DON RODMAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DON RODMAN FAMILY FOUNDATION (EIN 04-3444155)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-30
- IRS object ID
- 202300899349100305
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other 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 | 2023-03-30T09:34:09-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222027092 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUM SMITH BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BRAINTREE HILL OFC PK SUITE 102 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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) |
|---|---|---|
| Business Name Control | DONR | BusinessNameControlTxt |
| Phone | 5086984000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 LINCOLN ROAD 205 | AddressLine1Txt |
| City | FOXBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS W JACKSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5086984000 | PhoneNum |
| Signature | 2023-03-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | 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 | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER M SALAMONE | PreparerPersonNm |
| PTIN | P00541394 | PTIN |
| Phone | 6174711120 | PhoneNum |
| Preparation | 2023-03-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,712,312 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $256,824 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $256,824 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $256,824 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $888,584 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $888,584 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $888,584 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $349,370 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $16,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,285,577 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,803 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,162,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,162,225 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,145,422 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,250 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $147,683 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $147,683 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $48,962 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $98,178 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $81,566 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $79,431 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $127,911 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $127,911 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $127,911 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $101,277 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $101,277 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $101,277 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $190,851 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $182,168 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $190,851 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $670,150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $644,855 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $552,682 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,311,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,311,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,981,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $644,855 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $552,682 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,311,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$819,725 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $517,370 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $592,740 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $215,807 | CashBOYAmt |
| Cash EOY | $126,744 | CashEOYAmt |
| Cash EOYFMV | $126,744 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $598,042 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $430,150 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $430,150 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $150,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,885,916 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,742,865 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,748,425 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,841,743 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,089,456 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,567,247 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $6,926,057 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $306,436 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $6,747,532 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $6,619,621 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $6,619,621 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $3,213,608 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,634,307 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,220,125 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,652,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,643,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,712,312 | 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 |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,422,362 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,412,857 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,533,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,523,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,652,648 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,643,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,533,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$819,725 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,713,715 | SubtotalAmt |
| Other Decreases | $2,189,780 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,523,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY - DETAILS AVAILABLE UPON REQUEST | P | 2022-01-01 | 2022-12-31 | $713,281 | $746,469 | -$33,188 | -$33,188 |
| FIDELITY - DETAILS AVAILABLE UPON REQUEST | P | 2022-01-01 | 2022-12-31 | $793,111 | $806,561 | -$13,450 | -$13,450 |
| LPL FINANCIAL - DETAILS AVAILABLE UPON REQUEST | P | 2022-01-01 | 2022-12-31 | $513,530 | $532,911 | -$19,381 | -$19,381 |
| LPL FINANCIAL - DETAILS AVAILABLE UPON REQUEST | P | 2022-01-01 | 2022-12-31 | $1,189,897 | $1,182,833 | $7,064 | $7,064 |
| CAPITAL GAINS DIVIDENDS | P | $75,758 | $75,758 | $75,758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,803 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$52,569 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,191 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,191 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,191 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,806 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,806 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,385 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS W JACKSON TRUSTEE | IndividualWithBooksNm |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | 1.00 | $0 | $0 | $0 |
| JOSEPH D'ARRIGO | ||||||||
| 21 BARON ROAD | BARRINGTON | RI | 02806 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| NANCY DEMPZE | ||||||||
| 75 STATE STREET | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS JACKSON | ||||||||
| 6 DIANE DRIVE | MEDWAY | MA | 02053 | TREASURER | 1.00 | $0 | $0 | $0 |
| MELISSA M MACDONNELL | ||||||||
| 175 BERKELEY STREET | BOSTON | MA | 02109 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| BRUCE RODMAN | ||||||||
| 41 FOODMART ROAD | BOSTON | MA | 02118 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY SCANNELL | ||||||||
| 1135 DORCHESTER AVE | BOSTON | MA | 02125 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRIS SMALL | ||||||||
| 14 LODGEHILL ROAD | HYDE PARK | MA | 02136 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KELLY VERROCHI | ||||||||
| 10 LINCOLN ROAD SUITE 205 | FOXBORO | MA | 02035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION'S ONLY ACTIVITY IS TO MAKE CHARTIABLE CONTRIBUTIONS TO APPROVED ORGANIZATIONS. | Description1Txt |
| Expenses1 | $1,161,800 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,912,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $182,920 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,095,749 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,095,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $166,436 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,929,313 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $546,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $546,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,191 | TotalTaxAmt |
| Distributable Before Adj | $539,275 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $539,275 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $539,275 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,311,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,311,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $539,275 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,156 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $505,700 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $380,037 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $241,939 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $820,101 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,983,933 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,311,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $539,275 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $772,525 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,756,458 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $36,156 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,720,302 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $505,700 | ExcessFromYear4Amt |
| Excess From Year3 | $380,037 | ExcessFromYear3Amt |
| Excess From Year2 | $241,939 | ExcessFromYear2Amt |
| Excess From Year1 | $820,101 | ExcessFromYear1Amt |
| Excess From Current Year | $772,525 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 309 WAVERLY OAKS ROAD | WALTHAM | MA | 02452 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $10,000 |
| BOSTON HEALTH CARE FOR THE HOMELESS | |||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | N/A | PP | PROGRAMS FOR AT-RISK CHILDREN | $10,000 |
| BOYS & GIRLS CLUB OF DORCHESTER | |||||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $15,000 |
| DORCHESTER DISCRETIONARY FUND | |||||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $20,000 |
| RODMAN FOR KIDS INC | |||||||
| 10 LINCOLN ROAD SUITE 205 | FOXBORO | MA | 02035 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $975,000 |
| RON BURTON TRAINING CENTER | |||||||
| PO BOX 2 | HUBBARDSTON | MA | 01452 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $92,500 |
| THE SEAL FOUNDATION | |||||||
| 71 MAIN STEET | LAKEVILLE | MA | 02347 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $10,000 |
| MA YOUTH HOCKEY FOUNDATION | |||||||
| 10 LINCOLN ROAD SUITE 205 | FOXBORO | MA | 02035 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 |
| MARTIN RICHARD FOUNDATION | |||||||
| 1452 DORCHESTER AVENUE 4TH FLOOR | DORCHESTER | MA | 02122 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $7,500 |
| CURRY COLLEGE | |||||||
| 1071 BLUE HILL AVENUE | MILTON | MA | 02186 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $10,000 |
| SHALOH HOUSE CHABOD (STORIES OF GIVING) | |||||||
| 50 ETHYL WAY | STOUGHTON | MA | 02072 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $1,800 |
| ELIZA JULIET NORTON MEMORIAL FOUNDATION | |||||||
| 6 SEARS ROAD | WAYLAND | MA | 01778 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 |
| MARILYN RODMAN PERFORMING ARTS CENTER | |||||||
| 1 SCHOOL STREET | FOXBORO | MA | 02035 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,311,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,824 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $349,370 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $16,803 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $623,011 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $623,011 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $4,250 | Amt |
| Net Investment Income | $4,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,250 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| LAND | 2020-08-01 | $1,937,507 | L | $0 | $0 | $0 | ||
| BUILDING | 2020-08-01 | $4,742,493 | SL | $121,602 | $121,602 | $121,602 | $172,270 | 39.000000000000 |
| BUILDING - CONSTRUCTION | 2020-08-01 | $39,394 | SL | $1,010 | $1,010 | $1,010 | $1,431 | 39.000000000000 |
| BUILDING - CONSTRUCTION | 2020-12-01 | $28,250 | SL | $724 | $724 | $724 | $784 | 39.000000000000 |
| BUILDING - CONSTRUCTION | 2021-01-01 | $142,708 | SL | $3,659 | $3,659 | $3,659 | $3,659 | 39.000000000000 |
| BUILDING - CONSTRUCTION | 2021-08-01 | $35,705 | SL | $916 | $916 | $916 | $381 | 39.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY #4945 | $0 | $552,764 |
| FIDELITY #0360 | $1,032,316 | $965,423 |
| FIDELITY #0361 | $39,345 | $33,228 |
| FIDELITY #6558 | $17,795 | $15,832 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY #4907 | $495,018 | $410,306 |
| FIDELITY #4908 | $249,522 | $244,915 |
| FIDELITY #4945 | $800,741 | $747,054 |
| FIDELITY #0361 | $597,846 | $647,606 |
| FIDELITY #0432 | $182,595 | $271,283 |
| FIDELITY #6558 | $417,143 | $427,261 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $1,937,507 | $0 | $1,937,507 | $1,937,507 |
| BUILDING | $4,742,493 | $293,872 | $4,448,621 | $4,448,621 |
| BUILDING - CONSTRUCTION | $39,394 | $2,441 | $36,953 | $36,953 |
| BUILDING - CONSTRUCTION | $28,250 | $1,508 | $26,742 | $26,742 |
| BUILDING - CONSTRUCTION | $142,708 | $7,318 | $135,390 | $135,390 |
| BUILDING - CONSTRUCTION | $35,705 | $1,297 | $34,408 | $34,408 |
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 | $25,000 |
| LPL FINANCIAL #9364 | AT COST | $1,901,885 | $1,790,414 |
| FIDELITY #4945 | AT COST | $3,707,422 | $3,404,711 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENTS | Desc |
| Amt | $2,189,780 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $50 | $0 | $50 | $0 |
| OTHER INSURANCE | $8,633 | $0 | $8,633 | $0 |
| MAINTENANCE | $53,969 | $53,969 | $53,969 | $0 |
| REPAIRS | $43,588 | $43,588 | $43,588 | $0 |
| OTHER EXPENSES | $230 | $230 | $230 | $0 |
| LANDSCAPING/SNOW REMOVAL | $58,202 | $58,202 | $58,202 | $0 |
| INSURANCE | $26,179 | $26,179 | $26,179 | $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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $98,721 | $98,721 | $0 | $0 |
| LEGAL/PROFESSIONAL | $48,962 | $48,962 | $48,962 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $16,077 | $0 | $0 | $0 |
| MA TAXES | $535 | $0 | $535 | $0 |
| FOREIGN TAXES | $2,670 | $2,670 | $0 | $0 |
| REAL ESTATE TAXES | $78,896 | $78,896 | $78,896 | $0 |
Comments