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  5. Ocean State Research Institute, Inc.

Ocean State Research Institute, Inc.

Company Details

Name: Ocean State Research Institute, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Non-Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 01 Aug 1988 (37 years ago)
Identification Number: 000047887
ZIP code: 02908
County: Providence County
Principal Address: 830 CHALKSTONE AVENUE, PROVIDENCE, RI, 02908, USA
Purpose: TO FACILITATE MEDICAL RESEARCH & RELATED EDUCATION IN CONJUCTION W/PROVIDENCE VETERANS ADMINISTRATION MEDICAL CENTER

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OCEAN STATE RESEARCH INSTITUTE 401K PROFIT SHARING PLAN AND TRU 2023 050440574 2024-07-05 OCEAN STATE RESEARCH INSTITUTE 70
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541700
Sponsor’s telephone number 4014573066
Plan sponsor’s address 830 CHALKSTONE AVE, BLDG 35, PROVIDENCE, RI, 02908

Signature of
Role Plan administrator
Date 2024-07-05
Name of individual signing MARY FORD
Valid signature Filed with authorized/valid electronic signature
OCEAN STATE RESEARCH INSTITUTE 401K PROFIT SHARING PLAN AND TRU 2022 050440574 2023-06-12 OCEAN STATE RESEARCH INSTITUTE 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541700
Sponsor’s telephone number 4014573066
Plan sponsor’s address 830 CHALKSTONE AVE, BLDG 35, PROVIDENCE, RI, 02908

Signature of
Role Plan administrator
Date 2023-06-12
Name of individual signing MARY FORD
Valid signature Filed with authorized/valid electronic signature
OCEAN STATE RESEARCH INSTITUTE 401K PROFIT SHARING PLAN AND TRU 2021 050440574 2022-07-25 OCEAN STATE RESEARCH INSTITUTE 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541700
Sponsor’s telephone number 4014573066
Plan sponsor’s address 830 CHALKSTONE AVE, BLDG 35, PROVIDENCE, RI, 02908

Signature of
Role Plan administrator
Date 2022-07-25
Name of individual signing MARY FORD
Valid signature Filed with authorized/valid electronic signature
OCEAN STATE RESEARCH INSTITUTE 401K PROFIT SHARING PLAN AND TRU 2020 050440574 2021-10-07 OCEAN STATE RESEARCH INSTITUTE 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541700
Sponsor’s telephone number 4014573066
Plan sponsor’s address 830 CHALKSTONE AVE, BLDG 35, PROVIDENCE, RI, 02908

Signature of
Role Plan administrator
Date 2021-10-07
Name of individual signing MARY FORD
Valid signature Filed with authorized/valid electronic signature
OCEAN STATE RESEARCH INSTITUTE 401K PROFIT SHARING PLAN AND TRU 2019 050440574 2020-06-24 OCEAN STATE RESEARCH INSTITUTE 22
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541700
Sponsor’s telephone number 4012737100
Plan sponsor’s address 830 CHALKSTONE AVE, BLDG 35, PROVIDENCE, RI, 02908

Signature of
Role Plan administrator
Date 2020-06-24
Name of individual signing MFORD0127
Valid signature Filed with authorized/valid electronic signature
OCEAN STATE RESEARCH INSTITUTE 401K PROFIT SHARING PLAN AND TRU 2019 050440574 2020-06-30 OCEAN STATE RESEARCH INSTITUTE 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541700
Sponsor’s telephone number 4012737100
Plan sponsor’s address 830 CHALKSTONE AVE, BLDG 35, PROVIDENCE, RI, 02908

Signature of
Role Plan administrator
Date 2020-06-30
Name of individual signing MARY FORD
Valid signature Filed with authorized/valid electronic signature
OCEAN STATE RESEARCH INSTITUTE 401K PROFIT SHARING PLAN AND TRU 2018 050440574 2019-06-26 OCEAN STATE RESEARCH INSTITUTE 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541700
Sponsor’s telephone number 4014573066
Plan sponsor’s address 830 CHALKSTONE AVE, BLDG 35, PROVIDENCE, RI, 02908

Signature of
Role Plan administrator
Date 2019-06-26
Name of individual signing MARY FORD
Valid signature Filed with authorized/valid electronic signature
OCEAN STATE RESEARCH INSTITUTE 401K PROFIT SHARING PLAN AND TRU 2017 050440574 2018-05-21 OCEAN STATE RESEARCH INSTITUTE 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541700
Sponsor’s telephone number 4014573066
Plan sponsor’s address 830 CHALKSTONE AVE, BLDG 35, PROVIDENCE, RI, 02908

Signature of
Role Plan administrator
Date 2018-05-21
Name of individual signing MARY FORD
Valid signature Filed with authorized/valid electronic signature
OCEAN STATE RESEARCH INSTITUTE 401K PROFIT SHARING PLAN AND TRU 2016 050440574 2017-05-19 OCEAN STATE RESEARCH INSTITUTE 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541700
Sponsor’s telephone number 4014573066
Plan sponsor’s address 830 CHALKSTONE AVE, BLDG 35, PROVIDENCE, RI, 02908

Signature of
Role Plan administrator
Date 2017-05-19
Name of individual signing DAWN CRUSO
Valid signature Filed with authorized/valid electronic signature
OCEAN STATE RESEARCH INSTITUTE 401K PROFIT SHARING PLAN AND TRU 2015 050440574 2016-10-14 OCEAN STATE RESEARCH INSTITUTE 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541700
Sponsor’s telephone number 4014573066
Plan sponsor’s address 830 CHALKSTONE AVE, BLDG 35, PROVIDENCE, RI, 02908

Signature of
Role Plan administrator
Date 2016-10-14
Name of individual signing DAWN CRUSO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/07/21/20150721090151P030125732161001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 4014573066
Plan sponsor’s address 830 CHALKSTONE AVE, PROVIDENCE, RI, 029084734

Signature of
Role Plan administrator
Date 2015-07-21
Name of individual signing DAWNMARIE CRUSO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/07/21/20150721095722P030125809889001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 4014573066
Plan sponsor’s address 830 CHALKSTONE AVE, PROVIDENCE, RI, 029084734

Signature of
Role Plan administrator
Date 2015-07-21
Name of individual signing DAWN MOLLO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/06/23/20140623134022P040459535681001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 4014573066
Plan sponsor’s address 830 CHALKSTONE AVE, PROVIDENCE, RI, 029084734

Signature of
Role Plan administrator
Date 2014-06-23
Name of individual signing DAWN CRUSO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/05/22/20130522075618P030028258279001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 4014573066
Plan sponsor’s address 830 CHALKSTONE AVE, PROVIDENCE, RI, 029084734

Signature of
Role Plan administrator
Date 2013-05-22
Name of individual signing OCEAN STATE RESEARCH INSTITUTE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/05/10/20120510065821P030011136754001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 4014573066
Plan sponsor’s address 830 CHALKSTONE AVE, PROVIDENCE, RI, 029084734

Plan administrator’s name and address
Administrator’s EIN 050440574
Plan administrator’s name OCEAN STATE RESEARCH INSTITUTE
Plan administrator’s address 830 CHALKSTONE AVE, PROVIDENCE, RI, 029084734
Administrator’s telephone number 4014573066

Signature of
Role Plan administrator
Date 2012-05-10
Name of individual signing OCEAN STATE RESEARCH INSTITUTE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/05/06/20110506075600P040009469094001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 4014573066
Plan sponsor’s address 830 CHALKSTONE AVE, PROVIDENCE, RI, 029080000

Plan administrator’s name and address
Administrator’s EIN 050440574
Plan administrator’s name OCEAN STATE RESEARCH INSTITUTE
Plan administrator’s address 830 CHALKSTONE AVE, PROVIDENCE, RI, 029080000
Administrator’s telephone number 4014573066

Signature of
Role Plan administrator
Date 2011-05-06
Name of individual signing OCEAN STATE RESEARCH INSTITUTE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/06/16/20100616072822P040077876616001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 4014573066
Plan sponsor’s address 830 CHALKSTONE AVE, PROVIDENCE, RI, 029080000

Plan administrator’s name and address
Administrator’s EIN 050440574
Plan administrator’s name OCEAN STATE RESEARCH INSTITUTE
Plan administrator’s address 830 CHALKSTONE AVE, PROVIDENCE, RI, 029080000
Administrator’s telephone number 4014573066

Signature of
Role Plan administrator
Date 2010-06-16
Name of individual signing OCEAN STATE RESEARCH INSTITUTE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
ROBERT M. SWIFT, PHD, MD Agent VA MEDICAL CENTER/RESEARCH INST. 830 CHALKSTONE AVENUE, PROVIDENCE, RI, 02908, USA

PRESIDENT

Name Role Address
SATISH SHARMA MD PRESIDENT 830 CHALKSTONE AVE PROVIDENCE, RI 02908 USA

EXECUTIVE DIRECTOR

Name Role Address
MARY T. FORD EXECUTIVE DIRECTOR 830 CHALKSTONE AVE PROVIDENCE, RI 02908 USA

DIRECTOR

Name Role Address
WEN-CHIH WU M.D. DIRECTOR 830 CHALKSTONE AVE PROVIDENCE, RI 02908 USA
SHARON ROUNDS M.D. DIRECTOR 830 CHALKSTONE AVE PROVIDENCE, RI 02908 USA
KENNETH POYTON DIRECTOR 830 CHALKSTONE AVE PROVIDENCE, RI 02908 USA
DANIEL O'HARA DIRECTOR 830 CHALKSTONE AVE PROVIDENCE, RI 02908 USA
DANIEL STACK DIRECTOR 830 CHALKSTONE AVW PROVIDENCE, RI 02908 USA
LAWRENCE B. CONNELL DIRECTOR 830 CHALKSTONE AVE PROVIDENCE, RI 02908 USA

Filings

Number Name File Date
202444879640 Annual Report 2024-01-29
202335195040 Annual Report 2023-05-03
202217821160 Annual Report 2022-05-25
202197341610 Annual Report 2021-06-01
202038743340 Annual Report 2020-04-27
201994480290 Annual Report 2019-05-28
201862455470 Annual Report 2018-04-19
201747092280 Annual Report 2017-07-06
201696143240 Annual Report 2016-04-22
201561757190 Annual Report 2015-05-15

USAspending Awards. Contracts

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
PO AWARD VA630D15036 2011-09-23 2011-09-30 2011-09-30
Unique Award Key CONT_AWD_VA630D15036_3600_-NONE-_-NONE-
Awarding Agency Department of Veterans Affairs
Link View Page

Description
Title TESTING
NAICS Code 541712: RESEARCH AND DEVELOPMENT IN THE PHYSICAL, ENGINEERING, AND LIFE SCIENCES (EXCEPT BIOTECHNOLOGY)
Product and Service Codes Q301: LABORATORY TESTING SERVICES

Recipient Details
Recipient OCEAN STATE RESEARCH INSTITUTE INC
UEI YZWJABL7PW69
Legacy DUNS 848476271
Recipient Address 830 CHALKSTONE AVE BLDG 35, PROVIDENCE, 029084734, UNITED STATES

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
05-0440574 Corporation Unconditional Exemption 830 CHALKSTONE AVE, PROVIDENCE, RI, 02908-4734 1989-07
In Care of Name % V A MEDICAL CTR
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Hospital or medical research organization 170(b)(1)(A)(iii)
Tax Period 2023-09
Asset 1,000,000 to 4,999,999
Income 5,000,000 to 9,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Sep
Asset Amount 2727296
Income Amount 5983699
Form 990 Revenue Amount 5983699
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data
Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name OCEAN STATE RESEARCH INSTITUTE INC
EIN 05-0440574
Tax Period 202309
Filing Type E
Return Type 990
File View File
Organization Name OCEAN STATE RESEARCH INSTITUTE INC
EIN 05-0440574
Tax Period 202209
Filing Type E
Return Type 990
File View File
Organization Name OCEAN STATE RESEARCH INSTITUTE INC
EIN 05-0440574
Tax Period 202109
Filing Type E
Return Type 990
File View File
Organization Name OCEAN STATE RESEARCH INSTITUTE INC
EIN 05-0440574
Tax Period 202009
Filing Type E
Return Type 990
File View File
Organization Name OCEAN STATE RESEARCH INSTITUTE INC
EIN 05-0440574
Tax Period 201909
Filing Type E
Return Type 990
File View File
Organization Name OCEAN STATE RESEARCH INSTITUTE INC
EIN 05-0440574
Tax Period 201809
Filing Type E
Return Type 990
File View File
Organization Name OCEAN STATE RESEARCH INSTITUTE INC
EIN 05-0440574
Tax Period 201709
Filing Type E
Return Type 990
File View File
Organization Name OCEAN STATE RESEARCH INSTITUTE INC
EIN 05-0440574
Tax Period 201609
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6509237102 2020-04-14 0165 PPP 830 CHALKSTONE AVE Bldg 35, PROVIDENCE, RI, 02908-4734
Loan Status Date 2021-03-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 272926.35
Loan Approval Amount (current) 272926.35
Undisbursed Amount 0
Franchise Name -
Lender Location ID 104771
Servicing Lender Name Navigant CU
Servicing Lender Address 1005 Douglas Pike, SMITHFIELD, RI, 02917-1206
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address PROVIDENCE, PROVIDENCE, RI, 02908-4734
Project Congressional District RI-02
Number of Employees 33
NAICS code 541714
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 104771
Originating Lender Name Navigant CU
Originating Lender Address SMITHFIELD, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 275064.27
Forgiveness Paid Date 2021-01-28

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Date of last update: 07 Apr 2025

Sources: Rhode Island Department of State

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