2023-03-30T09:34:09-05:00 2022-12-31 222027092 WITHUM SMITH BROWN PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990PF 2022-01-01 043444155 THE DON RODMAN FAMILY FOUNDATION DONR 5086984000 10 LINCOLN ROAD 205 FOXBORO MA 02035 THOMAS W JACKSON TREASURER 5086984000 2023-03-29 1 THOMAS JACKSON 999009999 0 JENNIFER M SALAMONE P00541394 6174711120 2023-03-29 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 16712312 X X 14 14 14 256824 256824 256824 888584 888584 888584 349370 16803 3285577 16803 1162225 1162225 1145422 0 0 0 0 4250 4250 4250 0 147683 147683 48962 0 98178 81566 79431 0 127911 127911 127911 101277 101277 101277 0 190851 182168 190851 0 670150 644855 552682 0 1311800 1311800 1981950 644855 552682 1311800 -819725 517370 592740 215807 126744 126744 598042 430150 430150 150000 0 0 6885916 2742865 2748425 1841743 1089456 1567247 6926057 306436 6747532 6619621 6619621 3213608 5634307 5220125 19652648 16643143 16712312 119208 119208 119208 119208 X 2111078 2111078 0 0 17422362 14412857 19533440 16523935 19652648 16643143 19533440 -819725 0 18713715 2189780 16523935 FIDELITY - DETAILS AVAILABLE UPON REQUEST P 2022-01-01 2022-12-31 713281 746469 -33188 -33188 FIDELITY - DETAILS AVAILABLE UPON REQUEST P 2022-01-01 2022-12-31 793111 806561 -13450 -13450 LPL FINANCIAL - DETAILS AVAILABLE UPON REQUEST P 2022-01-01 2022-12-31 513530 532911 -19381 -19381 LPL FINANCIAL - DETAILS AVAILABLE UPON REQUEST P 2022-01-01 2022-12-31 1189897 1182833 7064 7064 CAPITAL GAINS DIVIDENDS P 75758 75758 75758 16803 -52569 7191 0 7191 0 7191 5806 0 0 0 5806 0 1385 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A THOMAS W JACKSON TRUSTEE 5086984000 10 LINCOLN ROAD SUITE 205 FOXBORO MA 02035 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 THE FOUNDATION'S ONLY ACTIVITY IS TO MAKE CHARTIABLE CONTRIBUTIONS TO APPROVED ORGANIZATIONS. 1161800 0 10912829 182920 0 11095749 0 0 11095749 166436 10929313 546466 546466 7191 7191 539275 0 539275 0 539275 1311800 0 1311800 539275 0 0 36156 505700 380037 241939 820101 1983933 1311800 0 0 0 539275 772525 0 0 2756458 0 0 0 0 0 0 36156 2720302 505700 380037 241939 820101 772525 X ALZHEIMER'S ASSOCIATION 309 WAVERLY OAKS ROAD WALTHAM MA 02452 N/A PC PROGRAMS FOR AT-RISK CHILDREN 10000 BOSTON HEALTH CARE FOR THE HOMELESS 780 ALBANY STREET BOSTON MA 02118 N/A PP PROGRAMS FOR AT-RISK CHILDREN 10000 BOYS & GIRLS CLUB OF DORCHESTER 1135 DORCHESTER AVENUE DORCHESTER MA 02125 N/A PC PROGRAMS FOR AT-RISK CHILDREN 15000 DORCHESTER DISCRETIONARY FUND 1135 DORCHESTER AVENUE DORCHESTER MA 02125 N/A PC PROGRAMS FOR AT-RISK CHILDREN 20000 RODMAN FOR KIDS INC 10 LINCOLN ROAD SUITE 205 FOXBORO MA 02035 N/A PC PROGRAMS FOR AT-RISK CHILDREN 975000 RON BURTON TRAINING CENTER PO BOX 2 HUBBARDSTON MA 01452 N/A PC PROGRAMS FOR AT-RISK CHILDREN 92500 THE SEAL FOUNDATION 71 MAIN STEET LAKEVILLE MA 02347 N/A PC PROGRAMS FOR AT-RISK CHILDREN 10000 MA YOUTH HOCKEY FOUNDATION 10 LINCOLN ROAD SUITE 205 FOXBORO MA 02035 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 MARTIN RICHARD FOUNDATION 1452 DORCHESTER AVENUE 4TH FLOOR DORCHESTER MA 02122 N/A PC PROGRAMS FOR AT-RISK CHILDREN 7500 CURRY COLLEGE 1071 BLUE HILL AVENUE MILTON MA 02186 N/A PC PROGRAMS FOR AT-RISK CHILDREN 10000 SHALOH HOUSE CHABOD (STORIES OF GIVING) 50 ETHYL WAY STOUGHTON MA 02072 N/A PC PROGRAMS FOR AT-RISK CHILDREN 1800 ELIZA JULIET NORTON MEMORIAL FOUNDATION 6 SEARS ROAD WAYLAND MA 01778 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 MARILYN RODMAN PERFORMING ARTS CENTER 1 SCHOOL STREET FOXBORO MA 02035 N/A PC PROGRAMS FOR AT-RISK CHILDREN 150000 1311800 0 14 14 14 256824 16 349370 19 16803 0 623011 0 623011 0 0 0 0 0 0 0 0 0 1 RODMAN FOR KIDS INC 501(C)3 AFFILIATE TAX PREP FEES 4250 4250 4250 0 LAND 2020-08-01 1937507 L 0 0 0 BUILDING 2020-08-01 4742493 172270 SL 39.000000000000 121602 121602 121602 BUILDING - CONSTRUCTION 2020-08-01 39394 1431 SL 39.000000000000 1010 1010 1010 BUILDING - CONSTRUCTION 2020-12-01 28250 784 SL 39.000000000000 724 724 724 BUILDING - CONSTRUCTION 2021-01-01 142708 3659 SL 39.000000000000 3659 3659 3659 BUILDING - CONSTRUCTION 2021-08-01 35705 381 SL 39.000000000000 916 916 916 FIDELITY #4945 0 552764 FIDELITY #0360 1032316 965423 FIDELITY #0361 39345 33228 FIDELITY #6558 17795 15832 FIDELITY #4907 495018 410306 FIDELITY #4908 249522 244915 FIDELITY #4945 800741 747054 FIDELITY #0361 597846 647606 FIDELITY #0432 182595 271283 FIDELITY #6558 417143 427261 LAND 1937507 0 1937507 1937507 BUILDING 4742493 293872 4448621 4448621 BUILDING - CONSTRUCTION 39394 2441 36953 36953 BUILDING - CONSTRUCTION 28250 1508 26742 26742 BUILDING - CONSTRUCTION 142708 7318 135390 135390 BUILDING - CONSTRUCTION 35705 1297 34408 34408 PRIVATE EQUITY BBQ RESTAURANT AT COST 25000 25000 LPL FINANCIAL #9364 AT COST 1901885 1790414 FIDELITY #4945 AT COST 3707422 3404711 PRIOR YEAR ADJUSTMENTS 2189780 BANK CHARGES 50 0 50 0 OTHER INSURANCE 8633 0 8633 0 MAINTENANCE 53969 53969 53969 0 REPAIRS 43588 43588 43588 0 OTHER EXPENSES 230 230 230 0 LANDSCAPING/SNOW REMOVAL 58202 58202 58202 0 INSURANCE 26179 26179 26179 0 SECURITY DEPOSITS 119208 119208 INVESTMENT FEES 98721 98721 0 0 LEGAL/PROFESSIONAL 48962 48962 48962 0 FEDERAL TAXES 16077 0 0 0 MA TAXES 535 0 535 0 FOREIGN TAXES 2670 2670 0 0 REAL ESTATE TAXES 78896 78896 78896 0