2025-09-04T09:08:18-04:00 2024-12-31 Wolf & Company PC 255 State Street Boston MA 02109 990PF 2024-01-01 815171277 Navigant Credit Union Charitable Foundation Inc % KATHLEEN OROVITZ NAVI 4012334303 1005 Douglas Pike Smithfield RI 02917 Lisa Dandeneau Treasurer 4012334303 2025-09-15 true true Karen Ng EA P01067482 6174399700 2025-08-15 2024 2025-03-06 01:10:19Z X 9852596 X 10394 X 245374 219349 172545 3126885 168664 72 72 0 428385 388085 0 0 87734 87734 0 0 1560 8060 0 0 31 0 0 31 89325 95794 0 31 569800 569800 659125 95794 0 569831 -230740 292291 0 1283 297 297 157579 136385 136385 2640 2500 2640 2640 9597669 9690030 9690030 23244 23244 23244 9782275 9852596 9852596 0 0 X 9782275 9852596 9782275 9852596 9782275 9852596 9782275 -230740 301061 9852596 9852596 SHORT TERM CAPITAL GAIN P 344232 339431 4801 4801 LONG TERM CAPITAL GAIN P 2782545 2618790 163755 163755 168664 4063 4063 4063 2640 0 4000 6640 X 2577 2577 false false false false false false false true true CT FL ME MA NH RI true false false false false true ncufoundation.org KATHLEEN OROVITZ 4012334310 1005 douglas pike smithfield RI 029171206 false false false false false false false false false false false false false false false false false false false false false Gary E Furtado 1005 Douglas Pike Smithfield RI 02917 Director 1.0 0 0 0 Lisa G Dandeneau 1005 Douglas Pike Smithfield RI 02917 Treasurer/Director 1.0 0 0 0 Timothy J Draper 1005 Douglas Pike Smithfield RI 02917 Secretary/Director 1.0 0 0 0 Ann M Kashmanian 1005 Douglas Pike Smithfield RI 02917 Director 1.0 0 0 0 James K Salome 1005 Douglas Pike Smithfield RI 02917 Director 1.0 0 0 0 Kathleen C Orovitz 1005 Douglas Pike Smithfield RI 02917 President/Director 1.0 0 0 0 Morgan Stanley 28 State Street 34th Floor BOSTON MA 02109 Management Fees 86063 9915337 160396 0 10075733 0 10075733 151136 9924597 496230 496230 4063 4063 492167 492167 492167 569831 0 0 0 0 569831 492167 2022 2021 2020 3901 3901 569831 492167 77664 81565 0 81565 3901 77664 NONE NONE TIM DRAPER 1005 DOUGLAS PIKE SMITHFIELD RI 02917 4012334303 INFO@NCUFOUNDATION.ORG SEE APPLICATION SEE APPLICATION SEE APPLICATION Grants and Contributions Paid Available Upon Request Smithfield RI 02917 Not Related PC Exempt Purpose 569800 569800 14 245374 18 72 18 172545 417991 0 417991 false false false false false false false false false false Investments in Mutual Funds 23244 23244 Investments in Securities 9690030 9690030 Merchant Service Fees 31 0 0 31 Other Investment Income 72 72 0 Unrealized Gain/Loss 300775 Return of Capital 286 INVESTMENT ADVISORY FEE 87734 87734 0 0 FEDERAL EXCISE TAX 1560 0 0 0 FOREIGN TAX 0 8060 0 0