Civic Intelligence

Hobart Ames Foundation

EIN 04-6009940 • 501(c)3 • Boston, MA

Profile

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.

Northern Tr 125 Summer St Ste 140Boston, MA 02110

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

98th percentile

129%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

315%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$38,481,275

Up $21,706,018 (+129%) from 2023

Liabilities

Down

$68,543

Down $290,258 (-81%) from 2023

Net Assets

Up

$38,412,732

Up $21,996,276 (+134%) from 2023

Operations
Liabilities / Revenue6th percentileNet Margin97th percentile

Revenue

Up

$24,629,665

Up $18,695,800 (+315%) from 2023

Expenses

Down

$3,348,042

Down $123,072 (-3.5%) from 2023

Net Income

Up

$21,281,623

Up $18,818,872 (+764%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $14,565,921Liabilities 2011: $0Net Assets 2011: $14,565,9212011Assets 2012: $14,924,391Liabilities 2012: $0Net Assets 2012: $14,924,3912012Assets 2013: $15,343,030Liabilities 2013: $0Net Assets 2013: $15,343,0302013Assets 2014: $16,430,353Liabilities 2014: $505,792Net Assets 2014: $15,924,5612014Assets 2015: $15,898,642Liabilities 2015: $319,227Net Assets 2015: $15,579,4152015Assets 2016: $15,422,057Liabilities 2016: $346,227Net Assets 2016: $15,075,8302016Assets 2017: $15,375,342Liabilities 2017: $342,371Net Assets 2017: $15,032,9712017Assets 2018: $14,842,285Liabilities 2018: $248,715Net Assets 2018: $14,593,5702018Assets 2019: $14,877,477Liabilities 2019: $209,086Net Assets 2019: $14,668,3912019Assets 2020: $14,548,040Liabilities 2020: $385,780Net Assets 2020: $14,162,2602020Assets 2021: $14,431,174Liabilities 2021: $339,229Net Assets 2021: $14,091,9452021Assets 2022: $13,490,774Liabilities 2022: $331,955Net Assets 2022: $13,158,8192022Assets 2023: $16,775,257Liabilities 2023: $358,801Net Assets 2023: $16,416,4562023Assets 2024: $38,481,275Liabilities 2024: $68,543Net Assets 2024: $38,412,7322024

Highlighted filing

2024

Assets$38,481,275
Liabilities$68,543
Net Assets$38,412,732
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $2,844,196Expenses 2011: $3,221,054Net Income 2011: -$376,8582011Revenue 2012: $4,167,154Expenses 2012: $3,799,109Net Income 2012: $368,0452012Revenue 2013: $4,361,403Expenses 2013: $3,942,614Net Income 2013: $418,7892013Revenue 2014: $3,325,263Expenses 2014: $2,774,881Net Income 2014: $550,3822014Revenue 2015: $2,647,115Expenses 2015: $3,015,064Net Income 2015: -$367,9492015Revenue 2016: $2,321,689Expenses 2016: $2,869,215Net Income 2016: -$547,5262016Revenue 2017: $2,806,045Expenses 2017: $2,954,125Net Income 2017: -$148,0802017Revenue 2018: $2,434,670Expenses 2018: $2,948,769Net Income 2018: -$514,0992018Revenue 2019: $2,938,931Expenses 2019: $2,974,007Net Income 2019: -$35,0762019Revenue 2020: $2,218,479Expenses 2020: $2,794,093Net Income 2020: -$575,6142020Revenue 2021: $2,790,265Expenses 2021: $2,905,136Net Income 2021: -$114,8712021Revenue 2022: $2,159,529Expenses 2022: $3,159,830Net Income 2022: -$1,000,3012022Revenue 2023: $5,933,865Expenses 2023: $3,471,114Net Income 2023: $2,462,7512023Revenue 2024: $24,629,665Expenses 2024: $3,348,042Net Income 2024: $21,281,6232024

Highlighted filing

2024

Revenue$24,629,665
Expenses$3,348,042
Net Income$21,281,623
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,481,275
Liabilities
$68,543
Net assets
$38,412,732
Revenue
$24,629,665
Expenses
$3,348,042
Net income
$21,281,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.5$0.07$38.4$24.6$3.35$21.3
2023Detailed filing. Detailed filing data is available for this year.$16.8$0.36$16.4$5.93$3.47$2.46
2022Detailed filing. Detailed filing data is available for this year.$13.5$0.33$13.2$2.16$3.16$1.00
2021Detailed filing. Detailed filing data is available for this year.$14.4$0.34$14.1$2.79$2.91$0.11
2020Detailed filing. Detailed filing data is available for this year.$14.5$0.39$14.2$2.22$2.79$0.58
2019Detailed filing. Detailed filing data is available for this year.$14.9$0.21$14.7$2.94$2.97$0.04
2018Summary only. Only limited summary data is available for this year.$14.8$0.25$14.6$2.43$2.95$0.51
2017Summary only. Only limited summary data is available for this year.$15.4$0.34$15.0$2.81$2.95$0.15
2016Summary only. Only limited summary data is available for this year.$15.4$0.35$15.1$2.32$2.87$0.55
2015Summary only. Only limited summary data is available for this year.$15.9$0.32$15.6$2.65$3.02$0.37
2014Summary only. Only limited summary data is available for this year.$16.4$0.51$15.9$3.33$2.77$0.55
2013Summary only. Only limited summary data is available for this year.$15.3$0.00$15.3$4.36$3.94$0.42
2012Summary only. Only limited summary data is available for this year.$14.9$0.00$14.9$4.17$3.80$0.37
2011Summary only. Only limited summary data is available for this year.$14.6$0.00$14.6$2.84$3.22$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$25,023,356
Mission and Program Overview

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.

Purposes under a cooperative program planned & approved by the trustees and the university of tn.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$12,236,363$34,577,243▲ $22,340,880
Investments in Publicly Traded Securities$11,691,363$34,062,243▲ $22,370,880
Rtn Earn Endowment Incm Other Fnds$4,180,093$3,835,489▼ $344,604
Land, Buildings, and Equipment, Net$3,341,336$2,827,637▼ $513,699
Inventories for Sale or Use$563,017$572,822▲ $9,805
Savings and Temporary Cash Investments$522,596$377,081▼ $145,515
Prepaid Expenses and Deferred Charges$83,579$69,171▼ $14,408
Accounts Receivable$244,254$49,046▼ $195,208
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$16,775,257$38,481,275▲ $21,706,018
Other Assets Total$329,112$523,275▲ $194,163
Liabilities
Deferred Revenue$237,459$61,335▼ $176,124
Accounts Payable and Accrued Expenses$116,146$7,208▼ $108,938
Mortgage Notes Payable Secured by Investment Property$5,196--
Total Liabilities$358,801$68,543▼ $290,258
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,416,456$38,412,732▲ $21,996,276
Total Liabilities and Net Assets / Fund Balance$16,775,257$38,481,275▲ $21,706,018

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,380,338$10,777,468$12,157,806
Land$1,447,299-$1,447,299
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Augusta HaydockCo-trustee$6,952$6,952
Mr Oliver a SpauldingCo-trustee$6,952$6,952
Robert H FreyCo-trustee$6,952$6,952
Matthew BackusPlantation Manager$3,000$3,000
Revenue and Support

Revenue Composition

Contributions and Grants
$1,199,767
Program Service Revenue
$1,472,610
Investment Income
$21,954,288
Other Revenue
$3,000
All Other Contributions
$1,194,752
Change in Net Assets
$21,281,623

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,629,665
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$714,653
Total Revenue per Audited Statements
$25,344,318
Total Revenue per Form 990
$24,629,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,324,186
Salaries, Compensation, and Employee Benefits$23,856
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$3,042,566--$3,042,566
All Other Expenses$136,291--$136,291
Fees for Service Investment Mgmnt Fees$55,678--$55,678
Fees for Services Legal-$45,509-$45,509
Fees for Services Accounting-$34,375-$34,375
Current Officers, Directors, Trustees, and Key Employees$9,542$14,314-$23,856
Fees for Services Other$9,767--$9,767
Total Functional Expenses$3,253,844$94,198$0$3,348,042

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,348,042
Total Expenses per Audited Statements$3,348,042
Total Expenses per Form 990$3,348,042
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees that act on behalf of the trustees.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed prior to filing by an officer of the institutional co-trustee of the trust.”

Form 990, Part VI, Section B, Line 12C

“Annual statement by all institutional trustee employees are signed and documented.”

Form 990, Part VI, Section C, Line 18

“Upon request - see contact information for organization records and books below.”

Form 990, Part VI, Section C, Line 19

“The trust and/or the bank as institutional trustee makes its governance documents, conflicts of interest policy and financial statements available to the public as required by federal and state laws.”

Filing and Contact Details

Filer

Filer Name
Hobart Ames Foundation
EIN
04-6009940
Phone
8888663275
Address
NORTHERN TR 125 SUMMER ST STE 140, BOSTON, MA 02110

Signing Officer

Name
Robert H Frey
Title
Trustee
Phone
8888663275
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert H Frey
Formed
1949
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Cohnreznick Advisory LLC
Address
ONE POST OFFICE SQUARE SUITE 2950, BOSTON, MA 02109
Preparer
Lori Rothe Yokobosky
Phone
6176481400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Based on the evaluation of the plantation's tax positions, management believes all positions taken would more likely than not be upheld under examination. Therefore, no provision for the effects of uncertain tax positions has been recorded for the years ended december 31, 2024 and 2023.”

Raw XML Appendix394 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0RESEARCH 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.
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IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt05196
IRS990/NetAssetsOrFundBalancesBOYAmt016416456
IRS990/NetAssetsOrFundBalancesEOYAmt038412732
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt021745481
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt021745481
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0714653
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0329112
IRS990/OtherAssetsTotalGrp/EOYAmt0523275
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SEE ATTACHED FROM AMES
IRS990/OtherExpensesGrp/ProgramServicesAmt03042566
IRS990/OtherExpensesGrp/TotalAmt03042566
IRS990/OtherRevenueTotalAmt03000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt083579
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt069171
IRS990/PrincipalOfficerNm0ROBERT H FREY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0111000
IRS990/ProgramServiceRevenueGrp/BusinessCd1111000
IRS990/ProgramServiceRevenueGrp/BusinessCd2111000
IRS990/ProgramServiceRevenueGrp/BusinessCd3111000
IRS990/ProgramServiceRevenueGrp/BusinessCd4111000
IRS990/ProgramServiceRevenueGrp/Desc0CROPS
IRS990/ProgramServiceRevenueGrp/Desc1CATTLE
IRS990/ProgramServiceRevenueGrp/Desc2HUNTING CLUB
IRS990/ProgramServiceRevenueGrp/Desc3FOSTERY
IRS990/ProgramServiceRevenueGrp/Desc4QUAIL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0952793
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1362843
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2119880
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt328534
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt48560
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0952793
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1362843
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2119880
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt328534
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt48560
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0681455
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03697768
IRS990/PYOtherExpensesAmt03454329
IRS990/PYOtherRevenueAmt0166577
IRS990/PYProgramServiceRevenueAmt01388065
IRS990/PYRevenuesLessExpensesAmt02462751
IRS990/PYSalariesCompEmpBnftPaidAmt016785
IRS990/PYTotalExpensesAmt03471114
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05933865
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt021281623
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01475610
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04180093
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03835489
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0522596
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0377081
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME - 2020 AMOUNT: $ 14,155. 2021 AMOUNT: $ 46,047. 2022 AMOUNT: $ 112,439. 2023 AMOUNT: $ 166,578. 2024 AMOUNT: $ 3,000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01199767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0681455
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0280278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0213036
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0255178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02629714
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0208807
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0206500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0274425
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0339431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0308464
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01337627
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07252057
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0166578
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0112439
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt046047
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt014155
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0342219
IRS990ScheduleA/PublicSupportCY170Pct00.61020
IRS990ScheduleA/PublicSupportPY170Pct00.47990
IRS990ScheduleA/PublicSupportTotal170Amt02629714
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01199767
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0681455
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0280278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0213036
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0255178
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02629714
IRS990ScheduleA/TotalSupportAmt04309560
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01380338
IRS990ScheduleD/BuildingsGrp/DepreciationAmt010777468
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012157806
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03348042
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01447299
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01447299
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0714653
IRS990ScheduleD/RevenueNotReportedAmt0714653
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt024629665
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BASED ON THE EVALUATION OF THE PLANTATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD MORE LIKELY THAN NOT BE UPHELD UNDER EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02827637
IRS990ScheduleD/TotalExpensesPerForm990Amt03348042
IRS990ScheduleD/TotalRevenuePerForm990Amt024629665
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt025344318
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03348042
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES THAT ACT ON BEHALF OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED PRIOR TO FILING BY AN OFFICER OF THE INSTITUTIONAL CO-TRUSTEE OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL STATEMENT BY ALL INSTITUTIONAL TRUSTEE EMPLOYEES ARE SIGNED AND DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST - SEE CONTACT INFORMATION FOR ORGANIZATION RECORDS AND BOOKS BELOW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST AND/OR THE BANK AS INSTITUTIONAL TRUSTEE MAKES ITS GOVERNANCE DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY FEDERAL AND STATE LAWS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt016775257
IRS990/TotalAssetsEOYAmt038481275
IRS990/TotalAssetsGrp/BOYAmt016775257
IRS990/TotalAssetsGrp/EOYAmt038481275
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01199767
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094198
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03253844
IRS990/TotalFunctionalExpensesGrp/TotalAmt03348042
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0358801
IRS990/TotalLiabilitiesEOYAmt068543
IRS990/TotalLiabilitiesGrp/BOYAmt0358801
IRS990/TotalLiabilitiesGrp/EOYAmt068543
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016416456
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt038412732
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03253844
IRS990/TotalProgramServiceRevenueAmt01472610
IRS990/TotalReportableCompFromOrgAmt023856
IRS990/TotalRevenueGrp/ExclusionAmt021954288
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01475610
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt024629665
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016775257
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt038481275
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0NORTHERN TR 125 SUMMER ST STE 1400
IRS990/USAddress/CityNm0BOSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002110
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT H FREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOBART AMES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOBA
ReturnHeader/Filer/EIN0046009940
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0NORTHERN TR 125 SUMMER ST STE 140
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0333709623
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE POST OFFICE SQUARE SUITE 2950
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06176481400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI ROTHE YOKOBOSKY
ReturnHeader/ReturnTs02025-11-07T11:24:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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