2022-09-13T09:36:20-05:00 2021-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990 2021-01-01 815171277 NAVIGANT CREDIT UNION CHARITABLE FOUNDATION INC NAVI 4012234304 1005 DOUGLAS PIKE SMITHFIELD RI 02917 LISA DANDENEAU TREASURER 4012234304 2022-09-13 1 LISA DANDENEAU 000004187 HARRY A KALAJIAN JR CPA P00464296 6174399700 2022-09-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LISA DANDENEAU 1005 DOUGLAS PIKE SMITHFIELD RI 02917 4228072 0 X N/A X 2017 RI TO GIVE BACK TO THE COMMUNITY BY SUPPORTING, PROMOTING, AND FURTHERING CHARITABLE, EDUCATIONAL, SOCIAL SERVICE, CULTURAL, PUBLIC HEALTH, AND CIVIC ORGANIZATIONS, ACTIVITIES, AND CAUSES, PRIMARILY (BUT NOT EXCLUSIVELY) AFFECTING COMMUNITIES IN WHICH NAVIGANT CREDIT UNION HAS BRANCH OFFICES OR MEMBERS. 5 5 0 5 0 0 1508679 2506195 0 0 77408 304542 0 0 1586087 2810737 0 0 0 0 0 0 0 0 0 46608 64373 46608 64373 1539479 2746364 7028503 10138881 0 0 7028503 10138881 X TO GIVE BACK TO THE COMMUNITY BY SUPPORTING, PROMOTING, AND FURTHERING CHARITABLE, EDUCATIONAL, SOCIAL SERVICE, CULTURAL, PUBLIC HEALTH, AND CIVIC ORGANIZATIONS, ACTIVITIES, AND CAUSES, PRIMARILY (BUT NOT EXCLUSIVELY) AFFECTING COMMUNITIES IN WHICH NAVIGANT CREDIT UNION HAS BRANCH OFFICES OR MEMBERS. 0 0 TO PROVIDE CHARITABLE, EDUCATIONAL, AND CIVIC SERVICES TO MEMBERS OF THE COMMUNITY SERVED BY NAVIGANT CREDIT UNION, PRIMARILY IN RHODE ISLAND AND SOUTHERN MASSACHUSETTS. 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X GARY FURTADO 4012334304 1005 DOUGLAS PIKE SMITHFIELD RI 029171206 X GARY E FURTADO PRESIDENT/CHAIRMAN 1.00 X X 0 0 0 LISA G DANDENEAU TREASURER/DIRECTOR 1.00 X X 0 0 0 TIMOTHY J DRAPER SECRETARY/DIRECTOR 1.00 X X 0 0 0 ANN M KASHMANIAN DIRECTOR 1.00 X 0 0 0 JAMES K SALOME DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 2506195 2506195 173795 173795 1548082 1417335 130747 130747 130747 2810737 0 0 304542 64373 64373 64373 0 64373 0 245571 2713029 6782932 7425852 7028503 10138881 0 0 X 0 0 0 0 7028503 10138881 7028503 10138881 7028503 10138881 2746364 364014 0 X X 0 1 X 1 0 X 1425000 1500000 1701247 1508679 2506195 8641121 1425000 1500000 1701247 1508679 2506195 8641121 8443879 197242 3414 35878 77976 123855 173795 414918 9056039 X SCHEDULE A, PART II, SECTION B, LINE 13: THE NAVIGANT CREDIT UNION CHARITABLE FOUNDATION FOUNDED ON JANUARY 27, 2017. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 3110378 364014 -64373 299641 2810737 0 2810737 0 0 0 64373 64373 64373 PART X, LINE 2: THE FOUNDATION IS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, EXEMPT FROM FEDERAL AND STATE INCOME TAX. THE FOUNDATION EVALUATES TAX POSITIONS TAKEN, INCLUDING THE POSITION THAT THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION, AND EVALUATES WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. SINCE THE FOUNDATION UTILIZES THE MODIFIED CASH BASIS OF ACCOUNTING THE RESULTING IMPACT OF THESE TAX POSITIONS ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN ACTUALLY PAID, BASED ON THE RESULT OF THIS EVALUATION. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021 AND 2020 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO AUDIT FOR ALL YEARS AFTER DECEMBER 31, 2017. THE FOUNDATION'S POLICY IS TO RECOGNIZE ANY INTEREST AND PENALTIES RELATED TO TAX MATTERS AS AN EXPENSE WHEN PAID. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -64,373. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 64,373. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE EXTERNAL AUDIT FIRM, WOLF & COMPANY. THE FORM IS COMPLETED BASED UPON DETAIL INFORMATION PROVIDED BY THE FOUNDATION. DETAIL REVIEWS OF FORM 990 IS COMPLETED BY THE FOUNDATION TREASURER TO INSURE THAT ALL INFORMATION PROVIDED IS ACCURATE. THE FORM 990 HAS BEEN REVIEWED IN DETAIL PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS ADOPTED A CONFLICT OF INTEREST POLICY AND ETHICS AS PART OF ITS BYLAWS. THE BOARD OF DIRECTORS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 BYLAWS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINES 13 AND 14: NAVIGANT CREDIT UNION CHARITABLE FOUNDATION (FOUNDATION) DOESN'T HAVE ITS OWN WRITTEN WHISTLEBLOWER AND DOCUMENT RETENTION AND DESTRUCTION POLICIES IN PLACE. THE FOUNDATION FOLLOWS THE NAVIGANT CREDIT UNION'S WRITTEN WHISTLEBLOWER AND DOCUMENT RETENTION AND DESTRUCTION POLICIES. FORM 990, PART XII, LINE 1 - ACCOUNTING METHOD USED TO PREPARE FORM 990 NAVIGANT CREDIT UNION CHARITABLE FOUNDATION USES MODIFIED CASH METHOD TO PREPARE FORM 990. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR 2021. NAVIGANT CREDIT UNION 1005 DOUGLAS PIKE SMITHFIELD RI 029171206 050125860 BANKING RI 501(C)(14) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NAVIGANT CREDIT UNION C 2500000 FMV