ROME CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROME CHARITABLE TRUST (EIN 04-6017410)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202601259349101610
- Schema version
- 2025v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T13:01:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046017410 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROME CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROME | BusinessNameControlTxt |
| Phone | 8882657962 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64193 | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55164 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOSTON TRUST WALDEN BY | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 8882657962 | PhoneNum |
| Signature | 2026-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON J VALENTY | PreparerPersonNm |
| PTIN | P00963824 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-04-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $633,985 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,716 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,716 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,511 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $39 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $33,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,227 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,951 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,963 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $988 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,148 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,149 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,149 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,885 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,264 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,427 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,197 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,197 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $93,721 | CorporateStockBOYAmt |
| Corporate Stock EOY | $83,307 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $557,626 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $39,920 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,920 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $60,126 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12 | OtherAssetsBOYAmt |
| Other Assets EOY | $36 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $36 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $137,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,460 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $633,985 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $137,080 | CapitalStockBOYAmt |
| Capital Stock EOY | $139,460 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $137,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $139,460 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $137,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $139,460 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $137,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $139,461 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $139,460 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .35 COMMERCE BANCSHARES INC | 2012-01-03 | 2025-01-28 | $23 | $7 | $16 | $16 | |
| 100. COMCAST CORP CLASS A | 2020-03-19 | 2025-05-21 | $3,535 | $3,731 | -$196 | -$196 | |
| 5. COSTCO WHSL CORP | 2002-04-17 | 2025-05-21 | $5,163 | $212 | $4,951 | $4,951 | |
| 10. COSTCO WHSL CORP | 2002-04-17 | 2025-08-14 | $9,786 | $425 | $9,361 | $9,361 | |
| 25. UNITED PARCEL SERVICE INC CL B | 2023-03-22 | 2025-08-14 | $2,210 | $4,726 | -$2,516 | -$2,516 | |
| 5. UNITEDHEALTH GROUP INC COM | 2020-03-19 | 2025-08-14 | $1,356 | $1,099 | $257 | $257 | |
| 5. COSTCO WHSL CORP | 2002-04-17 | 2025-11-12 | $4,571 | $212 | $4,359 | $4,359 | |
| CAPITAL GAIN DIVIDENDS | $6,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,279 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,279 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,511 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $168 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $168 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $253 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8882657962 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 LIVINGSTON AVE | AddressLine1Txt |
| City | SAINT PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55107 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BOSTON TRUST INV MGMT CO | ||||||
| ONE BEACON ST 33RD FL | BOSTON | MA | 02108 | CO-TRUSTEE | 0 | $3,951 |
| JOAN ROME SUCCESSOR CO-TRUSTEE | ||||||
| 4117 GREAT MEADOW RD | DEDHAM | MA | 02026 | CO-TRUSTEE | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $621,579 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $630,540 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $630,540 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,458 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $621,082 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,054 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,054 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $421 | TotalTaxAmt |
| Distributable Before Adj | $30,633 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,633 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,633 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,297 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $25,297 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,633 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,149 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,297 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,149 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,148 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $25,485 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KEHILLATH ISRAEL | |||||||
| 384 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING | $1,007 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PC | CARE FOR THE VULNERABLE | $2,015 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 021155523 | NONE | PC | GENERAL OPERATING | $200 |
| BETH ISRAEL DEACONESS MED CTR | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | HOSPITAL | $4,030 |
| WGBH | |||||||
| ONE GUEST ST | BOSTON | MA | 02135 | NONE | PC | GENERAL OPERATING | $200 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSIT | |||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | STRENGTHEN HEBREW | $1,209 |
| CANCER RESEARCH INSTITUTE | |||||||
| 28 BROADWAY | NEW YORK | NY | 100063111 | NONE | PC | GENERAL OPERATING | $300 |
| JEWISH FAMILY CHILDRENS SVC | |||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PC | GENERAL OPERATING | $1,007 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVE 3RD FLOOR | NEW YORK | NY | 100173211 | NONE | PC | GENERAL OPERATING | $300 |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHINGTON | DC | 200906538 | NONE | PC | GENERAL OPERATING | $790 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 606013389 | NONE | PC | GENERAL OPERATING | $800 |
| AMERICAN RED CROSS | |||||||
| ATTENTION TRUSTS ESTATES | WASHINGTON DC | DC | 20006 | NONE | PC | GENERAL OPERATING | $500 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 7148 FORSYTH BOULEVARD | ST LOUIS | MO | 63105 | NONE | PC | GENERAL OPERATING | $501 |
| RURAL AMERICA INITIATIVES | |||||||
| 2112 S VALLEY DR | RAPID CITY | SD | 577035934 | NONE | PC | GENERAL OPERATING | $200 |
| BOSTON UNIVERSITY | |||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | I | SCHOLARSHIP | $403 |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON ST | DENVER | CO | 802062761 | NONE | PC | MEDICAL RESEARCH | $403 |
| CHEYENNE MOUNTAIN ZOO | |||||||
| 4250 CHEYENNE MT ZOO RD | COLORADO SPRINGS | CO | 80906 | NONE | PC | GENERAL OPERATING | $150 |
| ROCKY MOUNTAIN WOMENS FILM | |||||||
| 2727 N CASADE | COLORADO SPRINGS | CO | 80907 | NONE | PC | GENERAL OPERATING | $500 |
| CASA OF THE PIKES PEAK REGION | |||||||
| 418 S WEBER ST | COLORADO SPRINGS | CO | 80903 | NONE | PC | GENERAL OPERATING | $400 |
| CHILDRENS LITERACY CENTER | |||||||
| 2928 STRAUS LN | COLORADO SPRINGS | CO | 80907 | NONE | PC | GENERAL OPERATING | $300 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 N GRANT ST STE 725 | DENVER | CO | 802031114 | NONE | PC | GENERAL OPERATING | $604 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING | $300 |
| HEBREW SENIORLIFE | |||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | NONE | PC | RESPECT & PROMOTE ELDER | $4,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,149 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,716 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $39 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,266 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,266 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $3,500 | Amt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 084670702 BERKSHIRE HATHAWAY I | $1,728 | $5,027 |
| 693475105 PNC FINANCIAL SVCS C | $2,724 | $10,437 |
| 172062101 CINCINNATI FINL CORP | $1,968 | $12,249 |
| G1151C101 ACCENTURE PLC IRELAN | $3,607 | $13,415 |
| 30040W108 EVERSOURCE ENERGY | $434 | $23,566 |
| 038336103 APTAR GROUP INC | $3,690 | $12,196 |
| 478160104 JOHNSON JOHNSON | $3,127 | $10,348 |
| 91324P102 UNITEDHEALTH GROUP I | $4,397 | $6,602 |
| 68389X105 ORACLE CORPORATION | $2,438 | $19,491 |
| 88579Y101 3M CO | $1,203 | $12,808 |
| 46625H100 JPMORGAN CHASE CO | $6,896 | $32,222 |
| 194162103 COLGATE PALMOLIVE CO | $2,980 | $7,902 |
| 863667101 STRYKER CORP | $3,641 | $8,787 |
| 30231G102 EXXON MOBIL CORP | $1,467 | $48,136 |
| 20030N101 COMCAST CORP CLASS A | ||
| 713448108 PEPSICO INC | $3,169 | $7,176 |
| 459200101 INTL BUSINESS MACHIN | $763 | $14,811 |
| 74144T108 T ROWE PRICE GROUP I | $2,397 | $12,798 |
| 778296103 ROSS STORES INC | $609 | $10,628 |
| 075887109 BECTON DICKINSON AND | $2,437 | $7,763 |
| 594918104 MICROSOFT CORP COM | $3,485 | $60,453 |
| 244199105 DEERE CO | $2,031 | $11,639 |
| 654106103 NIKE INC | $2,508 | $9,875 |
| 053015103 AUTOMATIC DATA PROCE | $1,851 | $12,862 |
| 17275R102 CISCO SYSTEMS INC | $3,058 | $9,629 |
| 941848103 WATERS CORP | $3,292 | $18,992 |
| 257651109 DONALDSON CO INC | $3,299 | $17,732 |
| 200525103 COMMERCE BANCSHARES | $2,730 | $7,309 |
| 22160K105 COSTCO WHSL CORP | $1,911 | $38,805 |
| 037833100 APPLE INC COM | $4,358 | $61,169 |
| 16119P108 CHARTER COMMUNICATIO | $1,341 | $6,263 |
| 592688105 METTLER-TOLEDO INTL | $2,277 | $20,913 |
| 681919106 OMNICOM GROUP INC | $1,265 | $4,038 |
| 911312106 UNITED PARCEL SERVIC | ||
| 83444M101 SOLVENTUM CORP COM S | $226 | $1,585 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 101156305 BOSTON TRUST ASSET M | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $39,920 | BookValueAmt |
| EOYFMV | $60,126 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $3,100 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,100 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 000000000 MISCELLANEOUS ENTRY | Desc |
| BOY Book Value | $12 | BOYBookValueAmt |
| EOY Book Value | $36 | EOYBookValueAmt |
| EOYFMV | $36 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER MISC EXPENSES | $150 | $0 | $150 |
| STATE FILING FEE/TAX | $35 | $0 | $35 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $39 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |