DON RODMAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DON RODMAN FAMILY FOUNDATION (EIN 04-3444155)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202641319349104809
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T18:15:26-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043444155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DON RODMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS W JACKSON TRUSTEE | InCareOfNm |
| Business Name Control | DONR | BusinessNameControlTxt |
| Phone | 5086984000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 LINCOLN ROAD Suite 205 | AddressLine1Txt |
| City | FOXBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS JACKSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5086984000 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Israel Tannenbaum CPA | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 2127519100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,508,353 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $261,229 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $248,519 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $866,285 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $866,285 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $866,285 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $445,826 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,308,442 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $445,826 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$4,740 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,740 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,568,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,555,901 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,542 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,542 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $10,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,240 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $132,173 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $132,173 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $83,839 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $70,783 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $512 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $133,521 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $133,521 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $112,671 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $112,671 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $156,424 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $156,424 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $631,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $618,354 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $512 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,582,990 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,582,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,214,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $618,354 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,583,502 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$645,789 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $937,547 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,753 | CashBOYAmt |
| Cash EOY | $85,187 | CashEOYAmt |
| Cash EOYFMV | $85,187 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $332,003 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $202,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,944 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $423,746 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $434,374 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,179,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,528,552 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,756,325 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,947,583 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,849,960 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,835,174 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $6,990,586 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $702,202 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $6,421,905 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $6,288,384 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $6,288,384 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,909,737 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,999,105 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,905,965 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,815,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,377,878 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,508,353 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $114,876 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $112,417 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $114,876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $112,417 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,111,078 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,111,078 | CapitalStockEOYAmt |
| Retained Earning BOY | $12,589,467 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,154,383 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,700,545 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,265,461 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,815,421 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,377,878 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,700,545 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$645,789 | ExcessRevenueOverExpensesAmt |
| Other Increases | $210,705 | OtherIncreasesAmt |
| Subtotal | $14,265,461 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,265,461 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,205,515 | $2,862,616 | $342,899 | $342,899 |
| CAPITAL GAIN DIVIDENDS | P | $102,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $445,826 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,032 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,032 | SubtotalAmt |
| Tax Based On Investment Income | $13,032 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,740 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,740 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,292 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS W JACKSON TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5086984000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 LINCOLN ROAD SUITE 205 | AddressLine1Txt |
| City | FOXBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROLYN CHAPLIN | ||||||||
| 10 LINCOLN ROAD suite 205 | FOXBORO | MA | 02035 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| JOSEPH D'ARRIGO | ||||||||
| 21 BARON ROAD | BARRINGTON | RI | 02806 | CHAIRMAN | 1.0 | $0 | $0 | $0 |
| NANCY DEMPZE | ||||||||
| 75 STATE STREET | BOSTON | MA | 02109 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| THOMAS JACKSON | ||||||||
| 6 DIANE DRIVE | MEDWAY | MA | 02053 | TREASURER | 1.0 | $0 | $0 | $0 |
| MELISSA M MACDONNELL | ||||||||
| 175 BERKELEY STREET | BOSTON | MA | 02109 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| BRUCE RODMAN | ||||||||
| 41 FOODMART ROAD | BOSTON | MA | 02118 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| MARY SCANNELL | ||||||||
| 1135 DORCHESTER AVE | BOSTON | MA | 02125 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| CHRIS SMALL | ||||||||
| 14 LODGEHILL ROAD | HYDE PARK | MA | 02136 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| KELLY VERROCHI | ||||||||
| 10 LINCOLN ROAD SUITE 205 | fOXBORO | MA | 02035 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY INVESTMENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28019 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEES | ServiceTypeTxt |
| Compensation | $80,895 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,201,794 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,354 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,288,384 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,550,532 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,550,532 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $248,258 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,302,274 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $815,114 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $815,114 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,032 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,032 | TotalTaxAmt |
| Distributable Before Adj | $802,082 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $802,082 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $802,082 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,583,502 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,583,502 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $802,082 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $241,939 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $820,101 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $772,525 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $484,020 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $525,634 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,844,219 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,583,502 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $802,082 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $781,420 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,625,639 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $241,939 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,383,700 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $820,101 | ExcessFromYear4Amt |
| Excess From Year3 | $772,525 | ExcessFromYear3Amt |
| Excess From Year2 | $484,020 | ExcessFromYear2Amt |
| Excess From Year1 | $525,634 | ExcessFromYear1Amt |
| Excess From Current Year | $781,420 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Rodman for Kids | |||||||
| 10 Lincoln Road Suite 205 | Foxboro | MA | 02035 | NONE | PC | PROGRAMS FOR AT-RISK CHILDREN | $1,228,490 |
| Dorchester Discretionary Fund | |||||||
| 1135 Dorchester Avenue | Dorchester | MA | 02125 | NONE | PC | PROGRAMS FOR AT-RISK CHILDREN | $40,000 |
| Ron Burton Training Center | |||||||
| PO Box 2 | Hubbardston | MA | 01452 | NONE | PC | programs for at-risk children | $100,000 |
| Canton Choral Society | |||||||
| 900 Washington Street | Canton | MA | 02021 | NONE | PC | PROGRAMS FOR AT-RISK CHILDREN | $2,000 |
| Boston Health Care for the Homeless | |||||||
| 780 Albany Street | Boston | MA | 02118 | NONE | PC | PROGRAMS FOR AT-RISK CHILDREN | $10,000 |
| BOYS & GIRLS CLUB OF DORCHESTER | |||||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | NONE | PC | PROGRAMS FOR AT | $200,000 |
| MAB FOOD PANTRY | |||||||
| 3 ROCKHILL ST | FOXBORO | MA | 02035 | NONE | PC | PROGRAMS FOR | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,582,990 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $261,229 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $866,285 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $445,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INVESTMENTS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$4,740 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,568,611 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,568,611 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| LAND | 2020-08-01 | $1,937,507 | L | |||||
| BUILDING | 2020-08-01 | $4,742,493 | SL | $537,076 | 39 | $121,602 | $121,602 | $121,602 |
| BUILDING - CONSTRU | 2020-08-01 | $39,394 | SL | $4,461 | 39 | $1,010 | $1,010 | $1,010 |
| BUILDING - CONSTRU | 2020-12-01 | $28,250 | SL | $2,956 | 39 | $724 | $724 | $724 |
| BUILDING - CONSTRU | 2021-01-01 | $142,708 | SL | $14,636 | 39 | $3,659 | $3,659 | $3,659 |
| BUILDING - CONSTRU | 2021-08-01 | $35,705 | SL | $3,129 | 39 | $916 | $916 | $916 |
| FURNITURE | 2023-08-01 | $16,867 | SL | $3,414 | 7 | $2,410 | $2,410 | $2,410 |
| FURNITURE | 2023-11-01 | $16,867 | SL | $2,812 | 7 | $2,410 | $2,410 | $2,410 |
| BUILDING-CONSTRU | 2024-10-01 | $30,795 | SL | $197 | 39 | $790 | $790 | $790 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY #4945 | $1,683,366 | $1,666,558 |
| FIDELITY #0360 | $124,932 | $126,816 |
| FIDELITY #0361 | $41,662 | $41,800 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY #4907 & #4908 | $857,797 | $1,179,234 |
| FIDELITY #4945 | $1,666,610 | $2,037,825 |
| FIDELITY #0361 | $484,943 | $740,641 |
| FIDELITY #0432 | $129,776 | $262,474 |
| FIDELITY #6558 | $389,426 | $536,151 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $423,746 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $434,374 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BGV IV LP | AT COST | $161,533 | $275,649 |
| LPL FINANCIAL #9364 | AT COST | $854,982 | $975,571 |
| FIDELITY #4945 | AT COST | $930,388 | $1,608,011 |
| FIDELITY # 6558 | AT COST | $7,353 | $6,849 |
| FIDELITY # 0361 | $44,849 | $39,885 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $36 | $36 | $0 |
| OTHER INSURANCE | $42,476 | $42,476 | $0 |
| MAINTENANCE | $37,494 | $37,494 | $0 |
| REPAIRS | $39,556 | $39,556 | $0 |
| LANDSCAPING | $35,730 | $35,730 | $0 |
| OTHER EXPENSES | $1,132 | $1,132 | $0 |
| Rent and Royalty Expense | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | partnership income | Desc |
| Revenue And Expenses Per Books | -$4,740 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$4,740 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX COST BASIS ADJUSTMENT | Desc |
| Amt | $210,705 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEE | CategoryTxt |
| Amt | $132,173 | Amt |
| Net Investment Income | $132,173 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $12,544 | $0 | $0 |
| CHARITABLE REGISTRATION | $512 | $0 | $512 |
| FOREIGN TAXES | $2,601 | $2,601 | $0 |
| REAL ESTATE TAXES | $68,182 | $68,182 | $0 |
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