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Nonprofit · EIN 04-6871533

ROCKINGHORSE TRAIL FOUNDATION

Also known as WETHERELL DAVID S TTEE

Tax-exempt · BOSTON, MA 02110

Financials

−$16K$16K2023$30K$1.1M2024
Revenue Expenses · by fiscal year end
Financials of ROCKINGHORSE TRAIL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$30,179$1,082,157-$1,051,978$9,868$0$9,868
December 31, 2023990-PF-$15,921$15,791-$31,712$891,419$0$891,419
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$9,972
Interest
$280
Net gain from sales of assets
$19,927

Expenses

Grants and similar amounts paid
$1,072,007
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,079,157
Excise tax on investment income
$380

Balance sheet and other

Total assets, start of year
$891,419
Total assets, end of year
$9,868
Total liabilities, end of year
$0
Net assets, end of year
$9,868
Fair market value of assets
$9,868
Qualifying distributions
$1,079,157
Net investment income
$30,179

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
SUZANNE SAEVITZ
67 HOLMES STREET, NEEDHAM, MA 02492
TRUSTEE0$0
JARRETT WETHERELL
190 GREEN STREET APT 101, BROOKLYN, NY 112221489
TRUSTEE0$0
JULIA LECLAIR
1 INTERNATIONAL PLACE STE 1010, BOSTON, MA 02110
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
SUZANNE SAEVITZ
67 HOLMES STREET, NEEDHAM, MA 02492
TRUSTEE0$0
JARRETT WETHERELL
190 GREEN STREET APT 101, BROOKLYN, NY 112221489
TRUSTEE0$0
JULIA LECLAIR
1 INTERNATIONAL PLACE STE 1010, BOSTON, MA 02110
TRUSTEE0$0

Address and contacts

Address (IRS master file)
1 INTERNATIONAL PL STE 1010, BOSTON, MA 02110-2621
In care of
% RICK ECKSTEIN
Signed the 990-PF
RICK ECKSTEIN, TRUSTEE
Phone
(617) 447-2700
Return prepared by
WALTER SHUFFAIN ADVISORS INC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6871533
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
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,868
Income (IRS master file)
$117,113

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$30,179$1,082,157$9,868XML
990-PFDecember 2023-$15,921$15,791$891,419XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFMay 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 04-6871533).

Questions about ROCKINGHORSE TRAIL FOUNDATION

What is the EIN of ROCKINGHORSE TRAIL FOUNDATION?
The employer identification number (EIN) of ROCKINGHORSE TRAIL FOUNDATION is 04-6871533.
Is ROCKINGHORSE TRAIL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to ROCKINGHORSE TRAIL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROCKINGHORSE TRAIL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROCKINGHORSE TRAIL FOUNDATION 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 ROCKINGHORSE TRAIL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ROCKINGHORSE TRAIL FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does ROCKINGHORSE TRAIL FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $30,179, expenses of $1,082,157 and total assets of $9,868 at year end.

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