Mary Reynolds Babcock Foundation

WINSTONSALEM, NC EIN: 56-0690140

The Mary Reynolds Babcock Foundation is a private foundation established in 1953 by tobacco heiress Mary Babcock, daughter of R.J. Reynolds. Based in Winston-Salem, North Carolina, the foundation is a 501(c)(3) organization that partners with organizations and networks to alleviate poverty and increase social and economic justice across the American South. The foundation operates with a dedicated staff and maintains an active grantmaking program focused on systemic change.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$181.7M

-2.2% YoY

Annual Giving

$17.7M

+80.2% YoY

Grant Count

76

+49.0% YoY

Avg Grant Size

$232K

+20.9% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's mission is to help people and places move out of poverty and achieve greater social and economic justice. The foundation recognizes that poverty is complicated and multi-faceted, requiring significant changes in systems and structures—including laws, behaviors, attitudes, policies, and institutions.

The foundation's work is organized around three primary pathways of change:

  • Economic Opportunity – Supporting access to employment, workforce training, affordable housing, and other concrete assistance that results in direct improvements and supports people in achieving their full potential
  • Democracy and Civic Engagement – Advancing democratic participation and civic engagement initiatives
  • Supportive Policies & Institutions – Working toward better policy and more collaborative institutions, both public and private, that provide supportive and equitable systems

The foundation's grantmaking is guided by values including racial equity, democracy, community engagement, and willingness to take risks. The foundation's work is conducted through the lens of racial and gender equity, supporting organizations that build power to advance racial equity.

Grantmaking

The foundation makes substantial grants to organizations aligned with its mission. Based on recent filings:

Grant Range

** $15,000 to $1.3 million, with a median grant size of $203,000

Grant Types

** Operating fundsprogram fundingand general operating support

Invitation Only

** The foundation does not respond to unsolicited applications for funding, indicating a selective, invitation-based approach. However, the foundation is described as transparent and approachable, and grantmaking is competitive but flexible to meet the needs of organizations doing aligned work.

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Geographic Focus

Where this funder awards grants

The foundation serves eleven southern states:

  • Alabama
  • Arkansas
  • Georgia
  • Kentucky
  • Louisiana
  • Mississippi
  • North Carolina
  • South Carolina
  • Tennessee
  • Virginia
  • West Virginia

Grant Distribution by State

23states
+15 more states

Cities

AlbanyAlexandriaAndersonAnnistonAshevilleAthensAtlantaAvondale EstatesBaton RougeBereaBerkeleyBirminghamBooneBrunswickBurlingtonChapel HillCharles TownCharlestonCharlotteChristiansburg

Financial History

Multi-year comparison from IRS filings

Assets & Giving (2024):

  • Total Assets: $182 million
  • Total Giving: $17.7 million
  • Revenue: $20.7 million
  • Expenses: $26.3 million

Assets & Giving (2023):

  • Total Assets: $185.8 million
  • Total Revenues: $7.8 million
  • Total Expenses: $16.1 million

The foundation ranks in the top 1% of U.S. foundations by assets (ranked #1,099 of 159,550 foundations nationally).

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15M$31M$46M$61M20202021202220232024
Metric202420232022
Total Assets$181,658,302$185,812,542$177,340,979
Revenue$20,707,509$7,793,293$-48,332,996
Expenses$26,318,548$16,143,088$27,128,329
Qualifying Distributions$22,008,817$13,453,287$24,826,951
Net Investment Income$18,013,919$5,216,166$9,991,093
Distributable Amount$9,740,268$8,557,322$10,432,306

Giving Over Time

Total grant dollars and number of grants per year

$0$8M$16M$23M$31M319 grants202046 grants202184 grants202251 grants202376 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ALABAMA FORWARD$850KMISSISSIPPI ENGAGED$805KASIAN AMERICANS ADVANCIN…$700KCENTER ON BUDGET AND POL…$638KNORTH CAROLINA ASIAN AME…$405KGEORGIA BUDGET AND POLIC…$400KMISSISSIPPI VOTES$400KALABAMA ARISE$350KCIVIC TN$325KLATINO COMMUNITY FUND INC$305K

Grant Size Distribution

246 grants across all recorded years

81<$50K17$50–100K55$100–250K72$250–500K17$500K–1M4$1–5M$5M+

Open Grants

1 open opportunity from Mary Reynolds Babcock Foundation

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Key leadership includes:

  • Justin Maxson – Executive Director
  • Ashleigh Gardere – Board President
  • Chad Berry – Board Vice President
  • Kara Mountcastle – Board Secretary
  • Kenneth Mountcastle III – Board Treasurer
  • Will Vandenberg – Board Member

The foundation employs 7 staff members according to one source and 14 employees according to another.

Compensation Overview

From 2024 IRS filing

FLOZELL DANIELS JRCHIEF EXECUTIVE OFFICER$357KJENNIFER BARKSDALECHIEF FINANCE AND OPERATIONS…$220KELENA CONLEYCHIEF STRATEGY OFFICER$213KDWAYNE PATTERSON TO …CHIEF EQUITY OFFICER$150KWILL VANDENBERGBOARD MEMBER$6KDR TIM LAMPKINBOARD MEMBER$5KTAMIEKA ATKINSBOARD MEMBER$5KCHAD BERRYBOARD MEMBER - VICE PRESIDENT$4KJERRY GONZALEZBOARD MEMBER$4KSTEPHANIE TYREEBOARD MEMBER$4KASHLEIGH GARDEREBOARD MEMBER - PRESIDENT$3K

From 2024 filing

NameTitleHoursCompensation
TAMIEKA ATKINSBOARD MEMBER3$4,750
CHAD BERRYBOARD MEMBER - VICE PRESIDENT3$4,000
ASHLEIGH GARDEREBOARD MEMBER - PRESIDENT3$3,000
JERRY GONZALEZBOARD MEMBER3$3,500
DR TIM LAMPKINBOARD MEMBER3$5,250
HOLT MOUNTCASTLEBOARD MEMBER3
KARA MOUNTCASTLEBOARD MEMBER - SECRETARY3
KATHY MOUNTCASTLEBOARD MEMBER3
KENNETH MOUNTCASTLE IIIBOARD MEMBER - TREASURER3
LAURA MOUNTCASTLEBOARD MEMBER3
MARY MOUNTCASTLEBOARD MEMBER3
STEPHANIE TYREEBOARD MEMBER3$3,500
WILL VANDENBERGBOARD MEMBER3$6,000
FLOZELL DANIELS JRCHIEF EXECUTIVE OFFICER40$356,842
JENNIFER BARKSDALECHIEF FINANCE AND OPERATIONS OFFICER40$220,169
ELENA CONLEYCHIEF STRATEGY OFFICER40$213,259
DWAYNE PATTERSON TO 924CHIEF EQUITY OFFICER40$149,965

Recent News & Activity

Recent developments and announcements

The foundation has demonstrated continued active grantmaking with recent grants including:

$750,000 to Civic TN for general operating and organizational development support

$525,000 to Democracy North Carolina for general operating support

$500,000 to Galeo Latino Community Development Fund for general operating, project, and organizational development support

The foundation operates a mission investing program in addition to its traditional grantmaking activities. The foundation has published work on racial equity investment, including a report titled "Beyond 5%: The Mary Reynolds Babcock Investment in Racial Equity."

Bold and Generous Giving by the Mary Reynolds Babcock Foundation | National

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

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