The Battles Foundation Inc

Foundation · Grantmaker Lowell, MA EIN: 04-2134817

The Battles Foundation Inc is a private foundation, based in Lowell, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 27 grants totaling $105K. Net investment income was $54K.

Key facts about The Battles Foundation Inc

EIN
04-2134817
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$104,800
Grants made (2024)
27
Average grant
$3,881
Median grant
$4,000
New grantees (estimate)
30% first-time grantees (8 of 27, 2024)
Total assets
$2,529,171
Primary geography
Massachusetts (90% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who The Battles Foundation Inc funds

By grant dollars, the top recipient states for The Battles Foundation Inc's 27 itemized 2024 grants were Massachusetts (90%) and New Jersey (10%). The most frequent recipient cities were Lowell, MA (15 grants). None of its 27 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (21 grants) and "Charity" (6 grants).

Is The Battles Foundation Inc open to new grantees?

30%

first-time grantees, 2024

In 2024, 8 of 27 grantees (30%) were first-time recipients. First grants averaged $4K; repeat grants $4K. How we count

Medians: $3K first-time, $4K repeat.

  • 67% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+11%). Method
  • In 2024 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with The Battles Foundation Inc

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.5M

+8.2% YoY

Annual Giving

$105K

+2.7% YoY

Grant Count

27

+8.0% YoY

Avg Grant Size

$4K

-4.9% YoY

Under IRS private-foundation payout rules, The Battles Foundation Inc reported a distributable amount of $119K for 2024 — the minimum it must pay out in qualifying distributions.

About The Battles Foundation Inc

Based on IRS filings

The Battles Foundation Inc is a private foundation, based in Lowell, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 27 grants totaling $105K. Net investment income was $54K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of all 27 itemized 2024 grant dollars.

Cities

LowellNewburyportNeedhamNorth ChelmsfordTyngsboroAndoverLawrenceMethuenNortonBerwickBostonChelmsfordCherry Hill TownshipChicagoDracutLa PlataNatickShirleyTewksburyWestborough

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$86K$172K$257K$343K20202021202220232024
Metric202420232022
Total Assets$2,529,171$2,337,221$2,073,701
Revenue$74,814$227,423$79,433
Expenses$139,072$127,360$146,448
Qualifying Distributions$113,548$110,639$127,655
Net Investment Income$54,375$210,702$60,640
Distributable Amount$119,428$107,155$113,193

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$29K$57K$86K$115K15 grants202021 grants202124 grants202225 grants202327 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Msaa: $10KMsaa$10KHouse of Hope: $6KHouse of Hope$6KLowell General Hospital: $5KLowell General Hospital$5KProject Learn: $5KProject Learn$5KRunway for Recovery: $5KRunway for Recovery$5KWhistler House Meuseum of Art: $5KWhistler House Meuseum of Art$5KPan Mass Challenge: $5KPan Mass Challenge$5KGreater Lowell Community Foundation: $5KGreater Lowell CommunityFoundation$5KLura Smith Family Resiliense Schola: $5KLura Smith Family ResilienseSchola$5KMerrimack Repertory Theatre: $5KMerrimack Repertory Theatre$5K

Grant Size Distribution

112 grants across all recorded years

112<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Msaa ($10,000), House of Hope ($6,000), Lowell General Hospital ($5,000).

RecipientPurposeAmount
MSAA Cherry Hill Township, NJCharitable$10,000
House of Hope Lowell, MACharitable$6,000
Lowell General Hospital Lowell, MACharitable$5,000
Project Learn Lowell, MACharitable$5,000
Runway for Recovery Newburyport, MACharitable$5,000
Whistler House Meuseum of Art Lowell, MACharitable$5,000
Pan Mass Challenge Needham, MACharitable$5,000
Greater Lowell Community Foundation Lowell, MACharity$5,000
Lura Smith Family Resiliense Schola Lowell, MACharitable$5,000
Merrimack Repertory Theatre Lowell, MACharitable$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Ginger B Pearson — Exe Dir/ Clerk: $4KGinger B PearsonExe Dir/ Clerk$4K

From 2024 IRS filing

NameTitleHoursCompensation
Tarina M MansurDirector2—
Ginger B PearsonExe Dir/ Clerk5$3,600
Nels A PalmTreasurer2—
Kam KaneDirector2—
Daniel J MansurVP/ Director2—
Barbara S PearsonPresident/ Dire2—
Brian J StaffordDirector2—

Frequently Asked Questions

How large is The Battles Foundation Inc?

As of 2024, The Battles Foundation Inc holds $2.5M in total assets with $75K in annual revenue. It awarded 27 grants totaling $105K in 2024.

Where does The Battles Foundation Inc operate?

The Battles Foundation Inc has awarded grants in Illinois, Massachusetts, Maryland, Maine, New Jersey.

What size grants does The Battles Foundation Inc award?

In 2024, The Battles Foundation Inc awarded 27 grants totaling $105K — an average of about $4K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Battles Foundation Inc reported a distributable amount of $119K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Battles Foundation Inc's EIN?

The Battles Foundation Inc's EIN (Employer Identification Number) is 04-2134817. IRS Form 990 filing data is available on this page for 2020–2024.

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

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