DON RODMAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DON RODMAN FAMILY FOUNDATION (EIN 04-3444155)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202431369349105318
- Schema version
- 2023v5.0
- 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 Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T16:49:57-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 155 SEAPORT BOULEVARD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | 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 | THED | 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 | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | JACKSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN J CARNES | PreparerPersonNm |
| PTIN | P00302660 | PTIN |
| Phone | 6172273333 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,943,453 | 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 | $739 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $739 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $739 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $241,387 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $241,387 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $241,387 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $914,242 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $914,242 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $914,242 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $210,767 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$230,773 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,815,750 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $925,595 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,156,368 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,156,368 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,900 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $88,526 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $88,526 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,463 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,754 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $500 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $129,317 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $129,317 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $129,317 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $582,247 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $574,159 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $582,247 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $814,453 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $801,656 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $717,964 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $969,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $969,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,783,953 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $801,656 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $717,964 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $969,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$858,358 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $354,712 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $438,404 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $126,744 | CashBOYAmt |
| Cash EOY | $26,159 | CashEOYAmt |
| Cash EOYFMV | $26,159 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $430,150 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $107,371 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $107,371 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,742,865 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,354,714 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,889,373 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,089,456 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,056,383 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,999,653 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $6,959,791 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $435,753 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $6,619,621 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $6,524,038 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $6,524,038 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $5,634,307 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,169,945 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,396,859 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,643,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,238,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,943,453 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $119,208 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $119,208 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $119,208 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $119,208 | 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 | $14,412,857 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,008,324 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,523,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,119,402 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,643,143 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,238,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,523,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$858,358 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,665,577 | SubtotalAmt |
| Other Decreases | $546,175 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,119,402 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY - 4907 - DETAILS AVAILABLE UPON REQUEST | P | 2023-01-01 | 2023-12-31 | $200,397 | $212,075 | -$11,678 | -$11,678 |
| FIDELITY - 4907 - DETAILS AVAILABLE UPON REQUEST | P | 2022-01-01 | 2023-12-31 | $112,132 | $142,244 | -$30,112 | -$30,112 |
| FIDELITY - 4908 - DETAILS AVAILABLE UPON REQUEST | P | 2023-01-01 | 2023-12-31 | $4,760 | $6,331 | -$1,571 | -$1,571 |
| FIDELITY - 4908 - DETAILS AVAILABLE UPON REQUEST | P | 2022-01-01 | 2023-12-31 | $38,388 | $37,775 | $613 | $613 |
| LPL FINANCIAL - 6348 - DETAILS AVAILABLE UPON REQUEST | P | 2023-01-01 | 2023-12-31 | $186,836 | $206,888 | -$20,052 | -$20,052 |
| LPL FINANCIAL - 6348 - DETAILS AVAILABLE UPON REQUEST | P | 2022-01-01 | 2023-12-31 | $739,116 | $836,390 | -$97,274 | -$97,274 |
| FIDELITY - 4945 - DETAILS AVAILABLE UPON REQUEST | P | 2023-01-01 | 2023-12-31 | $551,727 | $563,453 | -$11,726 | -$11,726 |
| FIDELITY - 4945 - DETAILS AVAILABLE UPON REQUEST | P | 2022-01-01 | 2023-12-31 | $712,818 | $792,109 | -$79,291 | -$79,291 |
| FIDELITY - 0360 - DETAILS AVAILABLE UPON REQUEST | P | 2023-01-01 | 2023-12-31 | $77,525 | $76,895 | $630 | $630 |
| FIDELITY - 0360 - DETAILS AVAILABLE UPON REQUEST | P | 2022-01-01 | 2023-12-31 | $50,000 | $50,000 | ||
| FIDELITY - 0361 - DETAILS AVAILABLE UPON REQUEST | P | 2023-01-01 | 2023-12-31 | $51,209 | $55,445 | -$4,236 | -$4,236 |
| FIDELITY - 0432 - DETAILS AVAILABLE UPON REQUEST | P | 2023-01-01 | 2023-12-31 | $11,637 | $9,994 | $1,643 | $1,643 |
| FIDELITY - 0432 - DETAILS AVAILABLE UPON REQUEST | 2022-01-01 | 2023-12-31 | $41,266 | $40,360 | $906 | $906 | |
| FIDELITY - 6558 - DETAILS AVAILABLE UPON REQUEST | P | 2023-01-01 | 2023-12-31 | $2,203 | $1,744 | $459 | $459 |
| FIDELITY - 6558 - DETAILS AVAILABLE UPON REQUEST | P | 2022-01-01 | 2023-12-31 | $31,119 | $14,820 | $16,299 | $16,299 |
| CAPITAL GAIN DIVIDENDS | P | $4,617 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,617 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,617 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,617 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,617 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,617 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,617 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,617 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,617 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,617 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,617 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,617 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,617 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,617 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,617 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$230,773 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,930 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,930 | SubtotalAmt |
| Tax Based On Investment Income | $4,930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $7,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,270 | OverpaymentAmt |
| Applied To ES Tax | $2,270 | AppliedToESTaxAmt |
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 |
| 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 | $75,153 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | . | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,877,386 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,186 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,957,572 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,957,572 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,808,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $490,410 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $490,410 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,930 | TotalTaxAmt |
| Distributable Before Adj | $485,480 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $485,480 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $485,480 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $969,500 | 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 | $969,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $485,480 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $505,700 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $380,037 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $241,939 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $820,101 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $772,525 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,720,302 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $969,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $485,480 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $484,020 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,204,322 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $505,700 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,698,622 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $380,037 | ExcessFromYear4Amt |
| Excess From Year3 | $241,939 | ExcessFromYear3Amt |
| Excess From Year2 | $820,101 | ExcessFromYear2Amt |
| Excess From Year1 | $772,525 | ExcessFromYear1Amt |
| Excess From Current Year | $484,020 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Rodman for Kids | |||||||
| 10 Lincoln Road Suite 205 | Foxboro | MA | 02035 | NONE | PC | PROGRAMS FOR AT-RISK CHILDREN | $850,000 |
| Dorchester Discretionary Fund | |||||||
| 1135 Dorchester Avenue | Dorchester | MA | 02125 | NONE | PC | PROGRAMS FOR AT-RISK CHILDREN | $20,000 |
| Ron Burton Training Center | |||||||
| PO Box 2 | Hubbardston | MA | 01452 | NONE | PC | programs for at-risk children | $80,000 |
| Catholic Memorial HS | |||||||
| 235 Baker Street | Boston | MA | 02132 | NONE | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 |
| Canton Choral Society | |||||||
| 900 Washington Street | Canton | MA | 02021 | NONE | PC | PROGRAMS FOR AT-RISK CHILDREN | $1,000 |
| Boston Health Care for the Homeless | |||||||
| 780 Albany Street | Boston | MA | 02118 | NONE | PC | PROGRAMS FOR AT-RISK CHILDREN | $10,000 |
| Shaloh House Chabod (Stories of Giving) | |||||||
| 50 Ethyl Way | Stoughton | MA | 02072 | NONE | PC | PROGRAMS FOR AT-RISK CHILDREN | $1,000 |
| St Patrick's Day Lunch (MAB Food Pantry) | |||||||
| 70 South Bay Avenue | Boston | MA | 02118 | NONE | PC | PROGRAMS FOR AT-RISK CHILDREN | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $969,500 | 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 | $739 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $241,387 | 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 | $210,767 | 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 | 19 | ExclusionCd |
| Exclusion | -$230,773 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $222,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $222,120 | 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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODMAN FOR KIDS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)3 | OrganizationTypeDesc |
| Relationship Description | AFFILIATE | RelationshipDescriptionTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 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 | $293,872 | 39 | $121,602 | $121,602 | $121,602 |
| building - constru | 2020-08-01 | $39,394 | SL | $2,441 | 39 | $1,010 | $1,010 | $1,010 |
| building - constru | 2020-12-01 | $28,250 | SL | $1,508 | 39 | $724 | $724 | $724 |
| building - constru | 2021-01-01 | $142,708 | SL | $7,318 | 39 | $3,659 | $3,659 | $3,659 |
| building - constru | 2021-08-01 | $35,705 | SL | $1,297 | 39 | $916 | $916 | $916 |
| FURNITURE | 2023-08-01 | $16,867 | SL | 7 | $1,004 | $1,004 | $1,004 | |
| FURNITURE | 2023-11-01 | $16,867 | SL | 7 | $402 | $402 | $402 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fidelity #4945 | $0 | $993,515 |
| Fidelity #0360 | $997,870 | $952,320 |
| Fidelity #0361 | $38,563 | $36,399 |
| Fidelity #6558 | $19,950 | $17,419 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY #4907 & #4908 | $655,221 | $915,713 |
| Fidelity #4945 | $490,182 | $463,863 |
| Fidelity #0361 | $590,379 | $644,785 |
| Fidelity #0432 | $207,544 | $362,522 |
| Fidelity #6558 | $411,388 | $502,490 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE EQUITY BBQ RESTAURANT | AT COST | $25,000 | $2,761 |
| LPL FINANCIAL #9364 | AT COST | $1,620,600 | $1,779,096 |
| Fidelity #4945 | AT COST | $3,524,345 | $3,615,002 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFERS AND ADJUSTMENTS | Desc |
| Amt | $546,175 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $37 | $37 | ||
| OTHER INSURANCE | $8,051 | $8,051 | ||
| Rent and Royalty Expense | $574,159 | $574,159 | $574,159 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | security deposits | Desc |
| BOY Book Value | $119,208 | BOYBookValueAmt |
| EOY Book Value | $119,208 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | investment fees | CategoryTxt |
| Amt | $88,526 | Amt |
| Net Investment Income | $88,526 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL TAXES | $4,209 | $0 | $0 |
| ma TAXES | $500 | $0 | $500 |
| FOREIGN TAXES | $3,754 | $3,754 | $0 |
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