2025-11-13T19:12:00-06:00 2024-12-31 135565207 KPMG LLP 60 SOUTH STREET BOSTON MA 02111 990 2024-01-01 222604963 THE RHODE ISLAND COMMUNITY FOUNDATION RHOD 4012744564 ONE UNION STATION PROVIDENCE RI 02903 JENNIFER REID CHIEF FINANCIAL OFFICER 4012744564 2025-11-13 1 0 AMANDA COON P01754645 6179881000 2024 2025-03-06 01:10:19Z THE RHODE ISLAND FOUNDATION DAVID CICILLINE ONE UNION STATION PROVIDENCE RI 02903 301288740 0 X RIFOUNDATION.ORG X 1916 RI THE RHODE ISLAND FOUNDATION MOBILIZES GENEROSITY AND MOTIVATES CHANGE THAT MAKES A DIFFERENCE. 14 14 58 250 827319 466201 42810300 56058033 0 0 44374465 90705183 516720 528705 87701485 147291921 84716173 76135619 0 0 8776234 9643507 0 0 2485894 9367951 9428898 102860358 95208024 -15158873 52083897 1257515540 1349471706 8763231 4495470 1248752309 1344976236 THE RHODE ISLAND FOUNDATION MOBILIZES GENEROSITY AND MOTIVATES CHANGE THAT MAKES A DIFFERENCE 0 0 38697444 36539778 DONOR ADVISED FUNDS: PROVIDING VEHICLES FOR DONORS TO MAKE GRANTS TO QUALIFIED CHARITIES ACTIVELY PARTICIPATING IN GRANT RECOMMENDATIONS. 21678032 20469322 DONOR DESIGNATED FUNDS: PROVIDING VEHICLES FOR DONORS TO MAKE GRANTS TO QUALIFIED CHARITIES BY DESIGNATING A QUALIFIED CHARITY. 20255936 19126519 CORE GRANTMAKING PROGRAMS: GRANTMAKING FOCUSED PRIMARILY ON CIVIC AND CULTURAL LIFE; CLIMATE ACTION AND SUSTAINABILITY; EDUCATION AND STUDENT SUCCESS; HEALTHY AND STRONG COMMUNITIES; AND HOUSING AND ECONOMIC MOBILITY; GUIDED BY INCLUSIVENESS, ACCESSIBILITY, COMPASSION, MUTUAL RESPECT AND HUMILITY. ADDITIONAL GRANTMAKING PROGRAMS ALSO SUPPORT TOPIC- AND GEOGRAPHY SPECIFIC PROJECTS ACROSS RHODE ISLAND, FOR THE BENEFIT OF ALL RHODE ISLANDERS AND IN ALIGNMENT WITH DONOR INTENT. 80631412 1 1 0 1 0 1 0 0 0 1 1 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 114 0 1 58 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 RI X X RI COMMUNITY FOUNDATION 4012744564 ONE UNION STATION PROVIDENCE RI 02903 G ALAN KUROSE MD MBA FACP CHAIRPERSON 2.00 0.60 X X 0 0 0 JANET ROBINSON SECRETARY 1.00 0.60 X X 0 0 0 CARRIE BRIDGES FELIZ MPH DIRECTOR 1.00 0.60 X 0 0 0 MELISSA R DUBOSE DIRECTOR 1.00 0.60 X 0 0 0 JONATHAN D FAIN DIRECTOR 1.00 0.60 X 0 0 0 EDWARD O HANDY III DIRECTOR 1.00 0.60 X 0 0 0 ANN-MARIE HARRINGTON DIRECTOR 1.00 0.60 X 0 0 0 MEGHAN HUGHES PHD DIRECTOR 1.00 0.60 X 0 0 0 SALLY E LAPIDES DIRECTOR (AS OF 05/2024) 1.00 0.60 X 0 0 0 SILVERMOON MARS LAROSE DIRECTOR (AS OF 05/2024) 1.00 0.60 X 0 0 0 TONY MENDEZ DIRECTOR 1.00 0.60 X 0 0 0 THERESA MOORE DIRECTOR 1.00 0.60 X 0 0 0 PETER R PHILLIPS DIRECTOR 1.00 0.60 X 0 0 0 JAMES WRIGHT DIRECTOR 1.00 0.60 X 0 0 0 DAVID CICILLINE PRESIDENT & CEO 40.00 4.00 X 795906 0 44136 JENNIFER REID VP OF FINANCE & CEO 40.00 4.00 X 282816 0 20089 BRIDGET BARATTA VP OF DEVELOPMENT 40.00 0.90 X 236971 0 44896 KATHLEEN MALIN CTO/VP OF OPERATIONS 40.00 0.90 X 218187 0 47699 JENNIFER PEREIRA VP OF GRANTS & CLIMATE DIRECTOR 40.00 0.00 X 187976 0 52645 ARIANNE CORRENTE VP OF COMMUNICATIONS & MARKETING 40.00 0.00 X 187546 0 57157 ANGELA ANKOMA VP & ED EQUITY LEADERSHIP INITIATIVE 40.00 0.00 X 181422 0 48030 SHARON COLLIER VICE PRESIDENT OF HUMAN RESOURCES 40.00 0.00 X 188590 0 33463 DANIEL KERTZNER SENIOR PHILANTHROPIC ADVISOR 40.00 0.60 X 180987 0 31743 JILL PFITZENMAYER VP OF CAPACITY BUILDING 40.00 0.00 X 162941 0 39748 CHRISTOPHER BIZZACCO CHIEF OF STAFF 40.00 0.00 X 226557 0 60889 2849899 0 480495 28 0 1 0 ADAGE CAPITAL PARTNERS LP 200 CLARENDON STREET BOSTON MA 02116 ASSET MANAGEMENT 999784 PROVIDENCE EQUITY 50 KENNEDY PLAZA 18TH FLOOR PROVIDENCE RI 02903 ASSET MANAGEMENT 670306 MFS INST INTERNATIONAL EQUITY 111 HUNTINGTON AVENUE BOSTON MA 02199 ASSET MANAGEMENT 605871 SILCHESTER INTL VALUE EQUITY TRUST 780 THIRD AVE 42ND FLOOR NEW YORK NY 10017 ASSET MANAGEMENT 578516 SILVER POINT CAPITAL 2 GREENWICH PLAZA GREENWICH CT 06830 ASSET MANAGEMENT 562881 48 1700000 54358033 17067423 56058033 16290241 -483627 16773868 149702 114833 34869 34869 34869 228296928 153881986 74414942 74414942 1310946 73103996 ADMINISTRATIVE FEE INCOME 900099 466462 466462 OTHER INCOME 27374 27374 493836 147291921 0 827319 90406569 73724991 73724991 2410628 2410628 2176025 366627 1317520 491878 5555076 1509501 2983837 1061738 471178 132898 247331 90949 937159 188100 580040 169019 504069 134702 277554 91813 117199 12502 85588 19109 166349 166349 9179 8291 888 3160649 3160649 807144 535866 271278 248762 7035 235890 5837 514820 514820 631530 631530 96118 21559 45498 29061 218521 190452 26616 1453 208295 208295 89115 89115 CONSULTANTS 1533426 657298 752557 123571 FISCAL AGENT PROGRAMS 1253879 1253879 PURCHASED SERVICES 260069 144172 115897 MEMBERSHIPS 113843 12949 86603 14291 95208024 80631412 12090718 2485894 296991 347095 38954271 30142291 659294 324280 10011 47248 0 0 0 0 0 0 0 0 163196 149500 6543055 3755570 2723615 2787485 681856969 648511816 521825089 656029502 326012 0 0 0 10700092 11132488 1257515540 1349471706 1767508 711429 6995723 3784041 8763231 4495470 X 1240474372 1336848698 8277937 8127538 1248752309 1344976236 1257515540 1349471706 X 52083897 43738248 401782 X 0 1 X 1 1 1 X 66239823 96571049 58316386 42810300 56058033 319995591 66239823 96571049 58316386 42810300 56058033 319995591 56353886 263641705 8977337 10775566 11424345 15098924 16923570 63199742 3323788 2174510 300726 603875 6402899 348959 363417 391564 414074 493836 2011850 391610082 0.67320 0.70470 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATIVE FEE INCOME - 2020 AMOUNT: $ 348,959. 2021 AMOUNT: $ 363,417. 2022 AMOUNT: $ 391,564. 2023 AMOUNT: $ 414,074. 2024 AMOUNT: $ 466,462. OTHER INCOME - 2024 AMOUNT: $ 27,374. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 88636 110383 199019 80432392 80631411 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 114585 129923 192042 199019 635569 250000 250000 250000 250000 1000000 1500000 38270 43784 130608 88636 301298 433 18 25214601 29563 40130965 312278 406650785 7912754 1 1 1233969011 60528841 129859748 82536376 16244017 1325577207 1123153326 38317224 152782372 66933251 13350660 1233969011 1306864862 50115037 -155511790 66728080 11586703 1123153326 1079138902 89031191 216644119 64152874 13796476 1306864862 980965008 46907807 125374112 64188194 9919831 1079138902 1.00000 0.00000 0.00000 0 0 306143 306143 2794877 1781734 1013143 2343572 1173341 1170231 410668 381750 28918 687795 418745 269050 2787485 FLEXIBLE CAPITAL 378470229 F PRIVATE CAPITAL 186136900 F REAL ASSETS 84150641 F OTHER 7271732 F 656029502 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE INVESTED WITH A DISCIPLINED LONG-TERM INVESTMENT OBJECTIVE AND STRATEGY. CAREFUL MANAGEMENT OF THE ASSETS IS DESIGNED TO ENSURE A TOTAL RETURN NECESSARY TO PRESERVE AND ENHANCE THE FUND'S PRINCIPAL AND, AT THE SAME TIME, PROVIDE A DEPENDABLE SOURCE OF SPENDING FOR THE FOUNDATION'S CHARITABLE PROGRAMS THAT SUPPORT AN EVER BROADENING ARRAY OF ACTIVITIES THAT INCLUDE MAKING STRATEGIC GRANTS, PROMOTING AND BUILDING EFFECTIVE PHILANTHROPY, BUILDING THE STRENGTHS AND CAPACITY OF THE NONPROFIT SECTOR AND PROVIDING LEADERSHIP TO AND A FORUM FOR CIVIL DIALOGUE ON IMPORTANT ISSUES. PART X, LINE 2: THE RHODE ISLAND COMMUNITY FOUNDATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE RHODE ISLAND FOUNDATION (THE FOUNDATION), WHICH INCLUDES THE FOLLOWING FOOTNOTE ON TAX STATUS: EACH OF THE ENTITIES COMPRISING THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE FOUNDATION MAINTAINS ITS TAX-EXEMPT STATUS BY FULFILLING ITS MISSION AND THE VAST MAJORITY OF ITS OPERATIONS AND REVENUES ARE EXEMPT FROM INCOME TAX LIABILITY. MANAGEMENT ASSERTS THAT NO SUCH UNCERTAIN TAX POSITION EXISTS FOR THE FOUNDATION AT DECEMBER 31, 2024. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 127486556 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS 29809300 0 0 0 0 0 0 157295856 0 157295856 1 0 1 1 1 0 1 UNITED WAY OF RHODE ISLAND 50 VALLEY STREET PROVIDENCE RI 02909 050276059 501(C)(3) 5005549 0 OTHER (PRIMARY) THE MIRIAM HOSPITAL FOUNDATION 164 SUMMIT AVENUE PROVIDENCE RI 02906 050377502 501(C)(3) 204470 0 HL - HEALTHY LIVES (PRIMARY) HOPEHEALTH HOSPICE & PALLIATIVE CARE 1085 NORTH MAIN STREET PROVIDENCE RI 02904 510192422 501(C)(3) 219170 0 HL - HEALTHY LIVES (PRIMARY) DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND 645 ELMWOOD AVENUE PROVIDENCE RI 029071435 050258886 501(C)(3) 130994 0 BHN - BASIC HUMAN NEEDS (PRIMARY) DAY ONE 100 MEDWAY STREET PROVIDENCE RI 02906 050385696 501(C)(3) 64802 0 HL - HEALTHY LIVES (PRIMARY) EAST GREENWICH FREE LIBRARY ASSOCIATION 82 PEIRCE STREET EAST GREENWICH RI 02818 050266823 501(C)(3) 25940 0 ART - ARTS AND CULTURE (PRIMARY) MOUNT ST CHARLES ACADEMY 800 LOGEE STREET WOONSOCKET RI 02895 050258850 501(C)(3) 14819 0 EDU - 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EDUCATIONAL SUCCESS (PRIMARY) ST BERNARD CHURCH 275 TOWER HILL ROAD NORTH KINGSTOWN RI 02852 050258978 REL 17606 0 FAITH-BASED (PRIMARY) GORDON SCHOOL 45 MAXFIELD AVENUE EAST PROVIDENCE RI 02914 050258876 501(C)(3) 20282 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) EDWARD KING HOUSE SENIOR CENTER 35 KING STREET NEWPORT RI 02840 050312277 501(C)(3) 27134 0 CHILDREN AND FAMILY (PRIMARY) PEACE DALE MUSEUM OF ART AND CULTURE 1058 KINGSTOWN ROAD SUITE 5 PEACE DALE RI 02879 222518170 501(C)(3) 18207 0 ART - ARTS AND CULTURE (PRIMARY) CHILDREN'S FRIEND AND SERVICE 153 SUMMER STREET PROVIDENCE RI 02903 050258819 501(C)(3) 172274 0 CHILDREN AND FAMILY (PRIMARY) BIG BROTHERS BIG SISTERS OF RHODE ISLAND 188 VALLEY STREET SUITE 125 PROVIDENCE RI 02909 222606942 501(C)(3) 26074 0 EQ - EQUITY (PRIMARY) BARRINGTON CONGREGATIONAL CHURCH 461 COUNTY ROAD BARRINGTON RI 02806 050304531 REL 43221 0 FAITH-BASED (PRIMARY) HERITAGE ALLIANCE OF PAWTUCKET 67 PARK PLACE PAWTUCKET RI 02860 222668313 501(C)(3) 11715 0 ART - ARTS AND CULTURE (PRIMARY) FAMILY SERVICE OF RHODE ISLAND INC 9 PLEASANT STREET PROVIDENCE RI 02906 050258858 501(C)(3) 57975 0 CHILDREN AND FAMILY (PRIMARY) BLACKSTONE VALLEY TOURISM COUNCIL 175 MAIN STREET PAWTUCKET RI 02860 050424318 501(C)(3) 10000 0 HL - HEALTHY LIVES (PRIMARY) TIVERTON HIGH SCHOOL 100 NORTH BRAYTON ROAD TIVERTON RI 02878 056000534 GOV 16895 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) TOCKWOTTON ON THE WATERFRONT 500 WATERFRONT DRIVE EAST PROVIDENCE RI 02914 050258881 501(C)(3) 71827 0 HL - HEALTHY LIVES (PRIMARY) HERRESHOFF MARINE MUSEUM ONE BURNSIDE STREET BRISTOL RI 028090450 237102744 501(C)(3) 13229 0 ART - ARTS AND CULTURE (PRIMARY) WOOD RIVER HEALTH SERVICES INC 823 MAIN STREET HOPE VALLEY RI 02832 050378071 501(C)(3) 225585 0 HL - HEALTHY LIVES (PRIMARY) YMCA OF PAWTUCKET 8 SUMMER STREET PAWTUCKET RI 02860 050259114 501(C)(3) 17341 0 HL - HEALTHY LIVES (PRIMARY) SOUTH COUNTY HOSPITAL HEALTHCARE SYSTEM 100 KENYON AVENUE WAKEFIELD RI 02879 050445136 501(C)(3) 121201 0 HL - 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ARTS AND CULTURE (PRIMARY) TEMPLE HABONIM 165 NEW MEADOW ROAD BARRINGTON RI 02806 050346850 501(C)(3) 99878 0 FAITH-BASED (PRIMARY) COMMUNITY 2000 EDUCATION FOUNDATION PO BOX 1161 CHARLESTOWN RI 02813 050511235 501(C)(3) 14614 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) COMMUNITY MUSICWORKS 1326 WESTMINSTER STREET PROVIDENCE RI 02909 050507426 501(C)(3) 209750 0 ART - ARTS AND CULTURE (PRIMARY) RHODE ISLAND RESCUE MINISTRIES 627 CRANSTON STREET PROVIDENCE RI 02907 050503326 501(C)(3) 5503 0 BHN - BASIC HUMAN NEEDS (PRIMARY) THE PROVIDENCE SHELTER FOR COLORED CHILDREN PO BOX 603276 PROVIDENCE RI 02906 056014169 501(C)(3) 19190 0 CHILDREN AND FAMILY (PRIMARY) FRIENDS OF LINDEN PLACE 500 HOPE STREET BRISTOL RI 02809 050435741 501(C)(3) 12316 0 ART - ARTS AND CULTURE (PRIMARY) RHODE ISLAND COLLEGE 600 MOUNT PLEASANT AVENUE PROVIDENCE RI 02908 056016315 GOV 75370 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) SANDRA FEINSTEIN-GAMM THEATRE 1245 JEFFERSON BOULEVARD WARWICK RI 02886 222797284 501(C)(3) 118802 0 ART - ARTS AND CULTURE (PRIMARY) YOUNG VOICES 204 WESTMINSTER STREET SUITE 2A PROVIDENCE RI 02903 432103674 501(C)(3) 59363 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) NORTH KINGSTOWN SENIOR ASSOCIATION (NKSA) (DBA FRIENDS OF BEECHWOOD) 44 BEACH STREET NORTH KINGSTOWN RI 02852 050352425 501(C)(3) 16530 0 CHILDREN AND FAMILY (PRIMARY) PARKINSON'S FOUNDATION INC 5757 WATERFORD DISTRICT DRIVE STE 310 MIAMI FL 33126 131866796 501(C)(3) 23223 0 HL - HEALTHY LIVES (PRIMARY) TIVERTON LIBRARY FOUNDATION INC 34 ROOSEVELT AVENUE TIVERTON RI 02878 260479052 501(C)(3) 12613 0 ART - ARTS AND CULTURE (PRIMARY) TOUGALOO COLLEGE 500 WEST COUNTY LINE ROAD TOUGALOO MS 39174 640303093 501(C)(3) 7083 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) CUMBERLAND LIBRARY FUND 1464 DIAMOND HILL ROAD CUMBERLAND RI 02864 050480964 501(C)(3) 51163 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) EAA AVIATION FOUNDATION INC 3000 POBEREZNY ROAD OSHKOSH WI 54902 391033301 501(C)(3) 5446 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) AMERICAN DIABETES ASSOCIATION INC PO BOX 7023 MERRIFIELD VA 221167023 131623888 501(C)(3) 20545 0 HL - HEALTHY LIVES (PRIMARY) NEWPORT HISTORICAL SOCIETY 82 TOURO STREET NEWPORT RI 02840 050264532 501(C)(3) 140652 0 ART - ARTS AND CULTURE (PRIMARY) RHODE ISLAND LIONS SIGHT FOUNDATION 15 RIDGE ROAD SMITHFIELD RI 02917 050317477 501(C)(3) 5716 0 BHN - BASIC HUMAN NEEDS (PRIMARY) LITTLE COMPTON UNITED CONGREGATIONAL CHURCH PO BOX 506 LITTLE COMPTON RI 02837 056011792 REL 10153 0 FAITH-BASED (PRIMARY) STEERE HOUSE NURSING & REHABILITATION CENTER 100 BORDEN STREET PROVIDENCE RI 02903 050258880 501(C)(3) 67075 0 HL - HEALTHY LIVES (PRIMARY) ROGER WILLIAMS PARK CONSERVANCY INC 1000 ELMWOOD AVENUE PROVIDENCE RI 02907 474414743 501(C)(3) 282002 0 ENV - ENVIRONMENT (PRIMARY) CATHOLIC SOCIAL SERVICE OF RI ONE CATHEDRAL SQUARE PROVIDENCE RI 029034006 050258854 501(C)(3) 6087 0 FAITH-BASED (PRIMARY) ROGERS HIGH SCHOOL 15 WICKHAM ROAD NEWPORT RI 02840 056000260 GOV 34760 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) PROVIDENCE COMMUNITY HEALTH CENTERS INC 375 ALLENS AVENUE PROVIDENCE RI 02905 050368134 501(C)(3) 153131 0 HL - 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ARTS AND CULTURE (PRIMARY) ST JOHN THE BAPTIST UKRAINIAN CATHOLIC CHURCH 339 CENTER STREET FALL RIVER MA 02724 042514347 REL 30348 0 FAITH-BASED (PRIMARY) ST MICHAEL'S EPISCOPAL CHURCH 399 HOPE STREET BRISTOL RI 02809 050259043 REL 16808 0 FAITH-BASED (PRIMARY) JUNIOR ACHIEVEMENT OF RHODE ISLAND 3205 POST ROAD 7549 WARWICK RI 02886 050263443 501(C)(3) 14115 0 ECONOMIC SECURITY CANONICUS CAMP AND CONFERENCE CENTER 54 EXETER ROAD EXETER RI 02822 135563018 501(C)(3) 8078 0 FAITH-BASED (PRIMARY) AMERICAN LUNG ASSOCIATION OF NEW ENGLAND 260 WEST EXCHANGE STREET SUITE 102B PROVIDENCE RI 029031000 131632524 501(C)(3) 49894 0 HL - HEALTHY LIVES (PRIMARY) CENTRAL HIGH SCHOOL 70 FRICKER STREET PROVIDENCE RI 02903 056000329 GOV 6465 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 065032038 060646973 501(C)(3) 52210 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) JOHNSTON HIGH SCHOOL 345 CHERRY HILL ROAD JOHNSTON RI 02919 056000209 501(C)(3) 11640 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) UNIVERSITY OF RHODE ISLAND 79 UPPER COLLEGE ROAD KINGSTON RI 02881 056014351 501(C)(3) 5272 0 EDU - 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ARTS AND CULTURE (PRIMARY) HATTIE IDE CHAFFEE HOME 200 WAMPANOAG TRAIL EAST PROVIDENCE RI 02915 050258818 501(C)(3) 20699 0 CHILDREN AND FAMILY (PRIMARY) WESTERLY PUBLIC LIBRARY 44 BROAD STREET WESTERLY RI 02891 050259005 501(C)(3) 28909 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) SOUTH KINGSTOWN HIGH SCHOOL 215 COLUMBIA STREET WAKEFIELD RI 02879 134226831 501(C)(3) 13336 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) PROVIDENCE PERFORMING ARTS CENTER 220 WEYBOSSET STREET PROVIDENCE RI 02903 050377244 501(C)(3) 21356 0 ART - ARTS AND CULTURE (PRIMARY) RHODE ISLAND ZOOLOGICAL SOCIETY 1000 ELMWOOD AVENUE PROVIDENCE RI 029073659 056016675 501(C)(3) 119838 0 ENV - ENVIRONMENT (PRIMARY) WESTERLY HOSPITAL AUXILIARY PO BOX 1034 WESTERLY RI 02891 222507181 501(C)(3) 5749 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) PRIORY OF ST THOMAS AQUINAS 549 RIVER AVENUE PROVIDENCE RI 02918 050258932 501(C)(3) 16938 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) COCUMSCUSSOC ASSOCIATION 55 RICHARD SMITH DRIVE NORTH KINGSTOWN RI 02852 050305722 501(C)(3) 13349 0 ART - ARTS AND CULTURE (PRIMARY) THE SAMARITANS INC PO BOX 9086 PROVIDENCE RI 02940 050376250 501(C)(3) 11140 0 BHN - BASIC HUMAN NEEDS (PRIMARY) NORMAN BIRD SANCTUARY 583 THIRD BEACH ROAD MIDDLETOWN RI 02842 222746733 501(C)(3) 39209 0 ANIMAL WELFARE (PRIMARY) JONNYCAKE CENTER FOR HOPE 22 KERSEY ROAD PEACEDALE RI 02879 050374356 501(C)(3) 274444 0 BHN - BASIC HUMAN NEEDS (PRIMARY) THE PROVIDENCE CENTER 528 NORTH MAIN STREET PROVIDENCE RI 02904 050316969 501(C)(3) 140943 0 HL - HEALTHY LIVES (PRIMARY) REDWOOD LIBRARY AND ATHENAEUM 50 BELLEVUE AVENUE NEWPORT RI 02840 050260678 501(C)(3) 6332 0 ART - ARTS AND CULTURE (PRIMARY) SCANDINAVIAN HOME INC 1811 BROAD STREET CRANSTON RI 029053533 050262584 501(C)(3) 61731 0 HL - HEALTHY LIVES (PRIMARY) GROUNDWORK RHODE ISLAND 1005 MAIN STREET SUITE 1223 PAWTUCKET RI 02860 050397766 501(C)(3) 11216 0 ENV - ENVIRONMENT (PRIMARY) CENTRAL CONGREGATIONAL CHURCH 296 ANGELL STREET PROVIDENCE RI 02906 050258817 REL 24019 0 FAITH-BASED (PRIMARY) NEWMAN CONGREGATIONAL CHURCH PO BOX 4764 RUMFORD RI 02916 050316732 REL 27730 0 FAITH-BASED (PRIMARY) OAK LAWN COMMUNITY BAPTIST CHURCH 229 WILBUR AVENUE CRANSTON RI 029211016 050346892 REL 9492 0 OTHER (PRIMARY) OCEAN STATE CENTER FOR INDEPENDENT LIVING 1944 WARWICK AVENUE WARWICK RI 02889 050439495 501(C)(3) 64088 0 HL - 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EQUITY (PRIMARY) SOUTH COUNTY HEALTH FOUNDATION 100 KENYON AVE WAKEFIELD RI 02879 854028860 501(C)(3) 35000 0 HEALTHY LIVES SHARIEFF'S PROJECT 33 SUMMER STREET PAWTUCKET RI 02860 882449950 501(C)(3) 15000 0 HL - HEALTHY LIVES (PRIMARY) GREEN OCEANS 362 SEAPOWET AVENUE TIVERTON RI 02878 921677626 501(C)(3) 40000 0 ENV - ENVIRONMENT (PRIMARY) SCHWAB CHARITABLE FUND PO BOX 628298 ORLANDO FL 32862 311640316 501(C)(3) 129722 0 OTHER (PRIMARY) LEAGUE OF AMERICAN ORCHESTRAS 520 8TH AVENUE SUITE 2203 NEW YORK NY 10018 237300636 501(C)(3) 45000 0 ART - ARTS AND CULTURE (PRIMARY) NATIONAL SYMPHONY ORCHESTRA ASSOCIATION OF WASHINGTON DC 2700 F STREET NW WASHINGTON DC 20566 530208364 501(C)(3) 20000 0 ART - ARTS AND CULTURE (PRIMARY) GLOBAL FELLOWS IN COURAGE 10 DAVOL SQUARE SUITE 100 PROVIDENCE RI 02903 922514306 501(C)(3) 75000 0 OTHER (PRIMARY) SERENITY HOUSE OF CLALLAM COUNTY PO BOX 4047 PORT ANGELES WA 98363 911180069 501(C)(3) 6000 0 BHN - BASIC HUMAN NEEDS (PRIMARY) LA DONNA MUSICALE INC PO BOX 15309 BOSTON MA 02215 043198788 501(C)(3) 33750 0 ART - ARTS AND CULTURE (PRIMARY) BRISTOL MIDDLE PASSAGE PORT MARKER PROJECT INC PO BOX 871 BRISTOL RI 02809 923929023 501(C)(3) 10000 0 ART - ARTS AND CULTURE (PRIMARY) RHODE ISLAND SCHOOL RECYCLING PROJECT 136 PAWTUXET AVENUE CRANSTON RI 02905 923124717 501(C)(3) 10000 0 ENV - ENVIRONMENT (PRIMARY) CONGRESS OF THE BIRDS 149 CONGRESS AVENUE PROVIDENCE RI 02907 991524923 501(C)(3) 28500 0 ANIMAL WELFARE (PRIMARY) TIDES CENTER PO BOX 889385 LOS ANGELES CA 900889385 943213100 501(C)(3) 10000 0 OTHER (PRIMARY) THE SOLAR INITIATIVE OF BLOCK ISLAND INC PO BOX 484 BLOCK ISLAND RI 02807 882646033 501(C)(3) 518000 0 ENV - ENVIRONMENT (PRIMARY) NAF 169 MADISON AVE SUITE 2797 NEW YORK NY 10016 133480246 501(C)(3) 47138 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) NUESTRO MUNDO PUBLIC CHARTER SCHOOL 17-21 GORDON AVENUE PROVIDENCE RI 02905 861202707 501(C)(3) 8000 0 ENV - ENVIRONMENT (PRIMARY) BIENVENIDOS A GALLATIN VALLEY 280 WEST KAGY BLVD STE D 277 BOSEMAN MT 59715 872689923 501(C)(3) 7000 0 BHN - BASIC HUMAN NEEDS (PRIMARY) FRIENDS OF JAMESTOWN HOUSING 45 PEMBERTON AVENUE JAMESTOWN RI 02835 921203684 501(C)(3) 7000 0 HOUSING (PRIMARY) RIHUB 225 DYER STREET PROVIDENCE RI 02903 821813115 501(C)(3) 75000 0 ES - ECONOMIC SECURITY (PRIMARY) JANE ADDAMS RESOURCE CORPORATION 50 SIMS AVENUE PROVIDENCE RI 02909 883351529 501(C)(3) 100000 0 ES - ECONOMIC SECURITY (PRIMARY) NEW ROOTS FOUNDATION INC 217 NE 4TH AVENUE DELRAY BEACH FL 33483 043754218 501(C)(3) 12000 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) SEACOAST FAMILY PROMISE 27 HAMPTON ROAD EXETER NH 03833 020529881 501(C)(3) 10000 0 BHN - BASIC HUMAN NEEDS (PRIMARY) RHODE ISLAND PET NETWORK 181 TRINITY ST WARWICK RI 02886 920277980 501(C)(3) 6000 0 ANIMAL WELFARE (PRIMARY) ST JAMES EPISCOPAL CHURCH AT WOONSOCKET 24 HAMLET AVENUE WOONSOCKET RI 02895 050262718 REL 10000 0 CHILDREN AND FAMILY (PRIMARY) LEMON BAY CONSERVANCY INC 1765 MANOR RD SUITE A ENGLEWOOD FL 34223 596510980 501(C)(3) 10000 0 ENV - ENVIRONMENT (PRIMARY) MOUNT HOPE COMMUNITY CENTER 199 CAMP STREET PROVIDENCE RI 02906 222599257 501(C)(3) 11500 0 CHILDREN AND FAMILY (PRIMARY) SPICE FIELD KITCHENS INC 5601 TILLMAN AVENUE CLEVELAND OH 44102 474576175 501(C)(3) 10000 0 ENV - ENVIRONMENT (PRIMARY) FLARE EDUCATION 56 WARREN STREET SUITE 200 BOSTON MA 02119 871145016 501(C)(3) 10000 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) A PLACE TO STAND INC 3609 COLONY ROAD FAIRFAX VA 22030 472096461 501(C)(3) 10000 0 BHN - BASIC HUMAN NEEDS (PRIMARY) GROW SMART RHODE ISLAND PO BOX 3 PROVIDENCE RI 02901 050499148 501(C)(3) 10000 0 BHN - BASIC HUMAN NEEDS (PRIMARY) NICHOLSON FILE ART STUDIOS 50 SIMS AVENUE SUITE 103 PROVIDENCE RI 02909 870958170 501(C)(3) 30000 0 HL - HEALTHY LIVES (PRIMARY) FIND THE CAUSE BREAST CANCER FOUNDATION PO BOX 2112 FRAMINGHAM MA 01703 043506574 501(C)(3) 15000 0 HL - HEALTHY LIVES (PRIMARY) ST JOSEPH SCHOOL 850 WAKEFIELD STREET WEST WARWICK RI 02893 050259012 REL 8800 0 EDU - SCHOLARSHIPS HOMES FOR RI INC 469 ANGELL STREET PROVIDENCE RI 02906 994714120 501(C)(4) 100000 0 HOUSING (PRIMARY) SPONSOR INC 1257 WORCESTER ROAD BOX 312 FRAMINGHAM MA 01701 810741435 501(C)(3) 56300 0 ENV - ENVIRONMENT (PRIMARY) SEACOAST CHURCH 750 LONG POINT ROAD MOUNT PLEASANT SC 29464 571045195 REL 8500 0 FAITH-BASED (PRIMARY) NEW YORK ROAD RUNNERS INC PO BOX 22171 NEW YORK NY 100872171 132949483 501(C)(3) 10000 0 HL - HEALTHY LIVES (PRIMARY) MIDWEST ACCESS COALITION PO BOX 736527 CHICAGO IL 60673 472160168 501(C)(3) 10400 0 HL - HEALTHY LIVES (PRIMARY) CHICAGO ABORTION FUND 333 W NORTH AVENUE STE 267 CHICAGO IL 60610 363451293 501(C)(3) 10400 0 HL - HEALTHY LIVES (PRIMARY) CHICAGO BOOKS TO WOMEN IN PRISON 4511 NORTH HERMITAGE AVENUE CHICAGO IL 60640 455271700 501(C)(3) 10400 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) AMERICAN HEART ASSOCIATION INC 444 LIBERTY AVENUE SUITE 1300 PITTSBURGH PA 15222 135613797 501(C)(3) 73516 0 HL - HEALTHY LIVES (PRIMARY) COMPASS FAMILY SERVICES 37 GROVE STREET SAN FRANCISCO CA 94102 941156622 501(C)(3) 10000 0 CHILDREN AND FAMILY (PRIMARY) COMMONWEALTH CANCER CONSORTIUM INC 101 ROGERS STREET SUITE 3A CAMBRIDGE MA 02142 851681659 501(C)(3) 7500 0 HL - HEALTHY LIVES (PRIMARY) WHITE MOUNTAIN WILDLIFE AND NATURE CENTER INC 425 SOUTH WOODLAND LAKESIDE AZ 85929 201166851 501(C)(3) 10000 0 ENV - ENVIRONMENT (PRIMARY) MOSES BROWN SCHOOL FOUNDATION 250 LLOYD AVENUE PROVIDENCE RI 02906 237067506 501(C)(3) 75000 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) FOOD FOR THE HUNGRY INC 2 N CENTRAL AVENUE SUITE 200 PHOENIX AZ 85004 952680390 501(C)(3) 10000 0 BHN - BASIC HUMAN NEEDS (PRIMARY) CERES INC 99 CHAUNCY STREET 6TH FLOOR BOSTON MA 02111 223053747 501(C)(3) 50000 0 ENV - ENVIRONMENT (PRIMARY) UNCOMMON SCHOOLS (ROXBURY PREP) 2179 WASHINGTON STREET ROXBURY MA 02119 311488698 501(C)(3) 10000 0 EDU - EDUCATIONAL SUCCESS (PRIMARY) PRESERVATION TRUST OF VERMONT INC 90 MAIN STREET SUITE 304 MONTPELIER VT 05602 030281195 501(C)(3) 25000 0 ART - ARTS AND CULTURE (PRIMARY) 974 5 SCHOLARSHIP 642 1991768 FELLOWSHIP 43 418860 PART I, LINE 2: 1. THE ORGANIZATION REVIEWS THE NON-PROFIT STATUS THROUGH GUIDESTAR BEFORE MAKING ANNUAL DESIGNATED FUND GRANTS FOR GENERAL SUPPORT. THE ORGANIZATION ADDS THE REQUIREMENT THAT THE GRANTEE COMPLETE A DETAILED REPORT ON THE USE OF THE GRANT FUNDS BEFORE A SUBSEQUENT GRANT IS MADE FOR DESIGNATED FUND GRANTS THAT ARE FOR THE PURPOSES OTHER THAN GENERAL SUPPORT. 2. DONOR-ADVISED FUND GRANTS ARE MADE IN ACCORDANCE WITH RECOMMENDATIONS FROM DONOR-ADVISORS. EACH RECOMMENDATION IS REVIEWED BEFORE THE GRANT IS PROCESSED AND THE NON-PROFIT STATUS OF THE GRANTEE IS VERIFIED THROUGH GUIDESTAR. 3. DISCRETIONARY FUND GRANTS ARE MADE IN RESPONSE TO PROPOSALS. PROPOSALS ARE REVIEWED BY THE ORGANIZATION AND PRE-APPLICATION MEETINGS ARE CONDUCTED PRIOR TO A GRANT DECISION BEING MADE. GRANT REPORTS ARE REQUIRED BEFORE A SUBSEQUENT DISCRETIONARY GRANT IS MADE AND THE MAJORITY OF DISCRETIONARY GRANT RECIPIENTS RECEIVE ONE OR MORE SITE VISITS TO MONITOR THE IMPLEMENTATION OF GRANT FUNDED PROJECTS. X 1 1 X X X 0 0 0 0 0 0 0 1 0 DAVID CICILLINE PRESIDENT & CEO 683597 0 75833 0 36476 0 31050 0 13086 0 840042 0 0 0 JENNIFER REID VP OF FINANCE & CEO 265568 0 10000 0 7248 0 18385 0 1704 0 302905 0 0 0 CHRISTOPHER BIZZACCO CHIEF OF STAFF 210597 0 15000 0 960 0 21649 0 39240 0 287446 0 0 0 BRIDGET BARATTA VP OF DEVELOPMENT 230589 0 5000 0 1382 0 21812 0 23084 0 281867 0 0 0 KATHLEEN MALIN CTO/VP OF OPERATIONS 206115 0 7500 0 4572 0 20129 0 27570 0 265886 0 0 0 ARIANNE CORRENTE VP OF COMMUNICATIONS & MARKETING 174558 0 12000 0 988 0 18117 0 39040 0 244703 0 0 0 JENNIFER PEREIRA VP OF GRANTS & CLIMATE DIRECTOR 178450 0 7500 0 2026 0 17698 0 34947 0 240621 0 0 0 ANGELA ANKOMA VP & ED EQUITY LEADERSHIP INITIATIVE 146550 0 0 0 34872 0 14421 0 33609 0 229452 0 0 0 SHARON COLLIER VICE PRESIDENT OF HUMAN RESOURCES 177114 0 8500 0 2976 0 17301 0 16162 0 222053 0 0 0 DANIEL KERTZNER SENIOR PHILANTHROPIC ADVISOR 173611 0 5000 0 2376 0 16581 0 15162 0 212730 0 0 0 JILL PFITZENMAYER VP OF CAPACITY BUILDING 155720 0 3000 0 4221 0 14946 0 24802 0 202689 0 0 0 PART I, LINE 1A SOCIAL CLUB MEMBERSHIP DUES ARE PAID ON BEHALF OF THE PRESIDENT&CEO AND VP OF DEVELOPMENT. THESE MEMBERSHIPS ARE USED FOR BUSINESS PURPOSES AND THEREFORE NOT TREATED AS TAXABLE COMPENSATION. PART I, LINE 7 THE ORGANIZATION'S EMPLOYEES ARE ELIGIBLE FOR MERIT-BASED BONUSES AND OTHER AWARDS AT THE DISCRETION OF THE PRESIDENT&CEO AND BOARD OF DIRECTORS. X 77 15037973 SELLING PRICE X 1 2029450 INV ADVISOR VALUE 0 1 1 PART I, LINE 32B: ALL CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES ARE TRANSFERRED TO AND SOLD BY THE ORGANIZATION'S CUSTODIAN. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE ORGANIZATION'S FORM 990 "RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND FORM 990T "EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN". THE AUDIT COMMITTEE REVIEWS AND APPROVES THE TAX RETURNS PRIOR TO FILING. THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE ORGANIZATION TO REQUIRE THAT ALL MEMBERS OF THE BOARD OF DIRECTORS, COMMITTEES AND STAFF DISCLOSE, AND IN SOME INSTANCES, REFRAIN FROM ENGAGING IN BUSINESS PRACTICES OR CONDUCT THAT COULD CONSTITUTE A CONFLICT BETWEEN THEIR PERSONAL INTERESTS AND THE INTERESTS OF THE ORGANIZATION. WITHOUT APPROVAL FROM THE NOMINATING AND GOVERNANCE COMMITTEE, STAFF MAY NOT SERVE ON THE BOARD OF DIRECTORS OF AN ORGANIZATION LIKELY TO RECEIVE DISCRETIONARY GRANTS. THE ORGANIZATION REGULARLY MONITORS AND UPDATES THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. POTENTIAL CONFLICTS OF INTEREST INVOLVING DIRECTORS, OFFICERS, MEMBERS OF COMMITTEES AND STAFF ARE IDENTIFIED AND ADDRESSED IN ORDER TO ASSURE THAT THE ORGANIZATION IS TREATED FAIRLY IN ALL ITS BUSINESS DEALINGS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S EXECUTIVE COMPENSATION POLICY IS CONSIDERED REASONABLE IF IT IS AN AMOUNT THAT WOULD ORDINARILY BE PAID BY SIMILARLY SITUATED ORGANIZATIONS UNDER LIKE CIRCUMSTANCE. THIS POLICY APPLIES TO INDIVIDUALS WHO ARE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ORGANIZATION. COMPENSATION OF THE CEO IS REVIEWED AND APPROVED, IN ADVANCE, BY THE NOMINATING AND GOVERNANCE COMMITTEE, COMPOSED OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST. THE COMMITTEE RELIES UPON APPROPRIATE DATA, SUCH AS A COMPENSATION REPORT OR PROOF OF FAIR MARKET VALUE, AS TO COMPARABILITY BEFORE MAKING ITS DECISION, AND ADEQUATELY DOCUMENTING THE BASIS FOR ITS DETERMINATION. DOCUMENTATION MUST CONTAIN: THE DATE AND TERMS OF THE TRANSACTION; THE MEMBERS PRESENT AND WHO VOTED; THE DATA RELIED UPON AND HOW IT WAS OBTAINED; ACTIONS TAKEN BY MEMBERS WHO HAD A CONFLICT OF INTEREST AND BASIS FOR ANY DEPARTURE FROM REASONABLE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN PRESENT VALUE OF SPLIT INTEREST AGREEMENTS 401,782. THE HAFFENREFFER FAMILY FUND C/O RI FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 056012787 SUPPORT ORG RI 501(C)(3) LINE 12A, I THE RHODE ISLAND FOUNDATION 1 THE JUNE ROCKWELL LEVY FOUNDATION INC C/O RI FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 046074284 SUPPORT ORG RI 501(C)(3) LINE 12A, I THE RHODE ISLAND FOUNDATION 1 THE RHODE ISLAND CHARITIES TRUST C/O RI FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 050458759 SUPPORT ORG RI 501(C)(3) LINE 12A, I THE RHODE ISLAND FOUNDATION 1 THE DOWNCITY PARTNERSHIP INC C/O RI FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 050514476 SUPPORT ORG RI 501(C)(3) LINE 12A, I THE RHODE ISLAND FOUNDATION 1 JEWISH FEDERATION FOUNDATION-GREATER RI C/O RI FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 050259003 SUPPORT ORG RI 501(C)(3) LINE 12A, I THE RHODE ISLAND FOUNDATION 1 CHARITABLE REMAINDER UNITRUSTS (9) C/O RI FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 INVESTMENTS RI N/A T 0 CHARITABLE LEAD ANNUITY TRUST (1) C/O RI FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 INVESTMENTS RI N/A T 0 POOLED INCOME FUNDS (8) C/O RI FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 INVESTMENTS RI N/A T 0 CHARITABLE LEAD UNITRUST (1) C/O RI FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 INVESTMENTS RI N/A T 0 JEWISH FEDERATION FOUNDATION CRAT (1) C/O JEWISH FEDERATION FOUNDATION ON PROVIDENCE RI 02903 INVESTMENTS RI JEWISH FEDERATION FOUNDATION OF GREATER RI T 1 JEWISH FEDERATION FOUNDATION CRUT (1) C/O JEWISH FEDERATION FOUNDATION ON PROVIDENCE RI 02903 INVESTMENTS RI JEWISH FEDERATION FOUNDATION OF GREATER RI T 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 THE HAFFENREFFER FAMILY FUND S 74636 ADMIN FEE THE JUNE ROCKWELL LEVY FOUNDATION INC S 161456 ADMIN FEE THE DOWNCITY PARTNERSHIP INC C 259537 GRANT RECEIVED JEWISH FEDERATION FOUNDATION-GREATER RI S 228196 ADMIN FEE JEWISH FEDERATION FOUNDATION-GREATER RI C 98037 GRANT RECEIVED CHARITABLE LEAD UNITRUST (1) S 88563 FMV