Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
EDWARD J & VIRGINIA M ROUTHIER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) ONE CITIZENS BANK WAY JCB115
  Room/suite
City or town
JOHNSTON
State or province
RI
Country  
ZIP or foreign postal code
02919
A Employer identification number

05-0485198
B Telephone number (see instructions)

4012604198
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$22,539,036J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 636,263 636,263  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 752,925
b Gross sales price for all assets on line 6a 4,953,061
7 Capital gain net income (from Part IV, line 2)... 752,925
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,389,188 1,389,188  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 79,033 39,517   39,516
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
650 0 0 650
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
36,290 36,290   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
27,706 7,348   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,813     1,813
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 145,492 83,155 0 41,979
25 Contributions, gifts, grants paid....... 1,418,000 1,418,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,563,492 83,155 0 1,459,979
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -174,304
b Net investment income (if negative, enter -0-) 1,306,033
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 18,388    
2 Savings and temporary cash investments......... 279,735 356,563 356,563
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 17,053,600 Click to see attachment
List of Attached Documents:
// Content
16,851,467 		22,182,473
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,351,723 17,208,030 22,539,036
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 17,351,723 17,208,030
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 17,351,723 17,208,030
30 Total liabilities and net assets/fund balances (see instructions). 17,351,723 17,208,030
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
17,351,723
2
Enter amount from Part I, line 27a .....................
2
-174,304
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
30,611
4
Add lines 1, 2, and 3 ..........................
4
17,208,030
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
17,208,030
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 374. AT&T INC   2024-05-24 2025-02-21
b 1633. AT&T INC   2022-11-16 2025-02-21
c 275. AT&T INC   2024-05-24 2025-11-25
d 79. ABBVIE INC COM   2024-06-17 2025-11-25
e 156. ADOBE SYS INC   2022-03-10 2025-06-04
39. ALPHABET INC CL C   2012-11-27 2025-11-25
145. ALPHABET INC CL A   2016-09-13 2025-11-25
19. AMAZON COM INC   2016-08-03 2025-11-25
210. AMERICAN EXPRESS CO   2018-08-28 2025-01-07
20. AMERICAN EXPRESS CO   2018-08-28 2025-11-25
201. APPLE COMPUTER INC   2014-11-17 2025-11-25
569. APPLIED MATERIALS INC   2020-03-10 2025-09-03
712. ARISTA NETWORKS INC COM   2024-11-22 2025-04-08
27. ATMOS ENERGY CORP COM   2023-08-10 2025-11-25
238. BAKER HUGHES CO CL A   2025-01-07 2025-11-25
130. BANK OF AMERICA CORP NEW   2024-08-15 2025-11-25
65. BANK OF NEW YORK MELLON CORP   2024-11-22 2025-11-25
36. BERKSHIRE HATHAWAY INC DEL CL B NEW   2022-04-08 2025-11-25
64. BROADCOM INC   2025-02-04 2025-11-25
219. CISCO SYSTEMS   2023-03-16 2025-11-25
100000. CISCO 3.50% 6/15/2025   2015-06-10 2025-06-16
129. COCA COLA CO   2021-08-05 2025-11-25
78. CONOCOPHILLIPS   2023-12-07 2025-11-25
235. CONSTELLATION ENERGY CORP   2023-09-08 2025-01-14
6. COSTCO WHSL CORP NEW   2017-11-15 2025-11-25
24. CUMMINS, INC.   2021-02-24 2025-11-25
667. DELTA AIRLINES INC   2023-02-16 2025-07-09
56. DISNEY WALT CO   2024-08-15 2025-11-25
143. EBAY INC   2024-05-24 2025-11-25
833. EXXON MOBIL CORP   2022-05-11 2025-04-30
532. EXXON MOBIL CORP   2022-05-23 2025-06-11
27. META PLATFORMS INC   2020-03-10 2025-11-25
100000. FEDERAL FARM CREDIT BANK 2.910% 6/16/2025   2015-06-09 2025-06-16
1123. FREEPORT MCMORAN COPPER & GOLD   2021-12-02 2025-02-04
167. GENERAL DYNAMICS   2023-06-08 2025-02-04
10780.509 GOLDMAN SACHS GQG PARTNERS INTL OPPS INSTL   2019-11-22 2025-11-25
41. HCA HEALTHCARE INC   2020-02-19 2025-11-25
152. HOME DEPOT INC   2017-11-15 2025-10-08
2709. HOST MARRIOTT CORP NEW   2024-02-06 2025-04-08
1509. ISHARES INC CORE MSCI EMKT   2020-03-11 2025-11-25
240. JP MORGAN CHASE & CO   2022-10-18 2025-02-21
332. JP MORGAN CHASE & CO   2022-11-04 2025-11-06
89. JOHNSON & JOHNSON   2023-02-16 2025-11-25
87151.946 JPMORGAN MORTGAGE BACKED SEC FD   2021-12-14 2025-03-12
27. LILLY ELI & CO   2018-06-20 2025-11-25
18. LOCKHEED MARTIN CORP   2025-06-04 2025-11-25
43. MARRIOTT INTL' INC. NEW CLASS A   2021-02-24 2025-11-25
213. MERCK & CO INC NEW COM   2022-03-10 2025-11-25
62. MICROSOFT CORP   2014-04-07 2025-11-25
519. NETAPP INC COM   2024-04-05 2025-04-08
1145. NEWMONT MINING CORP   2024-07-12 2025-01-07
83. NEXTERA ENERGY INC COM   2012-01-31 2025-11-25
390. NVIDIA CORP   2020-03-19 2025-08-20
186. NVIDIA CORP   2020-03-19 2025-11-25
200. ORACLE SYSTEMS CORP.   2019-09-24 2025-02-04
99. PROCTER & GAMBLE COMPANY   2025-04-30 2025-11-25
100000. QUALCOMM INC (CALLABLE 2/20/25 @ 100) 3.4500% 5/20/2025   2015-05-21 2025-05-20
22. QUANTA SVCS INC   2024-02-06 2025-11-25
25. RAYMOND JAMES FINANCIAL INC   2022-02-09 2025-11-25
47. REPUBLIC SERVICES INC CL A   2025-01-07 2025-11-25
15. S&P GLOBAL INC COM   2025-08-20 2025-11-25
242. SBA COMMUNICATIONS CORP   2024-09-10 2025-10-08
279. SALESFORCE INC   2024-04-05 2025-08-13
1377. SCHLUMBERGER LTD   2022-01-28 2025-06-04
46. CHARLES SCHWAB CORP NEW   2019-06-18 2025-11-25
4. SERVICENOW INC   2024-11-08 2025-11-25
42464.7 TCW FDS INC EMRG MKTS CL I   2023-08-11 2025-11-03
79. TJX COMPANIES NEW   2023-02-16 2025-11-25
71. T-MOBILE US INC   2023-03-16 2025-11-25
290. TARGET CORP   2024-10-29 2025-06-04
284. TARGET CORP   2018-09-19 2025-06-04
8. TESLA INC   2024-11-08 2025-11-25
583. TEXTRON INC   2022-12-13 2025-01-07
16. THERMO ELECTRON CORP   2019-06-11 2025-11-25
39. TRAVELERS COMPANIES INC   2022-05-23 2025-11-25
100000. UNILEVER CAPITAL CORP 7/30/2025   2015-07-30 2025-07-30
5. UNITED RENTALS INC   2023-01-10 2025-11-25
200000. UNITED STATES TREAS NOTES 2.0000% 2/15/2025   2015-02-19 2025-02-18
200000. US TREASURY NOTE 2.000% 8/15/2025   2016-08-12 2025-08-15
200000. US TREASURY NOTE 2.125% 5/15/2025   2016-08-17 2025-05-15
164. UNITEDHEALTH GROUP INC   2019-05-07 2025-08-13
18832.392 VANGUARD INTERM-TERM BOND INDEX ADM ADM   2016-12-06 2025-12-03
14. VERTEX PHARMACEUTICALS INC COM   2021-12-02 2025-11-25
22. VISA INC   2013-11-15 2025-11-25
137. WAL-MART STORES INC   2023-06-08 2025-11-25
73. WELLS FARGO & CO NEW   2024-04-30 2025-11-25
20. AON PLC CL A   2016-06-07 2025-11-25
189. ACCENTURE PLC IRELAND SHS CLASS A   2013-11-19 2025-06-11
155. EATON CORP PLC   2025-06-04 2025-12-16
20. LINDE PLC COM USD   2019-03-13 2025-11-25
51. CHUBB LIMITED COM   2025-09-03 2025-11-25
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,885   6,539 3,346
b 43,163   30,892 12,271
c 7,112   4,808 2,304
d 18,436   13,387 5,049
e 64,623   50,734 13,889
12,512   641 11,871
46,494   5,709 40,785
4,356   717 3,639
63,360   22,480 40,880
7,199   2,141 5,058
56,043   3,706 52,337
88,553   30,943 57,610
50,708   71,844 -21,136
4,686   3,167 1,519
11,748   10,349 1,399
6,845   5,112 1,733
7,027   5,183 1,844
18,339   12,703 5,636
24,216   14,125 10,091
16,668   10,890 5,778
100,000   100,000  
9,338   7,288 2,050
6,743   8,678 -1,935
68,045   25,610 42,435
5,361   1,020 4,341
11,813   6,053 5,760
33,702   25,695 8,007
5,776   4,952 824
11,873   7,737 4,136
88,000   72,783 15,217
57,064   49,548 7,516
16,976   4,694 12,282
100,000   100,000  
41,085   41,561 -476
43,054   35,704 7,350
250,000   159,983 90,017
20,996   5,966 15,030
58,401   25,261 33,140
35,140   52,786 -17,646
99,866   68,119 31,747
63,840   27,426 36,414
103,874   42,208 61,666
18,419   14,140 4,279
890,693   996,105 -105,412
29,754   2,344 27,410
8,115   8,727 -612
13,064   6,671 6,393
22,263   16,576 5,687
29,503   2,486 27,017
40,596   54,486 -13,890
43,933   54,583 -10,650
7,050   1,240 5,810
67,208   2,013 65,195
32,494   960 31,534
33,544   10,769 22,775
14,694   15,989 -1,295
100,000   100,000  
9,723   4,477 5,246
3,868   2,901 967
10,236   9,530 706
7,435   8,334 -899
45,450   58,558 -13,108
65,409   79,617 -14,208
46,055   54,371 -8,316
4,165   1,885 2,280
3,302   4,056 -754
296,404   311,258 -14,854
12,060   6,323 5,737
14,707   10,070 4,637
27,460   43,233 -15,773
26,892   24,876 2,016
3,344   2,542 802
43,972   42,042 1,930
9,604   4,549 5,055
11,498   6,707 4,791
100,000   100,000  
4,071   1,891 2,180
200,000   200,000  
200,000   200,000  
200,000   200,000  
44,208   38,656 5,552
200,000   214,617 -14,617
5,994   2,877 3,117
7,321   1,111 6,210
14,567   6,901 7,666
6,164   4,353 1,811
7,017   2,197 4,820
60,459   14,950 45,509
51,058   53,403 -2,345
8,161   3,491 4,670
15,219   14,129 1,090
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
      42,988
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,346
b       12,271
c       2,304
d       5,049
e       13,889
      11,871
      40,785
      3,639
      40,880
      5,058
      52,337
      57,610
      -21,136
      1,519
      1,399
      1,733
      1,844
      5,636
      10,091
      5,778
       
      2,050
      -1,935
      42,435
      4,341
      5,760
      8,007
      824
      4,136
      15,217
      7,516
      12,282
       
      -476
      7,350
      90,017
      15,030
      33,140
      -17,646
      31,747
      36,414
      61,666
      4,279
      -105,412
      27,410
      -612
      6,393
      5,687
      27,017
      -13,890
      -10,650
      5,810
      65,195
      31,534
      22,775
      -1,295
       
      5,246
      967
      706
      -899
      -13,108
      -14,208
      -8,316
      2,280
      -754
      -14,854
      5,737
      4,637
      -15,773
      2,016
      802
      1,930
      5,055
      4,791
       
      2,180
       
       
       
      5,552
      -14,617
      3,117
      6,210
      7,666
      1,811
      4,820
      45,509
      -2,345
      4,670
      1,090
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 752,925
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 18,154
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 18,154
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 18,154
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 9,528
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,528
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 8,626
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
RI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofCITIZENS BANK NA Telephone no. (401) 260-4198

Located atONE CAPITAL PLAZAPROVIDENCERI ZIP+402903
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CITIZENS BANK N A TRUSTEE
5 		47,033    
ONE CAPITAL PLAZA
PROVIDENCE,RI02903
DENNIS DIBENEDETTO DISTRIBUTION COMMITTEE MEMBER
2 		23,000    
50 HOLDEN STREET
PROVIDENCE,RI02908
DAVID RAMPONE DISTRIBUTION COMMITTEE MEMBER
1 		3,000    
800 SCENIC VIEW DRIVE
CUMBERLAND,RI02865
RENEE R EVANGELISTA DISTRIBUTION COMMITTEE MEMBER
1 		3,000    
ONE FINANCIAL PLAZA SUITE 1600
PROVIDENCE,RI02903
PETER ARDEN DISTRIBUTION COMMITTEE MEMBER
1 		3,000    
60 TAYLOR DRIVE
EAST PROVIDENCE,RI02916
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
21,533,113
b
Average of monthly cash balances.......................
1b
572,988
c
Fair market value of all other assets (see instructions)................
1c
199,401
d
Total (add lines 1a, 1b, and 1c).......................
1d
22,305,502
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
22,305,502
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
334,583
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,970,919
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,098,546
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,098,546
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
18,154
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,154
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,080,392
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,080,392
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,080,392
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,459,979
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,459,979
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,080,392
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 259,364
b From 2021...... 111,200
c From 2022...... 97,194
d From 2023...... 213,337
e From 2024...... 365,749
f Total of lines 3a through e ........ 1,046,844
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,459,979
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 1,080,392
e Remaining amount distributed out of corpus 379,587
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,426,431
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		259,364
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,167,067
10 Analysis of line 9:
a Excess from 2021 .... 111,200
b Excess from 2022 .... 97,194
c Excess from 2023 .... 213,337
d Excess from 2024 .... 365,749
e Excess from 2025 .... 379,587
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BUTLER HOSPITAL

345 BLACKSTONE BLVD
PROVIDENCE,RI02906 		NONE   UNRESTRICTED GIFT 32,000

MIRIAM HOSPITAL
C/O ARTHUR J SAMPSON PRESIDENT
PO BOX H
PROVIDENCE,RI02901 		NONE   UNRESTRICTED GIFT 150,000

Boys & Girls Club of Pawtucket
c/o Amy Gonsalves
ONE MOELLER PLACE
Pawtucket,RI02860 		NONE   UNRESTRICTED GIFT 20,000

PROVIDENCE COLLEGE
C/O MOLLY DESCHENES DIRECTOR
1 CUNNINGHAM SQUARE
PROVIDENCE,RI02918 		NONE   UNRESTRICTED GIFT 25,000

St Raphael Academy

123 WALCOTT ST
Pawtucket,RI02860 		NONE   UNRESTRICTED GIFT 25,000

CROSSROADS RHODE ISLAND
KAREN A SANTILLI CEO
160 BROAD STREET
PROVIDENCE,RI02903 		NONE   UNRESTRICTED GIFT 20,000

RHODE ISLAND SOCIETY FOR PREVENTION
OF CRUELTY TO ANIMALS
186 AMARAL STREET
PROVIDENCE,RI02915 		NONE   UNRESTRICTED GIFT 10,000

ST PHILOMENA SCHOOL
C/O BRIAN CORDEIRO PRINCIPAL
344 CORYS LANE
PORTSMOUTH,RI02871 		NONE   UNRESTRICTED GIFT 10,000

INSPIRING MINDS
c/o Sokeo Ros Executive Director
65 PAVILLION AVENUE
PROVIDENCE,RI02905 		NONE   UNRESTRICTED GIFT 25,000

THE PROVIDENCE CENTER

528 N MAIN ST
PROVIDENCE,RI02904 		NONE   UNRESTRICTED GIFT 30,000

MEALS ON WHEELS OF RI INC

70 BATH ST
PROVIDENCE,RI02908 		NONE   UNRESTRICTED GIFT 5,000

RHODE ISLAND COMMUNITY FOOD BANK
C/O MR ANDREW SCHIFF CEO
200 NIANTIC AVENUE
PROVIDENCE,RI02907 		NONE   UNRESTRICTED GIFT 60,000

SOUTH COUNTY HOSPITAL HEALTHCARE
C/O LOUIS R CIANCOLA PRES & CEO
100 KENYON AVENUE
WAKEFIELD,RI02879 		NONE   UNRESTRICTED GIFT 40,000

EVERETT COMPANY STAGE & SCHOOL

9 DUNCAN AVE
PROVIDENCE,RI02906 		NONE   UNRESTRICTED GIFT 10,000

HASBRO CHILDREN'S HOSPITAL
C/O TIMOTHY J BABINEAU MD
ADMINISTRATION SUITE 593 EDDY STREE
PROVIDENCE,RI02903 		NONE   UNRESTRICTED GIFT 65,000

HOPE ALZHEIMER'S CENTER
C/O ELLEN GRIZZETTI PRESIDENT CEO
25 BRAYTON AVENUE
CRANSTON,RI02920 		NONE   UNRESTRICTED GIFT 20,000

Integra Community Care Network
c/o J Michael Denney PhD
171 SERVICE AVENUE SUITE 310
Warwick,RI02886 		NONE   UNRESTRICTED GIFT 30,000

BRADLEYHASBRO CHILDREN'S RESEARCH
C/O HENRY T SACHS III MD
PO BOX H
PROVIDENCE,RI02901 		NONE   UNRESTRICTED GIFT 50,000

THE WOLF SCHOOL
C/O ANNA JOHNSON HEAD OF SCHOOL
215 FERRIS AVENUE
RUMFORD,RI02916 		NONE   UNRESTRICTED GIFT 30,000

COMMUNITY MUSICWORKS
C/O BRYONY ROMER
1392 WESTMINSTER STREET
PROVIDENCE,RI02909 		NONE   UNRESTRICTED GIFT 20,000

REACH OUT AND READ RI
C/O SARA WHITNEY
ONE RICHMOND SQUARE STE 222W
PROVIDENCE,RI02906 		NONE   UNRESTRICTED GIFT 15,000

ANTHONY QUINN FOUNDATION

PO BOX 539
BRISTOL,RI02809 		NONE   UNRESTRICTED GIFT 25,000

THE JOHN P BURKE MEMORIAL FUND INC
f/b/o Edward J & Virginia M Routhier
ONE BUTTON HOLE DR SUITE 2
PROVIDENCE,RI02909 		NONE   UNRESTRICTED GIFT 10,000

Hassenfeld Child Health Innovation
c/o Rebekah McKinney Director
BOX 1893
Providence,RI02912 		NONE   UNRESTRICTED GIFT 50,000

THE EDWARD J & VIRGINIA M ROUTHIER
NURSING FACULTY ENDOWMENT FUND
ONE UNION STREET
PROVIDENCE,RI02903 		NONE   DONOR-ADVISED FUND 100,000

HAMILTON SCHOOL AT WHEELER SCHOOL
C/O MICHELE SCZERBINSKI DIAZ SR DIRECTOR
216 HOPE STREET CLARK ALUMNI HOUSE
PROVIDENCE,RI02906 		NONE   UNRESTRICTED GIFT 50,000

WOMEN & INFANTS HOSPITAL
C/O SHANNON R SULLIVAN PRESIDENT
101 DUDLEY STREET
PROVIDENCE,RI02905 		NONE   UNRESTRICTED GIFT 23,000

AMERICAN RED CROSS
C/O LYNN G FAIRFIELD-SONN
100 MAIN STREET
PROVIDENCE,RI02907 		NONE   UNRESTRICTED GIFT 35,000

KENT HOSPITAL
C/O ROBERT J HAFFEY PRESIDENT & COO
455 TOLLGATE ROAD
WARWICK,RI02886 		NONE   UNRESTRICTED GIFT 35,000

THE GOLF FOUNDATION OF RI
D/B/A BUTTON HOLE C/O DON WRIGHT
ONE BUTTON HOLE SUITE ONE
PROVIDENCE,RI02909 		NONE   UNRESTRICTED GIFT 50,000

ST PAUL SCHOOL
C/O JOHN F CORRY PRINCIPAL
1789 BROAD STREET
CRANSTON,RI02905 		NONE   UNRESTRICTED GIFT 10,000

ST PATRICK WORD OF GOD SCHOOL
C/O DEACON STEPHEN M RAYMOND DIRECTOR
244 SMITH STREET
PROVIDENCE,RI02908 		NONE   UNRESTRICTED GIFT 20,000

ST MARY STAR OF THE SEA CHURCH

864 POINT JUDITH ROAD
NARRAGANSETT,RI02882 		NONE   UNRESTRICTED GIFT 2,000

ST JOHN BAPTIST DE LA SALLE
INSTITUTE/LASALLE ACADEMY
612 ACADEMY AVENUE
PROVIDENCE,RI02908 		NONE   UNRESTRICTED GIFT 40,000

THE SAN MIGUEL SCHOOL
C/O KIM MARTEL DEVELOPMENT
525 BRANCH AVENUE
PROVIDENCE,RI02904 		NONE   UNRESTRICTED GIFT 20,000

THE EDWARD J & VIRGINIA M ROUTHIER
FUND (6152) C/O RI FOUNDATION
ONE UNION STATION
PROVIDENCE,RI02903 		NONE   DONOR-ADVISED FUND 25,000

SHRI SERVICE CORPS
c/o Alison Bologna Executive Director
390 PINE STREET
PAWTUCKET,RI02860 		NONE   UNRESTRICTED GIFT 35,000

VNA OF CARE NEW ENGLAND
C/O LISA DESBIENS CFRE PHILANTHROPY
51 HEALTH LANE
WARWICK,RI02886 		NONE   UNRESTRICTED GIFT 24,000

HOLY FAMILY HOME FOR MOTHERS
AND CHILDREN C/O ERNEST C SPAZIANO
979 BRANCH AVENUE
PROVIDENCE,RI02904 		NONE   UNRESTRICTED GIFT 30,000

HOPEHEALTH HOSPICE & PALLIATIVE CARE
C/O SUZANNE FORTIER
1085 NORTH MAIN STREET
PROVIDENCE,RI02904 		NONE   UNRESTRICTED GIFT 25,000

READ TO SUCCEED
C/O DAVID F GUERTIN JR EXEC DIRECT
6 WATER VALLEY ROAD
HOPE,RI02831 		NONE   UNRESTRICTED GIFT 30,000

ST THOMAS MOORE CHURCH

53 ROCKLAND STREET
NARRAGANSETT,RI02882 		NONE   UNRESTRICTED GIFT 2,000

NATIONAL GRACE FOUNDATION
C/O ANTHONLY GALLONIO EXECUTIVE DIR
PO BOX 631
EAST GREENWICH,RI02818 		NONE   UNRESTRICTED GIFT 15,000

RHODE ISLAND HOSPITAL

593 EDDY STREET ADMIN SUITE 162
PROVIDENCE,RI02903 		NONE   UNRESTRICTED GIFT 65,000

ACCESSPOINT RI
C/O PETER J ROTELLI ESQ
2224 PAWTUCKET AVENUE SUITE 2
EAST PROVIDENCE,RI02914 		NONE   UNRESTRICTED GIFT 5,000
Total ................................. 3a 1,418,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 636,263  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 752,925  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,389,188  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,389,188
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
EDWARD J & VIRGINIA M ROUTHIER FOUNDATION
EIN:
05-0485198
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 650     650

TY 2025 InvestmentsOtherSchedule2
Name:
EDWARD J & VIRGINIA M ROUTHIER FOUNDATION
EIN:
05-0485198
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED STATEMENT AT COST 16,651,467 21,986,231
NUVEEN CHURCHILL PCAP AT COST 200,000 196,242

TY 2025 OtherExpensesSchedule
Name:
EDWARD J & VIRGINIA M ROUTHIER FOUNDATION
EIN:
05-0485198
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 1,813 0   1,813


TY 2025 OtherIncreasesSchedule
Name:
EDWARD J & VIRGINIA M ROUTHIER FOUNDATION
EIN:
05-0485198
Description Amount
MUTUAL FUND TIMING DIFFERENCE 6,201
ROC ADJUSTMENTS 24,394
TAX DEFERRED EARNINGS 16


TY 2025 OtherProfessionalFeesSchedule
Name:
EDWARD J & VIRGINIA M ROUTHIER FOUNDATION
EIN:
05-0485198
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 36,290 36,290    


TY 2025 TaxesSchedule
Name:
EDWARD J & VIRGINIA M ROUTHIER FOUNDATION
EIN:
05-0485198
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 485 485   0
FEDERAL TAX PAYMENT - PRIOR YE 10,830 0   0
FEDERAL ESTIMATES - PRINCIPAL 9,528 0   0
FOREIGN TAXES ON QUALIFIED FOR 5,206 5,206   0
FOREIGN TAXES ON NONQUALIFIED 1,657 1,657   0