Andrew B Rathbone Endowment

Private foundation · Grantmaker Dallas, TX EIN: 04-6016712

Andrew B Rathbone Endowment is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $601K in total assets. In 2025, it awarded 1 grant totaling $46K. Net investment income was $67K.

Key facts about Andrew B Rathbone Endowment

In short: Andrew B Rathbone Endowment gave $46K across 1 grant in 2025 (avg $46K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6016712
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$45,917
Grants made (2025)
1
Average grant
$45,917
Median grant
$45,917
Total assets
$601,496
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$601K

+3.0% YoY

Annual Giving

$46K

+127.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$46K

+127.5% YoY

Under IRS private-foundation payout rules, Andrew B Rathbone Endowment reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.

How Andrew B Rathbone Endowment gives

  • Giving held roughly steady from 2022 to 2025 (+17%). Method
  • In 2025 it paid out 132% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

Palmer

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $20K (2024) to $46K (2025). In 2025 it made 1 grant totaling $46K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Baystate Wing Hospital Corporati: $46KBaystate Wing HospitalCorporati$46K

The largest 2025 recipient was Baystate Wing Hospital Corporati ($46K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Baystate Wing Hospital Corporati Palmer, MAUnrestricted General$45,917

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$601,496$584,161$561,834
Revenue$68,438$21,127$-1,347
Expenses$47,597$21,363$27,280
Qualifying Distributions$46,128$20,389$23,962
Net Investment Income$66,717$18,790$11,903
Distributable Amount$34,818$33,146$29,576

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Andrew B Rathbone Endowment's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $213 (2021) → $440 (2025)

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $440Bank of AmericaTrustee$440

The highest reported compensation on the 2025 filing was $440, to Bank of America (Trustee).

Frequently asked questions about Andrew B Rathbone Endowment

How much does Andrew B Rathbone Endowment give each year?

Andrew B Rathbone Endowment gave $46K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 1 grant.

How large is Andrew B Rathbone Endowment?

Andrew B Rathbone Endowment reported $601K in total assets on its 2025 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets).

Where does Andrew B Rathbone Endowment operate?

Andrew B Rathbone Endowment has awarded grants in Massachusetts.

What is Andrew B Rathbone Endowment's EIN?

Andrew B Rathbone Endowment's EIN (Employer Identification Number) is 04-6016712. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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