Andrew B Rathbone Endowment
DALLAS, TX EIN: 04-6016712
Financial Overview
From 2025 IRS Form 990-PF
Total Assets
$601K
+3.0% YoY
Annual Giving
$46K
+127.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$46K
+127.5% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $601,496 | $584,161 | $561,834 |
| Revenue | $68,438 | $21,127 | $-1,347 |
| Expenses | $47,597 | $21,363 | $27,280 |
| Qualifying Distributions | $46,128 | $20,389 | $23,962 |
| Net Investment Income | $66,717 | $18,790 | $11,903 |
| Distributable Amount | $34,818 | $33,146 | $29,576 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Andrew B Rathbone Endowment fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $440 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $158K (100%)
States
Cities
Palmer
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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