Nonprofit · EIN 04-2859088
ROTCH-JONES-DUFF HOUSE & GARDEN MUSEUM INC
Tax-exempt · NEW BEDFORD, MA 02740
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $722,415 | $584,216 | $138,199 | $4,519,110 | $94,546 | $4,424,564 |
| June 30, 2025 | 990 | $1,218,446 | $577,928 | $640,518 | $4,226,721 | $55,268 | $4,171,453 |
| June 30, 2024 | 990 | $818,392 | $510,646 | $307,746 | $3,426,042 | $71,491 | $3,354,551 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $457,160
- of which government grants
- $164,638
- Membership dues
- $12,190
- Program service revenue
- $7,606
- Investment income
- $153,180
- Net rental income
- $78,375
- Net gain from sales of assets
- $84,690
- Net income from fundraising events
- $24,241
- Net income from sales of inventory
- $834
- Other revenue
- $104,469
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $110,701
- Other salaries and wages
- $157,348
- Salaries, compensation and benefits (total)
- $321,050
- Professional fundraising fees
- $0
- Accounting fees
- $16,494
- Occupancy
- $50,016
- Travel
- $9,303
- Depreciation
- $78,322
- Program services (functional)
- $330,615
- Management and general (functional)
- $154,135
- Fundraising (functional)
- $99,466
Balance sheet and other
- Total assets, start of year
- $4,226,721
- Total assets, end of year
- $4,519,110
- Total liabilities, end of year
- $94,546
- Net assets, end of year
- $4,424,564
- Land, buildings and equipment
- $880,833
- Publicly traded securities
- $3,177,532
- Net assets without donor restrictions
- $3,877,753
- Net assets with donor restrictions
- $546,811
- Gross receipts
- $978,395
- Employees
- 11
- Volunteers
- 0
- Year formed
- 1985
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATHANAEL BRAYTON | ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 |
| AMELIA ALBURN | TRUSTEE Trustee or director | 1 | $0 |
| STEWART YOUNG | TREASURER Trustee or director, Officer | 2 | $0 |
| JENNIFER SMITH | TRUSTEE Trustee or director | 1 | $0 |
| ANNE HELLER | CLERK Trustee or director, Officer | 2 | $0 |
| SAMUEL H DUNCAN | TRUSTEE Trustee or director | 1 | $0 |
| NATALIE MELLO | PRESIDENT Trustee or director, Officer | 2 | $0 |
| REBECCA BARNES | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| MIRIAN V MOULTRIE | TRUSTEE Trustee or director | 1 | $0 |
| DEREK J SANTOS | TRUSTEE Trustee or director | 1 | $0 |
| CAROLINE CONZATTI | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM BULLARD | TRUSTEE Trustee or director | 1 | $0 |
| DIANA HENRY | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW V ARMSTRONG | TRUSTEE Trustee or director | 1 | $0 |
| BARBARA BROWN | EX OFFICIO Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARVEY J WOLKOFF | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2025: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATHANAEL BRAYTON | ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 |
| AMELIA ALBURN | TRUSTEE Trustee or director | 1 | $0 |
| STEWART YOUNG | TREASURER Trustee or director, Officer | 2 | $0 |
| KAYLA C CONNER | TRUSTEE Trustee or director | 1 | $0 |
| ANNE HELLER | CLERK Trustee or director, Officer | 2 | $0 |
| FRANCIS GRAY III | TRUSTEE Trustee or director | 1 | $0 |
| NATALIE MELLO | PRESIDENT Trustee or director, Officer | 2 | $0 |
| REBECCA BARNES | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| MIRIAN V MOULTRIE | TRUSTEE Trustee or director | 1 | $0 |
| DEREK J SANTOS | TRUSTEE Trustee or director | 1 | $0 |
| LEONARDO REIS | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM BULLARD | TRUSTEE Trustee or director | 1 | $0 |
| DIANA HENRY | TRUSTEE Trustee or director | 1 | $0 |
| ALANNA JAWORSKI | TRUSTEE Trustee or director | 1 | $0 |
| BARBARA BROWN | EX OFFICIO Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATHANAEL BRAYTON | ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 |
| AMELIA ALBURN | TRUSTEE Trustee or director | 1 | $0 |
| STEWART YOUNG | TREASURER Trustee or director, Officer | 2 | $0 |
| JAYNE REBELLO KORN | TRUSTEE Trustee or director | 1 | $0 |
| ANNE HELLER | CLERK Trustee or director, Officer | 2 | $0 |
| FRANCIS GRAY III | TRUSTEE Trustee or director | 1 | $0 |
| NATALIE MELLO | PRESIDENT Trustee or director, Officer | 2 | $0 |
| REBECCA BARNES | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| HOWE ALLEN | TRUSTEE Trustee or director | 1 | $0 |
| KENNETH LAUDERDALE | TRUSTEE Trustee or director | 1 | $0 |
| LEONARDO REIS | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM BULLARD | TRUSTEE Trustee or director | 1 | $0 |
| ANN LOPES | TRUSTEE Trustee or director | 1 | $0 |
| DIANA HENRY | TRUSTEE Trustee or director | 1 | $0 |
| KAYLA C CONNER | TRUSTEE Trustee or director | 1 | $0 |
| DONNA CRISCUOLO | TRUSTEE Trustee or director | 1 | $0 |
| ALANNA JAWORSKI | TRUSTEE Trustee or director | 1 | $0 |
| SANDRA HALL | EX-OFFICIO Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 396 COUNTY ST, NEW BEDFORD, MA 02740-4934
- Principal officer (990 for 2025)
- STEWART YOUNG, 200 ESTATE DRIVE, CHESTNUT HILL, MA 02467
- Signed the 990
- STEWART YOUNG, TREASURER
- Phone
- (508) 997-1401
- Website
- RJDMUSEUM.ORG
- Return prepared by
- BURKE & LAMB PC
Mission
ROTCH-JONES-DUFF HOUSE & GARDEN MUSEUM ENLIVENS NEW BEDFORD'S HISTORY, ENGAGES OUR COMMUNITIES, AND ENRICHES CULTURAL UNDERSTANDING THROUGH STEWARDSHIP, EDUCATION AND ENTERTAINMENT.
Program accomplishments
- THE ROTCH JONES DUFF HOUSE AND MUSEUM WAS ABLE TO HOLD, RESTORE, PRESERVE, AND MAINTAIN THE HOUSE AND GARDENS, RECAPTURE AND PRESERVE THE SPECIAL QUALITY OF LIFE WHICH FLOURISHED WHILE THE THREE FAMILIES LIVED IN THE HOUSE, INTEREST THE PUBLIC IN LOCAL HISTORY THROUGH THE INTERPRETATION AND DISSEMINATION OF INFORMATION USING EDUCATIONAL AND CULTURAL PROGRAMS, AND MAKE THE PROPERTY ACCESSIBLE TO THE PUBLIC.Expenses $330,615 · revenue $172,524
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2859088
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A50Z)
- Assets (IRS master file)
- $4,519,110
- Income (IRS master file)
- $978,395
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $722,415 | $584,216 | $4,519,110 | XML |
| 990 | June 2025 | $1,218,446 | $577,928 | $4,226,721 | XML |
| 990 | June 2024 | $818,392 | $510,646 | $3,426,042 | XML |
| 990 | June 2023 | $643,134 | $446,881 | $3,032,287 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2859088).
Questions about ROTCH-JONES-DUFF HOUSE & GARDEN MUSEUM INC
- What is the EIN of ROTCH-JONES-DUFF HOUSE & GARDEN MUSEUM INC?
- The employer identification number (EIN) of ROTCH-JONES-DUFF HOUSE & GARDEN MUSEUM INC is 04-2859088.
- Is ROTCH-JONES-DUFF HOUSE & GARDEN MUSEUM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to ROTCH-JONES-DUFF HOUSE & GARDEN MUSEUM INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTCH-JONES-DUFF HOUSE & GARDEN MUSEUM INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROTCH-JONES-DUFF HOUSE & GARDEN MUSEUM INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTCH-JONES-DUFF HOUSE & GARDEN MUSEUM INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of ROTCH-JONES-DUFF HOUSE & GARDEN MUSEUM INC?
- The 990 for the year ended June 30, 2026 names STEWART YOUNG.
- Who are the officers and directors of ROTCH-JONES-DUFF HOUSE & GARDEN MUSEUM INC?
- The 990 for the year ended June 30, 2026 lists 16 people; 0 received compensation from the organization.
- How much revenue does ROTCH-JONES-DUFF HOUSE & GARDEN MUSEUM INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $722,415, expenses of $584,216 and total assets of $4,519,110 at year end.
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