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Nonprofit · EIN 04-6009940

HOBART AMES FOUNDATION

Also known as W DODGE R FREY & O SPALDING TTEE

Tax-exempt · BOSTON, MA 02110

Financials

$5.9M$3.5M2023$24.6M$3.3M2024
Revenue Expenses · by fiscal year end
Financials of HOBART AMES FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$24,629,665$3,348,042$21,281,623$38,481,275$68,543$38,412,732
December 31, 2023990$5,933,865$3,471,114$2,462,751$16,775,257$358,801$16,416,456
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,199,767
of which government grants
$5,015
Program service revenue
$1,472,610
Investment income
$21,954,288
Net gain from sales of assets
$21,745,481
Other revenue
$3,000

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$23,856
Salaries, compensation and benefits (total)
$23,856
Professional fundraising fees
$0
Legal fees
$45,509
Accounting fees
$34,375
Program services (functional)
$3,253,844
Management and general (functional)
$94,198

Balance sheet and other

Total assets, start of year
$16,775,257
Total assets, end of year
$38,481,275
Total liabilities, end of year
$68,543
Net assets, end of year
$38,412,732
Land, buildings and equipment
$2,827,637
Publicly traded securities
$34,062,243
Gross receipts
$25,023,356
Employees
0
Volunteers
3
Year formed
1949
State of legal domicile
MA

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ROBERT H FREYCO-TRUSTEE
Trustee or director
1$6,952
MR OLIVER A SPAULDINGCO-TRUSTEE
Trustee or director
1$6,952
AUGUSTA HAYDOCKCO-TRUSTEE
Trustee or director
1$6,952
MATTHEW BACKUSPLANTATION MANAGER
Officer
1$3,000
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
ROBERT H FREYCO-TRUSTEE
Trustee or director
1$4,595
MR OLIVER A SPAULDINGCO-TRUSTEE
Trustee or director
1$4,595
AUGUSTA HAYDOCKCO-TRUSTEE
Trustee or director
1$4,595
RICK CARLISEOFFICER
Officer
1$3,000

Address and contacts

Address (IRS master file)
NORTHERN TR 125 SUMMER ST STE 140, BOSTON, MA 02110-0000
In care of
% BANK OF AMERICA NA
Principal officer (990 for 2024)
ROBERT H FREY, NORTHERN TR 125 SUMMER ST STE 1400, BOSTON, MA 02110
Signed the 990
ROBERT H FREY, TRUSTEE
Phone
(888) 866-3275
Return prepared by
COHNREZNICK ADVISORY LLC

Mission

THE AMES PLANTATION LOCATED NEAR GRAND JUNCTION, TENNESSEE IS OPERATED FOR SCIENTIFIC & EDUCATIONAL PURPOSES UNDER A COOPERATIVE PROGRAM PLANNED & APPROVED BY THE TRUSTEES AND THE UNIVERSITY OF TENNESSEE.

990 for the year ended December 31, 2024

Program accomplishments

  • RESEARCH AND EDUCATIONAL PROGRAMS AT AMES PLANTATION FOCUS ON THE PRESERVATION, INTERPRETATION, AND UNDERSTANDING OF THE AGRICULTURAL AND CULTURAL HERITAGE OF SOUTHWESTERN TENNESSEE. WORK IS CONDUCTED UNDER A COOPERATIVE PROGRAM BETWEEN THE AMES PLANTATION TRUSTEES AND THE UNIVERSITY OF TENNESSEE.RESEARCH EFFORTS INCLUDE BEEF CATTLE BIOTECHNOLOGIES, AGRICULTURAL FIELD STUDIES, FORESTRY MANAGEMENT, AND WILDLIFE HABITAT DEVELOPMENT. STUDIES ARE DESIGNED TO IMPROVE PRODUCTION EFFICIENCIES, IMPROVE LAND STEWARDSHIP PRACTICES, ENHANCE SUSTAINABILITY, AND ADVANCE UNDERSTANDING OF RURAL LAND USE IN THE LOWER MISSISSIPPI VALLEY REGION. FINDINGS FROM THESE PROJECTS CONTRIBUTE TO UNIVERSITY RESEARCH PROGRAMS, STATEWIDE EXTENSION OUTREACH, AND PROFESSIONAL TRAINING FOR STUDENTS AND LAND MANAGERS.EDUCATIONAL PROGRAMS AT AMES PLANTATION ARE CENTERED ON CONNECTING THE PUBLIC, STUDENTS, AND RESEARCHERS WITH THE REGION'S HISTORICAL AND ENVIRONMENTAL RESOURCES. SCHOOL FIELD TRIPS AND UNIVERSITY PARTNERSHIPS PROVIDE HANDS-ON LEARNING OPPORTUNITIES IN AGRICULTURE, ARCHAEOLOGY, ECOLOGY, AND HISTORIC PRESERVATION. VISITING STUDENTS LEARN ABOUT AGRICULTURAL PRODUCTION, FOREST CONSERVATION, AND THE LIFESTYLES OF EARLY TENNESSEE SETTLERS THROUGH INTERPRETIVE TOURS AND INTERACTIVE ACTIVITIES.THE AMES PLANTATION ALSO PROVIDES RESEARCH MATERIALS AND SUPPORT FOR SCHOLARS FROM ACADEMIC PROGRAMS ACROSS THE MID-SOUTH AND BEYOND. INSTITUTIONS INCLUDE THE UNIVERSITY OF TENNESSEE, THE UNIVERSITY OF MEMPHIS, RHODES COLLEGE, MISSISSIPPI STATE UNIVERSITY, THE UNIVERSITY OF MISSOURI, AND OTHERS.THE COLLABORATION BETWEEN TALL TIMBERS RESEARCH STATION & LAND CONSERVANCY AND AMES AGRESEARCH AND EDUCATION CENTER (VIA AMES PLANTATION) CENTERS ON RESTORING WILD NORTHERN BOBWHITE QUAIL HABITAT ACROSS THE PLANTATION'S 6,000-ACRE FIELD TRIAL AREA IN GRAND JUNCTION, TENNESSEE. THE PARTNERSHIP APPLIES TALL TIMBERS' DECADES OF EXPERTISE IN PRESCRIBED FIRE AND QUAIL MANAGEMENT TO CREATE OPEN-CANOPY SAVANNA AND GRASS-FORB HABITATS WHERE WILD QUAIL CAN THRIVE, AIMING TO TRANSITION AWAYFROM RELIANCE ON PEN-RAISED BIRDS. LEVERAGING BOTH ORGANIZATIONS' STRENGTHS, THE PROJECT WILL ALSO SERVE AS A REGIONAL DEMONSTRATION AND RESEARCH HUB FOR UPLAND HABITAT MANAGEMENT IN THE MID-SOUTH.THE NATIONAL FIELD TRIAL CHAMPIONSHIP FOR ALL-AGE BIRD DOGS, WHICH BEGAN IN 1896, HAS BEEN HOSTED ANNUALLY ON THE PLANTATION SINCE 1915. RUNNING ON ABOUT 6,000 ACRES, THE USUAL ENTRY OF 42 ENGLISH POINTERS AND/OR ENGLISH SETTERS THAT ARE WINNERS OR PLACERS IN 70 QUALIFYING TRIALS THROUGHOUT THE U.S. COMPETE. SEVERAL THOUSAND FIELD TRIAL ENTHUSIASTS FROM ALL OVER THE WORLD ATTEND THE EVENT EACH YEAR.
    Expenses $3,253,844 · revenue $1,475,610

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-6009940
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1953
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Unknown (Z99Z)
Assets (IRS master file)
$38,481,275
Income (IRS master file)
$25,023,356

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$24,629,665$3,348,042$38,481,275XML
990December 2023$5,933,865$3,471,114$16,775,257XML
990December 2022$2,159,529$3,159,830$13,490,774IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 04-6009940).

Questions about HOBART AMES FOUNDATION

What is the EIN of HOBART AMES FOUNDATION?
The employer identification number (EIN) of HOBART AMES FOUNDATION is 04-6009940.
Is HOBART AMES FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
Are donations to HOBART AMES FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HOBART AMES FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HOBART AMES FOUNDATION 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 HOBART AMES FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of HOBART AMES FOUNDATION?
The 990 for the year ended December 31, 2024 names ROBERT H FREY.
Who are the officers and directors of HOBART AMES FOUNDATION?
The 990 for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $6,952 (ROBERT H FREY, CO-TRUSTEE).
How much revenue does HOBART AMES FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $24,629,665, expenses of $3,348,042 and total assets of $38,481,275 at year end.

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