Rome Charitable Trust
Rome Charitable Trust is a private foundation based in Eagan, Minnesota. Its 2025 filing reports 23 grants totaling $20,149 to charitable organizations, including organizations addressing health care, elder services, food access, and other needs.
Rome Charitable Trust at a glance
In short: Rome Charitable Trust gave $20K across 23 grants in 2025 (avg $876.043), mostly in Massachusetts. 17% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,149
- -20.3% vs 2024
- Grants made (2025)
- 23
- +0.0% vs 2024
- Average grant
- $876
- -20.3% vs 2024
- Median grant
- $500
- Total assets
- $139,460
- +1.7% vs 2024
- New grantees (estimate)
- 17% first-time grantees (4 of 23, 2025; small sample)
- Primary geography
- Massachusetts (64% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Rome Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 64193, Eagan, MN 55164
Phone: (888) 265-7962
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Rome Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Beth Israel Deaconess Med Ctr ($4K). Together the top 10 received $16K.
Grant Size Distribution
129 grants across all recorded years
The most common grant size was under $50K: 129 grants of 129 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 64% of grant dollars went to recipients in Massachusetts, 12% to Colorado, 10% to New York, 6% to Washington, D.C., and 4% to Illinois. The listed grants also include recipients in Missouri.
Grant Distribution by State
Share of 2025 grant dollars across all 23 itemized grants.
States
Cities
Is Rome Charitable Trust open to new grantees?
17%
first-time grantees, 2025
In 2025, 4 of 23 grantees (17%) were first-time recipients. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $602; repeat grants $934. How we count
Medians: $600 first-time, $500 repeat.
- 83% of 2025 grantees were also funded in 2024. Method
- Giving fell 30% from 2022 to 2025. Method
- In 2025 it paid out 83% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $20K (2025) to $29K (2022). In 2025 it made 23 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Beth Israel Deaconess Med Ctr Boston, MA | Hospital | $4,030 |
| Hebrew Seniorlife Boston, MA | Respect & Promote Elder | $4,030 |
| Combined Jewish Philanthropies Boston, MA | Care for the Vulnerable | $2,015 |
| American Friends of the Hebrew Universit New York, NY | Strengthen Hebrew | $1,209 |
| Kehillath Israel Brookline, MA | General Operating | $1,007 |
| Jewish Family Childrens Svc Waltham, MA | General Operating | $1,007 |
| Feeding America Chicago, IL | General Operating | $800 |
| World Central Kitchen Washington, DC | General Operating | $790 |
| University of Colorado Foundation Denver, CO | General Operating | $604 |
| St Vincent De Paul Society St. Louis, MO | General Operating | $501 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $139,460 | $33,266 | $30,885 | $20,149 | 23 | $25,297 | $30,264 | $30,633 |
| 2024 | $137,080 | $15,229 | $41,875 | $25,292 | 23 | $35,522 | $11,862 | $30,380 |
| 2023 | $163,725 | $29,559 | $33,129 | $25,912 | 28 | $27,747 | $26,726 | $27,126 |
| 2022 | $167,296 | $27,183 | $37,553 | $28,800 | 27 | $31,121 | $20,607 | $28,235 |
| 2021 | $177,666 | $14,219 | $29,187 | $23,040 | 28 | $24,513 | $10,332 | $30,278 |
| 2020 | $192,633 | $34,312 | $25,570 | $20,946 | 27 | — | $30,844 | $24,191 |
| 2019 | $183,894 | $14,634 | $27,307 | $21,178 | 28 | — | $9,189 | $23,604 |
Under IRS private-foundation payout rules, Rome Charitable Trust reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its listed 2025 grants show support for organizations including hospitals, social services, food relief, education, and research. For example, Feeding America describes its mission as advancing change by ensuring equitable access to nutritious food, while World Central Kitchen says it provides meals in response to humanitarian, climate, and community crises. These are the grantees’ stated missions, not the trust’s.
Grantmaking
In filing year 2025, the trust made 23 grants totaling $20,149. Grants ranged from $150 to $4,030, with a median of $500.
Among the largest reported grants were $4,030 to Beth Israel Deaconess Medical Center for “HOSPITAL,” $4,030 to Hebrew SeniorLife for “RESPECT & PROMOTE ELDER,” and $2,015 to Combined Jewish Philanthropies for “CARE FOR THE VULNERABLE.” Other grants included $1,209 to American Friends of the Hebrew University for “STRENGTHEN HEBREW,” $1,007 each to Kehillath Israel and Jewish Family Children’s Service for “GENERAL OPERATING,” and $800 to Feeding America for “GENERAL OPERATING.” World Central Kitchen received $790 for “GENERAL OPERATING.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Boston Trust Investment Management Co. and Joan Rome Successor Co-Trustee as co-trustees.
Rome Charitable Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Boston Trust Inv Mgmt Co
Co-Trustee
On filings since 2019
$3K (2019) → $4K (2025)
Joan Rome Successor Co-Trustee
Co-Trustee
On filings since 2019
$400 (2021) → $0 (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to Boston Trust INV Mgmt CO (Co-Trustee).
Frequently asked questions about Rome Charitable Trust
How much does Rome Charitable Trust give each year?
Rome Charitable Trust gave $20K across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 23 grants.
What is Rome Charitable Trust's typical grant size?
Rome Charitable Trust's median grant in 2025 was $500, and its average grant was $876, across 23 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Rome Charitable Trust that year got $602 on average.
Where does Rome Charitable Trust give grants?
Rome Charitable Trust gives mostly in Massachusetts: 64% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Colorado (12%) and New York (10%). The most frequent recipient cities were Boston, MA (6 grants), New York, NY (4 grants), Colorado Springs, CO (4 grants) and Denver, CO (2 grants).
Does Rome Charitable Trust give general operating support?
Yes: 74% of Rome Charitable Trust's 2025 grants with a stated purpose (17 of 23) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Rome Charitable Trust's largest grantees?
Rome Charitable Trust's largest 2025 grantees include Beth Israel Deaconess Med Ctr ($4,030), Hebrew Seniorlife ($4,030) and Combined Jewish Philanthropies ($2,015), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Rome Charitable Trust?
Rome Charitable Trust reported $139K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $31K (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.
What does Rome Charitable Trust fund?
No mission statement for the trust is provided. Its listed 2025 grants show support for organizations including hospitals, social services, food relief, education, and research. See mission & focus areas ↑
How do I apply for a grant from Rome Charitable Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Rome Charitable Trust's EIN?
Rome Charitable Trust's EIN (Employer Identification Number) is 04-6017410. IRS Form 990 filing data is available on this page for 2019–2025.
Does Rome Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 27, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
Explore Open Grants
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