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Nonprofit · EIN 13-7102310

ARCADIA CHARITABLE TR UA 050797

Also known as STONE ROBERT G JR ET AL TTEE

Tax-exempt · WRENTHAM, MA 02093

Financials

$302K$602K2023$1.1M$761K2024
Revenue Expenses · by fiscal year end
Financials of ARCADIA CHARITABLE TR UA 050797 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,053,068$760,766$292,302$11,262,332$0$11,262,332
December 31, 2023990-PF$301,540$602,313-$300,773$7,603,352$0$7,603,352
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$92,975
Interest
$778
Net gain from sales of assets
$812,645
Other income
$146,670

Expenses

Grants and similar amounts paid
$666,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$673,670
Excise tax on investment income
$12,493

Balance sheet and other

Total assets, start of year
$7,603,352
Total assets, end of year
$11,262,332
Total liabilities, end of year
$0
Net assets, end of year
$11,262,332
Fair market value of assets
$11,262,332
Qualifying distributions
$673,670
Net investment income
$969,861

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.

NameTitleHours / weekCompensation
Sarah S Fitzgerald
PO Box 186, Wrentham, MA 02093
Trustee0.5$0
William Fitzgerald
PO Box 186, Wrentham, MA 02093
Trustee0.5$0
Elise Green
PO Box 186, Wrentham, MA 02093
Trustee0.5$0
R Gregg Stone III
PO Box 186, Wrentham, MA 02093
Trustee0.5$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
SARAH S FITZGERALD
C/O HEMENWAY BARNES LLP 75 STATE, STREET, BOSTON, MA 02109
TRUSTEE0.5$0
CATHERINE M STONE
C/O HEMENWAY BARNES LLP 75 STATE, STREET, BOSTON, MA 02109
TRUSTEE0.5$0
R GREGG STONE III
C/O HEMENWAY BARNES LLP 75 STATE, STREET, BOSTON, MA 02109
TRUSTEE0.5$0
ELISE GREEN
C/O HEMENWAY BARNES LLP 75 STATE, STREET, BOSTON, MA 02109
TRUSTEE0.5$0
WILLIAM FITZGERALD
C/O HEMENWAY BARNES LLP 75 STATE, STREET, BOSTON, MA 02109
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
PO BOX 186, WRENTHAM, MA 02093-0186
In care of
% NORTH AMER MGMT
Signed the 990-PF
R Gregg Stone III, Trustee
Phone
(617) 733-3148
Return prepared by
Baker Newman & Noyes

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-7102310
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,262,332
Income (IRS master file)
$2,234,199

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,053,068$760,766$11,262,332XML
990-TDecember 2024–––IRS
990-PFDecember 2023$301,540$602,313$7,603,352XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 13-7102310).

Questions about ARCADIA CHARITABLE TR UA 050797

What is the EIN of ARCADIA CHARITABLE TR UA 050797?
The employer identification number (EIN) of ARCADIA CHARITABLE TR UA 050797 is 13-7102310.
Is ARCADIA CHARITABLE TR UA 050797 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to ARCADIA CHARITABLE TR UA 050797 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ARCADIA CHARITABLE TR UA 050797 file?
Form 990-PF. Private foundations file every year.
When is the next return of ARCADIA CHARITABLE TR UA 050797 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 ARCADIA CHARITABLE TR UA 050797 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 ARCADIA CHARITABLE TR UA 050797?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does ARCADIA CHARITABLE TR UA 050797 have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,053,068, expenses of $760,766 and total assets of $11,262,332 at year end.

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