENSES 9 MANAGEMENT FEES AND EXPENSES 12399 12399 FOREIGN TAXES (CIBC) 219 219 RI GENERAL TREASURER 100