Civic Intelligence

Thomas Rotch Trust Under Will Ee Watts III Trustee

EIN 04-6034871 • 501(c)3 • Boston, MA

Profile

To provide funds for both scientific and educational purposes

Day Pitney Llp 1 International PlBoston, MA 02110

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

49th percentile

3.5%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

140%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,312,804

Up $33,887 (+1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,312,804

Up $33,887 (+1.5%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin90th percentile

Revenue

Up

$279,840

Up $247,041 (+753%) from 2023

Expenses

Up

$129,893

Up $95,548 (+278%) from 2023

Net Income

Up

$149,947

Up $151,493 (+9799%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,899,834Liabilities 2011: $0Net Assets 2011: $1,899,8342011Assets 2012: $2,010,371Liabilities 2012: $0Net Assets 2012: $2,010,3712012Assets 2013: $2,112,434Liabilities 2013: $0Net Assets 2013: $2,112,4342013Assets 2014: $2,303,262Liabilities 2014: $0Net Assets 2014: $2,303,2622014Assets 2015: $2,169,414Liabilities 2015: $0Net Assets 2015: $2,169,4142015Assets 2016: $2,328,328Liabilities 2016: $0Net Assets 2016: $2,328,3282016Assets 2017: $2,299,962Liabilities 2017: $0Net Assets 2017: $2,299,9622017Assets 2018: $2,373,618Liabilities 2018: $0Net Assets 2018: $2,373,6182018Assets 2019: $2,224,209Liabilities 2019: $0Net Assets 2019: $2,224,2092019Assets 2020: $2,165,584Liabilities 2020: $0Net Assets 2020: $2,165,5842020Assets 2021: $2,389,931Liabilities 2021: $0Net Assets 2021: $2,389,9312021Assets 2022: $2,217,861Liabilities 2022: $0Net Assets 2022: $2,217,8612022Assets 2023: $2,278,917Liabilities 2023: $0Net Assets 2023: $2,278,9172023Assets 2024: $2,312,804Liabilities 2024: $0Net Assets 2024: $2,312,8042024

Highlighted filing

2024

Assets$2,312,804
Liabilities$0
Net Assets$2,312,804
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $104,365Expenses 2011: $113,531Net Income 2011: -$9,1662011Revenue 2012: $119,291Expenses 2012: $108,876Net Income 2012: $10,4152012Revenue 2013: $125,292Expenses 2013: $113,747Net Income 2013: $11,5452013Revenue 2014: $105,437Expenses 2014: $111,139Net Income 2014: -$5,7022014Revenue 2015: $127,465Expenses 2015: $115,730Net Income 2015: $11,7352015Revenue 2016: $118,810Expenses 2016: $121,465Net Income 2016: -$2,6552016Revenue 2017: $114,323Expenses 2017: $124,740Net Income 2017: -$10,4172017Revenue 2018: $257,328Expenses 2018: $123,636Net Income 2018: $133,6922018Revenue 2019: -$24,204Expenses 2019: $125,205Net Income 2019: -$149,4092019Revenue 2020: $66,643Expenses 2020: $125,268Net Income 2020: -$58,6252020Revenue 2021: $100,578Expenses 2021: $120,398Net Income 2021: -$19,8202021Revenue 2022: $165,586Expenses 2022: $125,369Net Income 2022: $40,2172022Revenue 2023: $32,799Expenses 2023: $34,345Net Income 2023: -$1,5462023Revenue 2024: $279,840Expenses 2024: $129,893Net Income 2024: $149,9472024

Highlighted filing

2024

Revenue$279,840
Expenses$129,893
Net Income$149,947
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,312,804
Liabilities
$0
Net assets
$2,312,804
Revenue
$279,840
Expenses
$129,893
Net income
$149,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.00$2.31$0.28$0.13$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.03$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.17$0.13$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.10$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.07$0.13$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.02$0.13$0.15
2018Summary only. Only limited summary data is available for this year.$2.37$0.00$2.37$0.26$0.12$0.13
2017Summary only. Only limited summary data is available for this year.$2.30$0.00$2.30$0.11$0.12$0.01
2016Summary only. Only limited summary data is available for this year.$2.33$0.00$2.33$0.12$0.12$0.00
2015Summary only. Only limited summary data is available for this year.$2.17$0.00$2.17$0.13$0.12$0.01
2014Summary only. Only limited summary data is available for this year.$2.30$0.00$2.30$0.11$0.11$0.01
2013Summary only. Only limited summary data is available for this year.$2.11$0.00$2.11$0.13$0.11$0.01
2012Summary only. Only limited summary data is available for this year.$2.01$0.00$2.01$0.12$0.11$0.01
2011Summary only. Only limited summary data is available for this year.$1.90$0.00$1.90$0.10$0.11$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 19, 2025
Return Version
2024v5.2
Gross Receipts
$678,098
Mission and Program Overview

Mission

To provide funds for both scientific and educational purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,231,017$2,200,459▼ $30,558
Savings and Temporary Cash Investments$47,900$112,345▲ $64,445
Total Assets$2,278,917$2,312,804▲ $33,887
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,278,917$2,312,804▲ $33,887
Total Net Assets Fund Balance$2,278,917$2,312,804▲ $33,887
Total Liabilities and Net Assets / Fund Balance$2,278,917$2,312,804▲ $33,887

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,278,917-▲ $279,839-$2,312,804
2023$2,235,158-▲ $78,105-$2,278,917
2022$2,217,861-▲ $149,147-$2,235,158
2021$2,389,931-▼ $46,701-$2,217,861
2020$2,165,584-▲ $344,745-$2,389,931
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Edward E Watts IiiTrustee$1,059$1,059
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$279,840
Other Revenue
$0
Change in Net Assets
$149,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$103,416
Other Expenses$26,477
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$103,416--$103,416
Fees for Services Other-$11,689-$11,689
Fees for Services Management-$9,571-$9,571
Fees for Services Accounting-$3,375-$3,375
Other Expenses-$916-$916
Total Functional Expenses$103,416$26,477$0$129,893
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S HOSPITAL BOSTONBoston, MA-PROVIDE FUNDS FOR SCIENTIFIC PURPOSES TO CHILDREN'S HOSPITAL BOSTON$51,708
Harvard UniversityCambridge, MA-Provide Funds for Educational Purposes to Harvard University$51,708
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Day to day trust administration is performed by the law firm of day pitney llp, one international place, boston, ma 02110”

Form 990, Part VI, Section B, Line 11B

“All governing documents are available upon request from trustee”

Form 990, Part VI, Section C, Line 19

“All governing documents are available upon request from trustee”

Part VI, Section A, Line 3

“Investment management and financial reporting has been delegated by the trustee to an investment organization.”

Part VI, Section A, Line 8B

“This trust is governed by one trustee; there are no committees.”

Part VI, Section B, Line 11

“COPY SUPPLIED TO TRUSTEE”

Filing and Contact Details

Filer

Filer Name
Thomas Rotch Trust Under Will
EIN
04-6034871
Phone
7813261045
Address
DAY PITNEY LLP 1 INTERNATIONAL PL, BOSTON, MA 02110

Signing Officer

Name
Ee Watts Iii
Title
Trustee
Phone
7813261045
Signed
2025-08-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ee Watts Iii
Formed
1914
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Waldron H Rand & Co Pc
Address
850 WASHINGTON STREET SUITE 200, DEDHAM, MA 02026
Preparer
Brian Dlugasch
Phone
7814495825
Raw XML Appendix353 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/IndependentVotingMemberCnt01
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1HISTORIC AND CONTINUING RELATIONSHIP - HARVARD UNIVERSITY AND, ORIGINALLY, THE THOMAS MORGAN ROTCH JR MEMORIAL HOSPITAL FOR INFANTS, WERE INCLUDED IN THE WILL OF THOMAS M. ROTCH. SUBSEQUENTLY, AFTER THE HOSPITAL WENT OUT OF BUSINESS, THE COURT APPOINTED CHILDREN'S HOSPITAL BOSTON AS A BENEFICIARY. PRESENTLY, THE TWO SUPPORTED ORGANIZATIONS ARE HARVARD UNIVERSITY AND CHILDREN'S HOSPITAL BOSTON.
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt018324
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02165584
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02389931
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0102074
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
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IRS990ScheduleI/GrantRecordsMaintainedInd00
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IRS990ScheduleI/RecipientTable/CashGrantAmt151708
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE FUNDS FOR EDUCATIONAL PURPOSES TO HARVARD UNIVERSITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROVIDE FUNDS FOR SCIENTIFIC PURPOSES TO CHILDREN'S HOSPITAL BOSTON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HARVARD UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CHILDREN'S HOSPITAL BOSTON
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0124 MT AUBURN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11295 BOYLSTON ST SUITE 300
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHEDULE I, PART I THE THOMAS M ROTCH TRUST UNDER WILL MAKES ANNUAL GRANTS TO BOTH HARVARD UNIVERSITY AND CHILDREN'S HOSPITAL OF BOSTON AND ONLY TO THOSE INSTITUTIONS AS REQUIRED BY THE TERMS OF THE TRUST AS AMENDED. SEE SCHEDULE I FOR FURTHER INFORMATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAY TO DAY TRUST ADMINISTRATION IS PERFORMED BY THE LAW FIRM OF DAY PITNEY LLP, ONE INTERNATIONAL PLACE, BOSTON, MA 02110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENT MANAGEMENT AND FINANCIAL REPORTING HAS BEEN DELEGATED BY THE TRUSTEE TO AN INVESTMENT ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS TRUST IS GOVERNED BY ONE TRUSTEE; THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COPY SUPPLIED TO TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI, SECTION B, LINE 11
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0279840
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EE WATTS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07813261045
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS ROTCH TRUST UNDER WILL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EE WATTS III TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0046034871
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ReturnHeader/Filer/USAddress/AddressLine1Txt0DAY PITNEY LLP 1 INTERNATIONAL PL
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042759781
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALDRON H RAND & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0850 WASHINGTON STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002026
ReturnHeader/PreparerPersonGrp/PhoneNum07814495825
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN DLUGASCH
ReturnHeader/ReturnTs02025-09-15T16:30:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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