The Plymouth Rock Assurance Foundation
The Plymouth Rock Assurance Foundation is a private foundation based in Boston, Massachusetts. It makes charitable contributions to nonprofit organizations positively impacting communities in need, as part of Plymouth Rock Assurance’s community-giving efforts.
The Plymouth Rock Assurance Foundation at a glance
In short: The Plymouth Rock Assurance Foundation gave $990K across 2 grants in 2025 (avg $495K), mostly in South Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $989,852
- +19.8% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $494,926
- +19.8% vs 2024
- Median grant
- $494,926
- Total assets
- $533,676
- +17.2% vs 2024
- Primary geography
- South Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to The Plymouth Rock Assurance Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation contributes only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 695 Atlantic Avenue, Boston, MA 02111-2623
Phone: (617) 720-1620
Website: https://plymouthrock.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Plymouth Rock Assurance Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Blackbaud Giving Fund ($990K across 2 grants).
Grant Size Distribution
305 grants across all recorded years
The most common grant size was under $50K: 289 grants of 305 (95%).
Geographic Focus
Where this funder awards grants
Plymouth Rock describes community support across Connecticut, Massachusetts, New Hampshire, New Jersey, New York, and Pennsylvania. In the 2025 filing, all reported grant dollars went to recipients in South Carolina.
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How The Plymouth Rock Assurance Foundation gives
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $619K (2020) to $1.6M (2021). In 2025 it made 2 grants totaling $990K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Blackbaud Giving Fund Charleston, SC | Grants | $785,000 |
| Blackbaud Giving Fund Charleston, SC | Employee Matching | $204,852 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $533,676 | $1,082,975 | $1,010,543 | $989,852 | 2 | $989,852 | $1,016,247 | — |
| 2024 | $455,454 | $406,385 | $832,056 | $826,126 | 2 | $826,126 | $406,385 | $17,205 |
| 2023 | $879,960 | $719,492 | $943,458 | $931,685 | 2 | $931,685 | $719,492 | $38,094 |
| 2022 | $1,103,927 | $3,019,602 | $969,136 | $943,039 | 13 | $943,039 | $1,509,669 | $48,290 |
| 2021 | $563,394 | $2,649,236 | $1,613,807 | $1,612,889 | 286 | $1,612,889 | $1,324,618 | $47,721 |
| 2020 | $852,582 | $1,143,423 | $642,258 | $619,223 | 1 | — | — | $51,722 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated philanthropic mission is to support nonprofit organizations positively impacting communities in need. Plymouth Rock describes community development as a particular commitment, including education for underserved students, violence prevention for vulnerable youth, and health care and safety advocacy for at-risk populations.
Grantmaking
The foundation reported two grants totaling $989,852 in 2025. Both went to Blackbaud Giving Fund in Charleston, South Carolina: $785,000 for “Grants” and $204,852 for “Employee Matching.” The reported grant amounts ranged from $204,852 to $785,000, with a median of $494,926. In 2024, it reported two grants totaling $826,126; in 2023, it reported two totaling $931,685.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Paula Gold, Sonja Plesset, and Lee Englert as trustees.
The Plymouth Rock Assurance Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lee Englert
Trustee
On filings since 2020
1 hr/week
No compensation reported
Paula Gold
Trustee
Trustee → Ttustee, 2022
Ttustee → Trustee, 2023
On filings since 2020
1 hr/week
No compensation reported
Sonja Plesset
Trustee
Trustee → Trustee & Executive Director, 2021
Trustee & Executive Director → Trustee, 2022
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Plymouth Rock Assurance Foundation
How much does The Plymouth Rock Assurance Foundation give each year?
The Plymouth Rock Assurance Foundation gave $990K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $826K across 2 grants.
How large is The Plymouth Rock Assurance Foundation?
The Plymouth Rock Assurance Foundation reported $534K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $1.1M.
What does The Plymouth Rock Assurance Foundation fund?
The foundation’s stated philanthropic mission is to support nonprofit organizations positively impacting communities in need. See mission & focus areas ↑
How do I apply for a grant from The Plymouth Rock Assurance Foundation?
The foundation contributes only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does The Plymouth Rock Assurance Foundation make grants?
Plymouth Rock describes community support across Connecticut, Massachusetts, New Hampshire, New Jersey, New York, and Pennsylvania. In the 2025 filing, all reported grant dollars went to recipients in South Carolina.
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 2020–2025.
Does The Plymouth Rock Assurance Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 20, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 26, 2024)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 11, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 20, 2026)
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