Nonprofit · EIN 05-0493445
AMICA COMPANIES FOUNDATION
Tax-exempt · LINCOLN, RI 02865
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,187,395 | $4,113,805 | -$926,410 | $43,763,717 | $280,456 | $43,483,261 |
| December 31, 2023 | 990-PF | $1,960,227 | $2,825,767 | -$865,540 | $43,815,872 | $424,001 | $43,391,871 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $500,000
- Dividends
- $1,264,403
- Interest
- $65,491
- Net gain from sales of assets
- $1,357,501
Expenses
- Grants and similar amounts paid
- $4,025,284
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,182,784
- Excise tax on investment income
- $38,504
Balance sheet and other
- Total assets, start of year
- $43,815,872
- Total assets, end of year
- $43,763,717
- Total liabilities, end of year
- $280,456
- Net assets, end of year
- $43,483,261
- Fair market value of assets
- $43,763,717
- Qualifying distributions
- $4,182,784
- Net investment income
- $2,797,775
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDMUND SHALLCROSS III 101 AMICA WAY, LINCOLN, RI 028651156 | PRES, CEO & DIR | 0.25 | $0 |
| JAMES P LORING 101 AMICA WAY, LINCOLN, RI 028651156 | TREASURER | 0.25 | $0 |
| JENNIFER M MORRISON 101 AMICA WAY, LINCOLN, RI 028651156 | GENERAL COUNSEL & SECRETARY | 0.25 | $0 |
| SUSAN F CHUNG 101 AMICA WAY, LINCOLN, RI 028651156 | CHIEF INVESTMENT OFFICER | 0.25 | $0 |
| JILL J AVERY 101 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| IVY L BROWN 101 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| DEBRA A CANALES 101 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| PATRICIA W CHADWICK 101 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| MICHAEL D JEANS 101 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| MATTHEW A LOPES JR 101 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| RONALD K MACHTLEY 101 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| PETER M MARINO 101 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| DEBRA M PAUL 101 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| HEIDI C PEARLSON 101 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| JOAN C PEARLSON 101 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANE D SOUZA 101 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
990-PF for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDMUND SHALLCROSS III 101 AMICA WAY, LINCOLN, RI 028651157 | CHAIR, PRES, CEO & DIR | 0.25 | $0 |
| SUZANNE E CASEY 100 AMICA WAY, LINCOLN, RI 028651156 | SECRETARY (UNTIL 09/2023) | 0.25 | $0 |
| JAMES P LORING 100 AMICA WAY, LINCOLN, RI 028651156 | TREASURER | 0.25 | $0 |
| JENNIFER M MORRISON 100 AMICA WAY, LINCOLN, RI 028651156 | GENERAL COUNSEL & SECRETARY | 0.25 | $0 |
| SUSAN F CHUNG 100 AMICA WAY, LINCOLN, RI 028651156 | CHIEF INVESTMENT OFFICER | 0.25 | $0 |
| JILL J AVERY 100 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| IVY L BROWN 100 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| DEBRA A CANALES 100 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| PATRICIA W CHADWICK 100 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| MICHAEL D JEANS 100 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| MATTHEW A LOPES JR 100 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| RONALD K MACHTLEY 100 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| PETER M MARINO 100 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| DEBRA M PAUL 100 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
| HEIDI C PEARLSON 100 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR (AS OF 02/2023) | 0.01 | $0 |
| DONALD J REAVES 100 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR (UNTIL 02/2023) | 0.01 | $0 |
| JOAN C PEARLSON 100 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR (AS OF 02/2023) | 0.01 | $0 |
| DIANE D SOUZA 100 AMICA WAY, LINCOLN, RI 028651156 | DIRECTOR | 0.01 | $0 |
Address and contacts
- Address (IRS master file)
- 100 AMICA WAY, LINCOLN, RI 02865-1156
- In care of
- % THOMAS A TAYLOR
- Signed the 990-PF
- ERIC SANTOS, SR ASSISTANT VICE PRESIDENT
- Phone
- (800) 652-6422
- Website
- WWW.AMICA.COM
- Return prepared by
- GRANT THORNTON ADVISORS LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 05-0493445
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $43,763,717
- Income (IRS master file)
- $15,678,267
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,187,395 | $4,113,805 | $43,763,717 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,960,227 | $2,825,767 | $43,815,872 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 05-0493445).
Questions about AMICA COMPANIES FOUNDATION
- What is the EIN of AMICA COMPANIES FOUNDATION?
- The employer identification number (EIN) of AMICA COMPANIES FOUNDATION is 05-0493445.
- Is AMICA COMPANIES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to AMICA COMPANIES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AMICA COMPANIES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AMICA COMPANIES 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 AMICA COMPANIES 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 AMICA COMPANIES FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does AMICA COMPANIES FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,187,395, expenses of $4,113,805 and total assets of $43,763,717 at year end.
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