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Nonprofit · EIN 04-6034871

THOMAS M ROTCH TRUST UW

Also known as E E WATTS III & J D COLT TTEES

Tax-exempt · BOSTON, MA 02110

Financials

$33K$34K2023$280K$130K2024
Revenue Expenses · by fiscal year end
Financials of THOMAS M ROTCH TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$279,840$129,893$149,947$2,312,804$0$2,312,804
December 31, 2023990$32,799$34,345-$1,546$2,278,917$0$2,278,917
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$279,840
Net gain from sales of assets
$211,997
Other revenue
$0

Expenses

Grants and similar amounts paid
$103,416
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$3,375
Program services (functional)
$103,416
Management and general (functional)
$26,477

Balance sheet and other

Total assets, start of year
$2,278,917
Total assets, end of year
$2,312,804
Total liabilities, end of year
$0
Net assets, end of year
$2,312,804
Publicly traded securities
$2,200,459
Net assets with donor restrictions
$2,312,804
Gross receipts
$678,098
Employees
0
Volunteers
0
Year formed
1914
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
EDWARD E WATTS IIITRUSTEE
Trustee or director
1$0$1,059
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensationOther / benefits
EDWARD E WATTS IIITRUSTEE
Trustee or director
1$0$766

Address and contacts

Address (IRS master file)
DAY PITNEY LLP 1 INTERNATIONAL PL, BOSTON, MA 02110-0000
In care of
% DAY PITNEY LLP
Principal officer (990 for 2024)
EE WATTS III, 311 WEST STREET, DEDHAM, MA 02026
Signed the 990
EE WATTS III, TRUSTEE
Phone
(781) 326-1045
Return prepared by
WALDRON H RAND & CO PC

Mission

TO PROVIDE FUNDS FOR BOTH SCIENTIFIC AND EDUCATIONAL PURPOSES

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDE FUNDS FOR SCIENTIFIC PURPOSES TO CHILDREN'S HOSPITAL BOSTON
    Expenses $51,708 · grants $51,708
  • PROVIDE FUNDS FOR EDUCATIONAL PURPOSES TO HARVARD UNIVERSITY
    Expenses $51,708 · grants $51,708

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-6034871
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1987
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,312,804
Income (IRS master file)
$678,098

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$279,840$129,893$2,312,804XML
990December 2023$32,799$34,345$2,278,917XML
990August 2023$116,393$131,850$2,235,158IRS
990August 2022$165,586$125,369$2,217,861IRS
990August 2021–––IRS
990August 2020–––IRS
990August 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 04-6034871).

Questions about THOMAS M ROTCH TRUST UW

What is the EIN of THOMAS M ROTCH TRUST UW?
The employer identification number (EIN) of THOMAS M ROTCH TRUST UW is 04-6034871.
Is THOMAS M ROTCH TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to THOMAS M ROTCH TRUST UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does THOMAS M ROTCH TRUST UW 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 THOMAS M ROTCH TRUST UW due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THOMAS M ROTCH TRUST UW last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of THOMAS M ROTCH TRUST UW?
The 990 for the year ended December 31, 2024 names EE WATTS III.
Who are the officers and directors of THOMAS M ROTCH TRUST UW?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does THOMAS M ROTCH TRUST UW have?
On its 990 for the year ended December 31, 2024 it reported revenue of $279,840, expenses of $129,893 and total assets of $2,312,804 at year end.

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