The Plymouth Rock Assurance Foundation
The Plymouth Rock Assurance Foundation is a corporate foundation established in 1993 and based in Boston, Massachusetts. As the philanthropic arm of Plymouth Rock Assurance, the foundation supports nonprofit organizations making meaningful impact in underserved communities across the Northeast.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$455K
-48.2% YoY
Annual Giving
$826K
-11.3% YoY
Grant Count
2
-85.7% YoY
Avg Grant Size
$413K
+520.7% YoY
Under IRS private-foundation payout rules, The Plymouth Rock Assurance Foundation reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation supports programs designed to impact communities in need. Primary funding areas include:
- Education
- Youth services
- Health care
- Human services
- Legal services
- Environment
- Arts and culture
- Community development
- Violence prevention
- Safety advocacy
The foundation demonstrates particular commitment to educational programs for underserved students and health care and safety advocacy for at-risk populations.
Grantmaking
The foundation operates on a preselected basis only and does not accept unsolicited applications for funds. The foundation makes contributions exclusively to preselected charitable organizations.
How to Apply
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations throughout Connecticut, Massachusetts, New Hampshire, New Jersey, New York, and Pennsylvania.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Data (2024):
- Total assets: $455,454
- Total giving: $826,126
Prior Year Data (2023):
- Total assets: $879,960
- Total revenues: $719,492
- Total expenses: $943,458
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $455,454 | $879,960 | $1,103,927 |
| Revenue | $406,385 | $719,492 | $3,019,602 |
| Expenses | $832,056 | $943,458 | $969,136 |
| Qualifying Distributions | $826,126 | $931,685 | $943,039 |
| Net Investment Income | $406,385 | $719,492 | $1,509,669 |
| Distributable Amount | $17,205 | $38,094 | $48,290 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
80 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Blackbaud Giving Fund ($654,500), Blackbaud Giving Fund ($171,626).
| Recipient | Purpose | Amount |
|---|---|---|
| Blackbaud Giving Fund Charleston, SC | Employee Matching | $171,626 |
| Blackbaud Giving Fund Charleston, SC | Support for programming in the areas of education youth services health care human services legal services environment and arts and culture | $654,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is governed by a board of trustees with limited staffing:
- Paula Gold, Trustee
- Sonja Plesset, Trustee
- Lee Englert, Trustee
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Paula Gold | Trustee | 1 | — |
| Sonja Plesset | Trustee | 1 | — |
| Lee Englert | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Plymouth Rock Assurance Foundation fund?
The foundation supports programs designed to impact communities in need. Primary funding areas include: • Education • Youth services • Health care • Human services • Legal services • Environment • Arts and culture • Community development • Violence prevention • Safety advocacy The foundation demonstrates particular commitment to educational programs for underserved students and health care and safety advocacy for at-risk populations.
How do I apply for a grant from The Plymouth Rock Assurance Foundation?
**Grant Activity:** • The foundation made grants totaling $826,126 in 2024 • Recent grants have ranged from $172,000 to $655,000 • In 2023, the foundation made at least 16 grants, including two major grants to The Blackbaud Giving Fund ($736,570 and $642,750) and an employee matching grant ($195,115) **Application Process:** The foundation operates on a preselected basis only and does not accept unsolicited applications for funds. The foundation makes contributions exclusively to preselected ch…
Where does The Plymouth Rock Assurance Foundation make grants?
The foundation primarily funds organizations throughout Connecticut, Massachusetts, New Hampshire, New Jersey, New York, and Pennsylvania.
What size grants does The Plymouth Rock Assurance Foundation award?
In 2024, The Plymouth Rock Assurance Foundation awarded 2 grants totaling $826K — an average of about $413K per grant, based on its IRS Form 990 filings.
How much is The Plymouth Rock Assurance Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Plymouth Rock Assurance Foundation reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Plymouth Rock Assurance Foundation's EIN?
The Plymouth Rock Assurance Foundation's EIN (Employer Identification Number) is 04-6739902. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Plymouth Rock Assurance Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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