Sharon Mates Family Foundation

Private foundation · Grantmaker Pennington, NJ EIN: 33-4167852

Sharon Mates Family Foundation is a private foundation, based in Pennington, NJ. IRS filing data is available for 2025. As of 2025, the organization holds $25.7M in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $25.7M.

Key facts about Sharon Mates Family Foundation

In short: Sharon Mates Family Foundation gave $10K across 1 grant in 2025 (avg $10K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
33-4167852
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$10,000
Grants made (2025)
1
Average grant
$10,000
Median grant
$10,000
Total assets
$25,689,404
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$25.7M

Annual Giving

$10K

Grant Count

1

Avg Grant Size

$10K

Under IRS private-foundation payout rules, Sharon Mates Family Foundation reported a distributable amount of $607K for 2025 — the minimum it must pay out in qualifying distributions.

How Sharon Mates Family Foundation gives

  • In 2025 it paid out 6% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

Cambridge

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K1 grant2025

In 2025 it made 1 grant totaling $10K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Life Science Cares New York LLC: $10KLife Science Cares New YorkLLC$10K

The largest 2025 recipient was Life Science Cares New York LLC ($10K).

Grant Size Distribution

1 grants across all recorded years

1<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 1 grant of 1 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Life Science Cares New York LLC Cambridge, MAUnrestricted General$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20M$40M$60M2025
Metric2025
Total Assets$25,689,404
Revenue$50,732,858
Expenses$35,467
Qualifying Distributions$35,323
Net Investment Income$25,706,864
Distributable Amount$606,504

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)

Leadership & Key People

Officers and directors from IRS filings

Sharon Mates Family Foundation is led by Sharon Mates, Trustee on the 2025 filing — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Sharon Mates

    Trustee

    New on the 2025 filing

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Sharon Mates Family Foundation

How much does Sharon Mates Family Foundation give each year?

Sharon Mates Family Foundation gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.

How large is Sharon Mates Family Foundation?

Sharon Mates Family Foundation reported $25.7M in total assets on its 2025 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $607K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Sharon Mates Family Foundation operate?

Sharon Mates Family Foundation has awarded grants in Massachusetts.

What is Sharon Mates Family Foundation's EIN?

Sharon Mates Family Foundation's EIN (Employer Identification Number) is 33-4167852. IRS Form 990 filing data is available on this page for 2025.

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

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