Dr Mary E Bates Trust Fund is located in Conifer, CO. The organization was established in 1971. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Dr Mary E Bates Trust Fund 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, Dr Mary E Bates Trust Fund generated $129.3k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.4% each year. All expenses for the organization totaled $115.2k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Dr Mary E Bates Trust Fund has awarded 196 individual grants totaling $3,219,781. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Ryan Kargol Trustee | 10 | $8,000 | |
Rebecca A Wolfe Trustee | 1 | $7,000 | |
Janet Wolfe Trustee | 1 | $7,000 | |
Dan Wolfe Trustee | 1 | $7,000 | |
Marilyn C Briscoe Trustee | 1 | $5,000 |
Statement of Revenue | |
---|---|
Contributions, Gifts, Grants & Similar | $34,000 |
Interest on Savings | $4 |
Dividends & Interest | $95,253 |
Net Rental Income | $0 |
Net Gain on Sale of Assets | $0 |
Capital Gain Net Income | $0 |
Net ST Capital Gain | $0 |
Income Modifications | $0 |
Profit on Inventory Sales | $0 |
Other Income | $0 |
Total Revenue | $129,257 |
Statement of Expenses | |
---|---|
Compensation of officers, directors, trustees, etc | $34,000 |
Other employee salaries and wages | $0 |
Pension plans, employee benefits | $0 |
Interest | $0 |
Taxes | $1,217 |
Depreciation | $0 |
Occupancy | $0 |
Travel, conferences, and meetings | $0 |
Printing and publications | $0 |
Other expenses | $0 |
Total operating and administrative expenses | $35,217 |
Contributions, gifts, grants paid | $80,000 |
Total expenses and disbursements | $115,217 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $4,509 |
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 | $0 |
Net Investments - land, buildings, equipment | $0 |
Investments—mortgage loans | $0 |
Investments—other | $0 |
Net Land, buildings, and equipment | $0 |
Other assets | $0 |
Total assets | $245,689 |
Accounts payable and accrued expenses | $0 |
Grants payable | $0 |
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 | $0 |
Over the last fiscal year, Dr Mary E Bates Trust Fund has awarded $2,653,924 in support to 40 organizations.
Grant Recipient | Amount |
---|---|
Conifer, CO PURPOSE: DONATION | $2,510,363 |
Denver, CO PURPOSE: DONATION | $27,000 |
Colorado Springs, CO PURPOSE: DONATION | $6,000 |
ARKANSAS VALLEY HUMANE SOCIETY PURPOSE: DONATION | $6,000 |
EVERY CREATURE COUNTS PURPOSE: DONATION | $5,500 |
INTERNATIONAL HEARING DOGS INC PURPOSE: DONATION | $5,100 |
Over the last fiscal year, we have identified 1 grants that Dr Mary E Bates Trust Fund has recieved totaling $35,000.
Awarding Organization | Amount |
---|---|
Mary Elizabeth Bates Foundation Conifer, CO PURPOSE: DONATION | $35,000 |
Organization Name | Assets | Revenue |
---|---|---|
Sorenson Legacy Foundation Midvale, UT | $495,708,411 | $38,649,828 |
Diane And Bruce Halle Foundation Scottsdale, AZ | $130,264 | $31,307,586 |
Inasmuch Foundation Oklahoma City, OK | $394,422,796 | $49,887,073 |
William K Warren Foundation Tulsa, OK | $318,898,600 | $38,179,587 |
Kennys Kids Sedona, AZ | $0 | $509,065 |
Brent Eley Center Inc Aurora, CO | $0 | $0 |
Boettcher Foundation Denver, CO | $266,743,315 | $22,782,794 |
Charityvision International Inc Provo, UT | $7,076,179 | $9,590,152 |
R Foundation Kaysville, UT | $410,534 | $5,235,533 |
The Piton Foundation Denver, CO | $212,611,882 | $13,782,087 |
Stonewall Foundation Tucson, AZ | $0 | $109,268 |
Ssb Charitable Foundation Colorado Springs, CO | $10,867,168 | $21,135,487 |