Bates Family Foundation
- Assets
- $16.8m
- Revenue
- $1.8m
- Investments
- $16.6m
- Employees
- 0
- Location
- Tacoma, WA
- Founding
- 03/2000
- Data as of
- 12/2021
- EIN
- 36-7294980
Organization Overview
Bates Family Foundation is located in Tacoma, WA. The organization was established in 2000. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bates Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Bates Family Foundation generated $1.8m in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 2.8% each year. All expenses for the organization totaled $1.8m during the year ending 12/2021. While expenses have increased by 5.6% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Bates Family Foundation has awarded 114 individual grants totaling $4,368,086. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rex W Bates Trustee | 10 | $100,000 | |
Patricia Ann Mattingley Trustee | 10 | $100,000 | |
Jennifer Mattingley Hommel Trustee | 10 | $25,000 | |
Gabrielle A Bates Trustee | 10 | $25,000 | |
Amber Loren Bates Trustee | 10 | $3,125 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $162,820 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,627,542 |
| Capital Gain Net Income | $1,627,542 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,790,362 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $253,125 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $28,268 |
| Depreciation | $0 |
| Occupancy | $24,000 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $421,828 |
| Contributions, gifts, grants paid | $1,395,622 |
| Total expenses and disbursements | $1,817,450 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $147,135 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $7,576 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $16,764,931 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $30,000 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $30,000 |
Grants Awarded
Over the last fiscal year, Bates Family Foundation has awarded $1,395,622 in support to 40 organizations.
| Grant Recipient | Amount |
|---|---|
Tacoma, WA PURPOSE: PAYMENT FOR THE BENEFIT OF THE ORGANIZATION | $425,000 |
UNIVERSITY OF WASHINGTON PURPOSE: PAYMENT FOR THE BENEFIT OF THE ORGANIZATION | $112,500 |
Chicago, IL PURPOSE: PAYMENT FOR THE BENEFIT OF THE ORGANIZATION | $110,000 |
Washington, DC PURPOSE: PAYMENT FOR THE BENEFIT OF THE ORGANIZATION | $60,000 |
Brunswick, ME PURPOSE: PAYMENT FOR THE BENEFIT OF THE ORGANIZATION | $50,000 |
ESQUESTRIAN LAND CONCERVATION RECOURCE PURPOSE: PAYMENT FOR THE BENEFIT OF THE ORGANIZATION | $50,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Wilburforce Foundation Seattle, WA | $159,747,435 | $25,133,506 |
Collins Foundation Portland, OR | $249,591,840 | $5,256,313 |
Islands Foundation Richland, WA | $219,157,832 | $26,464,404 |
Oscar T And Olivann Hokoldfoundation Lakewood, WA | $0 | $15,898,165 |
William A Looney Family Foundation Seattle, WA | $2,970,328 | $1,865,530 |
Fairview Foundation Seattle, WA | $22,161,652 | $15,221,518 |
Roundhouse Foundation Irrv Charitable Tr Sisters, OR | $376,773,592 | $260,472,613 |
James D And Sherry Raisbeck Foundation Seattle, WA | $19,522,688 | $18,818,250 |
Stolte Family Foundation Seattle, WA | $78,833,189 | $10,332,086 |
The Robert P Rotella Foundation Bellevue, WA | $0 | $9,974 |
Cambia Health Foundation Portland, OR | $95,632,719 | $22,110,074 |
All Alaska Longshore Health And Welfare Trust Fund Portland, OR | $15,094,245 | $10,298,043 |