2024-11-05T14:56:45-06:00 2023-12-31 050482388 LIBMAN & ASSOCIATES LTD 1130 TEN ROD ROAD A101 N KINGSTOWN RI 02852 990PF 2023-01-01 116605055 GERTRUDE N & SEEBERT J GOLDOWSKY FOUNDATION GERT 4018610200 123 DYER STREET STE 135 PROVIDENCE RI 02903 SAMUEL ZURIER TRUSTEE 4018610200 2024-11-05 1 0 SCOTT P LIBMAN CPA CGMA P00021259 4015832000 2024-10-22 2023 2024-10-15 13:58:12Z X 2753513 X X 63835 63835 22512 279658 22512 1314 1314 87661 87661 26617 3993 22624 3625 125 3500 22870 22870 0 1470 710 760 2011 0 2011 56593 27698 28895 148800 148800 205393 27698 177695 -117732 59963 45510 25138 25138 59704 44662 44662 1032716 941392 1326222 330176 379183 338983 1148811 1108810 1018508 2616917 2499185 2753513 0 0 X 2616917 2499185 2616917 2499185 2616917 2499185 2616917 -117732 0 2499185 0 2499185 WASHINGTON TRUST -SHORT-TERM SUMMARY 2023-01-01 2023-12-31 674 842 -168 -168 WASHINGTON TRUST - LONG-TERM SUMMARY 2023-01-01 2023-12-31 267127 256304 10823 10823 CAPITAL GAINS DIVIDENDS P 11857 11857 11857 22512 833 0 833 0 833 805 0 0 0 805 X 11 39 0 0 0 0 0 0 0 0 0 0 0 1 RI 1 0 0 0 0 1 N/A SAMUEL ZURIER 4018610200 123 DYER STREET STE 135 PROVIDENCE RI 02903 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAMUEL ZURIER 123 DYER STREET STE 135 PROVIDENCE RI 02903 TRUSTEE 4.00 26617 0 0 NONE 0 NONE 0 0 2565103 101433 0 2666536 0 0 2666536 39998 2626538 131327 131327 833 833 130494 0 130494 0 130494 177695 0 177695 130494 85513 0 0 177695 85513 0 0 92182 0 0 0 0 0 0 0 0 38312 0 0 0 X AMERICAN RED CROSS OF RHODE ISLAND 100 NIANTIC AVENUE PROVIDENCE RI 02907 CHARITABLE PROGRAMS 250 BENEFICENT CONGREGATIONAL CHURCH 300 WEYBOSSET STREET PROVIDENCE RI 02906 CHARITABLE PROGRAMS 100 BLACKSTONE PARKS CONSERVANCY PO BOX 603141 PROVIDENCE RI 02906 CHARITABLE PROGRAMS 300 BROWN UNIVERSITY PO BOX 1877 PROVIDENCE RI 02912 CHARITABLE PROGRAMS 10000 CCAP RHODE ISLAND 311 DORIC AVENUE CRANSTON RI 02910 CHARITABLE PROGRAMS 500 CLASSICAL HS ALUMNI ASSOCIATION 11 S ANGELL STREET 302 PROVIDENCE RI 02906 CHARITABLE PROGRAMS 10000 CLINICA ESPERANZA 60 VALLEY STREET PROVIDENCE RI 02909 CHARITABLE PROGRAMS 1000 COMMUNITY ACTION PROGRAM - PROVIDENCE 518 HARTFORD AVENUE PROVIDENCE RI 02909 CHARITABLE PROGRAMS 500 CROSSROADS RHODE ISLAND 160 BROAD STREET PROVIDENCE RI 02903 CHARITABLE PROGRAMS 1000 DORCAS INTERNATIONAL INSTITUTE 645 ELMWOOD AVE PROVIDENCE RI 02907 CHARITABLE PROGRAMS 500 INSPIRING MINDS 65 PAVILION AVE PROVIDENCE RI 02905 CHARITABLE PROGRAMS 2500 JEWISH ALLIANCE OF GREATER RI 401 ELMGROVE AVENUE PROVIDENCE RI 02906 CAMPAIGN AND CENTER TO END HATE 87000 JEWISH FEDERATION OF EASTERN CONNECTICUT 400 NEW LONDON TURNPIKE NORWICH CT 06360 CHARITABLE PROGRAMS 500 JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 CHARITABLE PROGRAMS 1800 JOHN HOPE SETTLEMENT HOUSE 7 THOMAS P WHITTEN WAY PROVIDENCE RI 02903 CHARITABLE PROGRAMS 500 JUDY'S KINDNESS KITCHEN 55 CROMWELL AVENUE PROVIDENCE RI 02907 CHARITABLE PROGRAMS 500 PROVIDENCE ATHENAEUM 251 BENEFIT STREET PROVIDENCE RI 02903 CHARITABLE PROGRAMS 1500 PROVIDENCE COMMUNITY HEALTH CENTERS 375 ALLENS AVENUE PROVIDENCE RI 02905 CHARITABLE PROGRAMS 2500 PROVIDENCE COMMUNITY LIBRARY PO BOX 9267 PROVIDENCE RI 02940 CHARITABLE PROGRAMS 1500 PROVIDENCE PRESERVATION SOCIETY 24 MEETING STREET PROVIDENCE RI 02903 CHARITABLE PROGRAMS 1000 PROVIDENCE PUBLIC LIBRARY 150 EMPIRE STREET PROVIDENCE RI 02903 CHARITABLE PROGRAMS 5000 RHODE ISLAND CHAMBER MUSIC CONCERTS PO BOX 2631 PROVIDENCE RI 02906 CHARITABLE PROGRAMS 500 RHODE ISLAND COMMUNITY FOOD BANK 200 NIANTIC AVENUE PROVIDENCE RI 02907 CHARITABLE PROGRAMS 1500 RHODE ISLAND FREE CLINIC 655 BROAD STREET PROVIDENCE RI 02907 CHARITABLE PROGRAMS 2500 RI JEWISH HISTORICAL ASSOCIATION 401 ELMGROVE AVENUE PROVIDENCE RI 02906 CHARITABLE PROGRAMS 3500 RI PHILHARMONIC ORCHESTRA & MUSIC 667 WATERMAN AVENUE EAST PROVIDENCE RI 02914 CHARITABLE PROGRAMS 2500 RI PUBLIC HEALTH INSTITUTE 7 CENTRAL STREET PROVIDENCE RI 02907 CHARITABLE PROGRAMS 2000 SANDRA BORNSTEIN HOLOCAUST ED CTR 401 ELMGROVE AVE PROVIDENCE RI 02906 CHARITABLE PROGRAMS 1000 TEMPLE BETH-EL 70 ORCHARD AVE PROVIDENCE RI 02906 CHARITABLE PROGRAMS 2500 TEMPLE BETH-EL BROTHERHOOD 70 ORCHARD AVE PROVIDENCE RI 02906 BROTHERHOOD, SCHOLARSHIP FUND 750 TEMPLE EMANUEL 99 TAFT AVENUE PROVIDENCE RI 02906 CHARITABLE PROGRAMS 1600 TOURO SYNAGOGUE FOUNDATION 85 TOURO STREET NEWPORT RI 02840 CHARITABLE PROGRAMS 1000 WARREN ALPERT MEDICAL SCHOOL - BROWN UNIVERSITY BROWN UNIVERSITY PROVIDENCE RI 02912 CHARITABLE PROGRAMS 1000 148800 0 14 63835 01 1314 14 22512 0 87661 0 87661 7 EXCISE TAX REFUND AND NON-DIVIDEND DISTRIBUTONS - NON-TAXABLE 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 3500 0 3500 TAX PREPARATION WASHINGTON TRUST 125 125 0 THE ORGANIZATION HEREBY ELECTS UNDER REGULATIONS SECTION 53.4942(A) - 3(D)(2) TO APPLY PART OF THE REMAINING QUAIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME REMAINING FROM YEAR 2020 IN THE AMOUNT OF $22,180. WASHINGTON TRUST - BONDS 379183 338983 WASHINGTON TRUST - CORPORATE STOCK 941392 1326222 WASHINGTON TRUST STOCK FUNDS AT COST 520612 481049 WASHINGTON TRUST BOND FUNDS AT COST 588198 537459 INSURANCE - GENERAL LIABILITY 1911 0 1911 FILING FEES 100 0 100 REFUND OF EXCISE TAX 1314 1314 1314 INVESTMENT FEES, NET OF ADJUSTMENT TO BALANCE PER FORM 1099 V MONTHLY STAT 22870 22870 0 FOREIGN TAXES 710 710 0 FEDERAL EXCISE TAXES 760 0 760