DON RODMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DON RODMAN FAMILY FOUNDATION (EIN 04-3444155)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202531359349103543
- Schema version
- 2024v5.1
- 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 Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T13:30:45-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $16,773,597 | 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 | $1,575 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,575 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $308,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $267,310 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $934,589 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $934,589 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $442,397 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $77,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,726,217 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,482 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,321,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,305,956 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,793 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,793 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,136 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,136 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $164,239 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $164,239 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $84,923 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $80,994 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $132,928 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $132,928 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $95,283 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $95,283 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $194,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $194,037 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $681,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $677,410 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,357,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,357,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,038,839 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $677,410 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,357,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$716,853 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $628,546 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,159 | CashBOYAmt |
| Cash EOY | $24,753 | CashEOYAmt |
| Cash EOYFMV | $24,753 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $107,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $332,003 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $332,003 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,963,396 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,179,440 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,217,820 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,481,865 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,947,583 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,606,666 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $6,990,586 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $568,681 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $6,524,038 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $6,421,905 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $6,421,905 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,135,781 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,909,737 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,170,450 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,238,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,815,421 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,773,597 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $119,208 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $114,876 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $119,208 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $114,876 | 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 | $13,008,324 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,589,467 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,119,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,700,545 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,238,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,815,421 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,119,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$716,853 | ExcessRevenueOverExpensesAmt |
| Other Increases | $297,996 | OtherIncreasesAmt |
| Subtotal | $14,700,545 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,700,545 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 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 | 2024-01-01 | 2024-12-31 | $10,892 | $13,439 | -$2,547 | -$2,547 |
| FIDELITY - 4907 - DETAILS AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $167,563 | $161,120 | $6,443 | $6,443 |
| FIDELITY - 4908 - DETAILS AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $11,216 | $18,305 | -$7,089 | -$7,089 |
| FIDELITY - 0432 - DETAILS AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $9,636 | $9,659 | -$23 | -$23 |
| FIDELITY - 0432 - DETAILS AVAILABLE UPON REQUEST | P | 2019-03-07 | 2024-08-12 | $76,085 | $59,738 | $16,347 | $16,347 |
| FIDELITY - 4219 - DETAILS AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $84,293 | $80,505 | $3,788 | $3,788 |
| FIDELITY - 4219 - DETAILS AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $200,032 | $198,512 | $1,520 | $1,520 |
| FIDELITY - 0361 - DETAILS AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $22,486 | $23,948 | -$1,462 | -$1,462 |
| FIDELITY - 0361 - DETAILS AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $62,320 | $91,502 | -$29,182 | -$29,182 |
| FIDELITY -4945- DETAILS AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $1,080,870 | $1,123,606 | -$42,736 | -$42,736 |
| FIDELITY -6568- DETAILS AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $55,862 | $53,249 | $2,613 | $2,613 |
| LPL FINANCIAL - 9364 - DETAILS AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $765,745 | $732,947 | $32,798 | $32,798 |
| LPL FINANCIAL - 9364 - DETAILS AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $374,307 | $334,693 | $39,614 | $39,614 |
| FIDELITY -0360- DETAILS AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $76,037 | $75,284 | $753 | $753 |
| FIDELITY -0360- DETAILS AVAILABLE UPON REQUEST | P | 2024-01-01 | 2024-12-31 | $609,851 | $647,228 | -$37,377 | -$37,377 |
| CAPITAL GAIN DIVIDENDS | P | $119,135 | |||||
| CAPITAL GAIN DIVIDENDS | P | $119,135 | |||||
| CAPITAL GAIN DIVIDENDS | P | $119,135 | |||||
| CAPITAL GAIN DIVIDENDS | P | $119,135 | |||||
| CAPITAL GAIN DIVIDENDS | P | $119,135 | |||||
| CAPITAL GAIN DIVIDENDS | P | $119,135 | |||||
| CAPITAL GAIN DIVIDENDS | P | $119,135 | |||||
| CAPITAL GAIN DIVIDENDS | P | $119,135 | |||||
| CAPITAL GAIN DIVIDENDS | P | $119,135 | |||||
| CAPITAL GAIN DIVIDENDS | P | $119,135 | |||||
| CAPITAL GAIN DIVIDENDS | P | $119,135 | |||||
| CAPITAL GAIN DIVIDENDS | P | $119,135 | |||||
| CAPITAL GAIN DIVIDENDS | P | $119,135 | |||||
| CAPITAL GAIN DIVIDENDS | P | $119,135 | |||||
| CAPITAL GAIN DIVIDENDS | P | $119,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,482 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,737 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,737 | SubtotalAmt |
| Tax Based On Investment Income | $8,737 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,932 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,932 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,805 | TaxDueAmt |
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 | $81,554 | 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 | $10,539,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,652 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,421,217 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,068,088 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,068,088 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $256,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,812,067 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $840,603 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $840,603 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,737 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,737 | TotalTaxAmt |
| Distributable Before Adj | $831,866 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $831,866 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $831,866 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,357,500 | 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 | $1,357,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $831,866 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $380,037 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $241,939 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $820,101 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $772,525 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $484,020 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,698,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,357,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $831,866 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $525,634 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,224,256 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $380,037 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,844,219 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $241,939 | ExcessFromYear4Amt |
| Excess From Year3 | $820,101 | ExcessFromYear3Amt |
| Excess From Year2 | $772,525 | ExcessFromYear2Amt |
| Excess From Year1 | $484,020 | ExcessFromYear1Amt |
| Excess From Current Year | $525,634 | 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 | $1,206,000 |
| Dorchester Discretionary Fund | |||||||
| 1135 Dorchester Avenue | Dorchester | MA | 02125 | NONE | PC | PROGRAMS FOR AT-RISK CHILDREN | $25,000 |
| Ron Burton Training Center | |||||||
| PO Box 2 | Hubbardston | MA | 01452 | NONE | PC | programs for at-risk children | $80,000 |
| 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 | PROGRAMS FOR AT | $12,000 | |
| MAB FOOD PANTRY | |||||||
| 3 ROCKHILL ST | FOXBORO | MA | 02035 | NONE | PROGRAMS FOR | $2,500 | |
| MGR PERFORMING ARTS CENTER | |||||||
| 1 SCHOOL STREET | FOXBOROUGH | MA | 02035 | NONE | PROGRAMS FOR | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,357,500 | 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 | $1,575 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $308,224 | 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 | $442,397 | 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 | $77,598 | 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 | $829,794 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $829,794 | 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 (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 | $415,474 | 39 | $121,602 | $121,602 | $121,602 |
| BUILDING - CONSTRU | 2020-08-01 | $39,394 | SL | $3,451 | 39 | $1,010 | $1,010 | $1,010 |
| BUILDING - CONSTRU | 2020-12-01 | $28,250 | SL | $2,232 | 39 | $724 | $724 | $724 |
| BUILDING - CONSTRU | 2021-01-01 | $142,708 | SL | $10,977 | 39 | $3,659 | $3,659 | $3,659 |
| BUILDING - CONSTRU | 2021-08-01 | $35,705 | SL | $2,213 | 39 | $916 | $916 | $916 |
| FURNITURE | 2023-08-01 | $16,867 | SL | $1,004 | 7 | $2,410 | $2,410 | $2,410 |
| FURNITURE | 2023-11-01 | $16,867 | SL | $402 | 7 | $2,410 | $2,410 | $2,410 |
| BUILDING-CONSTRU | 2024-10-01 | $30,795 | SL | 39 | $197 | $197 | $197 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY #4945 | $1,352,903 | $1,318,765 |
| FIDELITY #0360 | $577,564 | $1,271,473 |
| FIDELITY #0361 | $17,116 | $16,428 |
| FIDELITY #6558 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY #4907 & #4908 | $667,583 | $1,028,687 |
| FIDELITY #4945 | $2,319,078 | $2,561,437 |
| FIDELITY #0361 | $544,436 | $679,504 |
| FIDELITY #0432 | $217,887 | $401,231 |
| FIDELITY #6558 | $430,456 | $546,961 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE EQUITY BBQ RESTAURANT | AT COST | $0 | $0 |
| LPL FINANCIAL #9364 | AT COST | $1,357,499 | $1,525,317 |
| FIDELITY #4945 | AT COST | $500,364 | $593,955 |
| FIDELITY # 6558 | AT COST | $8,735 | $8,725 |
| FIDELITY # 0361 | $43,139 | $42,453 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $3,323 | $3,323 |
| OTHER INSURANCE | $39,036 | $39,036 |
| MAINTENANCE | $57,834 | $57,834 |
| REPAIRS | $54,780 | $54,780 |
| LANDSCAPING | $39,064 | $39,064 |
| Rent and Royalty Expense | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CASH RESERVES | $295,969 |
| ADJUSTING PRIOR PERIOD RETAINED EARNINGS | $2,027 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt |
|---|
| FEDERAL TAXES |
| MA TAXES |
| FOREIGN TAXES |
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