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.
Babson Historical Association Inc at a glance
In short: Babson Historical Association Inc gave $15K across 3 grants in 2025 (avg $5K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,000
- -55.2% vs 2024
- Grants made (2025)
- 3
- -25.0% vs 2024
- Average grant
- $5,000
- -40.3% vs 2024
- Median grant
- $1,500
- Total assets
- $431,675
- +0.9% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Babson Historical Association Inc funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Sawyer Free Library ($13K). Together the top 3 received $15K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Babson Historical Association Inc gives
- Giving grew 500% from 2022 to 2025. Method
- In 2025 it paid out 63% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $3K (2022) to $34K (2024). In 2025 it made 3 grants totaling $15K.
Grants by year
Grant recipients and amounts by year
| 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 |
Ready to take the next step with Babson Historical Association Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $431,675 | $44,786 | $41,257 | $15,000 | 3 | $34,997 | $16,312 | $55,525 |
| 2024 | $427,785 | $67,655 | $75,836 | $33,500 | 4 | $68,439 | $28,125 | $52,759 |
| 2023 | $452,531 | $66,506 | $55,033 | $3,500 | 4 | $47,390 | $58,737 | $49,481 |
| 2022 | $445,492 | $46,502 | $39,685 | $2,500 | 3 | $32,483 | $39,254 | $55,184 |
| 2021 | $450,088 | $46,224 | $29,109 | — | — | — | $40,112 | $49,921 |
| 2020 | $447,973 | $29,086 | $41,277 | $15,000 | 4 | — | $19,115 | $43,877 |
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.
Leadership & Key People
Officers and directors from IRS filings
Babson Historical Association Inc is led by Robert G. Babson, President on every filing since 2020; none of the 11 officers listed in 2025 report compensation.
Officers on the 2025 filing
Robert G. Babson
President
On filings since 2020
No compensation reported
Andrew Nc Babson
Trustee
On filings since 2020
No compensation reported
David L. Babson III
Trustee
On filings since 2020
No compensation reported
Marcia B. Rogers
Trustee
On filings since 2020
No compensation reported
Margaret C. Babson
Trustee
On filings since 2020
No compensation reported
Kathleen Hanzeli
Trustee
New on the 2025 filing
No compensation reported
Stephanie Babson
Trustee
New on the 2025 filing
No compensation reported
Amanda L. Babson
Secretary
On filings since 2020
No compensation reported
Katherine L. Babson Jr.
Assistant Tr
On filings since 2020
No compensation reported
Mark R. Babson
Vice President
On filings since 2020
No compensation reported
Matthew M. Babson
Treasurer
On filings since 2020
No compensation reported
Former officers (1)
- Former: Anne B. Carter (2020–2024) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Babson Historical Association Inc
How much does Babson Historical Association Inc give each year?
Babson Historical Association Inc gave $15K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 4 grants.
What is Babson Historical Association Inc's typical grant size?
Babson Historical Association Inc's median grant in 2025 was $1,500, and its average grant was $5,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does Babson Historical Association Inc give grants?
Babson Historical Association Inc gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Gloucester, MA (2 grants).
Does Babson Historical Association Inc give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Babson Historical Association Inc's 2025 IRS Form 990-PF were described as general or operating support.
How large is Babson Historical Association Inc?
Babson Historical Association Inc reported $432K in total assets on its 2025 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $56K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in Massachusetts
Massachusetts Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Babson Historical Association Inc's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Bruce J Anderson Foundation
Boston, MA
The foundation funds environmental protection, historic and archival preservation, the arts, and mental health, with a focus on Cape Ann and communities in the Nashua River Watershed. Recent grants were typically $6,000–$14,000, with a median of $8,000. The profile does not state whether it accepts unsolicited requests.
Assets
$6.2M
Grants
18
Total Given
$159K
William V & Betty M Ellis Family
Gloucester, MA
The William V & Betty M Ellis Family Foundation supports a range of Massachusetts organizations, including museums, libraries, hospitals, conservation groups, food pantries, and arts organizations. Its 2025 grants ranged from $2,500 to $37,500, with a median of $10,000. The filing says to apply in writing; it does not state whether unsolicited requests are accepted.
Assets
$1.4M
Grants
15
Total Given
$170K
Charles Family Charitable Foundation
Gloucester, MA
The Charles Family Charitable Foundation supports arts, culture, education, and organizations serving children and families, primarily in Massachusetts, with some grants in Maryland and New York. Its 2025 grants ranged from $100 to $20,000, with a median of $3,250. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$759K
Grants
16
Total Given
$85K
Carlson Family Trust
Rockport, MA
The Carlson Family Trust supports schools, museums and arts organizations, heritage programs, and other charitable and community organizations, with most funding going to Massachusetts and smaller amounts to New Hampshire and Alaska. Its 2025 grants ranged from $500 to $90,000, with a median of $1,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$3.1M
Grants
23
Total Given
$210K
Wodecroft Foundation
Cincinnati, OH
The Wodecroft Foundation supports a broad range of charitable work, including arts and culture, health, disability services, sailing, history, and sustainable food systems, with most 2025 grant dollars going to Ohio and Massachusetts. Its 40 grants ranged from $721 to $45,000, with a median of $10,000. It accepts unsolicited requests, but says few are granted; applicants may send a letter stating the amount and purpose requested.
Assets
$8.7M
Grants
40
Total Given
$521K
The Tina Snider Foundation
Gloucester, MA
The Tina Snider Foundation funds a range of charitable work, including legal advocacy, Jewish community and Israel-related programs, sports, suicide prevention, communications, and education. In 2025, grants ranged from $350 to $350,000, with a median of $12,250; recipients were concentrated in Massachusetts, New York, the District of Columbia, Georgia, and Pennsylvania. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$30.3M
Grants
54
Total Given
$2.5M
More similar funders
More Funders in Massachusetts
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Babson Historical Association Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Babson Historical Association Inc down — hundreds of funders to go?