ROBB CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBB CHARITABLE TR (EIN 22-3087631)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202523149349100217
- Schema version
- 2024v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T09:25:47-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141592927 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARP ACKERMAN SMALL & HOGAN CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HUDSON CITY CENTER SUITE 101 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 125342340 | 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 | 223087631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBB CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBB | BusinessNameControlTxt |
| Phone | 6179831387 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 BOYLSTON STREET 2 | AddressLine1Txt |
| City | JAMAICA PLAIN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDSEY ROBB | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 6179831387 | PhoneNum |
| Signature | 2025-10-31 | SignatureDt |
| 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 | STEPHANIE A FIRST | PreparerPersonNm |
| PTIN | P00967483 | PTIN |
| Phone | 5188287618 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| 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 | $271,596 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $98 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $98 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,982 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,982 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $10,080 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,080 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,362 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,571 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,015 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,720 | CashBOYAmt |
| Cash EOY | $14,276 | CashEOYAmt |
| Cash EOYFMV | $14,276 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $163,333 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $173,348 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $173,348 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $206,715 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $206,715 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $83,972 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $388,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $394,339 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $271,596 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $388,768 | RetainedEarningBOYAmt |
| Retained Earning EOY | $394,339 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $388,768 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $394,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $388,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $394,339 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $388,768 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,571 | ExcessRevenueOverExpensesAmt |
| Subtotal | $394,339 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $394,339 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $139 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $139 | SubtotalAmt |
| Tax Based On Investment Income | $139 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $114 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $114 | TotalPaymentsAndCreditsAmt |
| Tax Due | $25 | 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 | Yes (true) | 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 |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | LINDSEY ROBB | IndividualWithBooksNm |
| Phone | 6179831387 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 BOYLSTON STREET 2 | AddressLine1Txt |
| City | JAMAICA PLAIN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02130 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| LINDSEY ROBB | ||||||||
| 24 BOYLSTON STREET 2 | JAMAICA PLAIN | MA | 02130 | MANAGER | 000.00 | $0 | $0 | $0 |
| MARJORIE AMERO ROBB | ||||||||
| 56 PILGRIM ROADS | MARBLEHEAD | MA | 01945 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| STEVEN ROBB | ||||||||
| 39 MAIDEN LANE | WAYLAND | MA | 01778 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| KIMBERLEY DIEFENBACH ROBB | ||||||||
| 39 MAIDEN LANE | WAYLAND | MA | 01778 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| RICHARD ROBB | ||||||||
| 56 PILGRIM ROADS | MARBLEHEAD | MA | 01945 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $85,702 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $186,537 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $272,239 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $272,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,084 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $268,155 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,408 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $139 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $139 | TotalTaxAmt |
| Distributable Before Adj | $13,269 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,269 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,269 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,269 | DistributableAsAdjustedAmt |
| Undistributed Income CY | $13,269 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,982 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,080 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,080 | 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 | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KASH PC | CategoryTxt |
| Amt | $4,362 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVENTRUST PROPERTIES CORP (FORMERLY | AT COST | $130,850 | $76,139 |
| HIGHLANDS REIT INC | AT COST | $9,097 | $7,833 |
| PREFERRED INCOME PARTNERS IV | AT COST | $66,768 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $12 | |
| BROKERAGE ACCOUNT FEE | $65 | $65 |
| MA FILING FEE | $70 |
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