Kates Foundation Inc

NORWELL, MA EIN: 13-6161546

Kates Foundation Inc is a private foundation, based in NORWELL, MA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 46 grants totaling $188K. Net investment income was $58.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$188K

+119.3% YoY

Grant Count

46

+76.9% YoY

Avg Grant Size

$4K

+24.0% YoY

About Kates Foundation Inc

Based on IRS filings

Kates Foundation Inc is a private foundation, based in NORWELL, MA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 46 grants totaling $188K. Net investment income was $58.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

16states
+8 more states

Cities

ArlingtonAustinBarreBostonBoulderBurlingtonCambridgeChelseaChicagoConcordEast MontpelierHinghamHoustonJacksonJaffreyKeeneLong Island CityMiamiMiddletownMontpelier

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$53K$106K$159K$211K2020202120222023
Metric202320222021
Total Assets$193,708$285,002
Revenue$-1,531$-3,525$16,761
Expenses$192,177$87,768$19,018
Qualifying Distributions$187,500$85,500$16,750
Net Investment Income$58$18,002$18,584
Distributable Amount$4,731$11,935$13,781

Giving Over Time

Total grant dollars and number of grants per year

$0$47K$94K$141K$188K19 grants202019 grants202126 grants202246 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

AIKIDO OF CHAMPLAIN VALLEY$10KCIRCLE$10KMIDWEST ACCESS COALITION$10KSTUDIO PLACE ARTS$10KBRIGID ALLIANCE$10KVERMONT FOOD BANK$9KALZHEIMER'S ASSOCIATION$8KALS ASSOCIATION$8KANIKAYA$5KCOMMITTEE ON TEMPORARY S…$5K

Grant Size Distribution

110 grants across all recorded years

110<$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 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
HELEN KATESPRESIDENT &1
JANE KATES PINCUSVICE PRES &1
JAMES KATESSECRETARY &1
PETER KATESTREASURER &2

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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