2018-05-14T14:05:39-05:00 2017-12-31 050479760 ANDSAGER BARTLETT & PIERONI LLP 1275 WAMPANOAG TRAIL EAST PROVIDENCE RI 02915 990PF 2017-01-01 050514676 THE CAROL A PETERSON FOUNDATION CARO 4019410071 28 BRADFORD ROAD CRANSTON RI 02910 CAROL PETERSON PRESIDENT 4019410071 2018-05-14 1 EDWARD P PIERONI P00189634 4012729100 2018-05-11 X 98.191.58.143 2018-05-14 08:48:44 ED P C6F424F1E90091D4766D9910809A06A5322349E0 58E16EEADF65460926D492BFAEB5380E9452FB15 2017 2021-01-29 14:40:06Z X 878553 X X 19234 19234 15601 36713 15601 34835 34835 0 0 0 2712 2712 0 850 850 0 301 301 0 50 0 50 3913 3863 50 202245 202245 206158 3863 202295 -171323 30972 31735 33621 33621 880143 728927 844932 911878 762548 878553 0 0 X 0 0 -64686 -64686 976564 827234 911878 762548 911878 762548 911878 -171323 22141 762696 148 762548 101 SHS DFA US LARGE CAP VALUE P 2008-11-25 2017-10-05 3885 2048 1837 1837 784 SHS DFA US VECTOR EQTY PORT P 2010-12-30 2017-10-05 14922 13412 1510 1510 496 SHS DFA WORLD EX US VALUE P 2015-04-24 2017-10-05 6178 5652 526 526 CAPITAL GAINS DIVIDENDS P 11728 11728 11728 15601 0 206621 999475 0.206730 50289 1065789 0.047185 48500 1063874 0.045588 45000 988254 0.045535 43954 901749 0.048743 0.393781 0.078756 910911 71740 310 72050 202295 X 310 0 310 0 310 943 0 0 943 0 633 633 0 0 0 0 0 0 0 0 0 0 0 0 1 RI 1 0 0 0 0 1 N/A CAROL A PETERSON 4019410071 28 BRADFORD STREET CRANSTON RI 02910 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROL PETERSON 28 BRADFORD ROAD CRANSTON RI 02910 PRESIDENT & TREASURER 0.00 0 0 0 MELISSA BURNETT-TESTA 1600 FINANCIAL PLAZA PROVIDENCE RI 02903 SECRETARY 0.00 0 0 0 EDWARD PIERONI ONE CATAMORE BLVD EAST PROVIDENCE RI 02914 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 892032 32751 0 924783 0 0 924783 13872 910911 45546 45546 310 310 45236 0 45236 0 45236 202295 0 202295 310 201985 45236 0 0 105377 105377 202295 0 0 0 45236 157059 0 0 262436 0 0 0 0 0 0 0 262436 105377 157059 CAROL PETERSON X BRADLEY HOSPITAL FOUNDATION PO BOX H PROVIDENCE RI 02901 NONE DONATION 152245 CHANGING MINDS AND HEARTS EDUCATIONAL FOUNDATION 39 EAGLE DRIVE 3B N KINGSTOWN RI 02852 NONE FUNDING OF TALK WORKS PROGRAM 20000 PROVIDENCE CHILDREN'S MUSEUM 12 CARTER STREET PROVIDENCE RI 02907 NONE DONATION 10000 THE SAN MIGUEL SCHOOL 525 BRANCH AVENUE PROVIDENCE RI 02904 NONE DONATION 10000 MEETING STREET 1000 EDDY STREET PROVIDENCE RI 02905 NONE DONATION 10000 202245 0 14 19234 18 15601 0 34835 0 34835 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 850 850 0 PER REGULATION 53.4942(A)-3(D)(2) - THE REMAINING QUALIFYING DISTRIBUTIONS HAVE BEEN APPLIED TO UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2010. INVESTMENTS AT COST 728927 844932 LEGAL FEES 2712 2712 0 MISCELLANEOUS BALANCING ADJUSTMENT 148 FEES 50 0 50 FMV/COST BASIS OF DONATED SECURITIES 22141 FOREIGN TAXES 301 301 0