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Nonprofit · EIN 04-6017410

ROME CHARITABLE TRUST

Tax-exempt · SAINT PAUL, MN 55164

Financials

$30K$33K2023$15K$42K2024$33K$31K2025
Revenue Expenses · by fiscal year end
Financials of ROME CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$33,266$30,885$2,381$139,460$0$139,460
December 31, 2024990-PF$15,229$41,875-$26,646$137,080$0$137,080
December 31, 2023990-PF$29,559$33,129-$3,570$163,725$0$163,725
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$10,716
Net gain from sales of assets
$22,511
Other income
$39

Expenses

Grants and similar amounts paid
$20,149
Compensation of officers, directors and key employees
$3,951
Disbursements for charitable purposes
$25,297
Excise tax on investment income
$421

Balance sheet and other

Total assets, start of year
$137,080
Total assets, end of year
$139,460
Total liabilities, end of year
$0
Net assets, end of year
$139,460
Fair market value of assets
$633,985
Qualifying distributions
$25,297
Net investment income
$33,227

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BOSTON TRUST INV MGMT CO
ONE BEACON ST 33RD FL, BOSTON, MA 02108
CO-TRUSTEE0$3,951
JOAN ROME SUCCESSOR CO-TRUSTEE
4117 GREAT MEADOW RD, DEDHAM, MA 02026
CO-TRUSTEE0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
BOSTON TRUST INV MGMT CO
ONE BEACON ST 33RD FL, BOSTON, MA 02108
CO-TRUSTEE0$1,155
JOAN ROME SUCCESSOR CO-TRUSTEE
4117 GREAT MEADOW RD, DEDHAM, MA 02026
CO-TRUSTEE0$100
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
BOSTON TRUST INV MGMT CO
ONE BEACON ST 33RD FL, BOSTON, MA 02108
CO-TRUSTEE0$3,477
JOAN ROME SUCCESSOR CO-TRUSTEE
4117 GREAT MEADOW RD, DEDHAM, MA 02026
CO-TRUSTEE0$300

Address and contacts

Address (IRS master file)
PO BOX 64193, SAINT PAUL, MN 55164-0193
In care of
% UNITED STATES TRUST CO
Signed the 990-PF
BOSTON TRUST WALDEN BY, TAX MANAGER
Phone
(888) 265-7962
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6017410
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1974
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$139,460
Income (IRS master file)
$43,678

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$33,266$30,885$139,460IRS
990-PFDecember 2024$15,229$41,875$137,080IRS
990-PFDecember 2023$29,559$33,129$163,725XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6017410).

Questions about ROME CHARITABLE TRUST

What is the EIN of ROME CHARITABLE TRUST?
The employer identification number (EIN) of ROME CHARITABLE TRUST is 04-6017410.
Is ROME CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to ROME CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROME CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ROME CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROME CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ROME CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $3,951 (BOSTON TRUST INV MGMT CO, CO-TRUSTEE).
How much revenue does ROME CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $33,266, expenses of $30,885 and total assets of $139,460 at year end.

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