Andrew B Rathbone Endowment
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 grants totaling $46K. Net investment income was $67K.
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.
About Andrew B Rathbone Endowment
Based on IRS filings
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 grants totaling $46K. Net investment income was $67K.
Ready to take the next step with Andrew B Rathbone Endowment?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Baystate Wing Hospital Corporati ($45,917).
| Recipient | Purpose | Amount |
|---|---|---|
| BAYSTATE WING HOSPITAL CORPORATI PALMER, MA | UNRESTRICTED GENERAL | $45,917 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $440 |
Frequently Asked Questions
How large is Andrew B Rathbone Endowment?
As of 2025, Andrew B Rathbone Endowment holds $601K in total assets with $68K in annual revenue. It awarded 1 grants totaling $46K in 2025.
Where does Andrew B Rathbone Endowment operate?
Andrew B Rathbone Endowment has awarded grants in Massachusetts.
What size grants does Andrew B Rathbone Endowment award?
In 2025, Andrew B Rathbone Endowment awarded 1 grants totaling $46K — an average of about $46K per grant, based on its IRS Form 990 filings.
How much is Andrew B Rathbone Endowment required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Andrew B Rathbone Endowment reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Andrew B Rathbone Endowment's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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