Nonprofit · EIN 04-6903752
JAMES W ROLLINS CHARITABLE TR 11101999
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $176,813 | $26,303 | $150,510 | $1,165,544 | $0 | $1,165,544 |
| February 28, 2025 | 990-PF | $176,163 | $83,850 | $92,313 | $1,015,427 | $0 | $1,015,427 |
| February 29, 2024 | 990-PF | $78,368 | $98,925 | -$20,557 | $922,648 | $0 | $922,648 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $32,921
- Net gain from sales of assets
- $143,892
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $7,158
- Disbursements for charitable purposes
- $2,863
- Excise tax on investment income
- $2,289
Balance sheet and other
- Total assets, start of year
- $1,015,427
- Total assets, end of year
- $1,165,544
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,165,544
- Fair market value of assets
- $1,716,444
- Qualifying distributions
- $2,863
- Net investment income
- $176,813
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EASTERN BANK 125 HIGH ST OLIVER ST TWR STE 901, BOSTON, MA 02110 | TRUSTEE | 1 | $3,635 |
| LAWRENCE B COHEN ESQ 100 Summer Street, Boston, MA 02110 | Co-Trustee | 1 | $3,523 |
990-PF for the year ended February 28, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAWRENCE B COHEN ESQ 100 Summer Street, Boston, MA 02110 | Co-Trustee | 1 | $3,248 |
| EASTERN BANK 125 HIGH ST OLIVER ST TWR STE 901, BOSTON, MA 02110 | TRUSTEE | 1 | $3,247 |
990-PF for the year ended February 29, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAWRENCE B COHEN ESQ 100 Summer Street, Boston, MA 02110 | Co-Trustee | 1 | $3,040 |
| Cambridge Trust Company 75 STATE STREET 18TH FL, BOSTON, MA 02109 | TRUSTEE | 1 | $3,039 |
Address and contacts
- Address (IRS master file)
- 125 HIGH ST OLIVER ST TWR STE 901, BOSTON, MA 02110-0000
- In care of
- % CAMBRIDGE TR CO
- Signed the 990-PF
- EASTERN BANK, Executive VP
- Phone
- (617) 441-1548
- Return prepared by
- ERNST & YOUNG US 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6903752
- 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
- 2000
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,165,544
- Income (IRS master file)
- $485,378
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $176,813 | $26,303 | $1,165,544 | XML |
| 990-PF | February 2025 | $176,163 | $83,850 | $1,015,427 | XML |
| 990-PF | February 2024 | $78,368 | $98,925 | $922,648 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | 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 04-6903752).
Questions about JAMES W ROLLINS CHARITABLE TR 11101999
- What is the EIN of JAMES W ROLLINS CHARITABLE TR 11101999?
- The employer identification number (EIN) of JAMES W ROLLINS CHARITABLE TR 11101999 is 04-6903752.
- Is JAMES W ROLLINS CHARITABLE TR 11101999 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JAMES W ROLLINS CHARITABLE TR 11101999 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES W ROLLINS CHARITABLE TR 11101999 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES W ROLLINS CHARITABLE TR 11101999 due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES W ROLLINS CHARITABLE TR 11101999 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of JAMES W ROLLINS CHARITABLE TR 11101999?
- The 990-PF for the year ended February 28, 2026 lists 2 people; 2 received compensation from the organization, the highest $3,635 (EASTERN BANK, TRUSTEE).
- How much revenue does JAMES W ROLLINS CHARITABLE TR 11101999 have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $176,813, expenses of $26,303 and total assets of $1,165,544 at year end.
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