2026-09-18T13:27:25-05:00 2025-12-31 371774566 SAVANT TAX & CONSULTING 555 S RANDALL ROAD SUITE 100 ST CHARLES IL 60174 990PF 2025-01-01 876657554 JOAN V WINIARSKI & TERESA W MERRILL REVOCABLE TRUST JOAN 4016404418 23 DAMON STREET NEWPORT RI 02840 GAIL L ALOFSIN TRUSTEE 4016404418 2026-09-18 1 ANDRE KHALFAYANCPAPFSMST P00505413 6305870193 2026-09-18 2025 X 1541156 X X 42892 42876 7290 143920 7290 50182 50166 0 0 0 450 0 0 9460 9460 0 1292 1242 0 11202 10702 0 87210 87210 98412 10702 87210 -48230 39464 21519 3732 3732 1224738 1192495 1537424 1246257 1196227 1541156 0 0 X 1300402 1300402 0 0 -54145 -104175 1246257 1196227 1246257 1196227 1246257 -48230 0 1198027 1800 1196227 PUBLICLY TRADED SECURITIES-BASIS REPORTED TO IRS 2024-12-18 2025-02-13 3238 2899 339 339 PUBLICLY TRADED SECURITIES-BASIS REPORTED TO IRS 2022-12-30 2025-08-25 140682 133731 6951 6951 7290 549 0 549 0 549 539 0 0 0 539 0 10 0 0 0 0 0 0 0 0 0 0 1 1 RI 1 0 0 0 0 1 N/A GAIL L ALOFSIN 4016404418 23 DAMON STREET NEWPORT RI 02840 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GAIL L ALOFSIN 23 DAMON STREET NEWPORT RI 02840 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1442549 15024 0 1457573 0 0 1457573 21864 1435709 71785 71785 549 549 71236 0 71236 0 71236 87210 0 87210 71236 0 0 13371 4654 15635 33660 87210 0 0 0 71236 15974 0 0 49634 0 0 0 0 0 0 0 49634 13371 4654 15635 15974 GAIL L ALOFSIN 23 DAMON STREET NEWPORT RI 02840 4016404418 NO REQUIREMENT AS TO FORM OF APPLICATION. NONE NONE BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY 95 CHURCH ST NEWPORT RI 02840 PC SUPPORT FOR VARIOUS PROGRAMS FOR YOUTH IN NEED. 16250 BUTLER HOSPITAL FOUNDATION 200 BUTLER DR PROVIDENCE RI 02906 PC SUPPORT FOR PEOPLE WITH BEHAVIORAL HEALTH ISSUES. 5000 CATHOLIC CHARITY APPEAL ONE CATHERDRAL SQUARE PROVIDENCE RI 02903 PC SUPPORT FOR SOCIAL, EDUCATIONAL, AND SPIRITUAL CHURCH PROGRAMS. 350 CHILD AND FAMILY SERVICES OF NEWPORT COUNTY INC 31 JOHN CLARKE RD MIDDLETOWN RI 02842 PC SUPPORT FOR AID TO VULNERABLE CHILDREN, FAMILIES, AND SENIORS ACROSS RHODE ISLAND 575 CLUNY SISTERS 78 CARROLL AVE NEWPORT RI 02840 PC SUPPORT FOR MISSIONARY WORK. 350 COMMUNITY COOKERY 18 MARKET SQUARE NEWPORT RI 02840 PC SUPPORT FOR EDUCATIONAL OPPORTUNITIES FOR ADULT LEARNERS. 650 DR MARTIN LUTHER KING JR COMMUNITY CENTER 20 DR MARUS WHEATLAND BLVD NEWPORT RI 02840 PC SUPPORT FOR COMMUNITY FOOD PROGRAM WHICH PROVIDES FOOD ASSISTANCE AND NUTRITIONAL EDUCATION. 10000 EDWARD KING HOUSE SENIOR CENTER 35 KING STREET NEWPORT RI 02840 PC SUPPORT FOR THE SENIOR POULATION OF NEWPORT COUNTY. 500 FABNEWPORT 1 YORK STREET NEWPORT RI 02840 PC SUPPORT FOR ORGANIZATION PROVIDING EDUCATIONAL PROGRAMS TO CHILDREN. 250 GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND 500 GREENWICH AVE WARWICK RI 02886 PC SUPPORT FOR PROGRAMS TO BENEFIT GIRLS. 250 HAITIAN HEALTH FOUNDATION 97 SHERMAN STREET NORWICH CT 06360 PC SUPPORT FOR THE WELLBEING OF CHILDREN, WOMEN, AND FAMILIES TO PROMOTE GOOD HEALTH 14500 HOPE & MAIN 691 MAIN ST WARREN RI 02885 PC SUPPORT FOR FOOD BUSINESS ENTREPENEURS. 250 INTERNATIONAL FESTIVALS & EVENTS ASSOCIATION 10400 OVERLAND RD 356 BOISE ID 83709 PC SUPPORT FOR FESTIVAL AND EVENT PROFESSIONALS. 300 KIWANIS CLUB OF NEWPORT 181 BELLEVUE AVENUE 434 NEWPORT RI 02840 PC SUPPORT FOR PROGRAMS TO ADDRESS THE UNMET NEEDS OF YOUNG CHILDREN AND THE COMMUNITY 1500 LIGHTBRIDGE HOSPICE COMMUNITY FOUNDATION 6155 CORNERSTONE CT E 220 SAN DIEGO CA 92121 PC SUPPORT FOR SERIOUSLY ILL PATIENTS AND THEIR FAMILIES. 250 LOOKING UPWARDS 1184 EAST MAIN ROAD PORTSMOUTH RI 02871 PC SUPPORT FOR ADULTS WITH DISABILITIES AND THE FAMILIES OF CHILDREN AND YOUTH WITH DIVERSE NEEDS. 500 NEWPORT COUNTY YMCA 792 VALLEY ROAD MIDDLETOWN RI 02842 PC SUPPORT FOR THE IMPROVEMENT OF QUALITY OF LIFE IN THE COMMUNITY. 800 NEWPORT HOSPITAL FOUNDATION 20 POWEL AVE NEWPORT RI 02840 PC SUPPORT FOR THE DEVELOPMENT OF THE HOSPITAL AND PATIENT CARE. 8500 NEWPORTFILM 174 BELLEVUE AVE 314 NEWPORT RI 02840 PC SUPPORT FOR THE PRESENTATION OF EDUCATIONAL FILMS AND DOCUMENTARIES. 2000 NORWICH ARTS CENTER 62 BROADWAY NORWICH CT 06360 PC SUPPORT FOR THE ARTS. 100 SISTERS OF THE HOLY FAMILY OF NAZARETH 310 N RIVER ROAD DES PLAINES IL 60016 PC SUPPORT FOR THE CHURCH 2700 ST AUGUSTIN'S CHURCH 2 EASTNOR RD NEWPORT RI 02840 PC SUPPORT FOR THE CHURCH. 5700 ST BARNABAS CHURCH 1697 E MAIN RD PORTSMOUTH RI 02871 PC SUPPORT FOR THE CHURCH. 400 ST GEORGE'S SCHOOL 372 PURGATORY RD MIDDLETOWN RI 02842 PC SUPPORT FOR EDUCATION. 1450 ST MARY'S CHURCH 12 WILLIAM STREET NEWPORT RI 02840 PC SUPPORT FOR THE CHURCH. 3325 ALZHEIMER'S ASSOCIATION 245 WATERMAN ST 306 PROVIDENCE RI 02906 PC SUPPORT FOR INDIVIDUALS WITH ALZHEIMER'S 250 FARM FRESH RHODE ISLAND 10 SIMS AVE UNIT 103 PROVIDENCE RI 02909 PC SUPPORT FOR THE CREATION OF A LOCAL FOOD SYSTEM. 1600 FRIENDS OF THE NEWPORT PUBLIC LIBRARY 300 SPRING ST NEWPORT RI 02840 PC SUPPORT FOR THE LIBRARY. 100 IMPACT100 NEWPORT COUNTY PO BOX 2663 NEWPORT RI 02840 PC SUPPORT FOR PROGRAMS TO BENEFIT AND EMPOWER WOMEN. 2000 ISLAND CEMETARY 30 WARNER ST NEWPORT RI 02840 PC SUPPORT FOR THE NEWPORT CEMETARY DISTRICT. 260 JAMES L MAHER CENTER 906 AQUIDNECK AVE MIDDLETOWN RI 02842 PC SUPPORT FOR INDIVIDUALS WITH DEVELOPMENTAL AND OTHER DISABILITIES. 250 LEUKEMIA & LYMPHOMA SOCIETY 11 S ANGELL ST PROVIDENCE RI 02906 PC SUPPORT FOR INDIVIDUALS WITH LEUKEMIA AND LYMPHOMA. 250 PAN-MASS CHALLENGE 77 4TH AVE NEEDHAM MA 02494 PC SUPPORT FOR CANCER RESEARCH. 250 ROSE CITY LEARNING CENTER 257 MAIN ST FLOOR 5 NORWICH CT 06360 PC SUPPORT FOR EDUCATIONS AND ADULT LEARNERS. 250 SACRED HEART CHURCH 820 PROVIDENCE ST WEST WARWICK RI 02893 PC SUPPORT FOR THE CHURCH. 500 SEAMEN'S CHURCH INSTITUTE 18 MARKET SQUARE NEWPORT RI 02840 PC SUPPORT FOR THE CHURCH. 1500 SMILE MASS 66 DUDLEY RD SUDBURY MA 01776 PC SUPPORT FOR ADULTS AND CHILDREN WITH DISABILITIES. 1000 THE ST GEORGE'S FUND 372 PURGATORY RD MIDDLETOWN RI 02842 PC SUPPORT FOR EDUCATION, ATHLETICS, AND ART PROGRAMS AT ST GEORGE'S SCHOOL. 1000 WOMEN'S LEADERSHIP COUNCIL SCHOLARSHIP 79 UPPER COLLEGE ROAD KINGSTON RI 02881 PC SUPPORT FOR FEMALE STUDENTS. 500 NEWPORT COMMUNITY CHURCH 100 TOURO ST NEWPORT RI 02840 PC SUPPORT FOR THE CHURCH. 200 STAR KIDS PO BOX 6214 MIDDLETOWN RI 02842 PC SUPPORT FOR EDUCATIONAL OPPORTUNITIES FOR CHILDREN IN NEED. 750 DIOCESE OF PROVIDENCE 485 MT PLEASANT AVE PROVIDENCE RI 02908 PC SUPPORT FOR THE CHURCH. 100 87210 0 14 42892 18 7290 0 50182 0 50182 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 450 0 0 INVESTMENTS 1192495 1537424 RETROACTIVE ADJUSTMENT 1800 INVESTMENT ADVISORY FEES 9460 9460 0 FOREIGN TAXES 1242 1242 0 RI FILING FEES 50 0 0