2026-05-13T06:55:02-05:00 2025-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2025-01-01 815171277 NAVIGANT CREDIT UNION CHARITABLE FOUNDATION INC NAVI 4012334303 1005 DOUGLAS PIKE SMITHFIELD RI 02917 LISA DANDENEAU TREASURER 4012234304 2026-05-01 1 KAREN S NG P01067482 6174399700 2026-05-01 2025 2025-03-06 01:10:19Z X 10222846 X 299402 249843 249843 143948 2012169 143948 13 13 693206 393804 0 0 0 87032 87032 0 255 0 255 87287 87032 255 569140 569140 656427 87032 569395 36779 306772 297 31666 31666 136385 396673 396673 2640 13640 13640 9690030 9757623 9757623 23244 23244 23244 9852596 10222846 10222846 0 0 X 0 0 0 0 9852596 10222846 9852596 10222846 9852596 10222846 9852596 36779 333471 10222846 0 10222846 SHORT TERM GAIN P 265330 279997 -14667 -14667 LONG TERM GAIN P 1746839 1588224 158615 158615 143948 4264 0 4264 0 4264 4577 0 0 0 4577 X 0 313 313 0 0 0 0 0 0 0 0 0 0 0 1 1 CT FL ME MA NH RI 1 0 0 0 0 1 NCUFOUNDATION.ORG KATHLEEN OROVITZ 4012334310 1005 DOUGLAS PIKE SMITHFIELD RI 029171206 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARY E FURTADO 1005 DOUGLAS PIKE SMITHFIELD RI 02917 DIRECTOR 0.75 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 20.00 0 0 0 ANN M KASHMANIAN 1005 DOUGLAS PIKE SMITHFIELD RI 02917 DIRECTOR 0.50 0 0 0 JAMES K SALOME 1005 DOUGLAS PIKE SMITHFIELD RI 02917 DIRECTOR 0.50 0 0 0 KATHLEEN C OROVITZ 1005 DOUGLAS PIKE SMITHFIELD RI 02917 PRESIDENT/DIRECTOR 0.50 0 0 0 NONE 0 MORGAN STANLEY 28 STATE STREET 34TH FLOOR BOSTON MA 02109 MANAGEMENT FEES 87032 0 0 9811359 179113 0 9990472 0 0 9990472 149857 9840615 492031 492031 4264 4264 487767 0 487767 0 487767 569395 0 569395 487767 0 0 3901 77664 81565 569395 0 0 0 487767 81628 0 0 163193 0 0 0 0 0 0 0 163193 3901 77664 81628 TIM DRAPER 1005 DOUGLAS PIKE SMITHFIELD RI 02917 4012334303 INFO@NCUFOUNDATION.ORG SEE APPLICATION SEE APPLICATION SEE APPLICATION 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0 255 OTHER INVESTMENT INCOME 13 13 13 UNREALIZED GAIN/LOSS 333333 RETURN OF CAPITAL 138 INVESTMENT ADVISORY FEE 87032 87032 0