James W Rollins Charitable Trust #1257898

Private foundation · Grantmaker Boston, MA EIN: 04-6903752

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.

Your AI grants department

Ready to take the next step with James W Rollins Charitable Trust #1257898?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

SalemEast BostonBostonChelseaChicagoDracut

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K2 grants20213 grants20223 grants20232 grants20243 grants20250 grants2026

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

11<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K202120222023202420252026
Metric202620252024
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

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS July 6, 2026)
  2. 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

Eastern Bank — Trustee: $4KEastern BankTrustee$4KLawrence B Cohen Esq — Co-Trustee: $4KLawrence B Cohen EsqCo-Trustee$4K

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.

Your AI grants department

Here's the math on researching James W Rollins Charitable Trust #1257898 by hand.

Explore Open Grants

Browse active grant opportunities in James W Rollins Charitable Trust #1257898's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Sarah W Rollins Charitable Trust Dated

Boston, MA

Assets

$3.0M

Grants

6

Total Given

$150K

Liberty Mutual Foundation Inc

Boston, MA

Liberty Mutual Foundation funds nonprofits working on basic needs such as food and shelter, education and workforce development, and climate and community infrastructure, primarily in the Boston area, with grants also made in other states. Its 2024 grants had a median of $35,000 and ranged from $2,500 to $11 million; it accepts online applications on a rolling basis, with no stated deadlines.

Philanthropy, Voluntarism & Grantmaking

Assets

$46.1M

Grants

706

Total Given

$50.6M

Eastern Bank Foundation

Wakefield, MA

Eastern Bank Foundation funds systemic efforts to advance economic inclusion and mobility, including small-business equity, early childhood development, affordable housing, and workforce development. Its programs range from $1,000–$10,000 for Community Donations, up to $15,000 for CITC Grants, and $50,000–$150,000 for Impact Grants; it supports organizations primarily in Massachusetts, New Hampshire, and Rhode Island. The foundation accepts online applications, with no specific submission deadlines stated.

Assets

$266.7M

Grants

1,786

Total Given

$19.0M

Boston Foundation Inc

Boston, MA

The Boston Foundation funds equity-focused work in child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer awards from up to $15,000 to $50,000; it accepts applications through some competitive initiatives, but whether it accepts unsolicited requests generally is not stated.

Assets

$2.1B

Grants

2,375

Total Given

$228.4M

Riley Mabel Louise Tr Uwill

Pittsburgh, PA

The foundation supports education, human services, neighborhood revitalization, arts access, youth and foster-care programs, job training, and affordable housing, with particular consideration for children and youth. Main-program grants normally range from $50,000 to $100,000, chiefly for Massachusetts nonprofits serving people in Boston and its neighborhoods; its neighborhood small-grants fund offers $500–$5,000 in parts of Roxbury and Dorchester. Application information is referenced, but whether it accepts unsolicited requests is not stated.

Assets

$47.3M

Grants

69

Total Given

$3.7M

Amelia Peabody Foundation

Topsfield, MA

The Amelia Peabody Foundation supports Massachusetts nonprofits serving children and families, especially in under-resourced communities, with operating, program, and capital grants; it has a particular focus on communities outside Greater Boston. In 2024, grants ranged from $5,000 to $500,000, with a median award of $40,000.

Assets

$165.5M

Grants

152

Total Given

$8.7M

Amelia Peabody Charitable Fund Trust

Boston, MA

The fund supports Massachusetts nonprofits with capital projects and capital purchases in human or animal medicine, social welfare, visual arts, historic preservation, and land conservation. In 2024, grants ranged from $15,000 to $4 million, with a median of $90,000. It invites eligible organizations to apply online, with required printed materials also due by the deadline.

Philanthropy, Voluntarism & Grantmaking

Assets

$121.5M

Grants

54

Total Given

$15.2M

The Cabot Family Charitable Trust

Boston, MA

The Cabot Family Charitable Trust funds arts and culture, education and youth development, conservation, health and human services, and civic programs, with a preference for work serving young people and young children. Its 2024 grants ranged from $5,000 to $50,000, with a median of $25,000, primarily for organizations in Boston and nearby communities; it also considers organizations with Cabot family philanthropic ties. Its 2024 filing says it does not accept unsolicited requests, though its website describes an open application process.

Assets

$55.8M

Grants

82

Total Given

$2.2M

Bushrod H Campbell & Adah F Hall

Boston, MA

The foundation supports services for elderly and infirm people, homelessness, education, social justice, and economic opportunity, generally in the Boston area; reproductive health grants may support local or international work by U.S.-based nonprofits. In 2025, grants ranged from $5,000 to $107,033, with a median of $8,000. It does not accept unsolicited requests and gives only to preselected organizations.

Assets

$15.6M

Grants

201

Total Given

$1.7M

Barr Foundation

Boston, MA

Barr Foundation funds arts and creativity, climate, education, and related initiatives, primarily supporting organizations and leaders in New England. Its 2024 grants ranged from $100 to $3.275 million, with a median of $80,000. It welcomes inquiries through program pages and occasionally issues open requests for proposals; most grants go to returning partners.

Assets

$1.9B

Grants

903

Total Given

$123.2M

Cummings Foundation Grants Inc (Fka Oneworld Boston Inc)

Woburn, MA

The foundation supports nonprofits focused on human services, education, healthcare, fairness and justice, and environmental causes, primarily in greater Boston and eastern Massachusetts, with limited support for Rwanda’s recovery. Its 2024 grants ranged from $1,000 to $3.5 million, with a median of $35,000; it accepts letters of inquiry through an online portal for its local grant program.

Philanthropy, Voluntarism & Grantmaking

Assets

$258.2M

Grants

658

Total Given

$38.2M

More Funders in Massachusetts

James W Rollins Charitable Trust #1257898 down — hundreds of funders to go?

Want AI to do this for you?