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Nonprofit · EIN 04-6062249

ROTCH TRAVELLING SCHOLARSHIP INC FIDUCIARY TRUST COMPANY

Tax-exempt · BOSTON, MA 02205

Financials

$118K$81K2023$184K$51K2024$256K$81K2025
Revenue Expenses · by fiscal year end
Financials of ROTCH TRAVELLING SCHOLARSHIP INC FIDUCIARY TRUST COMPANY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$255,689$81,187$174,502$1,208,903$0$1,208,903
December 31, 2024990-PF$184,254$51,111$133,143$1,034,401$0$1,034,401
December 31, 2023990-PF$117,500$81,094$36,406$901,258$0$901,258
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$49,000
Net gain from sales of assets
$206,689

Expenses

Grants and similar amounts paid
$43,500
Disbursements for charitable purposes
$58,325
Excise tax on investment income
$3,242

Balance sheet and other

Total assets, start of year
$1,034,401
Total assets, end of year
$1,208,903
Total liabilities, end of year
$0
Net assets, end of year
$1,208,903
Fair market value of assets
$1,534,882
Qualifying distributions
$58,325
Net investment income
$253,686

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.

NameTitleHours / weekCompensation
W DOUGLAS BURDEN
53 STATE STREET, BOSTON, MA 02109
PRESIDENT0$0
STEVE FOOTE
PERRY DEAN ROGERS 177 MILK STREET, BOSTON, MA 02109
VICE PRESIDENT0$0
NEAL HEGGE
53 STATE STREET, BOSTON, MA 02109
TREASURER0$0
PETER H WIEDERSPAHN
45 MOORE ST, SOMERVILLE, MA 02144
SECRETARY0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
W DOUGLAS BURDEN
53 STATE STREET, BOSTON, MA 02109
PRESIDENT0$0
STEVE FOOTE
PERRY DEAN ROGERS 177 MILK STREET, BOSTON, MA 02109
VICE PRESIDENT0$0
NEAL HEGGE
53 STATE STREET, BOSTON, MA 02109
TREASURER0$0
PETER H WIEDERSPAHN
45 MOORE ST, SOMERVILLE, MA 02144
SECRETARY0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
W DOUGLAS BURDEN
53 STATE STREET, BOSTON, MA 02109
PRESIDENT0$0
STEVE FOOTE
PERRY DEAN ROGERS 177 MILK STREET, BOSTON, MA 02109
VICE PRESIDENT0$0
NEAL HEGGE
53 STATE STREET, BOSTON, MA 02109
TREASURER0$0
PETER H WIEDERSPAHN
45 MOORE ST, SOMERVILLE, MA 02144
SECRETARY0$0

Address and contacts

Address (IRS master file)
PO BOX 55806, BOSTON, MA 02205-5806
In care of
% FIDUCIARY TRUST CO
Signed the 990-PF
NEAL I HEGGE, TREASURER
Phone
(617) 482-5270
Return prepared by
FIDUCIARY TRUST COMPANY

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6062249
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
1942
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,208,903
Income (IRS master file)
$554,717

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$255,689$81,187$1,208,903IRS
990-PFDecember 2024$184,254$51,111$1,034,401XML
990-PFDecember 2023$117,500$81,094$901,258XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 04-6062249).

Questions about ROTCH TRAVELLING SCHOLARSHIP INC FIDUCIARY TRUST COMPANY

What is the EIN of ROTCH TRAVELLING SCHOLARSHIP INC FIDUCIARY TRUST COMPANY?
The employer identification number (EIN) of ROTCH TRAVELLING SCHOLARSHIP INC FIDUCIARY TRUST COMPANY is 04-6062249.
Is ROTCH TRAVELLING SCHOLARSHIP INC FIDUCIARY TRUST COMPANY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
Are donations to ROTCH TRAVELLING SCHOLARSHIP INC FIDUCIARY TRUST COMPANY tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROTCH TRAVELLING SCHOLARSHIP INC FIDUCIARY TRUST COMPANY file?
Form 990-PF. Private foundations file every year.
When is the next return of ROTCH TRAVELLING SCHOLARSHIP INC FIDUCIARY TRUST COMPANY 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 ROTCH TRAVELLING SCHOLARSHIP INC FIDUCIARY TRUST COMPANY 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 ROTCH TRAVELLING SCHOLARSHIP INC FIDUCIARY TRUST COMPANY?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does ROTCH TRAVELLING SCHOLARSHIP INC FIDUCIARY TRUST COMPANY have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $255,689, expenses of $81,187 and total assets of $1,208,903 at year end.

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