Civic Intelligence

Thomas M Rotch Trust Under Will

990 • Fiscal year 2021 • EIN 04-6034871

Sep 01, 2020 to Aug 31, 2021 • Filed on Jun 24, 2022

Organization ProfileN/A
Day Pitney Llp 1 International PlBoston, MA 02110

(781) 326-1045

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$2,389,931

Up $224,347 (+10%) from 2020

Net Assets

Up

$2,389,931

Up $224,347 (+10%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Up

$100,578

Up $33,935 (+51%) from 2020

Expenses

Down

$120,398

Down $4,870 (-3.9%) from 2020

Net Income

Up

-$19,820

Up $38,805 (+66%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$2,389,931
Liabilities$0
Net Assets$2,389,931
Open 2021 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$100,578
Expenses$120,398
Net Income-$19,820
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jun 24, 2022
Return Version
2020v4.2
Gross Receipts
$235,875
Mission and Program Overview

Mission

To provide funds for both scientific and educational purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,165,325$1,953,120▼ $212,205
Savings and Temporary Cash Investments-$436,648-
Cash and Non-Interest-Bearing Accounts$259$163▼ $96
Total Assets$2,165,584$2,389,931▲ $224,347
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,165,584$2,389,931▲ $224,347
Total Net Assets Fund Balance$2,165,584$2,389,931▲ $224,347
Total Liabilities and Net Assets / Fund Balance$2,165,584$2,389,931▲ $224,347

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,165,584-▲ $344,745-$2,389,931
2019$2,224,209-▲ $66,643-$2,165,584
2018$2,373,620-▲ $135,169-$2,383,586
2017$2,299,962-▲ $197,293-$2,373,620
2016$2,328,328-▲ $96,373-$2,299,961
Compensation and Service Providers

Employees

NameTitleOtherTotal
Edward E Watts IiiTrustee$1,546$1,546
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$100,578
Other Revenue
$0
Change in Net Assets
$-19,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$102,074
Other Expenses$18,324
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$102,074--$102,074
Fees for Services Other-$17,031-$17,031
Other Expenses-$509-$509
Total Functional Expenses$102,074$18,324$0$120,398
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S HOSPITAL BOSTONBoston, MA-PROVIDE FUNDS FOR SCIENTIFIC PURPOSES TO CHILDREN'S HOSPITAL BOSTON$51,037
Harvard UniversityCambridge, MA-Provide Funds for Educational Purposes to Harvard University$51,037
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 M 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
2022-06-24
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
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Adr fees: program service expenses 0. Management and general expenses 26. Fundraising expenses 0. Total expenses 26. Fiduciary fees: program service expenses 0. Management and general expenses 15,459. Fundraising expenses 0. Total expenses 15,459. Trustee fees: program service expenses 0. Management and general expenses 1,546. Fundraising expenses 0. Total expenses 1,546.”

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST MAINTAINS A CLOSE RELATIONSHIP WITH ITS SUPPORTED ORGANIZATIONS BY SENDING HARVARD UNIVERSITY AND CHILDREN'S HOSPITAL A CHECK EACH QUARTER AND BY RESPONDING TO ALL REQUESTS FOR INFORMATION.
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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION A, LINE 1
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROVIDE FUNDS FOR SCIENTIFIC PURPOSES TO CHILDREN'S HOSPITAL BOSTON
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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.
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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/ExplanationTxt6ADR FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 26. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26. FIDUCIARY FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,459. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,459. TRUSTEE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,546. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,546.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02165584
IRS990/TotalAssetsEOYAmt02389931
IRS990/TotalAssetsGrp/BOYAmt02165584
IRS990/TotalAssetsGrp/EOYAmt02389931
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018324
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0102074
IRS990/TotalFunctionalExpensesGrp/TotalAmt0120398
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02165584
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02389931
IRS990/TotalOtherCompensationAmt01546
IRS990/TotalProgramServiceExpensesAmt0102074
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0100578
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0100578
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02165584
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02389931
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0311 WEST STREET
IRS990/USAddress/CityNm0DEDHAM
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002026
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EE WATTS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07813261045
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS M ROTCH TRUST UNDER WILL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EE WATTS III TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0046034871
ReturnHeader/Filer/PhoneNum07813261045
ReturnHeader/Filer/USAddress/AddressLine1Txt0DAY PITNEY LLP 1 INTERNATIONAL PL
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
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/PreparationDt02022-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN DLUGASCH
ReturnHeader/ReturnTs02022-07-14T11:13:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WATTS III
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,389,931
Liabilities
$0
Net assets
$2,389,931
Revenue
$100,578
Expenses
$120,398
Net income
-$19,820
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