Andrew B Rathbone Endowment

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 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

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

1states

Cities

Palmer

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$30K$59K$89K$118K20212022202320242025
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

Giving Over Time

Total grant dollars and number of grants per year

$0$11K$23K$34K$46K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

BAYSTATE WING HOSPITAL C…$46K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$440

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$440

Related Funders

Similar funders by location and focus area

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

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