DON RODMAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DON RODMAN FAMILY FOUNDATION (EIN 04-3444155)
- Tax period
- 2020-12-01 to 2020-12-31
- Filed
- 2021-12-06
- IRS object ID
- 202123409349101112
- Schema version
- 2020v4.1
- 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 Land Schedule2
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-06T14:53:46-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-12-01 | 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 | 2021-12-06 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER M SALAMONE | PreparerPersonNm |
| PTIN | P00541394 | PTIN |
| Phone | 6174711120 | PhoneNum |
| Preparation | 2021-12-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $28,742,905 | 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 | $1,873 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,873 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,873 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $20,447 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,447 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20,447 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $148,334 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $148,334 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $148,334 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $58,114 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $77,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,758 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,758 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $34 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $34 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $34 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $248,446 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $248,446 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $170,688 | 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 | $2,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,500 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $31,610 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $31,610 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $31,610 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $26,322 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $26,322 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $26,322 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $4,174 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,174 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $4,174 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,614 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,614 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $25,614 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,220 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $90,220 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $270,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $270,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $360,220 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $90,220 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $270,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$111,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,226 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $80,468 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,214,393 | CashBOYAmt |
| Cash EOY | $978,460 | CashEOYAmt |
| Cash EOYFMV | $978,460 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $267,506 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $244,829 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $244,829 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $150,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $150,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $150,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $150,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $845,638 | CorporateStockBOYAmt |
| Corporate Stock EOY | $854,659 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,028,806 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $351,837 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $553,188 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $600,256 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $21,547,644 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $131,371 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $21,414,345 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $21,416,273 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $21,416,273 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $3,986,496 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,875,171 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,324,281 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,230,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,072,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,742,905 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $9,170,321 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $8,866,524 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $9,170,321 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,866,524 | 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 | $16,948,816 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,094,978 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,059,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,206,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,230,215 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,072,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,059,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$111,774 | ExcessRevenueOverExpensesAmt |
| Other Increases | $271,840 | OtherIncreasesAmt |
| Subtotal | $19,219,960 | SubtotalAmt |
| Other Decreases | $13,904 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,206,056 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AUCTION SALES | P | 2019-08-01 | 2020-12-31 | $9,822 | $9,822 | $9,822 |
| LPL FINANCIAL #9364 - DETAILS AVAILABLE UPON REQUEST | P | 2019-08-01 | 2020-12-31 | $67,936 | $67,936 | $67,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,758 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,199 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,199 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,199 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $2,210 | 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 | 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 | $270,000 | 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 | $5,931,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,302,428 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,233,510 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,233,510 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,503 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,125,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,260 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,260 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,199 | TotalTaxAmt |
| Distributable Before Adj | $28,061 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,061 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,061 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $270,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $270,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $270,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,061 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $276,580 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $224,916 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,156 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $505,700 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $380,037 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,423,389 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $270,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,061 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $241,939 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,665,328 | 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 | $276,580 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,388,748 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $224,916 | ExcessFromYear4Amt |
| Excess From Year3 | $36,156 | ExcessFromYear3Amt |
| Excess From Year2 | $505,700 | ExcessFromYear2Amt |
| Excess From Year1 | $380,037 | ExcessFromYear1Amt |
| Excess From Current Year | $241,939 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODMAN FOR KIDS INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAMS FOR AT-RISK CHILDREN | GrantOrContributionPurposeTxt |
| Amt | $270,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $270,000 | 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 | $1,873 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,447 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $58,114 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $77,758 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $158,226 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $158,226 | 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 |
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 | $10,134 | $10,134 | $10,134 | $40,534 | 39.000000000000 |
| BUILDING - CONSTRUCTION | 2020-08-01 | $39,394 | SL | $84 | $84 | $84 | $337 | 39.000000000000 |
| BUILDING - CONSTRUCTION | 2020-12-01 | $28,250 | SL | $60 | $60 | $60 | 39.000000000000 | |
| LAND | 2020-08-01 | $7,291,211 | L | $0 | $0 | $0 | ||
| BUILDING | 2020-08-01 | $7,508,789 | SL | $16,044 | $16,044 | $16,044 | $64,178 | 39.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY #0360 | $359,373 | $388,567 |
| FIDELITY #0361 | $7,764 | $10,071 |
| FIDELITY #6558 | $6,858 | $6,790 |
| FIDELITY #4945 | $179,193 | $194,828 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY #4945 | $225,425 | $229,970 |
| FIDELITY #0361 | $173,184 | $193,038 |
| FIDELITY #0432 | $200,297 | $326,923 |
| FIDELITY #6558 | $255,753 | $278,875 |
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 | $50,668 | $4,691,825 | $4,691,825 |
| BUILDING - CONSTRUCTION | $39,394 | $421 | $38,973 | $38,973 |
| BUILDING - CONSTRUCTION | $28,250 | $60 | $28,190 | $28,190 |
| LAND | $7,291,211 | $0 | $7,291,211 | $7,291,211 |
| BUILDING | $7,508,789 | $80,222 | $7,428,567 | $7,428,567 |
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 | $2,156,528 | $2,292,936 |
| FIDELITY #4945 | AT COST | $1,693,643 | $2,006,345 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $13,904 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MAINTENANCE | $2,427 | $2,427 | $2,427 | $0 |
| REPAIRS | $7,531 | $7,531 | $7,531 | $0 |
| OTHER EXPENSES | $4,191 | $4,191 | $4,191 | $0 |
| LANDSCAPING/SNOW REMOVAL | $11,450 | $11,450 | $11,450 | $0 |
| OTHER EXPENSES | $15 | $15 | $15 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM INVESTMENTS | Desc |
| Revenue And Expenses Per Books | $34 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $271,840 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL/PROFESSIONAL | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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