Nonprofit · EIN 04-3369981
ROCKWELL FOUNDATION
Tax-exempt · WORCESTER, MA 01608
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $261,796 | $104,567 | $157,229 | $1,867,936 | $0 | $1,867,936 |
| December 31, 2024 | 990-PF | $154,765 | $105,143 | $49,622 | $1,709,649 | $0 | $1,709,649 |
| December 31, 2023 | 990-PF | $70,124 | $115,261 | -$45,137 | $1,661,445 | $0 | $1,661,445 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $66,968
- Net gain from sales of assets
- $194,828
Expenses
- Grants and similar amounts paid
- $75,500
- Disbursements for charitable purposes
- $86,162
- Excise tax on investment income
- $3,410
Balance sheet and other
- Total assets, start of year
- $1,709,649
- Total assets, end of year
- $1,867,936
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,867,936
- Fair market value of assets
- $2,077,338
- Qualifying distributions
- $86,162
- Net investment income
- $261,754
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIPS S DAVIS 100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIPE S DAVIS 100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608 | TRUSTEE | 1 | $17,959 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIPS S DAVIS 100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608 | TRUSTEE | 1 | $0 |
| BRENDA B CLAPP 872 BANYAN COURT, MARCO ISLAND, FL 34145 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608-1425
- In care of
- % PHILIP DAVIS
- Signed the 990-PF
- PHILLIPS S DAVIS, TRUSTEE
- Phone
- (508) 459-8000
- Return prepared by
- DELOITTE TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3369981
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,867,936
- Income (IRS master file)
- $358,169
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $261,796 | $104,567 | $1,867,936 | IRS |
| 990-PF | December 2024 | $154,765 | $105,143 | $1,709,649 | IRS |
| 990-PF | December 2023 | $70,124 | $115,261 | $1,661,445 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 04-3369981).
Questions about ROCKWELL FOUNDATION
- What is the EIN of ROCKWELL FOUNDATION?
- The employer identification number (EIN) of ROCKWELL FOUNDATION is 04-3369981.
- Is ROCKWELL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ROCKWELL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROCKWELL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROCKWELL FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROCKWELL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROCKWELL FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does ROCKWELL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $261,796, expenses of $104,567 and total assets of $1,867,936 at year end.
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