-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Information about Form 990-PF and its instructions is at
www.irs.gov/form990pf
.
OMB No. 1545-0052
20
15
Open to Public Inspection
For calendar year 2015, or tax year beginning
01-01-2015
, and ending
12-31-2015
Name of foundation
RODMAN FORD SALES INC CHARITABLE TRUST
Number and street (or P.O. box number if mail is not delivered to street address)
ROUTE ONE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FOXBORO
,
MA
02035
A Employer identification number
22-2780804
B
Telephone number (see instructions)
(508) 698-4001
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here .............
2.
Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year
(from Part II, col. (c),
line 16)
$
57,262
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
370,202
2
Check
Sch. B
.............
3
Interest on savings and temporary cash investments
24
24
24
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
370,226
24
24
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
6,724
0
0
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
6,724
0
0
0
25
Contributions, gifts, grants paid
.......
335,768
335,768
26
Total expenses and disbursements.
Add lines 24 and 25
342,492
0
0
335,768
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
27,734
b
Net investment income
(if negative, enter -0-)
24
c
Adjusted net income
(if negative, enter -0-)
...
24
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2015)
Form 990-PF (2015)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
29,528
57,262
57,262
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
29,528
57,262
57,262
17
Accounts payable and accrued expenses
..........
18
Grants payable
..................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24
Unrestricted
..................
29,528
57,262
25
Temporarily restricted
...............
26
Permanently restricted
...............
Foundations that do not follow SFAS 117, check here
and complete lines 27 through 31.
27
Capital stock, trust principal, or current funds
........
28
Paid-in or capital surplus, or land, bldg., and equipment fund
29
Retained earnings, accumulated income, endowment, or other funds
30
Total net assets or fund balances
(see instructions)
.....
29,528
57,262
31
Total liabilities and net assets/fund balances
(see instructions)
.
29,528
57,262
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return)
...............
1
29,528
2
Enter amount from Part I, line 27a
.....................
2
27,734
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
57,262
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30
.
6
57,262
Form
990-PF
(2015)
Form 990-PF (2015)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014
294,976
27,034
10.911297
2013
307,959
42,000
7.332357
2012
253,826
51,136
4.963744
2011
277,554
31,930
8.692578
2010
350,099
45,398
7.711771
2
Total
of line 1, column (d)
.....................
2
39.611747
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
.
.
.
3
7.922349
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5
.....
4
35,271
5
Multiply line 4 by line 3
......................
5
279,429
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
0
7
Add lines 5 and 6
........................
7
279,429
8
Enter qualifying distributions from Part XII, line 4
.............
8
335,768
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2015)
Form 990-PF (2015)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
0
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
0
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
0
6
Credits/Payments:
a
2015 estimated tax payments and 2014 overpayment credited to 2015
6a
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
0
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
0
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2015 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2015)
Form 990-PF (2015)
Page
5
Part VII-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions)
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement (see instructions)
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
DONALD E RODMAN
Telephone no.
(508) 698-4001
Located at
ROUTE ONE
FOXBORO
MA
ZIP+4
02035
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—Check here
.......
and enter the amount of tax-exempt interest received or accrued during the year
......
15
16
At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
16
No
See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)?
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2015?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2015?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2015 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2015.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
4b
No
Form
990-PF
(2015)
Form 990-PF (2015)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(Continued)
5a
During the year did the foundation pay or incur any amount to:
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? (see instructions)
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)?
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If yes, did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
Form
990-PF
(2015)
Form 990-PF (2015)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
DONALD E RODMAN
TRUSTEE
1.00
0
0
0
11 HOOSIC DRIVE
CANTON
,
MA
02021
GENE D RODMAN
TRUSTEE
1.00
0
0
0
100 MATTHEW LANE APT202
BRAINTREE
,
MA
02184
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
THE FOUNDATION MADE CONTRIBUTIONS TO OVER 150 501(C)(3) ORGANIZATIONS THIS YEAR.
6,724
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2015)
Form 990-PF (2015)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations,see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
0
b
Average of monthly cash balances
.......................
1b
35,808
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
35,808
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
35,808
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
537
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
35,271
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,764
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,764
2a
Tax on investment income for 2015 from Part VI, line 5
......
2a
b
Income tax for 2015. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,764
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,764
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,764
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
335,768
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
335,768
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b (see instructions)
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
335,768
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2015)
Form 990-PF (2015)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2014
(c)
2014
(d)
2015
1
Distributable amount for 2015 from Part XI, line 7
1,764
2
Undistributed income, if any, as of the end of 2015:
a
Enter amount for 2014 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2015:
a
From 2010
......
347,829
b
From 2011
......
275,957
c
From 2012
......
251,269
d
From 2013
......
305,859
e
From 2014
......
293,624
f
Total
of lines 3a through e
........
1,474,538
4
Qualifying distributions for 2015 from Part
XII, line 4:
$
335,768
a
Applied to 2014, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2015 distributable amount
.....
1,764
e
Remaining amount distributed out of corpus
334,004
5
Excess distributions carryover applied to 2015.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,808,542
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2014. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2016. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2015
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2010 not
applied on line 5 or line 7 (see instructions)
...
347,829
9
Excess distributions carryover to 2016.
Subtract lines 7 and 8 from line 6a
......
1,460,713
10
Analysis of line 9:
a
Excess from 2011
....
275,957
b
Excess from 2012
....
251,269
c
Excess from 2013
....
305,859
d
Excess from 2014
....
293,624
e
Excess from 2015
....
334,004
Form
990-PF
(2015)
Form 990-PF (2015)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2015, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2015
(b)
2014
(c)
2013
(d)
2012
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
DONALD E RODMAN
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DONALD E RODMAN RFS CHARITABLE TRUS
ROUTE ONE
FOXBORO
,
MA
02035
(508) 698-4001
b
The form in which applications should be submitted and information and materials they should include:
NONE
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form
990-PF
(2015)
Form 990-PF (2015)
Page
11
Part XV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
DON & MARILYN RODMAN FOUNDATION
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
20,000
CELEBRATION FOR KIDS
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
15,000
KMC PRODUCTIONS
150 WOODS RD
BRAINTREE
,
MA
02184
COMMON BOARD
CHARITABLE
11,295
BOYS & GIRLS CLUB OF DORCHESTER
35 DEER STREET
BOSTON
,
MA
02124
N/A
CHARITABLE
11,000
RON BURTON TRAINING VILLAGE
PO BOX 2
HUBBARDSTON
,
MA
01452
N/A
CHARITABLE
10,000
CELEBRATION FOR KIDS
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
10,000
THE SPORTS MUSEUM
100 LEGEND WAY
BOSTON
,
MA
02114
N/A
CHARITABLE
10,000
CANTON ART'S COUNCIL
CANTON HIGHT SCHOOL 900 WASHINGTON
ST
CANTON
,
MA
02021
N/A
CHARITABLE
7,500
MARK WHALBERG'S YOUTH FOUNDATION
PO BOX 610287
NEWTON CENTER
,
MA
02461
N/A
CHARITABLE
7,000
CELEBRATION FOR KIDS (LENA HINZMAN)
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
6,000
CELEBRATION FOR KIDS
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
5,275
CANTON DISCRETIONARY FUND
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
5,000
CANTON DISCRETIONARY FUND
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
5,000
CANTON POLICE ASSOCIATION
1492 WASHINGTON STREET
CANTON
,
MA
02021
N/A
CHARITABLE
5,000
BIG SISTERS ASSOC OF GREATER BOSTON
161 MASSACHUSETTS AVE
BOSTON
,
MA
02115
N/A
CHARITABLE
5,000
OPERATION PROGRESS
10221 COMPTON AVE
LOS ANGELES
,
CA
90002
N/A
CHARITABLE
5,000
RB FOUNDATION
2130 PROVIDENCE HIGHWAY
WALPOLE
,
MA
02035
N/A
CHARITABLE
5,000
BOSTON METAL OF HONOR COMMUNITIES
10 LINCOLN RD
FOXBORO
,
MA
02035
N/A
CHARITABLE
5,000
CANTON DISCRETIONARY FUND
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
5,000
SPAN INC
105 CHAUNCY ST
BOSTON
,
MA
02011
N/A
CHARITABLE
5,000
BOSTON MEDICAL CENTER
801 MASS AVE
BOSTON
,
MA
02114
N/A
CHARITABLE
5,000
BIG SISTER OF GREATER BOSTON
161 MASSACHUSETTS AVE
BOSTON
,
MA
02035
N/A
CHARITABLE
5,000
JEWISH BIG BROTHER
333 NAHANTON STREET
NEWTON CENTER
,
MA
02154
N/A
CHARITABLE
5,000
CANTON DISCRETIONARY FUND
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
5,000
SCHOOL ON WHEELS
790 WEST CHESTNUT ST
BOSTON
,
MA
02124
N/A
CHARITABLE
4,500
BIG SISTER OF BOSTON
161 MASSACHUSETTS AVE
BOSTON
,
MA
02115
N/A
CHARITABLE
4,000
RODMAN FORD-FOXBORO HIGH SCHOOL
60 SOUTH ST
FOXBORO
,
MA
02035
N/A
CHARITABLE
3,900
CELEBRATION FOR KIDS (BRETT RODMAN)
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
3,068
THE BOSTON FOUNDATION
75 ARLINGTON STREET
BOSTON
,
MA
02116
N/A
CHARITABLE
3,000
OUTSIDE THE BOX
300 1ST AVE SUITE 300
NEEDHAM
,
MA
02494
N/A
CHARITABLE
3,000
CAMP HARBOR VIEW
200 CLAREDON STREET
BOSTON
,
MA
02116
N/A
CHARITABLE
3,000
WILDFLOWER CAMP FOUNDATION
PO BOX 8116
WELLESLEY HILLS
,
MA
02481
N/A
CHARITABLE
3,000
PROJECT PLACE
1145 WASHINGTON STREET
BOSTON
,
MA
02118
N/A
CHARITABLE
2,500
SHARE OUR STRENGTH
647 COLUMBUS AVE
BOSTON
,
MA
02114
N/A
CHARITABLE
2,500
JUNIOR ACHIEVEMENT
400 FIFTH AVE SUITE 300
BOSTON
,
MA
02118
N/A
CHARITABLE
2,500
TEMPLE KOL TIKVAH
9 DUNBAR ST
SHARON
,
MA
02067
N/A
CHARITABLE
2,500
SOCIETY OF ST JAMES THE APOSTLE
24 CLARK ST
BOSTON
,
MA
02109
N/A
CHARITABLE
2,500
DOROTHY NASH JOHNSON
10 LINCOLN RD
FOXBORO
,
MA
02035
N/A
CHARITABLE
2,500
FRANKLIN PREFORMANING ARTS
PO BOX 16
FRANKIN
,
MA
02038
N/A
CHARITABLE
2,500
CITIZENS FOR JUVENILE JUSTICE
44 SCHOOL STEET 400
BOSTON
,
MA
02108
N/A
CHARITABLE
2,500
RAISING A READER
9B HAMILTON PLACE
BOSTON
,
MA
02108
N/A
CHARITABLE
2,500
CELEBRATION FOR KIDS (CCHAPLIN)
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
2,490
CELEBRATION FOR KIDS-CCHAPLIN
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
2,430
CELEBRATION FOR KIDS (DHC BOSTON)
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
2,290
SPORTSMEN TENNIS CLUB
950 BLUE HILL AVE
DORCHESTER
,
MA
02124
N/A
CHARITABLE
2,000
SHALOH HOUSE CHABAD
29 CHESTNUT HILL AVE
BRIGHTON
,
MA
02135
N/A
CHARITABLE
2,000
CROSSROADS FOR KIDS
119 MYRTLE STREET
DUXBURY
,
MA
02332
N/A
CHARITABLE
2,000
SHALOH HOUSE
29 CHESTNUT HILL AVE
BRIGHTON
,
MA
02135
N/A
CHARITABLE
2,000
SHALOH HOUSE
29 CHESTNUT HILL AVE
BRIGHTON
,
MA
02135
N/A
CHARITABLE
2,000
CELEBRATION FOR KIDS (LENA HINZMAN)
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
2,000
SHALOH HOUSE
50 ETHYL WAY
STOUGHTON
,
MA
02072
N/A
CHARITABLE
2,000
SHALOH HOUSE
50 ETHYL WAY
STOUGHTON
,
MA
02072
N/A
CHARITABLE
2,000
SHALOH HOUSE
50 ETHYL WAY
STOUGHTON
,
MA
02072
N/A
CHARITABLE
2,000
TWELFTH BAPTIST CHURCH
160 WARREN STREET
ROXBURY
,
MA
02135
N/A
CHARITABLE
2,000
RON BURTON TRAINING VILLAGE
PO BOX 2
HUBBARDSTON
,
MA
04152
N/A
CHARITABLE
1,645
300 NEW ENGLAND
ONE FRANKLIN PARK RD
DORCHESTER
,
MA
02021
N/A
CHARITABLE
1,500
LABOURE CENTER
275 WEST BROADWAY
SOBOSTON
,
MA
02127
N/A
CHARITABLE
1,500
BOSTON HEALTH CARE FOR THE HOMELESS
780 ALBANY STREET
BOSTON
,
MA
02118
N/A
CHARITABLE
1,500
RAISLING A READER
9B HAMILTON PLACE
BOSTON
,
MA
02118
N/A
CHARITABLE
1,500
BETHANY HEALTH CARE CENTER
97 BETHANY RD
FRAMINGHAM
,
MA
01702
N/A
CHARITABLE
1,500
SHARON WASON MEMORIAL FUND
40 SOUTH STREET
FOXBORO
,
MA
02035
N/A
CHARITABLE
1,500
DAV-5K
C/O THE STATE HOUSE 546
BOSTON
,
MA
02133
N/A
CHARITABLE
1,500
CHRISTOPHER CATENESE CHARITABLE FOUNDATION
PO BOX 2661
WESTWOOD
,
MA
02090
N/A
CHARITABLE
1,500
CHARITY SPORTS PHOTOS
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
1,440
CHARLES RIVER CENTER
55 EAST MALITA HIGHWAY
NEEDHAM
,
MA
02494
N/A
CHARITABLE
1,250
BRANDEIS NATIONAL COMMITTEE
415 SOUTH STREET
WALTHAM
,
MA
02454
N/A
CHARITABLE
1,000
WALPOLE HIGH SCHOOL
275 COMMON ST
WALPOLE
,
MA
02081
N/A
CHARITABLE
1,000
IRELAND FUND
211 CONGRESS STREET
BOSTON
,
MA
02110
N/A
CHARITABLE
1,000
SISTER OF ST JOSEPH
637 CAMBRIDGE STREET
BRIGHTON
,
MA
02135
N/A
CHARITABLE
1,000
CANTON HIGH SCHOOL ATHLETICS
900 WASHINGTON STREET
CANTON
,
MA
02021
N/A
CHARITABLE
1,000
COMMUNITY SERVING
18 MARBURY TERRACE
JAMAICA PLAIN
,
MA
02130
N/A
CHARITABLE
1,000
THE JESUITS
PO BOX 9199
WATERTOWN
,
MA
02471
N/A
CHARITABLE
1,000
EDMUND BRABANTS MEMORIAL FUND
90 SHARON CT
BRIDGEWATER
,
MA
02324
N/A
CHARITABLE
1,000
OLD COLONY HOSPICE
1 CREDIT UNION WAY
RANDOLPH
,
MA
02368
N/A
CHARITABLE
1,000
MARY ANNE BRETT FOOD PANTRY
7 WEDMORE STREET
DORCHESTER
,
MA
02124
N/A
CHARITABLE
1,000
MARY ANNE BRETT FOOD PANTRY
7 WEDMORE STREET
DORCHESTER
,
MA
02124
N/A
CHARITABLE
1,000
SOUTH BOSTON NEIGHBORHOOD HOUSE
136 H STREET
SO BOSTON
,
MA
02127
N/A
CHARITABLE
1,000
BASMI
10 CHRISTY DR
BROCKTON
,
MA
02301
N/A
CHARITABLE
1,000
CANTON TOWN CLUB
PO BOX 35
CANTON
,
MA
02021
N/A
CHARITABLE
1,000
FATHER BILLS MAINSPRING
422 WASHINGTON STREET
QUINCY
,
MA
02169
N/A
CHARITABLE
1,000
DR MARTIN DUNNE FOUNDATION
150 MORRISSEY BLVD
BOSTON
,
MA
02125
N/A
CHARITABLE
1,000
RFK CHILDRENS ACTION CORP
11 BEACON STREET SUITE 820
BOSTON
,
MA
02108
N/A
CHARITABLE
1,000
PAN MASS CHALLENGE
77 4TH AVE
NEEDHAM
,
MA
02494
N/A
CHARITABLE
1,000
THE FORSYTH INSTITUTE
245 FRUIT STREET
CAMBRIDGE
,
MA
02142
N/A
CHARITABLE
1,000
HARMON MARCUS FUND
11 MARY WAY
FOXBORO
,
MA
02035
N/A
CHARITABLE
1,000
DUCHENNE MUSCULAR DYSTROPHY
99 PLEASANT GARDEN RD
CANTON
,
MA
02035
N/A
CHARITABLE
1,000
BAILEY'S TEAM FOR AUTISM
164 WESTDALE AVE
NO ATTLEBORO
,
MA
02760
N/A
CHARITABLE
1,000
DANIELLE STRUZZIERYS SCHOLARSHIP FUND
8 WARREN ST
HULL
,
MA
02045
N/A
CHARITABLE
1,000
HARBOR TO THE BAY
PO BOX 990243
BOSTON
,
MA
02199
N/A
CHARITABLE
1,000
CANTON HIGH SCHOOL BOOSTERS CLUB
900 WASHINGTON STREET
CANTON
,
MA
02021
N/A
CHARITABLE
1,000
JOE ANDRUZZI FOUNDATION
200 CHAUNCY STREET
MANSFIELD
,
MA
02048
N/A
CHARITABLE
1,000
CANTON YOUTH HOCKEY
PO BOX 215
CANTON
,
MA
02021
N/A
CHARITABLE
1,000
CARE TO COMMUNITIES
1320 CENTRE STREET
NEWTON CENTER
,
MA
02459
N/A
CHARITABLE
1,000
CARITAS COMMUNITIES
25 BRAINTREE HILL PK
BRAINTREE
,
MA
02184
N/A
CHARITABLE
1,000
CELEBRATION FOR KIDS
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
924
AMX-CELEBRATION FOR KIDS
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
893
CELEBRATION FOR KIDS (M MILLER)
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
890
CELEBRATION FOR KIDS (AUCTION ITEMS)
10 LINCOLN RD
FOXBORO
,
MA
02035
COMMON BOARD
CHARITABLE
875
PAN MASS CHALLENGE
77 4TH AVE
NEEDHAM
,
MA
02494
N/A
CHARITABLE
750
THE ELIOT NORTON AWARD
2 PARK PLAZA
BOSTON
,
MA
02116
N/A
CHARITABLE
600
THE CAM NEELY FOUNDATION FOR CANCER
30 WINTER ST SUITE 2
BOSTON
,
MA
02108
N/A
CHARITABLE
600
HURLEY ELEMETARY SCHOOL
70 WORCESTER STREET
BOSTON
,
MA
02118
N/A
CHARITABLE
552
CANTON LITTLE LEAGUE
5 TRUDY TERRACE
CANTON
,
MA
02116
N/A
CHARITABLE
550
THE JIMMY FUND
77 4TH AVE
NEEDHAM
,
MA
02494
N/A
CHARITABLE
500
MY BROTHERS KEEPER
PO BOX 338
NO EASTON
,
MA
02356
N/A
CHARITABLE
500
WALPOLE POP WARNER
21 WINDSOR RD
EAST WALPOLE
,
MA
02032
N/A
CHARITABLE
500
AMERICAN STUDENT CHARITIES
100 CAMBRIDE STREET
BOSTON
,
MA
02114
N/A
CHARITABLE
500
FRIENDS OF BETH
10 LINCOLN RD
FOXBORO
,
MA
02035
N/A
CHARITABLE
500
HUNAKAI STUDIO OF ART
263 CENTRAL ST
FOXBORO
,
MA
02035
N/A
CHARITABLE
500
GROSSMAN FAMILY FUND
130 WESTCHESTER DR
CANTON
,
MA
02021
N/A
CHARITABLE
500
FOXBORO PUBLIC SCHOOLS
60 SOUTH STREET
FOXBORO
,
MA
02035
N/A
CHARITABLE
500
SCHOOL ON WHEELS
790 WEST CHESTNUT ST
NEEDHAM
,
MA
02494
N/A
CHARITABLE
500
FOXBORO JAYCEES
8 POND AVE
FOXBORO
,
MA
02035
N/A
CHARITABLE
500
SPECIAL OLYMPICS
512 FOREST STREET
MARLBOROUGH
,
MA
01752
N/A
CHARITABLE
500
NOTRE DAME MONTESSORI SCHOOL
265 MT VERNON STREET
DORCHESTER
,
MA
02125
N/A
CHARITABLE
500
LABOURE CENTER
275 WEST BROADWAY
DORCHESTER
,
MA
02108
N/A
CHARITABLE
500
MY BROTHERS KEEPER
PO BOX 338
NO EASTON
,
MA
02356
N/A
CHARITABLE
500
SUNSET POINT CAMP
169 COURT STREET
BROCKTON
,
MA
02302
N/A
CHARITABLE
500
COLLEGE BOUND
18 SAMOSET ST
DORCHESTER
,
MA
02021
N/A
CHARITABLE
500
PAN MASS CHALLENGE
77 4TH AVE
NEEDHAM
,
MA
02494
N /A
CHARITABLE
500
GO FUND ME
AARON RICE BRIDLE PATH RD
PLAINVILLE
,
MA
02762
N/A
CHARITABLE
500
THE BASE
11 WALNUT PARK
ROXBURY
,
MA
02119
N/A
CHARITABLE
500
TRAVIS ROY FOUNDATION
75 STATE ST
BOSTON
,
MA
02109
N/A
CHARITABLE
500
THE GREATER BOSTON FOOD BANK
70 SOUTH BAY AVE
BOSTON
,
MA
02118
N/A
CHARITABLE
500
MARK MAYNARD
10 LINCOLN RD
FOXBORO
,
MA
02035
N/A
CHARITABLE
500
DANIEL'S TABLE
102 FOUNTAIN STREET
FRAMINGHAM
,
MA
01702
N/A
CHARITABLE
500
CATHOLIC CHARITIES BOSTON
51 SLEEPER ST
BOSTON
,
MA
02101
N/A
CHARITABLE
500
BOSTON POLICE RELIEF ASSOC
1249 HYDE PARK AVE
HYDE PARK
,
MA
02136
N/A
CHARITABLE
500
POR CRISTO
77 WARREN ST
BOSTON
,
MA
02135
N/A
CHARITABLE
500
PAN MASS CHALLENGE
77 4TH AVE
NEEDHAM
,
MA
02194
N/A
CHARITABLE
450
EJB MEMORIAL
C/O TD BANK 127 SOUTH ST
CANTON
,
MA
02021
N/A
CHARITABLE
400
BAMSI
10 CHRISTY DR
BROCKTON
,
MA
02301
N/A
CHARITABLE
400
BULLDOG HOCKEY
35 SULLIVAN WAY
CANTON
,
MA
02021
N/A
CHARITABLE
400
CANTON COMMUNITY THEATRE
95 WASHINGTON STREET
CANTON
,
MA
02021
N/A
CHARITABLE
350
VETERENS OF MASS
306 WINTHROP STREET
TAUNTON
,
MA
02780
N/A
CHARITABLE
300
CANTON HIGH SCHOOL ALL NIGHT GRADUATION
183 SHERMAN ST
CANTON
,
MA
02021
N/A
CHARITABLE
300
AAUW-CANTON BRANCH
38 CEDARCREST RD
CANTON
,
MA
02021
N/A
CHARITABLE
300
NPHUSA
265 WILLARD ST
QUINCY
,
MA
02169
N/A
CHARITABLE
300
GREYHOUND FRIENDS
167 SADDLE HILLS RD
CANTON
,
MA
02021
N/A
CHARITABLE
300
THE BRIDGE CENTER
470 PINE ST
BRIDGEWATER
,
MA
02324
N/A
CHARITABLE
300
KING PHILLIP POP WARNER FOOTBALL
PO BOX 671
WRENTHAM
,
MA
02093
N/A
CHARITABLE
300
MISS JUNIOR TEEN
10 LINCOLN RD
FOXBORO
,
MA
02035
N/A
CHARITABLE
300
BOBBY MARKS MEMORIAL
64 PARKSIDE AVE
BRAINTREE
,
MA
02184
N/A
CHARITABLE
300
OLD COLONY HOSPICE
1 CREDIT UNION WAY
SHARON
,
MA
02067
N/A
CHARITABLE
300
THE SCOTT HERR MEMORIAL
1 ROBERTS RD
CANTON
,
MA
02021
N/A
CHARITABLE
300
CSI CHARITABLE FOUNDATION
453 SO MAIN ST
ATTLEBORO
,
MA
02703
N/A
CHARITABLE
300
DRESS FOR SUCCESS
989 COMMONWEALTH AVE
BOSTON
,
MA
02115
N/A
CHARITABLE
300
HOCKOMOCK YMCA
300 ELMWOOD ST
NO ATTLEBORO
,
MA
02760
N/A
CHARITABLE
300
FOXBORO FUND
40 SOUTH ST
FOXBORO
,
MA
02035
N/A
CHARITABLE
300
LABOURE CENTER
275 WEST BROADWAY
SO BOSTON
,
MA
02127
N/A
CHARITABLE
300
GREYHOUND FRIENDS
167 SADDLE HILLS RD
HOPKINGTON
,
MA
01748
N/A
CHARITABLE
300
CUMBERLAND LINCOLN BOYS & GIRLS CLUB
PO BOX 7505
CUMERLAND
,
RI
02864
N/A
CHARITABLE
300
THE SPORTS MUSEUM
100 LEGEND WAY
BOSTON
,
MA
02114
N/A
CHARITABLE
300
NORFOLK GIRLS SOFTBALL
PO BOX 467
NORFOLK
,
MA
02056
N/A
CHARITABLE
250
FRIENDS OF NORFOLK
139 MAIN ST
NORFOLK
,
MA
02056
N/A
CHARITABLE
250
DEAN S LUCE SCHOOL
45 INDEPENDENCE ST
CANTON
,
MA
02021
N/A
CHARITABLE
250
NORFOLK LIONS CLUB
PO BOX 406
NORFOLK
,
MA
02056
N/A
CHARITABLE
250
SAGRA
PO BOX 3696
SO ATTLEBORO
,
MA
02703
N/A
CHARITABLE
250
THE FRIENDS OF NORRIS COTTON CANCER CENTER
1 MEDICAL CENTER DR
LEBANON
,
NH
03756
N/A
CHARITABLE
250
MASSACHUSETTS MARITIME ACADEMY
101 ACADEMY DR
BUZZARDS BAY
,
MA
02532
N/A
CHARITABLE
250
PAN MASS CHALLENGE
77 4TH AVE
NEEDHAM
,
MA
02494
N/A
CHARITABLE
250
MASS HOSPITAL SCHOOL
RANDOLPH STREET
CANTON
,
MA
02021
N/A
CHARITABLE
250
THE HOME FOR LITTLE WANDERERS
271 HUNTINGTON AVE
BOSTON
,
MA
02115
N/A
CHARITABLE
250
RIDGE CHARITABLE TRUST
700 WEST STREET
BRAINTREE
,
MA
02184
N/A
CHARITABLE
250
STONEHILL COLLEGE HOCKEY
320 WASHINGTON ST
STOUGHTON
,
MA
02072
N/A
CHARITABLE
250
THE GRID IRON CLUB
PO BOX 571
IPSWICH
,
MA
01938
N/A
CHARITABLE
250
NORTON BASKETBALL ASSOCIATION
PO BOX 220
NORTON
,
MA
02056
N/A
CHARITABLE
250
ALZHIEMERS ASSOCIATION
EPOCH OF SHARON
SHARON
,
MA
02067
N/A
CHARITABLE
250
BRISTOL COMMUNITY COLLEGE
777 ELSBREE ST
FALL RIVER
,
MA
02720
N/A
CHARITABLE
250
FOXBORO LADY HOOPSTERS
13 DANIELS STREET
FOXBORO
,
MA
02035
N/A
CHARITABLE
250
WAMPANOAG ROAD RACE
PO BOX 2526
ATTLEBORO FALLS
,
MA
02760
N/A
CHARITABLE
250
WALPOLE LITTLE LEAGUE
4 KENNEDY LANE
WALPOLE
,
MA
02081
N/A
CHARITABLE
200
WALPOLE REBEL BASKETBALL
14 JOAL AVE
WALPOLE
,
MA
02081
N/A
CHARITABLE
200
OLD POST ROAD ELEMENTRY PARENT ADISORY
99 OLD POST RD
WALPOLE
,
MA
02081
N/A
CHARITABLE
200
CYSTIC FIBROSIS
505 VILLAGE LANE
BELLLINGHAM
,
MA
02019
N/A
CHARITABLE
200
DORCASS INTERACTIVE
220 ELMWOOD AVE
PROVIDENCE
,
RI
02907
N/A
CHARITABLE
200
NORTON POP WARNER
7 SHELLEY RD
NORTON
,
MA
02766
N/A
CHARITABLE
200
WALPOLE CHARITIES FUND
7 GLENWOOD AVE
WALPOLE
,
MA
02081
N/A
CHARITABLE
200
ALZHIEMERS SUPPORT GROUP
600 TAMIAMI TRAIL
NAPLES
,
FL
34102
N/A
CHARITABLE
200
CAMY'S 5 K RUN
19 CHAPMAN STREET
WALPOLE
,
MA
02081
N/A
CHARITABLE
200
NATIONAL SHRINE OF OUR LADY OF LASALETE
947 PARK AVE
ATTLEBORO
,
MA
02703
N/A
CHARITABLE
200
FOXBORO FIREFIGHTERS
8 CHESTNUT STREET
FOXBORO
,
MA
02035
N/A
CHARITABLE
200
NORTON YOUTH BASEBALL
3 GOFF RD
NORTON
,
MA
02766
N/A
CHARITABLE
150
ONE MISSION CHILDRENS HOSPITAL
1881 WORCESTER RD
FRAMINGHAM
,
MA
01701
N/A
CHARITABLE
150
FOXBORO TOUCHDOWN CLUB
PO BOX 465
FOXBORO
,
MA
02035
N/A
CHARITABLE
150
RON BURTON TRAINING VILLAGE
PO BOX 2
HUBBARDSTON
,
MA
01452
N/A
CHARITABLE
150
HUNAKI ART STUDIO
263 CENTRAL ST
FOXBORO
,
MA
02035
N/A
CHARITABLE
150
FOXBORO LIONS CLUB
PO BOX 446
FOXBORO
,
MA
02035
N/A
CHARITABLE
100
FOXBORO SOCCER
106 MECHANIC STREET
FOXBORO
,
MA
02035
N/A
CHARITABLE
100
CANTON CLASS OF 1976
96 GREEN DR
STOUGHTON
,
MA
02072
N/A
CHARITABLE
100
CHRISTINA POPO
19 HAMPTON CT
E WALPOLE
,
MA
02032
N/A
CHARITABLE
100
Total
.................................
3a
335,767
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2015)
Form 990-PF (2015)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash investments
...........
14
24
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than inventory
............
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
..
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
24
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
24
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2015)
Form 990-PF (2015)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)?
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2015)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Attach to Form 990, 990-EZ, or 990-PF.
Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at
www.irs.gov/form990
.
OMB No. 1545-0047
20
15
Name of the organization
RODMAN FORD SALES INC CHARITABLE TRUST
Employer identification number
22-2780804
Organization type
(check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)(
) (enter number) organization
4947(a)(1) nonexempt charitable trust
not
treated as a private foundation
527 political organization
Form 990-PF
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the
General Rule
or a
Special Rule.
Note.
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33
1
/3
% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of
(1)
$5,000 or
(2)
2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000
exclusively
for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions
exclusively
for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an
exclusively
religious, charitable, etc., purpose. Do not complete any of the parts unless the
General Rule
applies to this organization because it received
nonexclusively
religious, charitable, etc., contributions totaling $5,000 or more during the year
.........
$
Caution.
An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it
must
answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613X
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page
2
Name of organization
RODMAN FORD SALES INC CHARITABLE TRUST
Employer identification number
22-2780804
Part I
Contributors
(see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
DON AND MARILYN FOUNDATION
ROUTE ONE
FOXBORO
,
MA
02035
$
95,000
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
R R REALTY COMPANY
ROUTE ONE
FOXBORO
,
MA
02035
$
256,952
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
RODMAN FIVE REALTY TRUST
ROUTE ONE
FOXBORO
,
MA
02035
$
18,250
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page
3
Name of organization
RODMAN FORD SALES INC CHARITABLE TRUST
Employer identification number
22-2780804
Part II
Noncash Property
(see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
$
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
$
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
$
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
$
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
$
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
$
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page
4
Name of organization
RODMAN FORD SALES INC CHARITABLE TRUST
Employer identification number
22-2780804
Part III
Exclusively
religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns
(a)
through
(e) and
the following line entry. For organizations completing Part III, enter the total of
exclusively
religious, charitable, etc., contributions of
$1,000 or less
for the year. (Enter this information once. See instructions.)
$
Use duplicate copies of Part III if additional space is needed.
(a)
No.from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No.from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No.from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No.from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Additional Data
Software ID:
Software Version:
-
TIN:
TY 2015 OtherExpensesSchedule
Name:
RODMAN FORD SALES INC CHARITABLE TRUST
EIN:
22-2780804
Description
Revenue and Expenses per Books
Net Investment Income
Adjusted Net Income
Disbursements for Charitable Purposes
MISCELLANEOUS EXPENSE
6,724
0
0
0