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Kates Foundation Inc at a glance

· Private foundation

Kates Foundation Inc

Its FY2023 filing reports that it accepted unsolicited grant applications.

$121k
Granted FY2022
10
Grants FY2022
2
States reached
$40k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

Read this first · the figures below need context

87% of Kates Foundation Inc’s FY2023 grant dollars went to Bank Of America Charitable Gift Fd, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2023 names 9 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2022, the last year Kates Foundation Inc named its own grantees at scale: 8 organizations, $121k. It is dated, not current.

Organizations named directly on the return

4
’20
6
’21
8
’22
9
’23

Amber years are those where most dollars went to a sponsor.

01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2023.

Philanthropy$1.2MHealth$213kHousing & Shelter$87kReligion$68kFood & Nutrition$48kHuman Services$26kEducation$20kCrime & Legal$10kOther$0
02FY2022 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2022

  • Under $10k5 grants · $16k
  • $10k–50k5 grants · $105k
$10,000
Median grant
2
States reached
$0
Total assets
Largest grants
RecipientAmount
HOMEWARD BOUND$40,000
PLANNED PARENTHOOD$25,000
VECINOS$20,000
MANNA FOODBANK$10,000
HELPMATE INC$10,000
ASHVILLE JEWISH COMMUNITY CENTER$6,000
LITERACY TOGETHER$2,500
OPEN DOORS ASHEVILLE$2,500
MUDDY SNEAKERS INC$2,500
PISGAH LEGAL SERVICES$2,390
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY20–23) land where the poverty rate runs at 15%, against an area that typically sits at 11%. 91% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%BANK OF AMERICA CHARITABLE GIFT FUND: $1.2M → 16%WORLD CENTRAL KITCHEN: $5k → 14%JEWISH FEDERATION OF SARASOTA-MANATEE: $6k → 9%ROWLETT ACADEMY: $5k → 10%MANNA FOODBANK: $17k → 12%MUDDY SNEAKERS INC: $3k → 13%VECINOS: $40k → 18%FEEDING AMERICA: $500 → 14%WORLD CENTRAL KITCHEN: $3k → 14%PLANNED PARENTHOOD: $45k → 9%MANNA FOODBANK: $10k → 12%VECINOS: $20k → 18%PLANNED PARENTHOOD: $35k → 9%MANNA FOODBANK: $10k → 12%VECINOS: $10k → 18%PLANNED PARENTHOOD: $25k → 9%MANNA FOODBANK: $10k → 12%VECINOS: $8k → 18%PLANNED PARENTHOOD: $25k → 9%ASHVILLE JEWISH COMMUNITY CENTER: $50k → 12%HOMEWARD BOUND: $40k → 12%HOMEWARD BOUND: $20k → 12%HOMEWARD BOUND: $16k → 12%HOMEWARD BOUND: $11k → 12%ASHVILLE JEWISH COMMUNITY CENTER: $7k → 12%ASHVILLE JEWISH COMMUNITY CENTER: $6k → 12%LITERACY TOGETHER: $5k → 12%OUR VOICE: $5k → 12%CONGREGATION BETH HATEPHILA SISTERHOOD: $5k → 12%MY DADDY TAUGHT ME THAT: $5k → 12%OPEN DOORS ASHEVILLE: $5k → 12%LITERACY TOGETHER: $3k → 12%OPEN DOORS ASHEVILLE: $3k → 12%SHARE ASHEVILLE: $3k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

94%of every dollar goes to organizations it has funded before.
$457k · 10 repeat orgs$32k to everyone else

Grantees it renews have grown median revenue +137% since the first grant, against +23% for those funded once.

10 repeat relationships: 9 still active in FY2022, 1 since wound down; 4 grantees were first funded in FY2022 (too recent to call). Read against FY2022, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

10
4

Total granted

$457k
$13k

Median revenue growth · since first grant

+137%
+23%

Still filing today

80%
50%

New vs renewed · share of each year

In FY2023, 91% of grant dollars renewed an existing relationship; $16k went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23
HealthFood & NutritionCrime & LegalHousing & ShelterInternationalHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • HB
    HOMEWARD BOUND OF WESTERN NORTH CAROLINA INC
    4× · 2020–2023 · $87k · revenue +72%
  • VECINOS INC
    4× · 2020–2023 · $78k · revenue ×12
  • MANNA FOOD BANK INC
    4× · 2020–2023 · $47k · revenue +153%

Funded once

  • OV
    Our Voice Inc
    one grant, 2021 · $5k · revenue -16%
  • RA
    ROWLETT ACADEMY
    one grant, 2020 · $5k
  • IG
    Individual grant recipient
    one grant, 2020 · $3k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Food Bank of the Albemarle

To fight hunger and poverty in northeastern north carolina.

Food & Nutrition
2
The Family Violence Prevention Center Inc

Dedicated to ending the cycle of domestic and sexual violence in wake county, nc. interact is a private, nonprofit agency that saves lives, rebuilds lives, and secures safer futures for victims, survivors, and their families. the agency…

—
3
Feeding Charlotte Inc

Feeding Charlotte rescues surplus, freshly prepared meals to reduce food waste and feed the hungry. We believe no food should be wasted while people go hungry in our community. To make this possible, we pickup unused, excess freshly…

Food & Nutrition
4
World Relief Corp of National Association of Evangelicals

To boldly engage the world's greatest crises in partnership with the church.

International
5
Food Bank of Central & Eastern Nc Inc

Nourish people. build solutions. empower communities. no one goes hungry.

Food & Nutrition
6
Henderson County United Way Inc

To organize and mobilize community resources to improve lives of Henderson County residents.

Philanthropy
7
The Maryland Food Bank Inc

The maryland food bank is a nonprofit hunger-relief organization dedicated to feeding people, strengthening communities, and ending hunger for more marylanders.

—
8
United Way of Massachusetts Bay Inc

To advance an economically just region where prosperity is shared across race and ethnicity.

Philanthropy
9
Second Harvest Food Bank of Metrolina Inc

To feed people by soliciting and distributing food and other products through partner agencies and educating the community about the nature of and solutions to problems of hunger.

Food & Nutrition
10
Bounty & Soul

Together we connect, share, and celebrate nutritious food, education and community.

Food & Nutrition
11
Refugee Hope Partners Inc

To engage, equip, and encourage our refugee neighbors so that all may thrive.

Human Services
12
Habitat for Humanity of Nc Inc

Seeking to put Gods love into action, Habitat for Humanity brings people together to build homes, communities and hope to realize our vision of a world where everyone has a decent place to live. Habitat for Humanity of North Carolina…

Housing & Shelter
How this is measured
The grantee most central to the portfolio’s shape is Helpmate Inc; the most unlike its peers is Kl Training Solutions. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

15 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 15 of the 20 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
15/15
Grantees still filing
12/15
Grew since first funded

Where the money sits, by cause and then by grantee

BANK OF AMERICA CHARITABLE GIFT FD: $1,183,567 · PhilanthropyBANK OF AMERICA CHARITABLE GIFT FD+1 more: $6,000 · PhilanthropyPLANNED PARENTHOOD: $130,000 · OtherPLANNED PARENTH…ASHVILLE JEWISH COMMUNITY CENTER: $62,600 · OtherASHVILLE JEWISH…+8 more: $42,710 · Other+8 moreHOMEWARD BOUND OF WESTERN NORTH CAROLINA INC: $86,840 · Housing & ShelterVECINOS INC: $77,700 · HealthOur Voice Inc: $5,000 · HealthMANNA FOOD BANK INC: $47,000 · Food & Nutrition+1 more: $500 · Food & NutritionHELPMATE INC: $20,010 · Human ServicesPISGAH LEGAL SERVICES: $10,230 · Crime & LegalHELPING AT RISK KIDS INC: $6,250 · Crime & Legal
Philanthropy$1,189,567Other$235,310Housing & Shelter$86,840Health$82,700Food & Nutrition$47,500Human Services$20,010Crime & Legal$16,480

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBANK OF AMERICA CHARITABLE GIFT FD: $1,183,567 over 1y, 0.1% of budgetHOMEWARD BOUND OF WESTERN NORTH CAROLINA INC: $86,840 over 4y, 0.3% of budgetMANNA FOOD BANK INC: $47,000 over 4y, 0.0% of budgetHELPMATE INC: $20,010 over 2y, 0.3% of budgetPISGAH LEGAL SERVICES: $10,230 over 2y, 0.1% of budgetWORLD CENTRAL KITCHEN INC: $7,700 over 2y, 0.0% of budgetOpen Doors of Asheville Inc: $7,510 over 2y, 0.4% of budgetLiteracy Together: $7,500 over 2y, 0.9% of budgetHELPING AT RISK KIDS INC: $6,250 over 1y, 3.7% of budgetTHE JEWISH FEDERATION OF SARASOTA-MANATEE INC: $6,000 over 1y, 0.1% of budgetOur Voice Inc: $5,000 over 1y, 0.4% of budgetKL TRAINING SOLUTIONS: $5,000 over 1y, 3.4% of budgetMuddy Sneakers Inc: $2,500 over 1y, 0.1% of budgetFeeding America: $500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Dogwood Health TrustThe Community Foundat…United Way of Ashevil…Wnc Bridge FoundationThe Frances & William…North Carolina Commun…Fanny Landwirth Found…The Leon Levine Found…Baxter International …Foundation for the Ca…Raymond James Charita…Vanguard Charitable E…
Dogwood Health TrustNC24× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Dogwood Health Trust · The Community Foundation of Western North Carolina Inc · United Way of Asheville and Buncombe County Inc · Wnc Bridge Foundation · The Frances & William H Beattie Fdn · North Carolina Community Foundation · Fanny Landwirth Foundation Inc · The Leon Levine Foundation · Baxter International Foundation · Foundation for the Carolinas · Raymond James Charitable Endowment Fund · Vanguard Charitable Endowment Program

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Kates Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from Kates Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    9report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–75%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 20 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Kates’ filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home