NAVIGANT CREDIT UNION CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- NAVIGANT CREDIT UNION CHARITABLE FOUNDATION INC (EIN 81-5171277)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202631339349100123
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T06:55:02-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815171277 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAVIGANT CREDIT UNION CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAVI | BusinessNameControlTxt |
| Phone | 4012334303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 DOUGLAS PIKE | AddressLine1Txt |
| City | SMITHFIELD | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02917 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA DANDENEAU | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4012234304 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN S NG | PreparerPersonNm |
| PTIN | P01067482 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2026-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,222,846 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $299,402 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $249,843 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $249,843 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,012,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143,948 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $693,206 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $393,804 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $87,032 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,032 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $255 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $255 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,287 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,032 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $255 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $569,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $569,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $656,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,032 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $569,395 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,779 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $306,772 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $297 | CashBOYAmt |
| Cash EOY | $31,666 | CashEOYAmt |
| Cash EOYFMV | $31,666 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $136,385 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $396,673 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $396,673 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,640 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,640 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,640 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $9,690,030 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,757,623 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,757,623 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,244 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,244 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,244 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,852,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,222,846 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,222,846 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,852,596 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,222,846 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,852,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,222,846 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,852,596 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,222,846 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,852,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,779 | ExcessRevenueOverExpensesAmt |
| Other Increases | $333,471 | OtherIncreasesAmt |
| Subtotal | $10,222,846 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,222,846 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM GAIN | P | $265,330 | $279,997 | -$14,667 | -$14,667 |
| LONG TERM GAIN | P | $1,746,839 | $1,588,224 | $158,615 | $158,615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143,948 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,264 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,264 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,577 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,577 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $313 | OverpaymentAmt |
| Applied To ES Tax | $313 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NCUFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KATHLEEN OROVITZ | IndividualWithBooksNm |
| Phone | 4012334310 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 DOUGLAS PIKE | AddressLine1Txt |
| City | SMITHFIELD | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029171206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 STATE STREET 34TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $87,032 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,811,359 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,990,472 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,990,472 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,840,615 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $492,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $492,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,264 | TotalTaxAmt |
| Distributable Before Adj | $487,767 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $487,767 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $487,767 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $569,395 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $569,395 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $487,767 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $3,901 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $77,664 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $81,565 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $569,395 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $487,767 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $81,628 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $163,193 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $163,193 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,901 | ExcessFromYear2Amt |
| Excess From Year1 | $77,664 | ExcessFromYear1Amt |
| Excess From Current Year | $81,628 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIM DRAPER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 DOUGLAS PIKE | AddressLine1Txt |
| City | SMITHFIELD | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02917 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4012334303 | RecipientPhoneNum |
| Recipient Email Address | INFO@NCUFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE APPLICATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE APPLICATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS UNITED RHODE ISLAND | |||||||
| 2374 POST RD SUITE 103 | WARWICK | RI | 02886 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| AMOS HOUSE | |||||||
| 460 PINE ST | PROVIDENCE | RI | 02907 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| BLACKSTONE VALLEY COMMUNITY ACTION PROGRAM INC | |||||||
| 32 GOFF AVE | PAWTUCKET | RI | 02860 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| BOYS & GIRLS CLUBS OF PROVIDENCE | |||||||
| 115 WILLIAMS AVE | EAST PROVIDENCE | RI | 02914 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| BOYS & GIRLS CLUBS OF WARWICK | |||||||
| 42 FREDERICK ST | WARWICK | RI | 02888 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| BPOE LODGE 850 WOONSOCKET RI | |||||||
| 380 SOCIAL ST | WOONSOCKET | RI | 02895 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| BRAIN INJURY ASSOCIATION OF RHODE ISLAND | |||||||
| 1029 WATERMAN AVE | EAST PROVIDENCE | RI | 02914 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| CLINICA ESPERANZAHOPE CLINIC | |||||||
| 60 VALLEY ST | PROVIDENCE | RI | 02909 | NOT RELATED | PC | EXEMPT PURPOSE | $21,800 |
| COMMUNITY CARE ALLIANCE | |||||||
| 245 MAIN ST | WOONSOCKET | RI | 02895 | NOT RELATED | PC | EXEMPT PURPOSE | $13,000 |
| DARE TO DREAM RANCH INC | |||||||
| 12 SNAGWOOD RD | FOSTER | RI | 02825 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| DOMESTIC VIOLENCE RESOURCE CENTER OF SOUTH COUNTY (DVRCSC) | |||||||
| 61 MAIN ST | WAKEFIELD | RI | 02879 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| EMMA PENDLETON BRADLEY HOSPITAL | |||||||
| 1011 VETERANS MEMORIAL PARKWAY | RIVERSIDE | RI | 02915 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 |
| FIRSTWORKS | |||||||
| 50 SIMS AVE | PROVIDENCE | RI | 02909 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND | |||||||
| 500 GREENWICH AVE | WARWICK | RI | 02886 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| GOOD NEIGHBORS INC | |||||||
| 55 TURNER AVE | RIVERSIDE | RI | 02915 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| HABITAT FOR HUMANITY WEST BAYNORTHERN RI INC | |||||||
| 389 GREENWICH AVE | WARWICK | RI | 02886 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| HOPEHEALTH HOSPICE & PALLIATIVE CARE | |||||||
| 1085 N MAIN ST | PROVIDENCE | RI | 02904 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| MOTHER OF LIFE PREGNANCY CENTER | |||||||
| 400 ATWELLS AVE | PROVIDENCE | RI | 02909 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| NORTH KINGSTOWN FOOD PANTRY | |||||||
| 445 SCHOOL ST | NORTH KINGSTOWN | RI | 02852 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 |
| NORTHERN RHODE ISLAND FOOD PANTRY INC | |||||||
| 1 ANGELL RD | CUMBERLAND | RI | 02864 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| OPERATION STAND DOWN RHODE ISLAND | |||||||
| 1010 HARTFORD AVE | JOHNSTON | RI | 02919 | NOT RELATED | PC | EXEMPT PURPOSE | $18,000 |
| PAWTUCKET CENTRAL FALLS DEVELOPMENT CORPORATION | |||||||
| 204 BROAD ST | PAWTUCKET | RI | 02860 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| PAWTUCKET SOUP KITCHEN | |||||||
| 195 WALCOTT ST | PAWTUCKET | RI | 02860 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| PROJECT GOAL INC | |||||||
| 79 SAVOY STREET | PROVIDENCE | RI | 02906 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION | |||||||
| 200 NIANTIC AVE | PROVIDENCE | RI | 02907 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| SAINT RAPHAEL ACADEMY | |||||||
| 123 WALCOTT ST | PAWTUCKET | RI | 02860 | NOT RELATED | PC | EXEMPT PURPOSE | $60,000 |
| SAINT TERESA SCHOOL | |||||||
| 140 WOODHAVEN RD | PAWTUCKET | RI | 02861 | NOT RELATED | PC | EXEMPT PURPOSE | $19,000 |
| SEVEN HILLS RHODE ISLAND INC | |||||||
| 1 ALBION RD | LINCOLN | RI | 02865 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| SOJOURNER HOUSE | |||||||
| 386 SMITH ST | PROVIDENCE | RI | 02908 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| ST CECILIA SCHOOL | |||||||
| 755 CENTRAL AVE | PAWTUCKET | RI | 02861 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| STAGES OF FREEDOM | |||||||
| 10 WESTMINSTER ST | PROVIDENCE | RI | 02903 | NOT RELATED | PC | EXEMPT PURPOSE | $12,000 |
| STEAM BOX | |||||||
| 27 CHURCH ST 8 | EAST PROVIDENCE | RI | 02914 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| THE GRODEN NETWORK | |||||||
| 610 MANTON AVE | PROVIDENCE | RI | 02909 | NOT RELATED | PC | EXEMPT PURPOSE | $10,340 |
| THE HISTORIC METCALF FRANKLIN FARM PRESERVATION ASSOCIATION | |||||||
| 142 ABBOTT RUN VALLEY RD | CUMBERLAND | RI | 02864 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| TIDES FAMILY SERIVCES INC | |||||||
| 790 BROAD ST | PROVIDENCE | RI | 02907 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| WESTERLY AREA REST MEALS WARM CENTER INC | |||||||
| 56 SPRUCE ST | WESTERLY | RI | 02891 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $569,140 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $249,843 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $143,948 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $393,804 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $393,804 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAVIGANT CREDIT UNION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 DOUGLAS PIKE | AddressLine1Txt |
| City | SMITHFIELD | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02917 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - MUTUAL FUNDS | BondNm |
| EOY Book Value | $23,244 | EOYBookValueAmt |
| EOYFMV | $23,244 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENTS - STOCKS | $5,513,023 | $5,513,023 |
| INVESTMENTS - CORPORATE FIXED INCOME | $3,977,103 | $3,977,103 |
| EXCHANGE TRADED & CLOSED-END | $267,497 | $267,497 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERCHANT SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $255 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $255 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $333,333 |
| RETURN OF CAPITAL | $138 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEE | CategoryTxt |
| Amt | $87,032 | Amt |
| Net Investment Income | $87,032 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |