James W Rollins Charitable Trust #1257898
James W Rollins Charitable Trust #1257898 is a private foundation, based in Boston, MA. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $1.2M in total assets. In 2026, it made $3K in qualifying distributions. Net investment income was $165K.
Key facts about James W Rollins Charitable Trust #1257898
- EIN
- 04-6903752
- Latest 990 filing
- Form 990-PF, 2026
- Total assets
- $1,165,544
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$1.2M
+14.8% YoY
Revenue
$177K
+0.4% YoY
Qualifying Distributions
$3K
-95.4% YoY
Expenses
$26K
-68.6% YoY
Under IRS private-foundation payout rules, James W Rollins Charitable Trust #1257898 reported a distributable amount of $77K for 2026 — the minimum it must pay out in qualifying distributions.
How James W Rollins Charitable Trust #1257898 gives
- Giving held roughly steady from 2022 to 2025 (+17%). Method
- In 2026 it paid out 4% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $52K (2022) to $75K (2023). In 2025 it made 3 grants totaling $60K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2026.
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $1,165,544 | $1,015,427 | $922,648 |
| Revenue | $176,813 | $176,163 | $78,368 |
| Expenses | $26,303 | $83,850 | $98,925 |
| Qualifying Distributions | $2,863 | $62,598 | $72,431 |
| Net Investment Income | $164,687 | $158,725 | $52,383 |
| Distributable Amount | $76,937 | $71,287 | $66,134 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 6, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
James W Rollins Charitable Trust #1257898's 2026 filing lists 2 officers; all 2 officers listed in 2026 are compensated.
Officers on the 2026 filing
Lawrence B. Cohen Esq.
Co-Trustee
On filings since 2021
1 hr/week
$3K (2021) → $4K (2026)
Eastern Bank
Trustee
On filings since 2025
1 hr/week
$3K (2025) → $4K (2026)
Former officers (1)
- Former: Cambridge Trust Company (2021–2024) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $4K, to Eastern Bank (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about James W Rollins Charitable Trust #1257898
How large is James W Rollins Charitable Trust #1257898?
James W Rollins Charitable Trust #1257898 reported $1.2M in total assets on its 2026 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $77K (roughly 5% of its investment assets).
Where does James W Rollins Charitable Trust #1257898 operate?
James W Rollins Charitable Trust #1257898 has awarded grants in Illinois, Massachusetts.
What is James W Rollins Charitable Trust #1257898's EIN?
James W Rollins Charitable Trust #1257898's EIN (Employer Identification Number) is 04-6903752. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching James W Rollins Charitable Trust #1257898 by hand.
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