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Nonprofit · EIN 05-6006130

HORACE A & S ELLA KIMBALL FOUNDATION

Tax-exempt · WESTERLY, RI 02891

Financials

$402K$633K2022$476K$656K2023$3.6M$679K2024
Revenue Expenses · by fiscal year end
Financials of HORACE A & S ELLA KIMBALL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$3,626,969$679,104$2,947,865$10,918,732$0$10,918,732
October 31, 2024990-PF$475,631$656,063-$180,432$7,979,185$0$7,979,185
October 31, 2023990-PF$401,720$632,967-$231,247$8,159,926$0$8,159,926
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$270,419
Net gain from sales of assets
$3,356,550

Expenses

Grants and similar amounts paid
$521,675
Compensation of officers, directors and key employees
$65,229
Disbursements for charitable purposes
$575,819
Excise tax on investment income
$49,066

Balance sheet and other

Total assets, start of year
$7,979,185
Total assets, end of year
$10,918,732
Total liabilities, end of year
$0
Net assets, end of year
$10,918,732
Fair market value of assets
$13,153,243
Qualifying distributions
$575,819
Net investment income
$3,626,969

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Norman D Baker Jr
7745 Indian Oaks Dr Apt H219, Vero Beach, FL 32966
President1$17,229
Edward C Marth
1711 Allen Lane, St Charles, IL 60174
President1$16,000
Jon D Lallo
42 Granite Street, Westerly, RI 02891
Treasurer1$16,000
James A Worrell
42 Weybossett Street Penthouse, Providence, RI 02903
Trustee1$16,000
990-PF for the year ended October 31, 2024: 5 people
NameTitleHours / weekCompensation
Norman D Baker Jr
7745 Indian Oaks Dr Apt H219, Vero Beach, FL 32966
President1$21,173
Thomas F Black III
130 Woodville Road, Hope Valley, RI 02832
Trustee1$20,665
Edward C Marth
1711 Allen Lane, St Charles, IL 60174
Secretary1$20,000
Jon D Lallo
42 Granite Street, Westerly, RI 02891
Treasurer1$8,000
James A Worrell
23 Broad Street, Westerly, RI 02891
Trustee1$4,000
990-PF for the year ended October 31, 2023: 3 people
NameTitleHours / weekCompensation
Thomas F Black III
130 Woodville Road, Hope Valley, RI 02832
President1$40,969
Norman D Baker Jr
7745 Indian Oaks Dr Apt H219, Vero Beach, FL 32966
Secretary/Treasurer1$16,969
Edward C Marth
1711 Allen Lane, St Charles, IL 60174
Trustee1$16,000

Address and contacts

Address (IRS master file)
23 BROAD STREET, WESTERLY, RI 02891-1879
Signed the 990-PF
EDWARD C MARTH, President
Phone
(401) 364-3565
Return prepared by
KPMG 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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
05-6006130
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
1913
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$10,918,732
Income (IRS master file)
$6,141,450

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$3,626,969$679,104$10,918,732XML
990-PFOctober 2024$475,631$656,063$7,979,185XML
990-PFOctober 2023$401,720$632,967$8,159,926XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 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 05-6006130).

Questions about HORACE A & S ELLA KIMBALL FOUNDATION

What is the EIN of HORACE A & S ELLA KIMBALL FOUNDATION?
The employer identification number (EIN) of HORACE A & S ELLA KIMBALL FOUNDATION is 05-6006130.
Is HORACE A & S ELLA KIMBALL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1913.
Are donations to HORACE A & S ELLA KIMBALL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HORACE A & S ELLA KIMBALL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HORACE A & S ELLA KIMBALL FOUNDATION due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HORACE A & S ELLA KIMBALL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of HORACE A & S ELLA KIMBALL FOUNDATION?
The 990-PF for the year ended October 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $17,229 (Norman D Baker Jr, President).
How much revenue does HORACE A & S ELLA KIMBALL FOUNDATION have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $3,626,969, expenses of $679,104 and total assets of $10,918,732 at year end.

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