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.
James W Rollins Charitable Trust #1257898 at a glance
- Total assets
- $1,165,544
- +14.8% vs 2025
- Revenue (2026)
- $176,813
- +0.4% vs 2025
- Qualifying distributions (2026)
- $2,863
- -95.4% vs 2025
- Expenses (2026)
- $26,303
- -68.6% vs 2025
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who James W Rollins Charitable Trust #1257898 funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Youth Guidance Chicago, IL | General Operating | $20,000 |
| Zumix East Boston, MA | General Operating | $20,000 |
| Silverlining Mentoring Boston, MA | General | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,165,544 | $176,813 | $26,303 | — | — | $2,863 | $164,687 | $76,937 |
| 2025 | $1,015,427 | $176,163 | $83,850 | $60,000 | 3 | $62,598 | $158,725 | $71,287 |
| 2024 | $922,648 | $78,368 | $98,925 | $70,000 | 2 | $72,431 | $52,383 | $66,134 |
| 2023 | $965,081 | $100,918 | $95,318 | $75,000 | 3 | $78,650 | $84,441 | $72,391 |
| 2022 | $955,249 | $74,587 | $80,855 | $51,500 | 3 | $56,128 | $49,196 | $75,551 |
| 2021 | $962,263 | $93,278 | $84,210 | $60,000 | 2 | — | $75,175 | $66,490 |
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.
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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data update history
(2)
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
Live grants for the work James W Rollins Charitable Trust #1257898 funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in James W Rollins Charitable Trust #1257898's focus areas in our free grants database
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