2024-05-06T13:08:50-05:00 2023-12-31 042759781 WALDRON H RAND & CO PC 850 WASHINGTON STREET SUITE 200 DEDHAM MA 02026 990 2023-09-01 046034871 THOMAS ROTCH TRUST UNDER WILL EE WATTS III TRUSTEE THOM 7813261045 DAY PITNEY LLP 1 INTERNATIONAL PL BOSTON MA 02110 EE WATTS III TRUSTEE 7813261045 2024-05-02 1 EE WATTS III 999009999 1 BRIAN DLUGASCH P01394490 7814495825 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z EE WATTS III 311 WEST STREET DEDHAM MA 02026 155515 0 X N/A X 1914 MA TO PROVIDE FUNDS FOR BOTH SCIENTIFIC AND EDUCATIONAL PURPOSES 1 1 0 0 0 0 0 0 0 0 116393 32799 0 0 116393 32799 102728 25862 0 0 0 0 0 0 0 29122 8483 131850 34345 -15457 -1546 2235158 2278917 0 0 2235158 2278917 TO PROVIDE FUNDS FOR BOTH SCIENTIFIC AND EDUCATIONAL PURPOSES 0 0 12931 12931 PROVIDE FUNDS FOR SCIENTIFIC PURPOSES TO CHILDREN'S HOSPITAL BOSTON 12931 12931 PROVIDE FUNDS FOR EDUCATIONAL PURPOSES TO HARVARD UNIVERSITY 25862 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 MA X EE WATTS III TRUSTEE 7813261045 DAY PITNEY LLP 1 INTERNATIONAL PL BOSTON MA 02110 X EDWARD E WATTS III TRUSTEE 1.00 X 0 0 766 0 0 766 0 0 0 0 0 26367 26367 129148 122716 6432 6432 6432 32799 32799 0 0 X 25862 25862 8448 8448 MA PC FEE 35 35 34345 25862 8483 0 121188 47900 2113970 2231017 2235158 2278917 0 0 X 2235158 2278917 2235158 2278917 2235158 2278917 -1546 45305 0 X 0 0 0 X X 2 HARVARD UNIVERSITY 042103580 2 1 12931 0 CHILDREN'S HOSPITAL OF BOSTON 042774441 3 1 12931 0 2 25862 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X SCHEDULE A, PART IV, SECTION D, LINE 2 THE TRUST MAINTAINS A CLOSE RELATIONSHIP WITH ITS SUPPORTED ORGANIZATIONS BY SENDING HARVARD UNIVERSITY AND CHILDREN'S HOSPITAL A CHECK EACH QUARTER AND BY RESPONDING TO ALL REQUESTS FOR INFORMATION. SCHEDULE A, PART IV, SECTION A, LINE 1 HISTORIC AND CONTINUING RELATIONSHIP - HARVARD UNIVERSITY AND, ORIGINALLY, THE THOMAS MORGAN ROTCH JR MEMORIAL HOSPITAL FOR INFANTS, WERE INCLUDED IN THE WILL OF THOMAS M. ROTCH. SUBSEQUENTLY, AFTER THE HOSPITAL WENT OUT OF BUSINESS, THE COURT APPOINTED CHILDREN'S HOSPITAL BOSTON AS A BENEFICIARY. PRESENTLY, THE TWO SUPPORTED ORGANIZATIONS ARE HARVARD UNIVERSITY AND CHILDREN'S HOSPITAL BOSTON. 0 2235158 78105 25863 8483 2278917 2217861 149147 102728 29122 2235158 2389931 -46701 101604 23765 2217861 2165584 344745 102074 18324 2389931 2224209 66643 103790 21478 2165584 1.00000 0 0 0 0 HARVARD UNIVERSITY 124 MT AUBURN STREET CAMBRIDGE MA 02138 042103580 12931 0 FMV PROVIDE FUNDS FOR EDUCATIONAL PURPOSES TO HARVARD UNIVERSITY CHILDREN'S HOSPITAL BOSTON 1295 BOYLSTON ST SUITE 300 BOSTON MA 02215 042774441 12931 0 FMV PROVIDE FUNDS FOR SCIENTIFIC PURPOSES TO CHILDREN'S HOSPITAL BOSTON 2 PART I, LINE 2: SCHEDULE I, PART I THE THOMAS M ROTCH TRUST UNDER WILL MAKES ANNUAL GRANTS TO BOTH HARVARD UNIVERSITY AND CHILDREN'S HOSPITAL OF BOSTON AND ONLY TO THOSE INSTITUTIONS AS REQUIRED BY THE TERMS OF THE TRUST AS AMENDED. SEE SCHEDULE I FOR FURTHER INFORMATION. FORM 990, PART VI, SECTION A, LINE 3 DAY TO DAY TRUST ADMINISTRATION IS PERFORMED BY THE LAW FIRM OF DAY PITNEY LLP, ONE INTERNATIONAL PLACE, BOSTON, MA 02110 FORM 990, PART VI, SECTION B, LINE 11B ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM TRUSTEE FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM TRUSTEE PART VI, SECTION A, LINE 3 INVESTMENT MANAGEMENT AND FINANCIAL REPORTING HAS BEEN DELEGATED BY THE TRUSTEE TO AN INVESTMENT ORGANIZATION. PART VI, SECTION A, LINE 8B THIS TRUST IS GOVERNED BY ONE TRUSTEE; THERE ARE NO COMMITTEES. PART VI, SECTION B, LINE 11 COPY SUPPLIED TO TRUSTEE FORM 990, PART IX, LINE 11G ADR FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18. FIDUCIARY FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,664. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,664. TRUSTEE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 766. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 766.