Kates Foundation Inc

NORWELL, MA EIN: 13-6161546

Kates Foundation Inc is a private foundation focused on Arts and culture, 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

Under IRS private-foundation payout rules, Kates Foundation Inc reported a distributable amount of $5K for 2023 — the minimum it must pay out in qualifying distributions.

About Kates Foundation Inc

Based on IRS filings

Kates Foundation Inc is a private foundation focused on Arts and culture, 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

Among its reported 2023 grants, the largest include Aikido of Champlain Valley ($10,000), Circle ($10,000), Midwest Access Coalition ($10,000).

RecipientPurposeAmount
ACTION AGAINST HUNGER NEW YORK, NYCHARITABLE CONTRIBUTION$3,000
ADVOCATES FOR YOUTH WASHINGTON, DCCHARITABLE CONTRIBUTION$4,000
AIKIDO OF CHAMPLAIN VALLEY BURLINGTON, VTCHARITABLE CONTRIBUTION$10,000
ALZHEIMER'S ASSOCIATION CHICAGO, ILCHARITABLE CONTRIBUTION$8,000
ANIKAYA SOMERVILLE, MACHARITABLE CONTRIBUTION$5,000
CIRCLE BARRE, VTCHARITABLE CONTRIBUTION$10,000
CIVIL RIGHTS MOVEMENT ARCHIVE SAN FRANCISCO, CACHARITABLE CONTRIBUTION$2,000
COMMITTEE ON TEMPORARY SHELTER BURLINGTON, VTCHARITABLE CONTRIBUTION$5,000
FRIENDSHIP HOME HINGHAM, MACHARITABLE CONTRIBUTION$3,000
HISPANIC FEDERATION HURRICANERELIEF NEW YORK, NYCHARITABLE CONTRIBUTION$3,000

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

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Kates Foundation Inc?

Kates Foundation Inc is a private foundation focused on Arts and culture, based in NORWELL, MA. It holds — in total assets as of 2023.

Where does Kates Foundation Inc operate?

Kates Foundation Inc has awarded grants in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Massachusetts, Maryland, Mississippi, New Hampshire, New Jersey, New York, Texas, Virginia, Vermont.

What size grants does Kates Foundation Inc award?

In 2023, Kates Foundation Inc awarded 46 grants totaling $188K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Kates Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Kates Foundation Inc reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Kates Foundation Inc's EIN?

Kates Foundation Inc's EIN (Employer Identification Number) is 13-6161546. IRS Form 990 filing data is available on this page for 2020–2023.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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