Civic Intelligence

Thomas M Rotch Trust Under Will

990 • Fiscal year 2019 • EIN 04-6034871

Sep 01, 2018 to Aug 31, 2019 • Filed on May 13, 2020

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

(617) 345-4600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

100th percentile

617%

Higher net margin than 100% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$1,559

Higher top officer pay than 36% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

17th percentile

-6.3%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,224,209

Down $149,409 (-6.3%) from 2018

Net Assets

Down

$2,224,209

Down $149,409 (-6.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$24,204

Down $281,532 (-109%) from 2018

Expenses

Up

$125,205

Up $1,569 (+1.3%) from 2018

Net Income

Down

-$149,409

Down $283,101 (-212%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

2019

Assets$2,224,209
Liabilities$0
Net Assets$2,224,209
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue-$24,204
Expenses$125,205
Net Income-$149,409
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
May 13, 2020
Return Version
2018v3.1
Gross Receipts
$451,303
Mission and Program Overview

Mission

To provide funds for both scientific and educational purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,373,320$2,223,860▼ $149,460
Cash and Non-Interest-Bearing Accounts$298$349▲ $51
Total Assets$2,373,618$2,224,209▼ $149,409
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,373,618$2,224,209▼ $149,409
Total Net Assets Fund Balance$2,373,618$2,224,209▼ $149,409
Total Liabilities and Net Assets / Fund Balance$2,373,618$2,224,209▼ $149,409

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,373,620-▲ $135,169-$2,383,586
2017$2,299,962-▲ $197,293-$2,373,620
2016$2,328,328-▲ $96,373-$2,299,962
2015$2,169,414-▲ $280,378-$2,328,328
2014$2,303,262-▼ $18,118-$2,169,414
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleBaseTotal
Edward E Watts IiiTrustee$1,559$1,559
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-24,204
Other Revenue
$0
Change in Net Assets
$-149,409

Audited Revenue Reconciliation

Revenue per Audited Statements
$195,762
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-60,593
Total Revenue per Audited Statements
$135,169
Total Revenue per Form 990
$195,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$103,546
Other Expenses$21,659
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$103,546--$103,546
Fees for Services Management-$17,151-$17,151
Fees for Services Accounting-$3,166-$3,166
Fees for Services Other-$1,342-$1,342
Total Functional Expenses$103,546$21,659$0$125,205

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S HOSPITAL BOSTONBoston, MA-General Purpose$51,773
Harvard UniversityCambridge, MA-General Purpose$51,773
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 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

“Form 990.pzrt vi, section c, line 19: all governing documents are available on request from trustee”

Form 990, Part VI, Section C, line 19

“Form 990, part vi, section a, line 3: investment management and financial reporting has been delegated by the trustee to an investment organization. Form 990, part vi, section a, line 8b: this trust is goverened by one trustee, there are no committees. Form 990, 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
6173454600
Address
DAY PITNEY LLP 1 INTERNATIONAL PL, BOSTON, MA 02110

Signing Officer

Name
Ee Watts Iii
Title
Trustee
Phone
7813261045
Signed
2020-05-13
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
Akkary & Galvin CPA's
Address
54 Hartford Street Suite 107, Westwood, MA 02090
Preparer
Simon Akkary
Phone
7813268855
Raw XML Appendix349 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE 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/ExplanationTxt1FORM 990.PZRT VI, SECTION C, LINE 19: ALL GOVERNING DOCUMENTS ARE AVAILABLE ON REQUEST FROM TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990, PART VI, SECTION A, LINE 3: INVESTMENT MANAGEMENT AND FINANCIAL REPORTING HAS BEEN DELEGATED BY THE TRUSTEE TO AN INVESTMENT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THIS TRUST IS GOVERENED BY ONE TRUSTEE, THERE ARE NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11: COPY 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
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-13
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt054 Hartford Street Suite 107
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ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,224,209
Liabilities
$0
Net assets
$2,224,209
Revenue
-$24,204
Expenses
$125,205
Net income
-$149,409
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