Katharine Matthies Foundation
The Katharine Matthies Foundation is a private foundation based in Dallas, Texas. Established in 1987, it supports quality educational, human services, and health care programming for underserved populations, particularly in Connecticut’s Lower Naugatuck Valley.
Katharine Matthies Foundation at a glance
In short: Katharine Matthies Foundation gave $1.2M across 49 grants in 2025 (avg $23K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,150,628
- +14.0% vs 2024
- Grants made (2025)
- 49
- +4800.0% vs 2024
- Average grant
- $23,482
- -97.7% vs 2024
- Median grant
- $16,000
- Total assets
- $21,918,654
- +4.4% vs 2024
- Primary geography
- Connecticut (99% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Katharine Matthies Foundation
- How to Apply
-
The foundation’s filing states that it does not restrict giving to preselected organizations. Applicants should use the online application and consult it for materials and award restrictions.
- Review Cycle
- See the online application.
- Deadline
- See the online application.
- Contact
Application contact: Bank Of America Trustee
Mailing address: PO Box 1802, Providence, RI 02901
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Katharine Matthies Foundation
Who Katharine Matthies Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Griffin Hospital ($200K). Together the top 10 received $649K.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 43 grants of 53 (81%).
Geographic Focus
Where this funder awards grants
The grant program focuses on organizations serving people in the Lower Naugatuck Valley towns of Seymour, Ansonia, Derby, Oxford, Shelton, and Beacon Falls. In 2025, 99% of grant dollars went to Connecticut recipients; the filing also lists recipients in Colorado and Ohio.
Grant Distribution by State
Share of 2025 grant dollars across all 49 itemized grants.
Cities
How Katharine Matthies Foundation gives
- Giving held roughly steady from 2022 to 2025 (+11%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $717K (2020) to $1.2M (2025). In 2025 it made 49 grants totaling $1.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Griffin Hospital Derby, CT | Unrestricted General | $200,000 |
| Boys and Girls Club of Lower Shelton, CT | Unrestricted General | $75,000 |
| Town of Seymour Seymour, CT | Unrestricted General | $70,247 |
| Team Inc Derby, CT | Unrestricted General | $60,000 |
| Online Journalism Project Inc Seymour, CT | Unrestricted General | $60,000 |
| Spooner House Shelton, CT | Unrestricted General | $50,000 |
| Shelton Historical Society Inc Shelton, CT | Unrestricted General | $45,000 |
| Housatonic Council Boy Scouts Derby, CT | Unrestricted General | $30,000 |
| Christ Episcopal Church Ansonia, CT | Unrestricted General | $30,000 |
| Rape Crisis Center of Milford Inc Milford, CT | Unrestricted General | $29,000 |
Ready to take the next step with Katharine Matthies Foundation?
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 | $21,918,654 | $2,316,424 | $1,403,812 | $1,150,628 | 49 | $1,272,279 | $2,201,597 | $1,253,093 |
| 2024 | $20,993,941 | $2,070,369 | $1,252,405 | $1,009,051 | 1 | $1,119,037 | $1,937,831 | $1,173,331 |
| 2023 | $20,198,426 | $687,961 | $1,167,937 | $969,717 | 1 | $1,067,250 | $533,530 | $1,064,580 |
| 2022 | $20,685,365 | $-588,597 | $1,239,159 | $1,039,975 | 1 | $1,145,031 | $317,648 | $1,088,817 |
| 2021 | $22,510,471 | $4,577,730 | $1,362,925 | $1,025,567 | 1 | $1,137,402 | $4,452,406 | $1,207,053 |
| 2020 | $19,271,991 | $1,245,878 | $910,749 | $717,163 | 1 | — | $1,160,836 | $1,051,884 |
| 2019 | $18,912,685 | $926,041 | $955,928 | $782,597 | 1 | — | $905,502 | $985,531 |
Under IRS private-foundation payout rules, Katharine Matthies Foundation reported a distributable amount of $1.3M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated purpose is to support and promote quality educational, human services, and health care programming for underserved populations. It gives special consideration to organizations working to prevent cruelty to children and animals.
Its 2025 grantees illustrate the range of organizations supported. Griffin Hospital describes its work as providing personalized health care and community health leadership. TEAM Inc says it addresses the causes and conditions of poverty through education, support, and opportunities. The Shelton Historical Society describes its mission as preserving local history through its museum and educational programs. Other 2025 recipients included organizations focused on sexual-assault crisis services, performing arts, emergency medical services, and local online journalism.
Grantmaking
In 2025, the foundation made 49 grants totaling $1,150,628. Grant amounts ranged from $1,500 to $200,000, with a median of $16,000.
The largest 2025 grants included $200,000 to Griffin Hospital; $75,000 to the Boys and Girls Club of Lower; $70,247 to the Town of Seymour; and $60,000 each to TEAM Inc and Online Journalism Project Inc. Other notable awards included $50,000 to Spooner House, $45,000 to Shelton Historical Society, and $30,000 each to Housatonic Council Boy Scouts and Christ Episcopal Church. The listed purposes for these largest grants were unrestricted general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee.
Katharine Matthies Foundation's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$100K (2019) → $131K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $131K, to Bank of America (Trustee).
Frequently asked questions about Katharine Matthies Foundation
How much does Katharine Matthies Foundation give each year?
Katharine Matthies Foundation gave $1.2M across 49 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.0M across 1 grant.
What is Katharine Matthies Foundation's typical grant size?
Katharine Matthies Foundation's median grant in 2025 was $16,000, and its average grant was $23,482, across 49 grants on its 2025 IRS Form 990-PF.
Where does Katharine Matthies Foundation give grants?
Katharine Matthies Foundation gives mostly in Connecticut: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Shelton, CT (8 grants), Seymour, CT (7 grants), Derby, CT (6 grants) and Hartford, CT (5 grants).
Does Katharine Matthies Foundation give general operating support?
Yes: 100% of Katharine Matthies Foundation's 2025 grants with a stated purpose (49 of 49) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Katharine Matthies Foundation's largest grantees?
Katharine Matthies Foundation's largest 2025 grantees include Griffin Hospital ($200,000), Boys and Girls Club of Lower ($75,000) and Town of Seymour ($70,247), according to its 2025 IRS Form 990-PF. Together they received 30% of its itemized 2025 grant dollars.
How large is Katharine Matthies Foundation?
Katharine Matthies Foundation reported $21.9M in total assets on its 2025 IRS Form 990-PF. It paid out $1.3M in qualifying distributions that year, against a required minimum of $1.3M (roughly 5% of its investment assets).
What does Katharine Matthies Foundation fund?
The foundation’s stated purpose is to support and promote quality educational, human services, and health care programming for underserved populations. It gives special consideration to organizations working to prevent cruelty to children and animals. See mission & focus areas ↑
How do I apply for a grant from Katharine Matthies Foundation?
The foundation’s filing states that it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Katharine Matthies Foundation's EIN?
Katharine Matthies Foundation's EIN (Employer Identification Number) is 06-6261860. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
Explore Open Grants
Browse active grant opportunities in Katharine Matthies Foundation's focus areas in our free grants database
Similar Funders
Similar funders in Texas
Communities Foundation of Texas Inc
Dallas, TX
Communities Foundation of Texas funds a broad range of community needs, including health, education, housing, and community development, primarily in North Texas and across Texas. Its 2025 grants had a median of about $18,800, though amounts varied widely; nearly all opportunities are by invitation, with some specific programs open for applications.
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
Greater Houston Community Foundation
Houston, TX
The Foundation makes grants through donor-advised and other donor-established funds for public benefit, human services, education, and health, including initiatives addressing economic mobility and poverty in Harris County. In 2024, its median grant was $25,000; it serves Greater Houston, while grants also go to recipients elsewhere in Texas and beyond. It does not accept proposals for the upcoming High-Impact Grantmaking cycle and plans to invite selected organizations or collaboratives to apply.
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
Baker Hughes Foundation
Houston, TX
Assets
$2.2M
Grants
990
Total Given
$3.2M
BNSF Railway Foundation
Fort Worth, TX
The BNSF Railway Foundation funds civic, cultural, education, health and human services, environmental, and youth programs, including operating costs and specific projects. Its 2025 median grant was $2,500, though awards ranged from $100 to $500,000; it supports eligible organizations serving communities near BNSF rail lines across its 28 operating states. The foundation provides an online application process, but whether it accepts unsolicited requests is not stated.
Assets
$23.0M
Grants
993
Total Given
$7.0M
Community Foundation of North Texas (Tax
Fort Worth, TX
The foundation supports nonprofits and community projects in areas including animal welfare, nonprofit capacity building, first responders, land conservation, neighborhood development, opportunity and access, and scholarships. In 2024, grants ranged from $5,100 to $1.5 million, with a median of $14,250; its service area covers 11 North Texas counties. It accepts applications for some competitive grant programs through its online portal, but donor-advised grants are not open to nonprofit applications.
Assets
$544.9M
Grants
872
Total Given
$41.3M
Michael & Susan Dell Foundation
Austin, TX
The Michael & Susan Dell Foundation funds education, health, jobs and livelihoods, and family economic stability, with its deepest U.S. focus in Texas and additional work across the U.S. and internationally. In 2024 it awarded 835 grants totaling about $164.6 million; grants ranged from $75 to $50 million, with a median of $19,324. It accepts unsolicited requests through its online application process.
Assets
$7.8B
Grants
835
Total Given
$164.6M
More similar funders
More Funders in Texas
Cite this profile
Grantable. (2026). Katharine Matthies Foundation funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/katharine-matthies-foundation-morg_aa79258c5d6f4562b71ede8aa06ad414
BibTeX
@misc{grantable_066261860_2026,
author = {{Grantable}},
title = {{Katharine Matthies Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/katharine-matthies-foundation-morg_aa79258c5d6f4562b71ede8aa06ad414},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Katharine Matthies Foundation'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.
Katharine Matthies Foundation down — hundreds of funders to go?