Barbara Ann Kates Foundation
Barbara Ann Kates Foundation is a private foundation, based in BOSTON, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $158K in total assets. In 2024, it awarded 2 grants totaling $6K. Net investment income was $7K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$158K
+0.8% YoY
Annual Giving
$6K
+450.0% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$3K
+175.0% YoY
Under IRS private-foundation payout rules, Barbara Ann Kates Foundation reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.
About Barbara Ann Kates Foundation
Based on IRS filings
Barbara Ann Kates Foundation is a private foundation, based in BOSTON, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $158K in total assets. In 2024, it awarded 2 grants totaling $6K. Net investment income was $7K.
Ready to take the next step with Barbara Ann Kates Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $157,614 | $156,357 | $151,891 |
| Revenue | $9,057 | $7,949 | $6,143 |
| Expenses | $7,572 | $3,483 | $3,563 |
| Qualifying Distributions | $5,500 | $1,000 | $1,000 |
| Net Investment Income | $6,985 | $6,138 | $3,580 |
| Distributable Amount | $14,606 | $14,429 | $13,345 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Resources for the Future ($3,500), Bentley University ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BENTLEY UNIVERSITY WALTHAM, MA | GENERAL CHARITABLE PURPOSES | $2,000 |
| RESOURCES FOR THE FUTURE WASHINGTON DC, DC | GENERAL CHARITABLE PURPOSES | $3,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARC B GARNICK | TRUSTEE | 0.5 | — |
| BARBARA KATES GARNICK | TRUSTEE | 0.5 | — |
Frequently Asked Questions
How large is Barbara Ann Kates Foundation?
As of 2024, Barbara Ann Kates Foundation holds $158K in total assets with $9K in annual revenue. It awarded 2 grants totaling $6K in 2024.
Where does Barbara Ann Kates Foundation operate?
Barbara Ann Kates Foundation has awarded grants in District of Columbia, Massachusetts, Maine.
What size grants does Barbara Ann Kates Foundation award?
In 2024, Barbara Ann Kates Foundation awarded 2 grants totaling $6K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Barbara Ann Kates Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Barbara Ann Kates Foundation reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
Explore Open Grants
Browse active grant opportunities in Barbara Ann Kates Foundation'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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