The By George Fund

Private foundation · Grantmaker Wilmington, DE EIN: 26-4309251

The By George Fund is a private foundation, based in Wilmington, DE. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $208K in total assets. In 2025, it awarded 4 grants totaling $23K. Net investment income was $14K.

Key facts about The By George Fund

In short: The By George Fund gave $23K across 4 grants in 2025 (avg $6K), mostly in Virginia. Source: 2025 IRS Form 990-PF.

EIN
26-4309251
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$23,000
Grants made (2025)
4
Average grant
$5,750
Median grant
$2,500
Total assets
$207,767
Primary geography
Virginia (85% 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

$208K

-6.7% YoY

Annual Giving

$23K

+109.1% YoY

Grant Count

4

-20.0% YoY

Avg Grant Size

$6K

+161.4% YoY

Under IRS private-foundation payout rules, The By George Fund reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.

How The By George Fund gives

  • Giving grew 28% from 2022 to 2025. Method
  • In 2025 it paid out 162% of its IRS minimum distribution (the 5% rule). 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

5states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

MiddleburgKentWarrentonCharlestonAnnapolisHaverfordNew MilfordThe Plains

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K7 grants2019 4 grants2020 1 grant2021 4 grants2022 4 grants2023 5 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $5K (2020) to $25K (2021). In 2025 it made 4 grants totaling $23K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Emmanuel Episcopal Church: $18KEmmanuel Episcopal Church$18KKent School Corporation: $3KKent School Corporation$3KThe Fauquier Free Clinic Inc: $2KThe Fauquier Free Clinic Inc$2KSouth Carolina Coastal Conservation League Inc: $500South Carolina CoastalConservation League Inc$500

The largest 2025 recipient was Emmanuel Episcopal Church ($18K). Together the top 4 received $23K.

Grant Size Distribution

18 grants across all recorded years

18<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 18 grants of 18 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Emmanuel Episcopal Church Middleburg, VAGeneral & Unrestricted$17,500
Kent School Corporation Kent, CTThomas W. Kates Scholarship Fund$3,000
The Fauquier Free Clinic Inc Warrenton, VAGeneral & Unrestricted$2,000
South Carolina Coastal Conservation League Inc Charleston, SCGeneral & Unrestricted$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$207,767$222,687$232,856
Revenue$15,434$7,960$7,252
Expenses$30,354$18,129$11,863
Qualifying Distributions$28,344$16,214$10,088
Net Investment Income$13,531$7,714$5,633
Distributable Amount$17,477$16,693$14,804

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 11, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 14, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS July 7, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 4, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 3, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

The By George Fund is led by Jane Kates, President, Director & Secretary on every filing since 2019 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Jane Kates

    President, Director & Secretary

    On filings since 2019

    1 hr/week

    No compensation reported

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.

Frequently asked questions about The By George Fund

How much does The By George Fund give each year?

The By George Fund gave $23K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 5 grants.

What is The By George Fund's typical grant size?

The By George Fund's median grant in 2025 was $2,500, and its average grant was $5,750, across 4 grants on its 2025 IRS Form 990-PF.

Where does The By George Fund give grants?

The By George Fund gives mostly in Virginia: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Connecticut (13%).

Does The By George Fund give general operating support?

Yes: 75% of The By George Fund's 2025 grants with a stated purpose (3 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is The By George Fund?

The By George Fund reported $208K in total assets on its 2025 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets).

What is The By George Fund's EIN?

The By George Fund's EIN (Employer Identification Number) is 26-4309251. IRS Form 990 filing data is available on this page for 2019–2025.

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

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