2021-02-01T13:31:27-06:00 2020-11-30 043000523 O'CONNOR & DREW PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990PF 2019-12-01 043444155 THE DON RODMAN FAMILY FOUNDATION DONR 5086984000 10 LINCOLN ROAD NO 205 FOXBORO MA 02035 THOMAS W JACKSON TREASURER 5086984000 2021-01-27 1 JENNIFER M SALAMONE P00541394 6174711120 2021-01-27 2019 2022-09-23 18:48:47Z X 28760774 X 16963410 141021 73150 73150 76841 15277 15277 783271 783271 783271 442749 -189402 48568 0 44670 21749 21749 17819811 893447 893447 0 0 0 0 46291 46291 10000 0 130762 130762 130762 0 758 108 0 650 105049 105049 105049 37782 37782 37782 0 62123 56929 56929 5194 382765 376921 340522 5844 601840 601840 984605 376921 340522 607684 16835206 516526 552925 311045 1214393 1214393 121893 267506 267506 150000 0 200000 150000 150000 0 845638 982203 0 351837 383229 21519394 105049 21414345 21414345 1478140 3986496 4349098 2111078 28230215 28760774 9170321 0 9170321 X 2111078 2111078 0 0 0 16948816 2111078 19059894 2111078 28230215 2111078 16835206 238223 19184507 124613 19059894 AUCTION SALES P 2019-08-01 2019-08-01 4037 4037 4037 LPL FINANCIAL #9364 - DETAILS AVAILABLE UPON REQUEST P 2019-08-01 2020-11-30 14910 14910 14910 LPL FINANCIAL #9364 - DETAILS AVAILABLE UPON REQUEST P 2019-08-01 2020-11-30 114786 -114786 -114786 FIDELITY #4945 - DETAILS AVAILABLE UPON REQUEST P 2019-08-01 2020-11-30 26750 -26750 -26750 FIDELITY #4945 - DETAILS AVAILABLE UPON REQUEST P 2019-08-01 2020-11-30 87943 -87943 -87943 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 1927 -1927 -1927 FIDELITY #0361 - DETAILS AVAILABLE UPON REQUEST P 2019-08-01 2020-11-30 4219 -4219 -4219 FIDELITY #0432 - DETAILS AVAILABLE UPON REQUEST P 2019-08-01 2020-11-30 2345 -2345 -2345 FIDELITY #0432 - DETAILS AVAILABLE UPON REQUEST P 2019-08-01 2020-11-30 6121 6121 6121 FIDELITY #6558 - DETAILS AVAILABLE UPON REQUEST P 2019-08-01 2020-11-30 23019 23019 23019 -189402 6907 0 592475 1745980 0.339337 141436 2130801 0.066377 319876 1916523 0.166904 594493 1609318 0.369407 631164 1472378 0.428670 1.370695 0.274139 4759569 1304783 5165 1309948 607684 10331 0 10331 0 10331 0 0 0 0 14 10345 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 1 0 0 1 N/A THOMAS W JACKSON 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. 601840 0 4099796 732254 0 4832050 0 0 4832050 72481 4759569 237978 237978 10331 10331 227647 0 227647 0 227647 607684 0 607684 0 607684 227647 0 0 559367 276580 224916 36156 505700 1602719 607684 0 0 0 227647 380037 0 0 1982756 0 0 0 0 0 0 559367 1423389 276580 224916 36156 505700 380037 X ABOVE THE CLOUDS 125 ACCESS ROAD NORWOOD MA 02062 N/A PC PROGRAMS FOR AT-RISK CHILDREN 1600 BB & BS OF CENTRAL MASSMETROWEST 484 MAIN STREET SUITE 260 WORCESTER MA 01608 N/A PP PROGRAMS FOR AT-RISK CHILDREN 5000 BB & BS OF EASTERN MASS 184 HIGH STREET 3RD FLOOR BOSTON MA 02110 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 BIG SISTERS OF BOSTON 20 PARK PLAZA SUITE 1420 BOSTON MA 02116 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 BOSTON HEALTH CARE FOR THE HOMELESS 780 ALBANY STREET BOSTON MA 02118 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 BOSTON MEDICAL CENTER 801 MASS AVENUE FLOOR 1 BOSTON MA 02118 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 BOYS & GIRLS CLUB OF DORCHESTER 1135 DORCHESTER AVENUE DORCHESTER MA 02125 N/A PC PROGRAMS FOR AT-RISK CHILDREN 119255 CATHOLIC CHARITIESTEEN CENTER ST PETER'S 278 BOWDOIN STREET BOSTON MA 02125 N/A PC PROGRAMS FOR AT-RISK CHILDREN 10000 CATHOLIC SCHOLARSHIP FUND 67 BATTERYMARCH STREET 6TH FLOOR BOSTON MA 02110 N/A PC PROGRAMS FOR AT-RISK CHILDREN 6000 CONFIKIDS INC PO BOX 71 FOXBORO MA 02035 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 CURRY COLLEGE 47 ATHERTON STREET PRESIDENTS OFFICE MILTON MA 02186 N/A PC PROGRAMS FOR AT-RISK CHILDREN 10000 DORCHESTER DISCRETIONARY FUND 1135 DORCHESTER AVENUE DORCHESTER MA 02125 N/A PC PROGRAMS FOR AT-RISK CHILDREN 30000 FAMILY NURTURING CENTER OF MASS INC 200 BOWDOIN STREET DORCHESTER MA 02122 N/A PC PROGRAMS FOR AT-RISK CHILDREN 2500 HOCKOMOCK YMCA 67 MECHANIC STREET FOXBORO MA 02035 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 JEWISH BB & BS 333 NAHANTON STREET NEWTON MA 02459 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 MASS MENTORING PARTNERSHIP 75 KNEELAND STREET BOSTON MA 02111 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 METROWEST YMCA 280 OLD CONNECTICUT PATH FRAMINGHAM MA 01701 N/A PC PROGRAMS FOR AT-RISK CHILDREN 6000 MARILYN RODMAN PERFORMING ARTS CENTER 1 SCHOOL STREET FOXBORO MA 02035 N/A PC PROGRAMS FOR AT-RISK CHILDREN 100000 ONE FOR HEALTH FOUNDATION 290 SOUTH STREET WALPOLE MA 02081 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 RFK ACTION CORPS 120 OLD COMMON ROAD LANCASTER MA 01523 N/A PC PROGRAMS FOR AT-RISK CHILDREN 4000 RODMAN FOR KIDS 10 LINCOLN ROAD SUITE 205 FOXBORO MA 02035 N/A PC PROGRAMS FOR AT-RISK CHILDREN 150000 RON BURTON TRAINING CENTER PO BOX 2 HUBBARDSTON MA 01452 N/A PC PROGRAMS FOR AT-RISK CHILDREN 10000 SOUTH BOSTON NEIGHBORHOOD HOUSE 136 H STREET SOUTH BOSTON MA 02127 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 SOUTH SHORE YMCA 79 CODDINGTON STREET QUINCY MA 02169 N/A PC PROGRAMS FOR AT-RISK CHILDREN 4000 SPORTSMEN'S TENNIS & ENRICHMENT CENTER 950 BLUE HILL AVENUE DORCHESTER MA 02124 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 THE ASPERGERAUSTIM NETWORK INC 51 WATER STREET WATERTOWN MA 02472 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 THE KEY PROGRAM 670 OLD CONNECTICUT PATH FRAMINGHAM MA 01701 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5985 THE SEAL FOUNDATION 71 MAIN STEET LAKEVILLE MA 02347 N/A PC PROGRAMS FOR AT-RISK CHILDREN 15000 THE SPORTS MUSEUM OF NEW ENGLAND INC 100 LEGENDS WAY BOSTON MA 02114 N/A PC PROGRAMS FOR AT-RISK CHILDREN 7500 THE WONDERFUND 600 WASHINGTON STREET 6TH FLOOR BOSTON MA 02111 N/A PC PROGRAMS FOR AT-RISK CHILDREN 10000 TRINITY BOSTON CONNECTS 206 CLARENDON STREET BOSTON MA 02116 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 WILDFLOWER INC 271 LINCOLN STREET LEXINGTON MA 02421 N/A PC PROGRAMS FOR AT-RISK CHILDREN 5000 YMCA OF GREATER BOSTON 316 HUNTINGTON AVENUE BOSTON MA 02115 N/A PC PROGRAMS FOR AT-RISK CHILDREN 10000 RODMAN FOR KIDS 10 LINCOLN ROAD SUITE 205 FOXBORO MA 02035 N/A PC PROGRAMS FOR AT-RISK CHILDREN 25000 601840 0 14 141021 14 76841 16 442749 14 44670 19 -189402 0 515879 0 515879 0 0 0 0 0 0 0 0 0 1 RODMAN FOR KIDS INC 501(C)3 AFFILIATE X X 1 DONALD E RODMAN REVOCABLE TR OF 2003 10 LINCOLN ROAD SUITE 205 FOXBORO MA 02035 1890598 X 2 ESTATE OF DONALD RODMAN 10 LINCOLN ROAD SUITE 205 FOXBORO MA 02035 2886640 X 3 ESTATE OF DONALD RODMAN 10 LINCOLN ROAD SUITE 205 FOXBORO MA 02035 12186172 X 3 RENTAL PROPERTIES 12186172 2019-08-01 LAND 2020-08-01 1937507 L 0 0 0 BUILDING 2020-08-01 4742493 SL 39.000000000000 40534 40534 40534 LAND 2020-08-01 7291211 L 0 0 0 BUILDING 2020-08-01 7508789 SL 39.000000000000 64178 64178 64178 BUILDING - CONSTRUCTION 2020-08-01 39394 SL 39.000000000000 337 337 337 FIDELITY #0360 337215 367266 FIDELITY #0361 7764 9719 FIDELITY #6558 6858 6244 FIDELITY #4945 225425 223843 FIDELITY #0361 169087 182467 FIDELITY #0432 200297 314096 FIDELITY #6558 250829 261797 LAND 1937507 0 1937507 1937507 BUILDING 4742493 40534 4701959 4701959 LAND 7291211 0 7291211 7291211 BUILDING 7508789 64178 7444611 7444611 BUILDING - CONSTRUCTION 39394 337 39057 39057 PRIVATE EQUITY BBQ RESTAURANT AT COST 25000 25000 LPL FINANCIAL #9364 AT COST 2108778 2206498 FIDELITY #4945 AT COST 1852718 2117600 UNREALIZED GAINS/LOSSES 124613 BANK CHARGES 253 0 0 253 OTHER EXPENSES 285 0 0 285 OTHER INSURANCE 4656 0 0 4656 MAINTENANCE 7582 7582 7582 0 REPAIRS 16529 16529 16529 0 OTHER EXPENSES 9437 9437 9437 0 LANDSCAPING/SNOW REMOVAL 1843 1843 1843 0 INSURANCE 21478 21478 21478 0 BANK FEES 60 60 60 0 OTHER INCOME FROM INVESTMENTS 21749 21749 21749 ESTATE OF DONALD E. RODMAN - OTHER INCOME 22921 0 0 PRIOR PERIOD ADJUSTMENT 238223 INVESTMENT FEES 36291 36291 0 0 LEGAL/PROFESSIONAL 10000 10000 10000 0 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 FEDERAL TAXES 525 0 0 525 MA TAXES 125 0 0 125 FOREIGN TAXES 108 108 0 0