Rome Charitable Trust FY2024 filing

Tax-deductible

Eagan, MN501(c)(3)EIN 04-6017410

501(c)(3) charity; gifts are tax-deductible.
$1K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $7K a year · 29% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$1K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
990-PF Pt VIII
Cash reserves
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$15K
-48% vs prior year
Spent
$42K
Net assets
$137K
By yearFY2020–FY2025
Revenue
$15K
FY2024▼ -48%
Revenue by fiscal year
FY2020$34K
FY2021$14K
FY2022$27K
FY2023$30K
FY2024$15K
FY2025$33K
Expenses
$42K
FY2024▲ +26%
Expenses by fiscal year
FY2020$26K
FY2021$29K
FY2022$38K
FY2023$33K
FY2024$42K
FY2025$31K
Net assets
$137K
FY2024▼ -16%
Net assets by fiscal year
FY2020$193K
FY2021$178K
FY2022$167K
FY2023$164K
FY2024$137K
FY2025$139K

From the FY2024 Form 990 · see the original

You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 60% · $25K Operating & administrative 40% · $17K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

2 people listed on the 990-PF; $1K paid to officers and key staff.

Part VII, Section A · reportable compensation
$1,155Pt VII · Sec A
$100Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023
Boston Trust Inv Mgmt Co$3,951$1,155$3,477
Joan Rome Successor Co-Trustee—$100$300

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Rome Charitable Trust executive salaries →

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Programs and updates

A private foundation based in Eagan, MN.

Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 23 grants · $20K · 2025–2025
Hebrew SeniorlifeFY2025$4,030
Beth Israel Deaconess Med CtrFY2025$4,030
Combined Jewish PhilanthropiesFY2025$2,015
American Friends of the Hebrew UniversitFY2025$1,209
Jewish Family Childrens SvcFY2025$1,007
Kehillath IsraelFY2025$1,007
Feeding AmericaFY2025$800
World Central KitchenFY2025$790
University of Colorado FoundationFY2025$604
St Vincent De Paul SocietyFY2025$501
Rocky Mountain Womens FilmFY2025$500
American Red CrossFY2025$500
National Jewish HealthFY2025$403
Boston UniversityFY2025$403
Casa of the Pikes Peak RegionFY2025$400
Doctors Without Borders USAFY2025$300
Childrens Literacy CenterFY2025$300
National Multiple Sclerosis SocietyFY2025$300
See all 23 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$876
Median grantPart XV$500
Largest grantPart XV$4K

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$15K
Investment income$15K
Money out
$42K
Grants paid$25K
Running costs$17K
Owns and owes
$137K
net assets
Cash and savings$3K
Total assets$137K
Liabilities$0
People
2
listed
Paid2
2In more detail
Revenue in detail
Investment income$15K
Total revenue$15K
Assets in detailEnd of year
Cash and savings together$3K
Total assets$137K
Liabilities$0
Net assets$137K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $33K$31K$2K$139K 990 PDF
FY2024 Viewing $15K$42K−$27K$137K 990 PDF
FY2023 $30K$33K−$4K$164K 990 PDF
FY2022 $27K$38K−$10K$167K 990 PDF
FY2021 $14K$29K−$15K$178K 990 PDF
FY2020 $34K$26K$9K$193K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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