Nonprofit · EIN 05-0613355
ARBELLA INSURANCE FOUNDATION INC
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $10,039,526 | $2,536,939 | $7,502,587 | $22,151,071 | $1,286,471 | $20,864,600 |
| December 31, 2023 | 990-PF | $2,230,206 | $3,156,756 | -$926,550 | $15,246,058 | $1,770,227 | $13,475,831 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $8,000,000
- Dividends
- $389,715
- Net gain from sales of assets
- $1,649,811
Expenses
- Grants and similar amounts paid
- $1,979,807
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,256,199
- Excise tax on investment income
- $28,349
Balance sheet and other
- Total assets, start of year
- $15,246,058
- Total assets, end of year
- $22,151,071
- Total liabilities, end of year
- $1,286,471
- Net assets, end of year
- $20,864,600
- Fair market value of assets
- $22,151,071
- Qualifying distributions
- $2,256,199
- Net investment income
- $2,039,526
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 |
|---|---|---|---|
| ANDREA GARGIULO 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| ANNE M DEFRANCESCO 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| BRIAN J O'DWYER 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| CHRISTOPHER E HALL 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | TREASURER | 1 | $0 |
| ELIZABETH KIM 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| GAIL EAGAN 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | GENERAL COUNSEL SECRETARY | 1 | $0 |
| JEANNETTE M ORSINO 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| JOHN F DONOHUE 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | CEO, CHAIRMAN | 1 | $0 |
| JOSEPH G MURPHY 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| ROBIN JONES 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | EXECUTIVE DIRECTOR | 40 | $0 |
| THOMAS R KILEY 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| THOMAS S CARPENTER 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| WILLIAM H DUMOUCHEL 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN F DONOHUE 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | CEO, CHAIRMAN | 1 | $0 |
| FRANCIS X BELLOTTI 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | VICE CHAIRMAN | 1 | $0 |
| CHRISTOPHER E HALL 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | TREASURER | 1 | $0 |
| GAIL EAGAN 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | GENERAL COUNSEL SECRETARY | 1 | $0 |
| ELIZABETH KIM 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| THOMAS S CARPENTER 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| ANNE M DEFRANCESCO 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| J ROBERT DOWLING 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| WILLIAM H DUMOUCHEL 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| ANDREA GARGIULO 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| DAVID W HATTMAN 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| THOMAS R KILEY 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| JOSEPH G MURPHY 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| BRIAN J O'DWYER 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| JEANNETTE M ORSINO 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
| BEVERLY J TANGVIK 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | PRESIDENT | 20 | $0 |
| ROBIN JONES 101 ARCH STREET SUITE 1860, BOSTON, MA 02110 | EXECUTIVE DIRECTOR | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 101 ARCH ST STE 1860, BOSTON, MA 02110-1118
- In care of
- % BEVERLY T KENNEALLY
- Signed the 990-PF
- CHRISTOPHER HALL, EXECUTIVE VP & CFO
- Phone
- (617) 951-4600
- Website
- WWW.ARBELLA.COM
- Return prepared by
- MITCHELL & TITUS 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 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
- 05-0613355
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $22,151,071
- Income (IRS master file)
- $11,289,715
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $10,039,526 | $2,536,939 | $22,151,071 | IRS |
| 990-PF | December 2023 | $2,230,206 | $3,156,756 | $15,246,058 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 05-0613355).
Questions about ARBELLA INSURANCE FOUNDATION INC
- What is the EIN of ARBELLA INSURANCE FOUNDATION INC?
- The employer identification number (EIN) of ARBELLA INSURANCE FOUNDATION INC is 05-0613355.
- Is ARBELLA INSURANCE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to ARBELLA INSURANCE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ARBELLA INSURANCE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ARBELLA INSURANCE FOUNDATION INC 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 ARBELLA INSURANCE FOUNDATION INC 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 ARBELLA INSURANCE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does ARBELLA INSURANCE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,039,526, expenses of $2,536,939 and total assets of $22,151,071 at year end.
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