Young Rourke Charitable Foundation Tr U A 04182006

Lisa Y Rourke Ttee

Belmont, MA
Tax-exempt since July 2006
EIN: 54-6692838

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$164k (2024)

Expenses

$204k (2024)

Total Assets

$3.47M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$164,011

Expenses

$204,290

Net Income

-$40,279

Net Assets

$3,473,652

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,336	50.2%
Sales of Assets	$27,919	17.0%
Other Income	$53,756	32.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,848	98.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,473,652
Total Liabilities	$0
Net Assets	$3,473,652

Compensation

Key Employees and Officers	Compensation	Other
Lisa Rourke (Trustee)	$0	$0

990-PF

Filed on May 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$134,764

Expenses

$167,676

Net Income

-$32,912

Net Assets

$3,514,100

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,422	58.2%
Sales of Assets	$27,947	20.7%
Other Income	$28,395	21.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,804	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,514,100
Total Liabilities	$0
Net Assets	$3,514,100

Compensation

Key Employees and Officers	Compensation	Other
Lisa Rourke (Trustee)	$0	$0

990-PF

Filed on May 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$74,819

Expenses

$233,808

Net Income

-$158,989

Net Assets

$3,546,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$107	0.1%
Dividends	$69,647	93.1%
Sales of Assets	-$13,094
Other Income	$18,159	24.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$224,990	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,546,637
Total Liabilities	$0
Net Assets	$3,546,637

Compensation

Key Employees and Officers	Compensation	Other
Lisa Rourke (Trustee)	$0	$0

990-PF

Filed on June 26, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$467,340

Expenses

$350,886

Net Income

$116,454

Net Assets

$3,716,158

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$163,673	35.0%
Sales of Assets	$303,653	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$338,400	96.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,716,158
Total Liabilities	$0
Net Assets	$3,716,158

Compensation

Key Employees and Officers	Compensation	Other
Lisa Rourke (Trustee)	$0	$0

990-PF

Filed on Oct. 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$968,982

Expenses

$155,380

Net Income

$813,602

Net Assets

$3,601,334

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$70,578	7.3%
Sales of Assets	$898,389	92.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,627	96.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,601,335
Total Liabilities	$1
Net Assets	$3,601,334

Compensation

Key Employees and Officers	Compensation	Other
Lisa Rourke (Trustee)	$0	$0

990-PF

Filed on May 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$146,308

Expenses

$169,714

Net Income

-$23,406

Net Assets

$2,781,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$270	0.2%
Dividends	$86,998	59.5%
Sales of Assets	$59,040	40.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,885	97.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,781,574
Total Liabilities	$1
Net Assets	$2,781,573

Compensation

Key Employees and Officers	Compensation	Other
Lisa Rourke (Trustee)	$0	$0

990-PF

Filed on June 29, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$189,971

Expenses

$178,955

Net Income

$11,016

Net Assets

$2,805,781

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$146	0.1%
Dividends	$78,706	41.4%
Sales of Assets	$111,119	58.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,850	97.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,805,781
Total Liabilities	$0
Net Assets	$2,805,781

Compensation

Key Employees and Officers	Compensation	Other
Lisa Rourke (Trustee)	$0	$0

990-PF

Filed on May 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$157,668

Expenses

$176,902

Net Income

-$19,234

Net Assets

$2,784,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$69,737	44.2%
Sales of Assets	$84,125	53.4%
Other Income	$3,782	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,900	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,784,537
Total Liabilities	$0
Net Assets	$2,784,537

Compensation

Key Employees and Officers	Compensation	Other
Lisa Rourke (Trustee)	$0	$0

990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$131,140

Expenses

$183,334

Net Income

-$52,194

Net Assets

$2,802,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$76,936	58.7%
Sales of Assets	$54,201	41.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,787	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,802,773
Total Liabilities	$0
Net Assets	$2,802,773

Compensation

Key Employees and Officers	Compensation	Other
Lisa Rourke (Trustee)	$0	$0

990-PF

Filed on May 30, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$310,566

Expenses

$183,570

Net Income

$126,996

Net Assets

$3,264,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$73,584	23.7%
Sales of Assets	$236,975	76.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,000	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,264,326
Total Liabilities	$0
Net Assets	$3,264,326

Compensation

Key Employees and Officers	Compensation	Other
Lisa Rourke (Trustee)	$0	$0

990-PF

Filed on Sept. 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$282,448

Expenses

$130,325

Net Income

$152,123

Net Assets

$2,739,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$88,701	31.4%
Sales of Assets	$193,741	68.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,900	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,739,700
Total Liabilities	$0
Net Assets	$2,739,700

Compensation

Key Employees and Officers	Compensation	Other
Lisa Rourke (Trustee)	$0	$0

990-PF

Filed on March 24, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$177,690

Expenses

$126,484

Net Income

$51,206

Net Assets

$2,587,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$74,130	41.7%
Sales of Assets	$103,557	58.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,500	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,587,577
Total Liabilities	$0
Net Assets	$2,587,577

Compensation

Key Employees and Officers	Compensation	Other
Lisa Rourke (Trustee)	$0	$0

990-PF

Filed on April 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$127,084

Expenses

$123,110

Net Income

$3,974

Net Assets

$2,536,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$76,843	60.5%
Sales of Assets	$50,237	39.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,790	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,536,371
Total Liabilities	$1
Net Assets	$2,536,370

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$85,787

Expenses

$121,115

Net Income

-$35,328

Net Assets

$2,532,396

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$78,582	91.6%
Sales of Assets	$7,199	8.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,000	97.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,532,397
Total Liabilities	$1
Net Assets	$2,532,396

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Updated March 23, 2026

Young Rourke Charitable Foundation Tr U A 04182006

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $164k (2024)

Expenses $204k (2024)

Total Assets $3.47M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$164k (2024)

Expenses

$204k (2024)

Total Assets

$3.47M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006