Babson Historical Association Inc
Babson Historical Association Inc is a private foundation, based in GLOUCESTER, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $432K in total assets. In 2025, it awarded 3 grants totaling $15K. Net investment income was $16K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$432K
+0.9% YoY
Annual Giving
$15K
-55.2% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$5K
-40.3% YoY
Under IRS private-foundation payout rules, Babson Historical Association Inc reported a distributable amount of $56K for 2025 — the minimum it must pay out in qualifying distributions.
About Babson Historical Association Inc
Based on IRS filings
Babson Historical Association Inc is a private foundation, based in GLOUCESTER, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $432K in total assets. In 2025, it awarded 3 grants totaling $15K. Net investment income was $16K.
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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 | $431,675 | $427,785 | $452,531 |
| Revenue | $44,786 | $67,655 | $66,506 |
| Expenses | $41,257 | $75,836 | $55,033 |
| Qualifying Distributions | $34,997 | $68,439 | $47,390 |
| Net Investment Income | $16,312 | $28,125 | $58,737 |
| Distributable Amount | $55,525 | $52,759 | $49,481 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Sawyer Free Library ($12,500), Proprietors of Oak Grove ($1,500), Sandy Bay Historical Society ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SAWYER FREE LIBRARY GLOUCESTER, MA | LIBRARY AND ARCHIVE FUNCTIONS | $12,500 |
| PROPRIETORS OF OAK GROVE GLOUCESTER, MA | REPAIR OF GROUNDS | $1,500 |
| SANDY BAY HISTORICAL SOCIETY ROCKPORT, MA | MAINTENANCE OF HISTORICAL OBJECTS | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MATTHEW M BABSON | TREASURER | — | — |
| ROBERT G BABSON | PRESIDENT | — | — |
| KATHERINE L BABSON JR | ASSISTANT TR | — | — |
| MARCIA B ROGERS | TRUSTEE | — | — |
| AMANDA L BABSON | SECRETARY | — | — |
| MARK R BABSON | VICE PRESIDENT | — | — |
| DAVID L BABSON III | TRUSTEE | — | — |
| ANDREW NC BABSON | TRUSTEE | — | — |
| MARGARET C BABSON | TRUSTEE | — | — |
| KATHLEEN HANZELI | TRUSTEE | — | — |
| STEPHANIE BABSON | TRUSTEE | — | — |
Frequently Asked Questions
How large is Babson Historical Association Inc?
As of 2025, Babson Historical Association Inc holds $432K in total assets with $45K in annual revenue. It awarded 3 grants totaling $15K in 2025.
Where does Babson Historical Association Inc operate?
Babson Historical Association Inc has awarded grants in Massachusetts.
What size grants does Babson Historical Association Inc award?
In 2025, Babson Historical Association Inc awarded 3 grants totaling $15K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Babson Historical Association Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Babson Historical Association Inc reported a distributable amount of $56K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Babson Historical Association Inc's EIN?
Babson Historical Association Inc's EIN (Employer Identification Number) is 04-2347130. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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