Barbara Ann Kates Foundation
Barbara Ann Kates Foundation is a private foundation, based in Boston, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $158K in total assets. In 2025, it awarded 2 grants totaling $6K. Net investment income was $7K.
Barbara Ann Kates Foundation at a glance
In short: Barbara Ann Kates Foundation gave $6K across 2 grants in 2025 (avg $3K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,000
- +9.1% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $3,000
- +9.1% vs 2024
- Median grant
- $3,000
- Total assets
- $158,133
- +0.3% 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 Barbara Ann Kates Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was University of Massachusetts Amherst ($4K). Together the top 2 received $6K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Barbara Ann Kates Foundation gives
- Giving grew 500% from 2022 to 2025. Method
- In 2025 it paid out 38% 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 2021 to 2025, annual grant giving ranged from $1K (2022) to $15K (2021). In 2025 it made 2 grants totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Massachusetts Amherst Amherst, MA | General Charitable Purposes | $4,000 |
| Northeastern University Boston, MA | General Charitable Purposes | $2,000 |
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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 | $158,133 | $8,756 | $8,237 | $6,000 | 2 | $6,000 | $6,519 | $15,932 |
| 2024 | $157,614 | $9,057 | $7,572 | $5,500 | 2 | $5,500 | $6,985 | $14,606 |
| 2023 | $156,357 | $7,949 | $3,483 | $1,000 | 1 | $1,000 | $6,138 | $14,429 |
| 2022 | $151,891 | $6,143 | $3,563 | $1,000 | 1 | $1,000 | $3,580 | $13,345 |
| 2021 | $150,002 | $2,964 | $17,622 | $15,000 | 2 | — | $2,500 | $13,839 |
Under IRS private-foundation payout rules, Barbara Ann Kates Foundation reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Barbara Ann Kates Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Barbara Kates Garnick
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Marc B. Garnick
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
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.
Frequently asked questions about Barbara Ann Kates Foundation
How much does Barbara Ann Kates Foundation give each year?
Barbara Ann Kates Foundation gave $6K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 2 grants.
How large is Barbara Ann Kates Foundation?
Barbara Ann Kates Foundation reported $158K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $16K (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.
Where does Barbara Ann Kates Foundation operate?
Barbara Ann Kates Foundation has awarded grants in District of Columbia, Massachusetts, Maine.
What is Barbara Ann Kates Foundation's EIN?
Barbara Ann Kates Foundation's EIN (Employer Identification Number) is 13-6153690. 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 19, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 15, 2026)
- IRS filings on file for fiscal years 2021–2025
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