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Nonprofit · EIN 04-6739902

THE PLYMOUTH ROCK ASSURANCE FOUNDATION

Also known as PLUMMER TRACY TTEE

Tax-exempt · BOSTON, MA 02111

Financials

$2.6M$1.6M2021$719K$943K2023$406K$832K2024$1.1M$1M2025
Revenue Expenses · by fiscal year end
Financials of THE PLYMOUTH ROCK ASSURANCE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,082,975$1,010,543$72,432$533,676$6,955$526,721
December 31, 2024990-PF$406,385$832,056-$425,671$455,454$1,165$454,289
December 31, 2023990-PF (amended)$719,492$943,458-$223,966$879,960$0$879,960
December 31, 2021990-PF$2,649,236$1,613,807$1,035,429$563,394$0$563,394
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$66,728
Interest
$31,678
Net gain from sales of assets
$984,569

Expenses

Grants and similar amounts paid
$989,852
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$989,852
Excise tax on investment income
$14,126

Balance sheet and other

Total assets, start of year
$455,454
Total assets, end of year
$533,676
Total liabilities, end of year
$6,955
Net assets, end of year
$526,721
Fair market value of assets
$533,676
Qualifying distributions
$989,852
Net investment income
$1,016,247

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
Paula Gold
695 Atlantic Avenue, Boston, MA 02111
Trustee1$0
Sonja Plesset
695 Atlantic Avenue, Boston, MA 02111
Trustee1$0
Lee Englert
695 Atlantic Avenue, Boston, MA 02111
Trustee1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Paula Gold
695 Atlantic Avenue, Boston, MA 02111
Trustee1$0
Sonja Plesset
695 Atlantic Avenue, Boston, MA 02111
Trustee1$0
Lee Englert
695 Atlantic Avenue, Boston, MA 02111
Trustee1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Paula Gold
695 Atlantic Avenue, Boston, MA 02111
Trustee1$0
Sonja Plesset
695 Atlantic Avenue, Boston, MA 02111
Trustee1$0
Lee Englert
695 Atlantic Avenue, Boston, MA 02111
Trustee1$0
990-PF for the year ended December 31, 2021: 3 people
NameTitleHours / weekCompensation
Sonja Plesset
695 Atlantic Avenue, Boston, MA 02111
Trustee and Executive Director1$0
Paula Gold
695 Atlantic Avenue, Boston, MA 02111
Trustee1$0
Lee Englert
695 Atlantic Avenue, Boston, MA 02111
Trustee1$0

Address and contacts

Address (IRS master file)
695 ATLANTIC AVENUE, BOSTON, MA 02111-2623
In care of
% PAULA GOLD
Signed the 990-PF
Sonja Plesset, Trustee
Phone
(617) 720-1620

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
04-6739902
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$533,676
Income (IRS master file)
$1,149,703

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,082,975$1,010,543$533,676IRS
990-PFDecember 2024$406,385$832,056$455,454IRS
990-PFDecember 2023$719,492$943,458$879,960XML
990-PFDecember 2022–––IRS
990-PFDecember 2021$2,649,236$1,613,807$563,394XML
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 04-6739902).

Questions about THE PLYMOUTH ROCK ASSURANCE FOUNDATION

What is the EIN of THE PLYMOUTH ROCK ASSURANCE FOUNDATION?
The employer identification number (EIN) of THE PLYMOUTH ROCK ASSURANCE FOUNDATION is 04-6739902.
Is THE PLYMOUTH ROCK ASSURANCE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to THE PLYMOUTH ROCK ASSURANCE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE PLYMOUTH ROCK ASSURANCE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE PLYMOUTH ROCK ASSURANCE FOUNDATION 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 THE PLYMOUTH ROCK ASSURANCE FOUNDATION 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 THE PLYMOUTH ROCK ASSURANCE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THE PLYMOUTH ROCK ASSURANCE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,082,975, expenses of $1,010,543 and total assets of $533,676 at year end.

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