DON RODMAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DON RODMAN FAMILY FOUNDATION (EIN 04-3444155)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-02-01
- IRS object ID
- 202110329349100506
- Schema version
- 2019v5.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-01T13:31:27-06:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043000523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR & DREW 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 | 2019-12-01 | 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 NO 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 | 2021-01-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER M SALAMONE | PreparerPersonNm |
| PTIN | P00541394 | PTIN |
| Phone | 6174711120 | PhoneNum |
| Preparation | 2021-01-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,760,774 | 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 | $16,963,410 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $141,021 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73,150 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $73,150 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $76,841 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,277 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,277 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $783,271 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $783,271 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $783,271 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $442,749 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$189,402 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,568 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $44,670 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,749 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $21,749 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $17,819,811 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $893,447 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $893,447 | 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 |
| Other Prof Fees Rev And Expnss | $46,291 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,291 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $10,000 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $130,762 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $130,762 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $130,762 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $758 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $108 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $650 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $105,049 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $105,049 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $105,049 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $37,782 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $37,782 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $37,782 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,929 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $56,929 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,194 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $382,765 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $376,921 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $340,522 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,844 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $601,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $601,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $984,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $376,921 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $340,522 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $607,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,835,206 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $516,526 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $552,925 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $311,045 | CashBOYAmt |
| Cash EOY | $1,214,393 | CashEOYAmt |
| Cash EOYFMV | $1,214,393 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $121,893 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $267,506 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $267,506 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $150,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $200,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $150,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $150,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $845,638 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $982,203 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $351,837 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $383,229 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $21,519,394 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $105,049 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $21,414,345 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $21,414,345 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,478,140 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,986,496 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,349,098 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,111,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,230,215 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,760,774 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable EOY | $9,170,321 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,170,321 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,948,816 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,111,078 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,059,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,111,078 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,230,215 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,111,078 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,835,206 | ExcessRevenueOverExpensesAmt |
| Other Increases | $238,223 | OtherIncreasesAmt |
| Subtotal | $19,184,507 | SubtotalAmt |
| Other Decreases | $124,613 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,059,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| AUCTION SALES | P | 2019-08-01 | 2019-08-01 | $4,037 | $4,037 | $4,037 | |
| LPL FINANCIAL #9364 - DETAILS AVAILABLE UPON REQUEST | P | 2019-08-01 | 2020-11-30 | $14,910 | $14,910 | $14,910 | |
| LPL FINANCIAL #9364 - DETAILS AVAILABLE UPON REQUEST | P | 2019-08-01 | 2020-11-30 | -$114,786 | -$114,786 | $114,786 | |
| FIDELITY #4945 - DETAILS AVAILABLE UPON REQUEST | P | 2019-08-01 | 2020-11-30 | -$26,750 | -$26,750 | $26,750 | |
| FIDELITY #4945 - DETAILS AVAILABLE UPON REQUEST | P | 2019-08-01 | 2020-11-30 | -$87,943 | -$87,943 | $87,943 | |
| FIDELITY #0360 - DETAILS AVAILABLE UPON REQUEST | P | 2019-08-01 | 2020-11-30 | $481 | $481 | $481 | |
| FIDELITY #0361 - DETAILS AVAILABLE UPON REQUEST | P | 2019-08-01 | 2020-11-30 | -$1,927 | -$1,927 | $1,927 | |
| FIDELITY #0361 - DETAILS AVAILABLE UPON REQUEST | P | 2019-08-01 | 2020-11-30 | -$4,219 | -$4,219 | $4,219 | |
| FIDELITY #0432 - DETAILS AVAILABLE UPON REQUEST | P | 2019-08-01 | 2020-11-30 | -$2,345 | -$2,345 | $2,345 | |
| FIDELITY #0432 - DETAILS AVAILABLE UPON REQUEST | P | 2019-08-01 | 2020-11-30 | $6,121 | $6,121 | $6,121 | |
| FIDELITY #6558 - DETAILS AVAILABLE UPON REQUEST | P | 2019-08-01 | 2020-11-30 | $23,019 | $23,019 | $23,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$189,402 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,907 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $592,475 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,745,980 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.339337 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $141,436 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,130,801 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066377 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $319,876 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,916,523 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.166904 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $594,493 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,609,318 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.369407 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $631,164 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,472,378 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.428670 | DistributionYr5Rt |
| Total Distribution | 1.370695 | TotalDistributionRt |
| Average Distribution | 0.274139 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,759,569 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,304,783 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,165 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,309,948 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $607,684 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,331 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,331 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,331 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $10,345 | 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 | Yes (1) | 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 | 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 | $601,840 | 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 | $4,099,796 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $732,254 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,832,050 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,832,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,481 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,759,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $237,978 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $237,978 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,331 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,331 | TotalTaxAmt |
| Distributable Before Adj | $227,647 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $227,647 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $227,647 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $607,684 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $607,684 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $607,684 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $227,647 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $559,367 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $276,580 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $224,916 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,156 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $505,700 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,602,719 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $607,684 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $227,647 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $380,037 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,982,756 | 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 | $559,367 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,423,389 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $276,580 | ExcessFromYear4Amt |
| Excess From Year3 | $224,916 | ExcessFromYear3Amt |
| Excess From Year2 | $36,156 | ExcessFromYear2Amt |
| Excess From Year1 | $505,700 | ExcessFromYear1Amt |
| Excess From Current Year | $380,037 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABOVE THE CLOUDS | ||||||||
| 125 ACCESS ROAD | NORWOOD | MA | 02062 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $1,600 | |
| BB & BS OF CENTRAL MASSMETROWEST | ||||||||
| 484 MAIN STREET SUITE 260 | WORCESTER | MA | 01608 | N/A | PP | PROGRAMS FOR AT-RISK CHILDREN | $5,000 | |
| BB & BS OF EASTERN MASS | ||||||||
| 184 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 | |
| BIG SISTERS OF BOSTON | ||||||||
| 20 PARK PLAZA SUITE 1420 | BOSTON | MA | 02116 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 | |
| BOSTON HEALTH CARE FOR THE HOMELESS | ||||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 | |
| BOSTON MEDICAL CENTER | ||||||||
| 801 MASS AVENUE FLOOR 1 | BOSTON | MA | 02118 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 | |
| BOYS & GIRLS CLUB OF DORCHESTER | ||||||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $119,255 | |
| CATHOLIC CHARITIESTEEN CENTER ST PETER'S | ||||||||
| 278 BOWDOIN STREET | BOSTON | MA | 02125 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $10,000 | |
| CATHOLIC SCHOLARSHIP FUND | ||||||||
| 67 BATTERYMARCH STREET 6TH FLOOR | BOSTON | MA | 02110 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $6,000 | |
| CONFIKIDS INC | ||||||||
| PO BOX 71 | FOXBORO | MA | 02035 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 | |
| CURRY COLLEGE | ||||||||
| 47 ATHERTON STREET PRESIDENTS | MILTON | MA | 02186 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $10,000 | OFFICE |
| DORCHESTER DISCRETIONARY FUND | ||||||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $30,000 | |
| FAMILY NURTURING CENTER OF MASS INC | ||||||||
| 200 BOWDOIN STREET | DORCHESTER | MA | 02122 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $2,500 | |
| HOCKOMOCK YMCA | ||||||||
| 67 MECHANIC STREET | FOXBORO | MA | 02035 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 | |
| JEWISH BB & BS | ||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 | |
| MASS MENTORING PARTNERSHIP | ||||||||
| 75 KNEELAND STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 | |
| METROWEST YMCA | ||||||||
| 280 OLD CONNECTICUT PATH | FRAMINGHAM | MA | 01701 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $6,000 | |
| MARILYN RODMAN PERFORMING ARTS CENTER | ||||||||
| 1 SCHOOL STREET | FOXBORO | MA | 02035 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $100,000 | |
| ONE FOR HEALTH FOUNDATION | ||||||||
| 290 SOUTH STREET | WALPOLE | MA | 02081 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 | |
| RFK ACTION CORPS | ||||||||
| 120 OLD COMMON ROAD | LANCASTER | MA | 01523 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $4,000 | |
| RODMAN FOR KIDS | ||||||||
| 10 LINCOLN ROAD SUITE 205 | FOXBORO | MA | 02035 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $150,000 | |
| RON BURTON TRAINING CENTER | ||||||||
| PO BOX 2 | HUBBARDSTON | MA | 01452 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $10,000 | |
| SOUTH BOSTON NEIGHBORHOOD HOUSE | ||||||||
| 136 H STREET | SOUTH BOSTON | MA | 02127 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 | |
| SOUTH SHORE YMCA | ||||||||
| 79 CODDINGTON STREET | QUINCY | MA | 02169 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $4,000 | |
| SPORTSMEN'S TENNIS & ENRICHMENT CENTER | ||||||||
| 950 BLUE HILL AVENUE | DORCHESTER | MA | 02124 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 | |
| THE ASPERGERAUSTIM NETWORK INC | ||||||||
| 51 WATER STREET | WATERTOWN | MA | 02472 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 | |
| THE KEY PROGRAM | ||||||||
| 670 OLD CONNECTICUT PATH | FRAMINGHAM | MA | 01701 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,985 | |
| THE SEAL FOUNDATION | ||||||||
| 71 MAIN STEET | LAKEVILLE | MA | 02347 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $15,000 | |
| THE SPORTS MUSEUM OF NEW ENGLAND INC | ||||||||
| 100 LEGENDS WAY | BOSTON | MA | 02114 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $7,500 | |
| THE WONDERFUND | ||||||||
| 600 WASHINGTON STREET 6TH FLOOR | BOSTON | MA | 02111 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $10,000 | |
| TRINITY BOSTON CONNECTS | ||||||||
| 206 CLARENDON STREET | BOSTON | MA | 02116 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 | |
| WILDFLOWER INC | ||||||||
| 271 LINCOLN STREET | LEXINGTON | MA | 02421 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $5,000 | |
| YMCA OF GREATER BOSTON | ||||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $10,000 | |
| RODMAN FOR KIDS | ||||||||
| 10 LINCOLN ROAD SUITE 205 | FOXBORO | MA | 02035 | N/A | PC | PROGRAMS FOR AT-RISK CHILDREN | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $601,840 | 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 | $141,021 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,841 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $442,749 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,670 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | -$189,402 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $515,879 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $515,879 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DONALD E RODMAN REVOCABLE TR OF 2003 | |||||||
| 1 | 10 LINCOLN ROAD SUITE 205 | FOXBORO | MA | 02035 | $1,890,598 | Yes (X) | |
| ESTATE OF DONALD RODMAN | |||||||
| 2 | 10 LINCOLN ROAD SUITE 205 | FOXBORO | MA | 02035 | $2,886,640 | Yes (X) | |
| ESTATE OF DONALD RODMAN | |||||||
| 3 | 10 LINCOLN ROAD SUITE 205 | FOXBORO | MA | 02035 | $12,186,172 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | RENTAL PROPERTIES | NoncashPropertyDesc |
| Fair Market Value | $12,186,172 | FairMarketValueAmt |
| Received | 2019-08-01 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2020-08-01 | $1,937,507 | L | $0 | $0 | $0 | |
| BUILDING | 2020-08-01 | $4,742,493 | SL | $40,534 | $40,534 | $40,534 | 39.000000000000 |
| LAND | 2020-08-01 | $7,291,211 | L | $0 | $0 | $0 | |
| BUILDING | 2020-08-01 | $7,508,789 | SL | $64,178 | $64,178 | $64,178 | 39.000000000000 |
| BUILDING - CONSTRUCTION | 2020-08-01 | $39,394 | SL | $337 | $337 | $337 | 39.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY #0360 | $337,215 | $367,266 |
| FIDELITY #0361 | $7,764 | $9,719 |
| FIDELITY #6558 | $6,858 | $6,244 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY #4945 | $225,425 | $223,843 |
| FIDELITY #0361 | $169,087 | $182,467 |
| FIDELITY #0432 | $200,297 | $314,096 |
| FIDELITY #6558 | $250,829 | $261,797 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (5 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 | $40,534 | $4,701,959 | $4,701,959 |
| LAND | $7,291,211 | $0 | $7,291,211 | $7,291,211 |
| BUILDING | $7,508,789 | $64,178 | $7,444,611 | $7,444,611 |
| BUILDING - CONSTRUCTION | $39,394 | $337 | $39,057 | $39,057 |
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 | $2,108,778 | $2,206,498 |
| FIDELITY #4945 | AT COST | $1,852,718 | $2,117,600 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $124,613 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $253 | $0 | $0 | $253 |
| OTHER EXPENSES | $285 | $0 | $0 | $285 |
| OTHER INSURANCE | $4,656 | $0 | $0 | $4,656 |
| MAINTENANCE | $7,582 | $7,582 | $7,582 | $0 |
| REPAIRS | $16,529 | $16,529 | $16,529 | $0 |
| OTHER EXPENSES | $9,437 | $9,437 | $9,437 | $0 |
| LANDSCAPING/SNOW REMOVAL | $1,843 | $1,843 | $1,843 | $0 |
| INSURANCE | $21,478 | $21,478 | $21,478 | $0 |
| BANK FEES | $60 | $60 | $60 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM INVESTMENTS | $21,749 | $21,749 | $21,749 |
| ESTATE OF DONALD E. RODMAN - OTHER INCOME | $22,921 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $238,223 | Amt |
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 | $36,291 | $36,291 | $0 | $0 |
| LEGAL/PROFESSIONAL | $10,000 | $10,000 | $10,000 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ESTATE OF DONALD RODMAN | |||
| 10 LINCOLN ROAD SUITE 205 | FOXBORO | MA | 02035 |
| DONALD E RODMAN REV TRUST OF 2003 | |||
| 10 LINCOLN ROAD SUITE 205 | FOXBORO | MA | 02035 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $525 | $0 | $0 | $525 |
| MA TAXES | $125 | $0 | $0 | $125 |
| FOREIGN TAXES | $108 | $108 | $0 | $0 |
Comments