Nonprofit · EIN 13-6153690
BARBARA ANNE KATES FOUNDATION INC
Tax-exempt · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $8,756 | $8,237 | $519 | $158,133 | $0 | $158,133 |
| November 30, 2024 | 990-PF | $9,057 | $7,572 | $1,485 | $157,614 | $0 | $157,614 |
| November 30, 2023 | 990-PF | $7,949 | $3,483 | $4,466 | $156,357 | $0 | $156,357 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $8,752
- Net gain from sales of assets
- $4
Expenses
- Grants and similar amounts paid
- $6,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,000
- Excise tax on investment income
- $91
Balance sheet and other
- Total assets, start of year
- $157,614
- Total assets, end of year
- $158,133
- Total liabilities, end of year
- $0
- Net assets, end of year
- $158,133
- Fair market value of assets
- $324,424
- Qualifying distributions
- $6,000
- Net investment income
- $8,756
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC B GARNICK 289 MARLBOROUGH STREET, BOSTON, MA 02116 | TRUSTEE | 0.5 | $0 |
| BARBARA KATES GARNICK 289 MARLBOROUGH STREET, BOSTON, MA 02116 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC B GARNICK 289 MARLBOROUGH STREET, BOSTON, MA 02116 | TRUSTEE | 0.5 | $0 |
| BARBARA KATES GARNICK 289 MARLBOROUGH STREET, BOSTON, MA 02116 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC B GARNICK 289 MARLBOROUGH STREET, BOSTON, MA 02116 | TRUSTEE | 0.5 | $0 |
| BARBARA KATES GARNICK 289 MARLBOROUGH STREET, BOSTON, MA 02116 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 289 MARLBOROUGH ST UNIT 2, BOSTON, MA 02116-1608
- In care of
- % GARNICK
- Signed the 990-PF
- MARC B GARNICK, TRUSTEE
- Phone
- (781) 239-1188
- Return prepared by
- FOCUS PARTNERS WEALTH LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6153690
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1964
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $158,133
- Income (IRS master file)
- $8,763
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $8,756 | $8,237 | $158,133 | XML |
| 990-PF | November 2024 | $9,057 | $7,572 | $157,614 | XML |
| 990-PF | November 2023 | $7,949 | $3,483 | $156,357 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6153690).
Questions about BARBARA ANNE KATES FOUNDATION INC
- What is the EIN of BARBARA ANNE KATES FOUNDATION INC?
- The employer identification number (EIN) of BARBARA ANNE KATES FOUNDATION INC is 13-6153690.
- Is BARBARA ANNE KATES FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to BARBARA ANNE KATES FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARBARA ANNE KATES FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARBARA ANNE KATES FOUNDATION INC due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARBARA ANNE KATES FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of BARBARA ANNE KATES FOUNDATION INC?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BARBARA ANNE KATES FOUNDATION INC have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $8,756, expenses of $8,237 and total assets of $158,133 at year end.
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