The North Carolina State Capitol in Raleigh behind a flowering crape myrtle

Form 990-PFTax year 2023EIN 65-0401513

Kates Foundation Inc

A private foundation in Asheville, NC. Its return for tax year 2023 lists 13 grants and $1.4 million paid in grants.

Tax year 2023 (period ending Dec 31, 2023), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Lisa Kates
57 Robinhood Rd
Asheville, NC 28804
(941) 544-6693
Form and materials
NA
Deadlines
NA
Restrictions
Organization is filing a final year return and all assets have been disbursed to other charitable organizations.

Assets and giving by year

4 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2023

    $1,363,240

    Grants listed
    13
    Assets, end of year
    $0
  • Tax year 2022

    $120,890

    Grants listed
    10
    Assets, end of year
    $1,326,449
  • Tax year 2021

    $99,800

    Grants listed
    8
    Assets, end of year
    $1,434,527
  • Tax year 2020

    $94,477

    Grants listed
    8
    Assets, end of year
    $1,382,577

Grants paid in 2023

13 grants, largest first

As listed on the return.

  1. Bank of America Charitable Gift FundBoston, MA

    Distribution of remaining assets of the organization upon dissolution.

    $1,183,567
  2. Ashville Jewish Community CenterAsheville, NC

    General

    $50,000
  3. VecinosFranklin, NC

    General

    $40,000
  4. Planned ParenthoodSarasota, FL

    General

    $25,000
  5. Homeward BoundAsheville, NC

    General

    $10,563
  6. Helpmate IncAsheville, NC

    General

    $10,010
  7. Manna FoodbankAsheville, NC

    Food drive

    $10,000
  8. Pisgah Legal ServicesAsheville, NC

    General

    $7,840
  9. Helping at Risk Kids (hark)Asheville, NC

    General

    $6,250
  10. Open Doors AshevilleAsheville, NC

    General

    $5,010
  11. Congregation Beth Hatephila SisterhoodAsheville, NC

    General

    $5,000
  12. Literacy TogetherAsheville, NC

    General

    $5,000
  13. My Daddy Taught Me ThatAsheville, NC

    General

    $5,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking1 grant $1,183,56795% of the total
  2. Health1 grant $40,0003% of the total
  3. Human services1 grant $10,010<1% of the total
  4. Crime and legal aid1 grant $7,840<1% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts1 grant $1,183,567
  2. North Carolina11 grants $154,673
  3. Florida1 grant $25,000

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Mena Lisa KatesPRESIDENT/TREASURER Hours 10Pay $0
  • Christopher QuinteroOFFICER Hours 2Pay $0
  • Hannah B KatesVICE-PRESIDENT Hours 2Pay $0
  • Richard Labrie JuniorVICE-CHAIRMAN & SECRETARY Hours 2Pay $0

The return

More foundations

Similar foundations

Same main cause (philanthropy and grantmaking), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. The LB Research and Education FoundationAsheville, NC 26 grants Accepts applications $1,525,000 giving
  2. The Jaye F and Betty F Dyer FoundationAsheville, NC 1 grant Preselected only $500,000 giving
  3. Constructive Management FoundationAsheville, NC 10 grants Preselected only $435,701 giving
  4. Jimmy Woodard Garrell FoundationWhiteville, NC 15 grants Accepts applications $1,066,444 giving
  5. The Arnold FoundationWilson, NC 5 grants Accepts applications $1,027,838 giving