Civic Intelligence

Thomas M Rotch Trust Under Will

990 • Fiscal year 2020 • EIN 04-6034871

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 13, 2021

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

(781) 326-1045

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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

4th percentile

-88%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

22nd percentile

-2.6%

Faster asset growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,165,584

Down $58,625 (-2.6%) from 2019

Net Assets

Down

$2,165,584

Down $58,625 (-2.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin4th percentile

Revenue

Up

$66,643

Up $90,847 (+375%) from 2019

Expenses

Up

$125,268

Up $63 (+0.1%) from 2019

Net Income

Up

-$58,625

Up $90,784 (+61%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2020

Assets$2,165,584
Liabilities$0
Net Assets$2,165,584
Open 2020 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

2020

Revenue$66,643
Expenses$125,268
Net Income-$58,625
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 13, 2021
Return Version
2019v5.2
Gross Receipts
$501,806
Mission and Program Overview

Mission

To provide funds for both scientific and educational purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,223,860$2,165,325▼ $58,535
Cash and Non-Interest-Bearing Accounts$349$259▼ $90
Total Assets$2,224,209$2,165,584▼ $58,625
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,224,209$2,165,584▼ $58,625
Total Net Assets Fund Balance$2,224,209$2,165,584▼ $58,625
Total Liabilities and Net Assets / Fund Balance$2,224,209$2,165,584▼ $58,625

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2015$2,169,414-▲ $280,378-$2,328,328
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Edward E Watts IiiTrustee$1,491$1,491
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$66,643
Other Revenue
$0
Change in Net Assets
$-58,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$103,790
Other Expenses$21,478
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$103,790--$103,790
Fees for Services Management-$16,403-$16,403
Fees for Services Accounting-$4,300-$4,300
Fees for Services Other-$775-$775
Total Functional Expenses$103,790$21,478$0$125,268
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S HOSPITAL BOSTONBoston, MA-General Support and Research-
Harvard UniversityCambridge, MA-General Support and Research-
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

“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
7813261045
Address
DAY PITNEY LLP 1 INTERNATIONAL PL, BOSTON, MA 02110

Signing Officer

Name
Ned Watts
Title
Trustee
Phone
7813261045
Signed
2021-07-13
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
Simon Akkary CPA LLC
Address
54 HARTFORD STREET SUITE 107, WESTWOOD, MA 02090
Preparer
Simon Akkary CPA
Phone
7813268855
Raw XML Appendix328 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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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021478
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0103790
IRS990/TotalFunctionalExpensesGrp/TotalAmt0125268
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02224209
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02165584
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0103790
IRS990/TotalReportableCompFromOrgAmt01491
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt066643
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066643
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02224209
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02165584
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NED WATTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07813261045
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-13
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/PreparerFirmEIN0463934779
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMON AKKARY CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt054 HARTFORD STREET SUITE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002090
ReturnHeader/PreparerPersonGrp/PhoneNum07813268855
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SIMON AKKARY CPA
ReturnHeader/ReturnTs02021-07-13T11:40:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,165,584
Liabilities
$0
Net assets
$2,165,584
Revenue
$66,643
Expenses
$125,268
Net income
-$58,625
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